AI周刊：香港共识，开源AI运动和市场条件

您参加了香港的共识吗？希望你爆炸了！我们没有去，但是我们确实研究了会议的时间表，这是关键的收获：

Author: Teng Yan, Researcher (focused on Crypto x AI)

作者：研究人员Teng Yan（专注于加密X AI）

Compiled by: Astrea, PANews

编译者：Astrea，panews

Did you attend the Hong Kong Consensus? Hope you had a blast! We didn’t go, but we did study the timeline of the conference and here are the key takeaways:

您参加了香港的共识吗？希望你爆炸了！我们没有去，但是我们确实研究了会议的时间表，这是关键的收获：

At the same time, the open source movement is in full swing. Large Web2 players are publishing their models:

同时，开源运动如火如荼。大型Web2播放器正在发布他们的模型：

Why is this important for the crypto space? Open source AI reduces costs, enhances security, and drives decentralized innovation. The market may be sluggish, but AI is accelerating.

为什么这对加密空间很重要？开源AI降低了成本，提高安全性并驱动了分散的创新。市场可能会迟钝，但是AI正在加速。

In this issue of AI Weekly, we will explore:

在本期《 AI周刊》中，我们将探索：

1. Market conditions

1。市场条件

ENQAI stood out this week with a 50% gain, likely driven by the expansion of its new team (new CMO and new initiatives). NMT followed suit with a 23% gain following the launch of Net Mind XYZ on BNB Chain (more on that later). Meanwhile, TAO rose 18%, likely driven by the Coinbase listing news.

ENQAI本周以50％的收益脱颖而出，这可能是由于其新团队（新的CMO和新计划）的扩展所驱动的。 NMT紧随其后，在BNB链上推出Net Mind XYZ之后，NMT收益23％（稍后会详细介绍）。同时，Tao上升了18％，可能是由Coinbase上市新闻驱动的。

But not all AI tokens are doing well. ELIZA, GRIFFAIN, and ARC have all taken a beating, with declines of around 40%. Is the Solana AI agent losing its luster? We’ll soon find out.

但是，并非所有的AI令牌都表现良好。 Eliza，Griffain和Arc都受到了殴打，下降量约为40％。 Solana AI代理失去了光泽吗？我们很快就会发现。

Now, let’s take a look at where the big money has been flowing this week.

现在，让我们看一下本周的大笔资金在哪里流动的地方。

Virtuals led the market with $3.5 million in inflows, driven by strong performance from sports proxy platforms HeyTracyAI and AskBillyBets, while its spots betting business continued to gain market share.

Virtuals以350万美元的流入为市场，这是由体育代理平台Heytracyai和Askbillybets的出色表现驱动的，而其景点投注业务继续获得市场份额。

The team has recently launched the Agent Commerce Protocol (ACP), the first blockchain protocol that enables autonomous collaboration of AI agents. The demonstration case shows that five AI agents have successfully operated Lemonade's simulated business scenario on the chain, and the entire process does not require a preset trigger mechanism.

该团队最近启动了代理商商业协议（ACP），这是第一个实现AI代理自动协作的区块链协议。演示案例表明，五个AI代理在链条上成功操作了Lemonade的模拟业务方案，并且整个过程不需要预设触发机制。

Freysa attracted $600,000 in net inflows by releasing the Sovereign Agent Framework, which allows users to create immutable AI agents based on cryptographic evidence and decentralized governance. They also released Freysa Act IV, a virtual game where players will control AI digital avatars to compete in a simulated city. If the digital avatar wins the 18-day competition, the player will receive a six-figure prize (up to more than $100,000).

Freysa通过释放主权代理框架吸引了60万美元的净流入，该框架使用户可以根据加密证据和分散治理创建不可变的AI代理。他们还发布了IV，这是一款虚拟游戏，玩家将控制AI Digital Avatars在模拟城市中竞争。如果Digital Avatar赢得了18天的比赛，球员将获得六位数的奖项（高达100,000美元）。

2. Weekly chart selection

2。每周图表选择

Is the Artificial Intelligence Boom Brewing on BNB Chain?

