Release: 2026/09/13 12:23 Reading: 0
Original author:南宫交易日记
Original source:https://www.youtube.com/embed/AK_SrKAPF1E
In this issue, we will not talk about “which AI coin may skyrocket”. I put together 7 AI Crypto projects, starting from a more important question: **How much of the money that the AI project really earns can return to the Token Holder in the end? ** This issue focuses on dismantling: TAO / VVV / OLAS / TRAC / VIRTUAL / KITE / FET We will compare one by one from 5 dimensions: ① Economic Activity Are there real users, real usage and real economic activities? ② Does the Revenue / Fees project actually generate revenue? ③ Can the income from Token Value Capture be returned to Token through mechanisms such as Buyback, Burn, Staking, and Fee Share? ④ Tokenomics/Dilution Will the future Token unlocking and supply growth swallow up business growth? ⑤ Valuation If the business develops according to the three scenarios of Bear / Base / Bull, is the current valuation expensive? My final ranking for this issue is: 🥇 TAO 🥈 VVV 🥉 OLAS 4️⃣ TRAC 5️⃣ VIRTUAL 6️⃣ KITE 7️⃣ FET But ranking does not mean "buy now". What I really focus on is: **Certainty × Token Value Capture × Valuation × Increasing Odds** Among them: TAO - I think the strongest AI productive asset at present. VVV——True AI Business + Revenue + Buyback/Burn. OLAS - currently has the highest odds, but the biggest problem is also Monetization. TRAC - Knowledge Infrastructure direction deserves long-term observation. VIRTUAL - There is real income, but Token Value Capture still needs to be verified. KITE - The business model is good, but supply expansion is a problem that must be faced in the future. FET - has AI network and application value, but Token Holder Economics is relatively weak. --- ⚠️ **Risk Warning** The content of this video only represents personal research and investment opinions and does not constitute any investment advice. Crypto-assets are highly volatile and risky, and some projects also have risks such as token unlocking, dilution, liquidity, supervision, technology, and project execution. The valuations, target prices and buying ranges in the video are all scenario assumptions and do not represent actual future prices and do not guarantee investment returns. Please make independent judgment based on your own risk tolerance. --- If you like this kind of analysis: **Not just looking at currency prices, but analysis that breaks down business, Revenue, Tokenomics, Value Capture and valuation,** welcome to follow **"Nangong|Trader's Diary"**. You are also welcome to tell me in the comment area: **In the next issue, which project do you most want me to dismantle? ** --- #南宫traderdiary#Crypto #AI #Bitcoin #TAO #VVV #OLAS #VIRTUAL #TRAC #KITE #FET #cryptocurrency#virtual currency#Cryptoinvestment
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