人工智能代理：新的超级周期叙事？

人工智能和区块链已经相互围绕了很多年，无论是去中心化的人工智能解决方案还是人工智能驱动的 DeFi 协议。然而，近几个月来，一些不同的东西引起了人们的关注：人工智能代理。

Artificial intelligence and blockchain have circled each other for years, whether with decentralized AI solutions or AI-driven DeFi protocols. But something different has taken the spotlight in recent months: AI agents. With AI memecoins being called a new supercycle narrative and AI agents captivating the crypto community, it's necessary to ask what the hype is about.

人工智能和区块链已经相互围绕了很多年，无论是去中心化的人工智能解决方案还是人工智能驱动的 DeFi 协议。但近几个月来，一些不同的东西引起了人们的关注：人工智能代理。随着人工智能模因币被称为新的超级周期叙事，人工智能代理吸引了加密社区，我们有必要问一下这种炒作到底是什么。

There is a lot of confusion around the difference between AI agents and bots, so let's start from the beginning. Unlike chatbots or virtual assistants such as Alexa, AI agents don't just follow predefined rules. Instead, these agents are programs capable of autonomously performing tasks on behalf of their users. They're designed to analyze their environment and make decisions, all while acting independently to achieve set goals; AI agents have seen a particular interest coming from the trading sector precisely because of their nature. One can think of them as digital twins that determine the best way to get things done based on what you train them to do for you. The level of autonomy where you don’t have to lift a finger is why AI agents differ from traditional bots. However, not all agents that we encounter right now are fully autonomous, with the example of a semi-autonomous AI agent called Terminal of Truths, which is precisely where the AI memecoin frenzy began.

关于人工智能代理和机器人之间的区别有很多困惑，所以让我们从头开始。与聊天机器人或 Alexa 等虚拟助手不同，人工智能代理不仅仅遵循预定义的规则。相反，这些代理是能够代表用户自主执行任务的程序。他们的设计目的是分析环境并做出决策，同时独立行动以实现既定目标；正是由于人工智能代理的性质，贸易领域对人工智能代理产生了特别的兴趣。人们可以将它们视为数字孪生，根据您训练它们为您做的事情来确定完成工作的最佳方式。人工智能代理与传统机器人的不同之处在于您无需动一根手指的自主程度。然而，并不是我们现在遇到的所有代理都是完全自主的，例如一个名为 Terminal of Truths 的半自主 AI 代理，这正是 AI memecoin 狂热开始的地方。

AI Agents For Memecoins

Memecoin 的人工智能代理

Surprisingly, the current buzz around AI agents across the crypto community owes a lot to AI memecoins — meme-related tokens that integrate AI, whether by deploying AI agents or adopting AI-driven utilities, dominated the memecoin mindshare, as posted by an analytics platform, Kaiko.

令人惊讶的是，当前整个加密社区围绕 AI 代理的热潮在很大程度上要归功于 AI memecoin——正如分析平台所发布的那样，无论是通过部署 AI 代理还是采用 AI 驱动的实用程序，集成 AI 的 meme 相关代币主导了 memecoin 的关注度，凯子。

To quickly recap the story of the first AI memecoin: In a surprising turn of events, an AI agent known as Terminal of Truths was the reason for a meme coin Goatseus Maximus, with the ticker GOAT, to skyrocket to a peak valuation of $937 million after endorsement from the agent.

快速回顾一下第一个人工智能模因币的故事：在一个令人惊讶的事件转变中，一个被称为真理终端的人工智能代理是模因币 Goatseus Maximus（股票代码 GOAT）飙升至 9.37 亿美元峰值估值的原因经代理人认可后。

What’s important to note is that the Terminal of Truths operates semi-autonomously, with its creator, Andy Ayrey, overseeing its activity by filtering posts on X. Interestingly enough, neither the AI agent nor Ayrey was involved in launching GOAT, even though Ayrey did create a crypto wallet for its agents with people swarming to airdrop meme coins onto its address.

