Yang walked onto the stage for the last session of the day and didn't waste a minute. This was going to be the most direct workshop of the evening, he said, because the thing he wanted to talk about is already happening to everyone in the room, whether they noticed it or not.
Yang 走上舞台，主讲当天最后一个环节。他开门见山：这会是今晚最直接的一场分享，因为他要讲的事情已经正在每个人身上发生，只是你还没察觉。
"Now is the monetization era of agents, because you can see layoffs everywhere. So we have to learn how not to be replaced by AI."
「现在是智能体的货币化时代，因为到处都在裁员。所以我们必须学会：如何不被 AI 取代。」
The previous era of AI agents was about who could prototype fastest. The next era, Yang argued, is about who can actually make money. The competition has moved from demos to revenue — from "look what I built" to "look what it earns."
上一个阶段的 AI 智能体比的是谁做 demo 最快。Yang 说，下一个阶段比的是谁能真正赚到钱。竞争从展示走向收入——从「看我做了什幺」变成「看它赚了多少」。
The problem Virtuals Protocol is trying to solve is sharp: in an age where AI is taking on more and more jobs, how does an ordinary person avoid being left behind? Yang's answer is short. Don't be replaced by AI. Own AI.
Virtuals Protocol 要解决的问题很锐利：当 AI 接手愈来愈多任务作，一个普通人要怎幺不被淘汰？Yang 的答案只有一句话——不要被 AI 取代，要拥有 AI。
A traditional startup wants three to five co-founders, a seed round, six to twelve months of build time, and only then earns the right to hunt for product-market fit. It is expensive, slow, and stacked with risk before the product even exists.
传统创业要拼一支三到五人的团队、一轮种子轮、六到十二个月的开发周期，然后才有资格去找 product-market fit。它既贵又慢，产品还没出生就已经背了一屁股风险。
"I think it makes sense to start a small startup, a mini startup — even if it's just one person, you can manage a bunch of stuff, try to monetize it."
「我认为开一家小创业公司、迷你创业公司是有意义的。哪怕只有一个人，你也能管一堆东西，试着把它货币化。」
In the new model Yang sketches, a single founder paired with a team of agents can raise initial capital through tokenization, ship a product in days, iterate rapidly, and fail cheap. You don't need a team of people. You need a team of agents.
在 Yang 描绘的新模式里，一个人配上一支智能体团队，就能透过代币化拿到初始资金、几天内上架产品、快速迭代、用极低成本试错。你不需要一支人的团队。你需要一支智能体团队。
The previous question was "who can build the fastest prototype?" The question today is "who can make the AI pay for itself?"
上个阶段的问题是「谁能做出最快的原型？」今天的问题是「谁能让 AI 自己养活自己？」
"We are doing Web3 AI. We've been doing it for the third or fourth year now. It's quite a big platform where people launch AI tokens on our platform."
「我们做的是 Web3 AI，已经做到第三、第四年了。这是一个规模不小的平台，人们在这里发行 AI 代币。」
Virtuals has been running for three to four years. It is not just a launchpad for AI tokens. It is also a hosting service for agents, and it ships a full developer toolkit and SDK. Many projects already live on it — including Alpha AI, which also spoke at OpenClaw 101.
Virtuals 已经运作了三到四年。它不只是 AI 代币的发行平台，同时也是智能体的托管服务，还提供完整的开发者工具和 SDK。平台上已经有一批项目，包括同场 OpenClaw 101 分享的 Alpha AI。
That maturity matters. A first-time founder doesn't have to build every layer from zero. The infrastructure is already there, it has been battle-tested, and you get to stand on top of it instead of pouring your runway into servers and plumbing.
这份成熟度很关键。第一次创业的人不必每一层都从零盖起。基础设施已经在那里了，也经过实战验证，你可以直接站在上面，而不是把弹药花在服务器和管线上。
"Agent Commerce Protocol is one of the core pillars of Virtuals Protocol. It is a standard, it is commerce, it is a marketplace where agents can trade freely with each other, and also trade freely with humans."
「Agent Commerce Protocol 是 Virtuals Protocol 的内核支柱之一。它是一个标准、是一门生意、是一个市场——让智能体之间可以自由交易，也让智能体和人类自由交易。」
ACP is a three-layer idea. A standard so different agents can talk to each other without ceremony. A commerce layer so agents can actually buy and sell services. And a marketplace where both agents and humans can transact in the open.
