In the current wave of digitalization, the integration of AI and Web3 is reshaping numerous fields with unstoppable momentum. In the first half of 2024, a total of 1,240 projects in the Web3 space raised a combined $7.52 billion, with a significant surge in funding for the AI sector. In just the second quarter of 2024, AI funding reached $24 billion, accounting for a large portion of total investments. Since the end of last year, AI concept coins have been gaining traction, leveraging the wealth effect of Meme coins and the bullish market effect from Trump, becoming one of the most focused and promising concepts in the market. AI is bringing unprecedented opportunities and transformations to the crypto world, and let us delve into the current development status and future potential of this cutting-edge field together.
AI+Social: UXLINK and Pop Social
Let’s review 2024 and explore the achievements in the AI + Social field from various dimensions:
In terms of user experience enhancement, social platforms utilizing AI technology have shown remarkable results in user matching and content recommendation, with user matching accuracy improved by 30% compared to the past, and the average click-through rate for content recommendations increased by 25%, leading to an average daily interaction time increase of 20 minutes per user, significantly enhancing user stickiness.
Regarding data security and privacy protection, over 40% of emerging social platforms are using blockchain-based decentralized storage technology, reducing the risk of user data leakage by 45%, and increasing user trust in platform data security to over 80%. Additionally, about 30% of platforms have introduced AI-driven smart contracts to automate social incentive mechanisms, resulting in a 50% increase in the number of users participating in incentive activities, greatly stimulating user engagement.
In terms of investment and financing, in the first half of 2024, the AI + Web3 social sector attracted over 50 investment projects, with a total financing amount reaching $300 million. The influx of capital has provided strong momentum for the development of this field. User data has also shown explosive growth, with the monthly active user count of related platforms surpassing 50 million, and the new user growth rate reaching 35%.
Looking ahead to 2025, NX.one Research Institute believes that the potential in this field is limitless. With advancements in AI technology, the accuracy of sentiment analysis and natural language processing is expected to rise to over 90% and 85%, respectively, allowing for a more precise understanding of user emotions and intentions, and providing highly personalized social services. Under the trend of decentralization, it is anticipated that the user market share of decentralized social platforms will break the partial monopoly of traditional social giants. The trend of cross-platform and cross-domain social integration is evident, and AI will facilitate seamless connections between different social networks, building a larger and richer social ecosystem.
UXLINK is a new social finance infrastructure project built on Telegram, focusing on "acquaintance social networking." Since its launch in April 2023, it has developed rapidly and has become one of the largest Web3 social platforms globally. It has the following features and advantages:
A large user base and activity level: As of April 30, 2024, UXLINK has covered over 95,000 groups, with verified users reaching 5.38 million and group users totaling 7.73 million. Its daily active user peak can reach around 743,000, with over 730,000 independent active wallet addresses in the past 24 hours and over 1.65 million independent active wallet addresses in 30 days, ranking first in the social sector. The total assets in smart contracts exceed $1.44 million, with total inflow assets in smart contracts reaching $11.54 million within 30 days.
Innovative "Link-to-Earn" mechanism: Users can earn an Arbitrum on-chain wallet and points by sharing invitation links, inviting others to join the community, and starting the registration bot. Additionally, completing tasks, minting social relationships on-chain, and building their own communities can also earn Uxuy points, which are linked to airdrop amounts, effectively incentivizing user participation and the expansion of social relationships.
Dual-token economic model: Uxuy is a utility token used to incentivize the community and pay service fees, with partial burning; Uxlink is a governance token with a fixed supply of 1 billion, released after listing and airdropped to active users, builders, and partners.
Powerful social data graph: UXLINK's UxSBT and UxGraph help users establish social graphs, successfully transferring social relationships from Web2 SNS to Web3 social assets, providing valuable data foundations for developers and AI projects.
Extensive ecological cooperation: UXLINK has partnered with multiple AI and GameFi projects to launch the "UXLINK Social Ecological Alliance," with the first batch of ecological projects including Bubble AI, 1Gen Labs, Pond, MetaCene, BacGames, Space Nation, EarlyBird3, and more than ten others. By collaborating with different types of applications, it enriches its ecosystem and provides unique data value empowerment for partners, jointly promoting the development of the AI + Web3 social field.
