
小捕手 Chaos|Jul 12, 2025 08:16
The four AI sub tracks that grayscale is most concerned about:
Bittensor subnet: TAO is currently the largest AI asset by market value, imitating the Bitcoin halving mechanism and halving once every 4 years. The first halving will occur this year. In addition, the market's interest in Bittensor subnets is constantly accelerating.
Distributed training: the most promising AI sub track in the eyes of grayscale. Projects worth noting include @ PrimeInterlect @ gensynai @ NousResearch, among others, some of which may be scheduled for TGE this year.
An AI protocol that generates sustainable income: @ grass has achieved tens of millions of dollars in annualized revenue by selling captured network data; Another example is @ virtualis_io, which has an annualized revenue of approximately $30 million as of May 2025, mostly consisting of transaction fees for AI proxy tokens on the platform.
AI agents and stablecoins: In the foreseeable future, AI agents will be integrated with stablecoin payment solutions.
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