CoinGecko 强调了 2025 年的前景，人工智能支持的加密货币项目和 Meme 代币激增

CoinGecko 研究分析师 Shaun Lee 强调了人工智能加密项目的成功以及某些模因币的前所未有的增长。

CoinGecko research analyst Shaun Lee highlights several promising narratives in the crypto space that are expected to continue gaining traction by 2025. These narratives include the integration of artificial intelligence (AI) with crypto, the proliferation of meme coins, the use of crypto points farming for airdrops, the popularity of perpetual trading on decentralized exchanges, and the tokenization of real-world assets (RWAs).

CoinGecko 研究分析师 Shaun Lee 强调了加密货币领域的几个有希望的叙述，预计到 2025 年这些叙述将继续受到关注。这些叙述包括人工智能 (AI) 与加密货币的集成、模因币的激增、使用加密货币积分耕作空投、去中心化交易所永续交易的流行以及现实世界资产（RWA）的代币化。

According to Lee, the convergence of AI and crypto has been a major theme in 2024, with the community showing a keen interest in building projects that combine the capabilities of blockchain technology and artificial intelligence. Several projects have already achieved positive results in facilitating decentralized access to AI.

Lee表示，人工智能和加密货币的融合是2024年的一大主题，社区对构建结合区块链技术和人工智能功能的项目表现出浓厚的兴趣。一些项目已经在促进人工智能的去中心化访问方面取得了积极成果。

Among the most successful AI-related crypto projects is the Virtuals Protocol, a decentralized platform for creating, owning, and monetizing AI agents in virtual worlds. Dune data reveals that Virtuals created more than 21,000 AI Agent tokens in the last month alone. Some of these tokens, such as AIXBT and LUNA, surged more than 300% only days after their initial launch.

最成功的人工智能相关加密项目之一是 Virtuals Protocol，这是一个去中心化平台，用于在虚拟世界中创建、拥有人工智能代理并从中获利。 Dune 数据显示，Virtuals 仅在上个月就创建了超过 21,000 个 AI Agent 代币。其中一些代币，例如 AIXBT 和 LUNA，在首次推出几天后就飙升了 300% 以上。

Another notable development in 2024 was the launch of AI16z, an AI-driven venture firm that began trading and currently has a market cap of $600 million. As of this month, the Eliza Framework, AI16z’s technical foundation, has become one of the most widely adopted open-source frameworks for AI agents.

2024 年另一个值得注意的发展是 AI16z 的推出，这是一家人工智能驱动的风险公司，已开始交易，目前市值为 6 亿美元。截至本月，AI16z 的技术基础 Eliza 框架已成为 AI 代理最广泛采用的开源框架之一。

This open-source platform empowers developers of all levels to build and deploy AI-driven solutions. AI16z’s framework was specifically designed to bridge the gap between centralized and decentralized systems, making it accessible to Web3 and Web2 developers.

这个开源平台使各级开发人员能够构建和部署人工智能驱动的解决方案。 AI16z 的框架经过专门设计，旨在弥合集中式和分散式系统之间的差距，使其可供 Web3 和 Web2 开发人员使用。

In addition to AI integrations, there was also a strong push in the generation of new meme coins, which led to higher trading volumes and a surge in overall earnings.

除了人工智能集成之外，新模因币的产生也得到了大力推动，这导致了交易量的增加和整体收益的激增。

“Solana’s resurgence and the creation of Pump.fun have led to the proliferation of meme coins. Meme coins are easily accessible nowadays and can be created with the click of a few buttons, carrying the trend from 2023,” Lee explained.

“Solana 的复兴和 Pump.fun 的创建导致了 meme 币的激增。 Meme 币如今很容易获得，只需点击几个按钮即可创建，这引领了 2023 年的趋势。”Lee 解释道。

Launched this year, Pump.fun has become a major player and dominates Solana meme tokens. The meme coin launchpad generated nearly $300 million in revenue in 2024, according to data from DeFi Llama.

Pump.fun 今年推出，已成为主要参与者并主导 Solana meme 代币。根据 DeFi Llama 的数据，meme 币启动板在 2024 年创造了近 3 亿美元的收入。

The success surrounding airdrop narratives in the DeFi space was also a highlight of the year, according to Lee.

