0xJeff(@0xJeff):Turns out there are many asymmetric onchain opportunities out there Out of 16 team, there are only 4 more token-aligned teams (Tier I & II) some you may not have heard about My top 3 criteria 1. What's the utility of the token? 2. Is token an integral part of the business? 3. If a business 10x'ed, what happens to the token? Distilled what I learnt into this Onchain AI competitive landscape piece with the focus on token alignment + sharing top new & old players within this article

2026.07.10 07:54

Turns out there are many asymmetric onchain opportunities out there Out of 16 team, there are only 4 more token-aligned teams (Tier I & II) some you may not have heard about My top 3 criteria 1. What's the utility of the token? 2. Is token an integral part of the business? 3. If a business 10x'ed, what happens to the token? Distilled what I learnt into this Onchain AI competitive landscape piece with the focus on token alignment + sharing top new & old players within this article

0xJeff@0xJeff

2026.07.09 03:54

5 Tiers of Token-Aligned Onchain AI projects Tier V — Token as costs Tier IV — Token fights the business Tier III — Token rides along the business Tier II — Token participates in the business Tier I — Token is the business The hunt for token-aligned AI projects left me with 16 projects, each falling into one of these 5 tiers Covering the entire list + rationale of each in the article below ↓