The ai16z project presents dual strategic value:
Capital Narrative Dimension: As an investment target driven by narrative logic, its value capture logic focuses on the imaginative space at the intersection of "AI + Blockchain," aligning with the current market's demand for decentralized AI infrastructure.
Technical Infrastructure Dimension: Its core value lies in providing an operational environment for on-chain AI agents, achieved through a modular architecture that includes:
- Interaction interface between off-chain AI models and on-chain state machines
- Data trust injection channels via oracle networks
- Verification mechanisms for AI decision-making through smart contracts
This dual-attribute positioning distinguishes it from traditional crypto projects: it is neither purely conceptual speculation nor purely technical development, but rather builds a hub layer connecting AI computing resources with blockchain networks. Investors should note that its valuation model should be decomposed into a composite structure of "infrastructure usage fees (Gas model)" + "data asset securitization (Token incentives)," rather than a single narrative-driven Ponzi model.
This is also why I am optimistic about it; it's never too late to enter.
Today’s focus: sui, ai16z, uni, ordi.
