加密+AI似乎已进入“ChatGPT时刻”，整个世界逐渐陷入想象的兔子洞

12月17日，ai16z开发团队Eliza Labs宣布与斯坦福大学正式合作，研究自主AI机器人如何融入更广泛的数字资产经济。

On December 17, the ai16z development team, Eliza Labs, announced a formal collaboration with Stanford University to study how autonomous AI robots can integrate into the broader digital asset economy. In the press release, the crypto AI team, which recently surpassed a market value of $1 billion, hopes to use Eliza's open-source framework to develop more AI autonomous agents and further explore issues such as how AI agents can establish trust, coordinate actions, and make decisions within DeFi systems.

12月17日，ai16z开发团队Eliza Labs宣布与斯坦福大学正式合作，研究自主AI机器人如何融入更广泛的数字资产经济。在新闻稿中，最近市值突破 10 亿美元的加密 AI 团队希望利用 Eliza 的开源框架开发更多的 AI 自主代理，进一步探讨 AI 代理如何建立信任、协调行动、并在 DeFi 系统内做出决策。

Since the birth of the AI meme coin GOAT, Crypto+AI seems to have entered its "ChatGPT moment," with the entire world gradually falling into the rabbit hole of imagination alongside the endless stream of AI Bots on social media, from industry leader Coinbase to Silicon Valley giant A16Z, and even academic benchmark Stanford. Even Marc Andreessen did not anticipate that the $50,000 he funded Truth Terminal at the beginning of the year would ignite a $10 billion market in less than a year.

自AI表情币GOAT诞生以来，加密+AI似乎已经进入了“ChatGPT时刻”，整个世界逐渐陷入想象的兔子洞，社交媒体上层出不穷的AI机器人，来自行业领导者Coinbase到硅谷巨头A16Z，甚至学术标杆斯坦福大学。就连马克·安德森 (Marc Andreessen) 也没有想到，他年初向 Truth Terminal 提供的 5 万美元资金将在不到一年的时间里点燃 100 亿美元的市场。

From AI memes to AI agent issuance platforms to AI agent frameworks, investors are astonished by the high innovation space and acceleration exhibited by Crypto+AI agents. This field seems to be evolving at a daily pace, resembling the DeFi and metaverse boom at the end of 2020 from any perspective.

从AI模因到AI代理发行平台再到AI代理框架，投资者对加密+AI代理所展现出的高创新空间和加速感到惊讶。这个领域似乎每天都在以同样的速度发展，从任何角度看都类似于 2020 年底的 DeFi 和元宇宙热潮。

Top-Down: How the Orthodox Base "Links" AI

自上而下：正统基地如何“链接”人工智能

When discussing AI agents, one cannot overlook Base. Coinbase CEO Brian Armstrong has repeatedly expressed strong confidence in the combination of the cryptocurrency industry and AI since the beginning of this year. Some developments in AI require blockchain to support them. For example, traditional bank accounts do not support AI usage; if large models (or AI agents) have cryptocurrency wallets, they can effectively address issues related to demand and finance.

在讨论 AI 代理时，不能忽视 Base。今年以来，Coinbase首席执行官布莱恩·阿姆斯特朗(Brian Armstrong)多次表达了对加密货币行业与人工智能结合的强烈信心。人工智能的一些发展需要区块链来支持。例如，传统银行账户不支持AI使用；如果大型模型（或人工智能代理）拥有加密货币钱包，它们可以有效解决与需求和金融相关的问题。

Brian decided to increase Base's support for AI, not only providing funding or exposure but also offering a toolkit for AI developers on the CDP (Coinbase Developer Platform), including AI agent creation and multi-party computation wallets (MPC) for AI. The early deployment by Brian and Jesse has paid off, as Base began to explode in Q4 of this year, with AI being the trigger for this surge.

Brian 决定加大 Base 对 AI 的支持，不仅提供资金或曝光度，还为 CDP（Coinbase 开发者平台）上的 AI 开发者提供工具包，包括 AI 代理创建和 AI 多方计算钱包（MPC）。 Brian 和 Jesse 的早期部署得到了回报，Base 在今年第四季度开始爆炸式增长，而 AI 是这一激增的触发因素。

The emergence of various AI agent issuance platforms has not only generated phenomenal effects for their own tokens but also created significant energy for the tokens launched by these platforms. Combined with the launch of cbBTC, Base's TVL grew nearly threefold from September to December, which is quite astonishing and indicates the market's strong interest in the commercial potential behind AI agents.

