本轮牛市Alpha赛道:AI各板块项目梳理

币圈资讯 阅读:38 2024-04-22 04:37:45 评论:0
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作者: 迈拉夫人

自BTC诞生以来,减半年份依次是2012年、2016年、2020年,本轮减半年份为2024年。

对应减半时间附近的牛市,除了减半事件推动,也伴随着新型资产模式的出现和商业模式的创新,涨幅最猛的都是该轮周期诞生的新叙事。比如,2017年牛市ICO平台智能合约公链,20年Defi,21年NFT和Gamefi。

目前看到的不同板块,Defi、Gamefi、NFT、Depin,RWA,L2,Rollup等等都是在已有老概念上进行生态的功能迭代和升级。

反观本轮牛市,刺激性的新叙事看起来是2023年末的铭文潮+由2024年初Sora的出现带来的AI热。铭文目前尚且只属于华人圈内的共识,近期略显疲态。而随着英伟达市值超过沙特阿美石油公司(Saudi Aramco),成为仅次于苹果和微软的全球市值第三大的上市公司,318 NVIDIA GTC人工智能大会等热点事件,24年各类AI标的或将成为一整年炒作与投资的主线之一。

由人工智能架构图来看,目前AI赛道很多项目解决的方向,开发的应用都可以进行归类。

区块链解决了生产关系,AI解决生产力。AI辐射的细分赛道将涉及存储(AR,Fil),Gamefi,元宇宙,RWA(ONDO,Canto),保险(YFI),DEFI(DEFI的发展又离不开预言机)等。

除了之前写过几篇关于AI赛道的项目文章,有这三个基本就参与了AI板块:

去中心化机器学习算法平台:《Bittensor:“AI+区块链”的王炸》

去中心化GPU渲染平台:《RNDR:元宇宙+AI+Depin+Sol多重buff,好强哦》

Web3人格证明:《WLD:涨的太火了,我不喜欢,但他们却说AI赛道只有这个值得看?》

同时,其他需要关注的AI领域项目,今天也梳理分类一下:

一、去中心化算力

GPU及算力是人工智能三大底层基建之一,不可或缺。

例如:Akash Network(AKT):去中心化超级云计算市场

提供CPU,Storage,TLS,IP,GPU等资源。基于Cosmos SDK。使用 Akash 托管应用程序的成本约为 Amazon AWS、Google Cloud Platform、Microsoft Azure 成本的三分之一。现已支持 NVIDIA GPU。

联合创始人兼首席执行官@gregosuri,联合创始人兼首席技术官@abozanich。当前已披露的投资方包括D1 Ventures、GenBlock Capital。

AKT当前市值13.5亿,FDV13.5亿,最大供应量3.88亿,当前流通2.3亿。历史最高价$8.07,历史最低价$0.165,当前价格$5.92。

coingecko AI板块排第5

其他相关标的:

Clore.AI(CLORE):提供 GPU 算力租用服务的平台。当前市值1亿,FDV1.1亿,代币总量 13 亿枚,当前流通3亿左右。代币没有预挖和 ICO,每个区块的 50% 分配给矿工,40% 分配给出租者,10% 分配给团队。历史最高价$0.4166,历史最低价$0.0059,当前价格$0.3565。

io.net、GPU.net等尚未发币。

二、AI Agent

人工智能代理。AI应用落地的一个方向,能够感知环境、进行决策和执行动作的智能实体。重点说两个老AI龙头:FET,AGIX。

(随着AI技术的日益普及,未来我们将不再使用不同的应用程序来完成不同的任务,只需用日常用语告诉你的手机或电脑想要做什么,它们就能够处理你的请求。在不远的将来,任何上网的人都将能够拥有一个由人工智能驱动的个人助理,这就是所谓的“AI Agent”。)

1、Fetch.ai(FET):人工智能应用程序服务平台

让任何人都可以随时随地大规模构建和部署人工智能服务。3月5日 Fetch.ai 宣布推出规模达 1 亿美元基础设施投资项目“Fetch Compute”,该项目将部署 Nvidia H200、H100 和 A100 GPU,以创建一个可供开发人员和用户利用计算能力的平台,深化人工智能经济的基础。

