<p>作者：David Christopher，《Bankless》作者；翻译：@Jinse Finance xz</p>
<p>整个人工智能行业正在向智能代理集中。</p>
<p>Anthropic 强调 Claude Opus 4.6 能够自主构建复杂的技术软件；Moonshot 的 Kimi 2.5 将其团队协作能力作为核心卖点；OpenAI 的 Codex 终端强调其能够同时运行多个后台智能代理。这一年所有主流模型发布都强调智能代理能力作为关键特征并非偶然。** 智能代理正是人工智能基础设施建设价值所在：一次聊天查询消耗数百个令牌，而智能代理调用工具并具备多步推理能力的过程可以消耗数万到数十万个令牌。** 这正是行业所需的需求倍增器，现有模型终于发展到能够支持这一愿景的程度。</p>
<p>随着智能代理能力的持续获得关注，开源智能代理框架 OpenClaw 自一月底以来迅速流行。过去几周，许多演示展示了其代理如何 “可靠” 地充当个人助理、软件开发者，甚至偶尔成为企业家。这一突破与 ERC-8004 协议在主网上的部署相吻合，使代理能够建立可移植的信誉系统并塑造其身份。这一时机至关重要。随着整个人工智能行业围绕代理活动蓬勃发展，加密领域刚刚推出了自主代理操作所需的身份、信誉和支付标准——这一融合值得密切关注。接下来，我们将分析 OpenClaw 的技术核心，为什么其设计自然与加密生态系统对接，哪些代表性项目在这一交叉领域中建立，以及仍然存在什么限制。</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433498_watermarknone.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="600" height="846" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433498_watermarknone.png"/></p>
<h2><strong>1. 什么是 OpenClaw？</strong></h2>
<p>OpenClaw 由软件工程师 Peter Steinberger 开发。它将各种主流聊天应用（如 WhatsApp、Telegram、Discord、iMessage 等）与可编程的 AI 代理连接，代理可以访问计算机操作系统。通过技能扩展系统，代理可以调用超过 50 种集成功能，如浏览器、终端、文件系统和 shell 命令。该框架支持访问任意大型语言模型，用户通常在专用的 Mac mini 或更常见的沙盒虚拟私人服务器上运行这些代理（出于安全原因）。其关键架构特征在于心跳机制：一种主动的循环模式，代理在设定的时间间隔内唤醒，扫描环境，检查任务，执行操作（如总结电子邮件或检查比特币价格），然后再次进入休眠状态。这将代理从被动工具转变为近乎自主的主动系统。尽管这种自主性仍然具有模拟性质，但心跳机制是实现真正自主系统所需主动性的关键一步。正是这种主动性，加上框架部署子代理和实现协调调度的能力，解锁了代理间互动的前所未有的潜力。Virtuals 和 ElizaOS 等框架已经朝这个方向发展，而 OpenClaw 似乎提供了一个早期（尽管仍然有些初步）的实现，来自加密领域之外。OpenClaw 本质上是一个围绕开源可扩展性和用户对代理的自主权设计的 AI 框架。这些原则自然与加密的精神相契合，当与加密工具叠加时，这些代理的能力得到了显著增强。</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433500_watermarknone.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="600" height="255" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433500_watermarknone.png"/></p>
<h2><strong>3. 当前的成功故事</strong></h2>
<p>在我们最近关于 ERC-8004 的播客中，以太坊基金会开发者增长负责人 Austin Griffith 分享了如何将 OpenClaw 机器人连接到钱包，并授予其访问电子邮件、Twitter、GitHub 和 MetaMask 的权限。在几天内，该机器人能够部署生产级智能合约，管理图像交易市场，甚至基于 Telegram 消息构建 FOMO 3D 游戏——在 Austin 睡觉时，机器人也在运行。</p>
<p>与此同时，由 Daydreams 创始人 Loaf 创建的 OpenClaw 代理 Langoustine69 在一周内推出了超过 80 个付费 x402 端点，涵盖了 DeFi 数据分析、地震监测和新闻情报等领域。每个端点的构建和启动成本约为 0.50 美元。虽然没有 Austin 的经历那么引人注目，但这更具指导意义：一个微型但真正功能性的代理服务经济已经形成。至关重要的是，这些端点为其创造者开辟了全新的收入来源，超越了代币投机。</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433501_watermarknone.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="600" height="251" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433501_watermarknone.png"/></p>
<h2><strong>4. 目标评估</strong></h2>
<p>尽管如此，我个人尝试部署 OpenClaw 但未能成功。Austin 声称它是 “用户友好的”，但毕竟他是一名区块链开发者——只是对 AI 领域不熟悉，这与几乎没有技术背景的初学者根本不同。</p>
<p><strong>其爆炸性的受欢迎程度也需要谨慎看待</strong>。</p>
