2月27日消息，区块链与人工智能加速融合，AI代理市场规模在两年内翻倍至115.5亿美元，预计到2034年将扩张至2360亿美元。Circle首席执行官指出，AI代理只是开端，数字货币与开放式基础设施将成为支撑自主合约与链上交互的关键。在这一趋势下，Ethereum的战略定位再度受到关注。
近期，Vitalik Buterin提出的“Strawmap”网络框架强调区块生成提速与交易最终性提升，为高频、自动化的AI合约部署提供更高吞吐与更低延迟环境。技术升级方向与AI驱动型应用需求形成呼应，使以太坊在“AI代理部署公链”“智能合约自动执行”“可扩展区块链协议”等赛道中占据先发优势。
尽管Vitalik以约2037美元均价减持19000枚ETH，市场反应相对克制，价格结构保持稳定，显示资金更关注长期基础设施演进而非短期波动。与此同时，BitMine持有约440万枚ETH，其中超过300万枚处于质押状态，并公开表示看好以太坊在AI代理浪潮中的结构性优势。
链上数据亦显示，以太坊在AI代理部署数量上领先第二名公链约40%，凸显其生态成熟度与开发者密度。短线价格波动更多体现风险偏好变化，而非基本面削弱。在AI代理市场高速扩张背景下，以太坊正通过性能优化与生态布局，为争夺下一阶段智能合约应用入口提前铺路。
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