![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
您还记得2021年的Defi热潮吗?诸如AAVE,COMP,UNI,MKR和SNX之类的项目很容易拥有数十亿美元的市值。
Let’s take a deep look at the DeFAI ecosystem, why DeFAI is the most certain direction this year and the strongest narrative of this bull market, and the key projects you can’t miss.
让我们深入了解Defai生态系统,为什么Defai是今年最某些方向,也是这个牛市中最强的叙述,以及您不会错过的关键项目。
From DeFi to DeFAI: An inevitable evolution
从defi到defai:不可避免的进化
Do you remember the DeFi craze in 2021? Projects like AAVE, COMP, UNI, MKR, and SNX easily have market capitalizations of billions of dollars. At that time, everyone was shouting "Let finance be open to everyone" and rushed into this trend.
您还记得2021年的Defi热潮吗?诸如AAVE,COMP,UNI,MKR和SNX之类的项目很容易拥有数十亿美元的市值。当时,每个人都大喊“让财务向所有人开放”,并冲入了这一趋势。
But the reality is very bleak: The early DeFi ecosystem had a fatal problem - the user experience was terrible and the operation threshold was extremely high. Those dApps had almost no actual income, and the governance tokens were only slightly better than air coins.
但是现实是非常凄凉的:早期的defi生态系统存在致命的问题 - 用户体验很糟糕,操作阈值也很高。这些DAPP几乎没有实际收入,并且治理令牌仅比空气硬币稍好一些。
Today’s DeFAI has learned a bitter lesson, and its product maturity is completely different:
当今的Defai学到了一个痛苦的教训,其产品成熟度完全不同:
1. First have the product and then issue the coin: no longer just draw a rosy picture and then collect the money
1。首先有产品,然后发行硬币:不再只是画一幅玫瑰色的图片,然后收集钱
2. Real money returns: Token holders can get real benefits
2。真钱回报:令牌持有者可以获得真正的好处
3. Practicality: Tokens are no longer just voting tools, but keys to unlock core functions
3。实用性:令牌不再只是投票工具,而是解锁核心功能的密钥
4. Valuation is more down-to-earth: Ordinary people can also reap the benefits of rising prices, instead of being ripped off by VCs
4。估值更脚踏实地:普通百姓也可以从上涨的价格中获得收益,而不是被风投撕裂
DeFAI: The Savior of DeFi
Defai:Defi的救世主
What is the biggest pain point of DeFi? It’s too complicated and too unfriendly.
Defi的最大疼痛点是什么?它太复杂了,太不友好了。
Anyone who has used DeFi knows that every operation is like sending you back to the college entrance examination retraining class:
使用Defi的任何人都知道,每个操作都像将您送回大学入学考试探查课程:
- Install a Web3 plugin wallet first
- 首先安装Web3插件钱包
- Manually switch between chains
- 手动在链条之间切换
-Pay incomprehensible gas fees
- 付出不可理解的汽油费
- Approve smart contracts and authorizations that you don’t understand
- 批准您不了解的智能合约和授权
- Each transaction must be signed manually
- 每个交易必须手动签署
The complexity of this experience prevents DeFi from ever truly gaining mass popularity.
这种体验的复杂性阻止了Defi真正获得大规模流行。
The core value of DeFAI is to use AI to eliminate all these tedious steps, just like how search engines completely changed the way we surf the Internet.
Defai的核心价值是使用AI消除所有这些乏味的步骤,就像搜索引擎如何完全改变了我们浏览互联网的方式一样。
Imagine this: you don’t need to remember URLs or understand blockchain. You only need to tell AI “I want to short ETH” or “I want to exchange USDT for BTC” or “help me find a stablecoin staking project with an annualized return of 5%”. You don’t need to learn any public chains/platforms/wallets/gas. You can get it done in one conversation. This is the real future.
想象一下:您不需要记住URL或了解区块链。您只需要告诉人工智能“我想简要hard eth”或“我想将USDT换成BTC”或“帮助我找到一个年度返回5%的Stablecoin Stateking项目”。您无需学习任何公共连锁/平台/钱包/气体。您可以在一次对话中完成它。这是真实的未来。
DeFAI Panorama: Five Core Ecosystem Sectors
Defai Panorama:五个核心生态系统领域
1. Abstraction Layers
1。抽象层
ChatGPT has proven how cool a simple conversational interface can be. The DeFAI abstraction layer brings this experience to the chain, allowing you to complete complex operations in a chat format.
