区块链白话文

目前，有 30 万个钱包至少持有一种 AI 代理代币。这种趋势会持续下去吗？现在人工智能代理的最佳策略是什么？

Blockchain in Vernacular

区块链白话文

Currently, there are 300,000 wallets holding at least one AI agent token. How will this trend continue? What is the best strategy for AI agents now? What are the future development prospects and challenges facing the industry? This article provides some analysis.

目前，有 30 万个钱包至少持有一种 AI 代理代币。这种趋势将如何持续？现在人工智能代理的最佳策略是什么？行业未来的发展前景和面临的挑战是什么？本文提供了一些分析。

1. The rise of AI agents

1. AI智能体的崛起

In November, AI agents attracted widespread attention, and people's attention gradually shifted from memecoin to this new hot spot. In fact, early versions of AI agents can be traced back to 2020, but the real craze was set off this year, mainly due to the success of VIRTUAL, which achieved an astonishing 3000% growth in just one year. There are several key factors behind Virtuals' success:

11月，AI代理引起了广泛关注，人们的注意力逐渐从memecoin转移到了这个新热点。事实上，AI代理的早期版本可以追溯到2020年，但真正的热潮是在今年掀起的，主要得益于VIRTUAL的成功，它在短短一年内实现了惊人的3000%的增长。 Virtuals 的成功背后有几个关键因素：

@pumpdotfun model sticks despite challenges of declining market share and increasing criticism

尽管面临市场份额下降和批评增加的挑战，@pumpdotfun 模式仍然存在

Cleverly combines AI technology with the viral effect of memecoin

巧妙地将人工智能技术与模因币的病毒效应结合起来

Created Luna, an AI influencer managed by Virtuals, who has more than 500,000 followers on TikTok

创建了由 Virtuals 管理的人工智能影响者 Luna，她在 TikTok 上拥有超过 50 万粉丝

Launched on the Base platform, which brings together a large number of memecoin traders

上线Base平台，汇聚大量memecoin交易者

In the Web3 space, when a new category of protocols emerges and becomes successful, investor interest quickly rises, creating a snowball effect — or bubble effect, if you prefer. Subsequently, there is always a large number of people flocking to chase the next similar success story. We have witnessed this phenomenon many times in the past with memecoin and Telegram trading bots. Will it be different this time?

在 Web3 领域，当一类新的协议出现并取得成功时，投资者的兴趣会迅速上升，从而产生滚雪球效应——如果你愿意的话，也可以称之为泡沫效应。随后，总会有大量的人蜂拥而至，追逐下一个类似的成功故事。过去，我们通过 memecoin 和 Telegram 交易机器人多次见证过这种现象。这次会有所不同吗？

2. AI is unstoppable

2.人工智能势不可挡

The AI agent industry saw unprecedented growth in 2024. Venture capital in the field soared to $1 billion in one year, an 81.4% increase in deal volume compared to 2023. In the third quarter of 2024, total venture capital in the AI field peaked at $18.9 billion, of which AI agents contributed 28%.

AI代理行业在2024年出现了前所未有的增长。该领域的风险投资一年内飙升至10亿美元，交易量较2023年增长81.4%。2024年第三季度，AI领域的风险投资总额达到峰值189亿美元，其中AI代理贡献28%。

In another example of investor confidence, OpenAI closed a $6.6 billion funding round, the largest venture capital deal ever.

投资者信心的另一个例子是，OpenAI 完成了一轮 66 亿美元的融资，这是有史以来最大的风险投资交易。

3. AI Agents in Web3: Prospects and Reality

3. Web3 中的人工智能代理：前景与现实

AI agents have numerous use cases in Web3, and they are expected to become more powerful as the technology advances. While this narrative is timely, its full potential is still evolving. In the current market environment, when asset prices are volatile and you need to keep 100% of your assets in stablecoins to maintain the value of your portfolio, AI agents designed for trading perform particularly well. We lack historical data to prove other possibilities.

