The Investment Thesis for Web3 Infrastructure: Analyzing Oraichain, Pinlink, and RSS3

In the dynamic digital asset landscape of July 2025, a compelling investment thesis is emerging around foundational Web3 infrastructure—the essential “picks and shovels” for the decentralized internet. Projects like Oraichain, Pinlink, and RSS3 represent core pillars of this thesis, offering exposure not just to speculative assets but to the underlying services that will power a generation of new applications.

Oraichain represents an investment in the “intelligence layer” of Web3. As AI becomes ubiquitous in DApps, the demand for verifiable and secure AI computation is set to grow exponentially. Oraichain, as a first-mover and leader in AI Layer 1 and oracle services, is positioned to capture significant value from every AI-driven transaction and application built on its platform. Its ORAI token, used for fees, staking, and governance, provides direct exposure to the economic activity of this burgeoning AI ecosystem.

Pinlink offers a thesis based on the tokenization of real-world, productive assets. The demand for AI computation is outstripping the supply of affordable hardware. Pinlink’s DePIN platform creates a marketplace for this high-demand resource, turning physical GPUs into yield-generating assets. Investing in its ecosystem via the PIN token is a bet on the continued growth of AI and the “financialization” of physical infrastructure, a multi-trillion-dollar market opportunity where Pinlink has established a strong foothold.

RSS3 provides an investment case centered on the value of open, structured information. In a data-driven world, access to a clean, comprehensive, and decentralized information layer is invaluable for everything from search engines to social media and AI training. As more applications build on RSS3’s protocol, its network and the RSS3 token—used to facilitate data exchange and secure the network—are poised to become increasingly critical components of the Web3 data economy.

For investors looking beyond fleeting narratives, the infrastructure provided by Oraichain, Pinlink, and RSS3 offers a tangible, utility-driven thesis grounded in the fundamental needs of a decentralized future.