LD Capital:POW+AI双重叙事 算力租赁平台Clore.AI月内10倍涨幅

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作者:LD Capital, duoduo

伴随KAS和TAO的强势突破,进入市值排名前50,POW系新代币引起了市场的关注。叙事好、基本面扎实、市值低的POW代币大多获得了较好的涨幅。这些新的POW代币通常与人工智能、算力服务、物联网等概念相关联,强调“有用的工作证明”(PoUW)。本报告介绍POW+AI双重叙事的算力租赁平台Clore.AI。

一、基本信息

Clore.AI是一个建立在POW基础上的提供GPU算力租用服务的平台,目前接入GPU超过5500张。团队位于欧洲,官网称符合欧洲法律,有计划于2023年12月公开团队信息。

总代币数量为13亿枚,当前流通代币量为222,287,324枚,市值大约为5500万美元。代币在2022年6月启动挖矿,上线交易所以来,最低价格为0.0059,2023年11月接连创下新高,当前最高价格为0.27,30天内实现了10倍涨幅。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

超过80%的代币在抹茶交易,10%在gate交易。最近一个月交易量持续放大,从月初的100万美元左右,到目前超过1000万美元。

二、算力行业背景

随着互联网科技的发展和成熟,人类需要寻求新的科技突破,以便获得新的经济增长点。人工智能成为新一轮科技革命押注的方向。随着ChatGPT的阶段性成功、智能驾驶的持续发展,算力成为新的基础设施。

英伟达CEO黄仁勋曾经在采访中指出,2023年只是算力建设的起步,热潮至少将会持续到2025年。根据AI领域风投公司Air Street Capital发布的《2023人工智能现状报告》,大型科技公司在建设A100集群中心,2024年预计会追加更多的投资。其顶级H100人工智能处理器2024年预计出货量在150万至200万颗之间,相较于今年预计的50万出货量,至少提高两倍。对于中小型科技公司而言,第三方算力服务平台也是选项之一。

在这种背景下,POW+AI算力服务的项目受到关注,其通过区块链的模式,将更多的算力资源汇聚起来,提供给需要算力服务的个人和机构。

三、产品与服务

业务模式

Clore.AI属于GPU算力租赁平台。在其业务模式中,拥有英伟达GPU电脑的人可以将其GPU接入网络,获得CLORE代币激励。有算力服务需求的人,可以租用算力。

业务范围包括:人工智能培训、电影渲染、VPN、加密货币挖矿等。有具体算力服务需求的时候,完成网络分配的任务;如果没有算力服务需求的时候,网络找到当时挖矿收益率最高的加密货币,参与挖矿。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

产品价格

在官网上可以查看到具体GPU型号、配置、租赁价格等内容。提供算力的一方,可以获得CLORE代币作为奖励;服务器的性能越好,获得的奖励就越多。使用算力的一方,可以用CLORE、BTC或者美元支付。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

该市场的主力芯片是RTX30、RTX40系列。这是英伟达2018年上市的带有光追功能的新一代高性能显卡,在整个英伟达芯片体系中处于中高端系列。主要运用在游戏、创作、渲染等活动中,RTX40系列被称作“游戏玩家和创作者终极平台”。如果要进行大规模的人工智能培训,更多的采用的是最新的H100和A100芯片。因此,按照Clore.AI目前的算力配置来看,电影渲染、挖矿可能是更容易执行的,人工智能训练、大规模计算则比大型算力中心要弱一些。

用户可以在官网上查看具体的型号、配置、价格。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

网络数据

在官网可以看到,网络中GPU总数超过5500个,租赁的大约为5000个,已经实现的订单接近30000个。接入的GPU处于增长的趋势。7月份最低时约为2000个左右,半年实现了翻倍以上的增长。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

伴随价格的上涨,矿工收益提高,GPU算力占比在过去一周出现较快速度的增长。从此前的1.6%左右增长至3%。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

