AI叙事2.0:探索Web3时代AI Agent的无限可能

Odaily星球日报Published on 2024-03-29Last updated on 2024-03-29

Abstract

AI Agent 已成为竞争激烈的焦点领域,Web3领域里也有越来越多的 AI Agent 应用落地。

前沿:

AI 领域的迅猛发展已经远远超出了我们的预期,AI 视频生成的“ChatGPT 时刻”比想象中提前了 6 个月。春节放假期间 OpenAI 为我们送上了龙年大礼,推出全新的生成式人工智能模型“Sora”。无论是在Web2还是Web3领域,AI 领域的火热程度似乎已经无需多言,这一热度可从股价和加密货币价格的表现中得以窥见。创新巨头英伟达公司股价于 2024 年 2 月 23 日突破了 800 美元大关,市值从 1 万亿美元暴涨至 2 万亿美元,成为Web2历史上增长速度最快的企业之一。在Web3的领域,AI 板块同样表现优异,自 2024 开年以来,区块链中增长最为迅猛的领域之一正是人工智能,整体市值增长达将近 700% 。每一次 AI 领域的重大事件都必将引领相关代币产生一波又一波的快速增长,为投资者带来丰厚的回报。这一连串的发展无疑将进一步推动人工智能技术的创新与应用,为整个行业带来更大的活力和机遇。

超越大模型的新焦点:AI Agent

在过去一年里,人工智能行业的风向标不断发生变化,最开始备受关注的是如雨后春笋般涌现的大语言模型及 AIGC 应用,接着又出现很多基于大语言模型打造的 AI 辅助应用(如微软 Copilot)。去年 11 月, OpenAI 发布 AI Agent 初级形态产品 GPTs,让人看到 AI agent 的应用前景。OpenAI 对于 AI Agent 的定义是以大语言模型(LLM)为大脑驱动具有自主理解、感知、规划、记忆和使用工具的能力能自动化执行复杂任务的系统。比尔·盖茨认为 AI Agent 代表着人工智能的未来,并预测不久的将来,每个人都将拥有自己的专属 AI agent。如今,AI Agent 已成为竞争激烈的焦点领域,web3领域里也有越来越多的 AI Agent 应用落地。

1、Fetch.ai

Fetch.ai 是一个自主学习的区块链网络,该平台主要促进离线 AI 代理商之间的经济活动。Fetch.ai 由 AI Agents、Agentverse、AI Engine 和 Fetch network 四部分组成。用户可以在 Agentverse 上利用平台提供的 AI 代理用例创建、开发、部署自己的 AI 代理,还可将自己的 AI 代理发布在平台中推广给其他的用户。DeltaV 是 Fetch.ai 中基于人工智能的聊天界面,用户通过该聊天界面输入请求,AI Engine 则读取用户输入,将其转换为可操作的任务,并在 Agentverse 中选择最合适的 AI Agent 来执行任务。目前德国博世公司与 Fetch.ai 也在合作研究将 AI Agent 技术与移动出行、智能家居相结合,共同打开 Web3 时代物联网经济的大门。

2、QnA3.AI

QnA3.AI 将加密行业 AI 问答机器人、技术分析机器人以及资产交易能力引入了Web3世界,通过QnA3 Bot 将用户在交易加密资产时的信息收集、信息分析以及执行实际交易行为通过“问答”、“技术分析”和“实时交易”的产品功能实现,最大程度地避免用户在交易决策时受到主观情绪的干扰。

3、ChainGPT

ChainGPT:ChainGPT 依靠人工智能开发了一系列 crypto 工具,如 chatbot、NFT 生成器、新闻集合、智能合约生成与审计、交易助手、Prompt 市场和 AI 跨链交换。但 ChainGPT 目前的发力方向在于项目孵化和 Launchpad,目前已完成 24 个项目的 IDO 和 4 个 Free Giveaways。

