🤖 Is the AI Season Coming?
The White House is aggressively promoting its AI strategy, with giants like Microsoft, Google, and OpenAI vying to offer advice, and the on-chain AI sector is taking the lead in stirring up excitement.
In the past week, most Web3 AI tokens have seen strong gains, accompanied by a series of new developments such as product iterations, treasury strategies (DAT), and exchange listings.
Representative projects include:
@worldcoin (WLD): Eightco announced $2.50B in financing and launched the WLD treasury, with the stock price once soaring 53 times, WLD up 123% monthly, and a market cap of $3.90B.
@opentensor (TAO): Multiple listed companies and European ETPs are deploying TAO reserves, with a market cap of $3.25B.
@StoryProtocol (IP): Grayscale issued a trust, Heritage repurchased $220.00M, up 32% in 7 days, with a market cap of $3.13B.
@virtuals_io (VIRTUAL): Co-organized an AI hackathon with the Ethereum Foundation, up 21% in 7 days, with a market cap of $830.00M.
@KaitoAI (KAITO): Annualized revenue exceeds $40.00M, launched Capital Launchpad, with a market cap of $320.00M.
@OpenledgerHQ (OPEN): Listed on Binance and Korean exchanges, up a maximum of 231%, with a market cap of $310.00M.
@codatta_io (XNY): Premiered on Binance Wallet, in cooperation with Hooked,
@flock_io (FLOCK): Cooperating with Nasdaq-listed companies, listed on Coinbase and Binance, up 48% monthly, with a market cap of $87.30M.
@JoinSapien (SAPIEN): Base ecosystem AI data protocol, up 39% in 7 days, with a market cap of $54.80M.
@myshell_ai (SHELL): Launched ShellAgent 2.0 and a hackathon, with over 1.40M users, and a market cap of $35.60M.
@CreatorBid (BID): Trading volume exceeds 2800 ETH, a new incentive system is launched, up 63% in 7 days, with a market cap of $38.80M.
@QuackAI_AI (Q): Completed financing and announced token economics, supported by Binance, with a market cap of $23.10M.
Overall, the AI track is becoming a new narrative outlet after the MEME tide recedes. From treasury models to RWA linkages, and then to DeFi and data infrastructure, on-chain AI is undergoing a round of comprehensive expansion.