A 24-month allocation across private inference, compute, storage, data, verifiable infrastructure, agent economies and agent payments.

Not Financial Advice.

The AI crypto market has entered its second phase.

The first phase was simple. Anything with an AI label could attract attention. A chatbot became an agent. A dashboard became intelligence infrastructure. A terminal became DeFAI. A token with a prompt box became a category.

That phase was useful, but not because it produced much quality. It forced the market to reveal what it actually believes AI crypto is.

Most of the market still treats AI crypto as a bag of agent coins. We do not. Our view is that the correct AI crypto portfolio is not built around the face of the agent economy. It is built around the resources that AI systems must consume: inference, compute, storage, data, provenance, coordination, payments, and evaluation.

That distinction matters because the AI category has become crowded to the point of absurdity. CoinGecko reported that Artificial Intelligence had become the second-most listed crypto category by May 2026, reaching 1,798 coins, up from only 145 at the start of 2024. That is not diversification. That is landfill expansion with better branding.

The task, therefore, is not to own “AI.” The task is to own the scarce economic points inside the AI stack.

The portfolio by AI resource layer

We are not buying AI tokens. We are buying the resources AI systems must consume.

That is the difference between a portfolio and a theme basket.