建筑商的AI代理剧本

本文讨论了构建加密AI代理商的正确方法，并强调代理应该补充核心产品

The crypto market has seen several pullbacks, and liquidity is becoming thinner. Recently launched successful agents have a maximum market cap of about $10 million.

加密货币市场已经有几次回调，流动性越来越薄。最近推出的成功代理商的市值约为1000万美元。

What I mean by "successful" is that the product has product-market fit (PMF), provides value to actual users, and has begun (or is about to begin) generating revenue. This is in stark contrast to three or four months ago, when agents with PMF could reach a maximum market cap of over $100 million, especially if they were positioned as agent + framework/launch platform tokens. For example, AVA, as a 3D agent, not only serves as the agent itself but also derives value from its audiovisual layer from the launch platform and supported projects.

我的意思是“成功”是该产品具有产品市场拟合度（PMF），为实际用户提供价值，并且已经开始（或即将开始）生成收入。这与三，四个月前的形成鲜明对比，当时PMF的代理商可能达到超过1亿美元的市值，尤其是当它们被定位为Agent + Framework/Launch Platform Tokens时。例如，作为3D代理的Ava不仅充当代理本身，而且从其视听层中获得了启动平台和支持的项目的价值。

Old Playbook: Agents as Frameworks

旧剧本：代理商作为框架

At that time, the approach was to launch an agent to showcase its capabilities, attracting developers who wanted to build their own agents and requiring these developers to hold/burn/pay agent tokens to access the framework. The problem was that the crypto community placed too high a premium on framework tokens, and these "framework agents" often lacked differentiation. In many cases, they didn't even have a product—they were just rambling on Twitter, hoping for a token price increase.

当时，这种方法是推出一个代理商来展示其功能，吸引了想要建立自己的代理商并要求这些开发人员持有/燃烧/付费代理令牌以访问框架的开发人员。问题在于，加密社区对框架代币的溢价过高，这些“框架代理”通常缺乏差异化。在许多情况下，他们甚至没有产品 - 他们只是在Twitter上闲逛，希望价格上涨。

The first version of the agent treated the conversational agent itself as the product, which is unique in the crypto space because we place more emphasis on community building—similar to founder-led marketing (founders gain attention through rambling). Letting the agent ramble about your project to increase its visibility seemed like a good idea—it worked well when it launched in November 2024 and lasted for a month. But now, with 420,690 agents constantly rambling, most agents appear immature, repetitive, and frankly, quite annoying.

代理商的第一个版本将对话代理本身视为该产品，在加密货币领域是独一无二的，因为我们更加重视社区建设，这与创始人领导的营销相似（创始人通过漫长的漫步引起了人们的关注）。让代理商漫步到您的项目以提高其知名度似乎是一个好主意 - 它在2024年11月推出并持续了一个月时效果很好。但是现在，由于有420,690个代理商不断闲逛，大多数特工显得不成熟，重复且坦率地说，很烦人。

New Playbook: Agents as Businesses

新剧本：代理商作为企业

Here’s how you should think about launching an agent—launching an agent means you will operate a startup while managing up to three products:

您应该考虑推出代理商的方式 - 启动代理意味着您将在管理多达三种产品时经营一家初创公司：

1. Core Product (Actual Business)

1。核心产品（实际业务）

Your core product should solve real problems. It should not merely be a conversational agent but a genuine product.

您的核心产品应该解决真正的问题。它不仅应该是对话剂，而且应该是真正的产品。

Examples:

示例：

The core product should be the top priority for every team before launching a token. You need to ensure there is actual demand in the market and that users are willing to pay for it. Otherwise, you will fall into the "valley of death" in the crypto world, with consequences potentially more severe than those faced by traditional startups:

核心产品在推出令牌之前应该是每个团队的重中之重。您需要确保市场上有实际需求，并且用户愿意为此付费。否则，您将属于加密货币世界中的“死亡谷”，其后果可能比传统初创公司面临的后果更为严重：

If your token crashes, it will become a curse. Most people won't care about your project, no matter how strong your core product is or how much progress you've made.

