Thread 🧵: Why $PHA, $AR, $AKT are not just old projects… but future AI infra giants

OG infra plays with REAL hardware networks the kind that can quietly do 10x–50x in the AI cycle👇👇
1/
Everyone is chasing the next shiny AI token…
But few are paying attention to the projects that have quietly spent 5+ years building real infrastructure.
→ Phala Network
→ Akash Network
→ Arweave
These aren’t narratives.
These are foundations.
2/
AI is not just software.
AI =
• Compute (GPUs)
• Storage (data)
• Secure execution
And guess what?
These 3 OGs dominate each layer:
•Akash → Compute marketplace (GPU power)
•Arweave → Permanent data storage
•Phala → Confidential AI execution
That’s the full stack.
3/
Let’s start with @akashnet 👇
Akash is basically:
👉 “Airbnb for GPUs”
•Anyone can rent or provide compute
•Prices set via open marketplace (not corporations)
•Up to ~80% cheaper vs AWS/Google Cloud
It already supports AI workloads, LLMs, inference, training
As AI demand explodes → GPU scarcity becomes real.
Akash wins here.
4/
Now @onlyarweave 👇
AI runs on data.
And data needs:
→ permanence
→ censorship resistance
→ reliability
Arweave solves this with permanent storage (pay once, store forever)
In a world of:
• AI datasets
• model weights
• on-chain knowledge
Storage = gold.
5/
Now the most underrated piece: @PhalaNetwork 👇
Phala is solving a massive problem:
👉 “How do you run AI without leaking data?”
•Uses Trusted Execution Environments (TEE)
•Enables private + verifiable AI computation
•Even the cloud provider can’t see your data
This is HUGE for:
• enterprises
• finance
• personal AI agents
6/
Now connect the dots 🧠
AI stack (decentralized version):
•Compute → Akash
•Storage → Arweave
•Execution/Privacy → Phala
This is literally a Web3 alternative to AWS + OpenAI + Google Cloud combined
But decentralized.
7/
Why these OGs have an edge over new projects:
1. Hardware network takes YEARS to build
You can fork code.
You can’t fake:
• GPU supply networks
• storage nodes
• real infra distribution
Akash already has live providers & GPU clusters
Phala runs on TEE-enabled hardware globally
These aren’t ideas — they’re deployed systems.
8/
2. Battle-tested through multiple cycles
Most new AI tokens =
👉 narrative first, product later
These guys survived:
• 2018 bear
• 2022 collapse
• low attention cycles
And kept building.
That’s rare.
9/
3. Real economic activity
•Akash → active compute marketplace
•Phala → processing AI workloads + tokens daily
•Arweave → storing actual data permanently
Not just “partnership announcements”
→ actual usage.
10/
4. Positioned for AI explosion
AI growth =
↑ demand for GPUs
↑ demand for data storage
↑ demand for privacy
Centralized infra will struggle with:
• cost
• monopolies
• censorship
Decentralized infra becomes inevitable.
11/
Most people are still thinking:
“Which AI coin will pump?”
Wrong question.
Better question:
👉 “Who owns the rails AI will run on?”
12/
Final thought:
The biggest winners won’t be the loudest projects…
They’ll be the ones quietly building:
• compute networks
• storage layers
• execution environments
for YEARS.
And when demand hits
they’re already ready.
$PHA $AKT $AR = not hype plays
They are infrastructure bets
NFA