Lucas Tcheyan is sharing his take on the next big reshuffle in the top 10/15 crypto rankings.
Bitcoin, Ethereum, and Solana are safe bets to stay in the top 10. But the real shake-up? It's going to come from AI crypto.
He points out that outside of RWA tokenization, AI is where the most interesting innovation is happening right now.
Venice has been performing well. Bittensor is still hanging around. The big themes driving this shift? Government regulation blocking model access, pricing optimization, rising demand for open source models, GPU markets, and tokenized inference.
We're also seeing new form factors for paying for and accessing inference. And the demand is basically infinite.
The key primitives to watch are privacy, cheaper compute, and tokenized inference that you can actually own and sell in DeFi. These are the building blocks that will get serious attention.
If you're not looking at how AI and crypto intersect, you might miss the next wave. The market is evolving fast, and the infrastructure for decentralized AI is becoming a core narrative.