最近的行情正在被两股力量推动:#AI 与加密的深度融合。如果说 x402 点燃了「AI Agent 支付」的火苗,那么 ERC-8004 则在为整个智能体经济补上那块至关重要的“信任拼图”。
x402 的故事我们都见识过——短短几周,从一个冷门协议变成了全民追逐的焦点,相关项目交易量暴涨上百倍;可当热度退去,ERC-8004 悄然登场。它不搞花哨的支付,而是让每个 AI Agent 在链上拥有身份证、履历和信用记录—一个去中心化的工商局、征信系统与认证中心的集合。
简单来说,x402 让机器能付钱,ERC-8004 让机器可信赖。两者合在一起,就是 AI 自主经济的底层逻辑:谁能更快让 AI 之间“雇佣、协作、支付、验证”这一整套闭环跑通,谁就能定义下一轮加密叙事的节奏。
我们正在从“人对机器”的时代,进入“机器对机器”的经济循环。那些跑在最前面的项目——从 Taiko 的低成本执行层,到 EigenLayer 的质押安全网,再到 Virtuals 打造的 AI 代币市场——其实都在为这个世界搭建底座。
如果说 2024 年的叙事是“链上资金流”,那么 2025 年的主线,或许将是“链上智能流”:AI 不再只是工具,而是经济体的一部分。机器开始买单,信任开始上链。
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