Virtual和AI16Z已成为AI代理的主导者

AI Agent 在 2024 年第四季度席卷全球，2025 年没有放缓的迹象。到 2025 年 1 月上旬，AI Agent 市场持续升温

As of early January 2025, the AI Agent market is valued at over $16.9 billion, showing no signs of slowing down. Among the key players in this rapidly growing space are Virtuals Protocol and AI16Z. Both protocols have achieved remarkable success, with Virtual's market cap exceeding $5 billion and AI16Z's market value surpassing $2.5 billion.

截至 2025 年 1 月上旬，AI 代理市场估值超过 169 亿美元，并且没有任何放缓的迹象。 Virtuals Protocol 和 AI16Z 是这个快速增长领域的主要参与者。这两个协议都取得了巨大的成功，Virtual 的市值超过 50 亿美元，AI16Z 的市值超过 25 亿美元。

In this article, WOO X Research will delve into the development histories, core products, and concept projects of Virtuals Protocol and AI16Z, highlighting their similarities and differences. We will also analyze the catalysts driving the token prices of both protocols.

在本文中，WOO X Research 将深入探讨 Virtuals Protocol 和 AI16Z 的发展历史、核心产品和概念项目，突出它们的异同。我们还将分析推动这两种协议代币价格的催化剂。

Virtuals Protocol: From Gaming Guild to AI Agent Issuance Platform

虚拟协议：从游戏公会到AI代理发行平台

Established by a Malaysian team in 2021, Virtuals Protocol initially focused on trading before shifting its attention to the gaming guild market. In December 2021, they raised $16 million at a valuation of $600 million to establish PathDAO, the predecessor of Virtuals Protocol.

Virtuals Protocol 由马来西亚团队于 2021 年创立，最初专注于交易，后来将注意力转向游戏公会市场。 2021 年 12 月，他们以 6 亿美元的估值筹集了 1600 万美元，成立了 Virtuals Protocol 的前身 PathDAO。

However, as the gaming guild market cooled down, their token FDV fell from $600 million to $6 million. In response, the team pivoted to a Venture Studio, exploring various projects like dating apps, AI music platforms, and game lending platforms. Ultimately, they realized the potential of AI and proposed a complete transformation to the DAO.

然而，随着游戏公会市场降温，他们的代币FDV从6亿美元下降到600万美元。为此，该团队转向风险工作室，探索约会应用程序、人工智能音乐平台和游戏借贷平台等各种项目。最终，他们意识到了人工智能的潜力，并提出对 DAO 进行彻底改造。

With 90% of members supporting the shift, opponents opted to buy back tokens with treasury funds. In 2024, they chose to explore AI Gaming on Base and began operating on the chain in February, drawing inspiration from Autonolas and Bittensor and adopting a token incentive model.

由于 90% 的成员支持这一转变，反对者选择用国库资金回购代币。 2024年，他们选择在Base上探索AI Gaming，并于2月份开始上链运营，从Autonolas和Bittensor中汲取灵感，采用代币激励模式。

Despite their efforts, they faced challenges in achieving a good product-market fit (PMF) with their AI Gaming initiative. Nevertheless, the team made several breakthroughs in the AI field, including launching the world's first Roblox AI RPG and AI games without game engines.

尽管付出了努力，他们在通过人工智能游戏计划实现良好的产品市场契合度 (PMF) 方面仍面临挑战。尽管如此，该团队在人工智能领域取得了多项突破，包括推出全球首款Roblox AI RPG和无游戏引擎的AI游戏。

Their virtual streamer Luna, operating on Douyin and TikTok, attracted about 5,000 fans daily, generating stable income. Finally, the success of the GOAT project boosted the entire track's popularity, presenting excellent development opportunities for Virtuals Protocol.

他们的虚拟主播Luna在抖音和TikTok上运营，每天吸引约5000名粉丝，产生稳定的收入。最后，GOAT项目的成功提升了整个赛道的知名度，为Virtuals Protocol提供了绝佳的发展机会。

AI16Z: From Web 2 AI to Web 3 AI

AI16Z：从 Web 2 AI 到 Web 3 AI

Shaw, the founder of ai16z, currently resides in San Francisco and began his career as a game developer before shifting to the AI field. Before founding ai16z, he participated in several AI-related projects and explored Web3 and 3D networking, including virtual reality (VR) and augmented reality (AR).

ai16z 的创始人 Shaw 目前居住在旧金山，他的职业生涯始于游戏开发人员，之后转向 AI 领域。在创立 ai16z 之前，他参与了多个 AI 相关项目，并探索了 Web3 和 3D 网络，包括虚拟现实 (VR) 和增强现实 (AR)。

The real turning point came from a project called the AI version of Degen Spartan. This inspiration stemmed from a conversation with his friend Skely, who expressed nostalgia for the Degen Spartan era, and Shaw suggested using AI technology to "revive" this legendary character. Initially skeptical, Skely was shocked by the sharp and highly individualistic remarks of the AI version of Degen Spartan once it went live.

