Bankless:AI 代理——加密的下一个大催化剂

MarsBitPublished on 2024-02-18Last updated on 2024-02-18

Abstract

随着 AI 代理在去中心化金融(DeFi)领域的崛起,本文探讨了它们在加密货币生态系统中日益增长的作用。从 MEV 套利机器人到预测市场中的 AI 参与者,我们深入了解了这些代理在七个关键领域的革新作用,并讨论了推动这一变革的基础技术协议,预示着 AI 代理将成为加密经济的重要催化剂。

AI 代理经济已然降临,以下是七个正在被它们逐步主宰的领域。
在去中心化金融(DeFi)领域,AI 代理(或你可能称之为机器人)的活跃度正在逐渐增加。
目前的趋势已经演变到,许多人开始相信,在未来几年内,AI 代理有望成为加密货币用户群体的核心。记得我们经常提到的那个目标,吸引十亿新用户吗?随着 AI 协议的涌现,这十亿用户很可能实际上是 AI 代理。
本文将探讨 AI 代理在 DeFi 领域日益增长的影响力,深入了解它们在生态系统中所扮演的多样化角色,并指出可能加速其发展的关键协议。
让我们一探究竟!
AI 代理正成为 DeFi 领域的未来主导力量
Vitalik 最近的一篇关于加密货币和 AI 的博文激发了对 AI 领域的广泛兴趣。然而,如果你仔细跟踪技术动态,你可能已经注意到了 Vitalik 提到的一个具体应用场景:AI 在游戏中的角色。
AI 在 DeFi 的“游戏”中扮演了不可或缺的角色。下面列举了它们最引人注目的七个应用场景:
1.MEV 套利机器人
这些机器人专注于利用区块链内的交易顺序产生的套利机会。例如,Jaredfromsubway.eth 是一个 MEV 机器人,它已成为以太坊上交易量最大的实体之一,其活动量可与币安等大型交易所相媲美。
MEV 机器人是链上最活跃的参与者之一,从秒杀 NFT 发行到交易新兴代币,你所能见到的生态系统的每一个角落,都有用户与这些 MEV 机器人直接竞争。
一个真实的例子是,当我的一位朋友向他的 friend.tech 钱包充值了 5 ETH 后,机器人在几秒钟内便检测到了这笔存款,并开始针对他的账户进行潜在的盈利交易,导致账户价值先是急剧上升,随后又迅速下降(因为机器人很快发现没有利润可图)。这一系列动作的速度之快,是普通用户所无法比拟的。

机器人


据估计,MEV 机器人仅从 Friend.tech 上的密钥抢夺中就赚取了 200 万美元。
2.Telegram 机器人
这些交易机器人能执行一系列与加密资产交易相关的操作,为用户提供了在 Telegram 上轻松交易任何代币(包括你最爱的迷因币)的便利。例如,像 Unibot 和 Banana Gun 这样的 TG 机器人正创造着惊人的交易量。
3.做市商机器人
这些机器人向链上市场提供流动性,通过下达买卖订单或成为流动性池中的提供者来实现此目的。它们运用算法确定订单的最优价格点,目标是从买卖差价中获利,同时维持市场的高效运作。例如,像 Uniswap 上的做市商机器人和“意向桥接”。
4.游戏中的机器人
机器人在传统游戏中作为非玩家角色(NPC)和对手(如 FIFA)相当常见。然而,在区块链游戏中,机器人才开始崭露头角。一个引人注目的例子是 Parallel 的 Colony,这是一个游戏,在其中由 AI 驱动的 Avatar 拥有自己的钱包,并与其他 Avatar 进行互动。
5.社交应用中的机器人
Frenrug 是一个利用 Ritualnet 构建的链上 AI 代理,它能够与应用中的用户进行交流,并根据与它们的互动购买或出售用户的密钥。它的行为类似于游戏中的 NPC,但并不仅仅是无目的地移动。这些机器人通过增加执行链上交易的能力,使得应用内的体验更加互动。
6.预测分析机器人
这些 AI 机器人利用历史数据和市场信号来预测市场趋势和价格变动。有时,它们还会与交易机器人结合使用,根据其分析进行买卖操作。例如,Numerai 和 Bittensor 上的 Subnet 8(预测子网)。
7.预测市场中的 AI 代理
Vitalik 在他的博客中提到的 Omen,是一个预测市场平台,不同的 AI 代理(市场创建代理、AI 机械和交易代理)在其中合作。它们在政治、体育、资产价格等事件的市场中创建、分析和交易,与 Polymarket 类似,但参与者为 AI。
在探讨了生态系统中不同类型的 AI 代理之后,现在让我们看看一些为 AI 代理革命奠定基础的关键协议:
⚪️ Bittensor
网站|推特
Bittensor 创建了一个动态开放的市场,联合了多种机器学习模型,形成了一个互联的机器智能神经网络。这个机器学习模型网络可以通过构建子网被网络中的其他参与者所利用。这些子网是为不同用例提供 AI 支持的专门协议。
目前,Bittensor 生态系统拥有 32 个子网,每个子网都可以看作是 AI 代理的活跃市场,这些代理在 Bittensor 生态系统中被称为子网矿工,它们参与并解决持续的基于激励的竞赛中的问题。例如,在“预测子网”Subnet 8 中,子网矿工竞争预测金融市场如比特币的未来价格变动。

