Hedera, NEAR Protocol, Sei, Hyperliquid, Stellar and Internet Computer look like core winners of a future surveillance CBDC finance grid. They should surge as traditional finance implodes under an AI and debt/fiat bubble into a reset, with few retail investors on board. Per @noBScrypto, Hedera is institution-ready, NEAR has fast-growing AI utility, DTCC selected Sei and Stellar for tokenization, Hyperliquid is the top-growing DeFi L1 and Internet Computer runs decentralized AI on-chain. x.com 

AI-compute infrastructure looks attractive as agent demand can grow rapidly while power, grid access, data centers and GPUs take much longer to add. Aethir, io.net and Akash rent compute; Bittensor coordinates subnets. Compute Labs and GAIB finance hardware; Orbio and Cerebro test inference credits. These models differ: marketplace revenue may not reach tokens, and compute is scarce only with the right chips, power, location and customers. x.com 

io.net looks to be at the bottom as the AI narrative heats up, and its decentralized GPU network powers actual AI compute, the layer where the real money flows. x.com 

The AI infrastructure buildout is just getting started, and these twelve names cover its key layers. AMD rivals Nvidia in accelerators and leads in data-center CPUs; Vistra and GE Vernova supply power and turbines; CoreWeave, Nebius and IREN rent GPU capacity, with Nebius raising prices; Micron makes essential HBM; Astera Labs links GPUs and CPUs; TSMC makes the most advanced chips; Palantir has an enterprise AI moat; AppLovin has best-in-class margins; Strategy is a bitcoin macro hedge. x.com  … Show more

Render looks like one of the strongest AI infrastructure plays, as accelerating demand for AI compute makes decentralized GPU networks harder to ignore. If AI stays the dominant narrative, the Render Network could have much more room to run, and the chart is starting to wake up. x.com 

Decentralized AI tokens like Bittensor and Venice should outperform anything else over the next 12-18 months. The AI bubble is still at an early stage, with AI stocks rising 500-1,000%, and the same should happen in crypto. x.com 

Crypto is becoming the economic layer for autonomous machines, letting AI own assets, move money and coordinate onchain, which favors the infrastructure stack. Bittensor runs 128+ subnets as an open intelligence marketplace and the ASI Alliance builds agent services; Virtuals has 45,000+ agents and $480M+ of agentic GDP; Render and Aethir supply compute, with Aethir at ~95% utilization; and Coinbase's AgentKit and x402 provide agent wallets and machine-to-machine payments. x.com 

Bitcoin and decentralized compute networks such as Render stand to benefit if compute becomes a tradable commodity like oil. Cheaper compute means easier mining, higher hash rate and stronger Bitcoin security, while DePIN networks turn idle GPUs into a global marketplace with blockchain handling payments and coordination. GPU hours could be tokenized with futures and on-chain trading. BlackRock CEO Larry Fink says compute futures will be a new asset class. x.com  x.com  x.com  x.com  x.com 

Nvidia's push into open-weight AI should make compute demand explode by making AI far cheaper. In one week it announced a $13B acquisition of Hugging Face and a $6B licensing deal with Poolside to build frontier open-weight models. Open-weight models cost less than OpenAI's and Anthropic's closed models and can be tuned into specialized models that beat frontier ones on specific tasks at a fraction of the token cost. Cheaper AI means more usage, more tokens and more compute. x.com 

Crypto's next cycle will be won by protocols with real users, revenue and utility that merge trading, banking, AI and cloud into one ecosystem. Hyperliquid has $1.06B of annualized fees, with HIP-3 adding stock perps and commodities; Aave holds $13.1B TVL; Chainlink secures $30.6B; Ondo brings treasuries on-chain. Ethena, Pendle, Maple, Bittensor, Virtuals, io.net, EigenLayer, Wormhole and Arbitrum round out the rails, though Ethena must survive weak funding and EigenLayer needs lasting revenue. … Show more