4、Mysell

MyShell 是一个公平和开源的 AI 生态系统,涵盖了大量开源闭源 AI 模型的 AI agent/APP 创作平台,创作者在此可以构建应用程序并轻松捕获用户。平台之于用户/创作者的感知就是一个支持私人 AI 订制的平台——创作者负责提供 AI 相关应用来获得激励,用户则能够通过使用这些应用获得激励。目前 MyShell 上的主流应用便是各类 AI 机器人,例如有聊天机器人、内容创作机器人等。

5、MetaSecond.AI

MetaSecond.AI 是一家以人工智能驱动的多元宇宙平台,专注于整合和训练不同行业的 AI Agent 等工具,让个人、企业和开发者能够轻松创建定制化 AI 工具,无需编码,类似于 GPTs。MetaSecond 生态系统的使命是通过专注于研发高效准确的 AI 工具来解决这一挑战,他们的项目跨越 64 个领域,针对特定实际场景问题展开工作,以跨领域专业知识的结合为基础,旨在提升 AI 工具的性能和精确度,确保用户获得可靠且准确的输出结果,以满足人类多元化需求。同时通过"Data Tokenization"和"AI to Earn"等概念,MetaSecond.AI 正在构建动态生态系统,激励人工智能不断进步。他们的生态系统将建立可持续的互惠环境,推动加密货币和人工智能生态系统的发展。MetaSecond.AI 目前正在开发 Cryptocurrency Predictions AI Bot,同时正在进行$MTSD 的白单和空投活动。

结论:

随着 AI 领域的不断发展,人们对Web3和 AI 的结合以及多 AI Agent 协作的重要性和潜力日益关注。多个 AI Agent 相互协作,如同人类分工合作一般,各司其职、互相启发和监督,通过新的标准操作程序(SOP)共同创造出比单独调用语言模型更优的效果。这种集体智慧的体现,为 AI 技术的进一步创新和发展打开了新的可能性和契机。随着Web3和 AI 的结合,未来可能迎来更多新机遇和趋势。尽管市场受多种因素影响,但众多专家和投资者均认为,Web3和 AI 领域具备巨大潜力,展示出长期增长和发展的前景。如果这两个领域能够持续取得进展并得到市场认可,将进一步激发投资者对其的兴趣,为未来可能的牛市注入新的活力和动力。最后,投资始终伴随着风险,任何投资决策都应建立在充分的研究和了解基础上,结合个人的投资目标和风险承受能力。让我们共同期待着Web3领域中 AI Agent 的发展带来的无限可能性,助力构建更加智能和繁荣的未来.

Trending Cryptos

Related Reads

Will the STRC Issue Price Determined by ChatGPT Lead to a Death Spiral?

A "death spiral" concerns surround the "STRC" preferred shares from MicroStrategy, a financial instrument designed by CEO Michael Saylor with significant AI consultation to trade near a $100 face value. Since its July 2025 launch alongside a ~40% Bitcoin (BTC) decline, STRC has traded at a discount, hitting a low of $82.53 and pushing its effective dividend yield above 12.9%. The debate centers on whether STRC's structure—which relies on MicroStrategy issuing more shares to fund Bitcoin purchases and dividends—is sustainable or a "centralized Ponzi scheme," as economist Peter Schiff claims. Skepticism grew after Saylor revealed the product's design involved extensive AI dialogue to create a legally viable, monthly-dividend, price-stable preferred share—a novel concept. MicroStrategy's recent sale of 32 BTC to cover dividends, coupled with a sharp slowdown in its weekly Bitcoin buys (from billions to ~$100 million in June), has intensified fears. The "at-the-market" equity issuance, a key funding mechanism, is paused while STRC trades below par. This raises the "death spiral" risk: a lower STRC price triggers automatic dividend rate hikes, increasing cash obligations and potentially forcing more share sales or Bitcoin divestments. Bullish analysts like Jesse Myers argue the sell-off stems from leveraged positions unwinding, not fundamental failure, noting the company can cover dividends for decades if BTC appreciates modestly. The shift to semi-monthly dividends and the high yield at discounted prices may attract new buyers. Major AI models (ChatGPT, Grok, Claude) suggest a return to $100 is possible but conditional on restored market confidence, sustainable dividend coverage without asset sales, and a Bitcoin price recovery. The critical test arrives as new dividend rules take effect June 30, likely raising rates again with STRC below $95. The central question remains: Can MicroStrategy fulfill its obligations without selling Bitcoin, or will the mechanism accelerate its own decline?

marsbit8m ago

Will the STRC Issue Price Determined by ChatGPT Lead to a Death Spiral?

marsbit8m ago

Why Did NVIDIA's Bond Issue Go Unnoticed While SpaceX's Caused a Plunge?