Chatgpt证明了一个简单的对话界面可以是多么酷。 Defai抽象层将这种体验带入链条,使您可以以聊天格式完成复杂的操作。
Projects worth paying attention to: $NEUR, $GRIFFAIN, $PROMPT, $BNKR, $M, $CGPT, $SLATE, $BUZZ, $GRIFT, $HEYELSAAI, $PPCOIN
值得关注的项目:$ neur,$ griffain,$提示,$ bnkr,$ m,$ cgpt,$ slate,$ buzz,$ grift,$ grift,$ heyelsaai,$ ppcoin
2. AI Trading Facilitators
2。AI交易促进者
Trading is a rigid demand in the crypto market. AI trading tools can help you discover arbitrage opportunities that others cannot see, improve your winning rate, and increase your capital efficiency.
交易是加密货币市场中的严格需求。 AI交易工具可以帮助您发现其他人看不到的套利机会,提高获胜率并提高您的资本效率。
Projects worth paying attention to: $ANON, $CDX, $ALMAN, $PPCOIN, 'GATSBY, $BERRY, $AXAL, $BRAIN, $XYZ, $AIX9, $PAAL
值得关注的项目:$ anon,$ cdx,$ alman,$ ppcoin,'gatsby,$ berry,$ axal,$ axal,$ brain,$ xyz,$ aix9,$ paal
3. Autonomous Agents
3。自主代理
Here comes the more ruthless one: Why not just let AI manage your assets for you? From market analysis to transaction execution, there is no need for human intervention. Making money while lying down is the ultimate dream.
这是一个更残酷的人:为什么不让AI为您管理您的资产呢?从市场分析到交易执行,不需要人工干预。躺下时赚钱是最终的梦想。
Projects worth paying attention to: $FUNGI, $MANEKI, $BRAIN, $TONY, $RNDM, $AIXBT, VLV, $KUDAI
值得关注的项目:$真菌,$ maneki,$ brain,$ tony,$ rndm,$ aixbt,vlv,$ kudai
4. Agent Frameworks
4。代理框架
This is definitely the most explosive sector in DeFAI, and the next trillion-dollar market is hidden here. In the next five years, on-chain activities will be increasingly performed by AI agents rather than humans.
这绝对是Defai最具爆炸性的部门,下一个万亿美元的市场被隐藏在这里。在接下来的五年中,AI代理人而不是人类将越来越多地进行链链活动。
Projects worth paying attention to: $GAME, $AI16Z, $OLAS, $LAY, $SNAI, $HYB
值得关注的项目:$ game,$ ai16z,$ olas,$ lay,$ snai,$ hyb
5. DeFAI Infrastructure
5。Defai基础架构
Infrastructure Without a strong infrastructure, everything is a castle in the air. DeFAI needs reliable and professional data sources, blockchain optimized for AI, decentralized AI development tools/platforms, and even funding and incubation.
基础设施没有强大的基础设施,一切都是空中的城堡。 Defai需要可靠和专业的数据源,针对AI优化的区块链,分散的AI开发工具/平台,甚至资金和孵化。
Items worth paying attention to: $MODE, $ALLO, $TAO, $COOKIE, $HINT
值得关注的物品:$模式,$ allo,$ tao,$ cookie,$提示
DeFAI market space: a huge feast of wealth
Defai市场空间:大量的财富盛宴
The total market value of DeFi tokens in the last bull market reached $174 billion. The potential of DeFAI will only be greater for a simple reason:
在最后一个牛市中,Defi代币的总市场价值达到1740亿美元。 Defai的潜力只会出于简单的原因才能更大:
— AI is already everywhere: ordinary people are already used to AI, and there is no need to educate the
- AI已经到处都是:普通百姓已经习惯了AI,也无需教育
免责声明:info@kdj.com
所提供的信息并非交易建议。根据本文提供的信息进行的任何投资,kdj.com不承担任何责任。加密货币具有高波动性,强烈建议您深入研究后,谨慎投资!
如您认为本网站上使用的内容侵犯了您的版权,请立即联系我们(info@kdj.com),我们将及时删除。
-
-
-
-
-
-
- Coldware(冷)超过RWA整合比赛中的Cardano(ADA)
- 2025-06-08 04:50:12
- 加密货币的世界充满了动荡的市场运动和投资者的机会,卡尔达诺(ADA)当然不能免疫这一趋势。
-
-
-