作地：Viee、Crush、Biteye
Recently, Binance Labs, the venture capital arm of Binance, has increased its investment in the field of AI, with investment director Max Coniglio publicly stating that “AI and blockchain are a powerful combination.”
So, what is the appeal of AI+blockchain?
The key point is that they can complement each other and overcome each other's weaknesses. On the one hand, AI can improve the user experience of blockchain and enhance the decentralized system. On the other hand, blockchain can ensure the authenticity of AI data, promote the collaboration of open source projects, and support the computing needs of AI.
At the same time, the AI track is also a hot spot in this cycle. Therefore, in this article, Biteye has reviewed the AI projects invested by Binance Labs and the corresponding ways to participate.
01 Project Inventory
Note: Total financing refers to all disclosed financing
1. Sahara: AI network infrastructure, helping AI assetization. Total financing of US$49 million, invested by Binance Labs, Pantera Capital, etc.
2. MyShell: A decentralized AI Agent generation platform. Total financing of $16.6 million, invested by Binance Labs, OKX, Dragonfly, etc.
3. DIN: Modular AI native data preprocessing layer. Total financing of US$8 million, invested by Binance Labs, HashKey Capitall, etc.
4. Pentagon Games: Web3 AI game publisher. Total financing of US$6 million, invested by Binance Labs, Animoca Brands, etc.
5. Privasea: AI privacy computing platform based on fully homomorphic encryption. Total financing of US$5 million, invested by Binance Labs, OKX, etc.
6. Swan Chain: A L2 OP superchain designed for AI computing. Total financing of US$3 million, invested by Binance Labs, SNZ Holding, etc.
7. CoralApp: Launched Coral Phone, Binance’s first mobile phone project. Total financing of US$3 million, invested by Binance Labs and others.
8. Aggregata: A decentralized data market based on AI. Total financing was not disclosed, invested by Binance Labs, etc.
9. StarryNift: A gamification platform integrating NFT creation and trading. The total financing was not disclosed, and it was invested by Binance Labs, OKX, etc.
10. QnA3.AI: AI-driven Web3 knowledge sharing platform. Total financing of US$250 million, invested by Binance Labs and others.
11. NFPrompt: A privacy-centric, scalable proof-of-stake (PoS) Layer 1 smart contract platform. Total financing of $45 million, invested by Binance Labs, a16z, Polychain, etc.
12. Hooked Protocol: Integrates AI, Metaverse and Web3 education. Total financing of US$8.5 million, invested by Binance Labs, Hongshan, etc.
13. Arkham: AI-based crypto analysis platform and data tracking dashboard. Total financing of US$2.5 million, invested by Binance Labs and others.
14. Sleepless AI: AI-based virtual companion game. Total financing was not disclosed, invested by Binance Labs, Foresight Ventures, etc.
02 Prospect Analysis
Binance Labs' investment in AI aims to promote the combination of AI and blockchain technology, thereby promoting the development of decentralized applications (DApps). For example, by investing in decentralized platforms such as Sahara AI and MyShell, AI is used to enhance the user experience of blockchain and ensure the authenticity and security of data.
The AI track showed obvious development potential in the first half of 2024. With technological progress and the growth of market demand, we expect the AI track to further develop in the second half of the year. However, despite the optimistic outlook, the market still faces challenges. For example, the life cycle of AI applications is generally short, and users are less willing to pay, which may inhibit innovation and sustainable development. In addition, the overall market environment is also affected by factors such as regulation and liquidity. Future investment opportunities will depend on the market's ability to respond to these challenges.
Therefore, although the AI track shows strong growth potential, these risks still need to be carefully assessed. For good projects, innovative technical foundations and sustainable business models are indispensable. Whoever can seize the opportunity may become the winner of the future AI track.