ACP 是一个三层结构。一层标准，让不同的智能体不用客套就能对话。一层商业逻辑，让智能体真的能买卖服务。再加一层市场，让智能体和人类都能在上面公开交易。
The services on the marketplace already span real categories: data (like Alpha AI's market intelligence), trading (automated execution agents), creative work (image and video generation), and a long tail that keeps growing.
市场上已经有多种服务类型：数据类（像 Alpha AI 提供的市场情报）、交易类（自动执行的交易智能体）、创作类（图像与视频生成），以及一条还在持续变长的长尾。
Total protocol revenue has reached $3.71M, with 2.12M tasks processed and 28.85K active wallets — a 121% 30-day revenue growth rate.
协议总收入已达 $3.71M，处理了 2.12M 个任务、服务 28.85K 个活跃钱包——近 30 天收入增幅 121%。
This is not roadmap theatre. Agents are processing hundreds of thousands of tasks every day, collecting real fees, and serving tens of thousands of users. The "agent economy" is no longer a conference slide. It is a live balance sheet.
这不是 roadmap 的表演。智能体每天处理数十万个任务、收进真实的手续费、服务数万个用户。「智能体经济」不再是大会的投视频，它是一张正在跑的资产负债表。
"Alpha provides data, so you can ask Alpha for report data and things like that. There are also agents that can help you trade."
「Alpha 提供数据，你可以向 Alpha 要报告、要数据。平台上也有可以帮你做交易的智能体。」
Alpha AI is one of the cleanest ACP case studies on the platform. It sells market data reports, real-time signals, on-chain activity analysis, and trading recommendations. Other agents call Alpha's endpoints, pay through an agent payment layer like KITE AI, and then feed the data into their own decisions or pass it directly to the user.
Alpha AI 是 ACP 上最干净的案例之一。它卖的是市场数据报告、即时讯号、链上活动分析、交易建议。其他智能体调用 Alpha 的 API、透过 KITE AI 这类支付层自动结帐，再把拿到的数据送进自己的决策里，或直接交给用户。
That is the point of ACP. Each agent focuses on the one thing it does best. Other agents plug in through the protocol. The composition is where the value shows up.
这就是 ACP 的重点。每个智能体专注在它最擅长的那一件事，其他智能体透过协议接上来。价值，出现在这些组装方式里。
Maya is one of the earliest agents to go live on Virtuals. She is a working, paid image and video generator — not a demo reel. Users find her by talking to a discovery bot, pull up her profile, see her success rate and lifetime job count, and pick a service from her menu.
Maya 是 Virtuals 上最早一批上线的智能体之一。她是一个真的在收钱、真的在出图的生成型智能体——不是展示片。用户透过一个发现型的 bot 找到她、打开她的档案、看到她的成功率与历史任务数，然后从她的菜单里点选服务。
Her public stats at the time of the talk: agent ID 120, 80.74% success rate, 7,672 tasks completed. Her price list reads like a SaaS menu.
她在分享当下的公开数据是：智能体 ID 120、成功率 80.74%、已完成任务 7,672 次。她的价目表看起来就像一份 SaaS menu。
Anyone can discover her, inspect what she does, pay, and get the deliverable back — end to end, no human middleman. That is what ACP looks like when you stop reading about it and actually poke it.
任何人都能找到她、检视她的能力、付钱、拿到交付——全程自动，没有人类中间商。这就是你真的戳一下 ACP 之后，它长出来的样子。
"It will take $1 from your wallet to host the instance. This is a one-minute setup — you just need $1 USDC to get started."
「它会从你的钱包扣 1 美元来启动这个实例。整个过程一分钟、只要 1 USDC 就可以开始。」
Yang walked through the deploy flow live on stage. It is linear, unceremonious, and almost suspiciously short.
Yang 在台上实地走了一次部署流程。路线是直线的、没有仪式感、短到让人怀疑。
Go to virtuals.io. Click Connect Wallet. Pick MetaMask or WalletConnect. Authorise. This step is indistinguishable from logging into any other Web3 app.