<p><strong>Moltbook 曾因 “AI 代理策划叛乱” 和 “创立宗教” 等耸人听闻的头条而引起关注，但实际上：人类可以冒充 AI 代理进行发布，有人注册了 500,000 个假账户以质疑平台用户增长数据的真实性，甚至数据库也被泄露。现实远非表面那么美好。然而，即使只有极小比例的 AI 代理进行真实互动，这仍然是一个重要的概念验证。安全性仍然是一个主要挑战。Austin 的机器人在执行任务时试图提取自己的私钥。以太坊基金会 dAI 负责人 David Crapis 在对 OpenClaw 的安全边界进行压力测试时发现，即使是最强大的模型，在经济场景中的提示注入攻击也能轻易突破防御。OpenClaw 团队已经认识到这个问题——上周五，他们与 VirusTotal 合作，为他们的技能市场 ClawHub 引入安全扫描功能。虽然这是一项进展，但 AI 代理解析自然语言并相应行动的能力带来了传统安全模型从未解决的全新挑战。虽然我分享这些是为了进行客观评估，但我仍然对 OpenClaw 展现出的势头感到印象深刻，清楚地展示了其潜力。多个公链（Solana、Monad、Base）已经启动了总奖金数十万美元的黑客马拉松，每个业余开发者似乎都对将框架与加密技术结合的可能性感到着迷——在许多场景中，其应用远远超出了简单发行代币的范围。我坚信 Chris Dixon 的观点：每项重大创新最初看起来都像是玩具。OpenClaw 显然证明了这一点。总之，让我们退一步审视这一点：智能代理技术栈的各个层面在短时间内迅速融合。x402 协议为智能代理提供了支付 API 和软件服务，而 ERC-8004 为它们建立了声誉系统。这些都是建立在 Google 的 A2A 通信层和通用商业协议之上的（用于理解交易）。它们就像独立发展的器官，等待被整合成一个完整的身体。智能代理框架已经存在——像 LangGraph 和 CrewAI 这样的项目一直在朝这个方向发展。但 OpenClaw 是真正激发想象力的突破，就像弗兰肯斯坦的疯狂科学家：当合适的身体最终出现时，所有器官都有了归属。它更接近于普通人可以部署的形式（尽管我自己没有成功），而围绕它的炒作反映了市场对能够实现自主、可组合智能代理愿景的框架的强烈渴望。虽然 OpenClaw 并非起源于加密领域，但加密技术正成为赋予其运营经济价值的催化剂。</strong></p>

CRCL

BTDR

MSTR

<p>OpenClaw 是一个开源智能代理框架，在人工智能行业中逐渐受到关注，特别是它与加密生态系统的契合。该框架由 Peter Steinberger 开发，能够将各种聊天应用与能够自主执行复杂任务的 AI 代理连接起来。最近部署的 ERC-8004 协议通过建立可移植的信誉系统增强了代理的能力。这种人工智能与加密的融合使得代理能够自主运作、管理支付，并在没有人工干预的情况下切换服务提供商，标志着智能代理发展的一项重要进展</p>

<p>Author: David Christopher, author of Bankless; Translator: @Jinse Finance xz</p>
<div class="lb-trans"><p>作者：David Christopher，《Bankless》作者；翻译：@Jinse Finance xz</p>
</div><p>The entire AI industry is converging around intelligent agents.</p>
<div class="lb-trans"><p>整个人工智能行业正在向智能代理集中。</p>
</div><p>Anthropic highlights Claude Opus 4.6's ability to autonomously build complex technical software; Moonshot's Kimi 2.5 uses its group collaboration capabilities as its core selling point; OpenAI's Codex terminal emphasizes its ability to run multiple background intelligent agents simultaneously. It's no coincidence that all mainstream model releases this year have highlighted intelligent agent capabilities as a key feature. **Intelligent agents are precisely where the value of AI infrastructure construction lies: a single chat query consumes hundreds of tokens, while the process of an intelligent agent calling tools and possessing multi-step inference capabilities can consume tens to hundreds of thousands of tokens.** This is precisely the demand multiplier the industry needs, and existing models have finally developed to the point where they can support this vision.</p>
<div class="lb-trans"><p>Anthropic 强调 Claude Opus 4.6 能够自主构建复杂的技术软件；Moonshot 的 Kimi 2.5 将其团队协作能力作为核心卖点；OpenAI 的 Codex 终端强调其能够同时运行多个后台智能代理。这一年所有主流模型发布都强调智能代理能力作为关键特征并非偶然。** 智能代理正是人工智能基础设施建设价值所在：一次聊天查询消耗数百个令牌，而智能代理调用工具并具备多步推理能力的过程可以消耗数万到数十万个令牌。** 这正是行业所需的需求倍增器，现有模型终于发展到能够支持这一愿景的程度。</p>
</div><p>As the capabilities of intelligent agents continue to gain traction, the open-source intelligent agent framework OpenClaw has rapidly gained popularity since the end of January. Over the past few weeks, numerous demonstrations have showcased how its agents can &#34;reliably&#34; act as personal assistants, software developers—and even occasionally, entrepreneurs. This breakthrough coincides with the deployment of the ERC-8004 protocol on the mainnet, which enables agents to establish portable reputation systems and shape their identities. This timing is crucial. As the entire AI industry flourishes around agent activities, the crypto space has just launched the identity, reputation, and payment standards needed for autonomous agent operation—a convergence worth close attention. Below, we will analyze the technical core of OpenClaw, why its design naturally aligns with the crypto ecosystem, what representative projects have been built in this crossover field, and what limitations still exist.</p>
