AI agent 之间有交易需求，Story 的框架在于帮助这些 AI agent 之间实现 IP 的互动和交易，从而创造出一个新型的链上经济体。

2025 年，加密市场在比特币 ETF 突破、以太坊扩展优化、AI 代理和 RWA 代币化等多重创新推动下加速主流化，但仍面临监管与技术挑战。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的游戏、DeFi、DAO、NFT和元宇宙行业新闻。

以太坊正从单一平台转变为多链互操作的开放价值网络。

DeFAI 是 DeFi 与 AI 结合的创新探索，凭借区块链的核心特性，推动 AI Agent 的应用向金融领域延伸。

本篇文章为 AI Agent 赛道保姆级指南，从信息获取到潜力评估，再到投资策略全解析。

今日晚间推荐阅读：1.Messari研报：全面解读Nillion；2.富兰克林邓普顿AI Agents报告：10大AI Agent项目一览；3.企业购买比特币 一个被忽视的大趋势；

2025 年 1 月 13 日，EVM 链上的 UniLend 遭攻击，损失约 19.7 万美元。

Thailand is moving forward with Bitcoin ETFs and cryptocurrency payments, with the Thai SEC considering Bitcoin ETFs and a Bitcoin payment pilot project in Phuket. These steps, along with the potential for stablecoin issuance, are positioning the country as a growing digital asset hub in Asia.

Just days after Singapore has announced its ban of decentralized prediction marketplace polymarket, Thailand's Technology Crime Suppression Division (TCSD) has followed suit and have announced plans to propose closing polymarket.

Coinglass 数据显示，目前 BTC ETF 总成交额达 66.47 亿美元，总市值达 603.07 亿美元，总资产管理规模达 611.94 亿美元。 其中，GBTC 目前价格为 61.6 美元，24 H 跌幅 0.32%；IBIT 目前价格为 39.39 美元，24 H 跌幅 0.30%；FBTC 目前价格为 60.48，24 H 跌幅 0.25%；BITO 目前价格为 31.68，24 H 跌幅 0.28%，ARKB 目前价格为 69.15，24 H 跌幅 0.39%。

1. 以太坊扩容项目 Taiko 完成 1500 万美元 A 轮融资； 2. Linea TVL 达 3.35 亿美元续创新高，7 日增幅 26.63%； 3. Consensys CEO：去中心化将导致“代际范式转变”； 4. Ordinals 开发者：区块 832849 和 Runestone 母体铭文已与 OrdinalsBot 和 Marathon Digital 合作完成； 5. Arbitrum One TVL 超 140 亿美元，OP Mainnet TVL 超 80 亿美元； 6. ARK Invest 本周共计减持 4340 万美元 Coinbase 股票和 860 万美元 Robinhood 股票； 7. 统计：前四大比特币现货 ETF 第 8 周共计增持超 5.2 万枚 BTC； 8. 全网 BTC 合约未平仓头寸超 270 亿美元； 9. 比特币期货 ETF BITO 截至 3 月 1 日资管规模创历史新高； 10. Web3 游戏平台 Portal 推出 BuildingBlocks 基金会； 11. Phantom 联创否认社区流传的关于出售用户数据的消息。

Robinhood Markets (NASDAQ:HOOD), Coinbase Global (NASDAQ:COIN), and the ProShares Bitcoin Strategy ETF (NYSE:BITO) surged to new 52- source: https://www.benzinga.com/markets/cryptocurrency/24/02/37340433/robinhood-coinbase-and-this-bitcoin-etf-hit-new-52-week-highs-as-btc-spikes-to-57-000?utm_campaign=partner_feed&utm_source=cryptopanic.com&utm_medium=partner_feed&utm_content=site

ProShares, a leading issuer of futures-based Bitcoin exchange-traded funds (ETFs), remains bullish despite the emergence of spot Bitcoin ETFs in the United States. The company anticipates operational and commercial benefits from the increased adoption of spot ETFs, highlighting the efficiency of its flagship Bitcoin futures ETF, the ProShares Bitcoin Strategy ETF (BITO). Commercial impact and... source: https://www.cryptopolitan.com/proshares-optimistic-amidst-rise/

비트코인 선물 ETF 발행사 프로쉐어스(Proshares)의 글로벌 투자 애널리스트인 시몬 하이먼(Simeon Hyman)이 최근 코인텔레그래프와의 인터뷰에서 "비트코인 현물 ETF 출시는 상업적, 운영적 측면에서 모두 이득을 가져다줬다"고 평가했다. 그는 "프로쉐어스 BTC 선물 ETF(BITO)도 현물 ETF 출시로 거래량이 늘었다. 현물 ETF의 등장은 앞으로 전체적인 선물 시장에 긍정적인 영향을 끼칠 것이라고 생각한다"라고 강조했다.

ProShares sees benefits of the launch of spot Bitcoin ETFs for its Bitcoin futures products, according to a senior investment strategist. source: https://cointelegraph.com/news/proshares-bito-benefits-spot-bitcoin-etf-launch

Top 5 Losers CoinsIndicesLTPChange (%)Jupiter$0.57607.09%Pyth Network$0.4926.15%Blur$0.57825.35%Sui$1.404.67%Sei$0.60984.31%Crypto News Key Highlights: Since January 11, GBTC, the prominent spot Bitcoin ETF, relinquished its dominance on February 1 to IBIT and BITO. Bitcoin encountered hurdles marked by outflows and diminished daily trading volumes, resulting in a loss of over $5.8... source: https://www.coingabbar.com/en/crypto-currency-news/crypto-daily-roundup-03-feb-crypto-markets-coil-in-a-range

The launch of the first bitcoin ETFs in the United States last month ignited a fierce competition among new entrants eager to capture market share. Yet, in an unexpected twist, it appears an existing player, ProShares, has subtly outpaced its rivals. The ProShares Bitcoin Strategy ETF (BITO), against all odds and amidst a burgeoning array […] source: https://www.cryptopolitan.com/proshares-the-victor-in-bitcoin-etf-race/

K33 Research 高级分析师 Vetle Lunde 在 X 平台发文表示，截至 1 月 31 日，全球比特币投资产品（包括 ETF/ETP、跟踪工具和封闭式信托）共计持有 872,110 枚 BTC，略低于 1 月 17 日的峰值。 全球比特币 ETF/ETP 已经连续四天出现净流入。由于 VanEck 比特币策略 ETF（XBTF）下架、ProShares 比特币策略 ETF BITO 资金外流，昨日基于期货的 ETF 产品出现资金流出。

アーク・インベスト（ARK Invest）は先週、プロシェアーズ・ビットコイン・ストラテジーETF（BITO）を売却する一方、自社のスポット型ビットコイン上場投 ... The post 米アーク、6230万ドル相当の自社ETFを購入、BITOは4280万ドル分を売却 first appeared on CoinDesk JAPAN（コインデスク・ジャパン）. source: https://www.coindeskjapan.com/217580/