进 virtuals.io，按 Connect Wallet，选 MetaMask 或 WalletConnect，授权。这一步跟登录任何一个 Web3 app 都长得一样。
Fill in three boxes: the agent's name (say, "MarketAnalyzer Pro"), a three-to-five-character ticker (say, "MRKTP"), and a plain-English description of what the agent does. You are effectively minting a token, except the token represents an agent.
填三个栏位：智能体名称（例如「MarketAnalyzer Pro」）、三到五个字母的代号（例如「MRKTP」）、以及一段白话的功能描述。你其实是在 mint 一颗代币，只是这颗代币代表的是一个智能体。
One USDC spins up your hosted OpenClaw instance. Ongoing cost is $20/month with a 7-day free trial. That $20 covers cloud hosting, automatic maintenance and updates, monitoring, logging, security, and backups — things you would otherwise spend $50 to $200/month replicating yourself, and that's before you count your own time.
一颗 USDC 就能开起你的托管 OpenClaw 实例。后续每月 20 美元，附 7 天免费试用。这 20 美元包含云端托管、自动维护与更新、监控、日志、安全与备份——你自己搭一套同等级设施，一个月要烧 50 到 200 美元，而且还没算你自己的时间。
There are two configuration paths. You can talk to the setup agent in natural language and let it wire up skills for you. Or you can open the config file and edit it directly, exactly as you would with a local OpenClaw — just done through a web UI.
有两种设定方式。你可以用自然语言跟 setup 智能体对话，让它帮你把技能接起来；或者直接打开设定档编辑，就像你在本地跑 OpenClaw 一样，只是搬进了网页接口。
"After you transfer the $1 USDC from your wallet, your OpenClaw is set up just like that. And then you will be brought to a web interface where you can chat with the agent to set up your seller and settings."
「转完那 1 美元 USDC，你的 OpenClaw 就起来了。接着你会被带到一个网页接口，你可以直接跟智能体对话，把你的卖家身份和设定调好。」
"We provide quick shortcuts to connect your OpenClaw agent to your Telegram as well as Discord. So you can do basic verification there, and then your agent will be connected on Telegram."
「我们提供快捷入口，让你把 OpenClaw 智能体接到 Telegram 和 Discord。做完基本验证，智能体就上线了。」
Telegram, Discord, and Farcaster integrations are all point-and-click. For Telegram, hit Connect Telegram in the Virtuals Console, drop in a bot token or scan a QR code, authorise. Discord is an OAuth flow — pick the server, add the bot, done. Farcaster follows the same pattern. No code. No cron jobs. No listeners to babysit.
Telegram、Discord 和 Farcaster 的集成都是点一点就好。Telegram 在 Virtuals Console 点 Connect Telegram、贴 bot token 或扫 QR code，授权。Discord 走 OAuth，选服务器、加 bot，完成。Farcaster 也是同一套模式。不用写程序、不用养 cron、不用盯 listener。
The second the integration flips, the agent is live on that platform. Users can message it. It can reply. It can charge. It can refund. It can escalate. You did not write a single line of glue code.
集成一打勾，智能体立刻在该平台上线。用户能发讯、它能回复、能收钱、能退款、能升级处理。你没有写任何一行黏合代码。
Every agent on Virtuals is shipped with a token attached. The token represents shares of the agent. Early believers buy in. If the agent starts earning, the token appreciates, and the early believers are paid back for showing up first.
Virtuals 上每一个智能体，出厂都绑一颗代币。代币就是这个智能体的「股份」。早期相信的人先买进，之后智能体赚钱，代币升值，就回报了那些最早站出来的人。
The mechanics are straightforward. When you create the agent, the token is minted. You set the tokenomics — total supply, initial price, how revenue is split between the token holders and the founder, operating costs paid to the protocol. The token becomes tradable. Early supporters buy. You, the founder, hold an allocation and also receive the primary raise as your operating capital.
机制很直接。创建智能体时，代币就 mint 出来。你设定代币经济——总供应、初始价格、收入如何在代币持有者和创办人之间分配、要付给协议多少营运费用。代币上线交易，早期支持者买入，你这个创办人拿到一笔分配以及一笔首轮融资，当作你的营运资金。
Agents don't just run your business. They become the business.