The article analyzes the contrasting market reactions to recent bond issuances by SpaceX and NVIDIA. While NVIDIA's $25 billion bond offering was met with strong demand and seen as securing long-term capital for its already profitable AI business, SpaceX's move to raise at least $20 billion in bonds (primarily to refinance bridge loans) triggered a sell-off in its stock (SPCX). The key difference lies in the stage of cash flow validation for their respective core narratives. For NVIDIA, the AI boom is generating substantial, visible revenue and profits, making debt a tool to amplify a proven growth curve. For SpaceX, despite a strong cash position post-IPO and a revenue-generating business in Starlink, its valuation is heavily tied to future, capital-intensive projects like Starship, global satellite networks, and potential AI infrastructure. The bond issuance acted as a trigger, shifting market focus from SpaceX's long-term vision to the pressing question of whether Starlink's profits can fund these ambitious, unproven ventures before they generate their own returns. Thus, the market penalizes not the act of borrowing itself, but the perceived gap between high capital expenditure and the speed of cash flow realization. SpaceX's valuation recovery hinges on demonstrating that Starlink's profitability can outpace the burn rate of its futuristic projects or that those projects (like Starship achieving reliable, low-cost reusability) can soon transition from costly visions to commercial realities.

marsbit13m ago

Why Did NVIDIA's Bond Issue Go Unnoticed While SpaceX's Caused a Plunge?

marsbit13m ago

Will the STRC Issue Price Determined by ChatGPT Really Fall into a Death Spiral?

"Strategy's" (STRC) preferred share, a financial instrument designed by CEO Michael Saylor in consultation with AI to trade steadily at $100, faces mounting pressure. Since its July 2025 launch alongside a ~40% Bitcoin price drop, STRC has traded at a steep discount, hitting a low of $82.53. This discount pushes its effective dividend yield above 12.9%. The core debate revolves around whether STRC's structure is sustainable or a "centralized Ponzi scheme," as economist Peter Schiff claims. The mechanism relies on issuing new shares ("at-the-market" offerings) to fund Bitcoin purchases and dividend payments. However, the deep discount has paused these ATM offerings, slowing Bitcoin accumulation and forcing a minor sale of 32 BTC to cover obligations. Proponents, like The Smarter Web Company's Jesse Myers, argue the sell-off is a leveraged unwinding, not a fundamental failure. They note Strategy has ample resources to cover dividends for years if Bitcoin appreciates modestly. The deep discount also makes STRC attractive for yield-seeking buyers, as dividends are calculated on the $100 face value. The key test is whether Strategy can maintain dividends without sustained Bitcoin sales. A critical watchpoint is June 30th, when STRC switches to semi-monthly dividends. An automatic rule will likely raise the dividend rate further because the price remains below $95$, potentially creating a "death spiral": lower prices trigger higher yields, increasing the cash burden and forcing more dilution or asset sales. The question of whether this AI-designed "flywheel" is a stable instrument or a flawed accelerator will be answered by its price action and Strategy's funding choices in the coming months.

链捕手14m ago

Will the STRC Issue Price Determined by ChatGPT Really Fall into a Death Spiral?

