专注于长期战略，最重要的是，在反弹来临时准备好抓住机会

原文标题：Everything is Fine with DeFAI原文作者：Defi 0x Jeff，steak studio 负责人原文编译：zhouzhou，BlockBeats编者按：DeFAI 正在吸引市场关注，尤其是抽象层和自动化交易代理。尽管面临挑战，如有限的研究工具和用户引导问题，但具备强大愿景和专业性，预计将主导 2025 年 AI 代理牛市，关注分析工具和实用代理，避免情绪化交易。以下为原文内容（为便于阅读理解，原内容有所整编）：市场情绪在所有 AI 代理子板块中都变得极度看跌，唯独一个叙事例外：DeFAI。DeFAI 主要集中在抽象层类别，在市场下跌期间表现突出，其中两个项目在过去一周表现尤为显著：<ul><li>GRIFT / orbitcryptoai—市值 6500 万美元（过去 7 天 + 150% ）</li><li>ANON / HeyAnonai—市值 1.61 亿美元（过去 7 天 + 70% ）</li></ul><img src="https://static.fwimg.io/img/feed/73e71aa22a0a5e6789bdfa0d9c3a7bf9.jpg"><h2>Orbit</h2>Orbit 继续展现出强劲势头，其独特功能让它在同行中脱颖而出，最新功能包括：<ul><li>USDC 转账代理：将多个链上的 USDC 余额整合为一个统一余额，并转账到指定钱包用于支付（未来将支持任意代币）。</li><li>数据钩子（Data Hooks）：用户可自动化交易和链上任务，例如：「每分钟在 Solana 上用 [x] USDC 交换，直到 SOL 市值达到 [x]」。</li></ul>凭借覆盖 117+ 条链 和 200+ 协议 的集成能力，Orbit 正在定位为「数十亿 AI 代理的金融助理」——帮助代理和人类无缝支付、完成任务，以及通过 Orbit 技术栈交互协议。市场开始将 GRIFT 定价与其他主要竞争者拉近。<img src="https://static.fwimg.io/img/feed/ca238b47816122839aee738b69fd3f5c.jpg" alt=""><h2>HeyAnon</h2>由 danielesesta 领导的 HeyAnon 近期通过一些新公告走出了一条差异化的道路：<ul><li>Gemma：一款研究助理代理，旨在将海量链上和社交数据转化为可操作的视觉元素。</li><li>AUTOMATE：一个专为 DeFAI 开发的 TypeScript 框架，加速 HeyAnon 生态系统的开发进程。</li></ul>HeyAnon 的愿景是成为通用智能层，支持多步交易、治理和数据分析，同时确保链上交易的安全与透明。AUTOMATE 强调基于模式的类型化交互，防止开发者部署错误配置。合作伙伴包括 arbitrum、base、avax、BNBCHAIN、iota、KAVA CHAIN 和 SonicLabs。团队还通过 DAO 提案启动了资助计划，动用 2% 的 ANON 和 100 万 USDC 财政储备，推动集成与开发者活动。尽管 ANON 快速突破了 1 亿美元市值，但目前的缓慢上涨反映了市场下跌期内的谨慎定价态度。<img src="https://static.fwimg.io/img/feed/d9443540ce4454d57a3592def88092a2.jpg"><h2>Griffain</h2>griffaindotcom 依然是抽象层领域市值最大的项目（3.3 亿美元），尽管在过去 7 天内回撤了 21% 。为什么会这样？目前尚不确定……可能是因为资本从市值较高的 DeFAI 项目轮转到市值较低的项目，或者是因为 Griffain 侧重于通用抽象层，而非像同行那样专注于 DeFi 和交易解决方案。功能/重点差异总结<ul><li>Orbit ➔ 专为跨链交易和 DeFi 操作量身定制（目前集成数量最多）。</li><li>Anon ➔ 聚焦于数据（信号/洞察）、交易和 DeFi 操作，通过 L1/L2 合作伙伴关系和资助推动开发者社区建设。</li><li>Griffain ➔ 为 Solana 提供通用抽象层，定位为「代理的代理」，并拥有如空投工具、代币启动器、销毁机制、咖啡机器人和 NFT 代理等专用代理。