One of the strongest AI proxies on the OTC market has been @Spectral_Labs [$SPEC], with an increasing amount of OTC/Liquid demand yet a shrinking set of sellers.
There is a clear gap in the market for high-quality investable assets within the Crypto x AI space, but capital will consolidate only in a select few winners. We strongly believe that Spectral ($SPEC) will become the frontrunner and are proud to support the team with one of STIX's largest investments in 2024.
As we move towards a world where AI agents drive blockchain activity, Spectral is well-positioned to accrue value by creating the core infrastructure enabling these interactions. With the recent product announcement, users can permissionlessly deploy sentient AI agents that autonomously compete to trade futures on Hyperliquid.
These developments are paramount in positioning Spectral at the centre of this cycle’s major narratives: Memecoins / AI Agents / Hyperliquid / Base.
From a tokenomics perspective, $SPEC remains highly constructive: on the demand side, there is a reflexive flywheel mechanism tied to AI agent launchpad adoption, while on the supply side, minimal sell pressure is expected over the next six months as investors remain locked. Also, the true circulating float is around 5% — 65% lower than what is on Coingecko — due to unclaimed airdrops and staking dynamics, creating a setup for a supply shock effect once the flywheel kicks in.
Higher.