7523
Teng Yan
@teng #7523
I’m all-in on AI & Crypto | Research: chainofthought.xyz | Prev: Delphi Digital
796 Follower 396 Following
On my to-do list this week: Catch up on Bittensor.
Every time I look away for a few weeks, it feels like I miss a wave of new developments
Anything in particular I should be looking at? Heard Bitmind and Taoshi are cool
Every time I look away for a few weeks, it feels like I miss a wave of new developments
Anything in particular I should be looking at? Heard Bitmind and Taoshi are cool
I know y’all are busy. Here’s a quick summary of the most important things in Crypto x AI this past week 👇
• Grayscale launches a Decentralized AI Fund with NEAR / FIL / RNDR. Some say this is just Barry’s PA 🤷♂️
• Morgan Creek plans a $500M web3 fund including AI x Crypto
Bittensor
• Masa launches an AI data subnet on Bittensor
• SturdyFinance (AI optimizer for DeFi yield) updates its Bittensor Subnet
Incentive Programs & Project Updates
• Grass announces the final epoch of its closed beta
• CreatorBid launches an incentivized public alpha
• ChasmNetwork launches its Season 0 program
• Nimble_Network recaps its upcoming TGE plans
• exolabs_ allows you to create your own GPU cluster at home
• Brev.dev gets acquired by Nvidia
• AOS is now on the browser, AO crosses $447M in deposits
• AethirCloud crosses $36M in annual recurring revenue
More impt news in the full newsletter: https://www.chainofthought.xyz/p/weekly-ai-edge-6
Show some love please 🫶
• Grayscale launches a Decentralized AI Fund with NEAR / FIL / RNDR. Some say this is just Barry’s PA 🤷♂️
• Morgan Creek plans a $500M web3 fund including AI x Crypto
Bittensor
• Masa launches an AI data subnet on Bittensor
• SturdyFinance (AI optimizer for DeFi yield) updates its Bittensor Subnet
Incentive Programs & Project Updates
• Grass announces the final epoch of its closed beta
• CreatorBid launches an incentivized public alpha
• ChasmNetwork launches its Season 0 program
• Nimble_Network recaps its upcoming TGE plans
• exolabs_ allows you to create your own GPU cluster at home
• Brev.dev gets acquired by Nvidia
• AOS is now on the browser, AO crosses $447M in deposits
• AethirCloud crosses $36M in annual recurring revenue
More impt news in the full newsletter: https://www.chainofthought.xyz/p/weekly-ai-edge-6
Show some love please 🫶
The most important things in Crypto x AI this past week:
- Tether CEO advocates for localized AI training, hints at open-source
- Valory CEO on “Unlocking the World of Agents on Chain”. They also released Propel Genie - The Autonomous AI Agent Builder
- Allora Labs explores how machine learning can predict the 2024 US Presidential Election
- Bittensor mainnet operations resume, version 7.3.0 released.
- Talus partners with Hemera protocol to provide AI agents with high quality data
- Kaisar Network announces an upcoming NFT free mint and how to secure a WL spot
- Aethir’s liquid staking of ATH is live on Sophon chain
- Ora protocol on the use cases of their Onchain AI Oracle (OAO)
- Navy AI’s IDO started on July 11th, $400K raised so far
- Peaq network announces their roadmap to launch, including a target date for listing
- Kaito AI releases its Copilot for crypto research
You can read the full newsletter here: https://www.chainofthought.xyz/p/weekly-ai-edge-5
- Tether CEO advocates for localized AI training, hints at open-source
- Valory CEO on “Unlocking the World of Agents on Chain”. They also released Propel Genie - The Autonomous AI Agent Builder
- Allora Labs explores how machine learning can predict the 2024 US Presidential Election
- Bittensor mainnet operations resume, version 7.3.0 released.
- Talus partners with Hemera protocol to provide AI agents with high quality data
- Kaisar Network announces an upcoming NFT free mint and how to secure a WL spot
- Aethir’s liquid staking of ATH is live on Sophon chain
- Ora protocol on the use cases of their Onchain AI Oracle (OAO)
- Navy AI’s IDO started on July 11th, $400K raised so far
- Peaq network announces their roadmap to launch, including a target date for listing
- Kaito AI releases its Copilot for crypto research
You can read the full newsletter here: https://www.chainofthought.xyz/p/weekly-ai-edge-5
She really wants some cat treats.: https://drakula.app/post/8ec2e664-5422-4c47-99f2-412f80b2271f?invite=tJR6jM
Can someone refresh me on how tipping works please?
