Bankless：2024年将是AI+Crypto周期

Odaily星球日报Published on 2024-03-07Last updated on 2024-03-07

Abstract

AI x Crypto 是真实的，基本面就在那里，投机性也在那里。

原文标题：This is the AI x Crypto Cycle 

原文作者：David Hoffman，Bankless 

原文编译：Kate, MarsBit

AI x Crypto 是真实的。基本面就在那里，投机性也在那里。

每个牛市周期都由它所孕育的狂热来定义。

• 2013 年是「工作量证明分叉和公平发布」时代

• 2017 年是 ICO 热潮

• 2021 年是 NFT 泡沫

我现在叫它：

2024 年的周期将被称为 AI x Crypto 周期。

两个平行的行业都被巨大的潜在能量所推动，并在碰撞的过程中产生了巨大的泡沫。

Bankless：2024年将是AI+Crypto周期

流入比特币 ETF 的美元就像注入火箭飞船的喷气燃料，这艘火箭飞船很快将把资本推向下游，流向风险较高的加密市场。很快，可能是在 5 月或 11 月，ETH ETF 将获得批准，进一步的资本流动将注入加密市场的蓝筹股，为人们提供开始寻找低市值 100 倍的弹药，这是每个牛市的传统。

与此同时，英伟达 2.2 万亿美元的市值几乎是凭一己之力在交易股票市场上实现了这种叙事式的增长。谷歌和微软等科技巨头正在推动 Web2 抓住人工智能的时代精神，改变科技市场的未来。除此之外，硅谷继续将绝大多数创业资金投向人工智能领域。

人工智能时代已经来临。

只有一个问题。没有加密的人工智能是一种大规模集中的现象，Web2 公司及其领导者控制着人工智能带来的所有财富和权力。早在人工智能进入公众视野之前，人工智能思想家和哲学家就一直在吹捧这一问题，而现在，人工智能给财富和权力带来的集中问题正在浮出水面。

彼得·蒂尔（Peter Thiel）的一句名言：

「加密是去中心化的，人工智能是中心化的。或者，如果你想在意识形态上把它框定得更清楚，加密货币是自由主义的，而人工智能是共产主义的。」

加密货币和人工智能处于光谱的两端，但它们并不是对立的力量。他们在一起会更好，在一起，他们将创造一个比各部分之和更大的整体。人工智能需要加密，以避免产生集中的反乌托邦寡头地狱，而加密需要人工智能的所有效用和力量！

Bankless：解读 Bankless 上的 AI 加密投资者叙事

加密领域的人工智能似乎准备打破这个周期，但为什么呢？

去中心化人工智能

我想我们会在 2024 年听到很多「去中心化人工智能」这个词。这个非常简单的 meme 在一个非常简单的短语中包含了大量的信息和含义，「人工智能，但为了人」。

中心化的 Web2 AI 在数据和计算方面拥有巨大的垄断。他们将把所有资源投入到人工智能模型的开发中，以产生最通用和最强大的模型。它们将扼杀竞争，限制创新。它们将采取监管俘获的方式，并尽其所能巩固自己的地位。他们将使极少数人变得非常富有和强大，他们将成为我们新的霸主。

Bankless：2024年将是AI+Crypto周期

https://x.com/TrustlessState/status/1762318512507208182?s=20

我正在听 Casey Curaso 在 ETH Denver AGI 峰会上的演讲：

「我们都想要开源的人工智能，以及适合各种用途的定制模型的广泛扩散，但人工智能模型规模经济背后的推动力非常强大。数据垄断和计算垄断限制了开放人工智能模型的发展。」

这里的想法是，我们对广泛的人工智能模型感兴趣——所有的模型：音乐、电影、艺术、个人协助、交易算法、推荐和策展的模型……

作为人类，我们希望拥有和博客和网站一样多的人工智能模型。通过普及人工智能模型，人类的创造力、表达和价值创造将蓬勃发展。

但由于中心化的人工智能，我们无法做到这一点。

我们需要去中心化的人工智能。

Bankless：2024年将是AI+Crypto周期

https://x.com/anna_kazlauskas/status/1764675698310926459?s=20

去中心化计算

AI x Crypto 叙事的立足点始于去中心化计算层——AI x Crypto 技术堆栈的最底层堆栈。

去中心化计算长期以来一直是一个加密领域——这里没有什么新鲜的。唯一的新情况是，自人工智能投资周期兴起以来，这些平台出现了大规模的价格波动。随着英伟达的市值增加了数十亿美元，OpenAI 推出了重新定义社会的新人工智能产品，去中心化计算平台背后的出价越来越高。

