Just caught wind that AI tokens are making some moves today. NEAR, FET, and WLD all popped after Nvidia's keynote dropped some serious vision about the next phase of AI infrastructure. Huang basically said they're looking at a trillion dollar chip demand backlog through 2027, and he's talking up these agentic AI systems that could be the next cryptocurrency to boom in the coming years.

Looking at the charts, NEAR is sitting around $1.37, FET pulled back a bit, and WLD is hovering near $0.30. Even GRASS, that bandwidth monetization project, got some attention. The thesis here seems to be that blockchain projects are positioning themselves as the rails for autonomous AI agents to transact and coordinate. Whether this actually plays out as the next cryptocurrency to boom remains to be seen, but the market's clearly betting on it.

Bit skeptical though since BTC is stuck below 75k and the broader market's been choppy. ETH, SOL and the rest are down today. Still, if you're thinking about what could be next to boom in this cycle, AI infrastructure plays seem to be where the conversation's at.