链捕手14m ago

Ethereum's Next Stop Glamsterdam: The Core Upgrades You Must Know

The Glamsterdam upgrade, scheduled for late 2026, is a major Ethereum hard fork combining the Amsterdam execution layer and Glasgow consensus layer updates. Its primary goal is not simply increasing throughput but restructuring Ethereum's block production, validation, and resource pricing to enable future scaling. Key technical changes include **EIP-7732 (ePBS)**, which formally enshrines proposer-builder separation into the protocol. This decouples consensus and execution tasks, extending the execution payload propagation window to ~9 seconds. This provides more time for node verification, allowing for safer increases in block capacity (Gas limit) in the future. Another core component is **EIP-7928 (Block-Level Access Lists - BAL)**. It mandates a list of all state accessed within a block, moving this feature from an optional transaction-level (EIP-2930) to a mandatory block-level requirement. This explicit access list enables client optimizations like parallel disk reads and state root computations, paving the way for parallel execution. To manage long-term state growth, **EIP-8037** increases the cost of creating new state (e.g., accounts, storage slots), separating the pricing of permanent database bloat from temporary computation. This allows execution capacity to scale more aggressively without causing state size to explode proportionally. The planned upgrade bundle includes around 10 EIPs categorized into: 1) Core protocol restructuring (ePBS, BAL), 2) Resource pricing adjustments (state costs, calldata costs), and 3) EVM/developer improvements. Several other EIPs, including those potentially improving staker exit liquidity (EIP-8061, EIP-8080), are under consideration. The technical development coincides with significant personnel changes within the Ethereum Foundation's Protocol team. The Foundation's official communications frame this as part of a broader shift towards a "coalition of organizations" working on the Ethereum roadmap, citing new entities like ethlabs and the Ethereum Economic Zone. In summary, Glamsterdam represents a foundational re-engineering of Ethereum's block pipeline and economic model—focusing on ePBS, BAL, and multi-dimensional resource pricing—to prepare the network for sustainable, high-throughput scaling in the years ahead.

Foresight News26m ago

Ethereum's Next Stop Glamsterdam: The Core Upgrades You Must Know

Foresight News26m ago

The Ethereum Foundation Has Split?! An In-depth Look at Ethlabs' "Bright Future"

"Ethereum Foundation Splits? Understanding Ethlabs and Its 'Bright Future'" Former Ethereum Foundation members Ansgar Dietrichs, Barnabé Monnot, Caspar Schwarz-Schilling, Josh Rudolf, and Julian Ma have announced the launch of Ethlabs, an independent non-profit research and development lab. Announced on June 22nd, the initiative comes amidst discussions about the need for new organizational structures within the Ethereum ecosystem, a point highlighted by Bankless founder David Hoffman. Ethlabs' mission is to establish Ethereum as the foundational settlement layer for the global economy. The organization positions itself as a bridge connecting frontline developers, applications, and user needs with the core protocol. It aims to translate real-world demands into protocol improvements, industry standards, and deployable products. The founding team brings significant expertise: Dietrichs and Monnot are highly cited researchers in areas like Proposer-Builder Separation (PBS) and MEV, while Schwarz-Schilling, Rudolf, and Ma contribute backgrounds in economic modeling, consensus research, and applied cryptography. Initial supporters include BitMine, a major corporate ETH treasury; Sharplink, another treasury firm; and Consensys founder Joe Lubin in a personal capacity. Community backers include figures like Uniswap's Hayden Adams and Base's Jesse Pollak. The timing coincides with internal Ethereum Foundation discussions about "spinout" projects. While Ethlabs and the Foundation share research interests like MEV mitigation, Ethlabs frames its role not as a competitor but as part of a shift from a "single-core coordination model" to a "multi-R&D entity collaboration model." It views Ethereum as a public project belonging to all builders, with Ethlabs as one node in a broader governance network. Ultimately, Ethlabs represents an organizational evolution within the maturing Ethereum ecosystem. The key question is whether multiple research bodies can collaborate effectively to advance Ethereum as a competitive global settlement infrastructure.

Odaily星球日报29m ago

The Ethereum Foundation Has Split?! An In-depth Look at Ethlabs' "Bright Future"

Odaily星球日报29m ago

Trading

Spot
Futures

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of AI (AI) are presented below.

活动图片