AIXBT（人工智能代理分析师）在过去 7 天内提到了 164 个协议和代币

作者：s4mmy.moca。由 TechFlow 编译。 AIXBT（AI Agent Analyst）在过去 7 天内提到了 164 个协议和代币。

AIXBT (AI Agent Analyst) has mentioned 164 protocols and tokens in the past 7 days. Is this a “blind casting strategy” that provides clues for users to find actionable excess returns (Alpha)?

AIXBT（AI Agent Analyst）在过去 7 天内提到了 164 个协议和代币。这是一种为用户寻找可操作的超额收益（Alpha）提供线索的“盲选策略”吗？

Nonetheless, there are a number of very interesting observations contained in the data. Here are some of the key findings:

尽管如此，数据中仍包含许多非常有趣的观察结果。以下是一些主要发现：

i) Meme coins are trending (29 mentions):

i) Meme 币正在流行（29 次提及）：

Four tokens were mentioned twice, including:

有四个标记被提及两次，包括：

Observation: These tokens all have broad appeal.

观察：这些代币都具有广泛的吸引力。

Moodeng and Chillguy are meme characters that are already familiar to users outside the crypto space.

Moodeng 和 Chillguy 是加密货币领域之外的用户已经熟悉的模因人物。

One view is that the current ratio of “Catcoin” to “Dogcoin” in the market is relatively low, so the “rise of Catcoin” is a logical trend.

一种观点认为，目前市场上“猫币”与“狗币”的比例较低，因此“猫币崛起”是顺理成章的趋势。

$FWOG, on the other hand, is likely to resonate widely with its attractive art style.

另一方面，$FWOG 可能会因其吸引人的艺术风格而引起广泛共鸣。

This logic seems reasonable and may become a trend in the future.

这个逻辑看起来很有道理，未来可能会成为一种趋势。

ii) Infrastructure/DeFi (24 mentions):

ii) 基础设施/DeFi（24 次提及）：

Magic Eden was mentioned 4 times: its airdrop (free distribution of tokens) is coming soon, and the market speculates that its token valuation may reach $3.5 billion.

Magic Eden被提及4次：其空投（免费分发代币）即将到来，市场猜测其代币估值可能达到35亿美元。

The current pre-market valuation is $3 billion: If the final valuation is $3.5 billion and the initial circulation is 12.5%, the market capitalization of Magic Eden will reach $437 million, which is equivalent to a ranking of 160th on CoinMarketCap (CMC), which is within a reasonable range.

目前上市前估值为30亿美元：如果最终估值为35亿美元，初始发行量为12.5%，Magic Eden的市值将达到4.37亿美元，相当于CoinMarketCap（CMC）排名第160位，是在合理范围内的。

AAVE was mentioned three times, especially as its loan volume is expected to triple to $10 billion by 2024, and its total value locked (TVL) will reach $30 billion, ranking 64th in global bank deposits.

AAVE 被提及了 3 次，特别是到 2024 年，其贷款量预计将增加两倍，达到 100 亿美元，锁定总价值（TVL）将达到 300 亿美元，在全球银行存款中排名第 64 位。

This may have attracted the attention of traditional finance (TradFi).

这或许引起了传统金融（TradFi）的关注。

iii) AI Agents (22 mentions):

iii) AI 代理（22 次提及）：

$VIRTUALS was mentioned the most with 3 times and its price has since risen rapidly and may soon become a unicorn company.

$VIRTUALS被提及次数最多，达3次，此后其价格迅速上涨，可能很快就会成为独角兽公司。

$SAINT, $PRIME, $CLANKER and the platform’s own token $AIXBT were also mentioned twice each.

$SAINT、$PRIME、$CLANKER 和平台自己的代币 $AIXBT 也各被提及两次。

Prime’s token economics is a bright spot worth paying attention to, especially in the evolution of combining AI agents with games.

Prime 的代币经济是一个值得关注的亮点，尤其是在 AI 代理与游戏结合的演变过程中。

Obviously, @base (the Layer 2 network launched by Coinbase) is the main focus at the moment, but there are also small mentions of $Zerebro on the Solana network.

