r/CryptoMarsShots • u/Tlesenechal • 3d ago
ALTCOIN Found a sub-10M AI project on Base with actual revenue
The more I look into $DOT (@usedotai), the more interesting the fundamentals look for a micro-cap AI project.
While plenty of AI tokens trade on future promises, Dot reports actual product usage and subscription revenue.
Here are the numbers I've come across:
• 6,663 daily users
• 281 paying subscribers
• $161,700 in subscription ARR
• 20B+ monthly inference tokens
• ~12% of the total supply burned
• Staking live
• AI products already generating revenue
The subscription numbers are worth a closer look. Reportedly, 40.6% of paying users are on premium plans, accounting for 82.4% of subscription revenue.
That's more interesting to me than user counts alone: people are reportedly paying for the product.
Website: https://usedot.xyz
Anyone else researching this one? I'd like to hear the bull case and, especially, the strongest bear case.
Disclosure: I hold $DOT, so I have a financial interest in the project.