Over the past few months, one theme has been consistently coming up across both crypto and broader markets: the intersection between blockchain and artificial intelligence.
Unlike many other narratives, it is starting to develop structure, real participants, and capital allocation behind it.
At the same time, there is a gap.
Most crypto retail investors are either exposed to these projects through surface-level narratives or are not exposed at all. On the other side, there are communities deeply involved in specific ecosystems, with a much clearer understanding of how these systems actually work.
The goal here is to connect those two perspectives.
What I’m Introducing
Over the coming weeks, I will start publishing a series of guest posts focused on crypto AI projects.
These will not be written by generalists.
They will come from contributors who are already active within specific ecosystems such as NEAR, Bittensor, and the Artificial Superintelligence Alliance. People who understand the structure, incentives, and ongoing developments better than the average retail participant.
The idea is simple:
Not to promote projects, but to understand them.
What You Can Expect
Each guest post will focus on:
What the project actually does
Why it exists within the crypto x AI intersection
What assumptions need to be true for it to succeed
Where the risks are
What kind of outcomes investors are implicitly betting on
This is primarily about understanding the conditions under which an investment thesis makes sense.
Why This Matters
In crypto, projects can become widely discussed before their underlying structure is clear. In those situations, investors end up allocating capital based on expectations that are not always well defined.
The intention here is to slow that down, and to make the reasoning more explicit.
I’ll try to separate what is possible from what is probable.
Ongoing Coverage
In addition to guest posts, I plan to revisit these projects on a quarterly basis.
The focus will be on:
What has changed
Whether the original assumptions still hold
How the broader market environment is affecting them
Because in practice, the thesis does not matter as much as how it evolves over time.
Final Note
This is an experiment.
The goal is to build a clearer framework for thinking about this part of the market.
If you are a retail crypto investor trying to understand where crypto and AI intersect, this series should help you ask better questions before making decisions (subscribe!).
More soon. 🍻