Grayscale: AI crypto sector jumped 54% in September, could produce 'major winners'
- —AI crypto sector gained 54% in September vs 24% for the broader market
- —NEAR +183%, Venice +70%, World +47%, Bittensor +37%
- —Segment's market cap is about $15 billion, the smallest of Grayscale's six categories
- —Grayscale's Decentralized AI Fund holds NEAR, Bittensor, Render and Filecoin
Why it matters: AI agents could drive new blockchain demand, but the $3.8 million NEAR Intents hack highlights infrastructure risks.
Source: Cointribune