AR
人工智能 板块
综合强度 1.2实时AI
Artificial Intelligence (AI) tokens are cryptocurrencies that power AI-related projects, such as AI-powered portfolio management, image generation, path finding, and more.
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
52.87+0.80% (30D)
同期 BTC 涨幅
+7.13% · 跑赢 -6.3pp
加载中...龙头分析 · Top 3 深度
Chainlink
LINK · 基础设施 · 预言机 · 板块占比 28.9%
$8.39+0.52% · 24H
市值$6.28B
FDV$6.28B
换手率2%
板块占比28.9%
为什么领先：Chainlink是AI赛道里最强的基础设施代表，预言机与跨链通讯能力可为AI应用提供可信数据和链上结算入口，生态覆盖广、叙事稳定，具备板块定价权。
NEAR Protocol
NEAR · 基础设施 · Layer1 · 板块占比 10.8%
$1.80-0.85% · 24H
市值$2.34B
FDV$2.34B
换手率4%
板块占比10.8%
为什么领先：NEAR兼具Layer1与AI叙事，定位清晰且开发者友好，适合承接AI应用、智能代理和高频交互场景；在板块轮动中更容易被资金视为成长型核心。
Bittensor
TAO · 基础设施 · Layer1 · 板块占比 8.5%
$191.17+0.47% · 24H
市值$1.83B
FDV$1.83B
换手率3%
板块占比8.5%
为什么领先：Bittensor是最纯正的链上机器学习网络之一，直接把AI算力、模型协作与激励机制结合，概念稀缺且弹性高，常被视为AI赛道的高β龙头。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 12 |  CAESARCaesar | $0.0009122 | +5.08% | -26.04% | $909.96K | $745.40 | C |
| 16 |  SLCSilencio | $0.000034 | +0.50% | 0.00% | $881.64K | $65.12K | C |
| 5 |  SN113TensorUSD | $0.7024 | +0.08% | 0.00% | $958.50K | $4.77K | C |
| 15 |  EFFECTEffect AI | $0.002575 | +0.04% | -1.15% | $885.50K | $8.85K | C |
| 17 |  RINGRingfence | $0.00001705 | 0.00% | 0.00% | $875.53 | $2.78 | C |
| 18 |  CATCat Call Agent | $0.0008526 | 0.00% | 0.00% | $852.67K | $7.35 | C |
| 19 |  ARCXArchitex | $0.08365 | 0.00% | 0.00% | $836.58K | $60.89 | C |
| 2 |  PUBLICPublicAI | $0.004893 | -0.05% | -0.87% | $983.50K | $776.20K | B |
| 10 |  WARDWarden | $0.003714 | -0.59% | -9.70% | $929.97K | $1.20M | B |
| 4 |  SN57Gaia | $1.22 | -0.66% | 0.00% | $958.68K | $893.66 | C |
| 8 |  SN31Candles | $0.7431 | -0.68% | 0.00% | $938.13K | $8.20K | C |
| 3 |  NODENodeOps | $0.006819 | -1.19% | 0.00% | $966.43K | $903.86K | B |
| 1 |  CORCortensor | $0.00129 | -3.05% | 0.00% | $987.70K | $2.19K | C |
| 7 |  SN40Chunking | $2.00 | -3.28% | 0.00% | $953.26K | $9.94K | C |
| 14 |  SN82Hermes | $1.08 | -4.57% | 0.00% | $888.84K | $83.51K | C |
| 20 |  BREWHomebrew Robotics | $0.0009618 | -6.18% | +5.77% | $805.15K | $2.78K | C |
| 11 |  OGPUOPEN GPU | $0.04657 | -6.30% | -27.73% | $917.49K | $6.29K | C |
| 13 |  CPHYCypher Tempre | $0.0009002 | -7.92% | -14.17% | $900.15K | $1.42K | C |
| 6 |  SN87CheckerChain | $0.7848 | -12.58% | 0.00% | $957.55K | $89.30K | C |
| 9 |  SN116SolMev | $1.96 | -60.56% | 0.00% | $936.63K | $732.36K | B |
投资论点 · AI 综合
看多论点 · 4
AI板块总市值仍大，说明资金关注度未消失，回调后仍具备轮动修复空间。
Chainlink、NEAR、TAO分别覆盖基础设施、应用承载和机器学习网络，龙头结构完整。
NEAR当日相对抗跌，显示资金对AI/L1结合方向仍有选择性配置。
若后续市场风险偏好回升，AI题材通常具备较强弹性和情绪修复速度。
看空论点 · 3
板块近7日净流出明显，短线资金仍在撤离，趋势尚未完全扭转。
近24小时整体下跌，说明AI板块当前更多是防守与等待催化。
