AI 代币：真正的机会还是只是另一场赌博？

人工智能 (AI) 正在改变行业并重塑全球经济。它与区块链技术的日益融合使人工智能代币成为人们关注的焦点。但随着 2025 年的临近，一个大问题很明确：这些代币是真正的机会还是只是另一场赌博？

Artificial intelligence (AI) is quickly changing many different industries and having a big impact on the world economy. Its growing connection with blockchain technology has put a spotlight on AI tokens, but as 2025 approaches, a key question remains: Are these tokens a promising opportunity or just another risky bet?

人工智能（AI）正在迅速改变许多不同的行业，并对世界经济产生巨大影响。它与区块链技术日益紧密的联系使人工智能代币成为人们关注的焦点，但随着 2025 年的临近，一个关键问题仍然存在：这些代币是一个有前途的机会还是只是另一个冒险的赌注？

AI's Multi-Trillion Dollar Impact on Economy

人工智能对经济的数万亿美元影响

According to McKinsey & Co, risk and compliance departments have seen a 62% increase in revenue thanks to AI, while IT and supply chain sectors posted 62% and 53% growth, respectively. The firm’s analysis suggests generative AI could boost the global economy by $4.4 trillion annually.

麦肯锡公司的数据显示，得益于人工智能，风险和合规部门的收入增长了 62%，而 IT 和供应链部门的收入分别增长了 62% 和 53%。该公司的分析表明，生成式人工智能每年可为全球经济带来 4.4 万亿美元的增长。

Dune Analytics highlighted that nearly 69% of blockchain discussions now revolve around AI. The data storage industry, which is crucial for both AI and blockchain, could be valued at $778 billion by 2030, growing 18% each year.

Dune Analytics 强调，现在近 69% 的区块链讨论都围绕人工智能展开。对于人工智能和区块链都至关重要的数据存储行业，到 2030 年价值可能达到 7780 亿美元，每年增长 18%。

Arthur Hayes and Murad Mahmudov have expressed contrasting views on AI tokens. Hayes sees potential in early movers like the AI-based meme coin GOAT, highlighting its first-adopter advantage and growing attention. He suggests these tokens might yield strong returns as interest in AI grows.

Arthur Hayes 和 Murad Mahmudov 对 AI 代币表达了截然不同的观点。 Hayes 看到了基于人工智能的 meme 币 GOAT 等早期推动者的潜力，强调了其率先采用者的优势和日益增长的关注度。他认为，随着人们对人工智能兴趣的增长，这些代币可能会产生丰厚的回报。

On the other hand, Mahmudov points out challenges related to technological tokens. He argues that rapid advances in AI will commoditize code, ultimately reducing the long-term value of tech-reliant cryptocurrencies.

另一方面，马哈茂多夫指出了与技术代币相关的挑战。他认为人工智能的快速进步将使代码商品化，最终降低依赖技术的加密货币的长期价值。

Bitcoin's Role in AI Tokens' Success

比特币在人工智能代币成功中的作用

Bitcoin's recent bullish momentum could pave the way for AI tokens to flourish. Crypto analyst Miles Deutscher noted that Bitcoin consolidated above 2021 highs, indicating potential growth toward $100,000. He also highlighted $2 billion in institutional inflows into Bitcoin ETFs last week, suggesting increasing optimism from traditional finance.

比特币最近的看涨势头可能为人工智能代币的蓬勃发展铺平道路。加密货币分析师 Miles Deutscher 指出，比特币在 2021 年高点上方盘整，表明比特币潜在增长至 10 万美元。他还强调上周有 20 亿美元的机构资金流入比特币 ETF，这表明传统金融的乐观情绪日益增强。

Deutscher pointed out that altcoins, including AI tokens, are likely to rally during Bitcoin's late-cycle bull run. However, he advises against spreading investments too thinly, encouraging investors to focus on fewer high-conviction tokens in strong narratives like AI and real-world asset tokenization.

多伊彻指出，包括人工智能代币在内的山寨币可能会在比特币后期牛市期间反弹。然而，他建议不要过于分散投资，鼓励投资者关注人工智能和现实世界资产代币化等强有力的叙述中较少的高信念代币。

As Donald Trump prepares to assume office in Jan. 2025, pro-crypto policies could influence the trajectory of blockchain and AI tokens. Trump's collaboration with Elon Musk might signal potential shifts in tech-driven crypto adoption under his administration.

随着唐纳德·特朗普 (Donald Trump) 准备于 2025 年 1 月上任，支持加密货币的政策可能会影响区块链和人工智能代币的发展轨迹。特朗普与埃隆·马斯克的合作可能标志着他的政府领导下技术驱动的加密货币采用的潜在转变。

While the technology's economic potential is undeniable, rapid advancements could render many tokens obsolete. Experts like Deutscher advocate for disciplined strategies, including incremental profit-taking and selective investments, to navigate this volatile market.

虽然该技术的经济潜力是不可否认的，但快速进步可能会使许多代币变得过时。多伊彻等专家主张采取严格的策略，包括增量获利回吐和选择性投资，以应对这个动荡的市场。