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The two main directions of Crypto x AI convergence are computing power and data.

This is an old topic for me.

Their core advantage is low cost, with other technical aspects being additional (artificial narrative). The core of low cost is using points/tokens to subsidize users, making users willingly accept being manipulated.

What is the narrative evolution of these AI projects?

From projects with only AI concepts and nothing else ($FET $AGIX wave) to projects that are now more vertical or integrated with more elements. As for mass adoption, there is currently no project that Web2 companies can bring to the forefront. Of course, I don't think we should pin our hopes on mass adoption; Crypto AI is still in the stage of asset speculation.

What are the more vertical or integrated projects now?

Vertical means AI projects focusing on specific directions, such as the previously popular AI Agents, or projects like Kaito and Nillion that use AI technology to serve specific application scenarios. Integrated projects include AI Layer1, which aims to be comprehensive, such as 0G, or the current Fetch AI, which is building an LLM + AI Agent ecosystem.

Everyone is familiar with Kaito, and I have previously detailed what 0G and Fetch AI are doing, so I won't elaborate further here. I briefly mentioned Nillion before, mainly focusing on its application scenarios: first, training private Agents, second, AI LLM model training for industries sensitive to data privacy (finance, medical), and third, decentralized identity verification.

Now Nillion $NIL is on the Binance Hodler Drop, which is both unexpected and understandable. Let's just say $BNB holders are blessed, basically getting a piece of every high-financing project (which is actually a pain point for high-financing projects, they can only list on Binance, and if they can't, they're considered a failure).

Taking this opportunity, I'll share some thoughts on Nillion $NIL beyond its application scenarios.

First, let's get some basic information about Nillion $NIL from Grok3 ⬇️

What is the current situation of Nillion?

1. The market's understanding of blind computing technology is insufficient, and many people probably don't know what blind computing is or its uses. With the Binance listing, Nillion's mindshare will significantly improve, and market participants will be motivated to actively understand Nillion's technology and adoption directions. This is a good thing. Secondly, do some market education and communicate with the community more frequently - a solid community will build a strong market mindshare moat.

2. High-end technology + high-financing valuation, the market's intuitive feeling should be: another short Ticker. But $KAITO $IP has already taught the market that the era of blindly shorting is over, and it's necessary to look at the token situation after TGE airdrop. Observable points are: Nillion's previous airdrop rules caused negative emotions in the community. This indirectly shows the project team's need for token control (this is my thought). Although the airdrop rules were later changed, the project team's revealed needs remain constant. In other words, it is not recommended to All In short.

3. In the future, Nillion's technology adoption will likely prioritize Crypto projects, such as projects doing private privacy Agents, like $NMT previously launched a health-related Agent. When dealing with data that requires privacy, infrastructure like Nillion is needed. Nillion itself is a Layer1, and the simplest strategy in the future is still to use its own token to incentivize developers (Nucleus Builder's Program) and ecosystem development to promote ecosystem growth and ensure basic technology adoption (not sustainable). Nillion's future external expansion depends on two points:

• Capturing Crypto world's mindshare and achieving cross-chain adoption;

• Whether it can obtain Web2 adoption. Currently, this is very difficult, so it's better to focus energy on Crypto adoption first.