Most "AI coin" pitches are nonsense. Some are not. Here is the short list we are watching closely.
1. Compute marketplaces
Tokenized incentives to provide compute for inference and training. Real product, real demand, real revenue.
2. Verifiable inference
Cryptographic proofs that a model produced an output. Niche, but a real use case for crypto-native AI auditability.
3. Agent payment rails
If AI agents become real economic actors, they need payment rails. Stablecoins on fast chains are the obvious answer.
What we’re skipping
"AI on a blockchain" with no clear product. Most of these will go to zero.