Investment Thesis for Web3 Infrastructure: Oraichain, Pinlink, and RSS3 Emerge as Core Pillars

The digital asset landscape in July 2025 is witnessing a compelling investment thesis centered on foundational Web3 infrastructure. Projects like Oraichain, Pinlink, and RSS3 are emerging as critical enablers of the decentralized internet, offering exposure to the underlying services powering next-generation applications.

Oraichain stands out as a leader in the AI LAYER of Web3, addressing the growing demand for verifiable and secure AI computation in decentralized applications. Its ORAI token, integral to fees, staking, and governance, provides direct access to the economic activity of this rapidly expanding AI ecosystem.

Pinlink's thesis revolves around the tokenization of real-world, productive assets. With AI computation demand surpassing affordable hardware supply, Pinlink's DePIN platform creates a marketplace for high-demand resources, transforming physical GPUs into yield-generating assets. The PIN token represents a strategic bet on the financialization of physical infrastructure—a market with multi-trillion-dollar potential.