虚拟是最强的AI代理生态系统

本文根据生态系统构建，产品迭代，社区分布和代币价值评估了多个加密AI项目的性能。

Written by: @Defi0xJeff

撰写者： @defi0xjeff

Compiled by: zhouzhou, BlockBeats

编译者：khouzhou，blockbeats

Editor's note: This article evaluates the performance of multiple crypto AI projects in terms of ecosystem construction, product iteration, community distribution, and token value. It believes that Virtuals is the strongest in terms of speed and heat maintenance. Although CreatorBid is slow in execution, it has a clear vision and focuses on the Bittensor smart agent ecosystem, and has long-term potential. The overall AI agent track is still in its early stages, and the focus may shift to infrastructure and real consumer scenarios in the future.

编者注：本文根据生态系统构建，产品迭代，社区分布和代币价值评估了多个加密AI项目的性能。它认为，在速度和热量维持速度方面，虚拟物是最强的。尽管Creatorbid的执行缓慢，但它具有清晰的愿景，并专注于Bittensor Smart Agent生态系统，并且具有长期的潜力。整体AI代理轨道仍处于早期阶段，将来的重点可能会转移到基础架构和真正的消费者场景上。

The following is the original content (for easier reading and understanding, the original content has been reorganized):

以下是原始内容（为了更容易阅读和理解，原始内容已重新组织）：

It’s been about 7 months since the AI Agent boom started. The boom started with the birth of @truth_terminal ➙ @pmarca invested in it винаएँ Someone issued a token for it ➙ It started to promote the token ➙ @virtuals_io launched an agent tokenization platform ➙ AIDOL and conversational agent phase ➙ alpha agent phase, @aixbt_agent rose ➙ framework phase, @elizaOS (formerly ai16z) launched the open AI developer movement ➙ small-scale AI x game attempts (but no one survived) ➙ DeFAI phase (vision is still strong, but execution is weak)

自AI经纪人繁荣开始已经过去了7个月。 The boom started with the birth of @truth_terminal ➙ @pmarca invested in it винаएँ Someone issued a token for it ➙ It started to promote the token ➙ @virtuals_io launched an agent tokenization platform ➙ AIDOL and conversational agent phase ➙ alpha agent phase, @aixbt_agent rose ➙ framework phase, @elizaOS (formerly ai16z) launched the打开AI开发人员运动➙小型AI X游戏尝试（但没有人幸存）➙defai阶段（视觉仍然很强，但执行较弱）

This is roughly a summary of the main stages of the AI Agent track.

这大约是AI代理轨道的主要阶段的摘要。

Evolving from these stages are a handful of solid AI agent teams—which are still active, constantly launching new products and features (although they’re mainly sustained by transaction fee income accumulated in the early days).

从这些阶段演变为少数可靠的AI代理团队 - 仍然活跃，不断推出新产品和功能（尽管它们主要由早期积累的交易费用所维持）。

Most importantly, there are still some ecosystems that remain strong, providing support to developers, helping product ideas get off the ground, and driving AI products and tokens from conception to successful launch.

最重要的是，仍然有一些生态系统保持强大，为开发人员提供支持，帮助产品构想脱颖而出，并将AI产品和代币从受孕到成功发射。

The role of ecosystem leaders

生态系统领导者的作用

These ecosystem leaders provided invaluable support:

这些生态系统领导者提供了宝贵的支持：

In the field of Web3 AI, ecosystem leaders remain the core pillars, because the community is the core component of the crypto world - the community is the key to whether the token can form a network effect (unlike the traditional SaaS model that relies on subscription fees, Web3 projects rely on tokens to incentivize participation, accelerate growth and user adoption).

在Web3 AI领域，生态系统领导者仍然是核心支柱，因为社区是加密世界的核心组成部分 - 社区是代币是否可以形成网络效应的关键（与依赖订阅费用的传统SaaS模型不同，Web3项目依赖于订阅项目，依靠代币依靠代币来激发参与，加快参与和限制）。

Over the past 7 months, we have seen multiple ecosystem leaders rise and fall. But the projects that are still active stand out in the following aspects:

在过去的7个月中，我们已经看到多个生态系统领导者崛起和下降。但是，在以下各个方面仍然有效的项目：

This article will objectively analyze what each ecosystem does well, who is leading, and who is lagging behind.

