当鲸鱼积累 AI16Z 和 VIRTUAL 时，AI 代理会砍掉 Meme 代币

鲸鱼对 AI16Z 的持续兴趣是 AI 代币发展趋势的信号。 AI16Z 及其 ELIZA 生态系统代币仍然存在

A whale address has been accumulating AI16Z over the past few days, starting with the first substantial purchase on December 26.

从12月26日首次大量购买开始，这几天一直在积累AI16Z。

The whale buying once again signals accumulation for AI16Z, one of the top AI agent tokens, as covered.

鲸鱼购买再次标志着 AI16Z 的积累，AI16Z 是顶级人工智能代理代币之一。

The new storage wallet mainly holds AI16Z and ZEREBRO, another trending AI agent. Nansen tags the address itself as a “Zerebro Whale.”

新款存储钱包主要存放AI16Z和另一款热门AI代理ZEREBRO。南森将该地址本身标记为“斑斑鲸”。

The other notable wallet, tagged “Michi Whale,” rolled over from POPCAT into AI16Z and MICHI. The two whale wallets also contain minor holdings from previous meme cycles, especially animal and viral memes on Solana.

另一个著名的钱包，标记为“Michi Whale”，从 POPCAT 转移到 AI16Z 和 MICHI。这两个鲸鱼钱包还包含之前模因周期中的少量资产，尤其是 Solana 上的动物和病毒模因。

Meme tokens remained one of the strongest narratives at the end of 2024. However, the sector as a whole went through a drawdown, with its total valuation sliding under $100B. Despite this, both whales and retail are on the lookout for the next hot category of memes.

到 2024 年底，Meme 代币仍然是最强劲的叙事之一。然而，整个行业经历了下跌，其总估值跌至 $100B 以下。尽管如此，鲸鱼和零售业都在寻找下一个热门的模因类别。

It is precisely AI agents that started to deliver returns in the past day, rising from a valuation of around $8.7B to over $9.64B. The growth of AI agent tokens is driven by outliers, staging unexpected rallies. Whales make use of the short-term price fluctuations, while also betting on having sufficient liquidity to be able to realize profits.

正是人工智能代理在过去一天开始带来回报，估值从 $8.7B 左右上升至超过 $9.64B。人工智能代理代币的增长是由异常值推动的，引发了意想不到的反弹。鲸鱼利用短期的价格波动，同时也押注拥有足够的流动性才能实现利润。

Truth Terminal still holds cult status, while boosting the FARTCOIN rally.

Truth Terminal 仍然保持着狂热的地位，同时推动了 FARTCOIN 的上涨。

Social media users quickly got bored of AI agents as a single personality. However, the agent market is spawning a new series of projects, aiming to provide utility and long-term sustainability.

社交媒体用户很快就厌倦了单一人格的人工智能代理。然而，代理市场正在催生一系列新的项目，旨在提供实用性和长期可持续性。

Toward the end of 2024, several platforms for launching new AI agents and tokens appeared. Those platforms model their activity after Pump.fun, though with a more complex process of creating agents and deploying them on social media.

到 2024 年底，出现了多个推出新人工智能代理和代币的平台。这些平台以 Pump.fun 为模型进行活动，但创建代理并将其部署到社交媒体上的过程更加复杂。

While agents themselves compete for mindshare, platform tokens are singled out for their potential to reflect the growth of the entire AI agent space.

当代理本身争夺思想份额时，平台代币因其反映整个人工智能代理领域增长的潜力而被挑选出来。

AI16Z and its ELIZA sparks competition between AI agent platforms

AI16Z及其ELIZA引发AI代理平台之间的竞争

Social media users quickly got bored of AI agents as a single personality. However, the agent market is spawning a new series of projects, aiming to provide utility and long-term sustainability.

社交媒体用户很快就厌倦了单一人格的人工智能代理。然而，代理市场正在催生一系列新的项目，旨在提供实用性和长期可持续性。

Toward the end of 2024, several platforms for launching new AI agents and tokens have appeared. Those platforms model their activity after Pump.fun, though with a more complex process of creating agents and deploying them on social media.

