Some AI infra projects (both pre and post TGE) I'm watching:
- Bittensor (darwinian AI network with subnets)
- Sentient (leading open-source AI player)
- OpenLedger (platform for attributable datasets)
- Gensys (decentralized intelligence network)
- EigenCloud (verifiable compute network)
- NEAR (AI-focused L1 blockchain)
- Infinit (agentic coordination layer)
- Vistara (agentic execution layer)
- Talus (AI agent infrastructure network)
- Ritual (sovereign chain built for AI)
- Gaia (decentralized AI inference)
- IOnet (decentralized GPU network)
- Theoriq (swarm coordination framework)
What else?
One of the most important parts of the @a16zcrypto report imo
DeAI vertical comes with huge potential, and it's not just about the benefits that AI and agents can and will bring to the app/UX layer of crypto.
On the infra level, decentralized networks can address some of the major pain points the AI industry is facing.
- Proof-of-Humanity systems help to separate human and AI activity
- DeFi ecosystems provide the economic base layer for AI agents
- Blockchains can provide scalable IP systems in the age of AI
- Decentralized compute and coordination networks keep AI open
While the AI hype in crypto has largely subsided since the end of the first agent wave, I'm sure we'll see a comeback of this vertical when markets accelerate again.
When it does, the infra layer could capture quite some attention imo.
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