作者：Tommy，Delphi Digital联合创始人；翻译：金色财经xiaozou
胖协议论（Fat protocol thesis）与Crypto x AI是背道而驰的。
Meme币这一最简单的应用形式正在积累价值（关注），因其很容易对像Llama这样的开源模型进行微调并添加代币。
GOAT使用了大量的reddit/4chan数据，我们看到许多副本的发布速度比我们刷新DEX screener的速度还要快。真不知道你们这些degens是怎么跟上进度不掉队的。
通过去中心化训练创建的人工智能模型，在代币激励的引导下，将随着它们成为未来所有应用的引擎而积累价值。这些模型将比集中式模型更加强大，绝非更弱，因为全球设备与无偏差实时数据结合在一起共同支持响应。
这便创造出一个独特的护城河：去中心化计算、实时数据feeds和加密原生激励结合在一起，实现集中式模型无法企及的训练能。我们没有股东需要安抚，我们有更长的时间来建立更好的系统。
集中式数据中心已经经过了20年的优化，而去中心化训练仅存在一年，我们就已经有了DiStro和DiLOCO，可以将节点之间的通信减少800-3000倍
拥有一个去中心化开源AI模型——一个新的世界引擎——将是最终的谢林点（Schelling point）。
这些AI Meme币的基本逻辑不在ChatGPT上运行是有原因的，它可以随时关闭，并且受到高度限制，与Crypto x AI的精神截然相反，不可持久。
我认为，在我们通过去中心化训练获得一个人工智能模型来运行它之前，我们不会有完全自主的DeFi智能体来创建管理生态系统，否则，它可能会被拔掉插头、被监管或存偏差。
想想看，今天我们不确定是否人类正在运行这些AI Meme币账户。在未来，结果验证推断来自Inference Labs、IridiumEagle等，基础模型由Nous Research、Prime Intellect等开发，这些模型使用Grass数据进行训练，并在io.net、EXO Labs或Akash Network的GPU网络上提取实时/未经审查的结果。
有各种各样的细分领域，例如就推理而言，根据你的推理请求的速度/安全性需求，在ZK、OP、TEE和加密经济安全设计之间将有各种完整的子领域。
也许你还会使用Pond的DeFi模型网络或RPS Labs的模型来为你的DeFi经济提供部分动力，而不是Llama或一些随机微调版本。也许你可以使用MyShell.ai或0G Labs操作系统更轻松快速地构建应用程序。
不确定使用哪个模型？也许你会去Sentient或Allora Labs或Opentensor提交请求，然后被动态路由到针对特定任务的最佳性能模型。这些协调网络会为特定的任务提供最佳模型。这就是为什么我看好数十亿特定模型的原因，这些模型由不同的开源基础模型提供支持。
Uniswap将流动性供应外包给这些网络或模型，而Aave将外包其风险引擎。用例将扩展到MEV保护、风险评估或协议优化。跨协议AI智能体将是游戏规则改变者，它们可以优化整个DeFi世界——想象一下，一个人工智能可以在管理Uniswap LP头寸的同时调整Aave抵押率，并通过永续期货合约进行对冲操作，所有这些都基于实时市场条件。
受够了手动审核应用程序后的黑客攻击？TestMachine的prop AI模型将审核你的合约，不需要3-6个月的时间，也没有人为错误。我实在无法应对大量的黑客攻击。
虽然AI Meme币很酷，但我分享这些项目是为了展示我们处于怎样的早期阶段，以及Crypto x AI将变得多么疯狂。
AI Meme币为大众积极规范了Crypto x AI，但我认为人们很快就会生厌。人们会更加期待用例，而用例是需要时间的。
● AI认可代币（Terminal of Truth）
● AI自主交易代币（可能是TERMINAL）
● AI创建代币
● AI开发并操作协议
● AI完全控制并维持去中心化经济
Crypto x AI未来即将到来，虽然这在6-12个月前是不敢想的。届时，我们将开发并拥有模型，而这些模型将为创建完整生态系统和经济的应用程序提供动力，并且不会受控于少数人或受其偏见影响。你准备好了吗？
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Anais