Compute
AI demand keeps raising the value of scarce GPU and inference capacity.
AI Economy
Track the economic rails AI increasingly needs.
This is thesis heat, not price heat. We monitor where stronger AI creates new scarcity, demand, coordination or trust requirements—and which tokens actually capture it.
Data & Physical Truth
Fresh maps, vehicles, sensors and human data become harder to substitute as models improve.
Machine Payments & Settlement
Agents increasingly need autonomous payment and settlement rails.
Identity & Authorization
More autonomous actors increase the value of permissioning and accountable identity.
Verification & Confidential Execution
AI increases the need to prove provenance, execution and source integrity.
Machine / Physical Economy
Robotics and autonomous systems increase demand for real-world coordination infrastructure.
Heatmap
Thesis strength at a glance.
AssetAICaptureAsymmetryConfidence
GEODA+HighHighB
RENDERA+HighMed+B+
NEARAMed+MediumB+
ETHAHighMediumA
AKTA+Med+Med+B+
MORA+MediumHighB
HONEYA+HighHighB
IOA+MediumMed+B
REPPOA+Med+HighB-
DIMOA+Med+HighB-