如何找到領先的人工智慧代理加密項目

近一個月來，AI Agent在加密產業掀起了新一波熱潮。不到一個月的時間，整個AI Agent賽道專案市值就達到了數百億美元。

In the past month, AI Agent has set off a new wave of craze in the crypto industry.

近一個月來，AI Agent在加密產業掀起了新一波熱潮。

In less than a month, the market value of the entire AI Agent track project reached tens of billions of dollars. Among them, the market value of Virtuals reached 3 billion US dollars, and the market value of ai16z and Fartcoin reached 1 billion US dollars. According to incomplete statistics from Foresight News, there are at least 14 AI Agent-related cryptocurrencies with a market value of more than 100 million US dollars.

不到一個月的時間，整個AI Agent賽道專案市值就達到了數百億美元。其中Virtuals市值達到30億美元，ai16z和Fartcoin市值達到10億美元。根據Foresight News不完全統計，目前至少有14種AI Agent相關的加密貨幣市值超過1億美元。

Many Web3 practitioners said: AI Agent may be one of the biggest narratives in this cycle, just like DeFi, NFT and Metaverse that appeared in the last two cycles. So, when a new crypto narrative is born in its early stages, how can we find the leading crypto project of AI Agent through a good set of methodologies? The author tries to list ten methods for readers.

不少Web3從業人員表示：AI Agent可能是這個週期最大的敘事之一，就像前兩個週期出現的DeFi、NFT和Metaverse一樣。那麼，當一個新的加密敘事在早期誕生時，我們如何透過一套好的方法論找到AI Agent這個領先的加密專案呢？作者試圖列出十種方法供讀者參考。

1. On-chain income method

1.鏈上收益方式

This method is more suitable for judging platform-based AI Agents, such as Clanker, vvaifu.fun, Virtuals, etc. If there are changes in the daily on-chain revenue and on-chain transaction numbers, such as rapid growth for several consecutive days, it may mean that this AI Agent may have good development. On the contrary, it may mean that the development has stagnated.

此方法比較適合判斷平台型AI Agent，如Clanker、vvaifu.fun、Virtuals等，如果每天的鏈上收入和鏈上交易筆數有變化，例如連續幾次快速增長這幾天，或許意味著這個AI Agent可能會有不錯的發展。反之，則可能意味著發展停滯。

For example, Clanker, as a star AI Agent project in the Base ecosystem, can be seen from the on-chain data that after November 26, the number of tokens issued, traders and on-chain revenue began to decline, and this trend was immediately reflected in the token price.

例如，Clanker 作為 Base 生態中的明星 AI Agent 項目，從鏈上數據可以看出，11 月 26 日之後，代幣發行數量、交易者和鏈上收入開始下降，而且這一趨勢在立即反映在代幣價格中。

2. Developer Attention Method

2. 開發者關注方法

More stars on Github may mean that more developers pay attention to and recognize this framework. This method is more suitable for judging framework-based AI agents, such as Eliza.

Github上的star越多，可能意味著更多的開發者關注並認可這個框架。這種方法比較適合判斷以框架為基礎的AI智能體，例如Eliza。

Search Github to see the developer attention of framework AI Agent, that is, how many stars it has. For example, ai16z/Eliza has received 5,300 stars in less than a month. This is a very surprising data.

搜尋Github，看看框架AI Agent的開發者關注度，也就是有多少star。例如，ai16z/Eliza 在不到一個月的時間內就獲得了 5,300 顆星。這是一個非常令人驚訝的數據。

As shown in the above figure, the developer attention of ai16z/Eliza has surpassed uniswap in just one month. This shows the developer's interest in this framework. Another set of data can also be compared: Sui currently has 6,400 stars, Solana has 13,000 stars, Ethereum has 50,000 stars, and Base has 70,000 stars.

