At present, AI tokens are showing excellent buying opportunities in the market. I believe these tokens will perform well in the upcoming practical bull market and become leaders in the market.
To help everyone better understand and choose suitable investment targets, we will classify 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 an unbiased 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 resignation has sparked two major waves of artificial intelligence, leading to a large number of launches of artificial intelligence and cryptocurrencies, 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 resulted in heavy losses for later entrants.
Each wave has different catalysts, narratives, and patterns driving the development trends of artificial intelligence.
In the first phase, most people viewed this niche market as short-term speculation. Most people gradually forgot about it until they came into contact with projects like $TAO, $RNDR, and $AKT, which actually added value and had real use cases to drive the development of cryptocurrency × artificial intelligence. In this phase, GPU n computing-related projects like $RNDR and $AKT, as well as first-layer artificial intelligence chains like $FET and $ORAI, were heavily hyped.
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 hype. When the first wave of artificial intelligence ended and most projects collapsed by 85%-90%, some CT cults claimed they predicted that artificial intelligence was just a short-term illusion and boasted that they were right. Most people discarded their artificial intelligence stocks, but a few did not lose faith.
The second wave of artificial intelligence began with Sam Altman’s resignation and attracted the real attention of mainstream individuals and venture capital. Many new artificial intelligence projects emerged in this phase, including tax tokens, leading to many scams.
In this phase, projects such as $PAAL, $ENQAI, $AGC, and $NMT were launched one after another, providing exponential returns to individuals who paid attention and conducted research. One advantage of this phase is that it is 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 collapsing by 80%-90% from their inception. This is the best time to enter the third wave of artificial intelligence. I classify them into three categories: fund-based, team-based, and risk-return ratio.
Safe choices
Decent choices
Aggressive choices
@zero1_labs $DEAI is a decentralized artificial intelligence ecosystem focused on enhancing the capabilities of developers in the field of artificial intelligence by providing tools and support.
Public identity team
Continuously building new partnerships
Remove 82-90% of the circulating supply in the next 12-18 months
Market cap: $25 million
Price: $0.25
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 $DEAI may break through the $2 mark in the next wave of AI.
@fluence_project $FLT has been the first decentralized cloud computing project since 2017 and has received support from @multicoincap and other well-known venture capital firms. There will be no significant unlocking before February 2025.
Market cap: $20 million
Price: $0.35
$FLT is one of the most undervalued AI + DEPIN projects at the moment. It has great potential to perform like $AKT and $RNDR. Despite the team’s minimal marketing efforts, they have managed to build a decent community and are very active in product development.
@NetmindAi $NMT is a decentralized AI ecosystem that offers multiple products, such as computing services, model training, chat services, etc., including AI + DEPIN + GPU.
Winner of the UK Business Technology Award
Human search experience team
A truly AI company focused on cryptocurrency
Market cap: $200 million
Price: $5.6
I believe $NMT will be among 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, making them available to the public.
@opentensor $TAO is a decentralized artificial intelligence network that promotes a market-driven ecosystem for machine intelligence, with peers assessing and incentivizing valuable work.
Top 2 Crypto × AI projects
Public identity and experienced team
Listed on top exchanges
Great community
Market cap: $19 billion
Price: $275
$TAO is the leader of the Crypto × AI narrative, and it is the safest bet in AI. It recently listed on Binance and other top exchanges, injecting more liquidity and boosting its price in the next wave of artificial intelligence. I believe $RNDR and $TAO will still be the top two leading AI projects.
Decent play strategy
@Spectral_Labs has developed artificial intelligence and blockchain tools, allowing users to easily create on-chain agents by converting natural language into code.
Public identity team
Supported by well-known venture capital firms
Listed on top exchanges and chains
Market cap: $65 million
Price: $6.2
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 a blockchain AI coprocessor, using TEE to process sensitive off-chain computations while maintaining verifiability through the blockchain.
AI contract agents and collaborative processing
Listed on Binance
Public identity team
Market cap: $88 million
Price: $0.12
@SturdyFinance $STRDY is the first Defi subnetwork on $TAO supported by @SoftBank, @PanteraCapital, and @ycombinator.
Defi lending platform
TVL exceeds $30 million
Market cap: $5 million
Price: $0.83
I believe it can perform well in the AI season and is currently the best $Tao test game.
Aggressive play strategy 50X-100X returns
@shog_AGI is attempting 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 form of incentive for users.
Market cap: $8 million
Price: $0.04
I believe it will be very challenging when the AI season returns. There is still not much talk about this, and @balajis has been promoting this project since last year without the token. He recently indirectly released relevant information on Twitter. I believe it is still too early, and $SHOG has a long way to go.
Artificial intelligence is the next major technological revolution, and I believe cryptocurrency × artificial intelligence will play a significant role in it. While cryptocurrencies run in cycles, people buy, sell, and profit during the cycles.
Due to lack of funds and interest, most projects suffer losses in bear markets, and most projects will slowly disappear after this bull market, with only a very few surviving. Therefore, do not hesitate, and do not hold on forever.
