时间:2024-03-09|浏览:230
As the tokens in the AI track have exploded collectively, high-quality projects among them have led the entire market. How do you think about the opportunities in the entire AI track? Which projects have potential benefits and must be paid attention to? Let's take a look together.
The current main vertical subdivisions of the AI sector are:
1、Infrastructure/Layer(基础设施/基础层/平台)2、Decentralized Compute(去中心化计算)3、Decentralized Storage(去中心化存储)4、ML Networks(机器学习网络)5、Data(数据服务/数据分析)6、AI Agents(AI代理)7、AI Applications(AI应用/软件)8、Security(安全)
There are projects that have issued coins and projects that have not yet been issued coins. If you want to seize the 24-year super narrative of AI, these projects are definitely not to be missed.
Too many projects? Today, we have selected several leading projects with red dots in the picture. Let’s take a look at the recent developments and potential benefits of these projects. These developments are likely to bring about large price swings. Let’s first look at their recent gains.
First, AKT (Akash): decentralized cloud computing (GPU)
Market value ranking: 90
7-day increase: 21%
【The good thing】
The leader in the GPU track, a long-standing project in 2020, and a resident guest of top AI research reports (high visibility).
However, mainstream exchanges such as Binance, OKX, and Coinbase are not listed! ! ! Recently, Binance Futures announced the 22 voting tokens that Binance users most want to list, and AKT is among them.
In addition, Io.net, which is also on the GPU track, has become popular recently and is waiting to issue coins. Based on these two "expectations", AKT has a high gold content and may explode due to news at any time. It is a high-quality target in the long term and can accompany the entire bull market.
Second, RNDR (Render): GPU-based rendering network
Market value ranking: 35
7-day increase: 43%
【The good thing】
AI concept leader.
RNDR and NEAR are two currently announced projects that have been invited to participate in the NVIDIA GTC24 conference. The founder will give a speech on "The Future of Rendering", which is to preach RNDR to AI practitioners around the world. Affected by this news, RNDR has "jumped the gun early." The NVIDIA conference will be held from March 18th to 21st. Before and after the conference, the hype surrounding NRDR will become more frequent.
Third, FIL (Filecoin): decentralized storage network
Market value ranking: 23
7-day increase: 36%
【The good thing】
Storage faucet, extremely famous.
However, since the start of this bull market, the price of FIL has been at a low of 3.2U, and has been consolidating at a low level for 1.5 years. Until recently, it continued to rise, rising to 11.7U, an increase of about 260%.
Therefore, it may be entering a new upward trend. In addition, FIL has a group of loyal miners who mine and accumulate tokens loyally when the currency price is low. Are these powerful players not planning to do anything and are they ready to miss the entire bull market?
Fourth, AR (Arweave): Storing concept coins
Market value ranking: 49
7-day increase: 71%
【The good thing】
AR is a storage concept coin that is second only to FIL in popularity, but recently it launched AO, a parallel and scalable computer network. Some people jokingly call it a member of the "Ethereum killer" army.
The special thing about AR is that the tokens are fully circulated, with a market value of 2.9 billion. Under the new concept, compared with ARB, which also has a computing layer, its market value ranks 46th, 3 places higher than AR, with a market value of 3.1 billion, but its fully diluted market value (FDV) is 21.1 billion. Think about it, how much space there is for AR.
The problem with AR may be that when the market goes up, AR goes up; when the market goes down, AR goes up. For many people, the psychological pressure is too great to stop.
Fifth, TAO (Bittensor): AI agent
Market value ranking: 31
7-day increase: 6.5%
【The good thing】
TAO was a new coin in February 2023, and it only entered the 31st market value ranking in one year. This is the magical power of AI.
TAO's market value is terrifying and it is very popular in the AI field and overseas communities, but TAO's popularity among Chinese cryptocurrency investors is average. TAO is currently not listed on major exchanges such as Binance and OKX. Like AKT, it is currently participating in Binance activities, which is one of the 22 types that users most want to list online. There is the possibility of short-term news-driven increases.
In addition, TAO's ecological projects are very active, and there are many hot projects, including TPAD, KIZUNA, AIT, OPSEC, etc. However, the public knows very little about these projects. If something goes wrong, there will be monsters. If you sneak in, you will gain a lot.
Sixth, OLAS (Autonolas): AI Agency Agreement
Market value ranking: 316
7-day increase: -9.6%
【The good thing】
OLAS is in the business of designing AI agents for the crypto industry, providing users with a composable stack for building these autonomous services to handle tasks in different scenarios.
To some extent, OLAS is similar to TAO. It is well-known among AI players and institutions but not popular among the public. Similarly, it has not been listed on mainstream exchanges.
It is expected that TAO and OLAS will be mainstream projects. The question is when. And when they are listed, they will not only bring greater liquidity, but also push the AI narrative to a climax. Of course, if you wait until then to take over, be careful of becoming an exit liquidity for whales.
Seventh, GRT (Graph): decentralized index protocol
Market value ranking: 39
7-day increase: 23%
【The good thing】
GRT is the leader in the data service field, and it has stepped on the latter of the two concepts of "computing power and data" in the AI narrative.
GRT focuses on 2B services, and its public awareness may be relatively low, but as a leading project with a market value of 39, its narrative in the AI field is basically full. In the short term, pay attention to the cooperation news between GRT's "He Zong Lian Heng" and other projects, and in the long term, follow the overall narrative of AI.
8. FET (Fetch.ai): Machine Learning
Market value ranking: 48
7-day increase: 79%
【The good thing】
The token was launched in 2019. Now, firstly, the business is relatively mature, and secondly, it is rich.
In the near term, it plans to spend $100 million to deploy Nvidia H200, H100 and A100 GPUs to create a platform where developers and users can leverage computing power.
Currently, FET is actively seeking cooperation with traditional large enterprises. News of such cooperation may drive token prices up in the short term. FET is a Binance IEO token with very good liquidity. It has often led the rise in recent times and has high public awareness. It is almost a frequent visitor to the AI token recommendation list. It is the vane of the entire AI narrative. If FET is correcting, it may be time for a correction in the AI narrative.
9. NFP (NFPrompt): AI artistic creation
Market value ranking: 282
7-day increase: 20%
【The good thing】
NFP is a project in the field of AI painting. It is launched on Binance’s Launchpool and is a new currency. After going online, it pulled to 1.88U, then fell, dropped to around 0.5 and then went sideways, and then it just broke 1U today.
At present, NFP basically has no lock-up (except for the brothers who stood guard at a high position when it was first listed). After breaking 1U, it opens up space to see if it can stand firm at 1U. Pay attention to the technical indicators of this round of rise, as well as official NFP news. There is a certain amount of room for news and technical push.
10. PRIME (Echelon Prime): a card game with AI narrative
Market value ranking: 161
7-day increase: 5.7%
【The good thing】
PRIME focuses on two big narratives, gaming + AI, and is endorsed by Paradigm.
An open testnet was launched in March, and the reviews were generally very high. The quality of PRIME's games is very high, and the products produced are exquisite. However, perhaps it is limited to English and card modes, and the development team is relatively Buddhist in communication. It seems that it has limited influence in the Chinese community.
This does not affect that it is a super powerful player on this track. PRIME is currently not listed on exchanges such as Binance and OKX, but it can be traded on Coinbase. The good thing about PRIME is that it has risen but has not exploded.
PRIME is mainly a game concept currency, focusing on its actions in the gaming field. AI is reflected in the sci-fi universe it wants to create. Compared with the above-mentioned infrastructure projects, PRIME’s AI narrative is not outstanding.