The Integration of AI and Blockchain: Future Investment Opportunities and Challenges

In recent years, the rapid development of artificial intelligence ( AI ) and blockchain technology has made AI+Crypto an investment hotspot. The decentralization, high transparency, and anti-monopoly characteristics of blockchain compensate for the centralization and opacity issues of AI systems, and the combination of the two brings new opportunities to the industry.

Industry experts believe that the application of AI in Crypto mainly involves four aspects: participants, interfaces, rules, and objectives. From the perspective of productivity, Crypto mainly provides production relationships, which can be considered from the three directions of optimizing computing power, algorithms, and data.

According to the technical architecture, AI+Web3 projects can be divided into three layers: the基础层, the 执行层, and the 应用层. The 基础层 includes model training, decentralized computing power, etc.; the 执行层 involves data processing, AI agents, etc.; the 应用层 mainly focuses on AI+DeFi, GameFi, and other fields.

The following directions are worth paying attention to:

zkML Technology

zkML combines zero-knowledge proofs and blockchain technology to provide a secure and transparent solution for monitoring AI behavior. It can prove that AI has performed specific tasks while protecting privacy, making smart contracts more flexible and dynamic.

Representative projects include:

• Modulus Labs: Examples of Developing On-Chain AI Applications
• Giza: A protocol for deploying AI models on the blockchain
• Zkaptcha: Provides CAPTCHA service for smart contracts

Data Processing

The breakthroughs of AI in the execution layer are mainly reflected in:

• On-chain data analysis: Utilizing large models to mine blockchain data
• Automated dApp Development: AI-assisted Smart Contract Writing
• On-chain transaction security: AI agents enhance system security

AI+DeFi

The application prospects of AI in the DeFi field are vast.

• AI-driven trading robot
• Market Prediction Analysis
• AMM Liquidity Management Optimization
• Smart Settlement Protection Policy
• Complex DeFi product design

AI+GameFi

AI can significantly enhance the GameFi experience:

• Game Strategy Intelligent Optimization
• Virtual Asset Management
• Enhance NPC interaction

Investment Strategy

• Focus on conceptual AI applications and meme projects in the short term
• Optimistic about the combination of AI Agent and smart contracts in the medium term.
• Long-term optimism for the integration of AI and zkML technology

The combination of AI and Blockchain is reshaping the landscape of financial technology. As technology continues to evolve, this field will bring significant opportunities for investors while also facing challenges in areas such as regulation. Investors need to closely monitor technological advancements and policy trends to grasp the long-term development trends of AI+Crypto.