I've been saying for a while: Crypto, in the long run, probably just becomes the plumbing — the backend for a world where AI runs the front.
That's why I'm starting to delve into AI
Not just as a hype cycle. But as something inevitable.
Agents, autonomous services, decentralized compute — all of it needs rails.
And crypto’s got them.
But recognizing that is one thing. Positioning for it is another.
And right now, if you want to be early on the next wave of AI x crypto — not just blindly aping the same old tokens — you have to track the macro.
Because the real moves are being made way above our heads.
◢ Take nvidia
They just announced plans to bring AI supercomputer manufacturing back to the U.S. — $500B worth of production over 4 years, with fabs in Arizona, Dallas, and Houston. Foxconn, Wistron, TSMC — all onboard.
This wasn’t a flex. It was a survival move.
We’re watching U.S.–China tensions escalate in real-time. On Saturday: “We’re exempting chips from tariffs.” By Tuesday: “We’re banning sales of chips to China.”
Nvidia confirmed the U.S. government has indefinitely postponed their ability to sell H20 chips to China — costing them an estimated $5.5B in Q1 alone. Their stock dropped 6% after hours.
This back-and-forth chaos is making it impossible for major players to plan — and it’s reshaping how and where the global AI stack gets built.
But here’s the weird twist: Nvidia’s making all these long-term bets right when demand might peak.
Microsoft already said it’s pulling back on AI data center spending after 2025. Nvidia’s U.S. factories go live just as that slowdown hits.
◢ What's the impact on us, then?
In the crypto space, there's still hope. As macroeconomic and geopolitical tensions ease, the market anticipates a renewed flow of liquidity.
As for AI, the story continues.
However, it's growing more intricate. Earlier this year, AI's impact on crypto was immense, but the sector now feels like it's in a lull. Everyone is on the lookout for the next major leap. Ideas like "AI agents" and "DeFAI" are appearing, yet none have truly gained momentum.
With economic uncertainties like interest rates, trade disputes, and recession concerns hanging over us, it's tough for new ideas to catch on.
Hence, for now, I'll be embracing patience.
This isn't the time to dive headfirst into every AI stock that shows promise. Instead, focus on identifying projects with genuine potential and be prepared for when the market sentiment eventually shifts.
Here are a few I'm keeping an eye on:
• $FET – critical infrastructure, part of the ASI merger
• $RENDER – vital for AI-driven visual processing
• $GRT – could become a crucial index layer for AI-agent interactions
• $IO – offers an intriguing perspective on decentralized computing and agents
We're still in the early stages. The next AI and crypto surge will be different from the initial wave.
For now, I'm just sharing my thoughts.
And it is worth mentioning AI in general.
Numerous tools continue to emerge, many of which help you filter information, make trading decisions, or even start an online business.
So this industry definitely deserves more attention than you think.