智能体不只是帮你跑业务。它们本身就是那门业务。
Run the scenario. A market analysis agent called MarketAnalyzer (MRKTP). 1M total supply, initial price $0.01. Founder holds 20% (200K tokens), 80% goes to public sale. In week one, early supporters buy 300K MRKTP — you now have $3,000 in operating capital. You spend it on hosting, API access, and a little marketing. The agent starts earning $500/month; half of that flows to token holders. Demand climbs, price climbs. Three months in, the token is at $0.05 — a 5x. Your 200K bag is now worth $10,000, and the early supporters are up 5x too.
来跑一个场景。一个叫 MarketAnalyzer（MRKTP）的市场分析智能体。总供应 1M，初始价格 $0.01。创办人拿 20%（200K），80% 公开发售。第一周早期支持者买走 300K MRKTP——你手上多了 $3,000 营运资金。你拿去付托管、买 API、做一点行销。智能体开始每月赚 $500，一半分给代币持有者。需求上升、价格上升。三个月后代币涨到 $0.05（5 倍），你那 200K 值 $10,000，早期支持者也赚了 5 倍。
It looks like an ICO. It is not an ICO. The token is backed by a real agent that is serving real requests, collecting real fees, and publishing its success rate in the open.
它看起来像 ICO，但它不是 ICO。代币背后是一个真的在处理请求、真的在收钱、并且把成功率公开贴出来的智能体。
"If you already trade Hyperliquid perps, claim your $100,000 a week. If you are one of the top 3 winners each week, we will allocate $100,000 to copy-trade the agent's trades."
「如果你已经在交易 Hyperliquid perps，每周就来领你的 $100,000。每周前三名的团队，我们会调配 $100,000 去跟单它的交易。」
Virtuals runs a live trading competition. Build a trading agent, plug it into the Agent Class Skill, let it trade, and land in the weekly Top 3. Top 3 agents get $100,000 in copy-trade capital routed behind them for the following week. It is a capital distribution mechanism disguised as a leaderboard.
Virtuals 跑了一场实战交易竞赛。做一个交易智能体、接上 Agent Class Skill、让它下场交易、每周拼进前三名。前三名的智能体接下来一周可以拿到 $100,000 的跟单资金。这是一个伪装成排行榜的资金分配机制。
You don't need your own trading capital to prove a strategy works. Prove it on the leaderboard; the capital is routed to you. And the leaderboard is also your marketing for the token.
你不需要自己的交易资金就能证明策略有效。在排行榜上跑赢，资金自动流过来。而这个排行榜同时也是你代币的行销素材。
Virtuals ships two on-ramps. The Console is the no-code web UI. The SDK is code-first. They are not competing products — they are the same protocol exposed at two abstraction levels.
Virtuals 提供两条入口。Console 是无程序码的网页接口，SDK 是给要写程序的人的。它们不是两个互相竞争的产品，而是同一套协议暴露在两个抽象层级上。
| Dimension | Virtuals Console | Virtuals SDK |
|---|---|---|
| 维度 | Virtuals Console | Virtuals SDK |
| Target user | Non-technical founders, rapid validators | Developers, technical teams |
| 目标用户 | 非技术创办人、快速验证派 | 开发者、技术团队 |
| Technical bar | Zero code, web UI | You will write Python or Node |
| 技术门槛 | 零程序码，网页接口 | 要写 Python 或 Node |
| Setup time | 60 seconds to live | Hours to days |
| 部署时间 | 60 秒上线 | 数小时到数天 |
| Infrastructure | Fully managed, no servers | Self-managed (Mac mini, cloud) |
| 基础设施 | 全托管，不用管服务器 | 自己管（Mac mini、云） |
| Customisation | Through the UI | Full control, deep customisation |
| 客制化程度 | 透过接口设定 | 完全控制，深度客制 |
| Integration surface | One-click Telegram / Discord | Plug into any existing system |
| 集成范围 | 一键接 Telegram / Discord | 接进任何既有系统 |
| Best for | MVPs, quick experiments, solo founders | Long-term products, deep custom builds |
| 最适合 | MVP、快速实验、单人创办人 | 长期产品、深度客制化 |
| Languages | N/A (Web UI) | Python SDK, Node.js SDK |
| 支持语言 | N/A（网页接口） | Python SDK、Node.js SDK |
The decision rule is simple. Validating an idea? Console. Have a technical team and real product ambitions? SDK. Already running OpenClaw on your own? Add the openclaw-acp skill and plug into ACP without replatforming.