AI 代理在 Web3 中有大量用例，随着技术的进步，它们预计会变得更加强大。虽然这种叙述是及时的，但其全部潜力仍在不断发展。在当前的市场环境下，当资产价格波动较大且您需要将100%的资产保留在稳定币中以维持投资组合的价值时，专为交易而设计的AI代理表现尤其出色。我们缺乏历史数据来证明其他可能性。

Furthermore, AI trading bots are not new and have been around for years, but have yet to achieve mainstream adoption. If they are so profitable, why is this the case?

此外，人工智能交易机器人并不新鲜，已经存在多年，但尚未获得主流采用。如果他们如此有利可图，为什么会出现这种情况？

4. Will AI agents become the core of the market boom?

4、AI代理会成为市场繁荣的核心吗？

I’m a skeptic, so my answer is no. Crypto is full of speculation, 10% is technology, and narratives are fleeting. Remember when re-staking protocols using EigenLayer were getting a lot of attention? That wasn’t all that long ago, but they’ve lost a lot of steam now.

我是一个怀疑论者，所以我的答案是否定的。加密货币充满了投机，10% 是技术，叙事转瞬即逝。还记得使用 EigenLayer 的重新质押协议受到广泛关注吗？那并不是很久以前的事情，但他们现在已经失去了很多动力。

AI agents do have technical support and bring innovative application scenarios, but "novelty" often quickly becomes "normal". As more and more teams rush into developing AI agents, competition intensifies, and more failure cases are inevitable, and the enthusiasm will gradually cool down.

AI智能体确实有技术支持，带来创新的应用场景，但“新奇”往往很快就会变成“常态”。随着越来越多的团队涌入开发AI代理，竞争加剧，更多的失败案例在所难免，热情也会逐渐降温。

Every popular trend in Web3 brings huge opportunities and an exciting journey. The key is to profit in time and quickly move to the next hot spot.

Web3 的每一次流行趋势都带来巨大的机遇和令人兴奋的旅程。关键是及时获利并快速转移到下一个热点。

5. Technical issues

5. 技术问题

Even at the technical level, there are still many problems to be solved. Most of the current AI agents have little relevance to Web3 except at the economic level.

即使在技术层面，也还有很多问题需要解决。目前大多数 AI 代理除了经济层面之外，与 Web3 几乎没有什么关联。

But…the total market value of AI agents is expected to double from $7 billion to $14 billion in two years. As new protocols and new use cases continue to attract users’ attention, this field will inevitably continue to grow.

但是……人工智能代理的总市场价值预计将在两年内从 70 亿美元翻倍至 140 亿美元。随着新协议和新用例不断吸引用户的注意力，该领域将不可避免地继续增长。

In other words: the industry has huge potential, but the AI agents currently at the forefront of the craze may not be able to maintain their dominance in the coming months.

换句话说：该行业潜力巨大，但目前处于热潮最前沿的人工智能代理可能无法在未来几个月内保持其主导地位。

6. Short-term outlook

6. 短期展望

Now to the opportunity at hand: Solana’s AI agents are at a clear low point. This view is mainly based on @0xkyle__'s article on X, which I generally agree with, but remember to do your own research (DYOR) as always.

现在来看看手头的机会：Solana 的人工智能代理正处于明显的低点。这个观点主要基于@0xkyle__关于X的文章，我大体同意，但记得一如既往地做你自己的研究（DYOR）。

Currently, liquidity is flowing into altcoins and Base on centralized trading platforms, and the market sentiment towards Solana is particularly pessimistic, especially concerns about the peak of SOL/ETH and SOL/BTC. In this pessimistic atmosphere, two key bets are becoming popular in the crypto circle:

目前，流动性正流入中心化交易平台上的山寨币和Base，市场对Solana的情绪尤为悲观，尤其是对SOL/ETH和SOL/BTC见顶的担忧。在这种悲观的氛围下，加密货币圈中两个关键赌注正在变得流行：

1) Solana will make a strong comeback and set off a second wave of on-chain enthusiasm.

1）Solana将强势卷土重来，掀起第二波链上热潮。

2) AI agents will rebound accordingly.

2）AI代理将会相应反弹。

Therefore, there are two

因此，有两个