最近還是有在看機會,注意到 $COAI 漲了不少,多看了幾眼
發現 $COAI 不只是單純上漲,還是資本對”AI 基礎設施“重新估值後的結果
ChainOpera 不只是單一應用,而是從 AI OS、GPU 網路、Agent 平台到終端 App 的全棧生態,實現了同時“供給與消費”AI 能力的完整架構
這讓它成為目前市場上唯一可同時承載開發者生態與用戶需求的底層系統
更關鍵的是,其以全同態加密 FHE 與聯邦學習技術,實現了數據在加密狀態下參與訓練,將“隱私 AI”真正落地,技術壁壘遠超同類專案
(隱私也是最近熱點板塊之一,有空後續再分享更多)
目前 ChainOpera 平台已擁有超過 300 萬用戶與 10 萬名開發者,每週模型調用量達 35 億次,是實打實的流量與算力結合體,表現可圈可點
雖然 $COAI 當前 FDV 已達 175 億美元,表面看似昂貴,但對照 FET、TAO、AGIX 等僅聚焦單一賽道的專案估值(7–12B),ChainOpera 作為全棧 AI 基建的定價仍具邏輯
它的價值,不在當下的價格,而在未來 AI 經濟體的主導權
值得後續再多關注~

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