四、代币经济学

CLORE属于POW代币,采用kawpow算法,与渡鸦币相同,抗ASIC挖矿。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。

代币总量13亿枚,自2022年6月开始挖矿,至2042年基本进入全流通,当前流通量大约为2.2亿枚。2023年底流通量约为2.5亿枚,占代币总量的20%;2024年底为4.6亿枚,占代币总量的35%;2025年底为6.2亿枚,占代币总量的48%。

代币释放如下所示:

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

持有证明系统(POH)

项目提出了持有证明系统(POH)的概念,用于激励持有CLORE代币的用户。持币者参与该系统时,CLORE代币始终存放在自己的钱包中,没有锁定期,存取自由。持有CLORE代币越多,出租设备时获得的奖励就越多;租赁使用设备时可以获得高达50%的费用折扣。目前大概有5600万枚代币参与了POH,占当前流通量的25%左右。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

代币持仓分布

持仓前100地址共持有1.3亿枚代币,占当前流通量的59.32%。由于浏览器没有标记,因为无法识别具体持币人分布。

LD Capital解读Clore.AI:POW+AI双重叙事,代币价格月内飙升10倍

五、未来发展

根据团队路线图,未来一年主要事项包括:

2023 年 12 月,主要是市场营销,推动代币上所,寻找新的合作伙伴。

2024 年第一季度,推出 Clore Storage,出租存储空间,数据管理的协作和效率。

2024 年第二季度,推出Clore VPN,提供VPN服务;推出CLORE OS,加载服务器监控功能,可密切关注 GPU 的性能指标。

2024 年第三季度,基于Clore OS建立统一市场,更好地进行算力资源的动态调整和分配,无论是繁重的计算任务还是最优的挖矿策略都可以得到较好的资源配置。

六、结论

基本面看,Clore.AI 属于POW+AI双重叙事,其GPU算力平台已经完成初步搭建,形成中高端GPU集群,商业模式完整,业务明确。团队有较为明确的发展路线,以及交付能力,此前计划基本按时交付。