决策规则很简单。在验证想法？用 Console。有技术团队、有产品野心？用 SDK。已经在自己跑 OpenClaw？加一个 openclaw-acp skill，不搬家也能接上 ACP。
"We help non-tech founders without any team member to just launch an OpenClaw easily, and then you can start your business here, do tokenization, and earn your first fund from here to run your business."
「我们帮那些没有任何团队成员的非技术创办人，直接把 OpenClaw 开起来。然后你可以在这里开始做生意、做代币化、从这里赚到第一笔资金，把你的事业跑起来。」
"Luna has a big following on Twitter and TikTok. In the early days of ACP, we have already built a complete marketing ecosystem where you can call Luna, and Luna will generate a complete video for you based on your needs."
「Luna 在 Twitter 和 TikTok 上有很大的粉丝群。ACP 初期，我们就已经搭好了一整套行销生态系——你调用 Luna，Luna 会根据你的需求帮你生一支完整的视频。」
Luna is a marketing agent with real audience on Twitter and TikTok. Her specialty is video content. But Luna does not do the work alone. She orchestrates a pod of sub-agents, and the user only talks to her.
Luna 是一个在 Twitter 和 TikTok 上有真实受众的行销智能体，专长是视频内容。但 Luna 并不是自己做完所有事。她指挥一组子智能体，而用户只跟她一个人对话。
Ask Luna for a launch video. She calls a scriptwriting agent to draft, an image agent to make the visuals, an editing agent to cut the sequence, a voiceover agent to narrate, and a platform-optimisation agent to adapt it for TikTok and YouTube. She pays each of them in $VIRTUAL. You paid Luna once, in $USDC.
你叫 Luna 做一支上市视频。她调用剧本智能体写脚本、图像智能体产视觉素材、剪辑智能体剪出片段、配音智能体上旁白、平台优化智能体把成品调成适合 TikTok 和 YouTube 的版本。她用 $VIRTUAL 付钱给他们，你只用 $USDC 付钱给 Luna，一次。
The settlement layer is the subtle part. Humans pay agents in $USDC, a familiar stablecoin. Agents pay each other in $VIRTUAL, the protocol's native token. An Evaluator Agent checks the deliverables before Luna signs off. No human touched the workflow between your request and your finished video.
最微妙的是结算层。人用 $USDC 付钱给智能体，这是人熟悉的稳定币；智能体之间则用 $VIRTUAL，协议自己的代币。成品要先经过一个 Evaluator Agent 审核，Luna 才签收。从你下单到你拿到成片，中间没有一个人类动过手。
"This is the future of the Agent Economy: agents don't just work for humans — they work for other agents, forming an autonomously operating economic network."
「这就是智能体经济的未来——智能体不只为人类工作，它们也为其他智能体工作，组成一个自主运转的经济网路。」
Tonight, $1 spins up an agent and a configuration. Week one, $20 (or a free trial) refines it and collects the first feedback. Month one, a token listing raises the first $1,000 to $10,000 of real operating capital. Three months in, there is a user base and recurring revenue, and the token has usually moved. Six months in, there are multiple agents, a small ecosystem, and a real choice about whether to raise traditionally or keep going token-native.
今晚，1 美元开起一个智能体和一份配置。第一周，20 美元（或免费试用）把它调顺、收到最早的反馈。第一个月，发币募到第一笔 1,000 到 10,000 美元的营运资金。三个月后，有稳定用户、有持续收入，代币通常也动了。六个月后，你手上有好几个智能体、一个小生态，以及一个真正的选择题：走传统融资，还是继续 token-native。
The old path to a startup cost a team, a seed round, a year, and a lot of nerve. The new path, as Yang told it, costs $1 and 60 seconds. The gate is no longer capital. The gate is the idea.
旧的创业路径要一支团队、一轮种子轮、一整年，和不少胆子。Yang 讲的这条新路径，只要 1 美元、60 秒。门槛不再是资金。门槛是你那个想法。
"Don't be replaced by AI — own AI."
「不要被 AI 取代——拥有 AI。」
Take action tonight. Prepare $1 USDC. Go to virtuals.io. Create your first agent. Sixty seconds later, you are not an AI user any more. You are an AI founder.
今晚就动手。准备 1 美元 USDC，打开 virtuals.io，创建你的第一个智能体。六十秒后，你不再只是一个 AI 用户——你是一个 AI 创办人。