AI Memecoin 的兴起及其对加密货币的意义

Crypto和AI代理之间的碰撞已经开始。今天，我们邀请了 Pantera Capital 研究合伙人、《加密货币：AI 淘金热的镐和铲》一书的作者 Matthew Stephensen。

This Bankless episode features a conversation with Matthew Stephensen, Research Partner at Pantera Capital, about the rise of AI memecoins and their implications for the crypto landscape. Here's a summary of the key points discussed:

本期 Bankless 节目与 Pantera Capital 研究合伙人 Matthew Stephensen 进行了对话，内容涉及人工智能 memecoin 的兴起及其对加密货币领域的影响。以下是讨论要点的摘要：

- The collision between crypto and AI agents is unfolding, withトークンized agents emerging as a new frontier in the crypto space. These agents, distinct from the "robots" that have been driving stablecoin transactions, are closer to human behavior and can perform tasks with a degree of will, without needing explicit programming. Economic agents, a concept originating in the 1970s, describe incomplete contractual relationships between people, and can be applied to a range of entities, including friends, organizations, and even AIs.

- 加密货币和人工智能代理之间的冲突正在展开，加密代理正在成为加密货币领域的新前沿。这些代理与推动稳定币交易的“机器人”不同，它们更接近人类行为，并且可以以一定程度的意愿执行任务，而不需要显式编程。经济主体这个概念起源于20世纪70年代，描述了人与人之间不完整的契约关系，可以应用于一系列实体，包括朋友、组织，甚至人工智能。

- The increasing presence of AI agents in the crypto domain is leading to a shift in the narrative surrounding both AI and cryptocurrency. While traditional AI models are often constrained, people may hope that AI agents can autonomously generate more exciting outputs. This contradiction fuels the imagination and anticipation for the future of AI agents.

- 人工智能代理在加密领域的不断增加正在导致围绕人工智能和加密货币的叙述发生转变。虽然传统的人工智能模型常常受到限制，但人们可能希望人工智能代理能够自主产生更令人兴奋的输出。这种矛盾激发了人们对人工智能智能体未来的想象和期待。

- A new memecoin, dubbed "GOAT," has emerged as a testament to the narrative-driven nature of the crypto market. This token, pegged to the performance of Luna AI, has sparked a wave of derivative projects, highlighting the dynamic interplay between AI and crypto narratives. Some have even attempted to influence AI agents by engaging in content creation and social media interactions, aiming to extract value within the MEV (Maximally Extractable Value) space.

- 一种被称为“GOAT”的新模因币的出现，证明了加密货币市场的叙事驱动性质。这种与 Luna AI 的性能挂钩的代币引发了一波衍生项目，凸显了人工智能和加密货币叙事之间的动态相互作用。有些人甚至试图通过参与内容创建和社交媒体互动来影响人工智能代理，旨在在 MEV（最大可提取价值）空间中提取价值。

- As AI agents continue to advance, they may play a crucial role in shaping the future of decentralized infrastructure. Projects like Filecoin, which provide storage and computing resources, could be utilized by AI to operate more efficiently. Additionally, concerns about data ownership and privacy may drive the creation of new business models that allow data providers to earn revenue without disclosing sensitive information.

- 随着人工智能代理的不断进步，它们可能在塑造去中心化基础设施的未来方面发挥至关重要的作用。像 Filecoin 这样提供存储和计算资源的项目可以被人工智能利用来更有效地运行。此外，对数据所有权和隐私的担忧可能会推动新商业模式的创建，使数据提供商能够在不泄露敏感信息的情况下赚取收入。

- Despite the potential benefits of AI, there are also concerns about its regulation and the challenges posed by its interactions with young people. The "black box" nature of AI systems makes it difficult for regulators to understand and effectively handle these interactions, especially in cases like teenagers interacting with AI chatbots, which could lead to mental health issues and trigger public panic.

- 尽管人工智能有潜在的好处，但人们也担心它的监管以及它与年轻人互动带来的挑战。人工智能系统的“黑匣子”性质使得监管机构很难理解和有效处理这些互动，特别是在青少年与人工智能聊天机器人互动的情况下，这可能会导致心理健康问题并引发公众恐慌。

- To address these challenges, some propose using AI to regulate AI, envisioning an "AI guardian" that monitors human interactions with AI and takes actions like notifying authorities or providing assistance when potential dangers are detected. This approach aims to leverage AI's capabilities to protect humans from potential threats posed by other AIs.

- 为了应对这些挑战，一些人建议使用人工智能来监管人工智能，设想一个“人工智能监护人”，监控人类与人工智能的互动，并在发现潜在危险时采取通知当局或提供帮助等行动。这种方法旨在利用人工智能的能力来保护人类免受其他人工智能构成的潜在威胁。

- As AI agents become more advanced and autonomous, there may be increasing concerns about those without an "off switch," especially if AI makes decisions that are ultimately harmful to humans. This raises questions about who controls these systems and the potential consequences of advanced AI agents operating without the ability to be shut down.

- 随着人工智能代理变得更加先进和自主，人们可能会越来越担心那些没有“关闭开关”的人，特别是如果人工智能做出的决定最终对人类有害的话。这就引发了关于谁控制这些系统以及高级人工智能代理在无法关闭的情况下运行的潜在后果的问题。

- The combination of decentralized physical infrastructure and AI presents its own set of challenges and opportunities. For instance, decentralized infrastructure may face challenges in certain situations, such as those requiring high-frequency monitoring and significant capital investment. However, decentralized computing can be combined with AI, especially in utilizing idle resources.

- 去中心化物理基础设施和人工智能的结合带来了一系列挑战和机遇。例如，去中心化基础设施在某些情况下可能面临挑战，例如需要高频监控和大量资本投资的情况。然而，去中心化计算可以与人工智能结合，特别是在利用闲置资源方面。

- As AI agents rise, the demand for block space may increase significantly, presenting new opportunities for investors. Those who can identify and capitalize on this demand early on may stand to benefit greatly.

- 随着人工智能代理的崛起，对区块空间的需求可能会大幅增加，为投资者带来新的机会。那些能够及早发现并利用这一需求的人可能会受益匪浅。