Cash Flow of Whales and Smart Money in Decentralized AI and DePIN Amid Market Corrections
Analyzing Cash Flow in Promising Tokens $RENDER , $ANKR , $AIOZ , $STORJ I, $ATH ⌠Amidst Recent Market Corrections in Decentralized AI and DePIN
This report explores the potential of decentralized AI infrastructure, termed "DePIN" (Decentralized Physical Infrastructure Networks), as a contender to Big Tech's control over data and computation. It highlights how AI could reshape economic power structures, focusing on data and computation as key drivers. Additionally, it analyzes the cash flow patterns of Whales and Smart Money over the past week, emphasizing their investments in promising DePIN tokens and revealing insights into the current market dynamics.
Part 1: Analysis of Decentralized AI Infrastructure and DePIN
1. Disrupting Big Tech's Control
Big Tech firms maintain dominance through monopolies on data, compute, and AI talent.Decentralized infrastructure could democratize access to these resources, enabling broader participation in AI development and deployment.
2. AI's Impact on Economic Structures
AI shifts economic power from labor to data and compute.Potential solutions include redistributive democratic socialism or a digital renaissance fostering universally accessible compute and data rights.
3. GPU Marketplaces and Distributed Training
Decentralized GPU marketplaces, like Render Network and Aethir, provide alternatives to centralized cloud services.Distributed training, though challenging, is gaining traction with projects like Gensyn and Prime Intellect, focusing on democratizing AI training through decentralized infrastructure.
4. Synthetic Data and AI Development
Synthetic data helps overcome data shortages in AI model training, offering a scalable alternative to limited public datasets.
đHighlighted DePIN Projects
1. Render Network
Targets creatives and designers by providing cost-effective rendering solutions through a decentralized network of GPUs.Critically assessed for market size and valuation, with potential in the AR/VR and real-time rendering markets.
2. Aethir and @ionet
Focus on co-located, enterprise-grade hardware for decentralized compute services.Aethir aims to dominate cloud gaming and rendering, while @ionet emphasizes GPU marketplaces and dynamic task scheduling.
3. DataDAOs
Emerging as decentralized solutions for managing and monetizing data, spanning various sectors like healthcare, finance, and mapping.Examples include Hivemapper for geospatial data and WeatherXM for weather data collection.
4. Filecoin, Arweave, and Akash
These projects are expanding their capabilities to include compute and AI services.The convergence of decentralized storage and compute solutions highlights the competitive landscape in DePIN.
đ Challenges and Opportunities
1. Scalability and Adoption
DePIN projects must overcome scalability issues and gain traction in their respective markets.Regulatory challenges and market competition with centralized incumbents remain significant hurdles.
2. Infrastructure Evolution
The future of DePIN involves integrating compute, storage, and AI services to build a comprehensive decentralized infrastructure.Projects like 0g are pushing the boundaries of on-chain data throughput to support high-performance applications.
3. Digital Liberalism
The report argues for a shift towards incentivizing broad participation in data and compute markets.By enabling decentralized ownership and contribution, DePIN could redefine economic engagement in the AI-driven future.
đ Conclusion
The DePIN landscape is rich with innovation but faces challenges in achieving mainstream adoption. As AI continues to reshape industries, decentralized infrastructure offers a compelling vision for democratizing access to critical resources, fostering a more inclusive digital economy.
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Part 2: Cash Flow Analysis of Whales and Smart Money Over the Past Week in Depin Tokens on Ethereum
đł WHALE Activity Over 7 Days: The top projects held by whales in the past week are RNDR @rendernetwork >> ANKR @ankr >> AIOZ @AIOZNetwork >> STOJI.@storj
$RNDR: $343,905,689, with an increase of $15,985,191 (up 5% in token value despite a 10% market correction over the past week).
$ANKR: Whales hold $103,380,133 (an increase of $655,000 in holdings despite a 15% price drop).
$AIOZ: Whales are holding $83,068,793 (an increase of $1 million while the price dropped by 18.5%).$STORI: Whales are holding $72,619,571 (no additional accumulation, sold about $5 million and only repurchased $2 million recently).
Despite market corrections, $RNDR & $ANKR has demonstrated resilience with increased whale accumulation, signaling confidence among large investors. The recent movements indicate a strategic interest in RNDR & ANKR as a vital component of the decentralized future.
Additionally, two projects, ATH @AethirCloud and LPT @Livepeer, have seen significant purchases:
$ATH(@AethirCloud ): 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b
Current balance held by Whales is $37,782,331, with an additional purchase of $1,038,421 (up 3%). Smart Money is currently holding $3,492,258 with no signs of taking profits.$LPT(@Livepeer): 0x58b6a8a3302369daec383334672404ee733ab239
$31,489,967 held by whales, with an additional purchase of $2,388,833 (up 7.4%).
đ°SMART MONEY 7D: Over the past week, Smart Money has become less bullish on Depin categories but has still increased its holdings significantly in two tokens, $RNDR and $GLM.
Increased $RNDR accumulation by an additional $232,982 USDT, now holding $1,367,564 (up 16.9%).Purchased $GLM (@golemproject) for $22,000 (0x7dd9c5cba05e151c895fde1cf355c9a1d5da6429), which they had never held before.
There has been action to start buying into two tokens:
XYO (@OfficialXYO ): Purchase a new amount $27,246 - 0x55296f69f40ea6d20e478533c15a6b08b654e758 (Market Cap: $66M)OPSEC (@OpSecCloud ): Purchase a new amount $20,655 - 0x6a7eff1e2c355ad6eb91bebb5ded49257f3fed98 (Market Cap: $700K) with 55K followers on X and active social marketing.
This report is based on Pro+ data from @iCryptoAI.
If you're interested in a
specific token, we will conduct an in-depth analysis of its on-chain data and upcoming potential in the next analysis.