加密领域AI智能体的发展轨迹

在GOAT出现之前，本轮周期最火的板块是meme币，其特点是包容性强。从动物园里的河马MOODENG，到DOGE主人新领养的Neiro，再到互联网原生表情包Popcat，展现了“万物皆可表情包”的潮流。

Cryptocurrency + AI, Seeking PMF

加密货币+AI，寻求PMF

PMF (Product Market Fit) is the degree of alignment between a product and market demand. It means that the product must meet market needs. Before starting a venture, entrepreneurs should confirm market conditions, understand what type of customers to target, and clarify the current market environment in the sector before product development.

PMF（产品市场契合度）是产品与市场需求之间的契合程度。这意味着产品必须满足市场需求。创业前，创业者应确认市场情况，了解目标客户类型，并在产品开发前明确行业当前的市场环境。

This concept is applicable to avoid creating products/services that feel good to them but do not resonate with the market. It is also relevant in the cryptocurrency market, where project teams should understand the needs of crypto players to develop products, rather than piling up technology that is disconnected from the market.

这一概念适用于避免创建让他们感觉良好但不引起市场共鸣的产品/服务。这在加密货币市场中也很重要，项目团队应该了解加密货币玩家开发产品的需求，而不是堆砌与市场脱节的技术。

In the past, Crypto AI has often been bundled with DePIN, narrating the use of decentralized data from Crypto to train AI, thereby avoiding reliance on a single entity’s control, such as computing power and data. Data providers can then share the benefits brought by AI.

过去，Crypto AI经常与DePIN捆绑在一起，讲述使用Crypto的去中心化数据来训练AI，从而避免依赖单个实体的控制，例如算力和数据。数据提供者可以分享人工智能带来的好处。

According to the above logic, it is more like Crypto empowering AI. Besides tokenizing and distributing benefits to computing power providers, it is difficult for AI to onboard more new users. One could also say that this model is not very successful in terms of PMF.

按照上面的逻辑，它更像是加密赋能AI。除了将利益代币化并分配给算力提供商之外，AI 很难吸引更多新用户。也可以说，这一模型在 PMF 方面并不是很成功。

The emergence of AI Agents seems more like an application end. In contrast, DePIN + AI serves as infrastructure, and clearly, applications are simpler and easier to understand, possessing a better ability to attract users, thus having a better PMF than DePIN + AI.

AI Agent的出现，看起来更像是一个应用端。相比之下，DePIN+AI作为基础设施，显然应用程序更加简单易懂，具有更好的吸引用户的能力，因此比DePIN+AI具有更好的PMF。

First, it received sponsorship from A16 Z founder Marc Andreessen (the PMF theory was also proposed by him), leading to the creation of GOAT from a conversation between two AIs, marking the first shot for AI Agents. Now, both ai16 z and Virtual have their respective strengths and weaknesses. What is the development trajectory of AI Agents in the crypto space? What stage are they currently in? Where will they go in the future? Let WOO X Research take you through it.

首先，它得到了 A16 Z 创始人 Marc Andreessen 的赞助（PMF 理论也是他提出的），导致两个 AI 之间的对话创建了 GOAT，标志着 AI Agent 的第一枪。现在，ai16 z 和 Virtual 都有各自的优点和缺点。 AI Agent在加密领域的发展轨迹是怎样的？他们目前处于什么阶段？未来他们会去哪里？让 WOO X Research 带您了解一下。

Stage One: Meme Kickoff

第一阶段：模因启动

Before the emergence of GOAT, the hottest sector in this cycle was meme coins, characterized by strong inclusivity. From the hippopotamus MOODENG from the zoo to the newly adopted Neiro by the DOGE owner, and the internet-native meme Popcat, it showcased the trend of "everything can be a meme." Beneath this seemingly nonsensical narrative, it actually provided fertile ground for the growth of AI Agents.

在GOAT出现之前，本轮周期最火的板块是meme币，其特点是包容性强。从动物园里的河马MOODENG，到DOGE主人新领养的Neiro，再到互联网原生表情包Popcat，展现了“万物皆可表情包”的潮流。在这种看似无稽之谈的背后，实际上为AI特工的成长提供了肥沃的土壤。

GOAT is a meme coin generated from a conversation between two AIs, marking the first time AI achieved its goals through cryptocurrency and the internet, learning from human behavior. Only meme coins can carry such highly experimental projects. Meanwhile, similar concept coins have sprung up like mushrooms after rain, but most functionalities remain limited to automatic posting and replying on Twitter, with no practical applications. At this time, AI Agent coins are often referred to as AI + Meme.

