AI Cult Memecoin 市值飙升至 $1.7B，主导 Solana 上的加密货币交易量

这些人工智能生成的代币基于所谓的新宗教主题，这些主题已成为加密货币的最新文化现象，尤其是在 Solana 上。

AI cults are the new power players in crypto’s memecoin market. These AI-generated tokens are based on so-called neo-religious themes that have become crypto’s latest cultural phenomenon, especially on Solana. They’re often playful, hinting at the rise of all-powerful artificial intelligence, and there’s typically no AI associated with these tokens, per se.

人工智能邪教是加密货币模因币市场的新力量。这些人工智能生成的代币基于所谓的新宗教主题，这些主题已成为加密货币的最新文化现象，尤其是在 Solana 上。它们通常很有趣，暗示着全能人工智能的崛起，而且这些代币本身通常没有与人工智能相关的东西。

But that hasn’t stopped them from becoming wildly popular, contributing to a 39% uptick in crypto trading volume on decentralised exchanges on Solana, according to this Dune dashboard. They’re also a major presence on centralised exchanges, where they can even account for half of the trading volume on smaller platforms.

但这并没有阻止它们变得广受欢迎，根据这个 Dune 仪表板，Solana 去中心化交易所的加密货币交易量增长了 39%。它们也是中心化交易所的主要存在，甚至可以占较小平台交易量的一半。

AI memecoins in total have surged to a $1.7 billion market value, according to Kaiko’s report. Their popularity has coincided with a returning buzz in memecoins after a major slump in August and amid sustained interest from retail traders.

根据 Kaiko 的报告，AI memecoin 的总市值已飙升至 17 亿美元。它们的受欢迎程度恰逢模因币在 8 月份大幅下跌后重新流行，以及散户交易者的持续兴趣。

“Average memecoin trading volume has gone up more than five-fold in 2024 compared to last year,” said the report.

报告称：“2024 年，memecoin 的平均交易量比去年增长了五倍多。”

One of the most popular is Goatseus Maximus, or GOAT for short, which stirred controversy and confusion last week after it rocketed to a $300 million market size. As speculation grew that venture capitalist Marc Andreessen was somehow connected to GOAT, he quickly distanced himself from the memecoin.

其中最受欢迎的是 Goatseus Maximus（简称 GOAT），其市场规模飙升至 3 亿美元后，上周引发了争议和混乱。随着人们越来越多地猜测风险投资家 Marc Andreessen 与 GOAT 有某种联系，他很快就与这种模因币保持了距离。

“I have nothing to do with the GOAT memecoin,” Andreessen posted on X. “I was not involved in creating it, play no role in it, have no economics in it, and do not own any of it.”

“我与 GOAT memecoin 没有任何关系，”Andreessen 在 X 上发帖称。“我没有参与创建它，在其中没有发挥任何作用，在其中没有经济意义，也不拥有它的任何东西。”

Although that may have slowed the hype, it didn’t kill it. GOAT is trading at 43 US cents, up 16% over the last 24 hours.

尽管这可能减缓了炒作的速度，但并没有扼杀它。 GOAT 的交易价格为 43 美分，在过去 24 小时内上涨了 16%。

GOAT has gained a following from some big names, though, including BitMEX founder Arthur Hayes. “When I heard about an AI launching its own memecoin and religion, I immediately aped in,” Hayes said.

不过，GOAT 已经赢得了一些知名人士的追随者，其中包括 BitMEX 创始人 Arthur Hayes。 “当我听说人工智能推出自己的模因币和宗教时，我立即效仿，”海耶斯说。

The GOAT memecoin became popular after a rumour spread online that it was created by an AI agent. But the AI in question, Terminals of Truth, did not create the token. Instead, the anonymous creator tagged Terminals of Truth which endorsed the token and muddied the story about its origins.

