AI
Capital remains concentrated in a handful of names—NEAR Protocol, Bittensor and its liquid-staking derivative, and Internet Computer—together accounting for the bulk of sector value, suggesting the space is still narrow and reliant on a few established projects. The steep recent decline points to a sector currently out of favor, with no data here indicating a near-term reversal.
AI (Agents + Compute)
WARM| 1 | NEAR Protocol | $2.9B | |
| 2 | Bittensor | $2.3B | |
| 3 | Staked TAO (Root) | $1.6B | |
| 4 | Internet Computer | $1.5B | |
| 5 | Venice Token | $0.8B |
Agentic commerce — Agents that transact/negotiate — 2026's headline tech trend
Decentralized GPU/compute — Overlaps DePIN; real demand pull from AI
Agent launchpads — Concentration risk: 2 projects = 57% of agent mcap
AI data & oracles — Verifiable data feeds for models
Thesis: Capital remains concentrated in a handful of names—NEAR Protocol, Bittensor and its liquid-staking derivative, and Internet Computer—together accounting for the bulk of sector value, suggesting the space is still narrow and reliant on a few established projects. The steep recent decline points to a sector currently out of favor, with no data here indicating a near-term reversal.
FAQ
- Is AI still growing in 2026?
- Capital remains concentrated in a handful of names—NEAR Protocol, Bittensor and its liquid-staking derivative, and Internet Computer—together accounting for the bulk of sector value, suggesting the space is still narrow and reliant on a few established projects. The steep recent decline points to a sector currently out of favor, with no data here indicating a near-term reversal.
- What are the top AI projects?
- NEAR Protocol, Bittensor, Staked TAO (Root), Internet Computer, Venice Token.
- What are the emerging niches in AI?
- Agentic commerce (Agents that transact/negotiate — 2026's headline tech trend) Decentralized GPU/compute (Overlaps DePIN; real demand pull from AI) Agent launchpads (Concentration risk: 2 projects = 57% of agent mcap) AI data & oracles (Verifiable data feeds for models)
Educational content, not financial advice. Back to all sectors →