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Author: Arjun CHAND, Bankless Analyst; Compilation: 0xxz@作 作 作 作 作 作
VC’s interest in Crypto X AI is beyond doubt.Just last week, SENTIENT announced that it had obtained a huge seed financing of $ 85 million.This round of investment includes investments from heavyweight companies such as Peter Thiel’s Founders Fund, Pantera Capital and Framework Ventures.
Although both AI and cryptocurrencies have attracted widespread attention, some people may think that the combination of the two is only the moment in the cryptocurrency Twitter echo room.However, as more and more such projects attract the attention of top investors, the possibility of these projects is more and more likely to achieve certain results.
Let’s analyze why the venture capital company bet on cryptocurrencies and AI.
First Principles
The intercourse of Crypto X AI provides a unique opportunity: based on the value of encryption, build a new financial and AI ecosystem based on the first principle.
The world does not require another Instagram or Nasdaq with a lower delay.It requires a new way of interaction, collaboration and value exchange.Crypto X AI has the potential to unlock this by building a new system from scratch.
This has created a lot of new opportunities for startups and investors.Risk investors have been looking for the next big event, and the intercourse between Crypto and AI is an exciting investment opportunity.
We all long for success.Maybe you are keen on Memecoin, maybe you provide funds for the startups that want success.
Inevitable rise
AI’s influence is not doubtful.It is rapidly penetrating all aspects of our lives, from chat robots to advanced tools, becoming an indispensable part of our work and daily life.People’s dependence on AI will only get bigger and bigger, forming a strong network effect: the more we use, the more valuable it is.
Risk investment companies also realize this.As Pantera’s cosmo Jiang said: “[10], 15, 20 years later, everyone will use AI”, so it is said that you are investing in an AI company. “I will say ‘I am investing in a company with a website’.”” “
This is not just a speculation, but an obvious trend.Just like the Internet, AI is moving towards the mainstream application.
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Pantera Capital …. It is raising a new fund of $ 1 billion.The fund said that all cryptocurrency companies will become AI companies in the next 10 to 20 years.In its early funds, it has invested 15% to 20% of capital in blockchain projects related to artificial intelligence, and the proportion of new funds will be higher.
Interestingly,: AI and cryptocurrencies are becoming a powerful combination.Remember all discussions about attracting 1 billion new Tarnder currency users?Forget human users; the future super user of cryptocurrencies may be AI smart.
Experts believe that by 2030, the comprehensive forces of cryptocurrencies and AI will contribute trillion dollars to the global economy.By entering and supporting appropriate participants as soon as possible, venture capital companies hope to occupy a lot of value in the huge value created in this emerging field.
The cruel reality is that for most venture capital companies, the AI train may have left the station.OPENAI (valuation of 80 billion US dollars), XAI (valuation of $ 24 billion), and Anthropic (valuation of more than $ 18 billion) and other companies are highly valued, making it unable to do it except a few companies, except for a few companies.Participate in large technology AI transactions.
Cryptocurrency provides a striking alternative -it can participate in the future back door of AI without having to issue a billion US dollar check.
AI is a venture capital*the last profit vertical field. The price of 90% of the venture capital company exceeds the scope of traditional transactions (Openai 100 billion US dollars, Anthropic $ 20 billion, and even small Silicon Valley companies’ opening price exceeds US $ 1 billionTo.Crypto X AI is meaningful, because tokens are essentially commercial equity and strong liquidity, which can better reflect the retail emotions. The transaction premium is similar to any non -encrypted AI startup.Once the OPENAI’s Sora is listed, China and most parts of Asia show their excellent technologies, and the largest AI frenzy is expected to occur.
In addition, venture capital companies are also buying Crypto X AI tokens in an open market.For example, it is reported that Polychain, Digital Currency Group and DAO5 have purchased hundreds of millions of dollars of $ TAO (Bittensor).
Perhaps the best part is that in the case of Crypto X AI, retail investors also have the opportunity to participate.
Trust gap
The status quo of AI is like a high -risk poker game hidden with a card.Openai and other companies have researched and developed billions of dollars of solutions based on closed -door.
Although this may be beneficial to them, it will bring huge trust gap to venture capital companies and the public.When their own board conference room becomes a public farce, how can you believe that companies like OPENAI?
I am still thinking about such a fact: OPENAI’s board of directors fired SAM because he is not worthy of trust, and the entire super alignment team also resigned due to security issues.
For a few months, I have been thinking about what happened. For anyone, there are a lot of content to refer to
On the other hand, Crypto X AI is entirely about open source development, which is promoted by tokens to coordinate the incentive mechanism.In this way, we can build AI that serves all participants, not serving the company or the country.
Risk investment companies believe that open source methods will bring faster innovation and wider talent pools, and ultimately bring greater benefits to all participants.
FOMO?
The technology industry is no stranger to the speculation cycle, and discussions around cryptocurrencies and AI are no exception.This is an opportunity to achieve huge returns, sometimes a sense of urgency, or even a FOMO.
Even if the specific details are still blurred, Crypto X AI is an incredible narrative.However, admitting that internal uncertainty is important.Risk investment is still based on speculation, and professionals are also studying while studying.
Founders Fund recently pointed out that open source AI is a “bad investment of model builders”, which proves that they invest in Openai’s rationality.Today they announced that they invest in $ 85 million to build an open source AI development platform, and point out that the real risk lies in Google and Meta, not OpenAI.
Will Crypto X AI become the best narrative in this round of cycle?Or is it just another fashion that has been hyped?Only time can tell us the answer.
At present, it is clear that we are still in this early stage of exciting fields. Risk investors are betting on optimism, cautiousness, and a trace of speculative enthusiasm.
The question is, did you hold the position correctly?
