A crypto analyst named Near Protocol, Bittensor and Venice as top AI plays. Bitcoin near $66,000. The analyst expects a market bottom between September and October and plans to accumulate.
Alpha Score of 76 reflects strong overall profile with strong momentum, weak value, strong quality, moderate sentiment.
A crypto analyst who declined to be named picked Near Protocol, Bittensor and Venice as the highest-conviction AI projects for the current market cycle. The selections come as Bitcoin trades near $66,000 and broader sentiment stays cautious.
Near Protocol (NEAR) trades at $1.60. The analyst called it attractive at that level and said he would add more if prices fall further. He cited sustained network growth even through the recent market weakness.
Bittensor (TAO), near $190, was described as one of the strongest decentralized AI platforms available. The analyst referenced recent comments from NVIDIA CEO Jensen Huang, who called intelligence a future universal currency. TAO, he said, is building the marketplace around that idea. Accumulating around current levels or on any dip toward the $170 to $180 range could prove rewarding, he added.
Venice drew criticism after a $65 million Series A funding round. The analyst said those concerns have largely been priced in. He expects the token to revisit previous highs once AI enthusiasm returns.
Beyond AI, the analyst is watching Hyperliquid. He plans to accumulate if the token drops into the low $50s or even the $40 range. He also holds positive views on Zcash and XRP, which is down 9%. XRP counts as another high-conviction holding outside the AI sector, he said.
The analyst expects the broader market to find a bottom between September and October, following the pattern of previous cycles. He plans to dollar-cost average into fundamentally strong protocols with real products, active users and sustainable revenue. His strategy is to ignore low-quality projects, accumulate AI leaders and prepare for what he called the next major crypto narrative.
For a broader view of the market, see AlphaScala's crypto market analysis.
AI remains one of the strongest convictions for this cycle as institutional adoption continues to grow and real-world AI applications expand rapidly. The analyst said upcoming milestones, such as potential IPOs from companies like OpenAI or Anthropic, could shift fresh capital into AI-related crypto coins.
While the broader market remains under pressure, the current weakness is seen as a buying opportunity rather than a warning sign. He expects the market to find its bottom between September and October, following the pattern of previous cycles, and plans to steadily dollar-cost average into high-conviction AI projects. According to him, investors should focus on fundamentally strong protocols with real products, active users, and sustainable revenue, as these are likely to lead the next rally once sentiment improves.
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