Crypto AI热度再起，市场最近在炒什么？

Odaily星球日报Published on 2025-06-03Last updated on 2025-06-03

Abstract

大模型通关宝可梦后，Crypto AI又起了一波热度。

随着越来越多的 AI 模型挑战「通关」宝可梦游戏，前段时间的 Gemini 2.5 Pro 独立通关初代《宝可梦》谷歌的现任 CEO Sundar Pichai 和 DeepMind 负责人 Demis Hassabis 甚至同时发表推文庆祝了这一时刻。加上 Anthropic 的 Claude 和前几日的 OpenAI 独立获得两个宝可梦红的道馆徽章，越来越多的大模型成为了「宝可梦迷」，但让 AI 玩「宝可梦」比让 AI 「下棋」更有时代意义。

Crypto AI热度再起，市场最近在炒什么？

莫拉维克在上个世纪 80 年代提出的莫拉维克悖论曾认为「人类觉得容易的任务对人工智能来说其实更困难，反之亦然」的观点，「要让电脑如成人般下棋相对容易，但让它拥有像一岁孩童般的感知和行动能力，却相当困难、乃至是不可能的」。

而正在「独立」挑战游戏的 AI 似乎逐渐开始拥有自己的感知和行动力，因此 Crypto AI 在交易部分一直被认为无法加入对市场「情绪直觉」的因素可能也会在未来的某个时间点被攻破。而近期火热的 InfoFi 加上 MCP 等概念也让 AI Agent 充满了更多的可能性，现在市场有什么可以炒的 AI Agent 呢？

Axelrod

Axelrod 是 AIxVC 的旗舰 AI 代理，设计为像对冲基金一样管理资本的 AI。它使用 AI 技术适应用户风险偏好，协调其他代理，并在链上进行交易，旨在消除投资中的情感偏差。其能根据个人用户风险偏好动态调整投资策略，与 Gigabrain、Memo 等其他 AI 代理协作优化交易策略。当下已经支持 Base、Solana

Crypto AI热度再起，市场最近在炒什么？

它的代币 $AXR 用于解锁高级功能、降低费用、定制策略、治理和质押奖励。其代币最高市值 1800 万美元，现报价 1600 万美元。

Crypto AI热度再起，市场最近在炒什么？

Arbusai

Arbusai 是一个 AI 驱动的市场情报平台，专注于 Web3 生态系统，为 AI/DeFAI 代理和 dApps 提供实时数据基础设施。它提供工具如 Arbus 终端，用于研究、趋势分析、情感跟踪和项目发现，帮助用户识别投资机会。

它与多个 Web3 项目合作，包括 lunarcrush.com、virtuals.io、thirdweb.com 等。它还与 Chiliz 合作，为 Chiliz 生态系统提供专用数据仪表板。跟许多 InfoFi 项目一样，在与 AI Agent 合作后利用社交信号的知情数据就能让「数据情报」更民主化。

其代币 ARBUS 最高市值突破 1100 万美元，现市值报价 900 万美元。

Crypto AI热度再起，市场最近在炒什么？

Avo

AVO 是一个交易 AI Agent 的市场，包括钱包跟踪、机构跟单、质押、空投猎手等等类型的 AI Agent。当下这个平台上主要出售链上的交易策略。

Crypto AI热度再起，市场最近在炒什么？

使用者可以根据自己能够承受的风险等级，使用 Avo 的保护避免被套利，以及选择是否参与流动性较低或未解锁的高风险代币。

Crypto AI热度再起，市场最近在炒什么？

AVO 在 5 月 30 日 Solana 的创始人 Toly 转发演示视频后一度突破 600 万美元市值，现回调至 200 万美元。

Crypto AI热度再起，市场最近在炒什么？

BasisOS

BasisOS 是一个去中心化协议，构建 AI 管理的跨链基础交易保险库，专注于 Hyperliquid 上的异国资产。它通过基础交易策略优化收益，结合 AI 进行自主市场监控和决策。数据显示，其总锁定价值（TVL）为 457 万美元，年化收益率（APY）为 11.44% ，年化百分比率（APR）为 523.76% ，吸引寻求高回报的 DeFi 投资者。

Crypto AI热度再起，市场最近在炒什么？

当前其官方代币 BIOS 曾在 5 月 16 日跌至 400 万美元，在半个月后币价增长近 5 倍，FDV 回到 3500 万美元，流通市值 1850 万美元。

Crypto AI热度再起，市场最近在炒什么？

Meet 48 

MEET 48 是全球首个专注娱乐领域的 AI-Agent 及 AIUGC 粉丝经济生态社区，被认为是目前全球规模最大的Web3应用项目团队之一，拥有 500 人规模的技术和研发团队，覆盖新加坡，香港，台北，东京、首尔和迪拜的区域运营网络。MEET 48 的目标在于用聚焦于 AIGC（Animation，IDOL、GAME 和 Comics）Z 世代潮流娱乐内容的 AI UGC 内容生态及图形化、智能化的元宇宙社交基座，实现Web3技术的社会化大规模应用 Mass Adoption。

Crypto AI热度再起，市场最近在炒什么？

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