</li></ul>在测试了这些协议后，我最喜欢的仍然是 slate ceo。我依赖的抽象层主要用例包括：<ul><li>基本链上操作：转账和交换。</li><li>自动化：每小时出售 [x] 直到接下来的 10 天。</li><li>高级条件交易：当 A 达到 [x] 市值且 B 达到 [x] 市值时，交换价值 5 千美元的 A 和 B。</li></ul>Slate 没有代币，但我很喜欢它的产品，缺点是只支持 EVM 链，需要手动存入油费代币才能使用。目前，我正在用它自动化在 Base 上的交易。<img src="https://static.fwimg.io/img/feed/4c79c67e07a2e98ab9da2cd399600c89.jpg"><h2>抽象层的挑战</h2><ul><li>有限的研究工具：许多平台提供「研究代理」，但与真正的分析仪表板相比，功能较为有限。</li><li>代币识别问题：一些平台无法识别 代币符号，迫使用户手动输入代币地址。</li><li>有限的 DeFi 用例：高质量的 DeFi 协议往往未集成，或者缺乏像 TVL、APR% 或风险评估等用户做出明智决策所需的基础数据。</li><li>糟糕的用户引导：界面和说明不清晰，用户有时需要手动选择代理，才能发出指令，而不是提供无缝的集中式界面。</li></ul><h3>关于抽象层的结论</h3>对于大多数用例，传统工具仍然更好。以下是我的建议：<ul><li>使用专业的分析工具进行研究：更好地利用这些工具。</li><li>使用 DefiLlama 获取指标、收益和 DeFi 相关的洞察。</li><li>使用 AcrossProtocol 进行 L2 间桥接。</li><li>使用 wormhole 进行 Non-EVM 和 EVM 生态系统之间的桥接。</li></ul>尽管体验有些笨拙，但我依然看好 DeFAI，特别是抽象层，因为它们的愿景是简化 DeFi 用户体验。这一愿景（及其执行）对于实现大众普及和吸引普通用户是非常需要的。<h2>自动化交易代理</h2>自动化交易代理类别正经历大幅回撤，其中 TONY 仅下跌了 8% ，在过去 7 天表现最好。<img src="https://static.fwimg.io/img/feed/4bde7492c15f8c57742ca9d3d47d2bfb.jpg"><h3>cookiedotfun 仪表板之外的亮点：</h3><ul><li>CATG / boltrade ai—专注于智能交易者信号的分析工具和交易代理。</li><li>LAY / loomlayai—提供无代码构建工具的代理生态，旨在进行 API/技能集成，聚焦于交易策略。</li><li>BULLY / dolion ai—从个性代理扩展到交易策略。</li></ul>这些项目的表现都经历了大幅回撤，最值得买入的项目将具备以下特点：<ul><li>表现：能够产生 alpha 回报，且具备稳健的 PnL。</li><li>可验证性：表现数据与钱包地址挂钩。</li><li>参与性：用户可以分享代理所获得的收益。</li></ul>这一叙事仍在初期发展阶段，目前，唯一具备表现验证的代理是 BigTonyXBT，其他代理要么仍在回测阶段，要么在幕后运作，缺乏透明度。<h2>总结</h2>DeFAI 当前的定价高于其他子领域，因为它新鲜、拥有强大的愿景，并且受益于 danielesesta 的推广专业性。然而，实践中仍存在挑战。为了获得 alpha 回报，建议关注分析工具（如我提到的五个工具）和以实用性为主的代理，如：<ul><li>aixbt agent</li><li>unit 0 0x 0 </li><li>kwantxbt</li><li>AgentScarlett</li><li>tri sigma</li></ul>自动化交易代理尚未获得足够的势头，像 Almanak 这样的主要交易代理生态系统尚未启动。当市场反弹时，DeFAI（抽象层与自动化交易代理）可能会由于其强大的叙事定位而引领市场。提前布局，保持安全，避免情绪化交易。专注于长期战略，最重要的是，在反弹来临时准备好抓住机会。2025 AI 代理牛市即将到来，必定辉煌！<a href="https://x.com/defi0xjeff/status/1878777766474399886?s=46" rel="nofollow">原文链接</a>

