An Important Industry Observation
Recently, the market performance of $AIA and $RIVER has been impressive, and the logic behind their rise is not without reason.
Upon dissection, it can be found that they share a highly consistent "profit paradigm":
Capital Providers: Waterdrip Capital appears in the list of capital providers for both.
Market Positioning: One focuses on AI (productivity), while the other focuses on stablecoins (payment infrastructure).
Token Distribution: They have a high concentration of tokens and exhibit a clear "contract-first" characteristic in their listing strategies.
Following this logic, I discovered a new project that almost replicates the aforementioned characteristics: @dgrid_ai.
1. Shared Genes
The capital behind DGrid includes not only Waterdrip Capital but also CatcherVC.
Notably, CatcherVC is an early investor in $AIA.
This deep overlap in capital often indicates that there is a mature and continuous strategy within the institutions.
In the market, DGrid focuses on a decentralized AI inference network, which is currently the closest direction to commercialization in the DeAI field.
2. "Commercializing" AI Capabilities
If we compare the current centralized AI (like OpenAI) to a heavily gated "supermarket," then DGrid is building a "global AI automated marketplace."
Its mission is to transform AI capabilities from platform monopolies into standardized digital commodities, thereby linking all participants in the chain:
Developers: No need to connect to dozens of complex AI platforms; through DGrid's single interface, they can access thousands of models globally, significantly lowering integration barriers.
Creators: Excellent models or agents can directly reach global users, set their own prices, and completely bypass the profit cuts of centralized platforms.
Hardware Owners: By providing computing power for tasks, they can earn $DGAI tokens, turning idle resources into on-chain revenue.
To support this vision, DGrid has developed three core components:
DGridRPC (Universal Adapter): A standardized JSON-RPC protocol that makes calling AI across the network as simple as calling a smart contract.
Smart Routing (Optimal Scheduling): Automatically selects the lowest-cost, fastest-responding, and best-performing model resources for task matching across the network.
PoQ Quality Proof (Safety Guardian): Addresses the "black box" nature of AI by using the PoQ algorithm for verifiable audits of results. Poor performance results in no payment, ensuring service quality in a decentralized environment.
3. Conclusion
In summary, DGrid is committed to dismantling the high walls of AI giants, building a cheaper, more transparent, and more efficient exchange market.
As for whether its future secondary market performance will replicate that of $AIA and $RIVER, given this similar logic of capital and control, it is certainly worth looking forward to.
DGrid Genesis Membership Purchase - https://premium.dgrid.ai/dgridpass?code=1AHWCE
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