August as the start of AI season: GPT-5, Kaito campaigns and rate cuts
Post131 words
Argues GPT-5 will pull attention back to crypto x AI while six projects with live Kaito campaigns and upcoming TGEs drive CT attention. Rate cuts would be the last accelerator for an altseason led by DeAI and agents.
Key claims
GPT-5 in August will lift crypto x AI attention
Six AI projects have live Kaito campaigns plus coming TGEs
Rate cuts could trigger a full altseason
August = Start of AI Season
OpenAI's GPT-5 will make waves in August, also driving mainstream attention back to crypto x AI, which provides a multitude of accessible investment opportunities to get exposure to the AI hype/narrative hard to find in TradFi.
With Mira Network, Theoriq, Allora Network, Warden Protocol, Openledger and Infinit having live Kaito LB campaigns + TGEs coming up, there is another set of strong attention drivers on CT at play too.
If we also see rate cuts happen this week (Wednesday), that will likely be the last accelerator needed for a full-blown altseason, where DeAI & agents will be among the dominant narratives.
Given the strong performance of $BTC, and recently also $ETH + the increasing pressure on the fed to lower rates, the stage is set.
What came next · since 29 Jul 2025
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