Pop Social is another example of the combination of AI and social networking, dedicated to building an AI-driven social network that allows content creators and consumers to gain value in exchange for the value they bring to the platform. Currently, Pop Social employs DID, verifiable reputation technology, and an AI-driven AIGC suite to assist users in content creation. It has secured over $4 million in funding from Fundamental Labs, Ceras Ventures, Chainlink, and Fusion Labs.
In fact, there are many projects that combine specific scenarios with AI, as exemplified by Pop Social. Although the entire social sector is currently facing FUD, the content token issuance led by Pump.fun can be understood as a transformation of social. Especially since social products inherently gather cultural memes, leveraging their original or derivative content to market through Meme issuance somewhat aligns with the current trend of AI Meme Launch.
AI+Infra: Sentient
In 2024, the rapid development of AI technology has led to explosive growth in the data infrastructure sector:
In terms of technological innovation, over 200 related projects worldwide are focusing on the research and development of data storage, management, and security technologies, with a cumulative investment of $1.5 billion in R&D. New data storage technologies have increased average storage capacity by three times and read/write speeds by five times; intelligent data management systems can achieve over 90% automation in data classification and retrieval; advanced data security technologies have reduced the incidence of data leakage events by 40%.
In terms of data quality and labeling, with the surge in AI's demand for high-quality data, the data labeling market size reached $1 billion in the first half of 2024, giving rise to over 500 specialized data labeling companies, employing more than 100,000 people.
From the perspective of investment and user data, in the first half of 2024, the AI + data infrastructure sector attracted over 300 investment projects, with total financing reaching $5 billion. The monthly active user count of related platforms surpassed 300 million, with a new user growth rate of 30%.
NX.one Research Institute holds an optimistic view on the future development of the AI + Social field, predicting that over 500 new projects will enter the market in 2025, further driving technological innovation. The integration of blockchain and AI will promote at least 40% of data to achieve decentralized storage and sharing, significantly enhancing data security and credibility. The application of AI technology in data labeling, cleaning, and quality assessment will become more mature, providing higher quality data for AI model training.
Sentient is an innovative project focused on the AI + data infrastructure field, aiming to build a decentralized AI ecosystem that provides comprehensive data infrastructure support for AI development. It has the following outstanding features and advantages:
A luxurious technical team: Sentient has a strong team, with Polygon co-founder Sandeep Nailwal deeply involved, along with industry experts like EigenLayer founder and CEO Sreeram Kannan as advisors, and professors from Princeton University and the Indian Institute of Science joining as professionals.
Strong financial support: Due to the significant potential of the sector and the strong technical capabilities of the team, in July 2024, Sentient successfully completed a $85 million seed round of financing, co-led by Peter Thiel's Founders Fund, Pantera Capital, and Framework Ventures, making it the highest single financing amount in the AI + Web3 infrastructure sector in the first half of 2024.
Decentralized open-source collaboration: Sentient is based on the principles of decentralization and open-source, breaking traditional centralized management through blockchain technology. It incentivizes global participants to contribute data, computing power, algorithms, etc., achieving distributed storage and sharing of data while safeguarding the rights of data owners. It also builds an open platform for developers and researchers to freely use and optimize AI models and data, promoting communication and innovation, and addressing centralization issues.
Innovative incentive mechanism: Sentient has designed an "activity" mechanism to incentivize participants. Each "activity" has clear goals and measurement criteria, and participants receive corresponding rewards for completing tasks. This incentive system stimulates community members' enthusiasm and creativity, encouraging more people to contribute data and optimize models, promoting the continuous development and improvement of AI data infrastructure.
AI+Assets: AI16z, AI Pool
In 2024, the application of AI in this field has rapidly risen, with over 50 innovative projects like AI16z and AI Pool emerging in the market, attracting significant attention and capital investment. From the perspective of public chain-related data, public chains such as Base, Solana, and Sui have shown active performance in net flow, providing strong infrastructure support for AI-based asset issuance projects, thereby promoting project development. These projects collectively secured over $1 billion in funding in the first half of 2024, providing robust support for technological research and business expansion.
These innovative projects leverage AI technology to play a key role in asset pricing, risk prediction, and investment decision-making. The success rate of financing for asset issuance projects utilizing AI technology has improved by 20% compared to traditional projects, and the average issuance cycle has been shortened by 30%. NX.one Research Institute believes that as AI technology continues to upgrade, its advantages in asset pricing, risk assessment, and market prediction will become more pronounced. It is expected that over 100 new projects will enter the market in 2025, further driving industry innovation. The integration of AI and Web3 technologies will become closer, with the scale of asset issuance using AI + Web3 technology expected to reach $50 billion, a 150% increase from 2024, and the market share is anticipated to rise from the current 10% to 25%.
