#ai股持续上涨还有哪些投资机会
Two lines:
1) Traditional AI: Compute power is still the core holding, but competition is getting tighter; the next wave will focus on enterprise-grade Agents and power/liquid cooling. ETFs: AIQ, CHAT, ARTY.
2) AI + Crypto
Infrastructure layer:
Bittensor (TAO): Known as “Bitcoin of AI.” In the Grayscale AI Fund, TAO’s weight is 29.88%, the highest among all assets.
NEAR Protocol (NEAR): Is shifting from a general Layer 1 toward cross-chain transaction and settlement infrastructure for AI Agents.
Render (RENDER) and Akash (AKT): Decentralized compute markets that let users rent machines without centralized cloud accounts.
Agent and platform layer
Virtuals Protocol (VIRTUAL): A leading AI agent deployment platform in the Base ecosystem, supporting more than 15,800 AI projects.
Venice AI (VVV): Increased by over 1,076% within 2026, focusing on the concept of “privacy AI.” Real business revenue is used for token buybacks and burning.
Data and middleware layer
Chainlink (LINK): Developing AI-focused information collaboration tools and data sources, with developer activity ranking first at 127.93.
Grass, Kaito: Listed by Grayscale as newly added candidate assets for the AI sector—each focuses on decentralized data collection and AI-driven information aggregation, respectively.
Two lines:
1) Traditional AI: Compute power is still the core holding, but competition is getting tighter; the next wave will focus on enterprise-grade Agents and power/liquid cooling. ETFs: AIQ, CHAT, ARTY.
2) AI + Crypto
Infrastructure layer:
Bittensor (TAO): Known as “Bitcoin of AI.” In the Grayscale AI Fund, TAO’s weight is 29.88%, the highest among all assets.
NEAR Protocol (NEAR): Is shifting from a general Layer 1 toward cross-chain transaction and settlement infrastructure for AI Agents.
Render (RENDER) and Akash (AKT): Decentralized compute markets that let users rent machines without centralized cloud accounts.
Agent and platform layer
Virtuals Protocol (VIRTUAL): A leading AI agent deployment platform in the Base ecosystem, supporting more than 15,800 AI projects.
Venice AI (VVV): Increased by over 1,076% within 2026, focusing on the concept of “privacy AI.” Real business revenue is used for token buybacks and burning.
Data and middleware layer
Chainlink (LINK): Developing AI-focused information collaboration tools and data sources, with developer activity ranking first at 127.93.
Grass, Kaito: Listed by Grayscale as newly added candidate assets for the AI sector—each focuses on decentralized data collection and AI-driven information aggregation, respectively.