Although the scope of token utility is wide, it is still being verified how strongly actual demand feeds back into token value. The CUDOS integration was a decision to strengthen ASI's compute infrastructure, specifying a supply increase of approximately 88,946,755.672 FETs following the merging of CUDOS tokens.
Investment View
Unclearness of Token Value Capture Even though many AI services “support” FET, direct FET demand may be limited if users pay with fiat or stablecoins and are only settled on the backend.
Artificial Superintelligence Alliance has a strong AI native L1 and product integration narrative, but FET value capture and mainnet usage proof remain maturity bottlenecks.
Investment View
The AI narrative and project merger are compelling, but investors still need proof that ASI Chain fees and ASI Cloud usage drive FET demand.