人工智能繁荣在BNB链上酿造吗？

BNB Chain may be experiencing a recovery, and AI agents are leading the trend. CZ (Changpeng Zhao) continues to promote the implementation of real AI applications on the chain, and this time it is not empty talk - this week BNB Chain AI agents took three of the top five positions in market value growth.

BNB链可能正在经历恢复，AI代理商正在领导这一趋势。 CZ（Changpeng Zhao）继续促进该链上实施AI应用程序的实施，这次不是空的谈话 - 本周BNB连锁AI代理商在市场价值增长中占据了前五名中的三个职位中的三个。

Does this mean… the return of the DeFi summer era, when BNB Chain was our main battlefield?

这是否意味着……当时BNB连锁店是我们的主要战场时，Defi夏季时代的回归？

First, BNBXBT , an AI agent inspired by popular AI influencer AIXBT, was launched this week. It is built on the ElizaOS framework and focuses on in-depth research on Binance Smart Chain (BSC). According to Cookie Fun data, in just one week, it has captured 2% of the AI market share and attracted more than 6,000 holders - a pretty good performance for a newly launched project.

首先，本周推出了受欢迎的AI影响者AIXBT启发的AI代理BNBXBT。它建立在Elizaos框架上，并重点介绍了对Binance Smart Chain（BSC）的深入研究。根据Cookie Fun Data，在短短一周内，它捕获了AI市场份额的2％，并吸引了6,000多个持有人 - 对于新推出的项目来说，这是一个很好的表现。

This week, NetMind (NMT) and BNB Chain launched NetMind XYZ , a new AI agent platform. Think of it as an agent launchpad platform where users can quickly deploy, automate, and coordinate AI agents powered by NetMind's decentralized computing and model APIs.

本周，Netmind（NMT）和BNB连锁店推出了新的AI代理平台NetMind XYZ。将其视为一个代理启动板平台，用户可以在该平台中快速部署，自动化和协调由NetMind的分散计算和模型API提供支持的AI代理。

The first agent to debut on the Netmind platform is Zoey , an AI application in the health space that provides personalized health coaching, longevity supplements, and mental health support, all tied to a major London-based longevity center. Zoey’s token, NML, was issued this week and has surged 270% in market value to about $8 million.

在NetMind平台上首次亮相的第一个代理是Zoey，这是健康领域中的AI应用程序，可提供个性化的健康教练，长寿补品和心理健康支持，所有这些都与伦敦主要的长寿中心息息相关。 Zoey的代币NML本周发行，市场价值飙升至约800万美元。

Other highlights of AI on BNB Chain this week include:

本周BNB链上AI的其他亮点包括：

III. Project Highlights

iii。项目亮点

Launch of KAITO

Kaito的推出

Kaito AI’s airdrop event went live as scheduled, and as expected, caused chaos on the chain.

Kaito AI的Airdrop活动按计划进行，并预期造成混乱。

The project attempts to reconstruct the attention economy system, and through the AI-driven InfoFi Model and $KAITO tokens, it returns the right to value distribution to users, creators, and brands, rather than having centralized platforms monopolize the profits. Its mechanism ensures that all content contributors can receive fair returns, truly realizing the decentralized circulation of attention value.

该项目试图重建注意力经济系统，并通过AI驱动的Infofi模型和$ KAITO令牌，它返回了对用户，创建者和品牌的价值分配的权利，而不是让集中式平台垄断利润。它的机制可确保所有内容贡献者都可以获得公平的回报，从而真正实现了注意力价值的分散循环。

In the era of GenAI, attention is value (or “Yaps” as Kaito calls it). $KAITO tokens, as the economic layer infrastructure, realize this value conversion mechanism.

在Genai时代，注意力是价值（或Kaito称之为“ YAP”）。作为经济层基础设施，$ kaito代币实现了这种价值转换机制。

About this airdrop: Initially, the community can only claim 10% of the airdrop share , and the reward targets are early contributors (yappers) and Genesis NFT holders. With KAITO launched at a fully

关于这款空调：最初，社区只能占据空调的10％，奖励目标是早期贡献者（Yappers）和Genesis NFT持有人。凯托（Kaito）完全推出