It can be said that artificial intelligence is the favorite story of the investor in the traditional markets today, but web3 Investor World has no intention to sit on this story despite the lack of enjoyment after the fruits of Bitcoin BTC/USD Taurus market.
Decentralized physical infrastructure networks, or DimineBitcoin’s performance in general. Investors in Crypto currencies have been better at keeping all digital assets – BTC – and ignored everything else.
However, if the long -term trends are the requirements of computing power for Amnesty International, and if there is an expected increase in the decentralized spine between artificial intelligence centers in search of an accounting and storage space, some Blockchain technology companies will benefit.
One young company in this space, Asking Tao/USD He moved from about 93 dollars when they launched the distinctive code for the first time in 2023, to $ 348 during trading in the day on August 19.
“Investors flocked to these symbols because explosive growth of artificial intelligence requires unprecedented levels of storing data and mathematical strength,” said explosive growth of artificial intelligence. Michael Heinrichchief executive officer 0g good In Singapore. 0G Labs says it is “the world’s biggest Blockchain international building for Amnesty International.” The company said that the framework of decentralized artificial intelligence is called Delocox trains large language models that exceed 100 billion teachers. Some investors have taken note. 0G laboratories closed Funding round before the seed is $ 35 million In March 2024, which included investments from Blockchain builder Stanford University. Heinrich is a Stanford graduate.
DePin is a small market, based on the hope that the decentralized solution for storing the computer and computer energy is necessary to expand artificial intelligence. DePin companies use incentives due in their original symbols to coordinate building and operating network infrastructure at the top of the general joints, such as ETHEREM.
As of the second quarter of 2025, the price of DePin is only $ 3.5 billion, although there are expectations that it may reach $ 12 billion next year – a quadrant. (Note that everyone seems to have a different number.
more than 13 million devices It already contributes to many DePin projects every day, showing how decentralized systems acquire strength, according to Messari, an analysis company for encryption and research.
Artificial intelligence models such as Chatgpt need large amounts of high -speed computing energy and data storage. Central service providers such as Amazon, Google and Microsoft are tense to keep pace with the demand for companies, according to January a report By re -analyzing.
The demand for the graphics processing unit rises Along with high end chips for building these networks. This has been kept from artificial intelligence and chips to a large extent in A. Taurus market. The question is where can investors find a similar procedure in cryptocurrency markets?
“The central service providers are struggling to provide them with reasonable and manufacture something you can expand.” “The decentralized alternatives have the ability to pay much more efficiency, including reducing the cost of inference by up to 90 %,” said Heinrich.
For the average person, the “inference cost” indicates the arithmetic resources – and the expenses of those resources – required to run a training form to take predictions or decisions on new invisible data.
“If the Web3 infrastructure supports the artificial intelligence market trillion dollars by 2030, the upward trend to reach early is not exploited.”
The largest investment “DePin” players
Each of these projects is issued by local symbols that nourish the market and can be traded in the main stock exchanges. Using is associated with real work burdens – not just speculation. These are the first five as ranked by the maximum market by Coingecko.
- Bittensor (tao): The decentralized automatic learning network, where the shareholders train the models and earn symbols to make them available. It effectively builds an open market for artificial intelligence models, and incentives compatible with both builders and users. (The maximum market: $ 3.3 billion)
- Display RNDR/USD: The decentralized graphics processing unit display platform and its account was originally designed for graphics, and now places itself to infer artificial intelligence. Artificial artificial intelligence and developers can take advantage of the non -exploited GPU resources around the world. (The maximum market: $ 1.8 billion)
- Felicoin Fil/USD: Filecoin runs a non -central storage network as independent service providers contribute to actual storage capacity. FIL code stimulates these service providers to store and recover data safely, creating an invisible alternative to the central cloud storage providers. (The maximum market: $ 1.6 billion)
- Graph GRT/USDTheir protocol includes artificial intelligence services that are built by basic developers such as Semiotic Labs, including two new services for artificial intelligence data called Indefect and Agent. These services allow hosting and publishing artificial intelligence models, facilitating artificial intelligence integration in DAPPS Web3. The decentralized graph weakens the complex infrastructure needed to search for Blockchain data by stimulating a network distributed from the participants through the distinguished economy. (The maximum market: 928 million dollars)
- IOTA network IOTA/USDPhysical infrastructure developers-such as Internet devices and devices-enables to participate in decentralized networks by contributing to resources such as storing data and computing power. The symbol stimulates the advantages of the participants to provide and maintain physical infrastructure, and reward them in the original encryption currency. (The maximum market: $ 774 million)
Gregory KaogsSenior strategy officials in Intellistake Technologies Iskf He said that the increase in symbols such as Render, Akash and Bittensor was a “sign of a seismic transformation in the investment of encryption.”