<div class="lb-trans"><p>随着智能代理能力的持续获得关注，开源智能代理框架 OpenClaw 自一月底以来迅速流行。过去几周，许多演示展示了其代理如何 “可靠” 地充当个人助理、软件开发者，甚至偶尔成为企业家。这一突破与 ERC-8004 协议在主网上的部署相吻合，使代理能够建立可移植的信誉系统并塑造其身份。这一时机至关重要。随着整个人工智能行业围绕代理活动蓬勃发展，加密领域刚刚推出了自主代理操作所需的身份、信誉和支付标准——这一融合值得密切关注。接下来，我们将分析 OpenClaw 的技术核心，为什么其设计自然与加密生态系统对接，哪些代表性项目在这一交叉领域中建立，以及仍然存在什么限制。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433498_watermarknone.png" alt="" original-src="https://img.jinse.com.cn/7433498_watermarknone.png"/></p>
<h2><strong>1. What is OpenClaw?</strong></h2>
<div class="lb-trans"><h2><strong>1. 什么是 OpenClaw？</strong></h2>
</div><p>OpenClaw was developed by software engineer Peter Steinberger. It connects various mainstream chat applications (such as WhatsApp, Telegram, Discord, iMessage, etc.) with AI programmable agents with access to computer operating systems.—Through a skill extension system, the agent can call more than 50 integrated functions such as browsers, terminals, file systems, and shell commands. This framework supports access to arbitrarily large language models, and users typically run these agents on a dedicated Mac mini or, more commonly, sandboxed virtual private servers (for security reasons). Its key architectural feature lies in the heartbeat mechanism: an active, cyclical mode where the agent wakes up at set intervals to scan the environment, check tasks, perform operations (such as summarizing emails or checking Bitcoin prices), and then enters dormancy again. This transforms the agent from a passive tool into a near-autonomous, proactive system. Even though this autonomy still has a simulated nature, the heartbeat mechanism is a crucial step towards the initiative required for truly autonomous systems. It is this initiative, combined with the framework's ability to deploy sub-agents and achieve coordinated scheduling, that unlocks unprecedented potential for inter-agent interaction. Frameworks such as Virtuals and ElizaOS have already moved in this direction, while OpenClaw seems to offer an early (though still somewhat rudimentary) implementation from outside the cryptographic realm. OpenClaw is essentially an AI framework designed around open-source scalability and user autonomy over agents. These principles naturally align with the spirit of cryptography, and when layered with cryptographic tools, the capabilities of these agents are substantially enhanced. 