Projects supporting critical AI crypto infrastructure (e.g., autonomous stablecoin payment rails, tokenization platforms, decentralized compute/data networks, privacy/verification systems) will have the most upside potential in the medium to long term.
"In our view, the biggest winners in the AI crypto narrative will be the projects that support critical infrastructure. So think autonomous stable coin payment rails, tokenization platforms, decentralized compute and data networks, privacy and verification systems, or a combination of all of the above. These projects will arguably have the most upside potential in the medium to long term."