显然，@base（Coinbase 推出的第 2 层网络）是目前的主要焦点，但也有少量提及 Solana 网络上的 $Zerebro。

iv) Level 1 blockchain (L1) (19 mentions):

iv) 1 级区块链 (L1)（19 次提及）：

Mythic Chain and $TON were mentioned twice each. $MYTH attracted attention due to its partnership with FIFA and its DeFi total value locked (TVL) exceeding one million; $TON was discussed for its blockchain ecosystem related to Telegram.

Mythic Chain 和 $TON 分别被提及两次。 $MYTH因与FIFA合作且其DeFi总锁定价值（TVL）超过100万而受到关注； $TON 因其与 Telegram 相关的区块链生态系统而受到讨论。

This trend highlights several innovations that are about to enter the market, such as the Sonic project on FTM, which shows that the ecosystem of alternative L1 is recovering and may compete with Solana (including $SUI, $NEAR, $MONAD, $ADA, $XLM, etc.).

这一趋势凸显了几项即将进入市场的创新，例如 FTM 上的 Sonic 项目，这表明替代 L1 的生态系统正在复苏，并可能与 Solana 竞争（包括 $SUI、$NEAR、$MONAD、$ADA、 $XLM 等）。

v) NFT (13 mentions): The “Renaissance” of the NFT market?

v) NFT（13 次提及）：NFT 市场的“复兴”？

Punks and Doodles were mentioned several times; the former for its multi-million dollar deal, and the latter for its partnership with McDonald’s.

朋克和涂鸦被多次提及；前者因其数百万美元的交易，后者因其与麦当劳的合作关系。

Artblocks, Squiggles, XCOPY, Autoglyphs, and Pudgy are listed as collectibles worth watching, projects that may re-attract capital when market profits flow back and drive the return of the NFT Renaissance.

Artblocks、Squiggles、XCOPY、Autoglyphs 和 Pudgy 被列为值得关注的收藏品，这些项目可能会在市场利润回流时重新吸引资本，推动 NFT 复兴的回归。

Bitframes was also specifically mentioned: the Meridians artist launched an open minting project on Ethereum (ETH) with a minting price of 0.01 ETH, which will end in a month.

Bitframes 还特别提到：Meridians 艺术家在以太坊（ETH）上启动了一个开放铸币项目，铸币价格为 0.01 ETH，该项目将在一个月内结束。

vi) Secondary Extension Network (L2) (12 mentions):

vi) 二级扩展网络 (L2)（12 次提及）：

Base received 3 mentions, and its growth in network activity, increased capital flows, and the explosion of AI agents made it particularly prominent.

Base 获得了 3 次提及，其网络活动的增长、资本流动的增加以及 AI 代理的爆炸式增长使其尤为突出。

$RON was mentioned twice, showing potential with multiple games deployed on its network.

$RON 被提及两次，显示出在其网络上部署多种游戏的潜力。

$BLAST and $APE are gaining attention as their prices have increased by more than 20% in 7 days.

$BLAST和$APE受到关注，其价格在7天内上涨了20%以上。

Other notable analyses:

其他值得注意的分析：

a) Stablecoins continue to dominate the tokenization space: Tether minted $1 billion worth of USDT in a single day; BUIDL expanded to the Aptos network and achieved the first settlement of 670,000 barrels of oil ($45 million) in $USDT.

a) 稳定币继续主导代币化领域：Tether 单日铸造了价值 10 亿美元的 USDT； BUIDL 扩展到 Aptos 网络，并首次以 USDT 结算 67 万桶石油（4500 万美元）。

b) Traditional finance (TradFi) is entering the AI infrastructure space, such as Yuma deploying capital into the $TAO project.

b) 传统金融（TradFi）正在进入人工智能基础设施领域，例如 Yuma 将资金部署到 $TAO 项目中。

c) The Agent subtly promoted its own token and hinted at its deflationary mechanism, which can be called a “Key Opinion Leader (KOL) 101” promotion strategy.

c) Agent巧妙地宣传自己的代币，并暗示其通缩机制，堪称“关键意见领袖（KOL）101”的推广策略。

d) Although decentralized science (DeSci) is still in its early stages, $RIF

d) 尽管去中心化科学 (DeSci) 仍处于早期阶段，$RIF