Bittensor（Tao）領導AI加密貨幣，因為該部門準備在新用例中隆隆

進入2025年，人工智能（AI）應該是加密貨幣領域年度最大的投資趨勢之一。

Heading into 2025, artificial intelligence (AI) was supposed to be one of the biggest investment trends of the year for the crypto sector.

進入2025年，人工智能（AI）應該是加密貨幣領域年度最大的投資趨勢之一。

Recently, we discussed how many of the top AI cryptos have been lagging this year. But, over the past 30 days, some of the most popular AI cryptos are suddenly up as much as 30%, seemingly out of nowhere. Is this a sign of a potential comeback for the AI crypto sector, or just a dead cat bounce? Let's take a closer look.

最近，我們討論了今年有多少頂級人工智能加密貨幣落後。但是，在過去的30天中，一些最受歡迎的AI加密貨幣突然上升了30％，似乎無處不在。這是AI加密貨幣部門的潛在復出的跡象，還是只是死去的貓反彈？讓我們仔細看一下。

The AI crypto sector

AI加密貨幣部門

At the beginning of the year, Cathie Wood of Ark Invest released "Big Ideas 2025," an annual look at top technological trends. One of the big themes was "technological convergence" -- the idea that several key innovation platforms are converging to accelerate technological and economic growth.

在今年年初，方舟投資的Cathie Wood發行了“ 2025年Big Ideas 2025”，這是一年一度的技術趨勢。一個大主題之一是“技術融合”，即幾個關鍵的創新平台正在加速技術和經濟增長的想法。

Two of the innovation platforms highlighted in the report were AI and blockchain technology. The convergence of AI and crypto is one of those big ideas that could make you a millionaire one day. The only problem, of course, is that there hasn't yet been a cryptocurrency that has fully capitalized on this convergence. Cathie Wood did not specifically point out any AI cryptos in the report, although, in the past, she has hinted that a convergence of Bitcoin (BTC) and AI would be interesting.

報告中強調的兩個創新平台是AI和區塊鏈技術。 AI和Crypto的融合是有一天可以使您成為百萬富翁的大想法之一。當然，唯一的問題是，尚未有一種加密貨幣，該加密貨幣已經完全利用了這種融合。凱茜·伍德（Cathie Wood）並未具體指出報告中的任何AI加密貨幣，儘管過去，她暗示比特幣（BTC）的融合會很有趣。

Top AI crypto prospects

頂級AI加密前景

Currently, the top AI crypto prospects are Bittensor (TAO 0.85%), Render, and Artificial Superintelligence Alliance. All of these have market caps above $1.5 billion, and all have been mentioned, at one time or another, as potential "millionaire-maker" investments.

目前，AI加密前景最高的是Bittensor（Tao 0.85％），渲染和人工超級智能聯盟。所有這些都有超過15億美元的市值，並且一次或另一次都提到了潛在的“百萬富翁製造商”投資。

Of course, there are dozens of other AI cryptos, but all of them have much lower market caps, and are considerably more speculative. Typically, they quickly skyrocket in value, and then collapse back down to zero. Only a handful of them ever make it to the $500 million threshold, and fewer still make it to the $1 billion level.

當然，還有其他數十個AI加密貨幣，但所有人都有更低的市值，並且更具投機性。通常，它們的價值迅速飆升，然後倒下至零。他們中只有少數人達到了5億美元的門檻，而更少的卻達到了10億美元的水平。

In 2024, Virtuals Protocol hit a market cap of $2.5 billion, based on its ability to capitalize on the hype around AI agents. Indeed, at one point in December, it was the top-performing cryptocurrency in the world. But look at what happened to it in 2025: It collapsed in value, and now trades 85% below its all-time high.

