According to CoinMeta, Grayscale, the research director of Zach Pandl, stated that in September, the AI crypto sector rose by 54%, significantly higher than the overall crypto market's increase of about 24%. Despite its strong performance recently, the total market value of the AI crypto sector, as estimated by Grayscale, is still only around $15 billion, making it the smallest category among its six major crypto areas. Grayscale believes that with the development of AI and agent, public blockchains can provide open infrastructure for payments, identity management, privacy computing, and verifiable records, and the market may begin to re-evaluate the role of blockchain in agent and economy. The representative tokens he listed include NEAR, Bittensor ( TAO ), World ( WLD ), and Venice ( VVV ), which rose by approximately 183%, 37%, 47%, and 70% respectively in September. Grayscale believes that there may be one or more major winners in this sector over the next five years.