AI Infrastructure Attracts $620M as Market Shifts from Generic Chains
$620 million flowed into a single AI subnet over 12 months, signaling a fundamental market shift.
**Major institutional moves:**
- Grayscale filed its first AI crypto investment vehicle
- Kraken launched 0G margin trading
The market is moving beyond generic Layer 1 blockchains toward **purpose-built AI infrastructure** that integrates chain, compute, storage, and data availability in unified stacks.
This follows broader trends where Bitcoin miners, facing profitability pressures around $500 per BTC, are pivoting their GPU infrastructure toward AI compute as a yielding asset. Wall Street is actively financing this transition.
The era of general-purpose chains appears to be giving way to specialized infrastructure designed specifically for AI workloads.