Half the battle of product building is finding the proper API service to use before building it out yourself only to realize later that there's an API for it.
The truth about AI vs crypto in 2025
And how Money is leaving crypto:
Capital and market size
AI funding this year
- Around 158B dollars in VC
- More than half of all tech venture money
Crypto funding this year
- Between 8B and 16B dollars
- 10 to 20 times less than AI
AI “real economy”
- 125B dollars just in data center GPUs in 2024
- OpenAI valued at 500B alone
- Anthropic at 61.5B
- xAI somewhere around 80B
Crypto “paper wealth”
- ~2.9T market cap total
- 1.84T is Bitcoin
- 382B is Ethereum
(but most of it is just token price)
Where billionaires are sending their money
Jeff Bezos
- 6.2B into Project Prometheus
- More into Profluent and other AI health plays
Sam Altman
- 6.6B raised for OpenAI at 500B valuation
- Billions spread across fusion, biotech, and more AI infra
Elon Musk
- 10B+ into xAI
- Giant GPU clusters
- Tries to turn Grok into a full AI platform
Larry Ellison
- +100B to his net worth from AI cloud alone
Crypto billionaires stack what already exists
Michael Saylor
- 650,000 BTC on a public company balance sheet
-Around 59B at 91k per bitcoin
CZ
- 88B net worth, mostly tied to Binance
Winklevoss, Draper, Armstrong
- Huge BTC bags, some ETH, some equity in exchanges
AI = build new factories and tools
Crypto = accumulate coins and exchange equity
Risk and bubbles
AI bubble signs
- xAI with maybe 100M in revenue and 80–230B valuation
- OpenAI at 500B with single-digit billions in revenue
Crypto bubble signs
- Market cap dropped 200B in a few days recently
- Fear and Greed Index at 20: deep fear
- This is the weakest post halving year for Bitcoin so far
- Altcoin season never happened
The GDP impact is much smaller than the AI side
Right now capital has chosen a side
Most new big money goes to AI
Most of the old speculative money still sits in crypto but it’s starting to also move to AI
This is worrying for the industry
오픈마인드 @openmind_agi 랑 써클 파트너쉽 떴네요
@SurfAI 야 고맙다
파트너쉽으로 인해서 오픈마인드는 더 강해집니다
계속 진화합니다
OpenMind
AI 로봇틱스 플랫폼으로 로봇의 상호운용성을 위한 오픈소스 인프라를 구축하는 프로젝트
핵심 제품
OM1 : 로봇 인식, 메모리, 계획을 위한 오픈소스 AI 운영체제
FABRIC : 기계 간 조정, 신원 관리, 협업을 위한 탈중앙화 네트워크
주요 특징
Stanford 출신 팀이 설립했으며, 실제 AI 도입을 위한 상호운용 가능한 로봇 생태계 구축에 집중
펀딩 : $20M (Pantera Capital, Coinbase Ventures 등 참여)
Circle
규제된 스테이블코인 발행사로 디지털 결제 및 자산 분야의 글로벌 핀테크 기업입니다.
핵심 제품
USDC : 미국 달러 기반 스테이블코인
EURC : 유로 기반 스테이블코인
주요 특징 : 2025년 NYSE 상장, 글로벌 송금 및 토큰화된 펀드 서비스 제공
펀딩 : 총 $1.1B
요약 : OpenMind는 AI 로봇 생태계를 위한 탈중앙화 인프라를, Circle은 규제 준수형 스테이블코인 결제 솔루션을 제공하는 프로젝트입니다.
🔥 $4,500 giveaway to 3 people - $1,500 each 🔥
Time to give back in this brutal market
Rules:
Must follow @DegenKenn & @CryptoNoach
Like & RT
Tag 3 friends
Winners drawn 11/29