DeFAI：DeFi 与 AI 融合的新领域

感觉现在各种AI聊天机器人无处不在，当某件事逐渐进入审美疲劳状态时，人们往往希望找到下一个替代话题。

With the recent surge in popularity of AI chatbots, many are speculating on the next big trend in the crypto space. One possibility that has been gaining attention is the integration of AI with DeFi, a concept often referred to as DeFAI.

随着人工智能聊天机器人最近的流行，许多人都在猜测加密货币领域的下一个大趋势。一种备受关注的可能性是人工智能与 DeFi 的结合，这一概念通常被称为 DeFAI。

DeFAI essentially aims to combine the strengths of both DeFi and AI, with the latter being utilized to simplify and enhance various DeFi operations. Some potential applications of AI in this context include:

DeFAI 本质上旨在结合 DeFi 和 AI 的优势，利用后者来简化和增强各种 DeFi 操作。人工智能在这方面的一些潜在应用包括：

- Automating tasks such as yield optimization and trading to maximize profits.

- 自动化任务，例如产量优化和交易，以实现利润最大化。

- Reducing human errors and biases in trading strategies through AI-powered decision-making.

- 通过人工智能驱动的决策减少交易策略中的人为错误和偏见。

- Enhancing the capabilities of existing trading bots (e.g., BananaGun) to optimize trading experiences and introduce more engaging token economics.

- 增强现有交易机器人（例如 BananaGun）的能力，以优化交易体验并引入更具吸引力的代币经济学。

Overall, DeFAI encompasses a wide range of DeFi activities, including swaps (token exchanges), farming (yield farming), lending, and borrowing, across multiple platforms.

总体而言，DeFAI 涵盖了广泛的 DeFi 活动，包括跨多个平台的互换（代币交换）、挖矿（流动性挖矿）、借贷和借贷。

Now, let's take a look at some specific projects that embody the DeFAI concept:

现在，我们来看看一些体现DeFAI理念的具体项目：

The first project on our list is Griffain (GRIFFAIN).

我们名单上的第一个项目是格里芬（GRIFFAIN）。

Griffain empowers users to perform any on-chain operation using natural language instructions, extending beyond just trading. It can be簡潔地 understood as an ecosystem that hosts a variety of AI agents, each designed to carry out specific tasks. For instance, these agents can be used to copy wallet transactions or even create new tokens (MemeCoins).

Griffain 使用户能够使用自然语言指令执行任何链上操作，而不仅仅是交易。它可以简单地理解为一个托管各种人工智能代理的生态系统，每个代理都被设计用来执行特定的任务。例如，这些代理可用于复制钱包交易，甚至创建新的代币（MemeCoins）。

According to the latest data from Messari, the total market capitalization of DeFAI projects currently stands at less than $1 billion, with Griffain currently leading the pack in terms of market cap.

Messari的最新数据显示，目前DeFAI项目总市值不足10亿美元，其中Griffain目前市值领先。

As shown in the figure below, the latest market capitalization of GRIFFAIN (the token was officially launched on November 3, 2024) is $368 million, according to Messari.

如下图所示，根据 Messari 的数据，GRIFFAIN（该代币于 2024 年 11 月 3 日正式上线）最新市值为 3.68 亿美元。

The second project is Hey Anon (ANON).

第二个项目是Hey Anon（ANON）。

Having already deployed on multiple chains, including the recent integration with Sonic, Hey Anon is a protocol that combines AI with DeFi. It features a natural language trading interface, autonomous DeFi agents, and research and communication agents. Essentially, the protocol aims to simplify user interactions, aggregate real-time project data, and enable the execution of complex operations via natural language instructions.

Hey Anon 是一个将 AI 与 DeFi 相结合的协议，已经部署在多个链上，包括最近与 Sonic 的集成。它具有自然语言交易界面、自主 DeFi 代理以及研究和通信代理。从本质上讲，该协议旨在简化用户交互，聚合实时项目数据，并通过自然语言指令执行复杂的操作。

The project is rumored to have received sponsorship from DWFlabs, a well-known market maker in the crypto space, as depicted in the figure below. However, it's worth noting that the protocol's product is still undergoing internal testing and has yet to be officially launched; the public beta is expected to go live at the end of this month (January 2025).