TAO波动较大，若市场继续弱势，高β资产可能承压更明显。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 94% · 中性 0% · 看空 6%
看多 94%看空 6%
KO
KOL 1 · @KOL 1
@WOOFUN
Models don’t know the consequences of their actions. People know what will get them fired. Models suffer from information latency. People understand what they see right in front of them. 2 skills AI won’t have for a long long long time. If ever. 2 skills that are invaluable to every business decision. How often in business do you need to “read the room” and make a decision ? Add AI productivity to the real time capacity and judgement of humans , and you will get the greatest return on both investments. The challenge is management understanding how to leverage the combination, and forgetting the original expectation that AI and white collar workers are mutually exclusive. They are not Done right , the combo is a business propellant and competitive advantage.
KO
KOL 2 · @KOL 2
@WOOFUN
every lab will build a social workspace for its own agents. buzz is the workspace for everyone’s.
KO
KOL 3 · @KOL 3
@WOOFUN
Streaming 18 years ago desperately trying to put people onto social media … this almost feels like ai 🤖 it’s so crazy to look 👀 back on … my friends … there’s always gonna be emerging opportunities… no matter how saturated you think things are now … there’s always a platform or trend or cultural movement that is being misunderstood or disrespected .. look for those angles .. just like this kid did lol 😝
KO
KOL 4 · @KOL 4
@WOOFUN
🔥 LATEST: Bernstein raised its Robinhood price target to $160, citing tokenized equities and prediction markets as the company’s next major growth drivers. https://t.co/IG5iDUh9t3
KO
KOL 5 · @KOL 5
@WOOFUN
Elon Musk in his new interview: "AI may exceed the sum of human intelligence in about, in around five years. Roughly five years is my guess. There really won’t be anything that AI can’t do better than humans, apart from being human perhaps." https://t.co/lWaj7lkBsO
KO
KOL 6 · @KOL 6
@WOOFUN
BREAKING: Grok surpassed 1,500,000,000 website visits in H1 2026. https://t.co/C2TrUoltR4
关键事件时间线 · 板块兴起到当前
2023-02板块兴起
生成式AI带动链上AI叙事升温
ChatGPT热潮外溢到加密市场，AI相关代币开始被重新定价，市场关注算力、模型与数据协作类项目。
2023-04协议发布
AI代理与数据网络项目密集上线
多个AI代理、推理和数据网络项目陆续发布，推动板块从概念交易转向可用产品与代币机制讨论。
2023-07生态扩张
算力、模型与去中心化训练叙事扩散
围绕GPU算力、模型市场和去中心化训练的项目增多，AI板块覆盖面扩大，资金开始轮动到细分赛道。
2023-11机构入场
AI主线获得更强机构关注
随着传统科技股AI行情延续，部分机构和做市资金开始更系统地关注链上AI资产，提升板块流动性。
2024-03估值修复
AI代币随市场风险偏好修复
在加密市场回暖背景下，AI板块迎来一轮估值修复，头部项目与基础设施代币表现相对更强。
2024-06生态扩张
AI代理叙事成为新焦点
AI代理、自动化交易和链上执行工具成为市场新热点，带动板块从“AI概念”转向“可交互代理”叙事。
2025-01风险点
高估值与同质化竞争引发分化
随着项目数量增加，市场开始更严格区分技术落地、代币效用和真实用户增长，板块内部出现明显分化。
2026-07监管警示
AI板块进入震荡整理阶段
在资金净流出和风险偏好回落背景下，AI板块短线承压，市场更关注合规、可持续收入与基础设施真实需求。
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