AI迷因 板块

综合强度 5.8实时

AI · MEME

aiAIMEME

与人工智能相关或受其启发的 meme 整币。它们要么利用人工智能驱动的代理,要么使用人工智能工具创建,或者从人工智能技术和趋势中获取概念。

市值$820.03M7D -4.21%
7D 涨幅-4.21%低于 BTC 6pp
代币数362活跃流通中
24H 交易量$88.88M占大盘 0.1%
平均涨幅-2.43%24H 中位数
龙头项目TIBBIR权重 28.4%
涨幅最高DRB+36.41%
板块强度5.8/10ai
01

板块表现 · 与大盘对比

板块指数(基期:2024-10-01 = 100)
27.58+25.59% (30D)
同期 BTC 涨幅
+21.72% · 跑赢 3.9pp
加载中...
AI迷因+25.59%
BTC+21.72%
ETH+29.97%
SOL+36.32%
Dogechain生态系统+25.83%
链抽象+62.56%
跨链通讯+59.92%
隐私公链+6.96%
数据可用性+40.50%
02

龙头分析 · Top 3 深度

板块占比 58.0%
RANK 01

Ribbita by Virtuals

TIBBIR · 工具 · AI 代理 · 板块占比 28.4%

$0.2328-4.84% · 24H
市值$232.56M
FDV$232.56M
换手率1%
板块占比28.4%

为什么领先:Ribbita by Virtuals 以Web3 AI代理叙事切中AI迷因赛道核心,兼具工具属性与代理想象力,市值居首且流动性尚可,最能代表板块的“AI可用性”主线。

RANK 02

Fartcoin

FARTCOIN · MEME · 板块占比 20.9%

$0.1714-5.34% · 24H
市值$171.41M
FDV$171.41M
换手率20%
板块占比20.9%

为什么领先:Fartcoin 作为经典MEME标的,拥有极强的社区传播和高换手特征,能在情绪回暖时快速放大板块热度,是AI迷因里最具交易弹性的代表之一。

RANK 03

AI XOVIA

AIX · 板块占比 8.7%

$0.7204-27.77% · 24H
市值$71.40M
FDV$71.40M
换手率2%
板块占比8.7%

为什么领先:AI XOVIA 近期涨幅显著,说明资金正在寻找新的AI迷因补涨标的;虽然叙事信息较少,但强势价格表现使其成为板块短线情绪的先锋。

03

板块成分代币

362 个项目
#代币评级
1
$0.0002712
+36.41%
+3.87%
$27.15M
$2.58M
B+
2
$0.00001239
+19.07%
+4.14%
$10.88K
$652.71
B
3
$0.0002045
+14.42%
-17.39%
$136.92K
$8.83K
B
4
$0.0₅9567
+9.44%
+49.72%
$9.53K
$751.92
C
5
$0.0001946
+6.59%
0.00%
$164.19K
$514.34
C
6
$0.00001387
+5.39%
-9.23%
$12.93K
$26.85K
B+
7
$0.00002369
+4.91%
+2.18%
$23.66K
$11.64
C
8
$0.00009144
+4.78%
0.00%
$91.35K
$413.00
C
9
$0.0₅6138
+4.28%
0.00%
$6.13K
$10.65
C
10
$0.00001082
+4.22%
+11.75%
$10.82K
$2.00
C
04

投资论点 · AI 综合

基于 WOOFUN AI 分析

看多论点 · 4

  • 板块有明确AI+Meme双重叙事,容易在情绪修复时出现快速轮动。

  • Ribbita与Fartcoin分别代表“AI代理”和“纯Meme”两条资金偏好路径。

  • 7日资金流入为正,说明中期仍有资金关注度,不是完全失血状态。

  • AI XOVIA强势拉升,显示低位补涨和新题材扩散的可能。

看空论点 · 4

  • 板块24小时和7日表现都偏弱,说明当前热度不足,追高胜率不高。

  • 整体热度分数较低,资金更像是局部博弈而非全面进攻。

  • Fartcoin波动大且偏情绪驱动,回撤风险明显。

  • AI XOVIA成交不算强,持续性需要后续资金验证。

AI 综合结论:AI迷因板块处于弱热度修复期,宜轻仓跟踪龙头与强势补涨,等待情绪回暖再加码。
05

情绪 & KOL 立场

看多占比 70%
AI 综合情绪(最近 7D)看多 70% · 中性 14% · 看空 16%
看多 70%中性 14%看空 16%

vitalik.eth · @VitalikButerin

@VitalikButerin · 6.0M 粉丝

看多

A lot of important progress on Frames (EIP-8141) has been quietly happening over the last few months. Highly recommend reading this, also the updated EIP https://t.co/jYqeS55j6P https://t.co/CPYONKnWZc

1693147

vitalik.eth · @VitalikButerin

@VitalikButerin · 6.0M 粉丝

看多

One optimistic and still very-non-consensus belief I have about the far future of cryptography: I think that there is a 33% chance that, for average real-world computation, there exist ways to implement all three of what I call the Egyptian God Protocols (SNARK, FHE, iO) with 1+ε factor overhead (meaning, for large enough instances, the added overhead of cryptographizing a computation becomes arbitrarily small compared to the base cost of doing the computation itself) And a 60% chance that all three can be done with single-digit overhead (ie. <10x, measured in total cost of energy plus amortized compute) I think there's a good chance we'll get one of these (probably SNARKs with single-digit overhead) by the end of this decade. After all, we're already there for specialized hash functions and for some LLM inference.

