Coinworld reports:
Currently, AI tokens are showing excellent buying opportunities in the market. I believe that these tokens will perform well in the upcoming practical bull market and become market leaders.
To help everyone better understand and choose suitable investment targets, we will divide AI tokens into three categories:
Safe Play: Expected return of 10x to 20x.
Decent Play: Expected return of 20x to 50x.
Degen Play: Expected return of 50x to 100x.
This is a biased review of AI × cryptocurrency.
Since the start of this bull market, artificial intelligence has been the hottest and most profitable niche market, along with meme coins.
The launch of OpenAI and Sam Altman’s stepping down has triggered two major waves of artificial intelligence, leading to the launch of a large number of artificial intelligence and cryptocurrency projects, as well as a large number of scams.
In the first and second waves of artificial intelligence, many projects brought exponential returns to early investors but caused heavy losses to later investors.
Each wave has different catalysts, narratives, and patterns, driving the development trends of artificial intelligence.
In the first stage, people had a negative attitude towards this niche market, considering it as short-term speculation. Most people gradually forgot about it until they came into contact with projects like $TAO, $RNDR, and $AKT, which were actually adding value and had real use cases to drive the development of cryptocurrency × artificial intelligence. In this stage, projects related to GPU n computing such as $RNDR and $AKT, as well as first-layer chains for artificial intelligence such as $FET and $ORAI, received a lot of speculation.
Some of these projects were listed on Binance Perpetual, further fueling the artificial intelligence craze and leading to a large number of liquidations, helping to sustain the artificial intelligence speculation. When the first wave of artificial intelligence ended and most projects collapsed by 85%-90%, some CT cults claimed that they predicted that artificial intelligence was just a short-term illusion and boasted that they were right. Most people dumped their artificial intelligence stocks, but a few did not lose faith.
The second wave of artificial intelligence began with Sam Altman’s stepping down, attracting the genuine attention of mainstream individuals and venture capital. Many new artificial intelligence projects appeared in this stage, including tax tokens, leading to many scams.
During this stage, projects such as $PAAL, $ENQAI, $AGC, and $NMT were successively launched, providing exponential returns to individuals who were paying attention and doing research. One benefit of this stage is that it was not dominated by venture capital firms, but rather by retail investors on-chain.
I believe we are at the end of the second wave, with most artificial intelligence projects crashing by 80%-90% from their inception. This is the best time to enter the third wave of artificial intelligence before it begins. I classify them into three categories: based on funds, teams, and risk-return ratio.
Safe options
Moderate options
Aggressive options
Safe gaming strategy
@zero1_labs $DEAI is a decentralized artificial intelligence ecosystem that focuses on enhancing the abilities of developers in the artificial intelligence field by providing tools and support.
Publicly known team
Continuously establishing new partnerships
82-90% of the circulating supply will be removed in the next 12-18 months
Market cap: $25 million
Price: $0.25
(See video for details)
The $DEAI team continues to develop and establish new partnerships. They recently made significant changes to the token vesting schedule to prevent new token supply from reaching market levels before 2025-2026. I believe that $DEAI could break the $2 mark in the next wave of AI.
@fluence_project $FLT has been the first decentralized cloud computing project since 2017, receiving support from @multicoincap and other well-known venture capital firms, with no major unlocks until February 2025.
Market cap: $20 million
Price: $0.35
(See video for details)
$FLT is one of the most underrated AI + DEPIN projects at the moment. It has the potential to perform like $AKT and $RNDR. Despite minimal marketing by the team, they have managed to build a decent community and are very active in product development.
@NetmindAi $NMT is a decentralized AI ecosystem that provides various products such as computing services, model training, chat services, AI + DEPIN + GPU included.
Recipient of the British Business Technology Award
Experienced team with real AI company focus
Market cap: $200 million
Price: $5.6
I believe $NMT will be one of the top 5 AI projects at the end of this bull market. It allows users to rent computing power at an affordable cost to train n-run machine learning models for public use.
@opentensor $TAO is a decentralized artificial intelligence network that drives a market-driven ecosystem for machine intelligence, where peers assess and incentivize valuable work.
Top 2 Crypto × AI projects
Publicly known and experienced team
Listed on top exchanges
Great community
Market cap: $19 billion Price: $275
(See video for details)
$TAO is the leader in the Crypto × AI narrative, and it is the safest bet in AI. It recently listed on Binance and other top exchanges, injecting more liquidity, which could drive its price higher in the next wave of artificial intelligence. I believe that $RNDR and $TAO will still be the top two leading AI projects.
Moderate gaming strategy
@Spectral_Labs it has developed AI and blockchain tools such as grammar, allowing users to easily create on-chain agents by converting natural language into code.
Publicly known team
Supported by well-known venture capital firms
Listed on top exchanges and base chains
Market cap: $65 million
Price: $6.2
(See video for details)
Spectral Labs provides infrastructure tools for creating autonomous agents on-chain. Most $SPEC tokens are locked until November, so there will be no internal selling pressure. This is a reliable AI bet on the base chain and will perform well in the AI season.
@PhalaNetwork $PHA acts as an AI co-processor for the blockchain, utilizing TEE to process sensitive off-chain computations while maintaining verifiability through the blockchain.
AI agent contracts and collaborative processing
Listed on Binance
Publicly known team
Market cap: $88 million
Price: $0.12
(See video for details)
@SturdyFinance $STRDY is the first Defi subnetwork on $TAO supported by @SoftBank, @PanteraCapital, and @ycombinator.
Defi lending platform
TVL exceeding $30 million
Market cap: $5 million
Price: $0.83
I believe it will shine in the AI season and is currently the best test game for $Tao.
Aggressive gaming strategy 50X-100X returns
@shog_AGI is trying to build a distributed and open-source AGI. It provides a set of tools and datasets to build and train models, while also providing some incentives for users.
Market cap: $8 million
Price: $0.04
I think it will be tough when the AI season returns, and not many people are talking about this. @balajis has been promoting this project since last year without a token. Recently, he indirectly tweeted relevant information. I believe it’s still early days, and $SHOG still has a long way to go.
Artificial intelligence is the next major technological revolution, and I believe that cryptocurrency × artificial intelligence will play an important role in it. Although cryptocurrency operates in cycles, people buy, sell, and profit during the cycles. Due to a lack of funds and interest, most projects suffer losses during bear markets, and most projects will slowly disappear after this bull market, with only a very few surviving. Therefore, don’t hesitate, and don’t hold onto the mindset of holding forever.
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