人工智能代理将继续存在：适应或落后

近年来，我们见证了Crypto for AI的成长，在加密领域生根发芽，并催生了“算力资产化”、“模型资产化”、“数据资产化”等多个新赛道，代表项目是ionet 、奥尔姆和撒哈拉。

Over the past year, we've seen a surge in interest in Crypto for AI, which has taken root within the broader Crypto domain and spawned several new tracks, including "computing power assetization," "model assetization," and "data assetization," with representative projects being ionet, Olm, and Sahara.

在过去的一年里，我们看到人们对人工智能加密货币的兴趣激增，它已经在更广泛的加密货币领域扎根，并催生了几个新的赛道，包括“算力资产化”、“模型资产化”和“数据资产化”。 ” 代表项目有 ionet、Olm、Sahara。

With Trump's victory, the crypto craze has once again picked up steam globally, while AI for Crypto is also on the rise, rapidly generating many new things that emerge from the collision of AI, AI Agents, and Crypto.

随着特朗普的胜利，加密货币热潮在全球再次掀起热潮，而加密货币领域的人工智能也在兴起，人工智能、人工智能代理和加密货币的碰撞迅速产生了许多新事物。

AI Agents issuing tokens

AI代理发行代币

AI Agents posting and calling trades

人工智能代理发布和调用交易

AI Agents managing DAOs and fund trades

管理 DAO 和基金交易的人工智能代理

AI Agents trading autonomously

AI代理自主交易

To provide a rough overview, the development of AI Agents in the Crypto field currently has two paths:

粗略概括一下，目前加密领域AI Agent的发展有两条路径：

1. Top-down, developed by AI concept projects, which are more infrastructure-oriented. We will analyze this in detail in the next article describing the panorama of Web3 AI infrastructure.

1.自上而下，由AI概念项目开发，更加面向基础设施。我们将在下一篇描述 Web3 AI 基础设施全景的文章中对此进行详细分析。

2. Bottom-up, led by the AI Meme craze, driven by independent developers.

2. 自下而上，由 AI Meme 热潮引领，由独立开发者推动。

This article mainly discusses the second path.

本文主要讨论第二条路径。

Table of Contents:

目录：

1. OpenAI's official AI Agent is about to be released, which may trigger an AI Agent frenzy

1、OpenAI官方AI Agent即将发布，或将引发AI Agent热潮

As a leader in AI, OpenAI has long divided the path to the ultimate form of AI, AGI (Artificial General Intelligence), into five stages:

作为人工智能领域的领导者，OpenAI 早已将人工智能的终极形态——AGI（通用人工智能）之路划分为五个阶段：

Basic AI (Emerging AGI): The initial stage of AI development, referring to AI capable of basic conversation and information processing, such as ChatGPT. It relies heavily on pre-trained datasets, and the AI's "IQ" (understanding and reasoning ability) is very limited;

基础AI（Emerging AGI）：人工智能发展的初级阶段，指能够进行基本对话和信息处理的AI，例如ChatGPT。它严重依赖预先训练的数据集，AI的“IQ”（理解和推理能力）非常有限；

Reasoners: An advanced version of basic AI, capable of advanced logical reasoning and solving complex problems;

Reasoners：基础AI的高级版本，能够进行高级逻辑推理并解决复杂问题；

Agents: AI begins to have the ability to create content or perform actions without human input, or at least to execute tasks under human guidance. Most current AI Agents are still at a relatively early stage, mainly completing complex tasks that basic AI cannot achieve through planning, reasoning, and tool invocation;

代理：人工智能开始具备在没有人类输入的情况下创建内容或执行操作的能力，或者至少能够在人类指导下执行任务。目前大多数AI Agent还处于比较早期的阶段，主要通过规划、推理、工具调用来完成基础AI无法实现的复杂任务；

Innovators: AI at this stage can not only solve existing problems but also conduct independent research and development, innovating and evolving through learning, forming a virtuous cycle, and getting closer to humans;

创新者：现阶段的AI不仅可以解决现有问题，还可以进行自主研发，通过学习创新进化，形成良性循环，更加接近人类；

Organizations: The final stage of AGI, where such AI systems can intelligently allocate tasks, work collaboratively, and complete complex tasks, similar to a team or organization, achieving a 1+1 greater than 2 effect.

