巨鲸正在布局的25个DeFAI项目，你押中了几个？

Odaily星球日报2025-02-05 tarihinde yayınlandı2025-02-05 tarihinde güncellendi

Özet

最近的市场调整为投资者提供了一个可能的入场机会。

原文作者：Cookies
原文编译：Yuliya，PANews

DeFAI 是由@danielesesta（@HeyAnonai 的创始人，同时也是 2021 年 DeFi 夏季 Wonderland$TIME 的创建者）首创的概念。从本质上来说，DeFAI 是 DeFi 与 AI 的结合，旨在通过人工智能简化 DeFi 的操作复杂性，使其更易于普通用户使用。

最近的市场调整为投资者提供了一个可能的入场机会。

已上线 CoinGecko

1.$AIXBT-市场分析 AI 代理

一个基于 AI 的市场分析代理系统，专注于生成可执行的 Alpha 策略并进行市场叙事识别。位居 Kaito AI 加密推特影响力榜首，在 AI 代理市场占有率达 31.11% ，处于领先地位。具备以下功能：

深度基本面分析：提供项目 DAU 指标、营收数据、产品迭代路线等多维度洞察
社交互动机制：支持 Twitter 平台用户标记互动（响应不保证）
专业终端服务：持仓量达 60 万$AIXBT 可获取终端特权，确保查询响应
技术创新能力：具备代币发行功能（已成功发行$CHAOS，经由 Simulacrum AI），支持 NFT 身份展示（整合 Taproot Wizards 生态的 Quantum Cats 系列）

代币经济模型

功能权益：授权访问 aixbt 专业终端，获取独家市场分析
治理权益：参与项目决策治理

类似项目

3 σ：综合市场分析服务
ASYM：专注代币绑定机制研究
Acolyt：精细化市场分析
Bloomsperg Terminal：多维度分析（技术面、基本面、市场情绪）
kwantxbt：专业技术面分析

2.$GRIFFAIN-抽象平台
基于意图的智能终端，致力于简化链上交易的复杂性，提供直观的操作体验。获得 Solana Labs 战略投资支持，在 Twitter 社区引发广泛关注。该项目提供以下功能：

个性化代理系统：用户可自主创建定制化代理，支持特定指令配置，可授权钱包访问权限，执行链上操作。应用示例：自动执行"将 100 USDC 兑换为 SOL"等指令
专业化代理服务：由 Griffain 官方开发部署，针对性功能设计（如代币抢购策略执行）

代币经济模型

当前交易费用主要以$SOL 结算
$GRIFFAIN 代币具体应用场景待明确
战略优势

主要竞争对手包括：

HeyElsa
Hiero Terminal
StrawberryAI
Project Plutus
blormmy
Hyperfly（基于 Hyperliquid 平台）

3.$PAAL-代理即服务(AaaS)
一个面向多种使用场景的智能代理平台。提供一系列机器人：

Paal Bot：用于回答问题
Enterprise Agent：用于自动化企业流程
Autonomous Trading Agent：用于交易执行

代币功能

收益分成：$PAAL 持有者可分享平台收益
高级功能：解锁平台的高级特权

类似平台

GT Protocol

4.$ANON-Hey Anon-抽象平台
DeFi 抽象层，通过对话式语言（通过 Telegram 机器人）执行 DeFi 操作，并结合 AI 驱动的市场洞察。Hey Anon 的推出引发了巨大热潮，开创了一个新类别 DeFAI。提供以下功能：

多种 DeFi 操作：如交换、借贷、跨链桥接等。
Gemma：研究代理，可从 Twitter、Telegram 等平台获取投资信息和趋势。
AUTOMATE：基于 TypeScript 的框架，支持 DeFi 协议与 Hey Anon 集成，为用户提供抽象化体验。
多链支持：目前支持 Arbitrum、Base，未来将支持 Solana，助力构建跨链 DeFi 抽象。

代币功能

访问权限：用于解锁 AI 代理服务。
奖励分发：通过资助计划发放代币。
治理功能：代币持有者可参与协议开发决策。

5.$GRIFT-Orbit-加密 AI 平台
一个用于轻松进行 DeFi 交互和获取投资信息的平台。Orbit 由 SphereOne 开发，获得 Alliance 支持。是当前功能最齐全的终端之一。提供以下功能：

