Author: Haotian
Source: substack.io
Blending AI, DePIN, and Solana into one, the fate of the crypto industry hinges on whether AI can discover a catalyst for a bull market surge. In a sense, could it be dubbed as the “Nvidia of the crypto world”? Let me share my perspective:
1) Since its inception, io has been highly anticipated by VCs, miners, and retail investors alike, all eager for io to set a positive tone for AI integration in the crypto space, with high expectations for leading AI projects. The decentralized cloud computing solution offered by io hits a crucial contradiction in AI large model training: the increasing demand for massive computing power for training and fine-tuning small to medium-sized models and inference, against the rising costs of centralized computing power.
The emergence of io’s distributed cloud computing platform aims to resolve this contradiction. By leveraging idle computing power from IDC data centers, cryptocurrency mining farms, and regular users, io accumulates a significant amount of idle and low-cost computing power. Through the integration of nearly impossible to coordinate computing power, based on Crypto Tokenomics incentive frameworks, a range of new contract standards, hardware standardization, and more, io generates application efficiency.
Therefore, the emergence of distributed computing platforms like io represents the first essential scenario where the crypto governance framework and AI training demand intersect, marking the initial foothold of crypto in the AI domain.
2) OpenAI’s leading LLM large language model is gradually becoming monopolistic in the internet market context. Observing the evolution from ChatGPT3.5-4.0 to Sora and now 4o, it is evident that these large models are becoming increasingly intelligent and multimodal.
These large models can integrate images, text, videos, and even combine robots, IoT devices to achieve real-time dynamic outputs. However, all this is based on centralized computing power and high energy consumption. If this continues, centralized AI services will gradually trend towards oligopolistic monopolies, limiting innovation diversity as a few tech companies control the direction of AI development.
The emergence of distributed computing platforms like io can provide a low barrier, more flexible, customized platform for these long-tail demands, leveraging Tokenomics community incentive value to help them unleash potential in more vertical, niche application scenarios (such as supply chain finance, precision healthcare, personalized education).
Moreover, Tokenomics can bind various stakeholders such as computing power providers, developers, and users, which is suitable for demonstrating effectiveness in edge areas that traditional computing resources may overlook. Centralized computing power will be prioritized for applications like large language models, machine learning, which have a broad commercial prospect.
This is why I believe AI+DePIN can become the core reason for the bull market surge, as the popularity of this track extends beyond the internal rotation of the existing crypto industry, attracting incremental users and projects to the crypto space through real demand and supply.
3) io’s core business directly competes with cloud services giants like Amazon and Alibaba Cloud, establishing the IO Cloud cluster while integrating GPU resources from Render Network, Filecoin, and others on the supply side, giving its GPU resources high scalability. Once it secures a leading position, it can further reduce its cost-effectiveness by aggregating resources from other idle computing platforms.
If io can establish itself in the distributed cloud computing market, it will directly impact the crypto industry’s cloud storage, distributed coprocessor (Livepeer), distributed computing (Golem), IP rights verification (StoryProtocol), and other DePIN derivatives, generating significant growth potential.
Some may criticize io’s current narrative as too strong, but in the emotionally driven crypto field, activating a series of related projects in the AI+DePIN ecosystem could create enough industry barriers based on its narrative value alone.
Additionally, while DePIN may seem like traditional hardware mining on the surface, the mining chain, node network architecture, and the catalytic effect of hardware-software integration behind it will attract a wider range of incremental market users. (Do not underestimate the power of the Pan circle.)
In conclusion, although it may be premature to call it the “Nvidia of the crypto world” now, it is clear that io’s performance will have a significant impact on the AI+DePIN track. Regardless, it should be given appropriate market expectations as this rollercoaster of a bull market desperately needs a main surge to kick off.
