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AI will be one of the biggest bubbles in financial history. But it's just getting started. Even $DOGE's market cap is bigger than the ENTIRE AI crypto sector. This is a trillion dollar opportunity, and you are STILL early. 🧵: My ULTIMATE crypto x AI guide (+ top picks).👇
In this thread, I'll cover: • Why AI is a compelling narrative for 2024 (and beyond) • Potential AI + crypto intersections for the future • The specific AI projects I'm watching Let's dive in.👇
The AI narrative has had several major catalysts in 2024: • Release of OpenAI's Sora, which generates hyperrealistic videos from prompts. • Nvidia earnings hit record numbers in Feb, up 265% from last year. • Sam Altman's $7 trillion bid for a new AI chip company.
Funding for AI startups is currently at an all-time high, despite the broader slowdown in tech. Over $50 billion was poured into AI sector in 2023. AI infrastructure expenditure is also set to hit $200b this year alone.
This increased funding is why I'm confident that we're only just scratching the surface of AI's potential. Training models are only going to get better with time, with ARK predicting a 5x in model performance in just 2024. AI is unique as it exponentially improves over time.
AI is a compelling retail vertical because of its: • Real-world use cases across consumer, enterprise & B2B sectors • Ability to disrupt traditional high-growth industries • Ease of marketability, enhancing the ability to acquire users & generate interest
The narratives that perform the best in crypto are the ones that retail can easily understand. That's why verticals like meme coins and gaming are so compelling. They're easy to grasp, and make sense to the average investor. AI, as a narrative, also perfectly fits this bill.
Because AI is constantly in the news, and is a heavily discussed subject on social media - it's CONSTANTLY on people's minds. Crypto is an attention game. The more retail mindshare a narrative has, the better it will perform.
For this reason, "AI coins" have been great proxies into major AI events and conferences, and will likely be for the foreseeable future. Here's the truth, however: Most AI coins aren't actually AI. They are simply leveraging AI as a buzzword to generate hype.
Short-term, they're effective vehicles to speculate on hype. Longer-term, I am more interested in the protocols that are genuinely leveraging AI tech and building infrastructure that can facilitate AI development and growth.
It's hard to believe that AI (the most disruptive technological breakthrough of the century) is ranked 20th by sector size, and the entire sector is valued similarly to a single meme coin, $DOGE. I view AI as a top 5-10 sector in the next few years.
Now let's dive deeper into the genuine intersections for crypto and AI. I'll break down some of the AI x crypto sub-sectors that I find the most compelling.
1. Compute Training AI models is power-intensive & needs specialised hardware. However, chip suppliers simply can't meet the growing demands of AI use-cases. DePIN projects address this gap through decentralised networks offering more affordable computing power.
2. Training Crypto has the power to democratise AI innovation. Permissionless DePIN marketplaces like Bittensor incentivise users to contribute new datasets and train AI models. Thus, it enables a more collaborative & inclusive environment for AI research.
3. Data & Media verification Generative AI has made it easy to create fake but realistic content in just a few clicks. Deepfake frauds have increased ten-fold. Crypto can address this issue by time stamping and tracking the origin of data, devices & the humans behind them.
4. AI agents AI agents autonomously handle tasks for their owners, with limited or no interference. They create significant economic value by automating operations such as trading & monitoring. The AI agents market is predicted to grow to $110.42 billion by 2032.
These agents lay the groundwork for the next-gen AI, Artificial General Intelligence (AGI). AGIs mimic human intelligence, allowing them to accomplish complex tasks like payments, data analysis & more. @CryptoHayes believes Bitcoin will be the currency of choice for AGIs. <a target="_blank" href="https://twitter.com/963767159536209921/status/1677272405079736320" color="blue">x.com/96376715953620…</a>
5. Storage A key component of the AI pipeline is storage. Tech giants like AWS have a monopoly on the storage sector, driving up costs for smaller AI startups. Decentralised storage projects like $FIL offer secure storage at 1/6th the cost of their traditional counterparts.
These are just few examples, but I think AI and crypto has a lot of untapped potential. These worlds will undoubtably intertwine as AI becomes a more significant part of our every day lives. <a target="_blank" href="https://twitter.com/1530033576/status/1753849511922074072" color="blue">x.com/1530033576/sta…</a>
My strategy for trading these AI coins is two-fold. In the short-term, I like to trade current AI tokens as proxies around major events like conferences/news releases/announcements.