Opinion by: Kony, co-founder and CEO of GAIB
During the golden bustle, it was not the seekers of the rich fate. While assuming that you can pick up your picks and shovels and be rich overnight, it is a weakening job with no guaranteed return. The benefits are the infrastructure providers. Those with land -owned, pick and shovel sellers and transportation suppliers saw a real return to investment, while the remainder searched day and night for gold they had never found.
This is still true today. Invested in the “boom” infrastructure get more than hype claims. In this year’s Q1, the AI tokens Crypto’s narratives are dominatedholding 37.5% of the investor’s global interest in Q1. Degens started jumping, hoping that the next 10x would be launching them in early retirement.
Although not all integrations are shallow, and real advances come from some players, the Degens are chasing the noise and attracting AI tokens such as settlers running the mine.
The compute bottleneck no one is watching
By 2030, data centers will require nearly $ 7 trillion to maintain compute demand. Without compute, AI projects (or tokens) cannot exist. Like the infrastructure in the golden hustle, this is the bottleneck without watching. The compute is the lifeblood of AI: income development and important, but a difficult resource nonetheless. Crypto may not have noticed it yet, but the Tradfi institutions certainly have. The main movements of the institution occur, with large tech hoarding chips and Investing in data centers. However, at the same time, they have difficulty underwrite these deals, leading to a lack of capital flow for AI operators.
Here’s where the opportunity lies for the crypto, and why the industry is playing wrong so far. The original crypto goals were to make infrastructure open, and we did this for financial plumbing. Why don’t you consider it for AI infra, too? Retail buys headlines while institutions buy hardware. A market-developed market is not sustainable, but a market-developed market allows us to control our own hands and create something perennial.
Compute as first real live rwa
Looking beyond the speculation of token design, the real yield from productive property is on our reach. The compute is digital-native, composable and with measurable output. It is uniquely positioned as a major real-world asset (RWA). Instead of betting on the latest GPT Memecoin, investors can go straight to the resource and owner a cut of what power to the next chatgpt. This technology is true, exists and is ready to build markets around the infrastructure that empowers the new economy. As users, all we have to do is move our attention and remember what can be achieved for fellow investors and society.
Related: The $ 3.5B Shift: How Bitcoin’s miners are cashing in AI
The compute is active. It stands in traditional and passive RWAs, such as bonds, real estate, art and collectivity, etc. The calculation, on the other hand, the powers are live demand, feeds the AI models and generates produce in real time, which can be passed on to those who participate in these capital markets as real, sustainable onchain yield. Than being Basy A tokenized paper owner, it provides raw economic materials of AI’s age. If Crypto wants to be important to the AI stack, it should start here and jump to a new RWA class.
If crypto wants to shape AI, it needs to fund the railroads
Gold haste is obviously one thing: infrastructure always releases hype. The true power of crypto never pursues the hype but the development of open, uncontrollable markets. AI may be before, but the lesson is no specific time. Railroad controls are shaping the future.
Opinion by: Kony, co-founder and CEO of GAIB.
This article is for general information purposes and is not intended to be and should not be done as legal or investment advice. The views, attitudes, and opinions expressed here are unique and do not necessarily reflect or represent the views and opinions of the cointelegraph.
