DWF Labs: Market Has Not Yet Priced in AI-Crypto Convergence; DePIN and Payments May Become Beneficiaries

On October 18, DWF Labs stated the market has not yet fully priced in the potential of the convergence between artificial intelligence (AI) and the crypto industry. However, as agent trading and payments gradually gain traction, AI can help retail investors process more information, make decisions faster, and build their own capital management infrastructure, though related capital has not yet flowed into the crypto space at scale.

DWF Labs believes that frontier capital is currently flowing more toward the space, robotics, and AI sectors. In the early days, the market believed the crypto industry would not benefit from AI the way software companies do. But as capital expenditure construction and model development gradually enter the execution phase, the cycles of AI and the crypto industry may begin to intertwine, and demand for the use of crypto infrastructure will expand. Compute markets running on crypto networks could become a potential theme over the next year.