The Altcoin Vector #46

insights.glassnodePublished on 2026-03-18Last updated on 2026-03-18

Abstract

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Executive Summary

How to Mass-Produce AI Projects to Encrypt VC Money?

This article investigates how crypto venture capital (VC) firms are shifting investments toward AI-related projects, despite lacking access to top-tier AI startups. As traditional AI ventures prefer established investors, crypto VCs are funding less credible “Crypto” projects that often have minimal AI functionality or product-market fit. The author analyzes five recently funded projects: - **Derivio**: Originally a DEX, now rebranded as an “AI-native trading platform” with no actual AI features. - **Superpower**: An AI agent revenue protocol with a non-functional website and unclear product. - **Finrob**: A crypto research tool using free AI models; failed login attempts prevent testing. - **PlutonAI**: A DeFAI platform for automated trading, but inaccessible and potentially obsolete. - **Unicity**: A more serious infrastructure project for AI agents, yet unproven and undelivered. While a few legitimate AI projects exist (e.g., RoboForce), most are superficial attempts to capitalize on AI hype. Crypto VCs fund these projects primarily for liquidity and narrative appeal, prioritizing the “AI” label over substance, hoping to profit from the trend despite minimal real-world utility.

比推41m ago

How to Mass-Produce AI Projects to Encrypt VC Money?

比推41m ago

4 Classic Bottom-Fishing Indicators All Failed, 3 New Indicators Point to the Bottom-Fishing Opportunity?

The article analyzes the shifting effectiveness of traditional Bitcoin bottom-buying indicators and proposes new metrics to identify potential market bottoms. Four classic indicators are discussed: - **MVRV Z-Score** (currently ~1.31) is distorted by institutional holdings, making historical "extreme negative" values unlikely. - **Ahr999 Index** has remained below 0.45 for nearly 50 days, but its long-term predictive power has diminished due to macro factors. - **SOPR Metrics** show STH-SOPR consistently below 1 (bearish), while LTH-SOPR remains between 0.75–1, indicating no full capitulation. - **Mayer Multiple** (price/200-day MA) has also stayed below 0.8 for 50 days but lacks consistent predictive strength. Three alternative indicators are suggested: 1. **CVDD (Cumulative Value Days Destroyed)**: Models a historical "iron bottom" near $45,000. 2. **NUPL (Net Unrealized Profit/Loss)**: Currently at 0.2; negative values often signal market bottoms. 3. **Stablecoin Exchange Netflow**: Sustained inflows of USDT/USDC to exchanges typically precede rebounds by 2–4 weeks, but current outflows suggest no immediate bottom. The conclusion emphasizes that indicators are reference tools, not guarantees, and cautions that widespread public euphoria (e.g., mainstream adoption talks) may signal a sell opportunity rather than a buy.

Odaily星球日报48m ago

4 Classic Bottom-Fishing Indicators All Failed, 3 New Indicators Point to the Bottom-Fishing Opportunity?

Odaily星球日报48m ago

Why Did Five Giants Jump In Within a Week to Open Bank Accounts for AI?

The article discusses a significant trend where five major companies—Stripe, Paradigm, Visa, Mastercard, and Coinbase—collectively launched initiatives within a week to enable AI systems to autonomously conduct financial transactions. Stripe and Paradigm introduced Tempo, a $5 billion blockchain project focused on machine-to-machine payments via its Machine Payments Protocol (MPP). Visa launched a command-line tool for AI agents to make credit card payments, while Coinbase upgraded its x402 protocol to support broader token payments. Mastercard acquired stablecoin firm BVNK for $1.8 billion to facilitate crypto-based transactions. World, co-founded by Sam Altman, released an identity verification toolkit for AI agents. The push stems from the growing capability of AI agents to perform complex tasks independently, creating a need for payment infrastructure that doesn’t require human intervention at every step. Traditional payment giants see an opportunity to leverage their existing networks, while crypto companies argue that blockchain-based systems offer a more seamless solution for non-human entities. Despite the high valuations and investments, current transaction volumes remain low (e.g., x402 recorded ~$65k in 24 hours). The situation parallels past infrastructure booms, where early investment outpaced immediate demand. The race to dominate AI payments is underway, but widespread adoption may take time.

比推55m ago

Why Did Five Giants Jump In Within a Week to Open Bank Accounts for AI?

比推55m ago

Polymarket acquires Brahma to fix ‘liquidity imbalance’: Report

Polymarket has acquired crypto infrastructure firm Brahma to address liquidity imbalances and improve its on-chain trading systems. While popular markets like elections attract significant activity, niche markets suffer from low participation and unreliable pricing. The acquisition aims to distribute liquidity more evenly and enhance platform efficiency. Despite rapid growth and a valuation of $18–20 billion, driven by the 2024 election cycle, Polymarket faces inconsistent trading activity and a recent drop in market share. Competitor Kalshi, a regulated non-crypto platform, briefly captured 66% market share during the election. Polymarket continues to focus on crypto, with plans for a native token, contrasting with Kalshi’s traditional approach.

ambcrypto1h ago

Polymarket acquires Brahma to fix ‘liquidity imbalance’: Report

ambcrypto1h ago

New Crypto Market Structure Bill Draft Could Be Ready By Week’s End, Senator Scott Says

Senator Tim Scott announced that a new draft of the crypto market structure bill (CLARITY Act) could be ready by the end of this week. Speaking at the DC Blockchain Summit 2026, Scott highlighted progress made over the past month, crediting White House involvement for breaking a two-month deadlock. Key issues include controversial policies around DeFi restrictions and stablecoin yield payments, which have caused tension between the banking and crypto industries. The bill previously stalled due to opposition to prohibiting interest payments to passive token holders. Scott expressed optimism, stating that bipartisan efforts are addressing remaining challenges, including DeFi, ethics, and AML regulations. He emphasized the importance of clear legislation and artificial deadlines to maintain momentum.

bitcoinist1h ago

New Crypto Market Structure Bill Draft Could Be Ready By Week’s End, Senator Scott Says

bitcoinist1h ago

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