Most of them have a poor -performing bitcoin column throughout the year. Investors try to know any of these companies approximately 300 companies not only ride the male wave, but are obligated to survey. There are very few analysts worthy of confidence with any measurable busy record, especially given that many newest symbolic problems are less than two years. It is difficult to know who is the real deal.
“The rush to storing data and calculation reflects a basic transformation from the speculative encryption plays to the infrastructure with real benefit,” said Cales. Intellistake is publicly traded in Canada. Fintech focuses on decentralized artificial intelligence. It operates through the Blockchain system, including the proof of proof, the operation of the Blockchain contract, the management of digital currencies, and the verification of the authenticity of the transactions.
“What really is revolutionary here is the distinctive symbol of the Amnesty International Infrastructure itself – the storage and storage power force and the ability to become trading assets.” “What is an investment is networks with installed demand and measurable use. Noise? Any” artificial intelligence “slap symbol in its name without a clear network activity.
A greater picture of investors
For cryptocurrencies, these infrastructure providers, both central or decentralized, are of this, as the investments of selection and masterpieces lie. Most investors will look at companies in this field on the Nasdak Stock Exchange, not something you buy from Coinbase.
The choice of DePin networks with power of residence will not be easy. Investors have not been rewarded due to the long -term reservation on Filecoin over the past five years, after they went from the peak of 2021 at a value of $ 183.77 to about $ 2.38 currently.
Some companies will achieve well with their products offers and even bring traditional companies as customers, but they will fail as an investment even though the comprehensive issue is in their favor.
The total forces that lead the adoption of artificial intelligence and GPU scarcity are the back winds of traditional technology, but investors in the cryptocurrency here achieved mixed results. It was the second harsh quarter. Investors with lower risk, such as the DePin theme, will find the bottom of the bargaining floor to bargain over some of these symbols.
The best DePin investments will be supported by a measurable tool – which is the speed of computing, developmental storage, and the capabilities of artificial intelligence work.
“As for the long -term encryption, this represents a seismic shift,” Kaaws said. ” “We move from purely speculative assets to the symbols backed by the actual computing power.”
The measurement that requires some dangerous analyzes. Investors must rely on companies and companies that measure their computing power differently. For Filecoin, storage is important; For BitTensor, it is the most important intelligence computing power. Both Depin are both used and both use different standards that reflect their distinguished structures and goals.
In general, artificial intelligence is striving the traditional and central infrastructure capacity necessary for large data rules. Web3 has a snapshot to re -engineer the spine of Amnesty International by providing computer speed and storage. It brings decentralization to this market.
Cowless explained in a Blog post This month Running method Behind the reason for many real Blockchain developers: “When large central technology companies build artificial intelligence, they do not build them for humanity. They build them for shareholders. This is not a moral rule-it is just essential economies. Every decision, every advantage, each feature is filtered through the lens of“ How do these revenues generate? “Or” How does this create a competitive advantage? “With Blockchain -based AI, this equation is entirely.
If DePin achieves part of its promise, he can see the symbols associated with these companies great gains in a small part of the cost in the coming years.
Debine in his oldest roles. It has an almost imperceptible market share of a trillion dollar market for the total computer infrastructure. Most companies are trading for a few dollars for each symbol. Ocean protocol Ocean/dollarAnd that runs the ocean market, trades the sharing of decentralized data to support artificial intelligence training collections, at $ 0.28.
Last year, Excellent analytics DePin to grow 100 times over the next decade, where the latest web3 networks win the market share of large central companies such as Microsoft. Investors will have to wait and know if this call is correct.
Detection: The writer is an investor in Bitcoin and a former chart investor.
Benzinga Sent responsibility: This article is from an external unpaid -paid shareholder. It does not represent Banznaga reports and has not been edited for content or accuracy