如果您的令牌崩溃，它将成为诅咒。大多数人都不会关心您的项目，无论您的核心产品有多强大或取得了多少进展。

Instead of relying on token incentives, focus on attracting customers through the product. Find a balance between growth and revenue generation.

与其依靠令牌激励措施，不如专注于通过产品吸引客户。在增长和创收之间找到平衡。

The playbook of the crypto community KaitoAI is a great case study:

加密社区Kaitoai的剧本是一个很好的案例研究：

This approach is not easy to replicate, but the lesson is: first find PMF, generate revenue, and excite people before launching a token. Once you gain attention (hype) and revenue, you can move to the next level.

这种方法并不容易复制，但是教训是：首先找到PMF，产生收入，并在推出令牌之前激发人们。一旦您获得了关注（炒作）和收入，您就可以提升到一个新的水平。

Similarly, communication is crucial. Many projects have strong products but poor communication skills. If no one knows what you are doing, no one will care.

同样，沟通至关重要。许多项目具有强大的产品，但沟通技巧差。如果没有人知道您在做什么，没人会在乎。

2. Tokens (Alignment Tools)

2。令牌（对齐工具）

We have shifted from "venture capital coins" to "fair issuance," celebrating high circulation and low FDV tokens. However, fair issuance is not entirely fair—every token strategy has its trade-offs.

我们已经从“风险投资硬币”转变为“公平发行”，庆祝高流通和低FDV令牌。但是，公平发行并不完全公平 - 每个代币战略都具有权衡。

If the agent token you launch has high circulation and a low FDV structure, you will struggle to raise funds from venture capitalists and angel investors (due to the low valuation). However, you can use the token as a marketing tool to kickstart thought sharing.

如果您推出的代理令牌具有高流通和低FDV结构，那么您将努力从风险投资家和天使投资者那里筹集资金（由于估值较低）。但是，您可以将令牌用作营销工具来启动共享。

Many teams will launch two types of tokens:

许多团队将推出两种类型的令牌：

But this creates expectation mismatches—the community expects airdrops, and when the ecosystem token launches, capital shifts from the agent token to the ecosystem token, leading to a crash in the agent token price. Managing the core product + agent token + ecosystem token while ensuring value accumulation for each token is very complex.

但是，这会导致期望不匹配 - 社区期望空调，当生态系统代币推出时，资本从代理令牌转移到了生态系统令牌，导致代理商令牌价格崩溃。管理核心产品 +代理令牌 +生态系统令牌，同时确保每个令牌的价值积累非常复杂。

In an ideal world, there should be one token to accumulate all value from the core product. Historically, only those projects that can generate revenue and funnel it back into the token (through buybacks or revenue distribution) can survive long-term.

在理想的世界中，应该有一个令牌来积累核心产品的所有价值。从历史上看，只有那些能够产生收入并将其汇入代币（通过回购或收入分配）的项目才能长期生存。

Tokens should complement the core product, not be a prerequisite. For a deeper understanding of agent token strategies, check out the crypto community VaderResearch's analysis of the crypto community virtuals io's agent token playbook.

令牌应该补充核心产品，而不是先决条件。要更深入地了解代理令牌策略，请查看加密社区Vadersearch对加密社区虚拟IO的代理人令牌剧本的分析。

3. Agents (Supplementary Products)

3。代理（补充产品）

"Agents" refer to conversational agents built using frameworks like ElizaOS, G.A.M.E, ARC, Pippin, etc. While these agents integrate on-chain/off-chain capabilities, they should be supplementary products to the core product.

“代理”是指使用诸如Elizaos，Game，Arc，Pippin等框架建造的对话代理。尽管这些代理集成了链/链链功能，但它们应该是核心产品的补充产品。

Agents should enhance the value of the core product by changing user pathways:

代理应通过更改用户路径来提高核心产品的价值：

Instead of having users actively find and use your product, let

而不是让用户积极查找和使用您的产品，而是让