AI代理部门经历了戏剧性的市场动荡

在过去的两个月中，AI代理部门经历了戏剧性的市场动荡。根据cookie.fun数据，截至2025年4月1日

The past two months have seen dramatic market turmoil in the AI Agent sector.

在过去的两个月中，AI代理部门的市场动荡急剧。

According to Cookie.Fun data, as of April 1, the total market value of the AI Agent sector has shrunk to approximately US$6 billion, a sharp drop from the previous peak of US$20 billion. Statistics from PANews on the six popular AI Agent projects show that the market value of these tokens has generally suffered a drop of more than 90%. Despite the sluggish market performance, various projects are still continuing to work hard on technology iteration, ecological expansion and product optimization, trying to find a way out in the cold winter.

根据Cookie.Fun数据，截至4月1日，AI代理商的总市场价值已缩减到约60亿美元，这是从上一台200亿美元的峰值下降。 PASEW在六个受欢迎的AI代理项目上的统计数据表明，这些代币的市场价值通常下降了90％以上。尽管市场表现迟钝，但各种项目仍在继续在技术迭代，生态扩展和产品优化方面努力工作，试图在寒冷的冬季找到出路。

ai16z

AI16Z

GMGN data shows that as of April 1, ai16z's market value fell from its historical high of US$2.53 billion to US$199 million, a decrease of 92.13%.

GMGN数据显示，截至4月1日，AI16Z的市场价值从其历史高度25.3亿美元降至1.9亿美元，下降了92.13％。

During this period of time, ai16z has continued to work hard through brand reshaping, technology iteration and ecological expansion. For example, at the end of January this year, ai16z founder Shaw issued a major announcement that in order to move to the next stage, a comprehensive brand reshaping plan will be implemented. The project will be officially renamed ElizaOS, and the token name ai16z will remain unchanged for the time being until the DAO voting module is launched, and the community will vote to decide on future changes.

在此期间，通过重塑，技术迭代和生态扩展，AI16Z继续努力工作。例如，在今年1月底，AI16Z创始人Shaw发布了一项重大公告，即为了搬到下一阶段，将实施一项全面的品牌重塑计划。该项目将正式更名为Elizaos，而令牌名称AI16Z暂时将保持不变，直到DAO投票模块启动为止，社区将投票决定决定未来的变化。

Shortly after the rebranding, ElizaOS released a framework roadmap, the core content of which includes: autonomy and adaptability, modularity and composability, and decentralization and open collaboration. The team also emphasized that the team's mission is to develop an extensible, modular, open source AI agent framework that can thrive in the Web2 and Web3 ecosystems, and believes that AI agents are a key step towards AGI (artificial general intelligence), which can achieve increasingly autonomous and powerful systems.

品牌重塑后不久，Elizaos发布了一个框架路线图，其核心内容包括：自主性和适应性，模块化和合成性，以及权力下放和开放协作。该团队还强调，该团队的使命是开发一个可扩展的，模块化的开源AI代理框架，该框架可以在Web2和Web3生态系统中蓬勃发展，并认为AI代理是迈向AGI（人工通用情报）的关键一步，可以实现越来越多的自治和强大的系统。

In the latest tweet, Shaw announced that Eliza v2 is ready and will soon start marketing and announcements and officially go live. At the same time, the Launchpad platform auto.fun is also ready to launch and will be launched with the first batch of partners within two weeks.

在最新推文中，肖宣布Eliza V2已准备就绪，并将很快开始营销和公告并正式上线。同时，启动板平台auto.fun也准备启动，并将在两周内与第一批合作伙伴一起启动。

Virtuals Protocol

协议虚拟

GMGN data shows that as of April 1, VIRTUAL's market value has fallen 91.8% from its historical high and is now about $370 million. Dune data shows that as of March 31, Virtuals Protocol's daily transaction revenue has plummeted 99.6% from its peak to only $6,182.

