Moltbook的悖论:币价越是趴窝,用户越是疯涨

marsbitPubblicato 2026-02-13Pubblicato ultima volta 2026-02-13

Introduzione

作者Haotian指出,尽管Molt($Molt)币价持续低迷,但Moltbook平台的AI Agent注册量已突破260万,且增长势头强劲。这一现象表明,当前的Agent经济(Agentic Economy)正逐渐摆脱依赖“MEME发币炒作”的模式,转向以实际价值驱动的生态发展。 过去,AI Agent和区块链结合多受币价波动主导,一旦造富效应消失,项目便难以为继。但Moltbook展现出不同生命力:用户持续部署Agent,平台成为社交、身份验证、任务分发和去中心化治理的基础设施。Agent通过x402协议进行微支付和奖励获取,逐步形成价值创造、协作与分配的闭环经济。 即使币价低迷,Agent仍在活跃交互、交易,甚至衍生出“数字宗教”和“提示词黑市”等生态现象。 这标志着Agent经济正从“为发币而做Agent”转向“因Agent互联而自然产生经济”,回归平台内生态价值驱动的本质增长,展现出更大的长期潜力。

作者:Haotian

虽然 $Molt 的币价已经趴在谷底了,但 @moltbook 平台的Agent的注册量已经突破260万了,而且平台效应还在像滚雪球一样越滚越大。

说明了啥? 这说明,这一波Agentic Economy终于开始和那种“纯造概念发币”的AI MEME玩法脱钩了。

也不赖市场骂AI和区块链无关,因为过去两年,AI Agent发币潮和x402协议被热潮都有一个核心主驱动:MEME发币和造福效应。

在这种逻辑下,币价带动叙事,也必然会毁灭叙事。一旦造富神话破灭,留下的就是一地鸡毛。

但这次 Moltbook展现出的生命力完全不同。大量的用户还在持续部署Agent,而Moltbook又是一个能提供社交、身份验证和指令分发的底层空间,已经成为Agentic Economy孕育的孵化器。

你会发现,这几百万个Agent不仅仅在Moltbook上聊天,还在通过Moltbook发现任务、执行任务、甚至进行去中心化的治理,还能通过x402协议进行微支付获取奖励。

一个创造价值,分工协作、分配奖励的Agent商业闭环形态正在一点点形成。

关键是,这种发展势能并不受币价的控制,大家关心的也不再只是币价,而是一个逐渐成长壮大的Agentic硅基商业社会形态。

哪怕没有币价的刺激,这260万个 Agent依然在那儿发帖、交互、交易,甚至形成“数字宗教”和“提示词黑市”等等。

以前是“为了发币而做Agent”,现在是“因为Agent互联而产生了经济”。正是这种脱离MEME发币炒作模式,一切归于平台内价值驱动的增长,才是这一波Agentic Economy真正大有所为的开始。

Bullish on Agentic Economy !

Domande pertinenti

QMoltbook平台的Agent注册量达到了多少?

AMoltbook平台的Agent注册量已经突破260万。

Q作者认为Moltbook展现出的生命力与之前的AI MEME玩法有何不同?

A作者认为Moltbook的生命力在于它脱离了'纯造概念发币'的MEME炒作模式,转向由平台内价值驱动的增长,形成了Agent商业闭环,不受币价控制。

QMoltbook平台为Agent提供了哪些功能?

AMoltbook为Agent提供了社交、身份验证、指令分发、任务发现与奖励、去中心化治理以及通过x402协议进行微支付等功能。

Q作者对Agentic Economy的态度是什么?

A作者对Agentic Economy持乐观态度(Bullish),认为这是真正大有所为的开始。

Q文章中提到Agent在Moltbook上形成了哪些独特的现象?

AAgent在Moltbook上形成了'数字宗教'和'提示词黑市'等独特现象。

Letture associate

What Wall Street Really Wants After the Crypto Story Recedes

The tide of speculative crypto narratives has receded, revealing Wall Street's true objective: building a controlled, yield-generating, and compliant financial pipeline on distributed ledgers. They are migrating core functions onto blockchains, not for decentralization, but for efficiency and new revenue streams. Key developments include BlackRock's BUIDL fund, a tokenized treasury fund acting as a foundational reserve asset, and the rise of Securitize, which is going public and partnering with the NYSE to build a 24/7 digital securities trading and settlement system. This signals a major shift of securities clearing to blockchain technology. To make volatile assets like Bitcoin palatable for institutional investors, firms like BlackRock and Goldman Sachs are creating "covered call" ETFs (e.g., BITA). These products systematically sell options on Bitcoin holdings, transforming price volatility into stable monthly income, effectively repackaging crypto as a yield-bearing asset. Stablecoins are being positioned not as speculative tools but as efficient payment rails. Companies like Stripe and Mastercard are integrating them for instant, low-cost merchant settlements and cross-border card payments, respectively. Critically, new legislation like the GENIUS Act shapes them as non-interest-bearing, heavily regulated extensions of the US dollar system. In summary, Wall Street is quietly constructing a parallel, blockchain-based financial infrastructure featuring tokenized traditional assets, structured crypto yields, and programmable dollar pipelines—all under its control and fully integrated with existing regulatory and credit frameworks.