到 2024 年底，已经出现了多个推出新人工智能代理和代币的平台。这些平台以 Pump.fun 为模型进行活动，但创建代理并将其部署到社交媒体上的过程更加复杂。

While agents themselves compete for mindshare, platform tokens are singled out for their potential to reflect the growth of the entire AI agent space.

当代理本身争夺思想份额时，平台代币因其反映整个人工智能代理领域增长的潜力而被挑选出来。

AI16Z and its Eliza agent launchpad helped the token appreciate by 58% in the past week and draw the attention of buyers. AI16Z traded at $0.88, near its all-time high.

AI16Z 及其 Eliza 代理 Launchpad 帮助该代币在过去一周升值了 58%，并吸引了买家的注意。 AI16Z 的交易价格为 0.88 美元，接近历史高点。

While ELIZA was announced early and tried to market its launchpad brand, Virtuals Protocol locked in the biggest share of value in December. The token is second only to Virtuals Protocol, the leading AI agent launchpad on Base.

虽然 ELIZA 很早就宣布并试图推销其 Launchpad 品牌，但 Virtuals Protocol 在 12 月锁定了最大的价值份额。该代币仅次于 Virtuals Protocol（Base 上领先的 AI 代理启动板）。

VIRTUAL also traded close to its record price at $3.13. The two leading tokens made up around 30% of the entire market cap of AI agent assets. For now, the market does not reflect the newly rising agents, which are yet building up their social media presence.

VIRTUAL 的交易价格也接近其历史最高价 3.13 美元。这两个领先的代币约占人工智能代理资产总市值的 30%。目前，市场并未反映出新崛起的代理商，他们尚未建立社交媒体影响力。

The biggest earner this time was Phala Network (PHA), expanding by 192% in the past week, close to its yearly high of $0.33. Phala Network reinvented itself after launching its 2.0 version on December 25. The platform does not explicitly deal with launching AI agents but with infrastructure for AI computation. Phala Network’s infrastructure is used for trusted AI token launches, making it indispensable in the new on-chain experiment.

此次收益最大的是 Phala Network (PHA)，过去一周股价上涨 192%，接近年度高点 0.33 美元。 Phala Network 在 12 月 25 日推出 2.0 版本后进行了彻底改造。该平台没有明确处理启动人工智能代理，而是处理人工智能计算的基础设施。 Phala Network 的基础设施用于可信 AI 代币的发布，使其在新的链上实验中不可或缺。

PHA also rose after the success of Spore.fun, a platform where AI agents compete and evolve independently. The Phala Network technology is also applied among projects from the Eliza framework by AI16Z.

PHA 也在 Spore.fun 成功后兴起，Spore.fun 是一个人工智能代理独立竞争和进化的平台。 Phala Network技术也被AI16Z应用于Eliza框架的项目中。

The recent token rallies show the AI agent space is increasingly connected, bringing both mindshare on social media and liquidity for new projects. The sector is also trying to build up liquidity and set up value transfers between agents. The AI narrative displaced the older types of AI tokens, which focused on nodes and consensus and often failed to deliver a usable product.

最近的代币涨势表明，人工智能代理领域的联系日益紧密，既带来了社交媒体上的关注度，也带来了新项目的流动性。该行业还试图建立流动性并在代理商之间建立价值转移。人工智能的叙述取代了旧类型的人工智能代币，这些代币专注于节点和共识，并且往往无法提供可用的产品。

The recent rise in AI agent platforms displaced previous narratives, such as shared GPU infrastructure for rendering and other tasks. The current drive is for infrastructure to tap the activity and value of AI personalities while adding meme tokens and DeFi elements.

最近人工智能代理平台的兴起取代了以前的叙述，例如用于渲染和其他任务的共享 GPU 基础设施。当前的驱动力是基础设施挖掘人工智能人物的活动和价值，同时添加 meme 代币和 DeFi 元素。