NVDA.OQ-Morgan Stanley-Thematics Venture Vision The Crypto AI Pivot-110032446
摩根士丹利·2024-09-10 02:45
August 27, 2024 01:00 PM GMT Venture Vision: The Crypto > AI Pivot Bitcoin's price sits 6% below its 2021 high, yet venture funding for blockchain protocols is 75% lower. Investors have pivoted en masse towards funding AI start-ups. Will this encourage more mining-to-data centre conversion? Will the AI 'spray-and-pray' be any more likely to find product market fit? Blockchain has a product-market-fit and repeat-user problem - and venture investors know it. 'Self-custody' and 'Digital-Gold' arguments resonat ...