Abstract
The recent simultaneous launch of two major AI projects on Binance Alpha and Hemi's completion of significant financing marks a new development stage in the blockchain industry entering the "AI + Infrastructure" dual-driven phase. This article will conduct a systematic analysis from three dimensions: technical architecture, capital flow, and ecological effects.
I. In-depth Project Analysis
1. Recall: Benchmark Case of AI + Blockchain Infrastructure
· Technical Positioning: Decentralized AI Computing Network Built on Base Chain
· Capital Background: Cumulative Financing of $42 million, with investors including top institutions like Coinbase Ventures and Pantera Capital
· Token Economy: Total supply of 1 billion tokens, using a gradual release model, with 20% initial circulation at TGE
· Launch Strategy: Adopt a multi-exchange simultaneous launch model, covering mainstream trading platforms like Binance and Bitget
2. Whitebridge: AI computing protocol incubated by Binance ecosystem
· Ecological Advantages: Built on the Binance chain technology stack, enjoying support from native ecological resources
· Market Performance: Previously set an 800 times oversubscription record on the Cake platform
· Development Path: Take a gradual launch strategy, starting with medium-sized exchanges and gradually expanding
3. Hemi: Major breakthrough in modular cross-chain infrastructure
· Technical Architecture: Cross-chain communication protocol using zero-knowledge proof technology
· Financing Scale: 30 million USD strategic round financing, led by YZI Labs
· Core Innovation: Achieving trusted interoperability of assets and data between heterogeneous chains
II. Track Investment Logic Analysis
1. AI + Blockchain Integration Field
· Market Size: It is expected that the total market value of AI crypto projects will exceed 100 billion USD by 2025
· Technology Trends: Decentralized AI training and inference markets becoming new hotspots
· Investment Logic: Focus on projects with actual computing power resources and algorithm advantages
2. Cross-chain Infrastructure Field
· Industry Pain Points: The current total locked value of cross-chain bridges has exceeded 20 billion USD, but security remains the biggest challenge
· Technical Evolution: Development from simple asset cross-chain to general message passing
· Investment Value: Modular, verifiable cross-chain solutions have long-term investment value
III. Professional Investment Framework Recommendations
1. Project Evaluation Dimensions
· Technical Strength: Core team background, code update frequency, number of patents
· Capital Support: Financing rounds, quality of investors, funding utilization planning
· Ecological Construction: Number of partners, developer community activity, governance mechanisms
2. Key Risk Management Points
· Technical Risks: Smart contract audit reports, core algorithm security
· Market Risks: Token release rhythm, circulating market value, market maker strength
· Regulatory Risks: Compliance architecture, licensing qualifications, legal opinions
3. Asset Allocation Strategy
· Core Positioning (60%): Leading projects like Recall with clear fundamentals
· Satellite Positioning (30%): High-growth ecological projects like Whitebridge
· Opportunity Positioning (10%): Breakthrough innovations in infrastructure like Hemi
IV. Industry Trend Outlook
1. Institutional capital is systematically laying out in the blockchain infrastructure field
2. The deep integration of AI and blockchain will give rise to new business models
3. Breakthroughs in cross-chain technology will significantly enhance blockchain network effects
4. Compliance and institutionalization will become the main features of the next stage
Conclusion
This project launch reflects an important turning point as the blockchain industry transitions from single applications to infrastructure upgrades. It is recommended that investors establish a multi-dimensional evaluation system, focusing on the actual value of technological innovation while strictly controlling risks to seize the "AI + Infrastructure" dual-mainline investment opportunities.