据传该项目获得了加密货币领域知名做市商 DWFlabs 的赞助，如下图所示。但值得注意的是，该协议的产品仍在内部测试中，尚未正式上线；公开测试版预计将于本月底（2025 年 1 月）上线。

According to the CMC data platform, the current latest market capitalization of ANON (the token was officially launched on December 22, 2024) is $141 million, as shown in the figure below. This surge may be attributed to the news of sponsorship from DWFlabs, coupled with Hey Anon's recent integration of Aave's lending features, which has directly impacted the price, leading to a nearly 8-fold increase last week.

根据CMC数据平台显示，ANON（该代币于2024年12月22日正式上线）当前最新市值为1.41亿美元，如下图所示。这一飙升可能归因于 DWFlabs 赞助的消息，再加上 Hey Anon 最近整合了 Aave 的借贷功能，直接影响了价格，导致上周上涨了近 8 倍。

The third project is Mode (MODE).

第三个项目是模式（MODE）。

Mode is an L2 built on the OP Stack, aiming to create a DeFi economic ecosystem that is fully operated by AI agents. Currently, the protocol is capitalizing on the opportunity presented by AI Agents, having already integrated over 100 AI Agents within its ecosystem, offering a range of optimized farming and trading functions.

Mode是建立在OP Stack上的L2，旨在创建一个完全由AI代理运行的DeFi经济生态系统。目前，该协议正在利用人工智能代理带来的机会，已在其生态系统中集成了 100 多个人工智能代理，提供了一系列优化的农业和交易功能。

According to the CMC data platform, the current latest market capitalization of MODE (the token was officially launched on May 7, 2024) is $94 million, as shown in the figure below.

根据CMC数据平台显示，MODE（该代币于2024年5月7日正式上线）当前最新市值为9400万美元，如下图所示。

The fourth project is neur (NEUR).

第四个项目是神经（NEUR）。

Neur aggregates LLM models (Language Model Large, i.e., large language models, such as the currently most popular LLM model, ChatGPT's GPT-4) and is an open-source program designed specifically for the Solana ecosystem. The product is still in the internal testing phase, allowing users to seamlessly interact with various DeFi protocols, NFTs, and more through a smart interface.

Neur聚合了LLM模型（Language Model Large，即大型语言模型，比如目前最流行的LLM模型，ChatGPT的GPT-4），是专门为Solana生态系统设计的开源程序。该产品仍处于内部测试阶段，允许用户通过智能界面与各种 DeFi 协议、NFT 等无缝交互。

According to the CMC data platform, the current latest market capitalization of NEUR (the token was officially launched on December 23, 2024) is $47 million, as shown in the figure below.

根据CMC数据平台显示，NEUR（该代币于2024年12月23日正式上线）当前最新市值为4700万美元，如下图所示。

The fifth project is Orbit (GRIFT).

第五个项目是 Orbit (GRIFT)。

Orbit can be simply described as a DeFi companion program, where its smart agents enable users to interact with multiple protocols across different chains. It currently supports interactions with over 100 blockchains and more than 200 protocols (from EVM to Solana).

Orbit 可以简单地描述为 DeFi 伴侣程序，其智能代理使用户能够与跨不同链的多种协议进行交互。它目前支持与 100 多个区块链和 200 多个协议（从 EVM 到 Solana）交互。

This protocol is said to be launched by the SphereOne team, which is a cross-chain crypto payment platform (there is a prominent Orbit redirect on its official homepage).

该协议据说是由 SphereOne 团队推出的，这是一个跨链加密支付平台（其官方主页上有一个显着的 Orbit 重定向）。

According to the CMC data platform, the current latest market capitalization of GRIFT (the token was officially launched on December 6, 20

根据CMC数据平台显示，GRIFT（该代币于20年12月6日正式上线）当前最新市值