Lee 表示，围绕 DeFi 领域空投故事的成功也是今年的一大亮点。

“After lagging for the past couple of years, DeFi has caught a bid once again. Points farming for airdrops drove up the usage of Pendle, while Ethena’s new stablecoin model and its integration with many popular DeFi protocols have helped bolster its popularity,” he said.

“在经历了过去几年的落后之后，DeFi 再次受到了竞购。空投积分推动了 Pendle 的使用，而 Ethena 的新稳定币模型及其与许多流行的 DeFi 协议的集成有助于增强其受欢迎程度。”

Pendle’s Ethereum-based yield trading protocol tokenizes the yield of crypto assets, allowing users to trade and manage yield-bearing assets. It enables strategies like fixed-income yield, yield speculation, and yield farming, bringing traditional finance concepts to the DeFi world.

Pendle基于以太坊的收益交易协议将加密资产的收益代币化，允许用户交易和管理产生收益的资产。它支持固定收益收益、收益投机和收益耕作等策略，将传统金融概念带入 DeFi 世界。

Although the concept behind Pendle has been around for a while, its particular framework allows users to trade tokens while earning yields of up to 47% on the underlying assets, outperforming similar existing projects.

尽管 Pendle 背后的概念已经存在了一段时间，但其特定的框架允许用户交易代币，同时获得高达 47% 的基础资产收益率，优于现有的类似项目。

Launched in 2021, Pendle has seen a surge in popularity this year due to increased Ethereum liquid staking and airdrops from DeFi protocols like Ether.Fi. In April, raising Ethena’s USDe pool cap to $400 million fueled further activity, pushing Pendle’s total value locked (TVL) to a staggering $4.88 billion.

Pendle 于 2021 年推出，由于以太坊流动性质押和 Ether.Fi 等 DeFi 协议的空投增加，今年人气飙升。 4 月份，Ethena 的 USDe 池上限提高至 4 亿美元，进一步推动了活动，将 Pendle 的锁定总价值 (TVL) 推至惊人的 48.8 亿美元。

Lee also highlighted the use of crypto points farming by various projects, such as Eigen and staking protocols, which offered points for Total Value Locked in anticipation of future airdrops.

Lee 还强调了各种项目对加密积分农业的使用，例如 Eigen 和质押协议，这些项目为锁定总价值提供积分，以应对未来的空投。

When discussing successes within DeFi, CoinGecko’s research analyst also spotlit Aave Protocol’s token, which has experienced a recent surge in activity fueled by significant whale accumulation, injecting fresh liquidity into the market.

在讨论 DeFi 领域的成功时，CoinGecko 的研究分析师还重点关注了 Aave Protocol 的代币，该代币最近在鲸鱼大量积累的推动下经历了活动激增，为市场注入了新的流动性。

Similarly, decentralized exchanges also saw a surge in popularity for perpetual trading. Lee used Hyperliquid’s recent airdrop as an example of how this initiative significantly boosted trading volumes.

同样，去中心化交易所的永续交易也越来越受欢迎。 Lee 以 Hyperliquid 最近的空投为例，说明了这一举措如何显着提高了交易量。

Hyperliquid, a high-performance decentralized crypto exchange built on its own Layer 1 blockchain, made waves at the end of November when it airdropped its HYPE token to over 90,000 users.

Hyperliquid 是一家基于自己的 Layer 1 区块链构建的高性能去中心化加密货币交易所，在 11 月底向 90,000 多名用户空投 HYPE 代币时引起了轰动。

This generous distribution of tokens made crypto history as the largest airdrop ever done, while the token’s pricer surge has been ongoing, reaching an all-time high this week. The crypto community greeted the move with surprise, setting a new standard for future crypto airdrops.

这种慷慨的代币分发创造了加密货币历史上有史以来最大的空投，而代币的价格飙升一直在持续，本周达到历史新高。加密社区对此感到惊讶，为未来的加密空投设立了新标准。

Finally, Lee pointed out that real-world asset projects are continuing to gain ground, with tokenized treasuries already surpassing $3 billion.

最后，Lee 指出，现实世界的资产项目正在继续取得进展，代币化国债已经超过 30 亿美元。

A type of physical or financial asset that exists outside of the digital spectrum, RWAs are represented on the blockchain in the form of a token.

RWA 是一种存在于数字频谱之外的实物或金融资产，以代币的形式在区块链上表示。