Ok, confession. Like many, I jumped on the wave of Artificial Intelligence in crypto. The narrative is perfect, the hype is real... but after weeks of in-depth research, I just sold almost all my positions in 'AI' tokens.
And I did it because I came to a conclusion that will probably hurt many: 95% of 'AI tokens' are nothing more than an empty shell.
These are data projects, DeFi, or anything else, with the label 'AI' stuck on top to ride the trend. They are not building artificial intelligence; they are using the word as a marketing magnet.
Here comes the alpha, what few are seeing: The true revolution, where the smart money is, is not in the application that claims to use AI. It's in the infrastructure that makes it possible.
What am I talking about? Decentralized GPU networks (DePIN) that rent out the computing power that AI desperately needs. The oracles that verify the data. The storage networks that hold the models. That's the bottleneck. That's the real and measurable demand.
That's why my strategy changed. I rotated my capital from tokens that have 'AI' in the name, to those that really offer the 'picks and shovels' of this new gold rush. I invest in the infrastructure, not in marketing promises.
Now, I open the debate and want honesty: What do you all think? Am I too cynical or do you also see that most of these projects are just smoke?
👇 I read your comments, but with arguments.
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