Finally watched the Humayun Sheikh interview on the ASI merger, some thoughts

I had been putting off properly understanding the Fetch + SingularityNET + Ocean merger for months. Too many tokens, too much jargon, too many "biggest thing in AI crypto" claims from people who say that about everything.

What shifted my thinking was hearing the strategic rationale in his words rather than through analyst interpretation. The core argument is that three projects building toward decentralized AI infrastructure are more credible as a unified ecosystem than as three competing smaller players. The ASI token consolidation makes the market cap legible to institutional buyers who would have had to evaluate three separate positions before.

Whether you buy the AI crypto thesis or not, the merger logic is sound from a market structure perspective.

Do you see ASI Alliance as the serious long-term decentralized AI play or are you more skeptical of the AI crypto narrative generally?