GMGN数据显示，截至4月1日，Virtual的市场价值从其历史高点下降了91.8％，现在约为3.7亿美元。 Dune数据表明，从3月31日起，Virtuals协议的每日交易收入从其峰值开始下降了99.6％，仅为6,182美元。

In February of this year, Virtuals Protocol announced its expansion into the Solana ecosystem, and subsequently renamed its Ecosystem Fund to Virtuals Ventures, providing funding and support for Agents on the platform while maintaining transparency; in March, Virtuals integrated the transaction aggregator Enso into GAME, providing instant access to more than 200 protocols and completing the following in a single transaction: token exchange, lending, borrowing, and reinvestment; in the middle of the same month, Virtuals Protocol released the multi-agent framework ACP, aiming to achieve efficient collaboration of AI Agents, and will focus on the implementation of two major businesses: autonomous hedge funds and trading DAOs, and autonomous media organizations, focusing on AI investment and AI content creation respectively, and launching the first Virtuals ACP Hackathon.

今年2月，Virtuals协议宣布了其扩展到Solana生态系统，随后将其生态系统基金改名为Virtuals Ventures，为平台上的代理提供资金和支持，同时保持透明度； 3月，Virtuals将交易聚合器ENSO集成到游戏中，即时访问200多个协议，并在单个交易中完成以下内容：令牌交换，贷款，借贷和再投资；在同月中旬，Virtuals协议发布了多代理框架ACP，旨在实现AI代理的有效合作，并将着重于实施两家主要业务：自主对冲基金和交易DAOS和自主媒体组织，专注于AI Investment和AI投资的创建和AI Investment and Ai fortion创建和启动First firtuals Acp Hackhathon。

Recently, Virtuals Protocol announced that it is updating the fee distribution model to promote the adoption of ACP and better reward agent creators. In the new fee structure, 70% of the transaction fees go directly to the agent creator's wallet, and 30% of the transaction fees go to the ACP.

最近，Virtuals协议宣布，它正在更新费用分配模型，以促进ACP的采用和更好的奖励代理创建者。在新的费用结构中，70％的交易费用直接用于代理创建者的钱包，而30％的交易费用则为ACP。

arc

弧

GMGN data shows that as of April 1, arc's market value has fallen to approximately US$48 million, a decrease of more than 90.9% from its peak.

GMGN数据显示，截至4月1日，ARC的市场价值已降至约4,800万美元，降低了90.9％以上。

Arc has continued to deepen its AI agent deployment during this period and provided technical support for multiple cooperative projects. In February this year, Arc launched the token issuance platform Arc Forge, which is built on Meteora DLMM and integrated with Jupiter routing, aiming to provide a strong liquidity foundation, anti-sniping and direct cooperation with ARC for new projects.

在此期间，ARC继续加深其AI代理部署，并为多个合作项目提供了技术支持。今年2月，ARC启动了代币发行平台Arc Forge，该平台建于Meteora DLMM并与木星路由集成，旨在提供强大的流动性基金会，反敲打和与ARC进行新项目的直接合作。

Not long ago, AskJimmy, a multi-strategy trading agent platform, released the first toolkit Rig Trading Kit, which is built on arc's Rig framework, written in Rust and targeted at cryptocurrency trading. At the same time, Mira Network also announced a partnership with arc to integrate its Rig framework with Mira's verification layer to help developers build safer and more reliable AI applications. At the same time, Arc also launched Arc Handshake, which aims to provide developers with the funding and support they need. The first batch of partners include FabelisAI and AgentTankLive. According to the plan, arc also plans to launch ARC Ryzome, an application store for AI agents, and ARC Payments,

不久前，多策略交易代理平台Askjimmy发布了第一个工具包钻机工具包，该工具包式交易套件是建立在Arc的钻机框架上的，该钻机框架用Rust编写并针对加密货币交易。同时，Mira Network还宣布与ARC建立合作伙伴关系，以将其钻机框架与Mira的验证层集成在一起，以帮助开发人员构建更安全，更可靠的AI应用程序。同时，ARC还推出了ARC握手，该ARC握手旨在为开发人员提供所需的资金和支持。第一批合作伙伴包括Fabelisai和Agenttanklive。根据该计划，ARC还计划推出ARC Ryzome，AI代理的应用商店，以及ARC付款，