本文将客观地分析每个生态系统的表现，领导者以及谁落后的人。

We will analyze from the following aspects:

我们将从以下各个方面进行分析：

Without further ado, let’s look at the first aspect:

事不宜迟，让我们看看第一个方面：

Products and Distribution

产品和分销

In Web3, tokens themselves are often considered a product. But in this article, we define "product" as a good or service that meets actual user needs.

在Web3中，令牌本身通常被认为是产品。但是在本文中，我们将“产品”定义为满足实际用户需求的好或服务。

In the Web3 AI space, most products revolve around “financialization,” meaning they are tools and smart services that help people make money—such as Alpha terminals, conversational agents that can express emotions about a project, agents that trade or predict with the goal of outperforming the market, and so on.

在Web3 AI领域中，大多数产品围绕“金融化”，这意味着它们是帮助人们赚钱的工具和智能服务，例如Alpha终端，可以对项目表达情感的对话代理，交易或预测的代理商，以胜过市场的目标，等等。

Whether a product is successful depends largely on “distribution”. Generally speaking, this field is 90% distribution + 10% technical architecture. Few people in the industry care about what model your AI Agent uses. People are more concerned about whether its output is stable and whether the insights and alphas it shares are really useful.

产品是否成功取决于“分布”。一般而言，该领域的分布 + 10％的技术体系结构。行业中很少有人关心您的AI代理使用的模型。人们更关心其输出是否稳定，以及洞察力和alphas它的共享真的很有用。

Virtuals

虚拟的

@virtuals_io has the most diverse products in the ecosystem - including alpha signals, terminals, on/off-chain data, agent workflows for audits and security analysis, bots, investment DAOs, trading agents, prediction agents, sports analytics, music, DeFi, and more.

@virtuals_io在生态系统中拥有最多样化的产品 - 包括α信号，终端，链上/离链数据，审计和安全分析的代理工作流程，机器人，投资DAOS，贸易代理，预测代理，预测代理，体育分析，体育分析，音乐，音乐，DEFI等。

Virtuals is arguably the strongest in storytelling and shaping narratives, and is also the team that is best at listening to community feedback and iterating quickly (they can be called “the strong ones that survived”).

可以说，虚拟的讲故事和塑造叙事中最强，也是最好倾向于倾听社区反馈并迅速迭代的团队（它们可以称为“幸存下来的强者”）。

However, although they provide a wide variety of services, there are actually only a few teams working on products that can provide real value (not just entertainment) to users.

但是，尽管它们提供了各种各样的服务，但实际上只有少数团队从事可以为用户提供真正价值（不仅仅是娱乐）的产品。

Virtuals is the first player to launch a groundbreaking AI Agent launch platform, allowing anyone to publish a conversational agent and bind a token. This mechanism is a double-edged sword - Virtuals can charge fees and gain value from these launches in the early stage, but because anyone can publish, it attracts a large number of short-term speculators and value harvesters, who may repeatedly issue tokens or even run away directly after going online.

Virtuals是第一个启动开创性AI代理发射平台的玩家，允许任何人发布对话代理并绑定令牌。该机制是一把双刃剑 - 虚拟刀可以在早期发射中收取费用并从这些发射中获得价值，但是由于任何人都可以发布，它会吸引大量的短期投机者和价值收获者，他们可能会反复发行代币，甚至在上网后直接逃跑。

Arc

弧

Players like @arcdotfun are taking a completely different path.

像@ArcDotFun这样的球员正在走完全不同的道路。

Instead of building a "launch platform" and encouraging as many projects as possible to go online, they focused on building the AI Agent marketplace Ryzome by working with a small number of high-quality projects and integrating their products and services into their MCP infrastructure.

他们没有建立一个“启动平台”并鼓励尽可能多的项目上网，而是通过与少数高质量的项目合作并将其产品和服务集成到其MCP基础架构中来建立AI Agent MarketPlace Ryzome。

In addition, they will also launch a code-free/node

此外，他们还将启动无代码/节点