DeepSeek：可能动摇加密行业的AI模型

在周一的亚洲早上交易时间里，人工智能（AI）令牌为红色，AI类别的同事下跌了9％

Cryptocurrency prices remained largely lower during the morning trade in Asia on Monday, with AI tokens registering bigger losses than the broader crypto index.

周一在亚洲的早晨交易中，加密货币的价格在很大程度上较低，而AI令牌的损失却大于更广泛的加密指数。

The AI category on CoinGecko was down 9% at the last check, while the CoinDesk 20 index, which measures the price performance of the top 20 cryptocurrencies, was trading 5% lower.

上次检查中，Coingecko上的AI类别下跌了9％，而Coindesk 20指数（衡量了前20个加密货币的价格绩效）降低了5％。

Crypto investors, like their traditional finance counterparts, are likely digesting the impact that DeepSeek, a new AI model, will have on the industry.

加密投资者（与传统的财务同行）一样，可能正在消化新型AI模型DeepSeek对行业的影响。

Data from DeepSeek posted on Hugging Face, a forum of the AI industry, shows that its model outperforms OpenAI’s – all while being built on a budget of $6 million and a fraction of the Graphics Processing Units (GPUs) that OpenAI uses, which recently closed a $6.6 billion round with a valuation of over $157 billion.

来自DeepSeek的数据发布在AI行业的一个论坛上，这表明其模型的表现要优于OpenAI的，同时又以600万美元的预算和OpenAI使用的图形处理单元（GPU）的一小部分来建立，而OpenAI使用了最近关闭的图形处理单元（GPU） 66亿美元的回合，估值超过1570亿美元。

Perhaps most concerning to the perpetual GPU bulls is that DeepSeek is so efficient that a version of it can be run on your phone.

也许最关心永久性GPU公牛的是，DeepSeek是如此有效，以至于可以在手机上运行它的版本。

Wow DeepSeek R1 version 1.5B runs perfectly locally on my phone ?

WOW DeepSeek R1版本1.5B在我的手机上在本地完美运行?

So you can have a model that outperforms GPT-4o and Claude 3.5 Sonnet on math in your pocket.

因此，您可以拥有一个模型，可以在口袋里的数学上优于GPT-4O和Claude 3.5十四行诗。

Mind-blowing pic.twitter.com/0J3uLXI6ZR

心灵吹捧的pic.twitter.com/0j3ulxi6zr

Naturally, some of the worst-performing AI tokens are the ones with the most exposure to GPUs.

自然，某些表现最差的AI令牌是最多的GPU。

Small-cap Nodes.AI, which facilitates access to GPUs, was down nearly 20%, according to CoinGecko data, although Aethir, which does the same (albeit at a much higher market cap) was only down 6%, just slightly more than the CoinDesk 20 benchmark.

根据Coingecko数据的数据，促进GPU的促进GPU的小型cap Nodes.ai下跌了近20％ Coindesk 20基准。

Lessons from crypto gaming While DeepSeek will make for a stressful week at OpenAI, Nvidia, and other tech giants that have pivoted to AI, it’s also a more pressing lesson for crypto projects – one that might be familiar to those who followed crypto’s foray into gaming years ago.

加密游戏的经验教训虽然DeepSeek将在Openai，Nvidia和其他与AI旋转的科技巨头一起度过一个压力的一周，这对于加密项目来说也是一个更加紧迫的课程 - 那些跟随Crypto涉足游戏的人可能会熟悉的一堂课几年前。

Despite the pools of capital available to crypto AI projects, they just haven’t been able to make something as revolutionary or interesting as what DeepSeek did.

尽管Crypto AI项目可用的资本池，但他们只是无法像DeepSeek那样做一些革命性或有趣的东西。

Data from CoinGecko pegs the value of the crypto gaming sector (GameFi) at $19 billion. If the largest entries on this list, like Sandbox, GALA, or Decentraland, were entries on the top-30 largest gaming companies by market cap, they would hold respectable positions alongside household names responsible for recognizable franchises.

Coingecko的数据将加密游戏领域（GameFI）的价值定为190亿美元。如果此列表中最大的条目，例如沙箱，晚会或去世地，是前30名最大的游戏公司的参赛作品，那么他们将与负责可识别的特许经营权的家喻户晓的名字同时担任可观的职位。

But despite these advantages, projects just haven’t had the same success as their traditional counterparts.

但是，尽管有这些优势，但项目并没有与传统同行取得相同的成功。

Last year, blockchain gaming received the lowest investment since 2020, according to data source DappRadar. Just $1.8 billion was invested in blockchain gaming and metaverse projects, representing a 38% slide from 2023.

根据数据源Dappradar的数据，去年，区块链游戏获得了自2020年以来最低的投资。只有18亿美元投资于区块链游戏和元项目，这是2023年的38％滑梯。

And while the daily unique active wallets in blockchain gaming surged 421% last year, the sector’s dominance within the industry fluctuated between 26-29%, with DeFi taking the lead. Still, the tally is lower than games on Steam.

尽管区块链游戏中每日独特的主动钱包去年飙升了421％，但该行业在该行业中的主导地位波动在26-29％之间，而Defi领先。尽管如此，计数仍低于Steam上的游戏。

Besides, some older and less popular games on Steam, from companies with market caps a fraction of GameFi giants, have a larger following. Over the years, many crypto games have struggled to build a sustainable user base.

此外，一些较旧且不太受欢迎的游戏来自具有市场上限的公司，而Gamefi巨头的一小部分则具有更大的追随者。多年来，许多加密游戏一直在努力建立可持续的用户群。

So, for now, one might say that crypto faces challenges in catering to use cases beyond finance.

因此，就目前而言，人们可能会说，加密货币面临着迎合财务以外的用例的挑战。