Moltbook的悖论：币价越是趴窝，用户越是疯涨

marsbitPublished on 2026-02-13Last updated on 2026-02-13

Abstract

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 !

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3.1k Total ViewsPublished 2026.01.31Updated 2026.06.02

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Moltbook的悖论：币价越是趴窝，用户越是疯涨

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