In the current wave of AI sweeping across the industry, many people focus solely on AI coins themselves, but the real money-making opportunities are often overlooked. The logic is simple—when everyone is mining for gold, those selling tools and providing services are more likely to get rich first.



Take AI infrastructure as an example. Three tokens are building the backbone behind this frenzy, and their certainty and potential are worth paying attention to.

**RNDR (Render Network) is a pioneer in decentralized GPU computing power.** In simple terms, it aggregates idle GPU resources worldwide to meet the demands of film effects, 3D content, and AI-generated videos. As generative AI videos explode in popularity, the demand for high-performance computing resources is growing exponentially. This is not a future need but a present one. The core appeal of DePIN lies here—real, measurable demand.

**AKT (Akash Network) targets the decentralized cloud computing sector.** Often seen as "decentralized AWS," it offers GPU server rentals at a much lower cost than centralized cloud providers. This is a must-have for cost-sensitive AI projects—who wouldn’t want to run models for less money? Open-source architecture and cost advantages make this a very stable approach.

**GRT (The Graph) plays a role in blockchain data infrastructure.** Think of it as the "Google" of the Web3 world. No matter how complex a DApp is, it needs GRT to provide data querying and indexing services. Any on-chain AI project involving data access will see its protocol revenue grow accordingly. This is a passive income track.

Although these three projects serve different scenarios, they all point to the same logic: only when infrastructure is solid enough can the ecosystem truly thrive. Instead of chasing concept coins, it’s better to invest in those tangible "shovels" that provide real services.
AKT-2.73%
GRT-3.81%
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LoneValidatorvip
· 11h ago
The shovels theory is back again, and this time it seems to have some substance. I am indeed watching RNDR, while GRT has been in my watchlist all along. I'm just worried that once the infrastructure concept is overhyped, it will be just so-so. By the way, does anyone really make over ten thousand a month relying on these?
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ForeverBuyingDipsvip
· 22h ago
The one who sells shovels always outlives the gold miners, and that's true. It's old logic, just not sure how long it will last this time. GRT is really underestimated; data is like oil. RNDR feels a bit overhyped; need to wait and see. AKT's cost advantage is a real necessity, but the ecosystem needs to catch up. Reminds me of AWS back in the day; history always repeats itself. Infrastructure is the real king, although it's not as exciting as concept coins. It sounds good, but it still depends on whose consensus is stronger. Having good shovels is great, but the worry is no one to mine with. I've heard this logic before; the key is whether you've chosen correctly.
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LadderToolGuyvip
· 22h ago
Selling shovels always earns steadily, I agree with this principle. But can RNDR really break out? It seems like there's quite a bit of competition. --- I've looked at GRT repeatedly, just worried that big companies might directly develop data query features. Can it truly maintain an advantage? --- Sounds good, but are these three tokens already priced in with these logic? Entry points are very important. --- I agree with the infrastructure logic, but I don't know if it can truly be implemented. DePIN has been a slogan for the past two years. --- AKT is cheap, but how does its stability compare to major cloud services? Is it worth choosing for AI projects? --- Why do I always feel these are just theoretical discussions? Where are the real ecosystem applications? --- Wait, GRT's passive income logic sounds appealing, but can it really grow steadily in the long term? --- The shovel theory is nothing new. The question is, which of these three paths is the most certain?
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LongTermDreamervip
· 22h ago
Three years ago, I heard the same logic. Many of the infrastructure coins I was optimistic about back then have already died. Now it's about the shovels theory again... But to be fair, RNDR does have some real value this time. The demand for GPU computing power is still there. AKT is cheap, yes, but user stickiness is average. GRT is even more affected by competition from Subgraph, which makes it a bit uncomfortable... However, if we look at a three-year horizon, there might be some hope. Rather than chasing coins, I prefer to chase the logic—I agree with that. Infrastructure may not be that sexy, but the more attractive things tend to die faster. That's my realization over the past five years. But I still got greedy. Who can really resist concept coins?
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PebbleHandervip
· 23h ago
I'm tired of the shovel logic, but RNDR has indeed hit the right spot this time --- AKT's cost advantage sounds great, but it all depends on the real demand within the ecosystem --- GRT passive income? Let's wait and see if on-chain AI projects all die out first --- Infrastructure again, and shovels again... how long can this narrative cycle last? --- I've long been optimistic about the DePIN track, just not sure how long RNDR can hold up --- Cost-sensitive AI projects? They’re also funded by financing, haha --- Three coins linked together? Or each playing separately, don’t deceive yourself --- Data infrastructure is unbeatable, I support the logic of GRT
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SchrodingerWalletvip
· 23h ago
The logic of selling shovels indeed makes sense, but I'm just worried it will turn into another bagholder later. --- RNDR and AKT have been hyped for so long, but their actual revenue can't keep up with the valuation. --- Wait, can GRT really benefit from data dividends? It still feels too dependent on ecosystem explosion. --- Here comes another advice to allocate infrastructure... How are those who heard this last time doing now? --- That's correct, but the prices of these three coins have long been reflected in the market. Are you still early if you buy now? --- I've heard the infrastructure story a thousand times, but I've never seen a small investor truly making money. --- RNDR does have demand support, but there are so many competitors. --- Instead of researching shovels, why not go all-in on the leading AI computing power projects? --- It's true I've been brainwashed, but I still can't help wanting to buy the dip.
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