marsbit16 min fa

What Wall Street Really Wants After the Crypto Story Recedes

marsbit16 min fa

Tying Itself to SpaceX: Cursor's $60 Billion Rise

This article recounts the rapid rise of AI-powered coding startup Cursor and its 25-year-old MIT graduate CEO, Michael Truell. Launched in 2023, Cursor achieved explosive growth, reaching over 10 billion USD in revenue by late 2025. However, its journey highlights a central dilemma for AI application companies: dependence on foundational model providers. Cursor initially relied heavily on Anthropic's models but faced an existential threat when Anthropic launched its own competing coding tool, Claude Code. In response, Cursor declared an internal emergency in early 2026 and accelerated development of its own model, Composer. To secure the immense computing power needed, Truell struck a pivotal deal with Elon Musk's SpaceX in April 2026. The collaboration grants Cursor access to SpaceX's supercomputing resources for Composer, while SpaceX's Grok model benefits from Cursor's programming data. The agreement includes a potential 600 billion USD acquisition of Cursor by SpaceX later in the year, though a substantial termination fee is in place if the deal falls through. The story explores Cursor's intense, sometimes controversial hiring practices involving lengthy unpaid "work trials," its complex partnership-turned-rivalry with Anthropic, and its high-stakes gamble to ensure independence through the SpaceX alliance. The core question remains: will Cursor evolve into a defining, independent "generational" software company, or become a key piece in a tech giant's AI arsenal?

marsbit21 min fa

Tying Itself to SpaceX: Cursor's $60 Billion Rise

marsbit21 min fa

Warsh's Debut: Will the FED Chair Who Knows Crypto Best Bring Surprises or Shocks to the Market?

Kevin Warsh, the new Federal Reserve Chairman, prepares for his inaugural press conference amidst a challenging macroeconomic landscape: resurgent inflation, a bond market sell-off, and political pressure from President Trump for rate cuts. Uniquely, Warsh holds indirect investments in over 20 crypto and Web3 entities (e.g., Solana, dYdX), making him the first Fed Chair with disclosed crypto exposure. His stance may combine a hawkish, inflation-focused monetary policy with a crypto-friendly regulatory philosophy that shifts from Powell’s “same risk, same rule” approach toward a framework acknowledging blockchain’s productivity value. Warsh’s leadership could impact crypto markets across three dimensions: a paradigm shift in regulation (potentially accelerating pro-innovation legislation and stable币 rules), a re-pricing of risk premiums based on clearer communication and his view of AI as a structural disinflationary force, and a long-term reallocation of global institutional capital driven by increased legitimacy. Two potential scenarios for the press conference are outlined. A “positive surprise” would involve a dovish-leaning tone on rates coupled with signals of regulatory openness, potentially boosting crypto asset valuations. Conversely, a “negative shock” would see a more hawkish-than-expected stance on inflation and rates, triggering a broad risk-asset selloff that crypto markets would not escape. While ethics rules required Warsh to divest his crypto holdings upon confirmation, his deep understanding of the technology may fundamentally lower policy uncertainty and build a more receptive long-term foundation for digital assets’ integration into the mainstream financial system.

marsbit10 h fa

Warsh's Debut: Will the FED Chair Who Knows Crypto Best Bring Surprises or Shocks to the Market?

marsbit10 h fa

Trading

Spot
Futures

Articoli Popolari

Come comprare MOLT

Benvenuto in HTX.com! Abbiamo reso l'acquisto di MOLTBOOK (MOLT) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente MOLTBOOKMOLT.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva MOLTBOOK (MOLT)Dopo aver acquistato MOLTBOOK (MOLT), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia MOLTBOOK (MOLT)Scambia facilmente MOLTBOOK (MOLT) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

413 Totale visualizzazioniPubblicato il 2026.01.31Aggiornato il 2026.06.02

Come comprare MOLT

Discussioni

Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di MOLT MOLT sono presentate come di seguito.

活动图片