It feels like the next cycle is shifting toward infrastructure more than anything else.
The stack behind AI, DePIN, and real-world networks is finally taking shape.
Here’s what stands out right now:
• FLT (Fluence) — enabling cloudless, decentralized compute for AI models and high-demand applications without relying on centralized cloud providers.
• $NODL — expanding real-world connectivity through distributed wireless networks powered by actual devices.
• $IOTX — building trusted machine identity and verifiable data pipelines for AI and IoT systems.
• $WLD — pushing forward global digital identity, which AI-driven ecosystems will ultimately require.
What I’m noticing:
These projects aren’t competing they’re forming layers of the same emerging stack.
As AI workloads scale, compute, connectivity, and identity all begin to reinforce each other.
And that’s where FLT fits naturally: powering the compute backbone that ties this new decentralized infrastructure together.
