AI
Concentration is high, with NEAR Protocol and the Bittensor-related tokens (Bittensor plus Staked TAO) together accounting for roughly half the sector's total value, meaning sector performance is closely tied to a small number of projects.
AI (Agents + Compute)
WARM| 1 | NEAR Protocol | $6.9B | |
| 2 | Bittensor | $3.2B | |
| 3 | Staked TAO (Root) | $2.0B | |
| 4 | Internet Computer | $1.7B | |
| 5 | Venice Token | $1.1B |
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: Concentration is high, with NEAR Protocol and the Bittensor-related tokens (Bittensor plus Staked TAO) together accounting for roughly half the sector's total value, meaning sector performance is closely tied to a small number of projects.
FAQ
- Is AI still growing in 2026?
- Concentration is high, with NEAR Protocol and the Bittensor-related tokens (Bittensor plus Staked TAO) together accounting for roughly half the sector's total value, meaning sector performance is closely tied to a small number of projects.
- 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 →