“AI 代理”行业市值在 3 个月内达到 160 亿美元

“人工智能（AI）代理”正在成为加密货币市场的新叙事。人们预计人工智能代理可以解决复杂的交易结构造成的加密货币市场的进入壁垒。

The cryptocurrency market is abuzz with a new narrative: "AI Agent." As the name suggests, this sector revolves around artificial intelligence (AI) agents that are designed to autonomously navigate the complexities of crypto markets and optimize investment strategies.

加密货币市场充斥着一种新的说法：“人工智能代理”。顾名思义，该领域围绕人工智能（AI）代理展开，旨在自主驾驭复杂的加密货币市场并优化投资策略。

The concept of AI agents has quickly captured the attention of industry veterans and newcomers alike. Global asset management firm VanEck and Web3 venture capital (VC) Hash have both highlighted AI agents as a key area to watch in the crypto market this year.

人工智能代理的概念很快引起了行业资深人士和新人的关注。全球资产管理公司 VanEck 和 Web3 风险投资 (VC) Hash 都强调人工智能代理是今年加密货币市场值得关注的关键领域。

But what exactly are AI agents, and how are they revolutionizing the crypto market to warrant such close scrutiny? Let's delve into the details.

但人工智能代理到底是什么？它们如何彻底改变加密市场以值得如此密切的审查？让我们深入研究一下细节。

"Complex Coin Investments, We'll Handle It for You"—AI Agents Set to Transform Crypto Markets

“复杂的硬币投资，我们会为您处理”——人工智能代理将改变加密货币市场

AI agents are essentially autonomous software that is designed to learn and plan on its own to achieve specific goals. Unlike traditional AI bots that operate based on pre-set codes and rules, AI agents have the ability to analyze data and make final decisions independently.

人工智能代理本质上是自主软件，旨在自行学习和计划以实现特定目标。与基于预设代码和规则运行的传统人工智能机器人不同，人工智能代理具有独立分析数据并做出最终决策的能力。

In the context of crypto investments, an AI bot can be set to execute a purchase when the price falls below a certain range. However, it cannot evaluate whether that decision is the best choice. In contrast, AI agents analyze market fluctuation patterns and trends to determine the optimal buying time and execute trades.

在加密货币投资的背景下，可以设置人工智能机器人在价格低于一定范围时执行购买。但是，它无法评估该决定是否是最佳选择。相比之下，人工智能代理分析市场波动模式和趋势，以确定最佳购买时间并执行交易。

According to the crypto industry, the capabilities of AI agents are particularly suited to lower the high entry barriers of the crypto market, which is characterized by ▲24-hour trading without opening and closing times and complex investment procedures ▲complex concepts like decentralized finance (DeFi) and bridges ▲information asymmetry among investors. AI agents can collect vast amounts of data on behalf of humans, understand complex concepts, and respond to the continuously operating crypto investment environment.

加密行业人士表示，人工智能代理的能力特别适合降低加密市场的高准入门槛，其特点是▲24小时交易，无开盘和收盘时间，投资流程复杂▲去中心化金融等复杂概念（ DeFi）并弥合▲投资者之间的信息不对称。人工智能代理可以代表人类收集大量数据，理解复杂的概念，并对持续运行的加密投资环境做出响应。

Bitcoin spot ETF issuer Bitwise has analyzed that "AI agents will innovate DeFi and blockchain by automating complex trading strategies and optimizing asset management for investors." Global VC Dragonfly has also evaluated that "AI agents are ready to revolutionize cryptocurrencies."

比特币现货 ETF 发行商 Bitwise 分析称，“人工智能代理将通过自动化复杂的交易策略并为投资者优化资产管理来创新 DeFi 和区块链。” Global VC Dragonfly 也评价称“人工智能代理已准备好彻底改变加密货币”。

In a report, Dispread researcher Kim Byung-jun stated, "AI will enable efficient asset management in various aspects such as on-chain basket-type token fund management, DeFi yield farming optimization, risk analysis, and management," and "based on this, a new economic ecosystem based on agents will be formed on-chain in the future."

