Yesterday, I pointed out that besides
$ICP I also have
$0G . I complete this with the token I have had since I joined Binance, and I believe it is not fully appreciated. I mean
$BANK from
#LorenzoProtocol 1️⃣ BANK (Lorenzo Protocol)
Profile: AI + DeFi / liquidity infrastructure
Role in the portfolio: high risk – high potential (alpha)
Advantages
Exposure to AI-native DeFi (strategy automation, yield, risk management).
Small capitalization → asymmetric upside.
Utility token (governance + protocol mechanics).
Risks
Early development phase (execution risk).
High volatility, sensitivity to market sentiment.
Competition risk from larger AI-DeFi.
2️⃣ 0G
Profile: data infrastructure for AI (Data Availability / AI stack)
Role in the portfolio: technological growth
Advantages
Solves a real problem: data for AI on-chain (scalability, availability).
Fits well into the megatrend of AI + blockchain.
Can become a “data layer” for many applications.
Risks
Infrastructure project → adoption takes time.
Strong competition (modular blockchains, DA layers).
Valuation depends on real usage, not narrative.
3️⃣ ICP (Internet Computer)
Profile: full blockchain L1 / Web3 infra
Role in the portfolio: foundation + stabilizer
Advantages
Functional ecosystem (on-chain backend, smart contracts, reverse gas).
Real burn of ICP tokens → deflationary pressure.
Very strong R&D (AI on-chain, canisters, Web3 without cloud).
Risks
Complicated technology (adoption barrier).
Weaker marketing vs. competition.
Price still sensitive to market sentiment.
BANK + 0G + ICP together is a complementary stack:
BANK → profit / alpha / speculative engine
0G → infrastructural growth for AI
ICP → technological foundation and long-term stability
Together:
diversification of risk and narrative,
exposure to AI, DeFi, and Web3 infra,
Risks:
Dependence on AI sentiment.
BANK and 0G = higher volatility.
Risk of delays in technology adoption.
👉 ICP builds the foundation, 0G provides data for AI, and BANK tries to monetize it.