首席执行官兼创始人Humayun Sheikh ,首席技术官Edward Fitzgerald。投资机构包括DWF Labs、Outlier Ventures、Blockwall、GDA Capital等。

FET市值29.92亿,FDV为33亿,当前代币流通量10.43亿,历史最高价$3.11,历史最低价$0.008,当前价格$2.87。3月5日其投资算力设施并拓展FET的质押和使用用例使代币价格一路走高,未来不可想象。 

coingecko AI板块排第3

2、SingularityNET(AGIX):去中心化人工智能市场,开发通用人工智能(AGI)以实现有益的技术奇点。

开发人员将他们的服务发布到 SingularityNET 网络,任何有互联网连接的人都可以使用这些服务。开发人员可以使用本机 AGIX 令牌对其服务的使用进行收费。服务包括图像、视频、语音、文本、时间序列、生物人工智能和网络分析等。

创始人兼首席执行官是@bengoertzel,已披露的投资方有Fundamental Labs,2022 年 5 月,SingularityNET 和 Singularity DAO 从投资集团 LDA Capital 获得 2500 万美元投资承诺。

AGIX当前的市值为16.4亿,FDV17.85亿,最大供应量20亿,当前流通13.8亿,27.55%以上的代币积累在币安,交易所合计积累约40%,项目方持有6.5%的代币,链上持币量前20的大户有一定规模的抓入链上钱包行为,无大额抛售。历史最高价$1.47,历史最低价$0.007,当前价格$1.29。

coingecko AI板块排第4

其他相关产品:

Autonolas(OLAS),类比Bittensor(TAO)是想要将不同算法统一在一个共识网络下,Autonolas(OLAS)则是将不同的AI agent的应用模块统一在一个共识网络下。

三、AI基础设施

例如三大底层基建之一的存储领域等。

例如:Livepeer(LPT):去中心化视频流网络

提供一种完全去中心化、高度可扩展、加密代币激励的实时视频流网络协议。开发人员可向其项目中添加实时或点播视频,提供去中心化开发堆栈中实时媒体层的解决方案,视频矿工利用livepeer节点并在GPU上对视频进行转码以换取ETH和LPT奖励。

链:以太坊,Arbitrum

联合创始人兼首席执行官为@petkanics。投资方包括DCG、Pantera Capital、Coinbase Ventures、CoinFund、Tiger Global等.

LPT当前市值6.7亿,代币当前全流通,历史最高价$99.03,历史最低价$0.3541,当前价格$21.5。

(另一个关于视频的AI项目 THETA:允许用户观看视频内容,并在点对点 (P2P) 基础上共享互联网带宽和计算资源时获得代币奖励。除了 Node Capital 和 DHVC 等机构投资者之外,YouTube 联合创始人 Steve Chen 和 Twitch 联合创始人 Justin Kan 担任其顾问。)

其他相关产品:

1)图像网络Numbers Protocol(NUM)

2)数据协议:The Graph(GRT)、Ocean Protocol(OCEAN)

3)计算网络:Phoenix(PHB)

4)分布式AI计算网络:Gensyn

四、AI应用软件

1、Arkham(ARKM):加密情报平台

区块链交易本质上是公开的,但这些原始交易数据默认是未经处理和匿名的,数据需要经过分析和去匿名化才能变得可⽤。

Arkham可以系统地分析区块链交易并对其进⾏去匿名化,向⽤⼾展⽰区块链活动背后的⼈员和公司,以及有关他们⾏为的数据和分析,让区块链数据变得可分析。

首席执行官@RealMiguelMorel,投资方包括Binance Labs、Sam Altman、Tim Draper等,背景很厉害。

ARKM的市值6.53亿美金,FDV32亿美金,总供应10亿代币,当前流通2亿。历史最高价$3.98,历史最低价$0.2878,当前价格$3.2。

其他相关产品:

