2024 AI encryption competition "Dark War": Why can these 10 projects To da moon 10 times?

Question

To be honest, the story of AI + encryption has been over-told. But the projects that can truly succeed are never based on concepts, but on strength.

Why can this wave of AI coins rise by 1000 times?

Last year was about speculation, this year is about technology—this is the reality. The current market has filtered out 95% of junk projects, and those that survive are the ones with real application scenarios.

According to on-chain data statistics, the TVL of the AI sector has grown by 340% in the past 6 months, with institutional capital continuously pouring in. The key point is that these projects are no longer PPT financing, but have actual products generating data.

10 projects worth paying attention to, what problems do they solve?

Data Privacy Layer

Oasis Network (ROSE) and Ocean Protocol (OCEAN) form a complete data circulation link—one is responsible for protecting privacy, and the other for fair trading. ROSE has practical landing cases in the medical/AI training field.

AI application layer

AiDoge (AIDO) operates in a bold way—turning meme creation into a productivity tool. Although it seems like a hobby, the community-driven token economic model is indeed validating market demand.

LimeWire (WIRE) The new positioning after its revival is also interesting: AI Studio creative tools + 90% creator revenue share. This is a redistribution in the copyright trading market.

Financial Forecasting Layer

Numeraire (NMR) and SingularityNET (AGIX) are the most technologically advanced coins in this wave of AI currencies. NMR is helping Numerai hedge fund generate alpha through encryption of data + machine learning models, with a clear business loop. AGIX is building an AI service market, currently valued at 255 million dollars, and its ecosystem is still expanding.

Infrastructure Layer

Fetch.ai (FET) autonomous agents (AEA) are designed quite ahead of their time—allowing machines to negotiate, trade, and collaborate on their own. This is the true direction of the fusion of Web3 and AI.

The Graph (GRT) was established earlier, but has recently made efforts to optimize AI retrieval. With over 700 million queries per month, it has become the standard tool for DeFi data black holes.

oracle layer

Orai (ORAIX) is precisely positioned—focusing not on AI applications but on AI-driven data validation. This is becoming increasingly important in DeFi security.

interaction layer

The AI chatbot of Palm Network (PALM) is somewhat useless, but it is indeed being deployed in commercial customer service scenarios.

Why do we say these can take off 10 times?

From the perspective of investment logic:

Capital entry is not yet saturated — The allocation ratio of institutions to AI blockchain gaming/tools projects is still less than 5%.
Regulatory Expectations Improve — The qualitative assessment of AI tokens in Europe and the United States has shifted from “experimental” to “functional assets”.
Actual Application Launch — No longer releasing a Beta at the end of the year, but rather monthly iterative data that can be checked on the chain.
Competition differentiation is obvious — The gap in Market Cap between the TOP 10 projects is narrowing, indicating that the market is still re-evaluating.

But be aware of the pitfalls

The token economic model is most prone to collapse (supply/unlocking plan needs to be deeply benchmarked).
The AI/encryption background of team members should not only be assessed on paper (check Github commit history)
Mismatch in real user growth and governance participation (many projects' DAO votes have only a 5% participation rate)
Regulatory risks are seriously underestimated, especially for projects involving data/AI.

Summary

The AI coins of 2024 are not a “second wave of conceptual speculation,” but rather a “reset of actual application selection weights.” Based on on-chain data, community activity, and institutional holdings, ROSE/OCEAN/NMR/AGIX/FET are the five relatively safe core configurations. For other projects, follow the trends, but do not bet major funds.

In short: Projects with products, users, and data do have a chance to be revalued 10 times in 2024. But 90% of projects will go to zero before the bull market ends.