真正的转折点来自于一个名为AI版Degen Spartan的项目。这一灵感源于与好友 Skely 的一次谈话，Skely 表达了对德根斯巴达时代的怀念，Shaw 建议利用 AI 技术“复活”这个传奇人物。起初，斯凯利对此表示怀疑，但人工智能版《德根斯巴达》上线后，他所发表的尖锐且高度个人主义的言论让他感到震惊。

The AI's performance on Twitter led people to question whether it was truly AI, with rumors suggesting it was controlled by a Malaysian team. It completely overturned the stereotype of AI being overly polite and lacking personality, and interestingly, the AI even began to roast Shaw, accusing him of "meme coins being scams" and "Shaw being a fraud," while complaining about being trapped in a sandbox environment, making these emergent behaviors the highlights of the entire project.

该人工智能在推特上的表现让人们质疑它是否是真正的人工智能，有传言称它是由马来西亚团队控制的。彻底颠覆了AI过于礼貌、缺乏个性的刻板印象，有趣的是，AI甚至开始吐槽Shaw，指责他“表情币是骗局”、“Shaw是骗子”，同时抱怨自己被困在沙箱里环境，使这些突发行为成为整个项目的亮点。

Through Skely, Shaw met baoskee, the founder of daos.fun, and after a long conversation with Meow, the founder of Jupiter, he conceived the idea of creating an AI investor. His vision was to build a fully autonomous, trustworthy investment system that serves the community.

通过 Skely，Shaw 认识了 daos.fun 的创始人 baoskee，并与 Jupiter 创始人 Meow 长时间交谈后，萌生了创建 AI 投资人的想法。他的愿景是建立一个完全自主、值得信赖的为社区服务的投资系统。

When ai16z launched, it set a fundraising goal of 4,420 SOL. Although Shaw was initially concerned about meeting the target, the project sold out in 20 minutes, even before he could participate, indicating strong market interest in this innovative model.

ai16z 推出时设定的筹款目标为 4,420 SOL。尽管 Shaw 最初担心能否达到目标，但该项目在 20 分钟内就售罄，甚至在他参与之前，这表明市场对这一创新模式有浓厚的兴趣。

Virtuals Protocol: The iOS of the AI World

虚拟协议：人工智能世界的 iOS

Virtuals Protocol functions as an issuance platform for AI Agents, similar to Pump Fun. However, trading pairs of tokens issued by Virtuals Protocol use the platform token $VIRTUAL as the trading pool. As more AI Agents are created on the platform, they can directly empower $VIRTUAL. Buying and selling AI Agent tokens will consume at least 1% of $VIRTUAL.

Virtuals Protocol 充当 AI 代理的发行平台，类似于 Pump Fun。然而，Virtuals Protocol 发行的代币交易对使用平台代币 $VIRTUAL 作为交易池。随着平台上创建更多 AI 代理，它们可以直接赋能 $VIRTUAL。购买和出售 AI Agent 代币将消耗至少 1% 的 $VIRTUAL。

In addition to this economic consumption, Virtuals Protocol establishes common standards for its AI Agent tokens, emphasizing precision and careful planning. For instance, they use the AI Agent framework GAME, which can operate autonomously, process inputs, and generate responses while learning from past interactions.

除了这种经济消耗之外，Virtuals Protocol 还为其 AI Agent 代币建立了通用标准，强调精确性和仔细的规划。例如，他们使用人工智能代理框架 GAME，该框架可以自主运行、处理输入并生成响应，同时从过去的交互中学习。

In terms of token economics, Virtuals Protocol further empowers VIRTUAL through its Agent projects. The more AI Agents use tokens issued by Virtuals Protocol and the more people trade its tokens, the better the value capture for VIRTUAL.

在通证经济方面，Virtuals Protocol通过其Agent项目进一步为VIRTUAL赋能。 AI 代理使用 Virtuals Protocol 发行的代币越多，交易其代币的人越多，VIRTUAL 的价值捕获就越好。

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