Here’s my crypto ai thesis
Q4 2022- Ai run led by $fet $render and $agix
Q4 2023 - Ai run led by $tao , $fet , and $render
Q4 2024 - Ai run led by $ai16z , $goat and $virtuals
Q4 2025- Ai run led by $virtuals , $clanker and $ping
History doesn’t repeat itself but it often rhymes.with stocks like $AMD breaking out this past week to new highs and being one of the only proxies to bet on OpenAi, crypto ai has proven for years to be the best beta to allocate towards when things start to get hot.
We are also flirting with massive breakout on the $IWM and $ARKK while monetary policy is about to shift in a big way.
If this is the “ early enters” part of ai adoption, than this next wave could potentially be the most PVE out of any run we’ve had so far.
In 2022 we had virtual work assistants going live ( ChatGPT )
In 2023 we had the chips boom ( worldwide ai expansion arms race)
In 2024 we had agents that manage money economies via terminals ( ai slop fest )
In 2025 we now have full fledged rails that produce entire movie scenes + are about participate in prediction markets and have incoming tangible products with robotics
What I am saying is that there is a chance that we can all win again.
Cc ai bros
@0xRenaissance
@0xuberM
@beast_ico
Early majority would be my assumption on where we are about to go over the next year
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