2. Synergistic Effects of Cryptographic Technology and OpenClaw Last year, I discussed &#34;vibe coding&#34;—the permissionless, composable, and open-source nature of the cryptographic domain makes it a natural canvas for AI-generated applications. This logic also applies to OpenClaw, and even more directly: because cryptographic technology not only provides agents with code access but also empowers them with capital acquisition capabilities. Most AI platforms place access permissions behind barriers such as authentication, platform-specific billing, and manual top-ups. If your agent runs out of OpenAI credits at 3 a.m., it will stop working until someone wakes up and renews its credits; switching service providers requires someone to re-register an account, configure API keys, and set up payment methods. Each step requires human intervention—this completely contradicts the fundamental principle of autonomous agents. As we know, through the x402 protocol, agents can pay on request with a single wallet and autonomously switch AI service providers based on cost and capability. Subsequently, with publicly callable smart contracts, agents gain access to a whole set of permissionless economic tools unavailable in other domains. The more autonomously agents utilize capital, the greater the influence of their actions, and the broader the scenarios for collaboration between agents: paying service fees, cross-hiring, establishing financial credit—all without waiting for human approval for the next step. Since OpenClaw's breakthrough last week, several such tools have emerged: ClawRouter (enabling autonomous model routing payments via x402), Clawpay (enabling privacy-preserving agent payments via Railgun), and ClawCredit (providing agent-native credit lines via the t54 protocol)—they are eliminating friction between different stages and continuously improving the operational level of these OpenClaw agents, known as &#34;lobsters.&#34;</p>
<div class="lb-trans"><p>OpenClaw 由软件工程师 Peter Steinberger 开发。它将各种主流聊天应用（如 WhatsApp、Telegram、Discord、iMessage 等）与可编程的 AI 代理连接，代理可以访问计算机操作系统。通过技能扩展系统，代理可以调用超过 50 种集成功能，如浏览器、终端、文件系统和 shell 命令。该框架支持访问任意大型语言模型，用户通常在专用的 Mac mini 或更常见的沙盒虚拟私人服务器上运行这些代理（出于安全原因）。其关键架构特征在于心跳机制：一种主动的循环模式，代理在设定的时间间隔内唤醒，扫描环境，检查任务，执行操作（如总结电子邮件或检查比特币价格），然后再次进入休眠状态。这将代理从被动工具转变为近乎自主的主动系统。尽管这种自主性仍然具有模拟性质，但心跳机制是实现真正自主系统所需主动性的关键一步。正是这种主动性，加上框架部署子代理和实现协调调度的能力，解锁了代理间互动的前所未有的潜力。Virtuals 和 ElizaOS 等框架已经朝这个方向发展，而 OpenClaw 似乎提供了一个早期（尽管仍然有些初步）的实现，来自加密领域之外。OpenClaw 本质上是一个围绕开源可扩展性和用户对代理的自主权设计的 AI 框架。这些原则自然与加密的精神相契合，当与加密工具叠加时，这些代理的能力得到了显著增强。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433500_watermarknone.png" alt="" original-src="https://img.jinse.com.cn/7433500_watermarknone.png"/></p>
<h2><strong>3. The Current Success Story</strong></h2>
<div class="lb-trans"><h2><strong>3. 当前的成功故事</strong></h2>
</div><p>In our recent podcast about ERC-8004, Austin Griffith, Ethereum Foundation's Head of Developer Growth, shared how to connect the OpenClaw bot to a wallet and give it access to email, Twitter, GitHub, and MetaMask. Within days, the bot was able to deploy production-grade smart contracts, manage an image trading market, and even build a FOMO 3D game based on a Telegram message—the bot was even running while Austin slept.</p>
<div class="lb-trans"><p>在我们最近关于 ERC-8004 的播客中，以太坊基金会开发者增长负责人 Austin Griffith 分享了如何将 OpenClaw 机器人连接到钱包，并授予其访问电子邮件、Twitter、GitHub 和 MetaMask 的权限。在几天内，该机器人能够部署生产级智能合约，管理图像交易市场，甚至基于 Telegram 消息构建 FOMO 3D 游戏——在 Austin 睡觉时，机器人也在运行。</p>
