Sun Yuchen Diagnoses AI Breakthroughs in the Cryptocurrency Industry: From Concept to Product "Lost Link"

The crypto market has recently been heated by hype around AI concepts, but Tron founder Justin Sun’s recent views directly address the core issue—most AI-related tokens are still in the speculative stage, with only a few products truly providing value to users. He believes that AI-powered blockchain has enormous potential, but it is overhyped due to a lack of “killer apps” with real product strength, which has become the main obstacle to long-term industry growth.

Why Are AI Tokens Still Just “Castles in the Air”

In Justin Sun’s view, although the integration of AI and blockchain is indeed the next big growth point, the current ecosystem for AI tokens is still immature. The market is flooded with projects claiming to be AI-related, but few have consumer-grade applications aimed at ordinary users. The value of these tokens is largely driven by speculative enthusiasm rather than clear business models and practical use cases. Sun emphasizes that the crypto industry needs not just another wave of hype, but a “ChatGPT moment”—a product that allows ordinary people to intuitively feel the value of the fusion of blockchain and AI.

Stablecoins and Cross-Border Payments: The Most Certain Growth Paths Today

Before AI applications mature, Sun points out that the real reliable growth opportunities in crypto still come from proven sectors. Stablecoins and cross-border payments are taking root in countries and regions where fiat currencies are unstable, becoming practical tools for everyday financial life. These scenarios are driven by genuine demand rather than hype, fueling real growth. In contrast, the explosive growth of AI tokens still depends on the emergence of true killer apps, a process that may take much longer than market expectations.