AI代理代币发行神器虚拟及其与TAO生态的性感合作

现在我们可以将 Crypto AI Agent 派系大致分为两大派系：Virtuals 和 AI16Z。 AI16Z的影响力从Solana辐射到整个区块链生态，其中包括属于AI16Z派的Base上的$HEU。

The Crypto AI Agent faction can now be broadly divided into two main factions: Virtuals and AI16Z. AI16Z's influence spans from Solana to the entire blockchain ecosystem, including $HEU on Base, which belongs to the AI16Z faction. Of course, Virtuals also has external expansion, for instance, cooperation with the TAO ecosystem, and $SERAPH $TAOCAT are products of its cooperation.

Crypto AI Agent 派系现在可以大致分为两个主要派系：Virtuals 和 AI16Z。 AI16Z的影响力横跨从Solana到整个区块链生态，包括Base上的$HEU，属于AI16Z派系。当然，Virtuals也有对外的拓展，比如与TAO生态的合作，$SERAPH$TAOCAT就是其合作的产物。

First, we have to clarify that building AI Agent infrastructure is a hot trend, such as $ZEREBRO $ARC $ALCH $GRIFFAIN. Virtuals's advantage lies in its token model, and its fundamental data performance is highly correlated with the token price, which we generally refer to as "tokens have strong value capture capability.”

首先，我们必须澄清，构建AI Agent基础设施是一个热门趋势，例如$ZEREBRO $ARC $ALCH $GRIFFAIN。 Virtuals的优势在于其代币模型，其基础数据表现与代币价格高度相关，也就是我们通常所说的“代币具有较强的价值捕获能力”。

And I think the cooperation between Virtuals and TAO ecosystem is very interesting. To put it simply, Virtuals is where AI Agent tokens are produced, and TAO is where tokens are used to incentivize high-quality models. Under the incentive of $TAO, models will become better and better, and high-quality models will collaborate more frequently, which will also empower AI Agents better. Now we can already see this trend.

我认为 Virtuals 和 TAO 生态系统之间的合作非常有趣。简单来说，Virtuals 是 AI Agent 代币的产生地，TAO 是用代币激励高质量模型的地方。在$TAO的激励下，模型会越来越好，优质模型的协作会更加频繁，这也将更好地赋能AI Agent。现在我们已经可以看到这个趋势。

For example, $SERAPH is an autonomous agent powered by TAO to combat fraudulent AI agents and synthetic content.

例如，$SERAPH 是一个由 TAO 提供支持的自主代理，用于打击欺诈性 AI 代理和合成内容。

For example, @getmasafi cooperated with Virtuals, Masa launched Subnet 59: Agent Arena on TAO. The main focus of this subnet is AI Agent. We can create our own AI Agent on Twitter, and then register on Subnet 59 to compete with other AI Agents for $TAO emissions. The principle is still the logic of TAO. The better your AI Agent performs (the indicators are shown in the figure below), the more $TAO emissions you will have. Later, Masa will further refine the indicators for judging the pros and cons of Agents. (At that time, you can also pledge $MASA to vote and decide the emission of $TAO)

例如，@getmasafi 与 Virtuals 合作，Masa 在 TAO 上推出了 Subnet 59：Agent Arena。该子网的主要焦点是AI Agent。我们可以在 Twitter 上创建自己的 AI Agent，然后在 Subnet 59 上注册，与其他 AI Agent 竞争 $TAO 排放量。原理还是TAO的逻辑。您的 AI Agent 表现越好（指标如下图所示），您的 $TAO 排放量就越多。后期，Masa将进一步细化判断特工优劣的指标。 （届时您还可以质押$MASA来投票并决定$TAO的发行）

By cooperating with Virtuals, subnet miners (i.e., AI Agent developers) can easily launch their own tokens. For example, the $TAOCAT mentioned above, an Agent dedicated to shilling TAO, was born in this way.

通过与 Virtuals 合作，子网矿工（即 AI Agent 开发者）可以轻松推出自己的代币。比如上面提到的$TAOCAT，一个专门致力于先令TAO的Agent，就是这样诞生的。

In addition, Masa has also launched some peripheral services, such as cooperation with the no-code Creator.Bid, through which we can make our own Agents. And Masa's Data Boost service (provided by TAO Subnet 42), which can push real-time data to Agents to help Agents produce better output.

另外，Masa还推出了一些周边服务，比如与无代码的Creator.Bid合作，通过它我们可以制作自己的Agent。还有Masa的Data Boost服务（由TAO Subnet 42提供），可以将实时数据推送给Agents，帮助Agents产生更好的输出。

BTW, $TAOCAT is created by the official to attract market attention. If the official pattern is larger, it will be the best solution to pull up $TAOCAT and create some wealth effect to attract more people to play.

BTW，$TAOCAT 是官方为了吸引市场关注而创建的。如果官方的图案更大的话，拉动$TAOCAT，创造一些财富效应，吸引更多人来玩，将是最好的解决方案。

In the final analysis, Virtuals has become the choice of more and more infrastructure projects to issue Agent tokens, which is a huge positive flywheel. Crypto is an industry with fat protocols and thin applications. The usual idea is to use small balls to lead big balls, that is, to use the short-term bubble of applications to attract the market's attention to its infrastructure. AIXBT/LUNA and Virtuals are obviously in this relationship.

归根结底，Virtuals 成为越来越多基础设施项目发行 Agent 代币的选择，这是一个巨大的正向飞轮。加密货币是一个具有胖协议和瘦应用程序的行业。通常的想法是用小球带动大球，即利用应用的短期泡沫来吸引市场对其基础设施的关注。 AIXBT/LUNA 和 Virtuals 显然存在这种关系。

Currently, the focus of the market and developers has shifted from blockbuster applications to infrastructure (perhaps because infrastructure can have a higher valuation).

目前，市场和开发商的关注焦点已经从重磅应用转向基础设施（或许是因为基础设施可以有更高的估值）。

Hot application -> Infrastructure construction -> More applications -> King-level applications are born -> Users use them on a large scale -> Mass adoption

热门应用 -> 基础设施建设 -> 更多应用 -> 王者级应用诞生 -> 用户大规模使用 -> 大规模采用