Almost 90% of the decentralized compute capacity we are buying into right now is sitting completely idle.

A lot of retail traders are FOMOing into AI infrastructure tokens thinking they are buying the next Web3 Nvidia, only to get wrecked when the actual revenue doesn't show up. It is easy to lose capital when you mistake artificial supply growth for real user adoption.

Let's look at how the demand curve actually works for assets like $AKT and $RNDR. These protocols aggregate GPU power, but they sit one step down the demand chain from centralized giants. If big AI developers prefer Web2 clusters for stability, these decentralized networks end up with high emission rates but very low actual utilization.

The risk here is structural. When a network incentivizes hosts with token emissions to bootstrap supply, it looks great on paper. But if organic demand fails to catch up, those hosts eventually dump their earned tokens to cover hardware costs, creating massive, constant sell pressure on $TAO and other compute plays.

Are you holding any of these compute tokens for the long run, or is this just a short-term narrative play for you?

#DePIN #CryptoInvesting #Altcoins