
AI is taking the world by storm, what is missing from Crypto+AI?
Written by Ekko an, Ryan Yoon Compiled by: Chopper, Foresight News Original title: AI is taking the world by storm, why is Crypto + AI bleak? TL; DR In the context of booming artificial intelligence, we need to evaluate the blockchain industry from a demand-side perspective: what problems does it solve that existing systems can't, and what unique capabilities does it bring? Decentralized computing power and decentralized storage do have reasonable logic such as data sovereignty and cost advantage, but they have not yet developed absolutely convincing technical advantages, which is not enough for enterprises that are already deeply tied to traditional cloud service providers to bear the risk of switching. Model verification and privacy encryption technology cannot solve the company's current pressing business pain points, and the company will not actively implement it on a large scale; demand on this racetrack will probably lag behind the introduction of regulatory policies. The EU AI Act is a typical precedent: standards are introduced before market demand is followed up. Technology is not the bottleneck in the underlying infrastructure circuit for AI agents. Mainstream companies are focusing on internal process automation at this stage, while blockchain projects are developing the next stage of low-level facilities, and the maturity of market demand cannot keep up with the pace of technological development. AI smart payments are the only racetrack where blockchain and traditional financial platforms run on the same line. Neither side has properly solved the pain points of the industry, and it is currently the only segment with direct competition conditions. Overall, the blockchain+AI circuit's dilemma is not a logical contradiction between the two, but rather a serious mismatch between supply and demand. Each of the four major segments has a unique lack of demand. Only the AI smart payment circuit has the conditions to directly participate in the current market competition. AI has fully exploded, but the blockchain circuit has been far removed from the AI industry and ushered in an unprecedented boom in capital and infrastructure investment. The large-scale model ecosystem built by major tech giants has fully penetrated public life and industrial production. The crypto industry is also rapidly iterating, trying to find technical integration points with AI. Early exploration focused on supplementing and replicating traditional AI industry chain links: decentralized GPU computing power supply, data validation, and cryptographic model verification. Recently, the industry's focus has shifted to solving pain points that are difficult to overcome with centralized architectures, including autonomous on-chain interaction of AI agents and real-time automatic settlement between machines. The general use of “AI+ blockchain” to summarize the entire circuit will only mask the real differences in the segmented field. We need to conduct a rigorous demand-side analysis: What issues does each segmented track target? Can blockchain native solutions provide truly differentiated solutions? Decentralized computing power in four segments. Currently, the cloud market is highly dependent on a few leading technology companies to control computing power resources. High-performance GPUs are difficult and expensive to procure, and AI startup teams and research institutions that are unable to build large-scale infrastructure face extremely high entry barriers. Centralized platform resources will be skewed towards large customers, and the massive amount of idle GPU computing power in the market lacks neutral channels for allocation. Decentralized computing power solves the problems of resource concentration and inefficiency through two models. The sharing economy model aggregates idle graphics card resources from individuals and small data centers, builds a unified computing power network, circumvents the monopoly of tech giants, and creates a flexible supply system. The distributed computing power model allows users to rent computing power globally without relying on hardware from a single service provider, improving the utilization rate of idle hardware, and lowering the threshold for using high-performance computing power. Decentralized storage The existing data storage system is almost entirely dependent on centralized cloud service providers such as Google and Meta. After users upload data, actual data ownership is transferred to the platform, and AI training data has been monopolized by giants for a long time. At the same time, centralized architectures have operational risks: policy changes, service interruptions, and platform failures can all cause data to become inaccessible or even permanently lost. Decentralized storage addresses these structural problems in two ways. The sharing economy model, represented by Filecoin and Arweave, brings together the idle storage space of each participant into a network that can replace the existing centralized cloud. The permanent storage model backs up data multiple times in distributed nodes, is not affected by the operating status of a single server, and reduces dependency on a single platform. AI research and development in the on-chain data trading market requires massive training data, but the current data circulation market is highly closed, and Hugging Face and major cloud vendors have a monopoly on revenue and pricing power. Data creators earn very little, and the incentives for data contributions lack transparency. The on-chain trading market uses smart contracts to remove intermediaries and establish transparent trading rules. Under direct transaction models such as Ocean Protocol, data owners and artificial intelligence developers directly transact through smart contracts and are rewarded...




