人工智能代理需要优先考虑其内在效用

在过去的一个月中，与AI代理有关的代币的累积累计下降了21％以上

The price of artificial intelligence (AI) tokens has dropped significantly over the past month, with their collective market capitalization decreasing by over 21% to reach $27 billion, according to CoinMarketCap data.

根据CoinMarketCap数据，人工智能（AI）代币的价格已大大下降，其集体市值下降了21％以上，达到了270亿美元。

While this continues a broader crypto market correction, the lack of focus on intrinsic utility may be another reason for the decline, according to Changpeng Zhao, the founder and former CEO of Binance, the world’s largest cryptocurrency exchange.

虽然这继续进行更广泛的加密货币市场纠正，但缺乏对内在效用的关注可能是下降的另一个原因，据世界上最大的加密货币交易所Binance的创始人兼前首席执行官Changpeng Zhao称。

"Launch a coin only if you have scale. Focus on utility, not tokens," Zhao wrote on March 17.

赵在3月17日写道：“只有在您有规模的情况下才能发行硬币。专注于公用事业，而不是代币。”

If you don't have the scale to launch a coin, don't.

如果您没有发布硬币的规模，请不要。

Launch a coin only if you have scale. Focus on utility, not tokens.

仅当您有比例时才发布硬币。专注于公用事业，而不是令牌。

— Changpeng Zhao (@cz_binance) March 17, 2024

- 2024年3月17日Changpeng Zhao（@CZ_Binance）

Zhao's comments come during a significant downtrend for AI cryptocurrencies, which lost over 61% of their peak $70.4 billion market capitalization in the three months since they began to decline on Dec. 7.

赵的评论是在AI加密货币的重大下降趋势中，自12月7日开始下降以来的三个月中，损失了其高峰期704亿美元的61％以上。

Several venture capital firms, including Pantera Capital and Dragonfly, are interested in the future of AI agents but haven't yet invested in them, according to a panel discussion at Consensus 2025 in Hong Kong.

根据在香港共识2025年的小组讨论中，包括Pantera Capital和Dragonfly在内的几家风险投资公司对AI代理商的未来感兴趣，但尚未投资于香港。

"We're not really seeing anything yet in the space that's really cutting through in terms of the interesting protocols or primitives that are emerging in Web3 that we'd want to invest in," said Konstantin "Kola" Kalashkov, partner at Dragonfly, during the panel discussion.

“我们还没有在空间中真正看到任何东西，这些空间实际上是在我们想投资的Web3中出现的有趣的协议或原始内容，” Dragonfly的合伙人Konstantin“ Kola” Kalashkov在小组讨论中说。

"But certainly, we're interested in the space and we're looking at it closely."

“但是当然，我们对这个空间感兴趣，我们正在仔细研究它。”

Emerging tech narrative in 2025

2025年新兴技术叙事

Industry watchers foresee a year of significant upside for the emerging field of AI cryptocurrencies.

行业观察者预见AI加密货币的新兴领域每年都有重大上涨空间。

New generation of protocols

新一代协议

"Platforms like ai16z and decentralized trading protocol Hyperliquid are poised for growth in 2025," said Alvin Kan, chief operating officer of Bitget Wallet.

Bitget Wallet首席运营官Alvin Kan说：“ AI16Z和分散交易协议等平台有望在2025年增长。”

"Emerging narratives like AI-driven investments, decentralized AI agents and tokenized assets hint at a tech-driven shift, though with added risk."

“诸如AI驱动的投资，分散的AI代理商等新兴叙事和令牌资产暗示了技术驱动的转变，尽管有增加的风险。”