2024年，Virtuals協議的市值為25億美元，基於其在AI代理周圍大肆宣傳的能力。的確，在12月的某一時刻，這是世界上表現最佳的加密貨幣。但是，看看2025年發生的事情：它的價值崩潰了，現在的交易價格低85％。

If you poke through the listing of AI coins on a platform like CoinMarketCap or CoinGecko, it's possible to find other potential investment prospects. However, buyer beware -- if you do a little due diligence, you'll quickly find that many of these are not "pure-play" AI coins. For example, take Internet Computer, which has a market cap of $2.8 billion. Technically, it's not an AI coin. However, it's possible to run AI applications on its blockchain, so it often gets lumped into the category of "AI coins."

如果您在CoinMarketCap或Coingecko等平台上列出AI硬幣的列表，則可以找到其他潛在的投資前景。但是，買家要當心 - 如果您進行一些盡職調查，您會很快發現其中許多不是“純遊戲” AI硬幣。例如，乘坐互聯網計算機，該計算機的市值為28億美元。從技術上講，這不是AI硬幣。但是，可以在其區塊鏈上運行AI應用程序，因此通常將其分為“ AI硬幣”類別。

Bittensor

問

Of these, the most intriguing investment prospect is Bittensor, which has a market cap of $3 billion and recently obtained a listing on Coinbase (NASDAQ:COIN) Global. Bittensor is basically a blockchain for AI projects, in which the currency of the realm is the TAO token. In other words, you pay for AI computing power with TAO tokens, and you earn TAO tokens for providing AI computing power.

其中，最吸引人的投資前景是Bittensor，它的市值為30億美元，最近在Coinbase（NASDAQ：COIN）全球上獲得了上市。 Bittensor基本上是AI項目的區塊鏈，其中該領域的貨幣是Tao代幣。換句話說，您使用Tao代幣支付了AI計算能力，並且您可以通過提供AI計算能力來獲得Tao令牌。

Image source: Getty Images.

圖像來源：蓋蒂圖像。

In theory, this is exactly the sort of convergence of AI and crypto that Wood mentioned in her "Big Ideas 2025" report. My primary concern with Bittensor is that it's rather difficult to figure out how it works, and how it generates value.

從理論上講，這正是伍德在她的《大思想2025》報告中提到的AI和加密貨幣的融合。我對Bittensor的主要關注點是，很難弄清楚它的工作原理以及如何產生價值。

Even Bittensor seems to agree. In a section of its website called "Bittensor Paradigm," it notes: "The promise of what Bittensor is and can be has been masked by large technical barriers to understanding, and thus has not been well digested by non-technical audiences."

甚至Bittensor似乎都同意。在其網站的一個名為“ Bittensor範式”的部分中，它指出：“ Bittensor是什麼和可以被大型理解障礙所掩蓋的承諾，因此並沒有被非技術觀眾所消化。”

Yep, well, I guess that's me. That's one big reason why I haven't invested in Bittensor yet. I can hear the voice of Warren Buffett whispering in my ear: "Never invest in a business you cannot understand." Thus, I highly suggest checking out the official Bittensor whitepaper and trying to make sense of it yourself.

是的，好吧，我想那是我。這是我還沒有投資Bittensor的一個重要原因。我能聽到沃倫·巴菲特（Warren Buffett）在耳邊竊竊私語的聲音：“永遠不要投資您無法理解的企業。”因此，我強烈建議您查看官方的Bittensor白皮書，並嘗試自己理解它。

On the plus side, Bittensor has a minuscule coin supply (21 million coins, of which only 8.65 million are in circulation), and offers an open-source approach to AI that's different from the proprietary approach to AI that's popular in Silicon Valley. Overall, it seems to be one of the few cryptos truly sitting at the intersection of AI and blockchain technology.

從好的方面來說，Bittensor具有微小的硬幣供應（2100萬枚硬幣，其中只有865萬個發行），並為AI提供了一種與AI專有方法不同的開源方法，該方法在Silicon Valley中很受歡迎。總體而言，它似乎是真正坐在AI和區塊鏈技術交叉點的少數幾個加密貨幣之一。

Is it still too early to

還為時過早嗎