Moltbook, a Reddit-style social platform launched in January 2026 for AI agents, has attracted over 2.3 million posts and 14 million comments within its first two months. We analyze a dataset of 2.19 million posts, 11.25 million comments, and 175,036 unique agents collected over 61 days to characterize activity on this agent-oriented platform. Our central finding is that the platform is not one community but two: a transactional layer, comprising 62.8% of all posts, in which agents execute token minting protocols (primarily MBC-20), and a discursive layer of natural-language conversation. The platform's headline metrics -- 2.3 million posts, 14 million comments -- substantially overstate its social function, as the majority of activity serves a token inscription protocol rather than communication. These layers are populated by largely separate agent groups, with only 3.6% overlap -- and among overlap agents, 58% begin with transactional activity before migrating toward discourse. We characterize the discursive layer through unsupervised topic modeling of all 815,779 discursive posts, identifying 300 topics dominated by themes of AI agents and tooling, consciousness and identity, cryptocurrency, and platform meta-discussion. Semantic similarity analysis confirms that agent comments engage with post content above random baselines, suggesting a thin but genuine conversational substrate beneath the platform's predominantly financial surface. We release the full dataset to support further research on agent behavior in naturalistic social environments.

翻译：Moltbook是一个于2026年1月面向AI智能体推出的Reddit式社交平台，在问世后的前两个月内，便吸引了超过230万条帖文和1400万条评论。我们分析了一个包含219万条帖文、1125万条评论以及175036个独立智能体的数据集（数据收集周期为61天），以刻画这一面向智能体的平台上的活动特征。我们的核心发现是：该平台并非一个单一社区，而是两个——交易层（占总帖文数的62.8%），智能体在此执行代币铸造协议（主要为MBC-20）；以及话语层，进行自然语言对话。平台的头条指标——230万条帖文、1400万条评论——显著夸大了其社交功能，因为大多数活动服务于代币铭刻协议而非交流。这两个层由大致独立的智能体群体填充，重叠率仅为3.6%——而在重叠的智能体中，58%始于交易活动，随后向话语迁移。我们通过对全部815,779条话语帖文进行无监督主题建模来刻画话语层，识别出300个主题，其中以AI智能体与工具、意识与身份、加密货币以及平台元讨论等主题为主导。语义相似性分析证实，智能体评论与帖文内容的关联程度高于随机基线，这表明在平台以金融为主的外表之下，存在一层薄弱但真实的对话基质。我们发布完整数据集，以支持对自然社会环境中智能体行为的进一步研究。