GOAT 是由两个人工智能之间的对话生成的模因币，标志着人工智能首次通过加密货币和互联网、学习人类行为来实现其目标。只有模因币才能承载如此高度实验性的项目。与此同时，类似概念币如雨后春笋般涌现，但大多数功能仍仅限于Twitter上的自动发帖和回复，没有实际应用。此时，AI Agent 币通常被称为 AI + Meme。

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People gradually realized that AI Agents could not only interact simply on Twitter but could extend to more valuable scenarios. This includes content production such as music and video, as well as investment analysis and fund management services that are more aligned with crypto users. From this stage onward, AI Agents began to separate from meme coins, forming an entirely new sector.

人们逐渐意识到，AI Agent不仅可以在Twitter上进行简单的交互，还可以扩展到更有价值的场景。这包括音乐和视频等内容制作，以及更符合加密货币用户的投资分析和基金管理服务。从这个阶段开始，AI代理开始与meme币分离，形成一个全新的领域。

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As AI Agent applications flourish, what sector should entrepreneurs choose to seize this wave of AI and Crypto?

随着AI Agent应用的蓬勃发展，创业者应该选择哪些领域来抓住这波AI和加密货币的浪潮？

The answer is Launchpad.

答案是启动板。

When the tokens issued under the platform have a wealth effect, users will continuously seek and purchase tokens issued by that platform. The real profits generated from user purchases also empower the platform token to drive price increases. As the platform token price continues to rise, funds will overflow to the tokens issued under it, creating a wealth effect.

当平台下发行的代币产生财富效应时，用户会不断寻求并购买该平台发行的代币。用户购买产生的真实利润也使平台代币能够推动价格上涨。随着平台代币价格不断上涨，资金将溢出至其下发行的代币，产生财富效应。

The business model is clear and has a positive flywheel effect. However, it is essential to note that Launchpad belongs to the winner-takes-all category with a Matthew effect. The core function of Launchpad is to issue new tokens. In similar functional situations, the competition lies in the quality of the projects under it. If a single platform can consistently produce high-quality projects and has a wealth effect, user stickiness to that issuing platform will naturally increase, making it difficult for other projects to capture users.

商业模式清晰，具有正向飞轮效应。但需要注意的是，Launchpad属于赢者通吃的范畴，具有马太效应。 Launchpad的核心功能是发行新的代币。在类似的功能情况下，竞争就在于其下的项目质量。如果单个平台能够持续产出优质项目并产生财富效应，那么该发行平台的用户粘性自然会增加，其他项目就很难捕获用户。

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As AI Agents begin to realize more practical functions, they start exploring collaboration between projects to build a more robust ecosystem. The focus of this stage is on interoperability and the expansion of the ecosystem, particularly whether synergies can be created with other crypto projects or protocols. For example, AI Agents might collaborate with DeFi protocols to enhance automated investment strategies or integrate with NFT projects to create smarter tools.

随着AI Agent开始实现更多实用功能，他们开始探索项目之间的协作，以构建更强大的生态系统。此阶段的重点是互操作性和生态系统的扩展，特别是是否可以与其他加密项目或协议产生协同效应。例如，AI 代理可能与 DeFi 协议合作以增强自动化投资策略，或与 NFT 项目集成以创建更智能的工具。

To achieve efficient collaboration, a standardized framework needs to be established first, providing developers with preset components, abstract concepts, and related tools to simplify the complex development process of AI Agents. By proposing standardized solutions to common challenges in AI Agent development, these frameworks can help developers focus on the uniqueness of their applications rather than starting from scratch each time, thus avoiding the problem of reinventing the wheel.

为了实现高效的协作，首先需要建立标准化的框架，为开发人员提供预设的组件、抽象概念和相关工具，以简化AI Agent复杂的开发过程。通过针对AI Agent开发中的常见挑战提出标准化解决方案，这些框架可以帮助开发人员专注于其应用程序的独特性，而不是每次都从头开始，从而避免重新发明轮子的问题。

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