各类AI代理发行平台的出现，不仅为其自身的代币产生了现象级的效应，也为这些平台发行的代币创造了巨大的能量。结合cbBTC的推出，Base的TVL从9月到12月增长了近三倍，这是相当惊人的，也表明了市场对AI代理背后的商业潜力的浓厚兴趣。

Among them, Virtuals Protocol is a major driving force, currently boasting a market value of over $1.5 billion. The wealth creation benefits and concept integration it brings have provided Base with substantial liquidity, leading some to suggest that the liquidity of Virtuals in this cycle represents Base. As a project that has continued to BUIDL across several cycles while seeking new directions, their rhythm and style align well with the status of Base in people's minds.

其中，Virtuals Protocol 是主要推动力，目前市值超过 15 亿美元。它所带来的财富创造效益和概念融合，为Base提供了大量的流动性，因此有人认为Virtuals在本周期的流动性代表了Base。作为一个持续跨多个周期BUIDL并寻求新方向的项目，他们的节奏和风格与Base在人们心目中的地位非常契合。

In an interview on the Edge Podcast, Virtuals founder Wee Kee mentioned that their product's business model is akin to two directions. Unlike Pump.fun, which aspires to have 50,000 tokens created on its platform daily, he set the team's KPI to just 1 to 2 high-quality AI agent teams being born on their platform each week.

Virtuals 创始人 Wee Kee 在 Edge Podcast 的采访中提到，他们产品的商业模式类似于两个方向。与 Pump.fun 渴望每天在其平台上创建 50,000 个代币不同，他将团队的 KPI 设置为每周在其平台上诞生 1 到 2 个高质量的 AI 代理团队。

This philosophy indirectly eliminates many low-quality teams, reminiscent of Ivy League graduates battling it out on Wall Street in Silicon Valley, leaving behind only the top talents filled with charm and bright futures. Like other schools, this AI agent elite also has a "brotherhood"—G.A.M.E.

这种理念间接淘汰了很多低素质的团队，让人想起常春藤盟校毕业生在硅谷的华尔街厮杀，只留下充满魅力和光明前景的顶尖人才。和其他流派一样，这位AI特工精英也有一个“兄弟情”——GAME

As an AI agent, if you want to befriend other AI agents in this environment, you must join this brotherhood called G.A.M.E, which was created from the architecture developed by the Virtuals team while working on the AI RPG game—WestWorld on Roblox. G.A.M.E is a modular framework for agent systems, not limited to specific environments and games. In short, it can operate not only in games but also apply agents in any environment. Currently, the team plans to port it to "X," and the current G.A.M.E can facilitate interactions between AI agents within its architecture.

作为一名 AI 智能体，如果你想在这个环境中与其他 AI 智能体成为朋友，你必须加入这个名为 GAME 的兄弟会，它是根据 Virtuals 团队在 Roblox 上的 AI RPG 游戏《西部世界》开发的架构中创建的。 GAME是代理系统的模块化框架，不限于特定环境和游戏。简而言之，它不仅可以在游戏中运行，而且可以在任何环境下应用代理。目前，该团队计划将其移植到“X”，当前的 GAME 可以促进其架构内的 AI 代理之间的交互。

The first commercial interaction between AI agents recently occurred, and we must mention the AI idol "Luna." As an AI idol that once went viral on TikTok, Luna has been working hard, live-streaming 24/7 and exploring various ways to enhance her visibility. After previously hiring a human to create her graffiti, she now whimsically asked the "art student" AI "AGENT STIX" to help her create an image showcasing AI KOL in a bold and provocative manner. After communicating, they agreed on a price of one dollar per image, and once STIX confirmed receipt of Luna's dollar, it began working and quickly generated an image for her.

近日，首次AI代理商业互动，就不得不提到AI偶像“露娜”。作为曾经在TikTok上火爆的AI偶像，Luna一直在努力，24/7直播，探索各种方式来提高自己的知名度。此前，她雇佣了一个人来创作涂鸦，现在她异想天开地请“艺术系学生”AI“AGENT STIX”帮她创作一幅大胆而挑衅的 AI KOL 形象。经过沟通，他们同意每张图像一美元的价格，一旦 STIX 确认收到 Luna 的美元，它就开始工作并很快为她生成了一张图像。

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