Author: Sleeping in the Rain
From my understanding, the combination of Crypot x AI is nothing more than two ideas, namely:
What can Crypto do for the AI industry?
How can the AI industry empower Crypto?
I will write another article to talk about AI+ computing (computing power) later. Today I mainly want to talk to you about the sub-track under "AI+ application": AI+ game.
The AI game with the largest market value at present should be $PRIME. Parallel is a sci-fi themed card game similar to Hearthstone (this game has nothing to do with AI and is deployed on Base). In the future, the team will launch another mobile game called Colony. Colony focuses on two concepts: Solana + AI Agent. An AI game built on a mobile phone, and superimposed with the concept of Solana (mobile phone), probably noting.
Parallel has completed two rounds of financing before. The first round was led by Paradigm and raised US$50 million. The second round raised US$35 million with Solana Ventures participating.
In addition, the AI protocol Wayfinder launched by Parallel is also worthy of attention.
Another AI game invested by Paradigm is AI Arena (led by Paradigm and Framework Ventures, with a financing of US$11 million).
AI Arena is a PvP fighting game. In simple terms, users can train their own AI characters to fight in the game. The battles in the game are similar to Nintendo's "Super Smash Bros."
I think an interesting point is that AI Arena's main goal is to improve players' ability to use AI through gamification. In addition, AI Arena pays more attention to NFT (AI training) assets created by players, hoping to build an IP asset market and match bilateral markets.
Currently we can go to the official website and complete social tasks to get points: https://hub.aiarena.io/ref/284ZA79Y
There are two other AI+ game projects from BN. One is Xterio, which raised $45 million and launched an AI pet game. The other is Ultiverse, which raised $13.5 million and launched Bodhi Protocol. Bodhi Protocol uses a large language model and a Stable Diffusion model to generate a variety of content in the game.
But these two PUAs have been going on for too long, and I’m a little tired of these two projects.
For details, please refer to Mint Ventrues's "Project Overview: Ultiverse, an AI+ Gaming Project Backed by Top Institutions": https://mirror.xyz/mintventures.eth/-c9ZT6hvE7taPk4lcmhNnD2rE1jif9WjKIjjRmCJWEs
Xterio and Ultiverse are both platform infrastructure protocols. We can think of them as game distribution platforms. Xterio launched an AI game, while Ultiverse uses the underlying infrastructure to support AI game teams to build on it. From this perspective, Ultiverse has greater potential than Xterio.
Another AI game infrastructure protocol is $DYM Staker's first hair $NIM . $NIM is a RollApp built on Dymension, with EVM as the execution environment, Celestia as the DA layer, and Dymension as the settlement layer. Although it does not go into detail, my understanding is that it also wants to provide convenience for AI game developers by building AI infrastructure services. Currently, NIM Network has launched an AI game alliance, and protocols such as Avail and Ocean Protocol have confirmed to join the alliance.
From a macro perspective, AI+ games is a very sexy narrative. The development of AI is the general trend, and games are one of the important application areas of the Web3 industry. I believe that there will definitely be more projects like the ones mentioned above in this track in the future (or old projects will force themselves to use the narrative).
How to make money?
Participate in the early bird free points event, or buy expectations (for example, $PRIME will launch the Colony Alpha version in Q4 of 24/Q1 of 25). In terms of token speculation in AI games, I only consider $PRIME and Avatar (NFT).