1768292

vitalik.eth · @VitalikButerin

@VitalikButerin · 6.0M 粉丝

看多

One positive consequence of all the recent detailed thinking about transaction formats - not just 8141, also "future of state" discussions eg. UTXOs, PBT, keyed nonces, and also recursive STARK mempool - is that we have a much more explicit understanding of how transactions have "actions" and "dependencies", and we can engineer around optimizing the two separately. An action is an effect that a transaction has. A dependency is a fact about the transaction and/or the state that must be true for the transaction to be valid. eg. a signature is a dependency, a Merkle proof of a UTXO is a dependency, a ZK-SNARK (or STARK) is a dependency, a call that sends ETH is an action Dependencies can be processed in parallel. Dependencies that involve state can be reasoned about by a mempool, especially if the specific state accessed is statically declared. Dependencies that are pure (no state calling allowed) can be processed once at the mempool layer and never need to be processed again - and potentially even replaced with a STARK verifying them, allowing not just execution but also data to be elided. In principle, dependencies and actions can all be expressed as calls (if needed, calls to precompiles). This would make the transaction format itself very bare-bones and minimalist (a list of calls, flags for the type of each call eg. dependencies would be static or pure calls, and origin, nonce, etc) and allows maximum cross-compatibility even if different EVM chains have different features. In 2015-era Ethereum, thinking explicitly about these differences was not very important: execution was execution, there were few enough transactions that we could process them all serially, and single-key ECDSA accounts were good enough for everyone. Ethereum's current scaling strategy, however, requires moving beyond that paradigm. Ethereum is beloved by many developers because the execution and state model is so dynamic and flexible. But dynamic and flexible is not friendly to scaling. Fortunately, >90% of Ethereum's activity by volume does not require anything dynamic and flexible. So, we require contracts, accounts and transactions to more explicitly specify what is dynamic and flexible and what is more statically-analyzable but more restrictive, and more statically-analyzable things get the lowest gas cost and thus scale the most. Effectively, learning from the best of both the 2015-era Ethereum model and a more Bitcoin-like model (reminder: Bitcoin has had what I call account abstraction since the beginning), and making a mixture of both (really, the full spectrum between both) available, with gas costs appropriate for the level of scale involved. New state types, the recursive STARK mempool, keyed nonces, etc all go in this direction. This all relates to transaction types, because a general-purpose transaction type is a very natural interface layer on top of which all of this can be implemented, and the current thinking around the EIP-8141 transaction type is going in this exact direction that is friendly to these kinds of future generalizations. So in that sense, 8141 done well is not just a culmination of 10 years of account abstraction work, it's also preparation for the next few years of responsible decentralization-friendly hyper-scaling.

1651279

vitalik.eth · @VitalikButerin

@VitalikButerin · 6.0M 粉丝

看多

Many years of hard work went into the Poseidon family of hashes, and they have provided great real-world value on Ethereum and elsewhere and will continue to do so for several years. They are the reason why it's fast to generate a client-side SNARK for a modern privacy-protocol. The fact that we have ultra-fast general-purpose STARKs (mid-three-digit overhead for basically any batched computation) and may well soon drop to double-digit or even lower is more amazing than anything that we had been hoping for in the early 2020s. Big congratulations to all involved in Poseidon, and all involved in STARKs. https://t.co/cdERDYkj6n

1046146

Michael Saylor · @saylor

@saylor · 5.0M 粉丝

看空

Run like your money depends on it. https://t.co/01GpT0Nuhc

6456481

Cointelegraph · @Cointelegraph

@Cointelegraph · 2.9M 粉丝

看多

🚨 UPDATE: BitMine only needs to buy 200,000 more $ETH to reach their goal. https://t.co/yu93aQaber

59745
06

关键事件时间线 · 板块兴起到当前

8 个节点
2026-08估值修复

当前处于高换手、净流出下的弱势整理

近期板块换手仍高,但资金净流出与热度回落显示市场更偏谨慎,等待新催化。

2025-05生态扩张

AI与迷因融合进入新阶段

AI工具、代理框架与社区传播进一步融合,推动板块从单点炒作转向更广泛的主题轮动。

2025-01风险点

热度分化与高波动回撤

随着同质化叙事增多,板块开始分化,部分标的在高波动中出现明显回撤。

2024-10协议发布

AI代理型项目集中上线

一批以AI代理、陪伴型应用和自动化玩法为核心的项目集中推出,强化板块辨识度。

2024-08机构入场

交易平台与做市关注度提升

更多交易平台与做市资金开始关注该赛道,流动性改善带动短线参与度上升。

2024-06估值修复

小市值AI迷因迎来快速修复

在风险偏好回升和资金追逐新故事的推动下,AI迷因币出现一轮明显估值修复。

2024-04生态扩张

AI代理与工具化叙事扩散

更多项目借助AI代理、自动化交易和内容生成包装叙事,板块可交易标的明显增多。

2024-02板块兴起

AI叙事带动迷因币分支成形

AI相关概念开始外溢到迷因币,交易者围绕“AI代理”“AI生成内容”等标签进行早期轮动。

07

新闻动态

实时同步
加载中...

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