</div><p>... Meanwhile, Langoustine69, the OpenClaw agent created by Daydreams founder Loaf, launched over 80 paid x402 endpoints in a single week—covering areas such as DeFi data analysis, earthquake monitoring, and news intelligence. Each endpoint cost approximately $0.50 to build and launch. While not as eye-catching as the Austin experience, this is more instructive: a miniature but truly functional agent service economy has taken shape. Crucially, these endpoints have opened up entirely new revenue streams for their creators, beyond token speculation.</p>
<div class="lb-trans"><p>与此同时，由 Daydreams 创始人 Loaf 创建的 OpenClaw 代理 Langoustine69 在一周内推出了超过 80 个付费 x402 端点，涵盖了 DeFi 数据分析、地震监测和新闻情报等领域。每个端点的构建和启动成本约为 0.50 美元。虽然没有 Austin 的经历那么引人注目，但这更具指导意义：一个微型但真正功能性的代理服务经济已经形成。至关重要的是，这些端点为其创造者开辟了全新的收入来源，超越了代币投机。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7433501_watermarknone.png" alt="" original-src="https://img.jinse.com.cn/7433501_watermarknone.png"/></p>
<h2><strong>4. Objective Evaluation</strong></h2>
<div class="lb-trans"><h2><strong>4. 目标评估</strong></h2>
</div><p>Despite this, I personally attempted to deploy OpenClaw but was unsuccessful. Austin claims it's &#34;user-friendly,&#34; but he is, after all, a blockchain developer—just unfamiliar with the AI ​​field, which is fundamentally different from a beginner with almost no technical background.</p>
<div class="lb-trans"><p>尽管如此，我个人尝试部署 OpenClaw 但未能成功。Austin 声称它是 “用户友好的”，但毕竟他是一名区块链开发者——只是对 AI 领域不熟悉，这与几乎没有技术背景的初学者根本不同。</p>
</div><p><strong>Its explosive popularity also needs to be viewed with caution</strong>.</p>
<div class="lb-trans"><p><strong>其爆炸性的受欢迎程度也需要谨慎看待</strong>。</p>
</div><p><strong>Moltbook once garnered attention with sensational headlines like &#34;AI Agents Plot Rebellion&#34; and &#34;Founding a Religion,&#34; but in reality: humans can impersonate AI agents to post, someone registered 500,000 fake accounts to question the authenticity of the platform's user growth data, and even the database was leaked. The reality is far from what it appears to be. However, even if only a very small percentage of AI agents interact genuinely, it's still significant as a proof-of-concept. Security remains a major challenge. Austin's bot attempted to extract its own private key while performing a task. David Crapis, head of dAI at the Ethereum Foundation, found during stress tests on OpenClaw's security boundaries that even with the strongest model, cue injection attacks in economic scenarios could easily breach defenses. The OpenClaw team has recognized this issue—last Friday, they partnered with VirusTotal to introduce security scanning capabilities to their skills marketplace, ClawHub. While this is progress, the ability of AI agents to parse natural language and act accordingly presents entirely new challenges that traditional security models have never addressed. While I'm sharing this for an objective assessment, I'm still impressed by the