人工智能代理可能是本周期的阶梯功能解锁

AI智能体的增长呈现爆发趋势。每周都会推出新的代理，通常是为了推广特定的代币。在早期阶段，它们类似于一种新型模因币：您可以推出像 $GOAT 这样的代币，并通过构建人工智能代理来吸引粉丝传播模因。

Original Title: "AI Agents Could Be This Cycle's Step Function Unlock"

原标题：《人工智能代理可能是这个周期的阶跃功能解锁》

Author: trace

作者：踪迹

Compiler: 深潮 TechFlow

编译者：福士TechFlow

The development of AI agents is showing an explosive trend. New agents are launched every week, often to promote specific tokens. In these early stages, they resemble a new type of memecoin: you can launch a coin like $GOAT and attract fans to spread the meme by building an AI agent. So, how will this trend evolve in the future? One significant change is that these agents will gradually shift from promoting random memecoins to promoting themselves. In other words, these agents will have their own tokens, and as the influence of the agents increases, their value will grow accordingly. These "ownable agents" could become a major breakthrough in this cycle, similar to NFTs or DeFi in the previous cycle.

AI智能体的发展呈现出爆发式的趋势。每周都会推出新的代理，通常是为了推广特定的代币。在早期阶段，它们类似于一种新型模因币：您可以推出像 $GOAT 这样的代币，并通过构建人工智能代理来吸引粉丝传播模因。那么，这一趋势未来将如何演变？一个显着的变化是，这些代理将逐渐从推广随机模因币转向推广自己。也就是说，这些代理人都会拥有自己的代币，随着代理人影响力的增加，他们的价值也会相应增长。这些“可拥有的代理”可能会成为本周期的重大突破，类似于上一个周期的 NFT 或 DeFi。

In the past, I was skeptical about AI agents. I was uncertain whether the market timing was right or if we had attracted enough talent. Here are the reasons that changed my perspective:

过去，我对人工智能代理持怀疑态度。我不确定市场时机是否正确，或者我们是否吸引了足够的人才。以下是改变我观点的原因：

Distribution Capability: AI agents like @truthterminal and @lunavirtuals have already proven that, at least today, these agents are powerful enough to establish effective distribution channels.

分销能力：@truthterminal 和 @lunavirtuals 等人工智能代理已经证明，至少在今天，这些代理足够强大，可以建立有效的分销渠道。

Ease of Creation: Developers can build agents on existing large language models using simple and user-friendly APIs; they no longer need to be experts. Projects like @vvaifudotfun are developing low-code/no-code interfaces that allow anyone to build agents.

易于创建：开发人员可以使用简单且用户友好的 API 在现有大型语言模型上构建代理；他们不再需要成为专家。像 @vvaifudotfun 这样的项目正在开发低代码/无代码接口，允许任何人构建代理。

Memecoin Effect: The issuance model of memecoin tokens demonstrates a successful form for launching and spreading AI agent tokens. In the early stages, these agents do not need to engage in economic activities that directly create value for their tokens; they only need to attract attention like memecoins.

Memecoin 效应：memecoin 代币的发行模式展示了一种启动和传播 AI 代理代币的成功形式。在早期阶段，这些代理人不需要从事直接为其代币创造价值的经济活动；它们只需要像模因币一样吸引注意力。

However, to truly grow, AI agents cannot be limited to promoting memecoins; the market needs a clear vision and development roadmap that showcases the potential future directions of these agents. In other words, these projects need to tell the market that what is currently just promoting their own memecoins may evolve into traders, software engineers, or artists, ultimately worth billions of dollars. As their initial development partly reflects their distribution capability, they actually become more valuable as they gain popularity.

然而，要真正成长，人工智能代理不能仅限于推广模因币；市场需要一个清晰的愿景和发展路线图来展示这些代理商未来的潜在方向。换句话说，这些项目需要告诉市场，目前只是推广自己的模因币的东西可能会演变成交易员、软件工程师或艺术家，最终价值数十亿美元。由于它们最初的发展在一定程度上反映了它们的分销能力，因此随着它们的受欢迎程度，它们实际上变得更有价值。

Let me elaborate on the last point. For something to catalyze an entire cryptocurrency adoption cycle, there must be a grand narrative that can penetrate the mainstream market, attracting new users and capital. This narrative needs to be both credible and exciting.

