Chainfeeds Introduction:
Alex Xu, research partner at Mint Ventures, wrote an article analyzing the narratives that are budding in the crypto AI track or will explode in the future, discussing and deducing the catalytic paths and logic of these narratives, related project targets, and important issues such as risks and uncertainties.
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Article author:
Alex Xu
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Alex Xu: The first perspective of AI narrative: From the supply side of the industry, look at the energy and data track opportunities behind AI. The shortage of energy and data supply may become a new wave of industry hotspots, thereby driving the craze of related projects in the crypto field. Energy targets: There are very few energy projects that have been launched on the top CEX, and there is only one Power Ledger (token Powr). Power Ledger is a comprehensive energy platform based on blockchain technology, which aims to achieve the decentralization of energy trading, promote direct electricity trading between individuals and communities, support the widespread application of renewable energy, and ensure the transparency and efficiency of transactions through smart contracts. At present, Power Ledger has a circulating market value of US$170 million and a full circulating market value of US$320 million. Data targets: 1) Streamr - DATA: Aims to build a decentralized real-time data network that allows users to freely trade and share data while maintaining full control of their own data. The current circulating market value is $44 million and the full circulating market value is $58 million. 2) Covalent - CQT: Read data from blockchain nodes through RPC, and then process and organize it to create an efficient query database. The current market value is $150 million and the total market value is $235 million. 3) Hivemapper – Honey: A decentralized global map project that aims to create a detailed, dynamic and accessible map system through blockchain technology and community contributions. The current market value is $120 million and the total market value is $496 million. The second perspective of AI narrative: GPT moment reappears, and general artificial intelligence (AGI) is coming. AGI refers to the ability of machines to have comprehensive cognitive abilities similar to humans, capable of solving various complex problems, not limited to specific tasks. AGI systems have the ability of highly abstract thinking, extensive background knowledge, common sense reasoning and causal understanding in all fields, and cross-disciplinary transfer learning. AGI's performance is no different from the best humans in various fields, and in terms of comprehensive ability, it completely surpasses the best human groups. AGI will not only replace a large number of mental workers, but also the physical service workers who are now considered "less affected by AI" will be impacted by the maturity of robot technology and the reduction of production costs brought about by the research and development of new materials. The proportion of jobs replaced by machines and software will increase rapidly. One of the corresponding targets for the impact effect brought about by the advent of AGI is Worldcoin – WLD, which has a circulating market value of $1.03 billion and a full circulating market value of $47.2 billion.
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