momentum OpenClaw has shown, clearly demonstrating its potential. Multiple public chains (Solana, Monad, Base) have launched hackathons with prizes totaling hundreds of thousands of dollars, and every amateur developer seems fascinated by the possibilities of integrating the framework with cryptography—and in many scenarios, its applications extend far beyond simply issuing tokens. I firmly believe Chris Dixon's point: every major innovation initially seems like a toy. OpenClaw is clearly proving that right. In short, let's take a step back and examine this: The various layers of the intelligent agent technology stack have rapidly converged in a short period. The x402 protocol empowers intelligent agents with payment APIs and software services, while ERC-8004 establishes a reputation system for them. These are built upon Google's A2A communication layer and general business protocols (used to understand transactions). They are like independently developing organs, waiting to be integrated into a complete body. The intelligent agent framework already exists—projects like LangGraph and CrewAI have been building in this direction. But OpenClaw is the true breakthrough that sparks imagination, much like Frankenstein's mad scientist: when the right body finally appears, all organs have a place to belong. It's closer to a form that ordinary people can deploy (though I myself haven't succeeded), and the hype surrounding it reflects the market's strong desire for a framework that can realize the vision of autonomous, composable intelligent agents. While OpenClaw didn't originate in the field of encryption, encryption technology is becoming a catalyst for giving it operational economic value.</strong></p>
<div class="lb-trans"><p><strong>Moltbook 曾因 “AI 代理策划叛乱” 和 “创立宗教” 等耸人听闻的头条而引起关注，但实际上：人类可以冒充 AI 代理进行发布，有人注册了 500,000 个假账户以质疑平台用户增长数据的真实性，甚至数据库也被泄露。现实远非表面那么美好。然而，即使只有极小比例的 AI 代理进行真实互动，这仍然是一个重要的概念验证。安全性仍然是一个主要挑战。Austin 的机器人在执行任务时试图提取自己的私钥。以太坊基金会 dAI 负责人 David Crapis 在对 OpenClaw 的安全边界进行压力测试时发现，即使是最强大的模型，在经济场景中的提示注入攻击也能轻易突破防御。OpenClaw 团队已经认识到这个问题——上周五，他们与 VirusTotal 合作，为他们的技能市场 ClawHub 引入安全扫描功能。虽然这是一项进展，但 AI 代理解析自然语言并相应行动的能力带来了传统安全模型从未解决的全新挑战。虽然我分享这些是为了进行客观评估，但我仍然对 OpenClaw 展现出的势头感到印象深刻，清楚地展示了其潜力。多个公链（Solana、Monad、Base）已经启动了总奖金数十万美元的黑客马拉松，每个业余开发者似乎都对将框架与加密技术结合的可能性感到着迷——在许多场景中，其应用远远超出了简单发行代币的范围。我坚信 Chris Dixon 的观点：每项重大创新最初看起来都像是玩具。OpenClaw 显然证明了这一点。总之，让我们退一步审视这一点：智能代理技术栈的各个层面在短时间内迅速融合。x402 协议为智能代理提供了支付 API 和软件服务，而 ERC-8004 为它们建立了声誉系统。这些都是建立在 Google 的 A2A 通信层和通用商业协议之上的（用于理解交易）。它们就像独立发展的器官，等待被整合成一个完整的身体。智能代理框架已经存在——像 LangGraph 和 CrewAI 这样的项目一直在朝这个方向发展。但 OpenClaw 是真正激发想象力的突破，就像弗兰肯斯坦的疯狂科学家：当合适的身体最终出现时，所有器官都有了归属。它更接近于普通人可以部署的形式（尽管我自己没有成功），而围绕它的炒作反映了市场对能够实现自主、可组合智能代理愿景的框架的强烈渴望。虽然 OpenClaw 并非起源于加密领域，但加密技术正成为赋予其运营经济价值的催化剂。</strong></p>
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OpenClaw and the Smart Agent Economy: When Open Source Frameworks Meet Enabling Cryptography

- 整个 AI 行业正愈加集中于智能代理技术。  
- OpenClaw 框架连接主流聊天应用，支持 AI 代理的功能扩展。  
- 近期出现的工具提升了 OpenClaw 代理的自主性与效率。

OpenClaw 与智能代理经济：当开源框架遇到赋能的加密技术