数读 AI 市场：TAO 市值在 7 月底回升至约 25 亿美元，投资者对 AI 代币的兴趣依然强劲

深潮Published on 2024-08-12Last updated on 2024-08-12

区块链技术与人工智能的自然交集带来了源源不断的创新。

作者：OurNetwork

编译：深潮TechFlow

加密与人工智能（Crypto x AI）领域是我们行业中的一个新兴领域，对更广泛的科技行业产生了深远的影响。尽管这是一个尚不明确的类别，我们刚开始对此进行更深入的探讨，但过去18个月中，已经涌现出一些令人兴奋的项目，这些项目以多种方式利用人工智能，覆盖了基础设施、消费和去中心化金融（DeFi）等领域。

无论是通过去中心化计算来创建一个将机器学习转化为可交易产品的点对点市场，还是利用人工智能构建第一个去中心化的自我管理艺术家，区块链技术与人工智能的自然交集带来了源源不断的创新。

那么，让我们来探索一些这些新兴项目吧！

  1. Bittensor

Jack Forlines & Bhavin Vaid | Website | Dashboard

TAO 的市值从历史高点下跌了 10 亿美元

  • Bittensor 协议建立了一个交易市场，通过去中心化的过程将机器学习智能转化为可交易商品，并为资产创建了一个点对点市场。尽管市场波动，趋势并未表明该项目的人工智能热潮明显降温——Bittensor 的代币 TAO 的市值从 5 月份约 35 亿美元的峰值下降到 7 月份约 15 亿美元的低点。然而，尽管最近加密市场整体回调，TAO 的市值在 7 月底回升至约 25 亿美元。这种过山车式的模式表明，尽管回调频繁，但投资者对与人工智能相关的代币的兴趣依然强劲。

CoinGecko

  • 对 Bittensor 32 个子网络之一的分析显示，主要收入来源是持有大量股份的验证者。此外，最高收入者在超过 3.5 亿美元的股份下，每天的收入不到 8,000 美元。这引发了关于网络去中心化及其促进开放人工智能市场能力的问题。

Taostats.io

  • Bittensor 的经济模型对大多数矿工似乎不太有利。在文本提示子网络中，平均矿工每天的收入约为 50 美元，与其排名无关。排名前 30 的矿工每天的收入几乎都没有超过 58 美元。收入没有显著差异表明，模型表现并未得到适当奖励。

Taostats.io

  • 交易级别信息：Bittensor 没有将任何代币分配给风险投资公司（VC）。他们表示，如果风险投资公司想在 Bittensor 上建立持仓，必须在市场上购买代币或学习如何挖矿/验证。这与大多数与人工智能相关的加密项目形成鲜明对比。65% 的 TAO 仍未发行；如果 Bittensor 能够实现其去中心化目标，该协议可能为投资提供更具吸引力的案例，相较于其竞争对手。

  1. Covalent

Anthony Loya | Website |Dashboard

Covalent 已解锁 8.4812 亿 CXT 代币，价值约 567 万美元

  • Covalent 是一个去中心化金融（DeFi）协议，提供跨多个区块链的统一 API 以访问链上数据。它提供了一系列产品，包括可定制的数据解决方案和由以太坊时光机驱动的可验证人工智能基础设施。该平台已将其原生代币从 CQT 转换为 CXT，用于质押和治理。他们的质押仪表盘允许用户管理质押、监控网络健康并获得奖励。

Dune Analytics - @covalent

  • Covalent 的代币解锁计划揭示了利益相关者应注意的重要进展。在 8 月 22 日，将解锁 960 万个代币，为市值贡献约 64,730 美元。9 月和 10 月的后续解锁将分别为 2,178 万和 960 万个待释放的代币。

cryptorank.io

  • 在过去一周中，CXT 的价格大幅下降，24 小时内下降了 24.2%，过去七天下降了 42.6%。这种急剧下降可能是由于广泛的市场动态所致。

Dune - @covalent

  • 交易级别信息：最近在 Covalent X 代币（CXT）质押社区中，少数关键用户的质押数量显著，表明对该代币未来的强烈信心。特别是在 2024 年 8 月 7 日，记录了一笔重大交易，一位用户质押了价值 91,350.65 美元的 CXT。这一大额质押不仅突显了用户对质押 CXT 潜在回报的信心，也反映出整体的积极情绪。

  1. Botto

miguel rubio | Website | Dashboard

Botto 将 23% 的销售收入分配给艺术 AI 贡献者

  • Botto 是一个去中心化的艺术 AI 实验，将每周 1/1 艺术销售的收益分配给训练其品味模型的用户。Botto 的 1/1 销售截至 2024 年达到了 100 ETH 的峰值，现在平均为 6 ETH，此外还通过二级销售、策划的收藏品和合作项目获得额外收入。Botto 在其收入分配模型中表现出色，DAO 实施了 50% 的收入分享，为社区创造了超过 300 ETH，这占总收入的 23%——这是人机协作的蓝图。

Dune - @carbano

  • 收入分配与训练努力相关——投票点使用，VP 与质押的 $BOTTO 成比例（直接或作为 Uni-V2 股份）。因此，27% 的 $BOTTO 供应量被锁定，6% 被销毁（通过旧的 BB&B 系统），5.7% 作为流动性提供者（LP）股份被冻结。加上协议拥有的持有量，流通供应量减少了 50%。

Etherscan Etherscan

Dune - @carbono

  • 交易级别信息：Botto 是一个去中心化治理人工智能的实验，通过一种经济设计将价值分配给提供输入的人。用户通过投票来获得训练人工智能的奖励。为了获得投票点，他们需要购买并质押 BOTTO，或将 BOTTO-ETH 添加到 Uniswap 并质押 LP 股份。为了获取奖励，他们必须主动领取。这需要支付大量的 ETH 费用。Botto 努力追求主流文化相关性，无论是链上还是链下。一个 L2 生态系统可能会开启一个全新的篇章。

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