资金面看,近期由于POW和AI的热度,资金涌入该赛道,寻找低市值标的。Clore 30天获得了10倍涨幅,短期上涨幅度较大。

后续关注项目的持续发展,包括GPU是否持续增长、算力占比是否维持稳定或上涨、项目是否获得大公司的合作或者订单等。


The author entered the market value ranking with the strong breakthrough of harmony, and the new tokens attracted the attention of the market. Most of the tokens with good narrative and solid fundamentals and low market value gained a good increase. These new tokens are usually associated with the concepts of artificial intelligence computing services, Internet of Things, etc., emphasizing the useful work permit. This report introduces the dual narrative computing rental platform. The basic information is a platform that provides computing rental services based on it. At present, more than one team is located in Europe, and official website says it conforms to European law. The total number of tokens in circulation is 100 million, and the market value of tokens is about 10,000 US dollars. The lowest price of tokens has hit new highs in succession since the start of mining and online trading in January, and the current highest price has doubled in the past few days. Interpretation of the double narrative token price, the number of tokens that have soared more than 100 times in matcha trading in the last month has been continuously enlarged from about 10,000 US dollars at the beginning of the month to more than 10,000 US dollars at present. Second, with the Internet, the industry background has been enhanced. With the development and maturity of science and technology, human beings need to seek new breakthroughs in science and technology in order to obtain new economic growth points. Artificial intelligence has become the betting direction of a new round of scientific and technological revolution. With the continuous development of intelligent driving, computing power has become a new infrastructure. NVIDIA Huang Renxun once pointed out in an interview that 2008 is only the initial upsurge of computing power construction, and it will last at least until 2008. According to the report on the status quo of artificial intelligence released by venture capital companies in the field, large technology companies are expected to add more in the construction of cluster centers in 2008. Investing in its top artificial intelligence processors, the estimated annual shipment volume is between 10,000 and 10,000, which is at least twice as high as this year's estimated shipment volume of 10,000. For small and medium-sized technology companies, the third-party computing service platform is also one of the options. In this context, the projects of computing services are concerned, and more computing resources are brought together to provide individuals and institutions that need computing services through the blockchain model. Third, the business model of products and services belongs to the computing leasing platform, and it has Yingwei in its business model. People who reach the computer can access it to the network to get tokens to encourage people with computing power service needs to rent computing power. The business scope includes artificial intelligence training, movie rendering, cryptocurrency mining, etc. When there is a specific computing power service demand, the network can complete the task of network distribution. If there is no computing power service demand, the network will find the cryptocurrency with the highest mining yield at that time to participate in mining. Interpretation of dual narrative token prices soared twice in a month. On official website, you can see the specific model configuration rental price. The party that provides computing power can get tokens as a reward server. The better the performance, the more rewards will be obtained. The party that uses computing power can pay in US dollars to interpret the price of dual narrative tokens. The main chip in this market is the series. This is a new generation of high-performance graphics cards with light chasing function listed in NVIDIA in the whole NVIDIA chip system. The series is mainly used in activities such as game creation and rendering. It is called the ultimate flat for gamers and creators. If Taiwan wants to carry out large-scale artificial intelligence training, it uses the latest chips more. Therefore, according to the current computing power configuration, it may be easier to perform film rendering and mining, and large-scale computing is weaker than that of large-scale computing centers. Users can check the specific model configuration price on official website to interpret the price of dual narrative tokens, and the network data has soared twice in a month. In official website, we can see that the total number of leases in the network is more than 10, and the realized orders are close to one after another. Incoming is in the trend of growth, and the lowest month is about six months, which has more than doubled. Interpretation of the double narrative token price has soared times in a month. With the increase of the price, the proportion of miners' income has increased rapidly in the past week, from the previous left and right to the interpretation of the double narrative token price. Four token economics belongs to token adoption algorithm, which is the same as raven coin. Anti-mining tokens are not pre-excavated, and each block is allocated to miners, lessors and groups. The total number of tokens in the team is about 100 million, which has basically entered full circulation since mining began in June to 2000. At present, the circulation at the end of the year is about 100 million, accounting for 100 million of the total number of tokens at the end of the year, accounting for 100 million of the total number of tokens. The release of tokens accounts for 100 million of the total number of tokens is as follows. The interpretation of the dual narrative token price has soared twice in a month. The project of proof of possession system has put forward the concept of proof of possession system to encourage users who hold tokens to participate in the system. In the era, coins are always kept in their wallets without The more tokens you hold freely, the more rewards you get when renting equipment. You can get a high discount when renting equipment. At present, there are about 10,000 tokens participating in the interpretation of the current circulation. The price of double narrative tokens has soared in a month. The address before the position has a total of 100 million tokens, which accounts for the current circulation. Because the browser has no mark, it is impossible to identify the distribution of specific holders. The price of double narrative tokens has soared by five times in a month. According to the team road map, the future development. The main events in the coming year include the year, mainly marketing to promote the search for new partners on tokens. In the first quarter of the year, the collaboration and efficiency of renting storage space data management were launched. In the second quarter of the year, the service was launched. The performance indicators that can be closely watched by loading server monitor functions were launched. In the third quarter of the year, based on the establishment of a unified market, the dynamic adjustment and allocation of computing resources can be better. Whether it is a heavy computing task or an optimal mining strategy, better resource allocation can be achieved. Fundamentally speaking, it is a dual narrative, and its computing platform has been initially set up to form a high-end cluster business model. The complete business is clear, and the team has a relatively clear development route and delivery capacity. Previously, it was planned to basically deliver funds on time. Recently, due to the heat of peace, funds poured into the track to find low-value targets, and the short-term increase has been doubled. Follow-up concerns include whether the sustainable development of the project will continue to grow, whether the proportion of computing power will remain stable or increase, and whether the project will receive cooperation or orders from large companies. 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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