AI Tokens Surge — Are Funds Preparing for GPT-5 Launch?
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AI Tokens Surge — Are Funds Preparing for GPT-5 Launch?
OpenAI expects GPT-5 to be released mid-year, possibly in summer.
Navigating Web3 tides with focused insightsAuthor: 1912212.eth, Foresight News
Before Bitcoin's halving, the crypto market did not迎来狂欢 but instead experienced an "asset halving"—most altcoins plunged, falling sharply from recent highs, even halving and then halving again, causing severe losses for countless investors.
Geopolitical tensions, combined with delayed rate cut expectations and fewer anticipated cuts, have tightened liquidity in the crypto sector. Some institutions chose to stay on the sidelines rather than risk exposure, leaving altcoins bearing the brunt of repeated sell-offs. After BTC officially completed its halving, selling pressure gradually weakened and market sentiment began to normalize.
AI-related tokens surged ahead, with ARKM rebounding after touching a low of $1.18, oscillating for several days before entering an upward trend—achieving five consecutive daily gains and peaking at $2.40. WLD recently recorded gains exceeding 15%, recovering from a bottom of $3.68 to above $6.00. FET has recovered from $1.59 to around $2.50, while AGIX rose from $0.60 to $1.00. The largest by market cap, TAO, also climbed from $426 to $532.
What’s Driving This Rally?
A Rebound After Excessive Pessimism
After BTC broke below the $60,000 level and briefly dropped to around $59,600, amid widespread fears of continued decline, Bitcoin quickly responded with five straight green days, reaffirming that the bull market may still be alive.
Looking back at the previous bull cycle, a significant pullback also occurred before Bitcoin’s halving. In March 2020, Bitcoin fell from around $7,000 to below $4,000, while Ethereum dropped from $260 to about $90—a decline of roughly 70%. Most altcoins fell over 75% (from their recent peaks at the time).
If history repeats itself, assuming a 75% drawdown, many altcoins may have already bottomed out.
Moreover, as Middle East tensions remained relatively stable without escalating into large-scale conflict, investors refrained from dumping risk assets. Instead, they sold U.S. Treasuries and pushed gold to new all-time highs.
Furthermore, market sentiment increasingly leans toward believing that a rally could still emerge in the second half of this year or near year-end, prompting some capital to become eager and start aggressively buying in.
The USDT market cap has hit a record high. Even during the market downturn, its value steadily grew from $107 billion on April 14 to nearly $110 billion—almost $3 billion flowed in within less than ten days, reflecting strong ongoing accumulation sentiment.
GPT-5 Launch Imminent
The release of GPT-4 sparked global attention and kept AI in the spotlight. Crypto assets tied to this narrative were no exception. Worldcoin, co-founded by OpenAI CEO Sam Altman—who is also an investor in Arkham, an AI data analytics platform—has seen its token surge whenever Altman or OpenAI gain media traction, with these two often leading the charge.
After a period of quiet following GPT-4, anticipation around GPT-5’s release has intensified. According to Business Insider citing insiders, OpenAI plans to launch GPT-5 around mid-year, possibly in summer. Some enterprise users have already internally tested GPT-5 and reported “substantial improvements” over the previous version. Sources also indicate OpenAI is still intensively training GPT-5, as it must pass rigorous safety evaluations.
If true, the next wave of AI frenzy may be just around the corner.
OpenAI CEO Sam Altman recently said in an interview: “GPT-5 will exceed people’s imagination in terms of capability improvement. I don’t know exactly when it will launch, but it will achieve a qualitative leap in advanced reasoning functions—not just a small step forward, but a massive leap.”
Notable AI Projects and Their Progress
Worldcoin
In early April, Worldcoin announced the launch of World Chain—an open network where verified users receive priority block space access and gas subsidies for daily transactions. Developers will gain access to millions of real-world users globally, enabling them to build practical, everyday-use applications. The network will deeply integrate with the Worldcoin protocol to accelerate growth and leverage World ID’s proof-of-personhood system. It will be secured by Ethereum as an L2 and engineered for scalability via the Superchain ecosystem. The network will be permissionless, open-source, and eventually independently governed by the community.
Fetch.ai, SingularityNET, and Ocean Protocol
Earlier this month, Fetch.ai, SingularityNET, and Ocean Protocol announced a merger of their tokens to form a decentralized artificial intelligence (AI) alliance. This coalition aims to offer a decentralized alternative to projects currently dominated by big tech firms. On April 16, the merger proposal was officially approved through voting.
io.net
As a competitor to Akash Network, io.net stands out not only due to its prestigious investment lineup and substantial funding but also because of its strong ties to the Solana ecosystem. Since its debut, it has drawn significant attention and is set to officially launch its token by the end of April.
The IO economic model has been released: at genesis, there will be an initial supply of 500 million IO tokens, allocated across five categories—seed investors, Series A investors, core contributors, R&D and ecosystem, and community. The total supply will grow over 20 years to a fixed cap of 800 million IO tokens, incentivizing network growth and adoption. Rewards will be distributed hourly to suppliers and stakers over 20 years, using a deflationary model starting at 8% in the first year and decreasing by 1.02% monthly (~12% annually), until the 800 million cap is reached.
Arkham
This month, Arkham faced controversy when Nansen and 0xScope published reports alleging non-compliant token unlocks, sparking major backlash and driving the token price lower amid skepticism. Despite Arkham’s subsequent clarification efforts, the damage was limited. After crashing from $4 to around $1, ARKM’s recent rebound is therefore understandable. Notably, July will mark a peak unlock period for ARKM, which investors should closely monitor.
Summary
AI, one of today’s most promising technological waves, what kind of spark will it create when converging with cryptocurrency? While the timing remains uncertain, related concept tokens could once again ignite a frenzy when GPT-5 launches and sparks renewed global discussion.
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