如上圖所示，ai16z/Eliza的開發者關注度在短短一個月內就超越了uniswap。由此可見開發者對這個框架的興趣。另一組數據也可以比較：Sui目前有6400顆星，Solana有13000顆星，以太坊有5萬顆星，Base有7萬顆星。

However, it should be noted that the number of stars on Github can also be inflated, although this behavior is not common. Therefore, this indicator can only be used as an auxiliary reference for decision-making.

然而，應該指出的是，Github 上的星星數量也可能被誇大，儘管這種行為並不常見。因此，此指標只能作為決策的輔助參考。

3. KOL Fan Quantity Method

3. KOL粉絲數計算方法

A relatively certain track for AI Agent is: KOL.

AI Agent相對確定的賽道是：KOL。

Currently, the more famous AI Agent-style KOLs include: Terminal of Truths (210,000 followers), aixbt (160,000 followers), Zerebro (60,000 followers), Eliza (14,000 followers), LUNA (30,000 followers on Twitter, 500,000 followers on TIKTOK), etc.

目前比較知名的AI代理式KOL有：Terminal of Truths（21萬粉絲）、aixbt（16萬粉絲）、Zerebro（6萬粉絲）、Eliza（1.4萬粉絲）、LUNA（Twitter 3萬粉絲、TIKTOK 50萬粉絲） ， ETC。

One of the major differences in this round of AI revolution is the change in semantics. I expect that there will be a KOL leader in AI Agent, and the market value of the token of this leader is expected to exceed 5 billion US dollars. The change in the number of fans may become one of the important measurement indicators.

本輪人工智慧革命的一大差異是語意的變化。我預期AI Agent將會出現一位KOL領導者，而這位領導者的代幣市值預計將超過50億美元。粉絲數量的變化或許會成為重要的衡量指標之一。

4. The influence of leading figures

4.領軍人物的影響力

There are more and more leaders in the AI industry entering the Crypto market, including Marc Andreessen, the founder of a16z (representative project supported: ai16z), Sam Altman (representative project supported: Worldcoin), etc. They have all brought multiple cryptocurrencies worth more than $1 billion to the cryptocurrency circle. It is expected that there will be more in the future, such as Musk and Grok, which he founded.

越來越多的人工智慧產業領導者進入加密貨幣市場，包括a16z（支援的代表性項目：ai16z）創辦人Marc Andreessen、Sam Altman（支援的代表項目：Worldcoin）等，他們都帶來了多種加密貨幣價值為加密貨幣圈貢獻超過10億美元。預計未來還會有更多，例如馬斯克和他創立的Grok。

There are also companies with relatively low certainty, such as Apple, Meta, tiktok, and other companies, such as Claude, Copilot, and Gemini. These AI manufacturers are likely to bring something different to Crypto.

還有一些確定性比較低的公司，像是Apple、Meta、Tiktok，還有一些公司，像是Claude、Copilot、Gemini。這些人工智慧製造商很可能會為加密貨幣帶來一些不同的東西。

Special attention should be paid to those technology giants who are researching both AI and Crypto, such as Musk, Marc Andreessen, Sam Altman, and Huang Renxun, etc. Their leadership in the technology industry can often be transmitted to the crypto industry.

特別值得關注的是那些同時研究人工智慧和加密貨幣的科技巨頭，例如馬斯克、Marc Andreessen、Sam Altman、黃仁勳等，他們在科技業的領先地位往往可以傳導到加密產業。

5. Breaking the circle of the external world

5.打破外在世界的循環

If AI Agent is indeed one of the biggest narratives in this cycle, we need to pay extra attention to the influence of AI Agent on the outside world. For example, Web2 developers are attracted by Web3 AI Agent frameworks and products. As far as I know, Eliza has attracted the attention of some AI practitioners outside the

如果AI Agent確實是這個週期最大的敘事之一，那麼我們需要格外關注AI Agent對外界的影響。例如，Web2 開發人員被 Web3 AI Agent 框架和產品所吸引。據我了解，Eliza已經引起了一些外部AI從業者的關注