AI代幣景觀表現出了令人信服的資本流趨勢的混合

即使加密市場通常很弱，但一些專注於AI的項目吸引了大量投資。

The landscape of AI tokens presents a compelling mix of capital flow trends, especially when considering the generally weak state of the crypto market at large and the strong interest in a few specific projects focused on AI.

AI代幣的景觀表現出了令人信服的資本流趨勢組合，尤其是當考慮到整個加密貨幣市場的普遍較弱的狀態以及對一些專注於AI的一些特定項目的濃厚興趣時。

This serves as a reminder of the still-nascent but attractive narrative around ML and AI, which is continuing to attract interest and capital.

這提醒人們圍繞ML和AI的仍然暫時但有吸引力的敘事，這將繼續吸引興趣和資本。

The current array of activities in the AI crypto economy offers a complex, layered image of what’s accomplishing the twin tasks of grabbing attention and attracting investment. That goes for everything from protocols focused on preserving user privacy to encryption methods that accomplish same with a currency of their own. It might seem that all these efforts multiply into a kind of untidy visual metaphor for the Wild West of the crypto/A.I. economy. But look closely, and a couple of coherent storylines do emerge.

AI加密經濟中目前的一系列活動提供了一個複雜的，分層的圖像，即完成雙胞胎任務的是吸引註意力並吸引投資的原因。這是從關注保存用戶隱私到與自己的貨幣相同的加密方法的所有方案中進行的所有內容。似乎所有這些努力都繁殖成對加密/人工智能經濟西部的野生視覺隱喻。但是仔細觀察，幾個連貫的故事情節確實出現了。

Mind Network Leads the Pack with Privacy-Driven Demand

思維網絡以隱私驅動的需求領先

One of the leading projects bringing in net capital inflows is Mind Network, a project that does advanced work in fully homomorphic encryption (FHE), a once-niche area of research that is now crying out for commercial products. FHE permits data to be computed on in its encrypted form, without the need to decrypt it first—a goal in cryptography long pursued and now gaining a fresh sense of urgency in the era of artificial intelligence.

引入淨資本流入的主要項目之一是Mind Network，該項目是在完全同型加密（FHE）中進行高級工作的項目，這是一個曾經是惡意的研究領域，目前正在為商業產品大聲疾呼。 FHE允許以其加密形式計算數據，而無需首先解密數據，這是密碼學長期追求的目標，現在在人工智能時代獲得了新的緊迫感。

As the systems that use artificial intelligence and the data they process grow at exponential rates, the essentiality of having secure data processing goes from being a technical problem to a crucial necessary condition for regulatory and ethical viability. The CEO of Mind Network, a startup investor and AI-first advocate, pointed this out recently during an appearance on Kyle Chassé’s podcast. His pronouncement: “Without privacy, AI breaks.” This withering line from a podcast guest seems to have resonated so thoroughly that investors are actually preferring to put capital into security protocols in the data processing realm that not only work now (if only as a kind of band-aid), but will also work in a future AI-dominated world.

隨著使用人工智能及其處理數據以指數速率增長的系統，安全數據處理的本質從技術問題到監管和道德可行性的至關重要的必要條件。初創企業投資者和AI-First倡導者Mind Network的首席執行官最近在KyleChassé的播客上露面時指出了這一點。他的聲明：“沒有隱私，人工智能破裂。”播客來賓的這一枯萎的線條似乎已經充滿了共鳴，以至於投資者實際上更喜歡將資本放入數據處理領域的安全協議中，這些領域現在不僅有效（如果僅僅是一種創可貼），而且還將在未來的AI占主導地位的世界中起作用。

The AI and stablecoin-based settlement layers are being integrated into the core architecture of Mind Network. This is very beneficial, considering the rising interest from such traditional financial behemoths as Tether, Visa, and Mastercard in AI-related transaction and settlement layers, who have recently upped their own stakes in these areas. With what appears to be a strengthening product-market fit, the protocol seems well on its way to achieving net inflow leadership.

