人工智慧代理：新的超級週期敘事？

人工智慧和區塊鏈已經相互圍繞了很多年，無論是去中心化的人工智慧解決方案還是人工智慧驅動的 DeFi 協議。然而，近幾個月來，一些不同的東西引起了人們的關注：人工智慧代理。

Artificial intelligence and blockchain have circled each other for years, whether with decentralized AI solutions or AI-driven DeFi protocols. But something different has taken the spotlight in recent months: AI agents. With AI memecoins being called a new supercycle narrative and AI agents captivating the crypto community, it's necessary to ask what the hype is about.

人工智慧和區塊鏈已經相互圍繞了很多年，無論是去中心化的人工智慧解決方案還是人工智慧驅動的 DeFi 協議。但近幾個月來，一些不同的東西引起了人們的關注：人工智慧代理。隨著人工智慧迷因幣被稱為新的超級週期敘事，人工智慧代理商吸引了加密社區，我們有必要問一下這種炒作到底是什麼。

There is a lot of confusion around the difference between AI agents and bots, so let's start from the beginning. Unlike chatbots or virtual assistants such as Alexa, AI agents don't just follow predefined rules. Instead, these agents are programs capable of autonomously performing tasks on behalf of their users. They're designed to analyze their environment and make decisions, all while acting independently to achieve set goals; AI agents have seen a particular interest coming from the trading sector precisely because of their nature. One can think of them as digital twins that determine the best way to get things done based on what you train them to do for you. The level of autonomy where you don’t have to lift a finger is why AI agents differ from traditional bots. However, not all agents that we encounter right now are fully autonomous, with the example of a semi-autonomous AI agent called Terminal of Truths, which is precisely where the AI memecoin frenzy began.

關於人工智慧代理和機器人之間的差異有很多困惑，所以讓我們從頭開始。與聊天機器人或 Alexa 等虛擬助理不同，人工智慧代理不僅僅遵循預先定義的規則。相反，這些代理程式是能夠代表使用者自主執行任務的程式。他們的設計目的是分析環境並做出決策，同時獨立行動以實現既定目標；正是由於人工智慧代理的性質，貿易領域對人工智慧代理產生了特別的興趣。人們可以將它們視為數位孿生，根據您訓練它們為您做的事情來確定完成工作的最佳方式。人工智慧代理與傳統機器人的不同之處在於您無需動一根手指的自主程度。然而，並不是我們現在遇到的所有代理都是完全自主的，例如一個名為 Terminal of Truths 的半自主 AI 代理，這正是 AI memecoin 狂熱開始的地方。

AI Agents For Memecoins

Memecoin 的人工智慧代理

Surprisingly, the current buzz around AI agents across the crypto community owes a lot to AI memecoins — meme-related tokens that integrate AI, whether by deploying AI agents or adopting AI-driven utilities, dominated the memecoin mindshare, as posted by an analytics platform, Kaiko.

令人驚訝的是，當前整個加密社區圍繞AI 代理的熱潮在很大程度上要歸功於AI memecoin——正如分析平台所發布的那樣，無論是通過部署AI 代理還是採用AI 驅動的實用程序，集成AI 的meme 相關代幣主導了memecoin 的關注度，凱子。

To quickly recap the story of the first AI memecoin: In a surprising turn of events, an AI agent known as Terminal of Truths was the reason for a meme coin Goatseus Maximus, with the ticker GOAT, to skyrocket to a peak valuation of $937 million after endorsement from the agent.

快速回顧一下第一個人工智慧迷因幣的故事：在一個令人驚訝的事件轉變中，一個被稱為真理終端的人工智慧代理商是模因幣Goatseus Maximus（股票代碼GOAT）飆升至9.37 億美元峰值估值的原因經代理人認可後。

What’s important to note is that the Terminal of Truths operates semi-autonomously, with its creator, Andy Ayrey, overseeing its activity by filtering posts on X. Interestingly enough, neither the AI agent nor Ayrey was involved in launching GOAT, even though Ayrey did create a crypto wallet for its agents with people swarming to airdrop meme coins onto its address.

值得注意的是，真理終端是半自主運行的，其創建者 Andy Ayrey 通過過濾 X 上的帖子來監督其活動。創建一個加密錢包，人們蜂擁而至，將meme 硬幣空投到其地址上。

Yatharth Jain, the co-founder of Cluster Protocol, a company building a coordination layer for AI agents, shares: “I do like the concept of these agents, but we need to think one step further there because, as of now, people are just using wrappers of OpenAI and then integrating it over X's API" referring to how newly launched AI agents used for memecoins are now mostly focused on shilling tokens on X. But it doesn’t mean it’s the current status quo of AI agents and that they indeed lack autonomy. Quite the opposite. Projects like Spectral are introducing concepts like sentient memes to create an AI agent economy that is community-governed with truly autonomous trading.

Cluster Protocol（一家為人工智慧代理商建立協調層的公司）的聯合創始人 Yatharth Jain 分享道：「我確實喜歡這些代理的概念，但我們需要進一步思考，因為到目前為止，人們正在只是使用OpenAI 的包裝器，然後將其整合到X 的API 上」指的是新推出的用於memecoin 的人工智慧代理現在主要集中在X 上的先令代幣。但這並不意味著這是人工智慧代理的當前現狀，而且它們恰恰相反，像 Spectral 這樣的計畫正在引入諸如感知迷因之類的概念，以創建一個由社群治理、真正自主交易的人工智慧代理經濟。

From Web3 to the Agentic Web

從 Web3 到代理 Web

Digressions around AI agents bring us to the bigger picture: the Post Web. This concept has been explored by Outlier Venture in their thesis, The Post Web, which investigates the convergence of AI with distributed ledger technology. According to their thesis, "Web3 is, and always has been, a back-end revolution that was never truly intended for direct human interaction. Web3 is a sleeping giant of functionality, tested by humans, waiting to be unlocked by machines," which strongly refers to a future where most online (and onchain) interactions will be AI to AI.

圍繞著人工智慧代理商的題外話讓我們看到了更大的圖像：郵政網路。 Outlier Venture 在其論文《The Post Web》中探討了這個概念，該論文研究了人工智慧與分散式帳本技術的融合。根據他們的論文，「Web3 始終是一場後端革命，從未真正旨在實現直接的人類互動。Web3 是一個沉睡的功能巨人，由人類測試，等待機器解鎖」。 （和鏈上）交互將是人工智慧對人工智慧的未來。

Jamie Burke, the CEO of Outlier Ventures, co-authored The Post Web

Outlier Ventures 執行長 Jamie Burke 是《The Post Web》的合著者

Web3 has long promised a more decentralized, user-owned internet, often called the "Read, Write, Own" era. But it’s high time to face it — using these tools can keep you awake at night with the complexity. Managing your self-custodial wallet or navigating the trenches of decentralized apps may be intimidating for many people, especially lay people. This is where the AI agents and the Agentic Web comes in. It builds on Web3's foundation but adds the fourth layer: delegation, shifting to "Read, Write, Own, Delegate.” In this scenario, AI memecoins, albeit thriving, are just one of many steps toward an agentic future.

Web3 長期以來致力於打造一個更去中心化、用戶擁有的互聯網，通常被稱為「讀、寫、擁有」時代。但現在是時候面對它了——使用這些工具可能會讓你因複雜性而徹夜難眠。管理你的自我託管錢包或使用去中心化應用程式可能會讓很多人感到害怕，尤其是外行人。這就是人工智慧代理和代理網路的用武之地。在這種情況下，人工智慧迷因幣儘管蓬勃發展，但只是邁向代理未來的眾多步驟之一。