The crypto industry finds itself captivated by the hype surrounding AI tokens, akin to the gold rush where it was not the prospectors but the infrastructure providers who profited. In early 2025, AI tokens captured 37.5% of global investor interest, drawing many speculative investors hoping for rapid returns. However, the real opportunity lies in compute infrastructure, which is essential for AI development and projected to require nearly $7 trillion by 2030. As major institutions recognize this, they invest in hardware while retail investors continue to chase trends. Real-world assets like compute are poised to generate sustainable yields, contrasting with the fleeting gains of speculative tokens. This shift calls for a focus on building the infrastructure necessary for the AI economy. For crypto to remain relevant, it must pivot to investing in and developing this crucial infrastructure, highlighting the timeless lesson that true wealth is created through ownership and control of foundational assets.

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