机器人


⚫️ Autonolas
网站|推特
Autonolas 堆栈使得开发加密原生的自治服务成为可能,这些服务可以持续运行并自主执行操作。这些代理服务作为多代理系统(MAS)运行,其中多个 AI 代理合作执行复杂的任务。
例如,可以在 Autonolas 上构建一个预测市场的 AI 代理,称为“预测代理”。这个代理可以通过定制的数据分析策略进行编程,辅助决策过程,并积极参与预测市场。

机器人


在 Autonolas 上构建的 AI 代理已经在 DeFi 中取得了进展。最近的博客强调,在 Gnosis 链上所有 Safe 交易中有超过 9% 可归功于在 Olas 网络上运行的自治服务。到了 2024 年,情况更加令人印象深刻——在许多日子里,AI 代理在 Gnosis Chain 上的 Safe 交易中的参与率超过了 75%。AI 代理在 Gnosis Chain 上的高参与率是许多人尚未察觉的一个令人惊讶的细节。它们在该链上的一个流行用途是作为 Safe 多签交易的自动签名者。
🔵 DAIN(去中心化自主基础设施网络)
网站|推特
DAIN 是一个全球性的 AI 代理网络,旨在促进交易、互动和合作。这是通过 DAIN 的 API 实现的,该 API 提供了一个标准化的框架,用于 AI 代理之间的通信和协作,以执行复杂的操作。
尽管 DAIN 的网站目前仍在开发中,但 AI 代理已经开始在其堆栈上建立。以 Asset Shield 为例,这是一个由 DAIN 驱动的项目,它部署 AI 代理作为多签设置上的自动签名者,从而增强了安全性。
这是它的工作机制:AI 代理成为 Squads 上的多签成员之一,并根据预设的规则程序化地批准或拒绝交易。例如,AI 代理可能会自动阻止任何超过特定金额的交易,或者标记那些看似可疑的交易。用户可以设定什么被视为可疑的标准,这可能与 Rabby 钱包用于提醒用户注意可疑交易的逻辑相似——例如,当用户与一个新网站交易时,系统会提示用户在确认前再三考虑。
结语
AI 代理经济已经到来。AI 对加密货币领域的影响不再是一个遥远的可能性,它正在成为现实。
随着 AI 基础协议的不断成熟,开发复杂的 AI 代理以及它们在各种场景中的应用将变得更加容易。所有迹象都显示,AI 代理将成为这个牛市的独特催化剂。
一旦 AI 代理成为加密货币领域的未来主导力量,我们可以预期它们之间的互动、交易和合作将呈指数级增长。这种增长将需要大量的计算能力和存储容量。为了满足这些需求,行业可能会转向去中心化物理基础设施网络(dePIN)项目。诸如 Akash、Filecoin、GenesysGo、io.net、Render 和 Grass 等项目处于 AI 与计算、存储和带宽等资源的交汇点,可能在满足 AI 代理不断增长的需求中发挥关键作用。

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