We only evaluate the economic system design based on public websites, official Medium, GitHub, Etherscan, CoinMarketCap, and Bitget data. AINFT switched its brand from APENFT to AINFT on October 9, 2025, changing its positioning from an “NFT platform”-centric narrative to an “AI + Web3 infrastructure gateway”. The official usage guide describes AINFT as a Web3-native AI platform based on the TRON network, and users can log in with their TronLink wallet and recharge AI service credits using NFT, TRX, USDT, USDD, USD1, etc. AI model access rights AINFT major users such as ChatGPT, Claude, and Gemini charge tokens to obtain...
Investment View
Although NFTs are described as governance tokens, the official governance forum, proposal process, voting parameters, and enforcement structure are not clearly identified in public data. Therefore, although governance is “nominally present,” the maturity of the on-chain decision-making system is assessed as low. Minting Permission Risk The mint function and role-based permissions are verified in the Etherscan contract. Lack of rights management disclosure can impact supply confidence. AI model cost risk Structures that provide access to external models such as ChatGPT, Claude, and Gemini are vulnerable to external API prices, policy changes, and access restrictions. Subsidy sustainability risk NFT recharge 20%...
AINFT appears to be a project that is transitioning from the existing APENFT/NFT marketplace/governance token narrative to a TRON-based AI agent infrastructure, Bank of AI, and on-chain AI payment narrative. CoinMarketCap describes AINFT as “an AI-powered Web3 platform evolved from APENFT,” and presents AI agent creation, distributed model learning, and crypto payment-based AI model access as its core product line. (CoinMarketCap) However, although the narrative has evolved quickly in terms of maturity, actual usage, evidence of open source development, governance effectiveness, and on-chain verification of profit structure are still lacking.
Investment View
(CoinGecko) However, to be evaluated as a mature infrastructure project, CoinMarketCap also describes the strategic AI pivot from APENFT to AINFT as a key change. (CoinMarketCap) Risk of narrative exhaustion: Existing NFT narratives are already experiencing high market fatigue, and the price of AINFT has also fallen significantly compared to ATH.