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Interview with the Founder of an AI-Focused Investment Fund: Forget the False Narrative of 100x Returns, What Crypto x AI Assets Are Worth Watching?

Interview with Austin Barack, founder of AI-focused fund Relayer Capital. He emphasizes prioritizing real value over hype, especially in the Crypto x AI sector. Key assets discussed include: * **Venice:** A private AI platform where user data isn't shared with model providers. Its unique two-token model (VVV and DM) provides sustainable, capped user incentives for computation. Rapid user growth (3M) and token usage (15x in months) suggest significant upside. * **Grass:** Sells high-quality, specialized web-scraped datasets to AI labs for model training. With ~$50M+ ARR and triple-digit growth, its ~$400M valuation is seen as undervalued. * **NEAR:** Praised for its superior cross-chain swap infrastructure via intents, positioning it as crucial infrastructure for AI agents and decentralized applications. * **Akash:** A decentralized GPU compute marketplace gaining traction, with visible usage on platforms like OpenRouter. * **Investment Framework:** Shift from generic "buyback-and-burn" narratives to analyzing the "net token value flow"—whether token holders genuinely capture value from the underlying business. Markets are consolidating around a smaller set of quality projects with strong fundamentals like Venice, Grass, and NEAR, making targeted investments more effective.

marsbit05/26 01:56