BAEK

SSUMOK

[일평 @ilpyung98]

@_nodelay 그냥 농담해봤습니다 😄

[Dima @dimakhanarin]

178 projects, $2B raised, 54 live tokens, $63B+ FDV.

The Crypto x AI space is booming, and post-Devcon, I built a map with all projects I know.

3 categories:
- Apps
- Middleware
- Infra

Includes funding data and live tokens 🧵👇
-----

1) Apps (31 projects, $240M+ raised, 8 tokens live, $3B+ total FDV):

1.1) DeFi apps
- 6 projects, $1M raised, no tokens live
- @rug_ai, @RPS_Labs and others

1.2) Chatbots
- 4 projects, 1 token live, $10M+ total FDV.
- @Libertai_DAI and others

1.3) Payment apps
- 6 projects, $33M raised, no tokens live
- @PaymanAI ($13.8M raised), @trySkyfire ($9.5M raised, @BitteProtocol ($7.5M raised) and a few more

1.4) Agents-influencers
- 10+ projects, 10+ tokens live, $3B+ total FDV.
- TT, ai16z, Zerebro, @centienceio and others

1.5) Engineering and Security
- 4 projects, $33M raised, 2 tokens, $200M+ total FDV.
- @Chain_GPT ($CGPT, $120M FDV), @FortaNetwork ($FORT, $100M FDV), @MetaTrustLabs ($10M raised) and @testmachine_ai

1.6) Consumer
- 6 projects, $12M raised, 2 tokens live, $100M+ total FDV.
- @aiarena_ ($NRN, $80M FDV), @bottoproject, ($BOTTO, $60M FDV) and others

1.7) Intelligence tools
- 4 projects, $163M raised, 2 tokens live, $2B+ total FDV.
- Arkham Intel ($ARKM, $2B FDV), Kaito, Dune and Messari.
-----

2) Middleware (106 projects total, $800M+ raised, 25 tokens live, $18B+ total FDV)

2.1) Training and Coordination
- 16 projects, $120M raised, 4 tokens live, $10B+ total FDV.
- Includes well-known Bittensor and Sentient, but also contenders @assisterr, @Pluralis__ and others.
- For liquid plays look at @Dither_Solana ($DITH, $10M FDV), @hyper_tensor ($TENSOR, $25M FDV) and @communeaidotorg ($ COMAI, $200M FDV) for liquid plays

2.2) Inference
- 17 projects, $57M raised, 2 tokens live, $50M+ total FDV.
- Allora Network ($35M raised), @OpenGradient ($8.5M raised), @hyperbolic_labs ($7M raised) and smaller teams like @openex_network ($OEX, $45M FDV)

2.3) Data: Platforms, Collection, IP, Monetization, Provenance
- 23 projects, $240M raised, 7 tokens live, $1B+ total FDV.
- Has many well funded protocols: Story Protocol ($134.3M raised), Space and Time ($50M raised), @saharaai ($43M raised), Ocean Protocol ($OCEAN, $500M FDV), Vana ($25M raised), Hivemapper ($HONEY, $500M FDV).

2.4) Privacy
- 14 projects, $250M raised, 2 tokens live, $800M+ total FDV.
- Zama ($82.3M raised), Nillion ($50M raised), Oasis Protocol ($ROSE, $800M FDV) and Fhenix ($22M raised) and others.

2.5) Agent Platforms
- 24 projects, $175M raised, 6 tokens live, $6.5B+ total FDV. The most hyped category now.
- Fetch AI ($FET, $3.5B FDV), @Spectral_Labs ($SPEC, $1B FDV), @virtuals_io ($VIRTUAL, $450M FDV), @autonolas ($OLAS, $850M FDV), @MorpheusAIs ($MOR, $800M FDV) and others

2.6) Research
- 3 projects, $5M raised, no tokens live
- @NousResearch, @physynAI and @peri_labs

2.7) Data Collection / Labeling
- 9 projects, $30M raised, 1 token live, $120M+ total FDV.
- @getmasafi ($MASA, $126M FDV), @din_lol_ ($8M raised), @KivaAi ($7M raised) and others
-----

3) Infra (41 projects total, $1B+ raised, 24 tokens live, $42B+ total FDV)

3.1) Compute
- 22 projects, $212M raised, 14 tokens live, $11B+ total FDV.
- Gensyn ($50M raised), Render ($RENDER, $4B FDV), @HiveDistributed ($13M raised), @PhalaNetwork ($PHA, $125M FDV), Aethir ($ATH, $2.6B FDV), @fluence_project ($FLT, $250M FDV), @spheron ($7M), @akashnet ($AKT, $1B FDV), @nosana_ai ($NOS, $330M FDV), @Neura_io ($ANKR, $342M FDV), @RunOnFlux ($FLUX, $250M FDV) and many others

