Leaving the Crypto World for AI: Is It Really a Clear-Headed Choice?

marsbitPublicado em 2025-12-24Última atualização em 2025-12-24

Resumo

The author observes a growing trend of people exiting the Web3 space to fully commit to AI, but argues against this binary choice. Instead, the piece advocates for finding synergies between AI and Crypto, identifying AI × Crypto as an underestimated, foundational sector. Examples include AI agents, on-chain data, decentralized computing, AI payments, and stablecoins. The article refutes the notion that the crypto industry is dead, citing historical cycles like the post-2018 ICO crash followed by the 2020 DeFi Summer. It highlights irreversible trends such as stock tokenization by Nasdaq, blockchain exploration by SWIFT, and stablecoins capturing ~15% of cross-border payments. While emphasizing that learning AI is essential to avoid obsolescence, the author cautions against viewing it as a guaranteed path to wealth. AI is a tool that lowers startup barriers but raises the bar for success, potentially accelerating wealth concentration in centralized companies. The piece notes the monumental returns of AI stocks like NVIDIA (200-300x in 10 years) and early private investments, but points out that such opportunities are largely inaccessible to retail investors. For them, early-stage opportunities remain more viable in Web3. The conclusion recommends continuing to learn both Web3 and AI in 2026, researching AI stocks, and focusing on the intersection of AI and Crypto. The key is not to abandon crypto but to upgrade one's cognitive framework.

Original Author: DeFi Teddy, Founder of Biteye

Recently, I've clearly noticed a trend:

More and more friends around me are liquidating their Web3 holdings and going all in on AI.

I don't entirely agree. Here's my brief take.

Conclusion first: It's not about choosing sides, but finding the intersection.

Crypto & AI: Not an Either-Or Choice

AI and Web3 are not conflicting; instead, they are converging.

I myself am learning Vibe Coding and leading a team in an AI startup, while continuously researching new opportunities in Web3.

What's truly underestimated is:

The "enlightenment-level track" of AI × Crypto.

Agent, on-chain data, decentralized computing power, AI payments, stablecoins......

Leaving now might mean missing out on the early stages.

Is the Crypto World Really Over? History Has Already Given the Answer

The "crypto is dead" slogan has been cried wolf many times, for example:

After the 2018 ICO crash and global regulation, many left, thinking the industry was dead.

But in 2020, DeFi Summer emerged,

and Wall Street and regulators began truly embracing crypto.

Although BTC is under pressure now, the trend of traditional finance being revolutionized by blockchain is already irreversible:

- Nasdaq is advancing stock tokenization,

- SWIFT is exploring blockchain solutions,

- Stablecoins already account for about 15% of cross-border payments.

AI Must Be Learned, But Don't Mythologize It

Not learning AI will inevitably lead to being left behind.

But AI itself is not a money printer; it's just a tool.

AI lowers the barrier to entrepreneurship,

but also raises the bar for success.

Just like the mass entrepreneurship wave in 2015:

Super individuals will definitely emerge,

but the vast majority will just be more efficient workers or small business owners.

The reality is harsh and must be recognized: AI will accelerate wealth inequality because the biggest beneficiaries are centralized companies.

AI Stocks Must Be Watched

Deepseek data:

NVIDIA has risen 200–300 times in 10 years,

comparable only to Bitcoin's 300 times and Ethereum's 1200 times.

A domestic example: the previously hot Moore Threads. Early investor Peixian Qianyao achieved an investment myth of 6000 times returns and 12 billion in paper gains. However, such opportunities are inaccessible to ordinary retail investors. For the average person, early investment opportunities are still more accessible in web3.

Summary:

In 2026, continue learning Web3 + AI, while researching AI stocks, with a focus on the intersection opportunities of AI × Crypto.

It's not about fleeing the crypto world, but about upgrading your cognition. What do you all think?

Criptomoedas em alta

Perguntas relacionadas

QAccording to the author, what is the relationship between AI and Web3?

AThe author believes that AI and Web3 are not in conflict but are instead converging. He argues that the truly undervalued area is the 'enlightenment-level track' of AI x Crypto, which includes opportunities in Agent, on-chain data, decentralized computing power, AI payments, and stablecoins.

QWhat historical evidence does the author provide to counter the claim that 'the crypto circle is dead'?

AThe author cites the ICO crash and global regulation in 2018, after which many people left, believing the industry was dead. However, DeFi Summer emerged in 2020, and traditional finance began embracing cryptocurrency. He also points to ongoing trends like Nasdaq advancing stock tokenization, SWIFT exploring blockchain solutions, and stablecoins accounting for about 15% of cross-border payments.

QWhat is the author's view on the impact of AI on wealth distribution?

AThe author states that AI will accelerate the wealth gap because the biggest beneficiaries are centralized companies. While AI lowers the barrier to entry for entrepreneurship, it also raises the threshold for success, potentially leaving most people as more efficient workers or small individual businesses rather than achieving significant success.

QWhat investment example does the author use to illustrate high returns, and what point does he make about accessibility for ordinary investors?

AThe author mentions that Nvidia's stock rose 200-300 times over 10 years, comparable to Bitcoin's 300x and Ethereum's 1200x. He also cites the example of Moore Threads in China, where early investors achieved a 6000x return. However, he notes that such opportunities are not accessible to ordinary retail investors and suggests that Web3 offers more friendly early investment opportunities for the average person.

QWhat is the author's final recommendation for 2026 regarding Web3 and AI?

AThe author's final recommendation is to continue learning about both Web3 and AI, research AI stocks, and focus particularly on the intersection opportunities of AI x Crypto. He emphasizes that this is not about fleeing the crypto circle but about upgrading one's cognitive understanding and perspective.

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