• Filecoin -在 30 天内上涨 100% 

• Arweave - 30 天内上涨 200% 

• Render-在 3 个月内上升 300% 

• Bittensor - 5 个月内上涨了 1250% 

这只是我从人群中挑选的四个平台。在过去的几个月里，还有数百家质量水平参差不齐的公司采取了重大行动。

其中一些平台具有真正的基本面。由于人工智能行业的崛起，其中一些实际上正在经历增长。

但总的来说，他们的价格行为完全是投机性的，要么是基于对未来人工智能行业采用的看法，要么是对未来更大的傻瓜的看法。

在我看来，是后者。

AI Meme 币

Worldcoin 是一个非常真实的项目，有一个非常真实的创始人，一个真正的团队，一个真正的愿景，它目前的估值是非常不真实的 630 亿美元，这只能用人们试图接触人工智能来解释，他们正在使用 WLD 来做到这一点。

这就是加密货币为人工智能行业提供的：代币和流动性。

AI Meme 币 &关于 Bankless 叙事投资的经验教训

为这轮牛市制定指导方针是必要的

我们的行业是由快速发展的激进创新者组成的，他们正在推动技术所能做到的极限。

我们问：「为什么不呢?」然后我们请求原谅。

监管和公共市场官僚主义的步伐不尽如人意，而且受到限制。作为 Crypto x AI，我们不会等待守旧派和掌权者赶上我们，我们将超越他们，创造更美好的未来。

但是，在所有 AI 构建者学会使用加密货币之前，在所有加密货币构建者学会使用 AI 之前，我们将首先受到 AI Meme 币浪潮的冲击，这些浪潮将能够超过它们。

AI 与 Crypto 的重叠是真实存在的——它只是会被完全的 vaporware 和 shitcoinery 抢先。

这就是我们所期望的操作顺序。

比起构建一个真正的项目，发行和销售一个 AI Meme 币要容易得多。真正的 Crypto x 人工智能项目至少需要几年的时间才能建成，而我们在加密牛市中没有那么多时间，最多持续 12-18 个月。

Bankless：2024年将是AI+Crypto周期

https://x.com/MikeIppolito_/status/1762262716671021465?s=20

AI 代币是闪亮的新事物。

人工智能代币看涨的原因是，购买它们完全不需要脑力。即将到来的散户投资者只需找到一些与人工智能相关的股票，在上面观看一个 youtube 视频，然后按下购买按钮。

这就是我们所说的曲线的左侧，这就是为什么 CorgiAI 向前 100 名代币投入资金的原因。

Bankless：2024年将是AI+Crypto周期

CorgiAI「白皮书」的第一页就是你需要知道的一切。

Bankless：2024年将是AI+Crypto周期

这是愚蠢的。它哪儿也去不了。它既可爱又有趣。这就是当大众获得金融资产印刷机时发生的事情：ERC 20 代币。

这是我喜欢的 Zora 的 Jacob 的一段话：

Bankless：2024年将是AI+Crypto周期

https://x.com/js_horne/status/1764765731797729610?s=20

与此同时，看看我在时间轴上的发现：使用 Crypto x AI 的真正创新！

Bankless：2024年将是AI+Crypto周期

https://x.com/js_horne/status/1765110257359954367?s=20

接下来会发生什么？

欢迎来到你人生的下一个 18 个月。

AI x Crypto 是真实的。基本面是有的。而围绕基本面的信号将完全被下一波加密货币投机退化所淹没。

加密项目将找到使自己成为 Crypto x AI 项目的方法，然后他们的代币将因此而上涨。

然后一切都会轰然倒塌。

然后我们会在一个比以前更好的基础上重建它。

这就是传统。

原文链接

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