3.2) AI Chains
- 10 projects, $357M raised, 4 tokens live, $9B+ total FDV
- @OG_network ($325M raised), Autonomys ($33M raised), https://t.co/hNaff55hA0 ($IO, $1.8B FDV), Ritual ($25M), @golemproject ($GLM, $370M FDV), Ora ($ORAI, $120M FDV) and others

3.3) Data Storage
- 8 projects, $374M raised, 5 tokens live, $10B+ total FDV.
- GenesysGk ($43M raised), @storj ($STORJ, $210M FDV), Ceramic Network ($30M raised), @Rivalz_AI ($11M), @AIOZNetwork ($AIOZ, $900M FDV), @ArweaveEco ($AR, $1.2B FDV)

3.4) Proof of Humanity
Well-known WorldCoin, raised $115M, $WLD, $22B FDV
-----

Why did I do this gigantic exercise?

To help VCs and degens uncover shiny new tokens, of course 😂

But really, I wanted to unpack the hype:
- Is the space well-funded?
- Are there strong protocols across categories?
- Is there real traction beyond AI memecoins?

The answer is mostly no.
- The space remains underfunded - $2B is almost nothing.
- Competing with centralized labs in AI stack development is tough.
- Most "traction" is still speculative and robust apps haven't emerged yet.

Right now, funding is concentrated in infra and middleware—but this will shift.

I align with a16z: value accrual will move to apps in the coming years.

And finally, all of this crypto x AI economy will be cross-chain and powered by @EverclearOrg.
-----

Big thanks to @0xPrismatic, endless Devcon side-events, and all folks contributing to this effort 👏

Apologies if there is anything incorrect or out of date - space is moving fast and we might have missed something.

P.S. I’m dreaming of automating this research with next-gen agents someday— Open AI, wen full o1?

[TOmorror @Metaoasis_]

@Metaoasis_ ✖️ @GateWeb3Wallet #Airdrop is Live!

🗓️Duration: Aug 21 - Sep 21

🔥Rewards
🪨 Stone Hammer*1
🥤Energy Soda *1
🍎Red Card*1
🃏Points Cards*5

👻Join now: https://t.co/YDwvci2GYP

#MomoAI

[BAEK @baekssumok]

저는 @followin_io 에서 #BTC 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/pwoWsPXbuf

[Catizen @CatizenAI]

Honored to be featured on @CoinDesk 's homepage and grateful for their strong support of Catizen's "Heal the World🌍" initiative.
The recent article features a conversation with Catizen co-founder Tim Wong (@kamentrader996), exploring why Catizen has the potential to become a lasting franchise.🐱

#Catizen #GameFiWeek #CatizenVibeHealtheWorld

[Catizen @CatizenAI]

Thanks @CoinDesk for inviting @CatizenAI Foundation's chairman Tim Wong(@kamentrader996) for GameFi Week Discussion!💎
Looking forward to seeing you on Thursday 12 p.m. ET!🔥

Catizens, set a reminder so you don't miss it! 😻🔔
https://t.co/KXmECXZanS

#Catizen #TON #GameFiWeek

[BAEK @baekssumok]

저는 @followin_io 에서 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/d3ci5421Id

[Catizen @CatizenAI]

🌟 Exclusive Airdrop for Catizen Social Participants! 🌟

xZEN is the special reward for those completing assists and on-chain interactions in Catizen, representing the social spirit of our airdrop. To thank those bringing new friends into the game, xZEN holders will receive extra Catizen Airdrop shares! 🎉

Catizen values every effort made to introduce new friends to the community, recognizing the importance of assisting both oneself and others. For those who haven’t earned xZEN yet, now’s the time to join in and reap the rewards.

Catizen's vibe: Play for the airdrop🪂, Heal the world! 🌍

#TON #Mantle #Catizen

[Catizen @CatizenAI]

🌟 A Special Thank You to the Early Catizen Community! 🌟

wCATI is an exclusive gift for the 1st Catizen Launchpool participants, with no more to be issued. Holders of wCATI will receive extra Catizen Airdrop shares! 🎉

In addition to playing Catizen for AirDrop, you will also earn airdrop rewards by actively participating in Catizen’s new features!. Your enthusiastic participation and active involvement drives the Catizen journey, and it’s a pleasure to share it with you. 🐱✨

Catizen's vibe: Play for the airdrop🪂, Heal the world! 🌍

#TON #Mantle #Catizen

[Bitget Wallet 🩵 @BitgetWallet]

🎉【TONNECT 2024】TON Ecosystem Carnival July Event Launch! Our first partner is @CatizenAI!

✨ Head to #Catizen and check-in to earn an additional 60 $fish. Complete three check-ins to share a $30,000 $TON prize pool! New users who complete tasks during the event will also receive a guaranteed 5 GASU reward! Join us now!

