Ocean Protocol data tokenization thesis is stronger than I gave it credit for
The core argument: AI models need data. High-quality real-world data is valuable and currently either locked behind corporate firewalls or scraped without consent or compensation. Ocean provides the infrastructure for data owners to tokenize datasets, control access through Data NFTs, and receive payment when their data is used.
As demand for AI training data scales, the question becomes whether Ocean marketplace model can attract the supply of high-quality datasets needed to make it actually useful.
The whale activity and market cap comparisons in the video are the speculative overlay. The underlying thesis is what I find compelling regardless of short-term price.
Do you see Ocean as infrastructure play for the AI data economy or is the decentralized data marketplace model too early for current market conditions?