Development Trends and Investment Opportunities in the Web3 AI Field

Recently, the Web3 AI sector has shown rapid changes. In just one quarter, the market focus has shifted from fair launch models to a strategy of medium-sized, medium-valued projects. This shift reflects the rise of the current attention capital market.

Some early projects that adopted a fair launch model performed well initially, but over time, the attractiveness of their products gradually declined. The speed of this decline is positively correlated with the project's scale, the team's launch time, and the amount of funds raised. The core dilemma of the fair launch model lies in the lack of early funding support, making it difficult for most teams to bear the cost of self-funding for development.

Currently, the market shows two distinct trends: the appeal of fair launch models continues to decline, while there is a shortage of high-quality AI products. This has led to a shift in funding and market attention towards medium-sized teams that have been deeply engaged in their products for 1-2 years and have valuations ranging from 40 million to 80 million USD. The products of these teams are nearing a scalable maturity stage.

The InfoFi sector is undergoing a transformation, with the rise of attention capital markets allowing investors to demonstrate their viewpoints and beliefs through actual actions. This helps to distinguish between investors who genuinely support projects and speculators who are merely chasing airdrops.

Currently, we are witnessing fierce competition between Kaito and Cookie as they launch their projects for the first time. Taking Theoriq and Almanak as examples, both projects adopt reasonable valuation strategies and token release mechanisms, demonstrating a friendly attitude towards investors. They are committed to providing substantial value in the DeFi space, including scalable infrastructure and various applications, to attract more users and funds into the blockchain ecosystem.

Theoriq demonstrates a grand strategic vision, committed to becoming the preferred service discovery platform for the meta-intelligent agent scheduling system. Almanak, on the other hand, focuses on developing an AI vault system with secure, controllable, auditable, and verifiable characteristics, aimed at meeting institutional capital needs while providing creators with a convenient interface experience.

For these two projects, investors may consider balanced allocation. Almanak may have a slight edge in product readiness and is expected to achieve product-market fit earlier. Meanwhile, Theoriq shows broader development prospects. The key to the short-term performance of the project lies in the execution of its market entry strategy at launch, the ability to manage market makers, and the capacity to absorb selling pressure in the initial listing period.

As more AI teams launch new projects on the Kaito and Cookie platforms, we may witness a new round of value enhancement for these two platforms. This is reflected not only in the direct airdrop benefits but may also lead to an increase in allocation amounts for stakers. The future development of the Web3 AI field is worth looking forward to.