AI 代理代币：新的 Meme 币？

Virtuals Protocol 是一个去中心化平台，允许用户在各种虚拟环境中创建、拥有人工智能代理并通过其货币化，每天都会有超过 1,000 个代币被创建。

Virtuals Protocol, a decentralized platform that enables users to create, own, and monetize AI agents across multiple virtual environments, has seen a massive surge in activity, with over 1,000 tokens being created daily. These AI Agent tokens have collectively amassed a market capitalization of over $1.8 billion, as reported by CoinGecko.

Virtuals Protocol 是一个去中心化平台，使用户能够在多个虚拟环境中创建、拥有 AI 代理并从中获利，该平台的活动大幅增加，每天创建超过 1,000 个代币。据 CoinGecko 报道，这些 AI Agent 代币的市值总计超过 18 亿美元。

According to Dune data, over 21,000 AI Agent tokens were created on Virtuals Protocol in November alone. Some of these tokens, such as AIXBT and LUNA, experienced remarkable surges of over 300% within days of their launch.

根据 Dune 数据，仅 11 月份就在 Virtuals Protocol 上创建了超过 21,000 个 AI Agent 代币。其中一些代币，例如 AIXBT 和 LUNA，在推出后几天内就经历了超过 300% 的惊人飙升。

The platform's popularity also drove its native token, VIRTUAL, to an all-time high last week, with gains exceeding 200% in November.

该平台的受欢迎程度也推动其原生代币 VIRTUAL 上周创下历史新高，11 月份涨幅超过 200%。

AI Agent tokens on Virtuals Protocol represent fractional ownership and governance rights over specific AI agents within the ecosystem. When a new AI agent is created, the protocol mints a fixed supply of tokens associated with that agent.

Virtuals Protocol 上的 AI 代理代币代表了生态系统内特定 AI 代理的部分所有权和治理权。当创建新的人工智能代理时，协议会铸造与该代理相关的固定供应量的代币。

These tokens are then added to a liquidity pool, establishing a market for the agent's ownership. Token holders can participate in decisions regarding the agent's development and receive a share of the revenue generated through the agent's activities.

然后将这些代币添加到流动性池中，为代理商的所有权建立市场。代币持有者可以参与有关代理发展的决策，并获得代理活动产生的收入的一部分。

According to users, the main attraction of Virtuals Protocol is its accessibility. It combines elements of the App Store's impact on mobile applications with a speculative layer akin to prediction markets, allowing users to invest in agents they believe in.

据用户称，Virtuals Protocol 的主要吸引力在于其可访问性。它将应用商店对移动应用程序的影响元素与类似于预测市场的投机层结合起来，允许用户投资他们相信的代理。

Developers can directly observe feedback through market activity, users gain stakeholder incentives, and capital naturally flows to promising projects.

开发者可以通过市场活动直接观察反馈，用户获得利益相关者激励，资金自然流向有前景的项目。

The platform's operational model has drawn comparisons between Virtuals Protocol and Pump.fun, a platform that offers users a launchpad to create and co-own digital assets.

该平台的运营模式将 Virtuals Protocol 与 Pump.fun 进行了比较，Pump.fun 是一个为用户提供创建和共同拥有数字资产的启动平台的平台。

While Virtuals Protocol differentiates itself by focusing on AI agents, there are speculations that these tokens ultimately share similarities with meme coins.

虽然 Virtuals Protocol 通过专注于人工智能代理而与众不同，但有人猜测这些代币最终与 meme 币有相似之处。

“They are much more than just memecoins but I like the meme coin analogy because ai agents live and breathe on twitter with attention/impressions being their oxygen. So, the memetic elements of their identity feel more innate/important than that of L1s/platforms (for which usage metrics exist outside of socials),”Markus, an influencer, wrote on X (formerly Twitter).

“它们不仅仅是模因币，但我喜欢模因币的类比，因为人工智能代理在 Twitter 上生活和呼吸，关注/印象就是他们的氧气。因此，他们身份的模因元素感觉比 L1/平台（其使用指标存在于社交之外）更加天生/重要，”影响者马库斯在 X（以前的 Twitter）上写道。

Critics of Virtuals Protocol raise concerns about the quality and sustainability of AI agents created on the platform. Users express fears of an influx of low-quality or speculative projects.

Virtuals Protocol 的批评者对该平台上创建的人工智能代理的质量和可持续性表示担忧。用户表达了对低质量或投机项目涌入的担忧。

There are also concerns about the platform's ability to maintain long-term engagement and value generation, especially considering the backlash Pump.fun has faced in recent months.

人们还对该平台维持长期参与和价值创造的能力感到担忧，特别是考虑到 Pump.fun 近几个月来面临的强烈反对。

The platform came under fire after users started misusing its live stream feature for harmful content, which ultimately led to its ban.

在用户开始滥用其直播功能传播有害内容后，该平台受到了批评，最终导致了该平台的禁令。

“The label of memecoins is being given to the broad category of tokens that are launched by an individual where the token is fully unlocked and liquid at genesis. These coins can be memecoins (WIF, PEPE). But they can also become any other type of coin (GOAT, ANON, CLANKER). We're conflating the genesis mechanism of coins with being a meme,” David Hoffman wrote on X.

“模因币的标签是指由个人发行的一大类代币，这些代币在创世时就已完全解锁且具有流动性。这些硬币可以是模因币（WIF、PEPE）。但它们也可以成为任何其他类型的硬币（GOAT、ANON、CLANKER）。我们将硬币的起源机制与模因混为一谈，”David Hoffman 在 X 上写道。

Meanwhile, the utility of tokens created via these platforms remains questionable. As reported earlier by BeInCrypto, over 60% of traders in Pump.fun meme coins lose money, and less than 10% are making any real profits.

与此同时，通过这些平台创建的代币的效用仍然值得怀疑。正如 BeInCrypto 早些时候报道的那样，超过 60% 的 Pump.fun meme 币交易者亏损，只有不到 10% 的交易者真正获利。

These concerns have also extended to Virtuals Protocols and its AI agent tokens. However, there is some optimism, as AI agents are increasingly being used to handle more blockchain transactions.

这些担忧也延伸到了 Virtuals Protocols 及其人工智能代理代币。然而，随着人工智能代理越来越多地被用来处理更多的区块链交易，人们仍然感到乐观。

Overall, the true potential of the Virtual Protocols ecosystem will become more apparent as it develops and if the AI agents created become more useful in segmented blockchain operations, these tokens can effectively be differentiated from speculative meme coins.

总体而言，随着虚拟协议生态系统的发展，其真正潜力将变得更加明显，如果创建的人工智能代理在分段区块链操作中变得更加有用，这些代币可以有效地与投机性模因硬币区分开来。