1. $NEAR: The infrastructure revolution for on-chain AI.
NEAR Protocol has become a benchmark for the integration of AI and blockchain due to its tech stack and founding background.
Technical Advantages: Native Account Abstraction (AA), complete sharding architecture, and chain abstraction technology support infinite scalability, providing a high-throughput, low-cost underlying environment for on-chain AI.
AI Layout: The NEAR.AI project, led by co-founder Alex, aims to open-source a 1.5 trillion parameter large model, combining privacy computing research (in collaboration with Nvidia) to capture the decentralized AI high ground.
Market Potential: Ranked second in development activity in 2024, with stable mainnet operation and sharding expansion to 8, its technical landing capability far exceeds that of similar projects.
Core Logic: If on-chain AI becomes a necessity, NEAR's ecological position is equivalent to 'the Ethereum of the AI era.'
2. $RENDER: The invisible giant of decentralized computing power.
Render Network (RNDR) targets the computational power demand for AI and 3D rendering, building a distributed GPU network.
Scenario Explosion: AI training, metaverse content generation, and real-time rendering all rely on high-performance computing power. RNDR's node network can dynamically allocate resources, with costs 30% lower than centralized cloud solutions.
Data Support: RNDR's price is expected to increase by more than 5 times in 2024, but the CMF indicator shows the market has not fully priced its long-term value; after a technical correction, a second explosion may follow.
Key Indicator: If the penetration rate of AI-generated content (AIGC) increases by 1%, the demand for RNDR will grow exponentially.
3. $TAO: The paradigm disruptor of decentralized machine learning.
Bittensor (TAO) reconstructs AI training and data collaboration through blockchain incentive models.
Mechanism Innovation: Developers contributing computing power or models can receive TAO rewards, forming a decentralized 'AI model market' to solve data islands and monopoly issues.
Ecological Progress: In 2024, the number of active on-chain addresses will grow by 300%, with partners including many medical and financial giants, validating its ability to land in vertical fields.
Risk Warning: In the short term, the CMF is negative, and market sentiment fluctuations should be monitored, but the long-term technical barriers are hard to replicate.
Core Value: If the TAO protocol layer becomes AI infrastructure, its valuation logic will align with 'decentralized AWS.'
Summary of AI Coin Investment Logic for 2025.
Technical Barriers: NEAR's chain abstraction, TAO's incentive model, and RENDER's computing power network all possess irreplaceability.
Demand Explosion: AI training, content generation, privacy computing, and other scenarios will give rise to a market worth hundreds of billions.
Risk Warning: In the short term, attention should be paid to BTC market fluctuations and regulatory dynamics, but the integration of AI and blockchain has become an irreversible trend.
Conclusion: 2025 is the 'application landing year' for AI cryptocurrencies, with at least 1-2 of the three expected to enter the top 20 by market capitalization. If betting on the future, now is the time to lay out plans.
