There are 5 core elements of the intersection of AI and crypto that I find most compelling. In no particular order:
1. Consumer AI apps that maintain data privacy 2. Distributed training of AI models comparable to those of the frontier labs 3. Data protocols to support model pretraining 4. Tokenized compute 5. Identity attestation
All of these categories have liquid tokens with demonstrated traction, revenue, and accelerating growth. Very likely in my opinion that they materially outperform the broader market from here
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