Binance Research report shows that in the field of AI-related cryptocurrencies, Meme coin dominates with a market share of 41%, while the DeFAI sector that combines AI and decentralized finance currently accounts for only 10% of the share.
The report points out that DeFAI is undergoing a transformation from proof of concept to infrastructure, and its development mainly relies on four core components: AI agent, development framework, protocol layer and trading market. Recent industry dynamics have confirmed the growth trend of DeFAI, such as Tether's newly launched QVAC project, which meets the characteristics of the DeFAI protocol framework. The report also warns of three major risks in this field: unclear ownership of AI agents, lack of operational transparency, and possible abuse in decentralized governance.
Researchers believe that if an effective regulatory framework is established, DeFAI is expected to reshape the on-chain financial system.