AI tokens are rising across the board, comprehensively sorting out the next wave of potential explosion points of Crypto AI

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In October 2024, since the launch of AI Meme - GOAT and the AI Agent concept, Crypto began accelerating its integration with AI. Concepts like Game+AI, DeFAI, and AIAgent Swarm emerged, with new conceptual projects appearing almost weekly, until January 18th when Trump announced the issuance of MemeCoin, directly draining market liquidity and bursting the CryptoAI bubble. Two days later, DeepSeek announced its open-source R1 model, and after weeks of fermentation, the AI concept stocks in the US stock market also saw their bubble burst. With $6 million able to create a large model, retail investors buying the dips on CryptoAI with a $60 million market value were once defined by the community as "intellectually insufficient leeks". This trend, coupled with the collective dive of AI concept stocks, naturally led to a spiral death of coin prices, and since then, the AI concept in Crypto gradually faded. One quarter later, the CryptoAI wave returned to the market, seemingly bringing some new concepts. AI Ecosystem Token Issuance Platforms Show Their Unique Strengths After the successful case of Pumpfun, Crypto sparked a wave of asset issuance platforms. During the previous AI Agent trend, frameworks and AI distribution networks/LaunchPads were the two domains with the highest fully diluted valuation. As developer communities like Ai16z developed, they discovered the limited capabilities of frameworks, especially in capturing value in Crypto. Therefore, surviving frameworks gradually transformed into LaunchPads. However, AI LaunchPads were also struggling, primarily because existing LaunchPads could not meet the issuance needs of AI products. To prepare for the next AI wave, project parties began seeking solutions.

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The Intern is an AI assistant that helps with operations, capable of promoting, replying, and managing communities on X. It can understand community culture through deep learning and generate images using TADA. Currently collaborating with Pudgypenguins to launch the Penguin Intern and operating its own Twitter. Based on the quality of Twitter operations, if it can be independently run by AI at this level and scaled up, it would be a promising product.

BuzzingClub

BuzzingClub is a prediction market platform where the project believes the future of prediction markets should be in the hands of participants, not a central authority. "Everyone should be able to freely create, share, and express their opinions." Therefore, Buzzing is more open compared to other prediction platforms.

On Buzzing, all users can create prediction markets by "proposing topics or subjects" with AI-generated rules. AI algorithms then filter out garbage information and low-quality prediction markets, and an AI oracle automatically retrieves internet search data instead of human data to determine prediction results.

Burnie

Burnie is a code learning platform that can improve users' coding skills in various aspects, and players can earn rewards by completing tasks it publishes.

Inspiration as an App: Sinking Market Layout in the Post-AI Application Era

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Sportstensor is an SN41 subnet on dTAO, an AI platform for sports event prediction that allows participants (miners and validators) to collaboratively develop and optimize sports prediction models. Participants with better models and datasets can profit from predicting sports competition results. Users can interact with the project through technical participation "developing models" or non-technical participation "using prediction results".

For example, in an NBA game between the Celtics and Magic with a ratio of 0.92:0.08, if you bet on the Celtics (the crowd-favorite team) following market odds, your winning probability is approximately 92%. However, even with such a high probability, most people's investment returns are negative after multiple bets. Although crowd-favorite teams often have higher winning rates, their odds are also higher, meaning you win less money even when predicting correctly. People tend to bet on teams they favor, resulting in low winning rates for underdog teams, which means if you correctly bet on an underdog, you can earn a lot of money.

This is the advantage of the Sportstensor model, where miners run their own machine learning models using their own data to obtain the best results. Sportstensor then takes their average/median and uses it as a smart indicator to identify market advantages. The difference between model-predicted odds and market odds is the part that users can profit from in the long term.

DeAI Infrastructure

Such products are almost the earliest concept of Crypto and AI integration. Like projects such as Grass, numerous similar products have appeared before, but they were difficult to sustain. The key to decentralized computing power is how to optimize synchronized computing power and price it lower than traditional computing power providers. The key to decentralized training is the cost of data transmission itself, which is difficult to achieve during an immature infrastructure period, but once achieved, it will be a promising downstream market, thus attracting significant VC attention.

PrimeIntellect

PrimeIntellect was co-founded by Vincent Weisser and Johannes Hagemann, who were previously members of Desci leader VitaDAO. PrimeIntellect is a platform that commodifies computing power and models. Its investment lineup is impressive, with the seed round led by CoinFund and Distributed Global, raising $5 million, and the second round led by Founders Fund, raising $15 million. Personal investors include Polygon co-founder Sandeep Nailwal, notable investors, and former CoinBase CTO Balaji, among other industry influencers.

Recently, OpenAI's renowned researcher Yaoshunyu published an article "The Second Half", stating that we are currently in the midpoint of the AI era, and the second half is about to begin. If the first half of AI solved game-playing and exam-answering, the second half will establish companies worth billions or trillions of dollars by building intelligent and useful products. For CryptoAI, there will certainly be corresponding opportunities.

So look forward to it, welcome to the second half.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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