2024加密AI市场回顾：总市值突破$70B，项目数量突破600个

2024年，“加密+人工智能”领域实现了前所未有的突破性增长。今年年初，这个领域还只有少数几个项目，但现在它已经成为加密市场中一个不可忽视的独立赛道。

In 2024, the "Crypto+AI" field achieved unprecedented explosive growth. At the beginning of the year, there were only a handful of projects in this field, but now it has become an independent track in the crypto market that cannot be ignored.

2024年，“加密+AI”领域实现了前所未有的爆发式增长。年初，该领域的项目屈指可数，但如今已成为加密市场中一条不可忽视的独立赛道。

According to the latest data compiled by ChainCatcher, the total market value of assets in the crypto AI sector exceeded the US$70 billion mark on December 7, accounting for as much as 2% of the entire crypto market, with an annual growth rate of 400%.

据 ChainCatcher 最新数据显示，加密 AI 领域资产总市值于 12 月 7 日突破 700 亿美元大关，占整个加密市场的 2%，年增长率达 400%。 %。

At the same time, the number of crypto AI projects has also shown explosive growth, currently exceeding 600, covering multiple categories of products such as decentralized AI infrastructure and AI Dapp.

与此同时，加密AI项目数量也呈现爆发式增长，目前已超过600个，涵盖去中心化AI基础设施、AI Dapp等多品类产品。

Looking back at 2024, the crypto AI narrative has undergone several major changes. At the beginning of the year, the Sora project launched by OpenAI ignited the hype of crypto AI infrastructure. Subsequently, the convening of Nvidia's annual AI conference pushed decentralized GPUs to the focus of market attention, and investors began to pursue AI decentralized infrastructure. In the middle of the year, the crypto AI track ushered in an investment boom, and crypto VC institutions announced their layout. Many crypto projects received financial support, which accelerated the development and application of technology. At the end of the year, the outbreak of AI Agent Meme pushed the crypto AI narrative to a new climax.

回顾 2024 年，加密人工智能的叙述经历了几项重大变化。年初，OpenAI推出的Sora项目点燃了加密AI基础设施的热潮。随后，英伟达年度AI大会的召开将去中心化GPU推向市场关注的焦点，投资者开始追逐AI去中心化基础设施。年中，加密AI赛道迎来投资热潮，加密VC机构纷纷宣布布局。许多加密项目获得了资金支持，加速了技术的发展和应用。年底，AI Agent Meme 的爆发将加密 AI 叙事推向了新的高潮。

The total market value of encrypted AI assets exceeded US$70 billion this year, and the number of related projects exceeded 600

今年加密AI资产总市值突破700亿美元，相关项目超过600个

According to the latest data from CoinMarketCap, the number of tokens included in the Crypto*AI sector has reached 355, and its total asset market value exceeded the $70 billion mark on December 7, with a peak of $70.42 billion. Currently, affected by the overall crypto market correction trend, as of December 23, the total market value of the Crypto*AI sector has fallen back to $47 billion, and the 24-hour trading volume is still as high as $5 billion.

据CoinMarketCap最新数据显示，Crypto*AI板块纳入的代币数量已达355个，其总资产市值于12月7日突破700亿美元大关，峰值达到704.2亿美元。目前，受整体加密市场回调趋势影响，截至12月23日，Crypto*AI板块总市值已回落至470亿美元，24小时交易量仍高达50亿美元。

Looking back at the beginning of the year, the total market value of the crypto AI sector was only $17 billion. In less than a year, the total market value of the sector's assets has increased by more than 400%, once again demonstrating the booming development and huge potential of the crypto AI field.

回顾年初，加密人工智能领域的总市值仅为 170 亿美元。不到一年的时间，该板块资产总市值增长超过400%，再次展现了加密AI领域的蓬勃发展和巨大潜力。

Daniel Cheung, co-founder of Syncracy Capital, expressed his opinion on December 12 that although the current crypto AI sector only accounts for about 1% of the total market value of the crypto market, with the continuous evolution of the market cycle and the strong momentum of AI infrastructure and AI Agent, he predicts that the market value of this sector is expected to grow 10 times.