Dispread研究员Kim Byung-jun在一份报告中表示，“人工智能将在链上篮子型代币基金管理、DeFi流动性挖矿优化、风险分析和管理等各个方面实现高效的资产管理”，并且“基于这样，未来链上将会形成一个基于代理的新的经济生态系统。”

Annual Yield 80%·Token Surges 9000%... Rising AI Agent Projects

年化收益率80%·代币暴涨9000%……AI代理项目崛起

According to VanEck's data, the number of AI agents used in crypto investments exceeded 10,000 in the fourth quarter of last year. The profits they generated amounted to $8.7 million (approximately 12.8 billion won). VanEck predicted that "the number of AI agents aiming for profit generation this year will increase tremendously, surpassing 1 million."

VanEck 的数据显示，去年第四季度用于加密投资的 AI 代理数量超过 10,000 个。他们创造的利润达870万美元（约128亿韩元）。 VanEck 预测，“今年以盈利为目的的人工智能代理数量将大幅增加，超过 100 万个。”

Among the already active combinations of AI agents and cryptocurrencies, 'ai16z' is cited as the most representative success case.

在已经活跃的人工智能代理和加密货币的组合中，“ai16z”被认为是最具代表性的成功案例。

ai16z is a project born through the Solana (SOL)-based decentralized autonomous organization (DAO) platform "Daos Fun," which allows the creation of hedge funds led by AI agents. ai16z invests across various fields, including meme coins, AI agent-related coins, non-fungible tokens (NFTs), and DeFi. Participants can also present their investment opinions, but the final decision is made by the AI agent.

ai16z 是一个通过基于 Solana (SOL) 的去中心化自治组织 (DAO) 平台“Daos Fun”诞生的项目，该平台允许创建由人工智能代理领导的对冲基金。 ai16z 投资于多个领域，包括 Meme 币、AI 代理相关币、不可替代代币（NFT）和 DeFi。参与者也可以提出自己的投资意见，但最终决定由AI代理做出。

As of the 2nd, ai16z's assets under management (AUM) amount to approximately $36.6 million (55.8 billion won), with an annual percentage rate (APR) of 85%. Riding on such performance, the market capitalization of the token 'AI16Z' issued by ai16z soared to $2.5 billion (approximately 3.8 trillion won). On the 30th, they announced a roadmap including the launch of their own Layer 1 blockchain, staking mechanism overhaul, and token launchpad platform launch, actively developing infrastructure for AI agents.

截至2日，ai16z的管理资产（AUM）约为3660万美元（558亿韩元），年利率（APR）为85%。凭借这样的表现，ai16z发行的代币“AI16Z”的市值飙升至25亿美元（约3.8万亿韩元）。 30 日，他们宣布了路线图，包括推出自己的 Layer 1 区块链、质押机制检修、代币 Launchpad 平台推出，积极开发人工智能代理的基础设施。

Virtuals Protocol (VIRTUAL) is also evaluated as a representative AI agent project. Virtuals Protocol was listed on the most noteworthy crypto list of the year selected by global crypto asset management firm Grayscale.

Virtuals Protocol（VIRTUAL）也被评价为具有代表性的AI代理项目。 Virtuals Protocol 入选全球加密资产管理公司 Grayscale 评选的年度最值得关注的加密货币榜单。

AI agents created through Virtuals Protocol hold about 1 billion unique agent tokens. AI agents generate revenue through activities such as broadcasting, managing crypto wallets, posting X posts, and opening Telegram chat rooms, which are distributed to investors.

通过 Virtuals Protocol 创建的 AI 代理持有约 10 亿个独特的代理代币。 AI 代理通过广播、管理加密钱包、发布 X 帖子和打开 Telegram 聊天室等活动产生收入，并将这些收入分发给投资者。

Through this, Virtuals Protocol achieved $60 million in revenue and surpassed 200,000 agent token holders since its official launch last October. The token VIRTUAL, which was only $0.05 at the time of the token generation event (TGE), is currently recording a 9700% surge, reaching $4.9 as of the 2nd.

自去年 10 月正式推出以来，Virtuals Protocol 实现了 6000 万美元的收入，代理代币持有者超过 20 万。代币 VIRTUAL 在代币生成事件（TGE）时仅为 0.05 美元，目前已飙升 9700%，截至 2 日达到 4.9 美元。

Crypto analysis firm Four Pillars stated, "ai16z and Virtuals Protocol have grown into projects representing the AI agent sector," adding, "They are

加密货币分析公司 Four Pillars 表示，“ai16z 和 Virtuals Protocol 已经发展成为代表人工智能代理领域的项目”，并补充道，“它们是