Why Intellistake Is Backing Decentralized AI — And Why Digital Tokens Like $FET Matter
Jason Dussault
Chief Executive Officer, Co-Founder
Blog
11 min read
This Post is Disseminated on behalf of Intellistake
I've thought a lot lately about infrastructure shifts. Thirty years in public markets will do that to you, I suppose. You start to see patterns in how the really big changes happen—usually when no one's looking, or when everyone's focused on the wrong thing entirely.
The next trillion-dollar infrastructure shift is happening right now. Most traditional investors have difficulty accessing it, which is perhaps the most interesting part.
We're watching the convergence of artificial intelligence and blockchain technology create something that didn't exist even two years ago. While everyone's talking about ChatGPT and throwing billions at centralized AI companies, the infrastructure that could actually power the next generation of intelligent systems is being built on decentralized networks that traditional markets largely ignore.
The AI market has surged from a specialized corner of computer science to a 279 USD billion global industry in 2024. Projections put it at $1.8 trillion USD by 20301, which honestly feels conservative at this point. But here's what I think creates the real opportunity: the "AI" most of us interact with today represents maybe 10% of what intelligent systems will become. We're building toward something much bigger than better chatbots.
That's exactly where Intellistake comes in, though maybe not in the way you'd expect.
The Vision Behind Decentralized AI
Think about AI that can actually think and work together, without needing permission from Google or Microsoft. Systems that can process information and make decisions without everything flowing through a few massive companies that control the switches.
I was listening to Dr. Ben Goertzel on Joe Rogan a few weeks back—a fascinating conversation about artificial general intelligence and why decentralization matters.
Dr. Ben founded SingularityNET, one of the key players in what's becoming the ASI Alliance, and his perspective on where this technology is heading is genuinely compelling. He's been working on AGI concepts since before most people knew what that meant.
The Problem with Centralized Everything
Think about this for a second. If the entire internet were owned by five companies, would we trust it with our hospitals and financial systems? Would we feel comfortable knowing that a handful of executives could change policies or simply turn off the lights whenever they chose?
That's essentially where we are with centralized AI today. A few large corporations control the models, the data, the compute infrastructure, and increasingly, the access. It's like building a city on rented land; one policy change and everything stops working.
I keep coming back to this analogy of one dam controlling an entire river. When that dam fails—or when the dam operator decides to redirect the flow—everyone downstream suffers. Decentralization means multiple tributaries, multiple sources of flow.
Our Strategy: Three Pillars, One Vision
Intellistake is a technology company, but we're built around three core pillars that I think position us uniquely in this space. We are developing enterprise AI and digital asset strategy solutions, we operate blockchain validator infrastructure, and we will maintain strategic digital asset positions in the networks we believe will define the future of finance and decentralized AI.
That third pillar is probably the most interesting from an investment perspective, though they're all connected. We're essentially building a bridge for traditional and institutional investors to access the decentralized AI economy and digital tokens through public markets.
Most institutional investors can't easily access tokens like FET through traditional investment vehicles. The regulatory complexity, custody requirements, cryptocurrency exchanges—it's a maze that keeps traditional capital on the sidelines of what might be the most significant infrastructure buildout in modern history.
The ASI Alliance (FET) is also building something called ASI Chain. Think of it as a blockchain specifically designed for AI applications, not just token transfers like Ethereum or Solana. The technical details get complex pretty quickly, but the basic idea is concurrent, agentic computation with the kind of low latency that real-time AI systems actually need.
Dr. Ben talked about this on Lex Fridman's podcast too, if you want the deep technical discussion.
His insights into how decentralized networks could solve some of the fundamental problems with centralized AI development are worth understanding.
Building Positions in Infrastructure Assets
Here's where it gets interesting from a financial perspective. We're not day traders or speculators. We're building concentrated, long-term positions in what we believe will become the foundational infrastructure assets of the AI economy.
The thing is, early exposure to centralized AI is largely past us. You can't buy NVIDIA stock now at what it was trading for 10 years ago. It's almost beyond the entry point for a lot of investors with varied risk appetites who are seeking those larger growth potentials that NVIDIA and other large-cap AI companies displayed in their earlier charts. That ship has sailed, frankly.
But perhaps we're looking at a similar early-stage opportunity with decentralized AI infrastructure. We're not the only ones recognizing this. Companies like Freight Technologies (Fr8Tech) and Interactive Strength (TRNR) have incorporated FET into their investment strategies. Other firms like Oblong and Synaptogenix are exploring strategic reserves in TAO, another decentralized AI token that's gaining attention.
Projects like FET have shown remarkable growth—rising from $100 million to an all-time high market capitalization of approximately $6.3 billion2,3, though like all digital assets—much like Ethereum and Bitcoin—it has seen volatility. Still, I think we're in the early stages of a much larger transformation.
When we do stake FET on our own validators, we will accomplish several things simultaneously. This will secure our asset positions through staking rewards, build deeper integration with networks we believe will capture the most value and support our developing technology, and aim to generate consistent yield that compounds our holdings over time.