Syncracy Capital 联合创始人 Daniel Cheung 于 12 月 12 日表示，虽然目前加密 AI 领域仅占加密市场总市值的 1% 左右，但随着市场周期的不断演化和强劲随着AI基础设施和AI Agent的发展势头，他预测该领域的市场价值有望增长10倍。

It is worth mentioning that despite the overall decline in the current crypto market, the total market value of the entire crypto market reached 3.4 trillion US dollars on December 23, and the market value of crypto AI assets still accounted for nearly 1.4% of the entire market at this time (the market value accounted for more than 2% at its peak), further proving its future market growth potential.

值得一提的是，尽管当前加密市场整体下滑，但12月23日整个加密市场总市值达到3.4万亿美元，加密AI资产市值仍占整体近1.4%此时的市场（最高峰时市值占比超过2%），进一步证明了其未来的市场增长潜力。

2024 is a critical turning point for the crypto AI field from emerging to full-scale outbreak. At the beginning of the year, the crypto AI track was still in its infancy, with a handful of projects, mainly represented by decentralized GPU projects Render (RNDR), AI infrastructure Fetch.ai (FET) and WorldCoin. However, in less than a year, the crypto AI field can be divided into multiple sub-tracks, covering decentralized GPUs, AI data platforms, AI infrastructure, AI Agents and other branch tracks, with hundreds of projects.

2024年是加密AI领域从新兴到全面爆发的关键转折点。今年年初，加密 AI 赛道仍处于起步阶段，项目屈指可数，主要以去中心化 GPU 项目 Render（RNDR）、AI 基础设施 Fetch.ai（FET）和 WorldCoin 为代表。然而，不到一年的时间，加密AI领域已可划分为多个子赛道，涵盖去中心化GPU、AI数据平台、AI基础设施、AI Agent等多个分支赛道，项目达数百个。

According to the encryption data platform Rootdata, there are currently more than 600 encryption projects containing AI terms, and this number continues to increase.

据加密数据平台Rootdata统计，目前包含AI术语的加密项目已超过600个，并且这个数字还在持续增加。

2024 Crypto AI Catalyst: External forces such as OpenAI narrative, VCs vigorously deploy, AI Agent Meme explodes

2024加密AI催化剂：OpenAI叙事等外部力量、VC大力布局、AI Agent Meme爆发

Judging from the data trend of the total market value of crypto AI assets, the growth in 2024 showed two significant peaks: the first peak occurred between February and March, while the second occurred after October, ushering in a stronger wave of growth.

从加密AI资产总市值的数据走势来看，2024年的增长呈现出两个显着的峰值：第一个峰值出现在2月至3月之间，第二个峰值出现在10月之后，迎来更强劲的一波增长。

During the period from February to March, the growth of the crypto AI field was mainly due to the strong stimulation brought by two landmark events in the AI field.

2-3月期间，加密AI领域的增长主要得益于AI领域两起标志性事件带来的强烈刺激。

In February, OpenAI released the "Vincent Video" model Sora, a breakthrough achievement that has set off a disruptive change in the field of AI. At the same time, the event also greatly promoted the surge in the price of the token WLD of Worldcoin, an iris authentication encryption project led by OpenAI founder Sam Altman, which in turn led to the strong growth of the entire encrypted AI asset sector. During this period, high-quality projects such as B

2月，OpenAI发布了“文森特视频”模型Sora，这一突破性成果掀起了AI领域的颠覆性变革。同时，该事件也极大推动了OpenAI创始人Sam Altman主导的虹膜认证加密项目Worldcoin的代币WLD价格飙升，进而带动了整个加密AI资产领域的强劲增长。在此期间，B等优质项目