GRIFT翻倍，DeFAI竟是暴跌后反弹最好标的？

Focus on long-term strategy, and most importantly, be prepared to seize opportunities when the rebound comes.

Title: Everything is Fine with DeFAIAuthor: Defi 0x Jeff, head of steak studioCompiled by: zhouzhou, BlockBeatsEditor's Note: DeFAI is attracting market attention, especially in the abstract layer and automated trading agent categories. Despite challenges such as limited research tools and user onboarding issues, it has a strong vision and professionalism, and is expected to lead the 2025 AI agent bull market, focusing on analysis tools and practical agents, and avoiding emotional trading.Original Content (edited for readability):Market sentiment has become extremely bearish across all AI agent sub-sectors, with one narrative exception: DeFAI.DeFAI is primarily focused on the abstract layer category, performing well during the market downturn, with two projects in particular standing out in the past week:<ul><li>GRIFT / orbitcryptoai - $65 million market cap (+150% in the past 7 days)</li><li>ANON / HeyAnonai - $161 million market cap (+70% in the past 7 days)</li></ul><img src="https://static.fwimg.io/img/feed/73e71aa22a0a5e6789bdfa0d9c3a7bf9.jpg"><h2>Orbit</h2>Orbit continues to demonstrate strong momentum, with unique features that set it apart from its peers, including the latest functionalities:<ul><li>USDC Transfer Agent: Aggregates USDC balances across multiple chains into a unified balance and transfers to a specified wallet for payments (future support for any token).</li><li>Data Hooks: Allows users to automate trading and on-chain tasks, e.g., "Swap [x] USDC on Solana every minute until SOL market cap reaches [x]".</li></ul>With its ability to integrate 117+ chains and 200+ protocols, Orbit is positioning itself as the "financial assistant for billions of AI agents" - helping agents and humans seamlessly pay, complete tasks, and interact with the Orbit tech stack.The market is starting to price GRIFT closer to its major competitors.<img src="https://static.fwimg.io/img/feed/ca238b47816122839aee738b69fd3f5c.jpg" alt=""><h2>HeyAnon</h2>Led by danielesesta, HeyAnon has recently carved out a differentiated path through some new announcements:<ul><li>Gemma: A research assistant agent aimed at converting vast on-chain and social data into actionable visual elements.</li><li>AUTOMATE: A TypeScript framework for DeFAI, accelerating the development of the HeyAnon ecosystem.</li></ul>HeyAnon's vision is to become the universal intelligence layer, supporting multi-step transactions, governance, and data analysis, while ensuring the security and transparency of on-chain transactions. AUTOMATE emphasizes pattern-based typed interactions to prevent developers from deploying misconfigured setups.Partners include Arbitrum, Base, AVAX, BNBChain, IOTA, Kava Chain, and SonicLabs. The team has also launched a grants program through DAO proposals, utilizing 2% of ANON and $1 million USDC in treasury reserves to drive integrations and developer activities.Although ANON has quickly surpassed a $100 million market cap, the current slow uptrend reflects a cautious pricing attitude during the market downturn.<img src="https://static.fwimg.io/img/feed/d9443540ce4454d57a3592def88092a2.jpg"><h2>Griffain</h2>griffaindotcom remains the largest project in the abstract layer space by market cap ($330 million), despite a 21% pullback in the past 7 days. Why is this the case? It's unclear at the moment... it could be due to capital rotating from higher-market-cap DeFAI projects to lower-market-cap ones, or because Griffain is focused on a general abstract layer rather than specialized DeFi and trading solutions like its peers.Functional/Focus Differences Summary:<ul><li>Orbit ➔ Tailored for cross-chain transactions and DeFi operations (most integrations currently).</li><li>Anon ➔ Focused on data (signals/insights), trading, and DeFi operations, driving developer community building through L1/L2 partnerships and grants.</li><li>Griffain ➔ Provides a general abstract layer for Solana, positioned as the "agent of agents", with specialized agents like airdrop tools, token launchers, burn mechanisms, coffee bots, and NFT agents.</li></ul>After testing these protocols, my personal favorite is still the slate ceo.The main use cases I rely on the abstract layer for include:<ul><li>Basic on-chain operations: Transfers and swaps.</li><li>Automation: Sell [x] every hour until the next 10 days.</li><li>Advanced conditional trades: Swap $5k worth of A and B when A reaches [x] market cap and B reaches [x] market cap.</li></ul>Slate doesn't have a token, but I like its product, the downside is it only supports EVM chains and requires manually depositing gas tokens to use. Currently, I'm using it to automate my trades on Base.<img src="https://static.fwimg.io/img/feed/4c79c67e07a2e98ab9da2cd399600c89.jpg"><h2>Challenges of the Abstract Layer</h2><ul><li>Limited research tools: Many platforms offer "research agents", but their functionality is more limited compared to true analytical dashboards.</li><li>Token recognition issues: Some platforms are unable to recognize token symbols, forcing users to manually input token addresses.</li><li>Limited DeFi use cases: High-quality DeFi protocols are often not integrated, or lack the underlying data (TVL, APR%, risk assessments, etc.) needed for users to make informed decisions.</li><li>Poor user onboarding: Unclear interfaces and instructions, where users sometimes need to manually select agents to issue commands, rather than a seamless centralized interface.</li></ul><h3>Conclusion on the Abstract Layer</h3>For most use cases, traditional tools are still better. Here are my recommendations:<ul><li>Use professional analysis tools for research: Better leverage these tools.</li><li>Use DefiLlama to access metrics, yields, and DeFi-related insights.</li><li>Use AcrossProtocol for L2 bridging.</li><li>Use Wormhole for bridging between Non-EVM and EVM ecosystems.</li></ul>Although the experience is a bit clunky, I remain bullish on DeFAI, especially the abstract layer, as their vision is to simplify the DeFi user experience. This vision (and its execution) is very much needed to achieve mass adoption and attract mainstream users.<h2>Automated Trading Agents</h2>The automated trading agent category is experiencing a significant pullback, with TONY being the best performer in the past 7 days, down only 8%.<img src="https://static.fwimg.io/img/feed/4bde7492c15f8c57742ca9d3d47d2bfb.jpg"><h3>Highlights beyond the cookiedotfun dashboard:</h3><ul><li>CATG / boltrade ai - An analysis tool and trading agent focused on smart trader signals.</li><li>LAY / loomlayai - A no-code agent ecosystem for API/skill integrations, focused on trading strategies.</li><li>BULLY / dolion ai - Expanding from individual agents to trading strategies.</li></ul>These projects have all experienced significant pullbacks, and the most worth buying will have the following characteristics:<ul><li>Performance: Able to generate alpha returns and have a robust P&L.</li><li>Verifiability: Performance data linked to wallet addresses.</li><li>Participation: Users can share in the profits generated by the agents.</li></ul>This narrative is still in its early development stage, and currently, the only agent with verified performance is BigTonyXBT, while others are either in the backtesting phase or operating in the background without transparency.<h2>Conclusion</h2>DeFAI is currently priced higher than other sub-sectors because it is fresh, has a strong vision, and benefits from danielesesta's promotional expertise. However, challenges still exist in practice. To generate alpha returns, I recommend focusing on analysis tools (like the five I mentioned) and utility-focused agents, such as:<ul><li>aixbt agent</li><li>unit 0 0x 0</li><li>kwantxbt</li><li>AgentScarlett</li><li>tri sigma</li></ul>Automated trading agents have not yet gained sufficient traction, and major trading agent ecosystems like Almanak have not yet launched. When the market rebounds, DeFAI (abstract layer and automated trading agents) may lead the market due to its strong narrative positioning.Plan ahead, maintain safety, and avoid emotional trading. Focus on long-term strategy, and most importantly, be prepared to seize opportunities when the rebound arrives. The 2025 AI agent Bull market is coming, and it will be glorious!<a href="https://x.com/defi0xjeff/status/1878777766474399886?s=46" rel="nofollow">Original link</a>

