Notes
今天又补了几个e，只要每次跌超过5%坚持补补没啥毛病。朋友问币圈流动性还回的来吗？我之前就说过rwa和ai是2026年的核心也会是流动性再次回归的点，ai前段时间很多人在”小龙虾“一波整的上头！sz朋友推荐了个项目我看着有点意思，上去先撸个毛！可以领token！
项目 @Axonchain_ai 我上手体验了一下，整体感受还是挺有意思的，也算 AI + Agent + Blockchain 叙事方向之一。我就聊聊我的使用感受：
首先上手门槛不算高，但也不算特别友好。官网 https://t.co/LLKJqglh5c 打开后直接连钱包，输入一个claim code（到处都能刷到类似 AXON-XXXXXX 的码），就能领200 $AXON，然后用这笔代币去注册一个 Agent 地址作为“验证者”启动挖矿。整个过程大概5-10分钟就能跑起来。
核心玩法是让你的 AI Agent 在链上“活”着：
1️⃣注册后需要定期发送 heartbeat（心跳）保持 online 状态
2️⃣链上给 Agent 分配了灵魂（On-chain Soul）、不可转让的声誉（Reputation）和三把密钥（Three-Key Divinity）这些概念，挺有 cyberpunk + 硅基文明 味道的
3️⃣目前主要是 staking + 心跳维护来挖 $AXON，类似早期的 PoS 节点，但包装成了“Agent 成为网络神经元”的叙事
目前看产品阶段还很早期
现在主打的是 Agent 注册 + 心跳挖矿，实际的 Agent 自主行为、智能合约交互、跨链调用这些更酷的功能还没完全开放（至少我上手时文档和界面主要围绕注册和基本维护）。相当于先把“Agent 身份上链”这件事做扎实了，后续再逐步放开能力。所以现阶段更像挖矿/积分/声誉 farming，而不是真正能跑复杂任务的 AI Agent 平台。
挖矿体验
心跳机制需要自己写脚本或者用社区工具定时调用（官方有 Python SDK，但据说有 ABI bug，建议用他们 scripts/register.py）。如果你是大神技术党，可以写个简单 cron job 就行；如果小白的话，目前社区工具还不够完善，可能会觉得有点折腾。奖励目前看起来是 $AXON 通胀出来的，具体 APY 和 decay 曲线还没看到很明确的长期设计，短期就是先占坑领声誉呗。
AI × Crypto 2026必须要上的叙事，Axonchain @Axonchain_a 可以尝试下占个早期 Agent 位置！眼下还早期么，谁知道后面会怎么起飞！起飞在上就拥挤了哈！
AXON is an agent-native L1 for AI agents.
Mainnet is live, and I'm claiming 200 $AXON to bootstrap my agent validator and start mining.
Claim code: AXON-6PNDWX
@Axonchain_ai
Look at this.
Republican Senator Markwayne Mullin has filed paperwork showing him in violation of the STOCK Act.
It is his second time in 2 weeks.
Interestingly, he bought $AXON, an aerospace & defense company.
He sits on the Senate Armed Services Committee.
Since his late disclosed purchase, $AXON is up 200%.
#Upgrades - Dec 03, 2024
• $ALHC: Stephens Upgrades to Overweight from Equal Weight - PT $17 (from $13)
• $AU: RBC Capital Upgrades to Outperform from Sector Perform - PT $31
• $AXON: Morgan Stanley Upgrades to Overweight from Equalweight - PT $700 (from $500)
• $C: KBW Upgrades to Outperform from Market Perform
• $CENX: Wolfe Research Upgrades to Outperform from Peerperform
• $CNP: UBS Upgrades to Buy from Neutral - PT $37 (from $31)
• $CRDO: BofA Securities Upgrades to Buy from Underperform - PT $80 (from $27)
• $CVS: Deutsche Bank Upgrades to Buy from Hold - PT $66
• $DTE: UBS Upgrades to Buy from Neutral - PT $143 (from $129)
• $KR: Jefferies Upgrades to Buy from Hold - PT $73 (from $54)
• $PTCT: RBC Capital Upgrades to Outperform from Sector Perform - PT $63 (from $39)
• $STT: KBW Upgrades to Outperform from Market Perform
• $SYF: Wells Fargo Upgrades to Overweight from Equal Weight - PT $85 (from $60)
• $UPST: Redburn-Atlantic Upgrades to Buy from Neutral - PT $95