Original author: DeFi Teddy, Founder of Biteye
Recently, I've clearly felt a trend:
More and more friends around me are liquidating their Web3 assets and going all in on AI.
I don't completely agree, so let me briefly share my thoughts.
Conclusion first: It's not about choosing sides, but finding a combination.
Crypto & AI, it's not a choice between the two
AI and Web3 are not in conflict; rather, they are converging.
I am simultaneously learning Vibe Coding and leading a team in AI entrepreneurship while continuously researching new opportunities in Web3.
What is truly underestimated is:
The "enlightenment-level track" of AI × Crypto.
Agents, on-chain data, decentralized computing power, AI payments, stablecoins…
Giving up now might mean missing out on the early stages.
Is the crypto space really over? History has already provided an answer
The slogan "the crypto space is dead" has appeared many times, such as:
After the 2018 ICO crash and global regulation, many people left the market, believing the industry was dead.
But in 2020, DeFi Summer emerged,
Wall Street and regulators began to truly embrace crypto.
Now, although BTC is under pressure, the trend of traditional finance being revolutionized by blockchain is irreversible:
- Nasdaq is promoting stock tokenization,
- SWIFT is exploring blockchain solutions,
- Stablecoin cross-border payments now account for about 15%.
AI must be learned, but don't mythologize it
If you don't learn AI, you will definitely be eliminated.
But AI itself is not a money printer; it is just a tool.
AI has lowered the barriers to entrepreneurship,
but it has also raised the bar for success.
Just like the mass entrepreneurship of 2015:
Super individuals will definitely emerge,
but the vast majority will just be more efficient workers or small individual entrepreneurs.
Reality is harsh, and it must be recognized: AI will accelerate wealth disparity because the biggest beneficiaries are centralized companies.
AI stocks must be monitored
Deepseek data:
Nvidia has increased 200-300 times over the past 10 years,
the only benchmarks are Bitcoin at 300 times and Ethereum at 1200 times.
A domestic example is the previously hot Moore Threads, where early investor Pei Xian Qian Yao achieved a 6000 times return and a mythical investment return of 12 billion, but such opportunities are not accessible to ordinary retail investors; the early investment opportunities friendly to ordinary people are still in Web3.
Summary:
In 2026, continue learning Web3 + AI while researching AI stocks, with a focus on the intersectional opportunities of AI × Crypto.
It's not about fleeing the crypto space, but upgrading our understanding. What does everyone think?
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