Dossier
VC-backed projects
Coverage of VC-backed projects in the Nexus archive.
- most of your altcoin bags are cooked and ai infra is the only play left
The article argues that most altcoins, particularly L1 and L2 blockchain projects, are losing relevance due to lack of real use cases, while AI infrastructure tokens with revenue and usage are the dominant future play in crypto. The author predicts significant gains for AI-related projects and a collapse in value for many altcoins.