AI Crypto Coins Poised for Rebound as Analyst Sees Fresh Capital Flow In
As institutional adoption of artificial intelligence (AI) continues to grow and real-world applications expand rapidly, one analyst believes upcoming milestones could shift fresh capital into AI-related cryptocurrency coins. According to him, investors should focus on fundamentally strong protocols with real products, active users, and sustainable revenue, as these are likely to lead the next rally once sentiment improves.
Near Protocol is among his highest-conviction investments, delivering meaningful network growth despite market weakness. He highlighted several reasons for its attractiveness, including $24 billion in cross-chain swaps settled, strong focus on privacy-powered AI applications, and exposure to the rapidly growing AI-agent economy, projected to reach $190 billion, $500 billion by 2030.
Another high-conviction investment is Bittensor (TAO), described as one of the strongest decentralized AI plays available. His investment thesis includes a network supporting 128 AI subnets, continuous ecosystem expansion with new subnet launches, and increasing social attention surrounding the project.