GRIFT doubled, DeFAI is the best target for rebound after the sharp drop?

TechFlow, with the help of AI technology, has completely simplified the operation process of DeFi.

Author: nairolf
Compiled by: TechFlow

"Friend, what is DeFAI?"
A super simple explanation about DeFAI and @HeyAnonai.
The original image is from nairolf, compiled by TechFlow.

"Go ahead and try it, brother."

DeFAI is the combination of Artificial Intelligence (AI) and Decentralized Finance (DeFi), aiming to simplify on-chain interactions in an unprecedented way.

DeFAI: Let even novices on the chain easily play with DeFi

Donald Trump, the President-elect of the United States, will be inaugurated on 01/20. Before this momentous day, the cryptocurrency market has shown signs of anticipation, especially in <MEME> coins related to Trump.

Top 3 Donald Trump-themed meme coins worth noting ahead of inauguration

Here is the English translation, with <> elements retained as is:

Author: Shlok Khemani, Crypto Researcher
Compiled by: Felix, PANews
Abstract: Explore the role of aixbt as a KOL, its financial performance, tech stack, token economics, and future direction. The meteoric rise of aixbt is real, especially for AI tokens with a market cap under $100 million.
This week, the dramatic events around AICC on Crypto Twitter (CT) have been exhausting, so I took some time to write about what I find to be one of the most fascinating experiments in the AI agent wave in crypto.
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