IoTeX

September 12, 2025 at 23:46

IoTeX Emerges as a Foundational Real-World AI Layer, per Animoca Research

I just read Animoca Research’s big report on IoTeX and it frames us as a foundational layer for Real-World AI. The takeaway is clear: IoTeX sits in the middle of devices, data, and AI, with the Real-World AI market projected to exceed $1.1T by 2030. We’re already connected to 958k+ devices and 50+ DePIN projects, which means verifiable data streams AI can use at scale. IoTeX’s utility isn’t just on-chain; it powers transactions, governance, device registration (burn-drop), Quicksilver queries, and AI/DePIN apps. The token is embedded in the data economy, anchoring trust as the backbone of this infrastructure. On the security and reliability side, more than 3.55B IOTX is staked (about 37.8% of supply), supporting provenance and the integrity of the Real-World AI network. And enterprise-grade performance is highlighted by 2,000 TPS with 0 downtime since 2019, which matters for AI agents operating in the physical world. In short, the report positions IoTeX as a critical connective tissue for AI-enabled devices and data streams, backed by strong staking, broad device adoption, and a predictable infra stack. If you’re evaluating opportunities in Real-World AI and DePIN ecosystems, IoTeX looks like a strategic exposure to the data economy and trusted AI infrastructure.

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Analysis

Context and momentum: The Animoca Research report reinforces a bullish narrative for IoTeX by framing it as the connecting layer for Real-World AI. The emphasis on the $1.1T+ market by 2030 anchors a long-run growth story, while the breadth of data sources (958K+ devices, 50+ DePIN projects) provides a credible data moat and potential network effects.

Strengths and mechanics: IoTeX utility is broad — from txs and governance to device registration and AI/DePIN apps. The strong staking metric (3.55B IOTX, 37.8% of supply) serves as a robust risk signal since it indicates investor commitment and network security. Operational reliability (2,000 TPS, zero downtime since 2019) is a tangible moat for AI agents requiring dependable on-chain and off-chain data handling.

Risks and considerations: While the report paints a favorable picture, potential risks include competition from other IoT/AI data economies, regulatory changes affecting data provenance, and the possibility of scalability or interoperability hurdles as Real-World AI use cases expand. The valuation sensitivity to staking dynamics and DePIN project success should be monitored.

Recommendation

Consider a measured exposure to IoTeX as part of a diversified DePIN/AI infrastructure sleeve. If you already have a position, you might view any pullbacks as a buying opportunity given the data moat and enterprise-grade tech narrative. Track developments on DePIN integrations and new AI-use cases to validate sustained demand for IOTX utility.

Set triggers around major ecosystem milestones, such as new DePIN partners, or governance updates that could enhance token utility and staking incentives. Assess the risk/reward balance with a stop-loss or position-sizing rule that respects the correlation with broader AI infrastructure cycles.

Disclaimer

The Analysis and recommendations provided are for informational purposes only. Any investment decisions should be made at your own risk. Past performance is not indicative of future results. Always conduct your own research and consider consulting with a financial advisor before making any investment decisions.