AI Crypto Coins Poised for Rally Amid Market Weakness

Despite the current weakness in the broader market, artificial intelligence-related cryptocurrencies are considered strong convictions for this cycle. According to an analyst, upcoming milestones such as potential IPOs from companies like OpenAI or Anthropic could bring fresh capital into AI-related crypto coins.

The analyst expects the market to find its bottom between September and October, following previous cycles' patterns, and plans to dollar-cost average into high-conviction AI projects. He recommends focusing on fundamentally strong protocols with real products, active users, and sustainable revenue, which are likely to lead the next rally once sentiment improves.

Among his highest-conviction investments is Near Protocol (NEAR), which he says continues to deliver meaningful network growth despite market weakness. The analyst highlighted several reasons for this, including around $24 billion in cross-chain swaps settled and exposure to the rapidly growing AI-agent economy projected to reach $190 billion, $500 billion by 2030.

Another long-term favorite is Bittensor (TAO), which he describes as one of the strongest decentralized AI plays available. He mentioned its network supporting 128 AI subnets, continuous ecosystem expansion with new subnet launches, and increasing social attention surrounding the project.