小龟Xiaogui
小龟Xiaogui|11月 27, 2025 06:46
Everyone's saying AI + crypto is the core narrative of the next cycle. While the mining boom in 2017-2018 did save NVIDIA's gaming division, right now, AI doesn’t need crypto—it’s crypto that needs AI. A colleague helped me compile a list of 40 AI + crypto projects that haven’t launched tokens yet and put them into a table, summarizing the following trends: 1. The Agent Economy is taking off More than half of the 40 projects are AI Agent projects. Agents are users, and they’re starting to have independent wallets, credit scores, and revenue rights. Perhaps the scale of the Agent Economy will surpass DeFi. 2. Stablecoins like USDC/USDT/USDe are becoming the default settlement currency for agents 3. Computing power as an asset: tokenization of real-world GPUs and computing power is accelerating 4. Explosive growth in the combination of robot hardware + on-chain brains Maybe, starting from 2026, blockchain won’t be for humans anymore—it’ll be for AI. This idea is starting to take shape. By 2026, we might see the first batch of on-chain ecosystems where 'agents are more active than human users.'
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