☁️ How to enter:
1️⃣ Download #BitgetWallet: https://t.co/PKVWAyvBE6
2️⃣ Access "Earning Center"
3️⃣ Complete Catizen tasks

📅 Event period: July 8, 18:00 to July 22, 18:00 (UTC+8)

📘 Find out more: https://t.co/JqnbnfpcCm

#TONNECT2024 #BitgetWallet

[BAEK @baekssumok]

저는 @followin_io 에서 #BTC 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/UaY4syaQ0z

[TOmorror @Metaoasis_]

❤️‍🔥After months of development, we're thrilled to announce Momo 1.9‼️

🎏This version marks a new era for Momo, transforming us from a simple airdrop game into a comprehensive platform!

🕹️Explore now: https://t.co/6rR8MGvE8P

💜Key updates you can check include: platform structuring, upcoming game previews, and a revamped "Me" page for better asset management.

🗞️Details: https://t.co/W9H5ppJjLB

Stay tuned for more!

#MomoAI

[BAEK @baekssumok]

저는 @followin_io 에서 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/fnHJ9OlJ87

[BAEK @baekssumok]

저는 @followin_io 에서 #BTC 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/iWmaMnqHPS

[Catizen @CatizenAI]

Catizens! 🌍😺
We are pleased to announce the start of our raffle dedicated to the exciting event "Catizen Party"! 😍This is a great opportunity to have fun with your cats and play Catizen!

😻Join in, share videos of you and your furry friends playing Catizen and get a chance to win!🐱

📣To take part, post the video in the telegram channel or in the kitty show (https://t.co/9iqDu1sXt7)
and indicate the hashtag #CatizenVibe + UID

🎉 Don't miss the opportunity to win great prizes and show off how much fun your cat has at playing!🚀

Winner will receive Ton💎 and Fish Coin🐟 reward!⚡
(100 winners for 5TON💎 each and 200 winners for 5,000 Fish Coin🐟 each)

🔔The drawing will be end on July 10th

Catizen's vibe: Play for the airdrop🪂, Heal the world! 🌍

#TON #Mantle #CatizenVibe

[Catizen @CatizenAI]

The Catizen airdrop is highly anticipated, closely aligned with the community's desires! By the result of community vote, the airdrop will prioritize 🪙vKitty profit speed per second🪙.

There will be NO IDO for the $CATI token. Let's play Catizen to earn airdrop!😻

Now is the perfect moment to immerse yourself in Catizen. Making in-game participation and power your cats level the best way to earning the coveted $CATI tokens! 🐱✨

Catizen's vibe: Play for the airdrop🪂, Heal the world! 🌍

#TON #Mantle #Catizen

[BAEK @baekssumok]

저는 @followin_io 에서 #BTC 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/M0ubLEhuuy

[BAEK @baekssumok]

저는 @followin_io 에서 #BTC 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/N7AnQHmZ4H

[Catizen @CatizenAI]

🐈 Phase III - Catizen Gaming Platform Coming Soon!

According to Catizen's Roadmap (5 phase), the first two phases have been completed successfully:
Phase I: Catizen Mini Game ✅
Phase II: Catizen Launchpool ✅

and just check what we reach in these 3 months!
🐱 Total In-Game Players: 23,052,050 (23 million)
🏃‍♂️ DAU: 3,462,060
🌐 On-Chain Users: 1,311,854
🌐 On-Chain Transactions: 14,220,406 (14.2 million)
⛏️ Catizen Launchpool total participators: 171,357

Also!
🥇 Catizen ranked TOP1 in Ton Open League for 3 consecutive seasons
📨 Catizen received 7,546 feedback and suggestions from players
💌 Catizen has collected 11,032 heartwarming stories between players and their cats
💰 Catizen commits to donate 1% of total revenue to non-profit organizations to help stray cats

Through cats, we build deep emotional connections and community consensus in Catizen.💕

Looking ahead to July, Catizen is about to start Phase III - Launching Catizen Gaming Platform.
🎮 Catizen plans to unveil 200+ mini games, evolving Catizen from a single mini-game to a game center, which may unite over 100 million players together.

🎉 Catizen is also set to launch a game engine designed specifically for Telegram Mini Apps.
Through this technology, Catizen will provide a one-stop service to enable more H5 game developers to access SDK and launch their game on Telegram with just 1 click.👉
Catizen Launchpool will be open to other projects soon!😻

BREAKING NEWS
Catizen is poised to achieve the biggest milestone - airdrop in July~ 🐈
Catizen's vibe: Play for the airdrop🪂, Heal the world! 🌍

[BAEK @baekssumok]

저는 @followin_io 에서 #BTC 에 관한 훌륭한 기사를 찾았습니다. #Followin으로 오셔서 발 빠르게 #web3 wealth 코드를 찾아보세요. https://t.co/5SG18G8dx3