Title: Four Major Directions and Projects Worth Paying Attention to in the AI Track

Author: 日月小楚

The AI sector is different from all other sectors. Because AI is not only the AI of the currency circle, but also the AI of all mankind. AI is changing human society dramatically. In a few decades, our descendants may refer to the current era as the fifth industrial revolution of artificial intelligence.

For a long time in the future, AI will be the focus of human attention. It will also be a hot topic in the currency circle.

Since the launch of GPT3.5, the capabilities of AI have shocked the world and also affected the currency circle. The release of GPT3.5 in 23 and Sora in 24 has triggered two rounds of speculation in the AI sector of the currency circle. Now, the giants are engaged in a technological race to compete for the future discourse power of AI. Various fields of human society are utilizing AI for innovative industries.

Therefore, the AI track will definitely produce projects worth billions of dollars. Of course, there are also many projects in this track that want to take advantage of the hot trend. So, we need to be discerning and select truly valuable blockchain AI projects. Below are the important directions as I see them:

1 Decentralized Artificial Intelligence Network

The significance of a decentralized artificial intelligence network is twofold: 1) to prevent excessive power of centralized giants, and 2) to aggregate excellent small and medium-sized teams.

Bittensor is a decentralized artificial intelligence network. Anyone can produce competitive digital goods on it. These digital goods can be machine intelligence, storage space, computing power, protein folding, financial market predictions, etc., and receive TAO rewards.

Bittensor's architecture can be divided into two layers. The bottom layer is a blockchain based on Polkadot Substrate, responsible for executing the consensus mechanism and incentivizing the network. The AI layer is responsible for reasoning, training, and ensuring input/output compatibility between Bittensor protocol nodes.

The core of Bittensor is the subnet. The subnet is a competitive market. Anyone can create a subnet or participate in an existing subnet. By paying a registration fee (in TAO), a subnet can be created. Subnets compete with each other to achieve survival of the fittest. Current subnets include large language models, fine-tuning models, language translation, data, and more.

For detailed information about subnets, please refer to: https://foresightnews.pro/article/detail/57931

2 Decentralized Computing Power

In the AI track, decentralized computing power is definitely important and essential. Of the three major elements of AI—data, algorithm models, and computing power—only computing power belongs to hardware. Conventional hardware needs to follow Moore's Law, which means doubling performance every 18 months to meet market demand. However, in the current era of universal AI for humanity, the AI competition among tech giants and the practical applications have led to a huge demand for GPUs. It is evident that the supply of computing power cannot meet the explosive growth in demand for AI. The core value of decentralized computing power platforms lies in utilizing blockchain technology to aggregate idle AI computing power globally to meet the market's demand for GPUs.

Moreover, the "chicken and egg" problem can also be solved in the currency circle. By leveraging the anticipation of token airdrops, a large amount of computing power can be attracted at the early stage of a project, and then incentives can be provided using token outputs after launch. We are already familiar with this approach, but in reality, only in the currency circle can such a strategy be implemented.

Another advantage over cloud-based GPU services is that decentralized computing power platforms do not require complex contract review processes. There is also a pricing advantage, with prices being only about 1/5 to 1/10.

Arkash and Render are veteran players in this field, each with their own advantages. However, judging from the number of GPUs connected, the two new entrants, Aethir and io.net, have far surpassed them. According to layergg's data, Aethir's GPU count exceeds 40,000, and io.net exceeds 22,000. The GPU counts of Arkash and Render are only in the hundreds or thousands.

In terms of market value, io is only $260 million, and FDV is $2.2 billion. ATH has a market value of $320 million, and FDV is $3.5 billion. However, unlike other high FDV projects, io and net have a large proportion of mining output, which will be used for mining rewards for decades. Excluding this part, io's FDV is $1.3 billion, and ATH's FDV is $1.7 billion.

3 AI's Web3 Platform

In addition to the giants' general large language models, there are still many unmet practical needs. For example, in a data-sensitive industry (such as medical, education, etc.), the market experience accumulated by companies, the professional knowledge possessed by teachers or experts, and algorithms optimized for specific problems.

The basic demands of these needs are twofold: 1) the hope that data or knowledge will be protected, and 2) the hope of obtaining economic returns. A blockchain-based AI platform can fully meet these two needs.

KIP Protocol is a secure and efficient decentralized Web3 underlying protocol that provides AI creators (data owners, algorithm model makers, AI application developers) with:

1) Guarantee of ownership of data/knowledge. Stored on-chain in the form of ERC-3525 semi-fungible tokens to represent ownership of knowledge assets and token access rights. They are uniquely controlled by the owner.

2) Protection of data/knowledge usage. KIP Protocol is the world's first Web3 protocol that supports decentralized RAG (retrieval-augmented generation) schemes. RAG is a complex innovative technology used in generative AI, allowing AI models to generate answers they originally did not know by retrieving data and information from external knowledge bases and databases.

3) AI application layer. Creators can easily access the path of their work through KPI and build front-end code to promote their products. Anyone can easily use various AI applications on the KIP platform. Meanwhile, a set of transparent and anonymous web3 contracts records the usage of various applications, making it publicly transparent.

4) Settlement layer. KIP uses account abstraction to allow users to participate in and use multiple applications without signing multiple gas contracts. Tokenized in the form of ERC-3525 SFT, it is then used to record and settle transactions between token owners and every element they interact with. The tokens on the KIP platform can be settled without borders.

On the 17th, KIP Protocol announced a milestone partnership with Moemate. Moemate is building decentralized infrastructure using the KIP protocol. This collaboration will bring more than 3 million users into Web3.

Moemate is a leading AI agent platform that allows users to create custom AI companions with adjustable personalities, multilingual support, and features such as voice cloning and image generation, such as chatbots, discord/telegram bots, AI NPCs for games, virtual companions, and even in the AR/VR field.

4 Protection of Real Human Beings

Title: Four Major Directions and Projects Worth Paying Attention to in the AI Track

Author: 日月小楚

As artificial intelligence continues to develop, AI has become indistinguishable from real humans. This is evident not only in language expression but also in images (including portraits) and videos. On the internet, it is already impossible to distinguish whether an account is operated by a real person or artificial intelligence. Therefore, a serious problem may arise in the future: how to prove that you are a real person online? At the same time, we also need to differentiate between real humans and AI on the internet and promptly monitor the potential adverse effects of AI. Blockchain technology can be used for real human identity verification, encrypting and storing biological information to ensure it cannot be tampered with, and providing real human verification without revealing details.

Regarding this issue, the founder of OpenAI, Sam Altman, first proposed it, and as a result, he founded Worldcoin, aiming to establish a globally owned digital identity and financial network for humanity. Through Orb biometric scans, each individual's global registration is achieved to reliably distinguish between humans and machines. Worldcoin uses Op stack to create Layer2, and all human biological information will be protected using Zero Knowledge Proof (ZKP) technology to ensure privacy, with no direct access granted to any third party. The incentive mechanism of this protocol uses a dedicated blockchain token called WLD. However, from a secondary perspective, the circulation of WLD is $800 million, and the FDV has already reached $28 billion. Therefore, it is not suitable for long-term holding, only considering holding it again during the next speculative wave in the AI sector.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。