Web3领域的GPT:QnA3.AI(GPT)

构建Web3基础设施:Alethea AI(ALI)

游戏相关:Sleepless AI(AI)、XAI《XAI:比特币破前高后,是否该看看链游了?》

AGI市场相关:Delysium(AGI)

内容创作者UGC 平台:NFPrompt(NFP)

AI个性化自定义:PAAL AI(PAAL)

AI综合解决方案:ChainGPT(CGPT)

分析AI:NMR、UNIBOT、BANANA

能源币:HBAR、POWR

音乐:Sonorus (SNS )

分析AI:NM、UNIBOT、BANANA

找到细分赛道头部,坚定持有。


Since the birth of the author Mrs Myra, the halving year is year after year, and the halving year of this round is year, which corresponds to the halving time. In addition to the halving event, the bull market nearby is also accompanied by the emergence of new asset models and the innovation of business models. The most dramatic increase is the new narrative of the birth of this cycle, such as the bull market platform, the smart contract, the public chain and the different sectors currently seen, etc., all of which are based on the existing old concepts for ecological function iteration and upgrading. In contrast, the exciting new narrative of this round of bull market seems to be The hot inscription tide at the end of the year brought by the appearance of the beginning of the year is still only a consensus in the Chinese circle. Recently, it is a little tired. 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I don't like the personality certificate, but they say that the track is only worth seeing, and other areas that need attention are also sorted out today. Decentralized computing power and computing power are one of the three basic infrastructures of artificial intelligence. For example, resources provided by decentralized super cloud computing market are about one-third of the cost based on the use of hosted applications. Co-founder and CEO Co-founder and Chief Technology Officer are now supported. The investors currently disclosed include the current market value of billion, the current circulation of billion, the historical highest price and the historical lowest price. The current price plate ranks first in other related targets to provide computing power rental. The current market value of the service platform is billion tokens, and the total number of tokens in circulation is about billion. 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Anyone who receives these services can use the local token to charge for the use of their services, including image, video, voice, text, time series, bio-artificial intelligence and network analysis. The founder and CEO have disclosed that the investor has a year and a month and has received an investment commitment of 10,000 US dollars from the investment group. The current market value is 100 million, and the maximum supply is 100 million. At present, more than 100 million tokens are accumulated in the currency exchange, which is about the amount of money held by the project side. Households have a certain scale of grabbing wallets on the chain. There is no history of big selling, the highest price and the lowest price. The current price plate ranks second. The analogy of other related products is to unify different algorithms under a consensus network, and to unify different application modules under a consensus network, such as the storage field of one of the three infrastructure, such as decentralized video streaming network, which provides a real-time video streaming network protocol developer with completely decentralized and highly scalable encryption tokens. Members can add real-time or on-demand video to their projects to provide a solution to decentralize the real-time media layer in the development stack. Video miners use nodes and transcode videos on the Internet in exchange for a reward chain. The co-founder and CEO of Ethereum is an investor, including the current market value of hundreds of millions of tokens, the current full circulation history, the highest price and the lowest price. Another project on video allows users to watch video content and share Internet bandwidth and computing resources on a peer-to-peer basis. In addition to institutional investors such as Hehe, the co-founder and co-founder serve as consultants for other related products, images, network data protocols, computing networks, distributed computing networks, and four application software encryption information platforms. Blockchain transactions are essentially open, but these original transaction data are unprocessed and anonymous by default. Only after analysis and de-anonymization can it become possible to systematically analyze blockchain transactions and anonymize them to the staff behind the blockchain activities in the exhibition area. The company and the data and analysis about their behavior make the blockchain data analyzable. The CEO's investors include the strong market value of US$ billion, the total supply of US$ billion tokens, the current circulation of US$ billion, the historical highest price, the historical lowest price, the current price of other related product areas, the construction of infrastructure, the game-related bitcoin, whether it is necessary to look at the chain tour, the market-related content creator platform, the personalized customized comprehensive solution analysis, the energy currency music analysis, and the firm holding of the subdivision track head. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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