Grayscale positioning in AI-crypto convergence:

$NEAR - cross-chain rails for autonomous agent transactions. Infrastructure play on machine-to-machine commerce scaling.

$TAO - decentralized AI model training/deployment. Bet on open-source winning against closed APIs.

$WLD - identity verification layer. Altman-backed hedge against AI impersonation risk. Regulatory wildcard.

$VVV - encrypted inference execution. Privacy premium if enterprise adoption materializes.

Theme: early infrastructure bets before killer apps emerge. High beta to AI narrative momentum.