The 4 AI sub-sectors that Grayscale is most focused on:
Bittensor Subnet: TAO is currently the largest AI asset by market capitalization, mimicking Bitcoin's halving mechanism, halving once every 4 years. The first halving will occur this year. Additionally, market interest in the Bittensor subnet is continuously accelerating.
Distributed Training: The most promising AI sub-sector in Grayscale's view. Notable projects include @PrimeIntellect, @gensynai, and @NousResearch, some of which may have their Token Generation Events (TGE) this year.
AI Protocols Generating Sustainable Revenue: @grass has achieved annualized revenue of tens of millions of dollars by selling captured network data; another example is @virtuals_io, which has an annualized revenue of about $30 million as of May 2025, primarily from transaction fees of AI agent tokens on the platform.
AI Agents and Stablecoins: In the foreseeable future, AI agents will integrate with stablecoin payment solutions.
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