@tajemnicekrypto@kornik_crypto Przypomnę że blockchain do działania nie musi mieć tokena, mogę też to zrobić jako dlt, Nestle już od kilku lat używa blockchain żeby udowadniać dostawcą że półprodukty które używają nie są brane z krajów gdzie jest wyzysk
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GM
You are not bullish enough on AI infrastructure layer. Infrastructure and tools will always be needed to build and execute. It has always been the case and the ones that provide tools & infrastructure stand to gain a ton.
It's not flashy, no wow effects, it's boring but very lucrative in the long run.
$TAO - a decentralized AI infrastructure network (with TAO token) enabling open participation via subnet compute & model markets
It's on the way to get that institutional capital inflow. @Grayscale is paving the way.
$AVM - an agent-focused execution layer built on MCP that enables sandboxed, scalable tool execution for agents (with a roadmap toward decentralized nodes)
Sits at 6M FDV, bootstrapped, no VC raises as of today, competitors sitting at $1B+ valuations with $100-250M funding.
High ticket clients will come once SOC2 Type II is passed (they need security on high level). Modal, LangChain, Baseten have all passed SOC2 Type II (all are valued above $1B each)
One is my retirement bet, the other is asymmetrical bet on a start-up I believe in.
We are still early.