CZ by Binance warns: crypto-AI projects focus too strongly on tokens instead of real usefulness

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Artificial intelligence and cryptocurrencies: Changpeng Zhao criticizes token fixation

Changpeng Zhao, the co -founder of Binance, also known as CZ, has recently expressed concerns about the current development of projects in the field of artificial intelligence (AI) within the cryptocurrency industry. In a contribution on the social media platform X, which was aimed at developers, he warned that they are too concentrated on the creation and marketing of their tokens, while the actual usefulness of the AI ​​agents is neglected.

cz appealed to the developers: "Too many AI agent developers concentrate too much on the token and not enough on the usefulness of the agent. I recommend making a really good agent first and only starting a token if the product market adaptation is available."

market assessment for AI and cryptocurrencies

According to Coingecko data, the market capitalization of the crypto AI increased by an impressive 322%in the fourth quarter of 2024, from USD $ 15.5 billion. This turnaround continued in 2025, whereby the market assessment increased to $ 21 billion on April 2, 2025.

Fundraising and product development

The discussion about CZ's comments sparked a debate within the community on X about the need for AI projects. A user asked ZHAO how research and development teams could secure financial support without token sales. Many investment companies would prioritize quick returns and urge projects to launch tokens prematurely because they received no support from risk capital. CZ emphasized that it is still important for projects to collect donations via token, but the developers should also focus on building real products.

"Collecting money with tokens in the crypto world is a strong application, but you should still concentrate on the construction after being raised and not just selling the tokens," he said.

In connection with the discussion, the Satoshi Club, a group of market analysts, expressed that "95% of AI agents" did not need tokens, whereupon Zhao noted: "Maybe 99.95%."

An influencer, known as Crypto_BN, compared AI project token with stock property and argued that they were only "memoins" if they could not support a solid product. Many other users agreed that many AI-related cryptocurrency projects only benefit from the market hype to bring tokens quickly.

"First we expected that the AI ​​agent area focused on offering real value and benefits to users.

New blockchain project: Ambient

This week a new blockchain project, supported by the risk capital company Andreessen Horowitz (A16Z), caused a stir because it made the claim to be able to replace Bitcoin. Ambient, an AI-oriented blockchain project coordinated by Travis Good, aims to address Bitcoin-Miner and offer useful evidence at any time.

good explained that the existing encryption mechanisms of Bitcoin could possibly be "completely out of date in five years" and emphasized that this could be major challenges for Bitcoin-Miner who had invested billions in special hardware.

Central control of AI in the cryptocelt

Delphi Digital Venture Associate Alex Golding pointed out that another important problem of the current use of AI in the crypto industry was a central control. "Everyone in the crypto world currently uses centralized AI to provide their apps and operate their frontend operations," he said, noting that this would withdraw the transparency via AI models and the data used.

Ambient plans to address these concerns through the concept of the "verified inference". This mechanism will make it possible to check the answers from AI-generated facts. Good stated that without this review, users were susceptible to manipulations by enemy actors.

The developments in the crypto and AI scene, especially in terms of tokens and their actual usefulness, will continue to be discussed hotly and could result in far-reaching changes in the coming time.