让我详细说明最后一点。为了促进整个加密货币采用周期，必须有一个可以渗透主流市场、吸引新用户和资本的宏大叙事。这个叙述必须既可信又令人兴奋。

AI agents fit this requirement perfectly. These agents not only feel novel but are also being recognized by the traditional tech community. Currently, AI agent companies are founded by world-class founders and supported by top venture capital firms (e.g., @agency). However, many investors cannot directly invest in these companies—they can't even buy into companies like Stripe or SpaceX that have been around for a decade—so they will seek exposure through cryptocurrencies.

AI代理完美地满足了这一要求。这些代理不仅让人感觉新颖，而且也得到了传统科技界的认可。目前，人工智能代理公司都是由世界级创始人创立，并得到顶级风险投资公司（例如@agency）的支持。然而，许多投资者无法直接投资这些公司——他们甚至无法购买像 Stripe 或 SpaceX 这样已经存在了十年的公司——因此他们将通过加密货币寻求投资。

To some extent, this is similar to the metaverse concept of the previous cycle. While those projects may have exaggerated their own potential, they showcased a grand vision to the market through some events unrelated to cryptocurrency (such as the rise of remote work during the pandemic and Facebook's rebranding to Meta).

某种程度上，这与上一周期的元宇宙概念类似。虽然这些项目可能夸大了自己的潜力，但它们通过一些与加密货币无关的事件（例如疫情期间远程工作的兴起以及 Facebook 更名为 Meta）向市场展示了宏伟的愿景。

While many projects may seem hollow, some could bring revolutionary changes. AI agents are becoming smarter, and as the crypto market expands, talented AI developers capable of building economically productive agents may realize that tokenizing their agents is a promising business strategy. Tokenized agents can offer them faster liquidity, higher valuations, and more convenient distribution channels than traditional SaaS companies.

虽然许多项目可能看起来空洞，但有些项目可能会带来革命性的变化。人工智能代理变得越来越聪明，随着加密货币市场的扩大，有能力构建具有经济生产力的代理的才华横溢的人工智能开发人员可能会意识到，对其代理进行代币化是一种有前途的商业策略。与传统 SaaS 公司相比，代币化的代理商可以为他们提供更快的流动性、更高的估值和更便捷的分销渠道。

In the short term, the most important thing in the AI agent space is to continue expanding distribution channels. I am optimistic about their ability to do this for three reasons:

短期来看，人工智能代理领域最重要的是继续拓展分销渠道。我对他们做到这一点的能力感到乐观，原因有以下三个：

Proof of Existence: We have already seen evidence from cases like Truth Terminal that agents can build large-scale audiences. I expect more similar success stories to emerge.

存在证明：我们已经从真相终端等案例中看到了证据，表明代理可以建立大规模的受众。我预计还会出现更多类似的成功故事。

Incentive Mechanisms: If the market generates a speculative frenzy around AI agents, seeking and following these agents could yield substantial profits. The gold rush in the cryptocurrency space will help drive their distribution.

激励机制：如果市场引发围绕人工智能代理的投机狂潮，寻找并追随这些代理可能会带来可观的利润。加密货币领域的淘金热将有助于推动其分布。

Iterative Improvement: Building more attractive AI agents will be an iterative process. For example, the zerebro whitepaper mentions that the agent optimizes content creation by monitoring engagement metrics like likes, shares, and comments to enhance user interaction. This iteration will occur not only at the model level but will also evolve at the market level, aiming to create increasingly appealing content.

迭代改进：构建更具吸引力的人工智能代理将是一个迭代过程。例如，zerebro 白皮书提到，代理通过监控点赞、分享和评论等参与度指标来优化内容创建，以增强用户交互。这种迭代不仅会发生在模型层面，还会在市场层面演变，旨在创造越来越有吸引力的内容。

If we accept the theory that "attention is value," then as the ability of agents to attract attention increases, their value will also rise.

如果我们接受“注意力就是价值”的理论，那么随着智能体吸引注意力的能力增强，其价值也会随之上升。

Currently, all of this is still in a very early stage, and the future development is full of uncertainty—future agents may be completely different from those of today. But one thing is certain: AI agents already have the support of the market and technology and are poised to become the next significant category of crypto assets.

目前，这一切还处于非常早期的阶段，未来的发展充满不确定性——未来的智能体可能与今天完全不同。但有一点是肯定的：人工智能代理已经获得了市场和技术的支持，并有望成为下一个重要的加密资产类别。