AI is The Only Gaining Sector in Crypto


Just have a look at the Bankr Bot chart. It's not straight up, but it is gaining consistently while the rest of the space is declining.

More importantly, the AI revolution is happening on Base, not $SOL.

Let's hunt for a few gems as tariffs ultimately won't slow down the AI revolution.

Interested in watching this article as a video?


79c6a03ac5ee0fd86b94eb6c77995cd9031a010ba1c42f0d43162e4e7178b74b.jpg1 Mindshare

Most projects in the AI space don't have the history to sustain analysis by long-term trends. They also are largely still in development.

Twitter mindshare is likely the best proxy for how matters are shaping up, and you can see that 6 of the top 10 projects are on Base.

Bankr Bot is the top agent and its chart, we saw, reflects its strength.

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2 Clanker

Ranking second in mindshare is Clanker, which allows you to deploy a token simply by requesting the bot to do so for you on Farcaster.

A bit like the Bankr bot, this one has a use case. Bankr manages your on-chain trades while Clanker launches coins.

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3 CLIZA

Obviously, more people are on Twitter. So, if the Clanker idea makes sense, why not use it where crypto people "live."

That's what the CLIZA token does (price action below). The name is a play on the Eliza protocol of ai16z. Notably, that protocol (Eliza) is not part of the top 10.

$virtual and $ai16z have both suffered dramatically as "ai pump.fun" platforms. The new "meta" is to allow people to launch from a public site so that no "back room deals" can be had.

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4 Flaunch

And that brings us to Flaunch, which is not an AI project and has been treading water in the $1m market cap range for a bit.

I think it's useful for an idea that might be incorporated into the AI space, frankly.

When you launch a coin, you can specify how much is returned to the community. For example:

-60% to the community by token burn
-40% to the project's DAO

This eliminates both rug-pulling and incentivizes the growth of the community.

If transparency and community supported tokenomics is the goal, then Flaunch solves for all of that.

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Concluding Thoughts

It's not really AI that's been holding up in the current environment -- it's utility-based coins, which use AI.

$BTC, arguably, has done the best among the majors (I know, also $XRP) because of its utility as a store of value.

$BANKR just solves a pain point using wallets and executing orders.

$CLANKER and $CLIZA make launching coins easy and transparent.

This is the current meta. DYOR. NFA.

Happy Trading!

 

-Sebastian Purcell, PhD


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Sebastian Purcell, PhD
Sebastian Purcell, PhD

CEO for both 1.2 Capital and 1.2 Labs | I'm an academic turned crypto hedge fund manager and incubator director.


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1.2 Labs Research Insights

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