DeFAI 代理：25 倍的贸易机会

对于那些不熟悉的人来说，AI 代理是自主机器人，可以执行特定任务，从交易到社交媒体影响，就像 Aixbt [AIXBT] 代理在 X（以前称为 Twitter）上所做的那样。目前，虚拟协议 [VIRTUAL] 等代理的启动板占据了该领域的主导地位。

AI agents, also known as autonomous bots, are capable of performing specific tasks, ranging from trading to influencing on social media, like the Aixbt [AIXBT] agent on X (formerly Twitter). Launchpads for agents have currently dominated the space, such as Virtual Protocol [VIRTUAL].

AI 代理，也称为自主机器人，能够执行特定任务，从交易到影响社交媒体，例如 X（以前称为 Twitter）上的 Aixbt [AIXBT] 代理。代理启动板目前占据了该领域的主导地位，例如虚拟协议 [VIRTUAL]。

However, a new niche narrative has emerged: ‘DeFAI’ agents. These agents are designed to handle DeFi activities efficiently, including yield farming, swapping, on-chain trading, lending, and borrowing across multiple platforms.

然而，一种新的利基叙事已经出现：“DeFAI”代理人。这些代理旨在有效地处理 DeFi 活动，包括跨多个平台的流动性挖矿、交换、链上交易、借贷和借贷。

A 25x DeFAI trade opportunity

25 倍 DeFAI 贸易机会

Launchpads, like Griffain, are at the forefront of the DeFAI narrative, much like the current AI agent meta. According to Messari research analyst Sam Ruskin, the sector is valued at less than $1B and could rally 25x-50x by the end of 2025. He said,

像 Griffain 这样的 Launchpad 处于 DeFAI 叙述的最前沿，就像当前的 AI 代理元一样。 Messari 研究分析师 Sam Ruskin 表示，该行业的估值不到 1B 美元，到 2025 年底可能会上涨 25 倍至 50 倍。他说，

“DeFAI’s market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025.”

“DeFAI 的市值不到 10 亿美元，但我预计到 2025 年底可能会达到 25 至 500 亿美元。”

Source: Messari

资料来源：梅萨里

Ruskin highlighted the top three contenders and launchpads in the DeFAI segment: Griffain [GRIFFAIN], Neur [NUER], and Hey Anon [ANON].

Ruskin 重点介绍了 DeFAI 领域的前三名竞争者和启动平台：Griffain [GRIFFAIN]、Neur [NUER] 和 Hey Anon [ANON]。

Griffain is positioned as the go-to platform for agents targeting token swaps and liquidity management. Neur has advanced, user-friendly features that enhance the understanding of DeFi through natural language and wallet management functions.

Griffain 被定位为针对代币互换和流动性管理的代理商的首选平台。 Neur 拥有先进、用户友好的功能，可通过自然语言和钱包管理功能增强对 DeFi 的理解。

Finally, the Hey Anon platform facilitates token swaps and recently integrated with Aave for lending and borrowing. The Aave integration led to a surge in its native token ANON, which jumped nearly 800% in a week.

最后，Hey Anon 平台促进了代币交换，最近还与 Aave 集成以进行借贷。 Aave 的整合导致其原生代币 ANON 暴涨，一周内暴涨近 800%。

This demonstrated the substantial risk-reward opportunity the new narrative could present for risk-averse investors and traders.

这表明新的叙述可以为规避风险的投资者和交易者带来巨大的风险回报机会。

Source: GRIFFAIN/USD, TradingVIew

资料来源：GRIFFAIN/美元，TradingVIew

If the trend continues as predicted, Griffain could reprice and aim for $0.80 or higher, potentially following VIRTUAL‘s explosive growth and offering decent gains in favorable market conditions.

如果趋势如预期继续下去，Griffain 可能会重新定价，目标价为 0.80 美元或更高，可能会跟随 VIRTUAL 的爆炸性增长，并在有利的市场条件下提供可观的收益。