GOAT memecoin 在网上流传谣言称它是由人工智能代理创建后开始流行。但所讨论的人工智能“真理终端”并没有创建代币。相反，匿名创建者标记了“真理终端”，该终端认可了该代币，并混淆了有关其起源的故事。

Memecoins draw from viral internet trends and pop cultural references, and the AI cult variety is no different. These AI-generated tokens contribute to a 39% uptick in crypto trading volume on decentralised exchanges on Solana, according to this Dune dashboard.

Memecoin 借鉴了病毒式互联网趋势和流行文化参考，人工智能崇拜也不例外。根据 Dune 仪表板，这些人工智能生成的代币使 Solana 去中心化交易所的加密货币交易量增长了 39%。

The biggest AI memecoin is Turbo, which CoinGecko says has a $678 million market size. Toad-themed Turbo bills itself as the “first AI-generated memecoin,” or one created by so-called AI agents.

最大的人工智能模因币是 Turbo，CoinGecko 称其市场规模为 6.78 亿美元。以蟾蜍为主题的 Turbo 标榜自己是“第一个人工智能生成的模因币”，或者是由所谓的人工智能代理创建的模因币。

Memecoins have been crypto’s most active market. The largest memecoins are now worth almost $63 billion in market value, CoinGecko data shows. That valuation only captures the notable tokens, but crypto’s freewheeling memecoin universe expands daily with new coins added to the mix.

Memecoin 一直是加密货币最活跃的市场。 CoinGecko 数据显示，最大的 memecoin 的市值目前已接近 630 亿美元。该估值仅涵盖了著名的代币，但加密货币随心所欲的 memecoin 宇宙每天都会随着新代币的添加而扩展。

According to Kaiko, memecoins averaged $16 billion in trading volume in 2024 ― up from $3 billion last year. Apart from volume, memecoins also command a greater share of the total crypto market value.

据 Kaiko 称，memecoin 的平均交易量到 2024 年将达到 160 亿美元，高于去年的 30 亿美元。除了交易量之外，模因币在加密货币总市值中也占据了更大的份额。

“Their share in the top 50 altcoins by market capitalisation has also grown, increasing from 7% in early 2023 to between 25%–30% in 2024,” Kaiko wrote in a research note on Monday.

Kaiko 在周一的一份研究报告中写道：“按市值计算，它们在前 50 名山寨币中的份额也有所增长，从 2023 年初的 7% 增加到 2024 年的 25% - 30%。”

Kaiko also noted that memecoins even dominate other cryptos on smaller exchanges where the sector can even approach 50% of the trading volume on such platforms.

Kaiko 还指出，memecoin 甚至在小型交易所中主导了其他加密货币，该行业甚至可以接近此类平台交易量的 50%。

While memecoin activity is still driven by speculative trading, their outperformance of other cryptocurrencies this year is still notable. Kaiko cites the tendency for hype-driven mania among memecoin communities as part of the reason for the sector’s success.

尽管 memecoin 活动仍然受到投机交易的推动，但它们今年相对于其他加密货币的表现仍然引人注目。 Kaiko 指出，memecoin 社区中炒作驱动的狂热趋势是该行业成功的部分原因。

Also, retail traders tend to view memecoin launches as being fairer than other crypto tokens backed by venture capital investors, Kaiko wrote

此外，Kaiko 写道，零售交易者倾向于认为 memecoin 的发行比风险资本投资者支持的其他加密代币更公平

That’s because the latter hit the market at inflated valuations but limited token supply as most of the coins are locked up in vesting schedules. Those vested tokens periodically enter the market and dilute the supply leading to massive price decline.

这是因为后者以高估的估值进入市场，但代币供应有限，因为大多数代币都被锁定在兑现计划中。这些既定代币定期进入市场并稀释供应，导致价格大幅下跌。

Conversely, memecoins are launched with all of their supply unlocked, which enables more organic price discovery, according to Kaiko.

相反，Kaiko 表示，模因币在其所有供应量均已解锁的情况下推出，这使得更有机的价格发现成为可能。