人工智能重新成为主导话题，顶级项目处于绿色状态
无论是在关注度还是市值方面，人工智能的叙述都在再次回归。随着兴趣转向迷因，人工智能代币在过去几个月表现滞后。
过去一周，该领域的大多数主要资产都取得了上涨，人工智能代币正在引起轰动。 Kaito 表示，人工智能的叙述占据了最大的关注度。
其他的叙述不一而足。
人工智能继续呈上升趋势。 pic.twitter.com/SQvnIoegcQ
— Kaito AI 🌊 (@_kaitoai) 2024 年 12 月 11 日
All older altcoins rallied in the past week, putting attention on previously promising narratives. While the altcoin season slowed down with a weaker performance against BTC, the AI token space benefitted from the short-term focus.
AI had its strongest quarter at the start of 2024 but has continued to perform strongly in the last months of the year. AI competes with other top narratives, including L1 and L2 tokens, memes, DeFi, RWA, decentralized infrastructure, and others. AI also has overlaps with some narratives, as AI agents have made forays into meme space.
AI tokens line up among the most successful narratives
AI tokens remain volatile, but they still saw a stable three-month trend, where most assets made significant net gains. The sector as a whole increased its value by 97% for the past three months, becoming the sixth largest gainer. AI still trailed memes and DeFi, as well as outliers in the privacy space.
On a year-to-date basis, the AI sector has a net gain of 83%, lagging behind Bitcoin (BTC) and other narratives. Despite this, the AI narrative looks like a forgotten narrative that may have outsized gains.
AI narrative tokens are not always the same selection, and some may come from previous bull markets or trends. There is a major difference in profiles for infrastructure tokens, compared to the newer trend of AI agents. The latter are more akin to meme tokens or cult communities.
The AI tag has been placed on multiple types of projects, some of which have a DeFi or staking element. Despite this, the narrative has managed to raise awareness and prices for all related assets.
The AI token market peaked with a total valuation of $70.2B, then retreated to its current level of $62B. The token selection includes big data, physical infrastructure projects, AI agents, and chatbots, as well as combined models.
AI agents keep drawing attention
AI agents are now drawing more attention, compared to infrastructure projects, GPU share tokens, or projects that are just veiled storefronts for staking or DeFi.
An entire AI agent token category has emerged, a subset of AI tokens. The space has a market capitalization of $8.7B, containing many low-cap tokens with the potential to outperform in the short term.
In their current form, AI agents are still far from being capable of token trading or decisions. AI agents are mostly using social media data to engage their communities, while possibly being linked to a meme token.
AI agents are also increasing their own social media mindshare, competing with legitimate projects offering real infrastructure. They have a total market capitalization above $9B based on their tokens, even surpassing older assets that pivoted into the AI narrative. The space is extremely competitive, with mindshare growing or waning based on short-term popularity.
The AI agent space also expanded its value by more than 13% in the past week, tracking the performance of other types of AI startups.
AI agents are also creating an industry around themselves, such as launch and data platforms, as well as infrastructure to deploy AI agents. As of December 2024, there were 335 tracked AI agents with notable social media mindshare.
While just a couple of months ago AI agents were limited to a handful of X accounts, currently AI agent creation is going through a boom similar to meme tokens. Not all projects will have the same quality or mindshare, but competition is certainly heating up in that space.
Land a High-Paying Web3 Job in 90 Days: The Ultimate Roadmap
相关文章
美光2025财年第四季度财报前瞻：借力DRAM优势，加速HBM业务增长
TradingKey - 美光科技（纳斯达克：MU）将于2025 年 9 月 23 日（周二）收盘后发布 2025 财年第四季度财报，网络电话会议定于美国东部时间当天下午 4 点 30 分举行。作为全球领先的存储芯片供应商，美光的产品涵盖 DRAM、NAND 闪存，以及用于 AI 加速器的高带宽内存（HBM）等先进存储产品，在满足生成式 AI 和大型语言模型背后数据中心日益增长的需求方面，发挥着关键作用。受存储产品价格回升及 AI 驱动需求强劲的推动，该公司股价今年以来已累计上涨约 90%。
黄金交易提醒：“降息狂欢”+“乱世避险”，金价大涨近2%再创历史新高
汇通财经APP讯——周二（9月23日）亚市早盘，现货黄金高位震荡，一度刷新历史高点至3748.99美元/盎司。现货黄金周一上涨1.7%至3746.47美元/盎司，投资者对美联储进一步降息的强烈预期，加上地缘政治不确定性引发的持续避险需求，吸引了大量资金涌入黄金市场，推动其价格一路高歌猛进。与此同时，白银价格也创下逾14年新高，显示出贵金属市场的整体强势。
董镇元9月23日：日线大阳破压力，金银还需做多
黄金市场昨日开盘在3686.6的位置后行情先回落给出3683.6的位置后行情强势震荡拉升，到尾盘日线最高触及到了3749的位置后行情整理，日线最终收线在了3746.8的位置后，日线以一根基本饱和的大阳线收线，而这样的形态收尾后，今日的行情有继续看多需求，点位上，下方3325和3322的多和上周3368-3370的多和3377和3385多和3563的多减仓后止损跟进在3590持有，今日先回落给出3721多止损3715，目标看2733和3750和3762和3780-3786.
