A foreign media commentary states that artificial intelligence remains one of the most watched themes in this market cycle. As institutional adoption progresses and real-world applications expand, some funds may flow back into AI-related crypto projects once market sentiment recovers. The article also mentions that IPO progress for companies like OpenAI or Anthropic could further boost market attention to the AI narrative.
Despite market correction, the AI sector remains promising.
The article argues that the overall crypto market remains under pressure, with Bitcoin hovering around the midpoint of the $60,000 range. However, the author does not view this weakness as a trend reversal, but rather as a consolidation phase following a decline in risk appetite.
The article also mentions that the market performance may remain weak in the coming months. Before sentiment recovers, funds are more likely to be concentrated in a few projects with products, users, and revenue support, rather than tokens driven by themes.
Near has been listed as a key project.
Regarding specific targets, the article first names Near Protocol. Reasons include its still-growing network and its infrastructure deployment related to privacy-preserving AI applications. The evidence listed in the article includes:
- Cross-chain exchange and settlement volume is approximately US$24 billion.
- Continuing to expand into privacy AI applications
- Provide related infrastructure support for projects such as Venice
The article also mentions that the AI Agent economy is considered one of the fastest-growing sectors in the coming years, which is one of the reasons why Near has gained attention.
TAO and Venice are also considered promising.
Besides Near, the article lists Bittensor (TAO) as an important project in the field of decentralized AI. The author cites Nvidia CEO Jensen Huang's statement that "intelligence may become the universal currency of the future," believing that TAO is building its market around this idea.
Venice has also been added to the watch list. The article states that the token faced skepticism after completing a $65 million Series A funding round, but these concerns may have been partially priced in by the market. The author mentions that Venice recently integrated the Kimmy K3 AI model and continues to advance its privacy-focused AI infrastructure.
In addition to the AI sector, the article also mentions Hyperliquid, Zcash, and XRP. Hyperliquid is listed as a stock to continue monitoring during pullbacks, while XRP is described as one of the high-confidence holdings outside the AI sector.