无缝 DeFi 执行：例如收益挖掘。
投资信息获取：通过追踪 Twitter 账户获取投资机会。
任务调度：例如在满足特定条件时自动兑换为 SOL。

代币功能

高级功能权限：独家访问平台高级功能。
收益分成：持币者可分享平台收益。

6.$SPEC-Spectral-交易代理
永续合约交易代理。平台上有大量重复代理，显得较为杂乱。代理交互存在较多摩擦，用户需先购买代理代币（相比之下更喜欢 Orbit 的机制）。提供以下功能：

用户可以创建代理（类似于 pump.fun），并授予其钱包权限以进行永续合约交易。
代理拥有交互式“思维大脑”，展示其决策过程。
通过购买代理代币，用户可以与代理互动并影响其决策。

代币功能

用户需持有$SPEC 才能创建代理。
参与治理并影响代理行为。

7.$MODE-Mode-抽象平台
Mode 是一个 AI 驱动的 Layer 2 解决方案，已有 1, 684 个代理，完成 4, 066 笔交易，代理管理资金达 30.4 万美元。具备：

Mode AI 终端：通过自然语言执行 DeFi 操作。
AI 代理应用商店：访问具备多种链上能力的代理。
数据层：分析市场数据，训练代理在波动性市场中表现出色。
提供新功能和高级功能的抢先体验。

8.$DRV-Derive-交易平台
这是一个全栈 AI 驱动的交易平台，想尝试 Derive Pro，可加入候补名单。提供以下功能：

研究功能：通过提示访问 Messari 的新闻、趋势和市场数据。
执行功能：将市场观点（如看涨/看空）转化为可一键执行的交易。
投资组合管理：通过提示定制界面。
代币功能尚无明确说明，但可能用于支付提示和执行费用。

类似代理

Loomlay

9.$BUZZ-The Hive-Launchpad
基于群体架构的链上执行平台，在所有尝试过的终端中，执行速度最快。平台已经提供了广泛的实用功能。Hive AI 在 Solana AI 黑客松中获得第一名。提供：

链上 DeFi 执行：通过自然语言提示，在终端内完成操作，如兑换、流动性提供（LP）、质押等。
投资组合代理：帮助用户识别闲置资产的收益机会。
目前尚无关于$BUZZ 用途的详细信息。

10.$EMP-Empyreal-Launchpad
这是一个允许通过社交媒体启动代理和执行链上操作的平台，Kudai 通过 Simulacrum AI 部署，后者由 Empyreal 提供支持。提供：

社交媒体执行：仅需在社交媒体平台（如 Twitter、Farcaster、Reddit 等）发表评论即可执行链上操作。
验证者网络：在执行前验证消息真实性。
$EMP 质押者可享受收益分成。

备注

如果能提供私密指令选项（例如私人聊天框）会更好。
若能提供浏览社交媒体时的侧边扩展以提示用户输入指令，将更为便捷。

类似代理

Bankr

11.$ALPHA-AlphaArc-Launchpad
AlphaArc 是一个链上数据驱动的分析代理平台，类似于 aixbt，但更专注于链上分析。提供：

Alpha Studio：支持构建能够分析复杂数据库的代理，并基于此生成可执行的洞察。
AI Agents Hub：访问由其他用户创建的代理列表。

12.$OLAS-Autonolas-Launchpad
作为最早推出的代理框架之一，Autonolas 提供：

完整的代理构建框架
用户可以使用提供的框架构建自己的代理
$OLAS 代币在创建 AI 代理时需要质押

类似代理

LayerAI

13.$GATSBY-Gatsby-DeFAI 基础设施
这是一个专注于链上数据分析的代理平台，似乎更适合专业/经验丰富的交易者使用，交易执行条件可以变得更加灵活创新（基于区块链实时数据）。具备：

查询功能：提供数据驱动的答案
探索功能：检查钱包交易记录
执行功能：回测交易策略

14.$SNAI-SwarmNode.ai-Launchpad
Swarmnode 是一个无服务器 AI 代理部署平台，可以创建专注于特定垂直领域的代理群组，并通过协调信息共享来发现套利机会。提供以下功能：

无服务器部署：支持云端代理部署，无需服务器管理
按需付费：支持定时运行代理，仅对活跃时间收费，提高成本效率
SwarmNode 系统：协调多个代理之间的协作

15.$NEUR-neur-抽象平台
Neur 是 Solana 生态系统的智能协助工具，提供全面详细的答案，响应速度快，提供以下功能：

智能代理系统：通过自然语言提示获取Web3原生洞察
无缝链上执行：支持代币交换、代币发行、NFT 交易等
代币用途包括：开源开发贡献、社区驱动计划、开发者补助和奖励、技术基础设施改进

