Crypto
Transactions, DeFi activity and protocol usage create demand for nodes, validators, miners, RPC, storage and data centres.
The Bridge
Crypto, property and AI are connected by infrastructure demand.
Property is the spatial layer. Crypto and AI are digital systems with physical infrastructure footprints. The framework transfers by keeping the pipeline fixed and replacing the domain-specific views.
Shared causal logic
Digital activity → infrastructure demand → spatial concentration → value → risk → drift.
Property
Power, fibre, transport, zoning, cooling and land constraints turn infrastructure demand into spatial value.
AI
Model usage, API calls and training/inference demand create pressure on GPUs, cloud, data centres, electricity and cooling.
Taxonomy comparison
Same audit layers, different domain features.
| Layer | Crypto | Property | AI |
|---|---|---|---|
| Sector/function | DeFi, L1, L2, stablecoin, oracle, exchange token | Office, industrial, residential, data centre, logistics | Chatbot, coding, vision, robotics, enterprise AI |
| Infrastructure | Miner, validator, node, RPC, storage, bridge | Power-rich site, fibre-rich site, data centre, logistics hub | GPU provider, cloud provider, model lab, inference platform |
| Usage | Payments, collateral, governance, TVL, transactions | Occupancy, tenant type, footfall, rental demand | Users, API calls, enterprise adoption, app usage |
| Risk | Liquidity risk, bridge risk, protocol risk, regulatory risk | Vacancy, refinancing, planning, energy, climate risk | AI Act risk, safety risk, compute bottleneck, legal/regulatory risk |
| Maturity | Early protocol, mature chain, declining project | Planning, construction, stabilised, redevelopment | Research, productised, scaling, infrastructure-scale |