⚡️Overview of Grayscale's newly launched AI + Crypto sector——
In fact, Grayscale has created an institutional version of an investment framework, covering 20 types of assets with a total market capitalization of approximately $20 billion. A simple look shows that it is mainly divided into three categories:
1️⃣ Fundamental Computing Layer: Solving the computing bottleneck issues of Web2 AI
Render (RNDR) → Distributed GPU rendering/computing network
Akash (AKT) → Decentralized cloud computing market
2️⃣ Distributed Resource Allocation: Establishing an on-chain incentive system for AI model contribution, verification, and reuse
Bittensor (TAO) → Decentralized machine learning network
https://t.co/QyqYINZNmI (FET) → Multi-agent intelligent system
SingularityNET (AGIX) → Distributed marketplace for AI services
3️⃣ Application Interfaces and Middleware: Integrating AI into on-chain user experiences
Near (NEAR) → L1 with strong AI integration, Agent architecture
Oraichain (ORAI) → AI oracle, connecting on-chain and off-chain AI data
Currently, there are too many and too diverse AI projects. Grayscale's framework still holds certain reference significance, mainly consisting of infrastructure projects. If you want to allocate assets or copy homework, you can refer to this table, and it’s also a good reference index during sector rotations!