基於AI和Stablecoin的結算層正在集成到思維網絡的核心體系結構中。考慮到與AI相關的交易和和解層中諸如Tether，Visa和Mastercard之類的傳統金融巨頭的利益上升，這是非常有益的，他們最近在這些領域提高了自己的股份。似乎加強了產品市場的合適性，該協議似乎在實現淨流入領導力的途中。

Virtuals Captures Smart Money Attention with High-Yield Airdrops

Virtuals通過高收益空調吸引了聰明的錢

Another project receiving considerable attention is Virtuals, which is now very much at the center of conversations happening across several different chains. Its momentum primarily comes from inception and launch campaigns for its various products, mostly focused on something it’s calling the Universe. An earlier component of these launch products and campaigns, ARBUS, has already dropped its return to stakers.

另一個引起大量關注的項目是虛擬的，現在在幾個不同的鏈條上發生的對話的中心非常重要。它的勢頭主要來自其各種產品的成立和啟動活動，主要集中在其稱為宇宙的東西上。這些發射產品和廣告系列的較早組成部分Arbus已經將其返回給Stakers。

This figure is made even more amazing when one takes into account the extra VIRGEN point allocations and the impending AXR airdrop. Some early adopters claim these incentive combos have allowed them to recoup about 50% of their initial veVIRTUAL staking costs in a pretty short space of time. And needless to say, it appears the smart money is now directing more capital into Virtuals as the ecosystem benefits continue to pile up.

當一個人考慮到額外的Virgen點分配和即將到來的AXR空投時，這個數字就變得更加驚人。一些早期採用者聲稱，這些激勵組合使他們能夠在很短的時間內收回其初始viriptual Staking成本的50％。不用說，隨著生態系統益處繼續堆積，智能資金現在正在將更多的資金引導到虛擬上。

The project’s continuous spotlight on agent-based AI and its steady introduction of new parts keeps the story line interesting. Early believers in the project are further rewarded for their faith because of the way it stakes. In a way, the Virtuals project has become a model of what it means to get both attention and rewards in a market that prizes both and prizes them quickly.

該項目對基於代理的AI的持續關注點及其穩定的新零件引入使故事情節變得有趣。由於其賭注的方式，因此對項目的早期信徒因其信仰而得到了進一步的回報。從某種意義上說，虛擬項目已成為在獎勵既獎勵並迅速獎勵它們的市場中既要獲得關注又獎勵的含義的模型。

Bandwidth Monetization and Memes Round Out the Capital Flow Picture

帶寬貨幣化和模因結束了資本流程圖片

Movement in unorthodox nooks of the AI coin market is occuring outside of the technical and financial realms. A recent $250,000 investment in Grass, a decentralized protocol that enables users to monetize their excess internet bandwidth, has caused Nansen’s smart money tracker to flag the project. And while the projects associated social activity has been, well, not so active lately, this move by some much-in-the-know investors certainly has the appearance of a confidence vote regarding either its fundamentals, its future developments, or both.

AI硬幣市場的非正統角落的運動正在技術和金融領域之外進行。最近在Grass上進行了25萬美元的投資，這是一項分散的協議，使用戶能夠將其過剩的互聯網帶寬獲利，這使Nansen的智能貨幣追踪器標記了該項目。儘管與最近的社會活動相關的項目最近並非如此活躍，但一些知名投資者的這一舉動肯定對其基本面，未來發展或兩者兼有的信心投票。

The intersection of Web3 and infrastructure is where Grass operates. It sells crowdsourced bandwidth to entities that need it for various data-gathering experiments, like those in machine learning. This might seem like a very specific thing to be doing in the world of Web3—after all, most Web3 companies are building something for the general public. But I think it could be a very smart way to navigate the Web3 world.

Web3和基礎設施的交集是草的運作。它將眾包帶寬出售給需要它用於各種數據收集實驗的實體，例如機器學習。在Web3領域，這似乎是非常具體的事情 - 所有人，大多數Web3公司都在為公眾建造東西。但是我認為這可能是瀏覽Web3世界的一種非常明智的方式。

And finally, what has become an emblem of the market’s emotional curve, Fartcoin, appears to be holding onto its position as the leading meme coin in the AI narrative. Despite a recent price pullback (which is totally in line with the overall weekend dip in the crypto market

最後，已成為市場情感曲線的標誌，Fartcoin似乎在AI敘事中成為領先的模因硬幣的地位。儘管最近的價格下跌（這完全與加密貨幣市場的整個週末下降完全一致