如何找到领先的人工智能代理加密项目

近一个月来，AI Agent在加密行业掀起了新一波热潮。不到一个月的时间，整个AI Agent赛道项目市值就达到了数百亿美元。

In the past month, AI Agent has set off a new wave of craze in the crypto industry.

近一个月来，AI Agent在加密行业掀起了新一波热潮。

In less than a month, the market value of the entire AI Agent track project reached tens of billions of dollars. Among them, the market value of Virtuals reached 3 billion US dollars, and the market value of ai16z and Fartcoin reached 1 billion US dollars. According to incomplete statistics from Foresight News, there are at least 14 AI Agent-related cryptocurrencies with a market value of more than 100 million US dollars.

不到一个月的时间，整个AI Agent赛道项目市值就达到了数百亿美元。其中Virtuals市值达到30亿美元，ai16z和Fartcoin市值达到10亿美元。据Foresight News不完全统计，目前至少有14种AI Agent相关的加密货币市值超过1亿美元。

Many Web3 practitioners said: AI Agent may be one of the biggest narratives in this cycle, just like DeFi, NFT and Metaverse that appeared in the last two cycles. So, when a new crypto narrative is born in its early stages, how can we find the leading crypto project of AI Agent through a good set of methodologies? The author tries to list ten methods for readers.

不少Web3从业者表示：AI Agent可能是这个周期最大的叙事之一，就像前两个周期出现的DeFi、NFT和Metaverse一样。那么，当一个新的加密叙事在早期诞生时，我们如何通过一套好的方法论找到AI Agent这个领先的加密项目呢？作者试图列出十种方法供读者参考。

1. On-chain income method

1、链上收益方式

This method is more suitable for judging platform-based AI Agents, such as Clanker, vvaifu.fun, Virtuals, etc. If there are changes in the daily on-chain revenue and on-chain transaction numbers, such as rapid growth for several consecutive days, it may mean that this AI Agent may have good development. On the contrary, it may mean that the development has stagnated.

该方法比较适合判断平台型AI Agent，如Clanker、vvaifu.fun、Virtuals等，如果每天的链上收入和链上交易笔数有变化，比如连续几次快速增长这几天，或许意味着这个AI Agent可能会有不错的发展。反之，则可能意味着发展停滞。

For example, Clanker, as a star AI Agent project in the Base ecosystem, can be seen from the on-chain data that after November 26, the number of tokens issued, traders and on-chain revenue began to decline, and this trend was immediately reflected in the token price.

例如，Clanker 作为 Base 生态中的明星 AI Agent 项目，从链上数据可以看出，11 月 26 日之后，代币发行数量、交易者和链上收入开始下降，而且这一趋势在立即反映在代币价格中。

2. Developer Attention Method

2. 开发者关注方法

More stars on Github may mean that more developers pay attention to and recognize this framework. This method is more suitable for judging framework-based AI agents, such as Eliza.

Github上的star越多，可能意味着更多的开发者关注并认可这个框架。这种方法更适合判断基于框架的AI智能体，比如Eliza。

Search Github to see the developer attention of framework AI Agent, that is, how many stars it has. For example, ai16z/Eliza has received 5,300 stars in less than a month. This is a very surprising data.

搜索Github，看看框架AI Agent的开发者关注度，也就是有多少star。例如，ai16z/Eliza 在不到一个月的时间里就获得了 5,300 颗星。这是一个非常令人惊讶的数据。

As shown in the above figure, the developer attention of ai16z/Eliza has surpassed uniswap in just one month. This shows the developer's interest in this framework. Another set of data can also be compared: Sui currently has 6,400 stars, Solana has 13,000 stars, Ethereum has 50,000 stars, and Base has 70,000 stars.

如上图所示，ai16z/Eliza的开发者关注度在短短一个月内就超越了uniswap。由此可见开发者对这个框架的兴趣。另一组数据也可以对比：Sui目前有6400颗星，Solana有13000颗星，以太坊有5万颗星，Base有7万颗星。

However, it should be noted that the number of stars on Github can also be inflated, although this behavior is not common. Therefore, this indicator can only be used as an auxiliary reference for decision-making.

然而，应该指出的是，Github 上的星星数量也可能被夸大，尽管这种行为并不常见。因此，该指标只能作为决策的辅助参考。

3. KOL Fan Quantity Method

3. KOL粉丝数量计算方法

A relatively certain track for AI Agent is: KOL.

AI Agent相对确定的赛道是：KOL。

Currently, the more famous AI Agent-style KOLs include: Terminal of Truths (210,000 followers), aixbt (160,000 followers), Zerebro (60,000 followers), Eliza (14,000 followers), LUNA (30,000 followers on Twitter, 500,000 followers on TIKTOK), etc.

目前比较知名的AI代理式KOL有：Terminal of Truths（21万粉丝）、aixbt（16万粉丝）、Zerebro（6万粉丝）、Eliza（1.4万粉丝）、LUNA（Twitter 3万粉丝、TIKTOK 50万粉丝） ， ETC。

One of the major differences in this round of AI revolution is the change in semantics. I expect that there will be a KOL leader in AI Agent, and the market value of the token of this leader is expected to exceed 5 billion US dollars. The change in the number of fans may become one of the important measurement indicators.

本轮人工智能革命的一大区别是语义的变化。我预计AI Agent将会出现一位KOL领导者，而这位领导者的代币市值预计将超过50亿美元。粉丝数量的变化或许会成为重要的衡量指标之一。

4. The influence of leading figures

4、领军人物的影响力

There are more and more leaders in the AI industry entering the Crypto market, including Marc Andreessen, the founder of a16z (representative project supported: ai16z), Sam Altman (representative project supported: Worldcoin), etc. They have all brought multiple cryptocurrencies worth more than $1 billion to the cryptocurrency circle. It is expected that there will be more in the future, such as Musk and Grok, which he founded.

越来越多的人工智能行业领军者进入加密货币市场，包括a16z（支持的代表项目：ai16z）创始人Marc Andreessen、Sam Altman（支持的代表项目：Worldcoin）等，他们都带来了多种加密货币价值为加密货币圈贡献超过10亿美元。预计未来还会有更多，比如马斯克和他创立的Grok。

There are also companies with relatively low certainty, such as Apple, Meta, tiktok, and other companies, such as Claude, Copilot, and Gemini. These AI manufacturers are likely to bring something different to Crypto.

还有一些确定性比较低的公司，比如Apple、Meta、Tiktok，还有一些公司，比如Claude、Copilot、Gemini。这些人工智能制造商很可能会给加密货币带来一些不同的东西。

Special attention should be paid to those technology giants who are researching both AI and Crypto, such as Musk, Marc Andreessen, Sam Altman, and Huang Renxun, etc. Their leadership in the technology industry can often be transmitted to the crypto industry.

特别值得关注的是那些同时研究人工智能和加密货币的科技巨头，比如马斯克、Marc Andreessen、Sam Altman、黄仁勋等，他们在科技行业的领先地位往往可以传导到加密行业。

5. Breaking the circle of the external world

5.打破外部世界的循环

If AI Agent is indeed one of the biggest narratives in this cycle, we need to pay extra attention to the influence of AI Agent on the outside world. For example, Web2 developers are attracted by Web3 AI Agent frameworks and products. As far as I know, Eliza has attracted the attention of some AI practitioners outside the

如果AI Agent确实是这个周期最大的叙事之一，那么我们需要格外关注AI Agent对外界的影响。例如，Web2 开发人员被 Web3 AI Agent 框架和产品所吸引。据我了解，Eliza已经引起了一些外部AI从业者的关注