I. Analysis of Strategic Framework: Logic Reconstruction of Full-Cycle Layout
In the industrial revolution of the integration of AI and Web3, Binance builds an ecological moat with its unique 'Incubation-Investment-Listing' three-step model. Co-founder He Yi has pointed out that AI technology reconstructs the underlying productivity, while blockchain technology reshapes the value distribution mechanism. The combination of the two will catalyze a dual paradigm shift of 'technological revolution + production relationship revolution'. To this end, Binance achieves an ecological closed loop through three strategic paths:
Early Explorers (Incubator Model)
Adopting a dual-track system of MVB Accelerator and Binance Labs incubation program to broadly screen startup projects. This phase focuses on technological validation and commercial model exploration, typical examples include Privasea (Distributed AI Computing Network) and QnA3.AI (Knowledge Sharing Platform), completing the transition from 0 to 1 with seed round investments ranging from $500,000 to $5 million.
Growth Accelerator (Direct Investment Plan)
Led by Binance Labs, the multi-million dollar strategic investments focus on targets with mature product architectures. A typical case is Sahara AI, which secured $43 million in funding in 2024, with its innovative AI asset confirmation system becoming a benchmark for blockchain-enabled AI infrastructure.
Ecosystem Amplifier (Listed on Exchange)
The listing channel provides projects with liquidity premiums and brand endorsements. Fetch.ai (FET), as an early mover, has exceeded a market capitalization of $2.8 billion, validating the effectiveness of this path, while io.net (GPU computing power aggregation platform) has demonstrated market enthusiasm for infrastructure projects with a $1.2 billion FDV after its launch.
II. Ecological Landscape Review: Breakthrough Innovations in Five Vertical Fields
Through the three-step model screening, Binance has formed a matrix layout covering the entire AI industry chain (as of March 2025):
Particular attention should be paid to the architectural innovation of Sahara AI: its application layer lowers the AI creation threshold through a decentralized marketplace, the transaction layer relies on a customized blockchain to achieve asset confirmation, and the separation of the data layer and execution layer balances on-chain transparency and off-chain computing efficiency. This 'Lego-style' modular design is driving the transformation of AI development from centralized monopolies to community co-creation.
III. Alpha Opportunity Assessment: Three Potential Tracks Outlook
Based on Binance's investment trajectory and project growth potential, the following directions may nurture new leaders:
AI Native Data Protocol
For example, the decentralized data market built by Aggregata redistributes data ownership through token incentives, solving the compliance issues of traditional AI training. Such protocols are expected to become the 'data oil pipelines' of the Web3 era.
Vertical Field Agent Network
Platforms like MyShell allow users to create personalized AI applications, and its modular toolkit has supported over 100,000 developers to build DApps, forming an ecosystem flywheel similar to the App Store.
Computing Power Democratization Platform
The subnet architecture of Bittensor (TAO) demonstrates the feasibility of distributed AI training, while the real-time computing power scheduling system of io.net is replicating AWS's successful path in the cloud computing field.
IV. Strategic Insights: AI Investment Paradigm in the Web3 Era
Binance's layout reveals two underlying logics: at the technical level, solving the trust deficit and value distribution issues in the AI industry through blockchain; at the business level, constructing a full-stack ecosystem covering 'data-computing power-application-assets'. As indicated by the $11.4 billion FDV of the TAO project, the next generation of AI infrastructure, which integrates trusted computing, incentive mechanisms, and distributed networks, may become a key variable to break the monopoly of tech giants.
