Grayscale Head of Research Says AI Crypto Sector September Rose 54%, and in the next 5 Years, Major Winners May Emerge
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AT A GLANCE
Grayscale says AI the crypto sector September rose 54%, and in the next 5 years, major winners may emerge.
Article
Grayscale:AI The investment boom is extending into the crypto market, and in the next 5 years, one or more major winners may emerge
BlockBeats reports that October 4, Grayscale Head of Research Zach Pandl wrote that AI the crypto sector September rose 54%, significantly outperforming the overall crypto market, which rose 24%. Despite this rally, the sector's market capitalization is still only approximately 15000000000 USD, making it the smallest of the six crypto sectors identified by Grayscale.
Among representative tokens in the sector,NEAR September rose 183%，Venice（VVV) rose 70%，World（WLD) rose 47%，Bittensor（TAO) rose 37%. These projects respectively involve agentic commerce, privacy AI applications, human identity verification, and an open AI network covering inference, agents, data, and computing.
Grayscale believes that public blockchains can provide open infrastructure for agent payments, identity, privacy computing, and verifiable records, complementing the currently centralized AI development ecosystem.AI The crypto sector may see one or more major winners in the next 5 years, and recent performance suggests that investors are beginning to price in blockchains' infrastructural role in the emerging agentic economy.
Original link https://m.theblockbeats.info/flash/370189
Key points
01
BlockBeats reports that October 4 Grayscale Head of Research Zach Pandl wrote that AI the crypto sector September rose 54%。
02
the overall crypto market's gain over the same period was 24%。
03
AI the crypto sector's market capitalization was approximately 15000000000 USD, making it the smallest of the six crypto sectors identified by Grayscale.
04
NEAR September rose 183%，Venice（VVV) rose 70%，World（WLD) rose 47%，Bittensor（TAO) rose 37%。
05
Grayscale believes that public blockchains can provide open infrastructure for agent payments, identity, privacy computing, and verifiable records.
06
Grayscale believes that AI the crypto sector may see 5 one or more major winners in the next years.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a market report about AI the intersection with cryptocurrency. It states that the sector's September gain exceeded that of the overall crypto market, but whether the relevant projects will become major winners in the future remains only a research view.
Why it matters to readers
The report indicates that AI the crypto sector and its representative tokens have recently attracted attention; at the same time, the sector remains relatively small, and price gains do not represent long-term outcomes.
Beginners should distinguish realized price gains from forecasts about the future and pay attention to sector size, project use cases, and actual adoption.
Risks and unknowns
The report relays the views of Grayscale's Head of Research but does not provide the complete data methodology of Grayscale's original research report.
“Major winners may emerge in the next 5 years” is a forecast and has not yet been verified.
The text does not specify the statistical period, sources, or calculation method for the gains of each token.
The text does not provide actual user, revenue, or usage data for these projects.
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AI Crypto Sector
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