We feel incredibly fortunate to have recognition from Dr. Ben Goertzel and to be positioned to support the infrastructure that the ASI Alliance is building. Dr. Goertzel emphasized the importance of initiatives like ours as we aim to integrate FET into our strategy:
“The emergence of beneficial AGI will be shaped not only by innovations in science and engineering, but by the structure and dynamics of the global economy -- both traditional and crypto. By adding FET to its holdings, Intellistake is helping us move toward a future where intelligence is open, transparent, and collectively guided. At this unique juncture in history, with AI advancing faster than ever, nothing could be more critical.” — Dr. Ben Goertzel, Founder & Chief Executive Officer, Artificial Superintelligence Alliance
That vision is exactly why we aim to align both our strategy and our technology infrastructure with the networks building this future. The mathematics are compelling, though nothing is guaranteed in this space. Networks that successfully capture value in decentralized AI could see substantial appreciation over multi-year horizons. Staking rewards—typically 5% to 8%4,5 annually, though it varies—allow us to potentially accumulate additional tokens throughout that period.
Perhaps most importantly, we're positioning for something that could fundamentally change how value gets captured in the overall AI economy. Instead of all value flowing to centralized providers, decentralized networks create new mechanisms where the underlying infrastructure tokens benefit from the adoption of the entire ecosystems built on top of them.
The Bigger Picture
I think we're at one of those inflection points where early positioning in the right infrastructure could create substantial long-term value. The networks we're backing today could power trillions of dollars in AI applications over the coming decades.
The question for investors isn't really whether AI will transform everything; that's already happening. The question is whether you want exposure to that transformation through traditional tech giants with existing business model constraints, or through focused positioning in the decentralized networks that could capture the next wave of value creation?
We're building Intellistake to give traditional investors access to that second option. Through public markets they already understand, with the kind of strategic focus that I think this opportunity deserves.
This report contains "forward-looking information" concerning anticipated developments and events related to the Company that may occur in the future. Forward looking information contained in this report includes, but is not limited to, all statements in respect of the Company's growth and development, the operations and business segments of the Company, expectations regarding the market for digital currencies and decentralized AI, support for decentralized AI and blockchain networks, expected allocation amounts for and selection of digital currencies, leveraging blockchain technology to support long-term stakeholder value, a broader strategy to grow the Company’s position in AI and tech digital assets, commencement of staking operations, the expected gross proceeds of the Offering and the use of proceeds from the Offering.
In certain cases, forward-looking information can be identified by the use of words such as "expects", "intends", "anticipates" or variations of such words and phrases or state that certain actions, events or results "may", "would", or "might" suggesting future outcomes, or other expectations, assumptions, intentions or statements about future events or performance. Forward-looking information contained in this report is based on certain assumptions regarding, among other things, the Company will continue to have access to financing until it achieves profitability; the technology and blockchain industries in which the Company intends to focus its business in will grow at the rate and in the manner expected; the ability to attract qualified personnel; the success of market initiatives and the ability to grow brand awareness; the ability to distribute Company's services; the Company creates strategies to mitigate risks associated with cryptocurrency price fluctuations; the Company remains compliant with all applicable laws and securities regulations; the Company engages and collaborates with local experts, as necessary, to address jurisdiction-specific matters and ensures compliance with foreign regulations to avoid penalties; the Company addresses any potential cybersecurity threats promptly and effectively; and the ability to successfully deploy the new business strategy as a result of the change of business. While the Company considers these assumptions to be reasonable, they may be incorrect.
Forward looking information involves known and unknown risks, uncertainties and other factors which may cause the actual results to be materially different from any future results expressed by the forward-looking information. Such factors include risks related to general business, economic and social uncertainties; failure to raise the capital necessary to fund its operations; inability to create strategies to mitigate the risks associated with cryptocurrency price fluctuations; the costs of regulation in the digital asset industries increase to the extent that the Company is no longer generating sufficient returns for shareholders; failure to promptly and effectively address cybersecurity threats; insufficient resources to maintain its operations on a competitive basis; and the actual costs, timing and future plans differs expectations; legislative, environmental and other judicial, regulatory, political and competitive developments; the inherent risks involved in the cryptocurrency and general securities markets; the Company may not be able to profitably liquidate its current digital currency inventory, or at all; a decline in digital currency prices may have a significant negative impact on the Company's operations; the Company's success may depend on the continued involvement of key personnel, including advisors, whose involvement cannot be guaranteed; institutional adoption of decentralized AI infrastructure remains uncertain and may not occur at the pace or scale anticipated; evolving regulatory frameworks, including those related to AI (such as Canada's proposed Artificial Intelligence and Data Act), may impose additional compliance burdens or restrict certain business activities; valuation figures are based on publicly available market data and internal assessments at the time of the referenced transactions and may not reflect current or future valuations; the volatility of digital currency prices; the inherent uncertainty of cost estimates and the potential for unexpected costs and expenses, currency fluctuations; regulatory restrictions, liability, competition, loss of key employees and other related risks and uncertainties; delay or failure to receive regulatory approvals; failure to attract qualified personnel, labour disputes; and the additional risks identified in the "Risk Factors" section of the Company's filings with applicable Canadian securities regulators.
Although the Company has attempted to identify factors that could cause actual results to differ materially from those described in forward-looking information, there may be other factors that cause results not to be as anticipated. Readers should not place undue reliance on forward-looking information. The forward-looking information is made as of the date of this report. Except as required by applicable securities laws, the Company does not undertake any obligation to publicly update forward-looking information.
