随着比特币停滞不前，加密货币人工智能代理飙升，等待特朗普的第一个针对加密货币的行动

AI16Z 和 AI Rig Complex 的 ARC 全天上涨超过 30%，而 GRIFFAIN、ZEREBRO 也取得了两位数的涨幅。

Cryptocurrencies in the emerging artificial intelligence (AI) agents sector surged on Tuesday, while bitcoin (BTC) price stalled below its Monday record highs as traders awaited the first crypto-specific actions from the Donald Trump administration.

新兴人工智能（AI）代理行业的加密货币周二飙升，而比特币（BTC）价格则停滞在周一历史高位以下，因为交易员等待唐纳德·特朗普政府采取第一个针对加密货币的行动。

AI16Z and AI Rig Complex’s (ARC) token rallied over 30% through the day, while GRIFFAIN, ZEREBRO and also booked double-digit advances.

AI16Z 和 AI Rig Complex (ARC) 的代币全天上涨超过 30%，而 GRIFFAIN、ZEREBRO 也实现了两位数的上涨。

Part of the rally may have been linked to Tuesday afternoon news about President Trump preparing to announce up to $500 billion in private sector AI infrastructure investment, with firms such as OpenAI, Oracle and Softbank set to be involved.

此次上涨的部分原因可能与周二下午有消息称，特朗普总统准备宣布向私营部门人工智能基础设施投资高达 5000 亿美元，OpenAI、甲骨文和软银等公司将参与其中。

Trump also rescinded on Monday Joe Biden’s 2023 executive order on AI risks on consumers, rolling back efforts to regulate the fast-growing sector.

特朗普还于周一撤销了乔·拜登关于消费者人工智能风险的 2023 年行政命令，削弱了监管这一快速增长行业的努力。

The crypto AI agent sector has garnered significant mindshare among traders, growing into a multibillion dollar asset class since October when the first AI tokens emerged.

自 10 月份第一个人工智能代币出现以来，加密人工智能代理行业已在交易者中获得了巨大的关注，并已发展成为数十亿美元的资产类别。

These agents, each represented by a crypto token, are autonomous programs developed to perform specific tasks, such as posting on social media, providing market insights, creating memecoins or making transactions on-chain to execute trades.

这些代理均由加密代币代表，是为执行特定任务而开发的自主程序，例如在社交媒体上发布、提供市场见解、创建模因币或在链上进行交易以执行交易。

“Conviction got tested on ai/crypto, but after Altman gave the blessing, Trump just did the same with the AI infra build-out headline,” Will Clemente, founder of Reflexivity Research, said in an X post. “As long as BTC doesn’t fall back below 100 [thousand dollars], think this sector is where the hot ball of money goes.”

Reflexivity Research 创始人威尔·克莱门特 (Will Clemente) 在 X 帖子中表示：“人们对人工智能/加密货币的信念进行了测试，但在奥特曼给予祝福后，特朗普对人工智能基础设施建设的标题也做了同样的事情。” “只要 BTC 不回落到 100 美元以下，我就认为这个领域就是热门资金流向的地方。”

Market awaits Trump catalysts

市场等待特朗普催化剂

The broader crypto market was in a wait-and-see mode, with most large-cap tokens in the CoinDesk 20 Index posting modest gains.

更广泛的加密货币市场处于观望状态，CoinDesk 20 指数中的大多数大盘代币均出现小幅上涨。

Bitcoin was up 3% over the past 24 hours at $106,000, slightly below its Monday top, boosted by MicroStrategy (MMSTR) adding another 11,000 BTC for $1.1 billion to its treasury. The largest corporate holder of the asset now holds over $49 billion worth of BTC.

受 MicroStrategy (MMSTR) 以 11 亿美元的价格追加 11,000 个 BTC 的提振，比特币在过去 24 小时内上涨 3%，至 106,000 美元，略低于周一高点。该资产的最大企业持有者目前持有价值超过 490 亿美元的 BTC。

Ethereum’s ether (ETH) price still wobbles near its 4-year weakest price against BTC as community backlash mounts on the Ethereum Foundation, the development organization behind the blockchain, for losing market share in value and blockchain activity to competitors.

由于区块链背后的开发组织以太坊基金会因将价值和区块链活动的市场份额输给竞争对手而引发社区强烈反对，以太​​坊 (ETH) 相对于 BTC 的价格仍徘徊在 4 年来最低水平附近。

“In light of a strong BTC rally into an absurdly frothy weekend of memecoin madness and huge expectations with regard to Trump’s crypto policies, we favor a soft derisking after a very strong two-month period,” K33 Research analysts said in a Tuesday report. “We expect crypto specific executive orders to drive volatility, with the most plausible early executive orders being a SAB 121 repeal and a pardoning of Ross Ulbricht,”

K33 Research 分析师在周二的报告中表示：“鉴于 BTC 的强劲反弹进入了 memecoin 疯狂的荒谬泡沫周末，以及对特朗普加密货币政策的巨大期望，我们赞成在经历了两个月的强劲表现后进行软性去风险。” “我们预计加密货币特定的行政命令将推动波动，最有可能的早期行政命令是废除 SAB 121 和赦免 Ross Ulbricht，”

Bitcoin’s weekend surge ran into a resistance at the $110,000 level, but the dips to $100,000 were bought up quickly, noted Joel Kruger, market strategist at LMAX Group.

LMAX Group 市场策略师 Joel Kruger 指出，比特币周末飙升，在 11 万美元水平遇到阻力，但跌至 10 万美元后很快就被买盘。

“There was speculation of selling on the failure of President Trump to make any mention of crypto during the inauguration,” Kruger said in an emailed note. “Such concerns appear to be vastly overstated, especially with so much commitment coming from President Trump towards the space in recent months, including the latest launch of his memecoins, activity at World Liberty Financial, and ongoing talk of a strategic bitcoin reserve.”

克鲁格在一封电子邮件中表示：“由于特朗普总统在就职典礼期间没有提及加密货币，因此有人猜测要抛售。” “这种担忧似乎被夸大了，尤其是近几个月来特朗普总统对该领域做出了如此多的承诺，包括他最新推出的模因币、世界自由金融的活动以及正在进行的关于比特币战略储备的讨论。”

“Whatever the case, the outlook remains exceptionally bright, with Monday setbacks well supported into the dip,” he added.

他补充说：“无论如何，前景仍然异常光明，周一的挫折为下跌提供了有力支撑。”