It is expected that by the end of 2025, the total market value of the AI sector will exceed $150 billion, with at least ten new AI protocols each having a market value of over $1 billion emerging. The future of the crypto AI sector is promising, and although there is a lack of historical precedents and clear trends, this also means it is at a brand new starting point, awaiting future developments. Looking back at all this in 2026, seeing the gap between the expectations at the beginning of 2025 and the actual situation will be even more exciting.
- The total market value of the crypto AI sector will reach $150 billion: Currently, the tokens in the crypto AI sector only account for 2.9% of the total market value of altcoins, but this proportion is not expected to last long. As artificial intelligence gradually expands into new areas such as smart contract platforms, memes, decentralized physical infrastructure (DePIN), agency platforms, data networks, and smart coordination layers, its integration with DeFi and meme tokens has become an inevitable trend.
- The revival of Bittensor: Bittensor (token name: TAO) has been around for several years. It is an established player in this field. Despite the current AI frenzy, its token price has lingered at the same level as a year ago. However, the digital hive mind behind Bittensor is quietly advancing, with more subnetworks emerging, registration fees decreasing, and subnets outperforming Web2's corresponding technologies in terms of reasoning speed and other practical performances, while EVM compatibility introduces DeFi-like functionalities, further enriching Bittensor's network.
- The computing market is the next L1: The unmet demand for transaction computing will become an obvious giant trend. NVIDIA CEO Jensen Huang has stated that the demand for reasoning will increase by “a billion times.” This exponential growth will disrupt the planning of traditional infrastructure and urgently call for “new solutions.”
- AI Agents will flood blockchain transactions: By the end of 2025, 90% of on-chain transactions will no longer be triggered by humans manually clicking “send.” Instead, these transactions will be executed by an army of AI Agents, which will continuously rebalance liquidity pools, allocate rewards, or execute micro-payments based on real-time data sources.
- Interactions between agents: The rise of the AI cluster concept: The AI Agent collective refers to tiny artificial intelligence entities collaborating seamlessly to execute grand plans, which sounds like the plot of the next blockbuster sci-fi or horror movie.
- Crypto AI work teams will be a hybrid of humans and AI: Story has hired Luna (an AI Agent project) as their social media intern, paying her $1,000 a day. This may sound strange, but it is a precursor to a future where AI Agents will become true collaborators, with their own autonomy, responsibilities, and even salaries.
- 99% of AI Agents will perish (only the useful will survive): We will witness a Darwinian elimination among AI Agents. This is because running an AI Agent requires computational resources, which means reasoning costs.
- AI synthetic data surpasses human data: The saying “data is the new oil” is widely circulated. However, the high dependency of artificial intelligence on data has also raised concerns about an impending data shortage.
- Decentralized training begins to take effect: In 2024, pioneers like Prime Intellect and Nous Research are pushing the boundaries of decentralized training.
- At least ten new crypto AI super protocols: Although many compare Virtuals and ai16z to the early stages of smartphones (like iOS and Android), believing that the current leaders will continue to win, this market is vast and underdeveloped, and two participants alone cannot dominate it.