组织：AGI的最后阶段，这样的AI系统可以智能分配任务，协同工作，完成复杂的任务，类似于团队或组织，达到1+1大于2的效果。

If ChatGPT is at the first stage mentioned above, then the recently launched reasoning model o1 can certainly be classified into the second stage. The o1 model performs almost at the level of a PhD student in handling complex subjects like materialized biology. In the field of mathematics, it achieved an astonishing 83% accuracy rate in the International Mathematical Olympiad (IMO) exam, while GPT-4o could only correctly solve 13% of the problems.

如果说ChatGPT属于上述第一阶段，那么最近推出的推理模型o1当然可以属于第二阶段。在处理物化生物学等复杂学科时，o1 模型的表现几乎相当于博士生的水平。在数学领域，它在国际数学奥林匹克（IMO）考试中取得了惊人的83%的正确率，而GPT-4o只能正确解决13%的问题。

However, while users' attention is still focused on second-stage models like o1, OpenAI has quietly extended its "tentacles" into the third stage: Agents. OpenAI is positioning AI Agents as the next "trump card," as the Next Big Thing, steadily moving forward with a clear release date set for 2025.

然而，当用户的注意力还集中在o1这样的第二阶段模型时，OpenAI已经悄然将其“触角”伸向了第三阶段：Agents。 OpenAI 将 AI Agent 定位为下一张“王牌”，即“下一件大事”，并稳步向前推进，并确定了 2025 年的明确发布日期。

"Agents will be the next major breakthrough" ------ OpenAI CEO Sam Altman

“智能体将是下一个重大突破” ------ OpenAI CEO Sam Altman

"Letting GPT autonomously execute tasks will be a major focus next year" ------ OpenAI CPO Kevin Weil

“让GPT自主执行任务将是明年的一大焦点” ------ OpenAI CPO Kevin Weil

Next year, AI Agents will become the focal point of competition among various AI giants, with OpenAI facing strong competitors, including Anthropic's Computer Use and Google's upcoming AI Agent named Jarvis, set to launch in December.

明年，AI Agent将成为各AI巨头竞争的焦点，OpenAI面临强大的竞争对手，包括Anthropic的Computer Use和谷歌即将于12月推出的名为Jarvis的AI Agent。

Recently, Bloomberg reported that OpenAI plans to release an AI Agent tool named Operator in January, capable of autonomously completing tasks on a computer under user instructions, such as writing code and booking itineraries.

近日，彭博社报道称，OpenAI 计划于 1 月份发布一款名为 Operator 的 AI Agent 工具，能够根据用户指令在计算机上自主完成任务，例如编写代码、预订行程等。

It seems that the AI Agent framework Swarm, launched by OpenAI a month ago, is just an appetizer, with numerous real-world work and life use cases waiting for OpenAI and developers to implement. For example,

看来，OpenAI一个月前推出的AI Agent框架Swarm只是一个开胃菜，还有大量现实世界的工作和生活用例等待OpenAI和开发者去实现。例如，

2. AI Agent + Crypto, where to start?

2. AI Agent + Crypto，从哪里开始？

The productivity revolution brought by AI Agents will gradually permeate various industries, leading to higher efficiency, better services, and personalized experiences.

AI Agent带来的生产力革命将逐渐渗透到各个行业，带来更高的效率、更好的服务和个性化的体验。

In the crypto world, it seems that the current Crypto is inseparable from finance, so the most natural starting point for on-chain AI Agents is DeFi, but first, AI must gain financial autonomy. Traditionally, AI faces many restrictions in financial activities, such as being unable to open bank accounts and lacking legal identity. In the Crypto world, registering an on-chain identity and wallet for AI Agents is a very natural thing. We can pre-install crypto wallets and smart contracts, set spending limits, execute transactions, and manage funds, granting AI Agents financial autonomy.

在加密世界里，似乎现在的加密与金融密不可分，所以链上AI代理最自然的起点就是DeFi，但首先AI必须获得金融自主权。传统上，人工智能在金融活动中面临诸多限制，例如无法开设银行账户、缺乏合法身份等。在加密世界中，为人工智能代理注册链上身份和钱包是一件很自然的事情。我们可以预安装加密钱包和智能合约、设置支出限额、执行交易和管理资金，从而赋予人工智能代理财务自主权。

When AI Agents possess both autonomous decision-making capabilities and financial autonomy, the question of "what can they do" suddenly opens

当AI智能体同时具备自主决策能力和财务自主权时，“他们能做什么”的问题突然出现