Author: Mrs. Myra
Since the birth of BTC, the halving years have been 2012, In 2016 and 2020, the year of this round of halving is 2024.
Corresponding to the bull market near the halving time, in addition to being driven by the halving event, it is also accompanied bythe emergence of new asset models and the innovation of business models The biggest gains are the new narratives born in this cycle. For example, the bull market ICO platform smart contract public chain in 2017, Defi in 20 years, NFT and Gamefi in 21 years.
The different sectors we see so far, Defi, Gamefi, NFT, Depin, RWA, L2, Rollup, etc. are all based on existing old concepts. Feature iteration and upgrades.
Looking back at this bull market, the exciting new narrative seems to be the Inscription Wave in late 2023 + the emergence of Sora in early 2024 Here comes the AI craze. The inscription is currently only a consensus among the Chinese community, and it has been showing signs of weakness recently. With NVIDIA's market value surpassing Saudi Aramco and becoming the third largest listed company in the world by market value after Apple and Microsoft, and hot events such as the 318 NVIDIA GTC Artificial Intelligence Conference, various AI targets may be in 24 years. It has become one of the main lines of speculation and investment throughout the year.
Judging from the artificial intelligence architecture diagram, the current directions of many projects in the AI track and the applications developed can be classified.
Blockchain solves production relationships, and AI solves productivity. The subdivided tracks of AI radiation will involve storage (AR, Fil), Gamefi, Metaverse, RWA (ONDO, Canto), insurance (YFI), DEFI (the development of DEFI is inseparable from oracles), etc.
In addition to writing several project articles about the AI track before, there are three basic ones that have participated in the AI sector:
Decentralized machine learning algorithm platform: "Bittensor: The King of "AI + Blockchain""
Decentralized GPU rendering platform: "RNDR: Metaverse + AI + Depin + Sol multiple buffs, so strong"
Web3 personality proof: "WLD: It's so popular , I don’t like it, but they say this is the only one worth watching in the AI track? 》
At the same time, other projects in the AI field that need attention will also be sorted and classified today:
GPU and computing power are one of the three underlying infrastructures of artificial intelligence. Or missing.
For example: Akash Network (AKT): Decentralized super cloud computing market
Provides CPU, Storage, TLS, IP, GPU and other resources. Based on Cosmos SDK. The cost of hosting an application with Akash is about one-third of the cost of Amazon AWS, Google Cloud Platform, Microsoft Azure. Now supports NVIDIA GPUs.
Co-founder and CEO @gregosuri, co-founder and CTO @abozanich. Current disclosed investors include D1 Ventures and GenBlock Capital.
AKT’s current market value is 1.35 billion, FDV is 1.35 billion, the maximum supply is 388 million, and the current circulation is 230 million. The historical high price is $8.07, the historical low price is $0.165, and the current price is $5.92.
coingecko AI sector ranks 5th
Other related subjects:
Clore.AI (CLORE): A platform that provides GPU computing power rental services. The current market value is 100 million, FDV is 110 million, the total number of tokens is 1.3 billion, and the current circulation is about 300 million. There is no pre-mining or ICO for the token, and 50% of each block is allocated to miners, 40% to lessors, and 10% to the team. The historical high price is $0.4166, the historical low price is $0.0059, and the current price is $0.3565.
io.net, GPU.net, etc. have not issued coins yet.
Artificial intelligence agent. One direction of AI application implementation It is an intelligent entity that can perceive the environment, make decisions and execute actions. Focus on two old AI leaders: FET and AGIX.
(With the increasing popularity of AI technology, we will no longer use different applications to complete different tasks in the future. Just tell your phone or computer what you want to do using everyday language, and they'll be able to handle your request. In the not-too-distant future, anyone online will be able to have a personal assistant powered by artificial intelligence, which is called "AI Agent".)
1. Fetch.ai (FET): Artificial Intelligence Application Service Platform
Let anyone build and deploy artificial intelligence services at scale, anytime, anywhere. On March 5, Fetch.ai announced the launch of the US$100 million infrastructure investment project "Fetch Compute", which will deploy Nvidia H200, H100 and A100 GPUs to create a platform for developers and users to utilize computing power. Deepening the foundation of the AI economy.
CEO and founder Humayun Sheikh, chief technology officer Edward Fitzgerald. Investment institutions include DWF Labs, Outlier Ventures, Blockwall, GDA Capital, etc.
