人工智能代理需要優先考慮其內在效用

在過去的一個月中，與AI代理有關的代幣的累積累計下降了21％以上

The price of artificial intelligence (AI) tokens has dropped significantly over the past month, with their collective market capitalization decreasing by over 21% to reach $27 billion, according to CoinMarketCap data.

根據CoinMarketCap數據，人工智能（AI）代幣的價格已大大下降，其集體市值下降了21％以上，達到了270億美元。

While this continues a broader crypto market correction, the lack of focus on intrinsic utility may be another reason for the decline, according to Changpeng Zhao, the founder and former CEO of Binance, the world’s largest cryptocurrency exchange.

雖然這繼續進行更廣泛的加密貨幣市場糾正，但缺乏對內在效用的關注可能是下降的另一個原因，據世界上最大的加密貨幣交易所Binance的創始人兼前首席執行官Changpeng Zhao稱。

"Launch a coin only if you have scale. Focus on utility, not tokens," Zhao wrote on March 17.

趙在3月17日寫道：“只有在您有規模的情況下才能發行硬幣。專注於公用事業，而不是代幣。”

If you don't have the scale to launch a coin, don't.

如果您沒有發布硬幣的規模，請不要。

Launch a coin only if you have scale. Focus on utility, not tokens.

僅當您有比例時才發布硬幣。專注於公用事業，而不是令牌。

— Changpeng Zhao (@cz_binance) March 17, 2024

- 2024年3月17日Changpeng Zhao（@CZ_Binance）

Zhao's comments come during a significant downtrend for AI cryptocurrencies, which lost over 61% of their peak $70.4 billion market capitalization in the three months since they began to decline on Dec. 7.

趙的評論是在AI加密貨幣的重大下降趨勢中，自12月7日開始下降以來的三個月中，損失了其高峰期704億美元的61％以上。

Several venture capital firms, including Pantera Capital and Dragonfly, are interested in the future of AI agents but haven't yet invested in them, according to a panel discussion at Consensus 2025 in Hong Kong.

根據在香港共識2025年的小組討論中，包括Pantera Capital和Dragonfly在內的幾家風險投資公司對AI代理商的未來感興趣，但尚未投資於香港。

"We're not really seeing anything yet in the space that's really cutting through in terms of the interesting protocols or primitives that are emerging in Web3 that we'd want to invest in," said Konstantin "Kola" Kalashkov, partner at Dragonfly, during the panel discussion.

“我們還沒有在空間中真正看到任何東西，這些空間實際上是在我們想投資的Web3中出現的有趣的協議或原始內容，” Dragonfly的合夥人Konstantin“ Kola” Kalashkov在小組討論中說。

"But certainly, we're interested in the space and we're looking at it closely."

“但是當然，我們對這個空間感興趣，我們正在仔細研究它。”

Emerging tech narrative in 2025

2025年新興技術敘事

Industry watchers foresee a year of significant upside for the emerging field of AI cryptocurrencies.

行業觀察者預見AI加密貨幣的新興領域每年都有重大上漲空間。

New generation of protocols

新一代協議

"Platforms like ai16z and decentralized trading protocol Hyperliquid are poised for growth in 2025," said Alvin Kan, chief operating officer of Bitget Wallet.

Bitget Wallet首席運營官Alvin Kan說：“ AI16Z和分散交易協議等平台有望在2025年增長。”

"Emerging narratives like AI-driven investments, decentralized AI agents and tokenized assets hint at a tech-driven shift, though with added risk."

“諸如AI驅動的投資，分散的AI代理商等新興敘事和令牌資產暗示了技術驅動的轉變，儘管有增加的風險。”