以下是我觀察到的 3 個方向,也許決定了下一個爆發點。

Here are 3 promising directions I’ve been watching — they might drive the next breakout.


1️⃣ 去中心化數據訓練市場

Decentralized Data Training Markets

@OceanProtocol、@Bittensor 等項目,正在打通數據與模型之間的激勵橋樑:

Projects like @OceanProtocol and @Bittensor are building incentive bridges between data and AI models:


數據貢獻不再“被餵養”,而是獲得 token 獎勵

→ Data contributors are rewarded with tokens, not just exploited.


模型不再是閉源巨頭壟斷,而是逐步開放協作訓練

→ AI models are no longer monopolized by Big Tech — they are becoming collaborative and open.


這是 DataFi + AI 的關鍵賽道,價值還遠沒釋放。

This is a core intersection of DataFi and AI, and its true value is still underpriced.

2️⃣ AI 驅動的信息聚合工具

AI-Powered Information Aggregation Tools

例如 @KaitoAI,把鏈上數據 + X/Twitter + Discord + Forum 等碎片內容聚合後,變成一個 AI 搜索引擎,極大提高信息密度:

@KaitoAI aggregates fragmented content across on-chain data, Twitter/X, Discord, and forums into an AI search engine — massively boosting information efficiency:


對 Alpha Hunter 來說,節省大量時間

→ For Alpha Hunters: saves hours of research.


對內容創作者來說,更快找到趨勢焦點

→ For content creators: faster trend discovery.


對投資者來說,構建自己的「信息面優勢」

→ For investors: build an edge in information access.


最近我關注 @KaitoAI 明顯感受到:不僅產品火,連 narrative 宣發也明顯加速了。

Been tracking @KaitoAI lately — not only is the product booming, their narrative & momentum are clearly picking up.



3️⃣ AI 生成內容 + NFT + 鏈上確權

AI-Generated Content + NFTs + On-Chain Ownership

生成式 AI 會爆發內容紅利,而 Web3 能讓每個內容有確權、有溯源、有激勵:

Generative AI will spark a content explosion — and Web3 enables traceable ownership and incentives for each piece of content:

AI 生成圖像、音樂、視頻

→ AI-generated images, music, video

NFT 作爲鏈上確權 & 流通載體

→ NFTs become proof of ownership & distribution vehicles

創作者能保留價值歸屬

→ Creators retain value ownership & control

這是 ContentFi + GenAI 的真實交匯點,不是科幻。

This is where ContentFi meets GenAI — and it’s very real, not sci-fi.


📌 所以我不認爲 AI 是炒作,真正的價值是:

📌 So no, I don’t think AI is just hype — its real value is:


✅ 它在解決 Web3 長期難題:

✅ It’s solving long-standing Web3 pain points:


信息碎片 → Info fragmentation

數據孤島 → Data silo

冷啓動難 → User cold start

激勵失效 → Broken incentives


✅ 同時帶來了結構性增量:

✅ And it brings structural upside to the ecosystem:

新的行爲場景 → New interaction layers

新的激勵邏輯 → New incentive mechanisms

新的參與入口(像 Kaito 就是入口) → New user entry points (like Kaito)

👀 我的建議是:

👀 My take:

別隻盯着 AI 敘事和 token 漲跌,真正關注那些「AI 真用得上」的場景——這纔是穿越牛熊的 alpha。

Don’t just chase narratives or price — focus on real AI-powered use cases. That’s where the sustainable alpha lies.


🚀 你認同 AI+Web3 的未來嗎?評論區歡迎討論,也歡迎分享你關注的項目。

🚀 Do you believe in the future of AI + Web3? Let’s discuss — share the projects you’re watching in the comments.


❤️ Like + RT 如果你覺得這條對你有幫助

❤️ Like + RT if this was helpful


🔔 Follow 我,一起挖掘 Web3 下一波結構性機會

🔔 Follow me to uncover the next structural wave in Web3 together

#ETH突破2500 #Aİ #Web3 #nft