FET market value is 2.992 billion, FDV is 3.3 billion, the current token circulation is 1.043 billion, the highest price in history is $3.11, the lowest price in history is $0.008, and the current price is $2.87. 3 On May 5th, its investment in computing power facilities and expansion of FET's pledge and use cases drove the token price all the way up, and the future is unimaginable.
coingecko AI sector ranks third
2. SingularityNET (AGIX): Decentralized artificial intelligence market, developing general artificial intelligence ( AGI) to achieve beneficial technological singularities.
Developers publish their services to the SingularityNET network, where they can be used by anyone with an Internet connection. Developers can charge for usage of their services using native AGIX tokens. Services include images, video, voice, text, time series, bioartificial intelligence and network analysis, etc.
The founder and CEO is @bengoertzel. Disclosed investors include Fundamental Labs. In May 2022, SingularityNET and Singularity DAO acquired funds from the investment group LDA Capital. Obtained investment commitment of US$25 million.
AGIX’s current market value is 1.64 billion, FDV is 1.785 billion, the maximum supply is 2 billion, the current circulation is 1.38 billion, and more than 27.55% of the tokens have accumulated in the currency An, the exchange has accumulated about 40% of the tokens in total, and the project side holds 6.5% of the tokens. The top 20 largest currency holders on the chain have a certain scale of seizing the wallets on the chain, and there is no large-scale selling. The historical high price is $1.47, the historical low price is $0.007, and the current price is $1.29.
coingecko AI sector ranks 4th
Other related products:
Autonolas (OLAS), analogous to Bittensor (TAO), wants to unify different algorithms under a consensus network, while Autonolas (OLAS) unifies the application modules of different AI agents under a consensus network.
For example The storage field, one of the three major underlying infrastructures, etc.
For example: Livepeer (LPT): decentralized video streaming network
Provides a fully decentralized, highly scalable, crypto-token-incentivized real-time video streaming network protocol. Developers can add live or on-demand video to their projects, providing a solution for the real-time media layer in the decentralized development stack. Video miners utilize livepeer nodes and transcode videos on GPUs in exchange for ETH and LPT rewards.
Chain: Ethereum, Arbitrum
Co-founder and CEO is @petkanics . Investors include DCG, Pantera Capital, Coinbase Ventures, CoinFund, Tiger Global, etc.
LPT’s current market value is 670 million, the token is currently in full circulation, and the highest price in history is $99.03 , the lowest price in history is $0.3541, and the current price is $21.5.
(Another AI project about video, THETA: allows users to watch video content and gain generation when sharing Internet bandwidth and computing resources on a peer-to-peer (P2P) basis. Coin rewards. In addition to institutional investors such as Node Capital and DHVC, YouTube co-founder Steve Chen and Twitch co-founder Justin Kan serve as its advisors.)
Other related products:
1) Image Network Numbers Protocol (NUM)
2) Data protocol: The Graph (GRT), Ocean Protocol (OCEAN)
3) Computing network: Phoenix (PHB)
4) Distributed AI computing network: Gensyn
1. Arkham (ARKM): Encrypted intelligence platform
Blockchain transactions are public in nature, but these raw transaction data are unprocessed and anonymous by default, and the data needs to be analyzed and de-anonymized before it can become usable.
Arkham can systematically analyze and de-anonymize blockchain transactions, showing users the people and companies behind blockchain activities , as well as data and analysis about their behavior, making blockchain data analyzable.
CEO @RealMiguelMorel, investors include Binance Labs, Sam Altman, Tim Draper, etc., with a strong background.
ARKM has a market value of US$653 million, FDV has a market value of US$3.2 billion, with a total supply of 1 billion tokens, and 200 million are currently in circulation. The historical high price is $3.98, the historical low price is $0.2878, and the current price is $3.2.
Other related products:
GPT in the Web3 field: QnA3.AI (GPT)
Building Web3 infrastructure: Alethea AI (ALI)
Game related: Sleepless AI (AI), XAI "XAI: After Bitcoin breaks its previous high, is it time to look at blockchain games? 》
AGI market related: Delysium (AGI)
Content creator UGC platform: NFPrompt (NFP)
AI personalized customization: PAAL AI (PAAL)
AI comprehensive Solution: ChainGPT (CGPT)
Analysis AI: NMR, UNIBOT, BANANA
Energy Coins: HBAR, POWR
Music: Sonorus (SNS)
Analysis AI: NM, UNIBOT, BANANA
Find the head of the subdivided track and hold firmly.
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