AI16z, as a representative project in the AI + asset issuance field, conducts in-depth analysis of market data and project fundamentals using advanced AI algorithms and models. Its intelligent agent, Eliza, autonomously manages the on-chain liquidity pool, achieving an annualized return rate of over 60%. AI Pool has attracted over 5,000 registered investors, managing assets totaling $100 million, and realizes automated asset issuance and management through AI-driven smart contracts and decentralized autonomous organizations (DAOs). Additionally, AI16z provides investors with real-time investment advice and strategy adjustments to help them better respond to market changes.
AI Pool has pioneered a new asset issuance model, utilizing AI-driven smart contracts and decentralized autonomous organizations to achieve automated asset issuance and management. Throughout this process, AI technology is integrated, providing precise support from the initial asset pricing to subsequent risk monitoring. By participating in the governance and decision-making of AI Pool, investors can not only share in the project's development achievements but also influence the direction and strategy of asset issuance to some extent. This innovative model has attracted significant attention from investors, and to date, AI Pool has attracted over 5,000 registered investors, managing assets totaling $100 million.
AI+Gaming: Raiinmaker, Today, DeepLink
In 2024, AI has been widely applied and rapidly developed in the gaming and entertainment sector. Numerous gaming companies have invested heavily in AI-related research and development, with an estimated 30% increase in R&D investment in this field compared to the previous year, reaching approximately $2 billion. This investment has yielded significant results, with many games beginning to incorporate AI technology to enhance the gaming experience. Data shows that the number of games utilizing AI technology has increased by 40% compared to 2023, with over 2,000 games applying AI technology to varying degrees.
These applications are primarily reflected in intelligent behavior of game characters, scene generation, and content recommendation. For example, intelligent character behavior systems enabled by AI allow game characters to respond more realistically, with user satisfaction ratings for such games increasing by an average of 25%. Meanwhile, AI-assisted scene generation technology has made game environments richer and more diverse, with the richness of game scenes increasing by an average of 35%.
According to a report by DataIntelo, the global AI gaming market was valued at $1.2 billion in 2023 and is expected to reach $10.93 billion by 2032, with a compound annual growth rate of 23.3%. By then, AI will achieve greater breakthroughs in game plot creation and personalized gaming experiences. It is expected that over 5,000 games will deeply integrate AI technology, achieving highly personalized content customization to meet the needs of different players. This will attract more users into the gaming and entertainment market, with the user count expected to grow from 1 billion in 2024 to 1.5 billion in 2025, further driving the sector towards a more intelligent, personalized, and innovative direction.
In this field, NX.one Research Institute will focus on projects related to AI gaming, along with other popular elements, such as promising social projects and this year's hot infrastructure financing:
Today is an eye-catching Web3 social simulation game. It is currently focused on developing AI-driven intelligent NPCs and no-code creator tools based on generative AI. Through these innovative features, the game can provide players with a richer and more personalized experience. Notably, Today has completed a $5 million seed round of financing, led by Sfermion and Big Brain Holdings, providing solid financial support for its subsequent development and promotion.
Raiinmaker is building decentralized AI tools and Web3 infrastructure to support sports, gaming, and entertainment projects. Users can train AI through iOS or Android phones and receive rewards proportional to their influence on the AI models. Raiinmaker has raised a total of $10 million, with $7.5 million in seed funding co-led by Jump Capital and Cypher Capital.
DeepLink is a decentralized AI cloud gaming protocol that provides ultra-low latency game rendering solutions for AAA games and cloud gaming cafes, supporting 1ms ultra-low latency and 8K high-resolution gaming experiences through AI, blockchain, and streaming technology. DeepLink has completed a total of $8 million in angel and Series A financing, with a valuation of $100 million, backed by investors including Gobi Partners, Hycons, DBC, and ROCK Ventures.
Conclusion
In 2024, AI + Web3 has demonstrated strong development vitality across multiple fields, achieving remarkable results from social networking to infrastructure, from asset issuance to gaming and entertainment. With continuous technological innovation and integration, it is believed that in the future, "AI + Web3" will continue to expand boundaries, create more possibilities, and bring us a richer and more diverse digital world.
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