Recently, the investment community has been buzzing about an interesting phenomenon: in Q4 of this year, there has been a sudden surge of interest in a certain AI project for 2026. This project, called IPO, mainly aims to use AI algorithms to value startups and then issue crypto securities. It seems to want to carve out a share from the traditional IPO model.

What makes this project attractive? First, it is backed by top-tier Silicon Valley venture capital firms, and the initial startups involved are not minor players, including some AI companies specializing in image generation. From an on-chain deployment perspective, it adopts a cross-chain solution compatible with multiple public blockchains. Its biggest selling point is that transaction fees are 90% cheaper than Ethereum, which is attractive for large-volume transactions.

However, as an investor who has been active in the crypto space for many years, I must honestly say: there are significant risks hidden behind these high-yield narratives that need to be cautious of. First, the project's real application scenarios are still in the validation stage, currently mostly at the conceptual phase. Second, U.S. regulators have recently stepped up scrutiny of the crypto securities sector, and policy directions remain uncertain. Third, and quite practically, there are already similar players operating within this track.

Looking at the long term, if such projects can truly succeed, they may drive opportunities for underlying infrastructure tokens, such as those related to storage and computing power. AI model training demands substantial storage capacity, so certain hard drive tokens might benefit. But when choosing, one should still evaluate the true value rationally.