Landscape

The AI × Crypto frontier, at a glance.

Seven sub-sectors. 58 tracked projects. Three conviction tiers. Click any sector to see the projects, the active VCs, and where Lookout focuses next.

0 Network Members58 Research Coverage

Tracked

Conviction

Watching

Skeptical

Sub-sectors

Seven fronts.

Sector

09 projects

AI Agents & Orchestration

Autonomous on-chain agents, agent frameworks, and the orchestration layers that coordinate them.

Tier mix

■ 2■ 6■ 1

Featured

Virtuals Protocol

Conviction

Open sector →

Sector

14 projects

Compute & Inference

Decentralized GPU networks and the inference markets that serve models on top of them.

Tier mix

■ 7■ 5■ 2

Featured

Bittensor

Conviction

Open sector →

Sector

14 projects

Data & Training

Open datasets, data DAOs, and verifiable pipelines that feed model training.

Tier mix

■ 4■ 8■ 2

Featured

Grass

Conviction

Open sector →

Sector

07 projects

Agent Economy & Finance

Payments, settlement, identity, and DeFAI primitives for autonomous agents.

Tier mix

■ 3■ 3■ 1

Featured

Skyfire

Conviction

Open sector →

Sector

07 projects

Physical AI

Robotics, embodied agents, and crypto-coordinated physical-world machine networks.

Tier mix

■ 0■ 6■ 1

Featured

FrodoBots

Watching

Open sector →

Sector

07 projects

Verification & Trust

zkML, verifiable inference, model provenance, and on-chain proof + audit layers.

Tier mix

■ 3■ 3■ 1

Open sector →

Execution layer

The control layer of physical AI.

A second axis over the universe — the systems that turn model intelligence into real-world action. Identity → Settlement → Coordination → Validation.

Who acts

Identity

Machine identity, reputation, and the agent frameworks that decide who is allowed to act.

Spectral Sentient Virtuals Protocol GAME by Virtuals Theoriq AIxBT+3

How value moves

Settlement

Payments, escrow, and settlement rails for autonomous agents transacting on their own.

Skyfire Brume Wallet Nava Coinbase x402 Catena Labs Nillion+1

How systems interact

Coordination

Compute, inference, and data networks that coordinate machine work at scale.

Ritual Supra Story Protocol Kaito Sahara AI Cookie DAO+22

How actions are verified

Validation & Safety

Physical execution, safety, and the proof layers that verify and constrain what machines do.

RISC Zero Lagrange Sanctuary AI OpenMind FrodoBots Apptronik+8

Lifecycle funnel

Seed to liquidity.

Where each project sits on the path Lookout accompanies — seed → growth → late → token live.

Pre-Seed / Seed

First institutional capital. Thesis + team underwriting.

Series A–B

Scaling on proven traction. Metrics start to matter.

Series C+ / Strategic

Pre-liquidity, strategic capital. Category leaders.

Token live / Public

Tradeable — TGE/IDO or public markets.

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Coverage refreshed continuously · tier moves with new signal