The next period of yield farming will be "inference farming"
People used to farm perps because perps platforms make a lot of money and accrue them back to token holders (i.e. Hyperliquid)
Now, we're seeing the same thing starting to happen with decentralized inference platforms
Open models finally reach frontier status at a fraction of frontier cost (i.e. Kimi K3). This will bring volume to decentralized inference players who can host & sell the inference at 30%+ cheaper vs centralized players
Farmers can simply farm the inference by renting GPUs online and contribute to the network.
A few picks to start from: Dolphin AI, SN53 Engy, and AntSeed AI.
Covering the Top Market Leaders in each category ↓
Disclaimer: This is a simplified list that only includes top player(s) by Market Cap or by Relevancy. The list will change every month due to the volatility of the sector.
Many infra categories aren't included as I'll be mainly focusing on popular use cases in this list.
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Distribution Network (Launchpad)
AI Agents need a strong distribution network to launch & showcase its use cases, and Launchpad offers the best distribution channel
3 major types of launchpad
- Generalized
- 3D Eco
- InvestmentDAO
Here’s a breakdown of the Top 6 strongest sectors leading the charge:
The market had a massive sell-off off the back of Trump's Tariff announcement with fear of trade wars with Mexico, Canada, China looming
The fear is now suspended for 30 days after last min negotiations between the two US neighbors
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On top of this, Trump has signed an executive order to establish a U.S. sovereign wealth fund (potentially signaling the diversification of investment into Crypto)
David Sacks is set to host a press conf on Feb 4, detailing the administrations' stance on Crypto & AI