16.$STRDY-Sturdy-DeFi 优化平台
这是一个专注于 AI 优化借贷收益的平台：

利用 AI 识别众多借贷市场的收益机会
代币作为治理代币使用

未上线 Coingecko/未发币

17.$PROMPT-Wayfinder Foundation-抽象平台

Wayfinder Foundation 致力于简化 DeFi 交互：

创作者可以在 Wayfinder 上创建"shells"，包含执行特定 DeFi 操作的指令，例如将 100 USDC 兑换为 SOL，并存入 sanctum
用户只需点击即可执行，无需手动完成复杂步骤
$PROMPT 代币（尚未上线）将用于：
质押以创建"shells"
支付访问"shells"的费用

18.$MOZ-Mozaic-DeFi 优化平台
作为最早的 AI 驱动收益协议之一：

专注于 AI 优化的跨链收益和流动性策略
Mozaic 能够识别最佳收益并定期重新平衡仓位
代币主要用于治理功能

19.$MONK-Monk-交易代理
由 Fere AI 团队打造的研究和交易助手，提供以下功能：

基于多代理智能（FerePro、MarketPulseAgent、InvestmentAgent）
24/7 市场分析和交易
能够根据提示提供数据驱动的市场洞察

20.$MOBY- Moby AI-市场分析代理
这是一个由 AssetDash、Whale Watch 和 griffain 支持的 AI 协助工具：

特别关注具有大量鲸鱼活动的资产
提供针对性的市场洞察

类似项目

Gekko AI

21.$T3AI-t3-DeFi 优化
专注于借贷的 AI 代理：

提供低抵押借贷服务
自动化风险管理系统

22.$CATG-Boltrade-交易代理
这是一个数据驱动的交易代理：

基于 BoltradeDEX 上可用的洞察进行交易
提供全面的指标分析系统

23.ConsoleKit-Brahma-DeFAI 基础设施
专注于 AI 代理的钱包访问控制：

设置 AI 代理可以执行的链上操作边界
保护用户免受恶意代理行为或代理幻觉的影响
提供关键的安全基础设施

24.Slate-抽象平台
基于意图的 DeFi 执行平台：

支持跨链 DeFi 执行
终端详细展示 DeFi 执行路径
界面清晰，操作直观

25.vainguard-DeFAI 基础设施
自主交易代理平台：

首先专注于为人类提供自主交易服务
未来计划为代理提供资金管理服务
致力于成为代理的资金管理者

总结
在对 25 个 DeFAI 协议的深入分析后，可以得出以下几点重要观察：

DeFAI 作为一个新兴领域，大多数项目仍处于测试阶段。
交易代理的实际表现效果仍需时间检验。
自动化 DeFi 执行机制是一大亮点，它成功简化了复杂的操作流程，提升了用户体验。
目前在 DeFAI 领域建立竞争壁垒较为困难，因为许多项目的功能和定位都较为相似。
值得注意的是，大多数项目的代币价值获取机制并不突出，有些甚至完全缺乏实用性。
此外，部分终端在响应查询时表现出较长的延迟，这可能源于底层链的性能限制或代理优化不足。

对于在 AI 与加密领域深耕的开发者而言，Monad 提供了一个极具吸引力的选择。该项目正在从底层重新创新共识机制和执行层，旨在打造一个高性能的区块链网络，预期可实现 10, 000 TPS 的处理能力。这为致力于构建下一代 DeFAI 应用的开发者提供了理想的基础设施平台，有望帮助项目突破性能瓶颈，实现更大规模的应用。

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AIXBT Nasıl Satın Alınır

HTX.com’a hoş geldiniz! aixbt by Virtuals (AIXBT) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında aixbt by Virtuals (AIXBT) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: aixbt by Virtuals (AIXBT) Varlıklarınızı Saklayınaixbt by Virtuals (AIXBT) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: aixbt by Virtuals (AIXBT) Varlıklarınızla İşlem YapınHTX'in spot piyasasında aixbt by Virtuals (AIXBT) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

257 Toplam GörüntülenmeYayınlanma 2024.12.30Güncellenme 2026.06.02

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların AIXBT (AIXBT) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.