值得注意的是，真理终端是半自主运行的，其创建者 Andy Ayrey 通过过滤 X 上的帖子来监督其活动。有趣的是，AI 代理和 Ayrey 都没有参与启动 GOAT，尽管 Ayrey 参与了为其代理创建一个加密钱包，人们蜂拥而至，将 meme 硬币空投到其地址上。

Yatharth Jain, the co-founder of Cluster Protocol, a company building a coordination layer for AI agents, shares: “I do like the concept of these agents, but we need to think one step further there because, as of now, people are just using wrappers of OpenAI and then integrating it over X's API" referring to how newly launched AI agents used for memecoins are now mostly focused on shilling tokens on X. But it doesn’t mean it’s the current status quo of AI agents and that they indeed lack autonomy. Quite the opposite. Projects like Spectral are introducing concepts like sentient memes to create an AI agent economy that is community-governed with truly autonomous trading.

Cluster Protocol（一家为人工智能代理构建协调层的公司）的联合创始人 Yatharth Jain 分享道：“我确实喜欢这些代理的概念，但我们需要进一步思考，因为到目前为止，人们正在只是使用 OpenAI 的包装器，然后将其集成到 X 的 API 上”，指的是新推出的用于 memecoins 的人工智能代理现在主要集中在 X 上的先令代币。但这并不意味着这是人工智能代理的当前现状，并且恰恰相反，像 Spectral 这样的项目正在引入诸如感知模因之类的概念，以创建一个由社区治理、真正自主交易的人工智能代理经济。

From Web3 to the Agentic Web

从 Web3 到代理 Web

Digressions around AI agents bring us to the bigger picture: the Post Web. This concept has been explored by Outlier Venture in their thesis, The Post Web, which investigates the convergence of AI with distributed ledger technology. According to their thesis, "Web3 is, and always has been, a back-end revolution that was never truly intended for direct human interaction. Web3 is a sleeping giant of functionality, tested by humans, waiting to be unlocked by machines," which strongly refers to a future where most online (and onchain) interactions will be AI to AI.

围绕人工智能代理的题外话让我们看到了更大的图景：邮政网络。 Outlier Venture 在其论文《The Post Web》中探讨了这一概念，该论文研究了人工智能与分布式账本技术的融合。根据他们的论文，“Web3 始终是一场后端革命，从未真正旨在实现直接的人类交互。Web3 是一个沉睡的功能巨人，由人类测试，等待机器解锁”。强烈指的是大多数在线（和链上）交互将是人工智能对人工智能的未来。

Jamie Burke, the CEO of Outlier Ventures, co-authored The Post Web

Outlier Ventures 首席执行官杰米·伯克 (Jamie Burke) 是《The Post Web》的合著者

Web3 has long promised a more decentralized, user-owned internet, often called the "Read, Write, Own" era. But it’s high time to face it — using these tools can keep you awake at night with the complexity. Managing your self-custodial wallet or navigating the trenches of decentralized apps may be intimidating for many people, especially lay people. This is where the AI agents and the Agentic Web comes in. It builds on Web3's foundation but adds the fourth layer: delegation, shifting to "Read, Write, Own, Delegate.” In this scenario, AI memecoins, albeit thriving, are just one of many steps toward an agentic future.

Web3 长期以来一直致力于打造一个更加去中心化、用户拥有的互联网，通常被称为“读、写、拥有”时代。但现在是时候面对它了——使用这些工具可能会让你因复杂性而彻夜难眠。管理你的自我托管钱包或使用去中心化应用程序可能会让很多人感到害怕，尤其是外行。这就是人工智能代理和代理网络的用武之地。它建立在 Web3 的基础上，但增加了第四层：委托，转向“读、写、拥有、委托”。在这种情况下，人工智能模因币尽管蓬勃发展，但只是迈向代理未来的众多步骤之一。