The AI & Big Data sector marketcap has surged from $15B at the start of the year to $70B now. Infrastructure may be one of the best beta plays for this vertical. @ChainbaseHQ is one protocol to watch, as it's yet to launch its token and is set for a spotlight in 2025. Currently, over 30K devs actively use Chainbase, with more than 8K projects relying on it for on-chain data. Revenue from data usage within the network surpassed $1.5 million in both 2023 and 2024, significantly outpacing The Graph's $960K for the same period. Chainbase can be likened to Databricks in the Web3 space, playing the role of an AI unicorn. Considering the FDV of The Graph and Arkham, Chainbase can easily ready $1–2B in FDV.