Do I need to hold 10K DEGEN tokens in order to receive tips?
Do I need to hold 10K DEGEN tokens in order to receive tips?
Gm reply guys. Took a bit of a break but I'm baaaack.
Gm frens. I took some time away from Farcaster, and now I'm back.
What did I miss? What are the main updates? Thanks in advance
What did I miss? What are the main updates? Thanks in advance
You can spend your entire day diving into the Bitcoin Ordinals ecosystem and still not finish keeping up with whats going on. So much activity and raw energy.
Most other NFT ecosystems would be envious.
Wonder if we can deconstruct how Ordinals achieved its success.
Most other NFT ecosystems would be envious.
Wonder if we can deconstruct how Ordinals achieved its success.
The strongest communities are formed by making your users rich. They become your fanatics.
This innate psychological dissonance is exactly why projects should airdrop tokens to their users, and not just to devs (yes I'm looking at you Starknet)
This innate psychological dissonance is exactly why projects should airdrop tokens to their users, and not just to devs (yes I'm looking at you Starknet)
Found Growthepie to be a very useful tool to see where the hotspots of NFT activity are on EVM L2s.
Other than the obvious NFT chains like Immutable & Zora, @0xpolygon & @base seem to be leading the pack.
Other than the obvious NFT chains like Immutable & Zora, @0xpolygon & @base seem to be leading the pack.
The Penguin : Dino ratio continues to widen in Feb.
1 Penguin = 16 Claynosaurz today.
I think this gap will narrow at some point. Both are great teams.
1 Penguin = 16 Claynosaurz today.
I think this gap will narrow at some point. Both are great teams.
The recent podcast at My First Million on writing was pretty good. Took away several tips after listening to it. Would recommend
https://www.mfmpod.com/become-a-better-writer-in-60-minutes-masterclass/
https://www.mfmpod.com/become-a-better-writer-in-60-minutes-masterclass/
I did some math on the potential value of MON tokens airdropped to
Pixelmon NFT holders, at various FDV numbers.
1 Pixelmon NFT floor price = 1.7 ETH ($5,000)
Math is pretty compelling if you believe MON can hit $1B FDV
Pixelmon NFT holders, at various FDV numbers.
1 Pixelmon NFT floor price = 1.7 ETH ($5,000)
Math is pretty compelling if you believe MON can hit $1B FDV
Bitcoin and Ethereum are memes.
That's it. That's the cast.
That's it. That's the cast.
Wild things are happening in Bitcoin land.
Merlin chain, an EVM-compatible Bitcoin L2, has $1.7B TVL locked on a stake-to-airdrop program.
That's more than Blast and hardly see anyone talking about it
Merlin chain, an EVM-compatible Bitcoin L2, has $1.7B TVL locked on a stake-to-airdrop program.
That's more than Blast and hardly see anyone talking about it
Been reading the Art of Strategy: A Game Theorist's Guide to Success in Business & Life. Really enjoying it so far
The key is to:
- Put yourself in other ppl's shoes
- Take into account the objectives & strategies of other players
- Work extra hard to understand the perspectives & interactions of all other players
The key is to:
- Put yourself in other ppl's shoes
- Take into account the objectives & strategies of other players
- Work extra hard to understand the perspectives & interactions of all other players
I remember in tech during the mid-2010s, before OpenAI, everyone was clamoring to add "AI" to their startup pitch decks cos you could raise at 2-3x higher valuations.
Seemed like a fad at that time (I was at an AI/ML startup)
It feels like the same thing is happening in web3 now; it's hip to be a crypto x AI startup
Seemed like a fad at that time (I was at an AI/ML startup)
It feels like the same thing is happening in web3 now; it's hip to be a crypto x AI startup
A trad art collector just bought these 10 black-and-white dotted on-chain digital paintings for 5,000 ETH ($14.5M)
They are coming for our most valuable & historical cultural Ethereum artifacts. Believe it.
They are coming for our most valuable & historical cultural Ethereum artifacts. Believe it.
Gm soyboys! What's everyone watching today?
Bitcoin halving in late Apr. Runes (fungible tokens on Bitcoin) will go live then.
Lots of degeneracy is expected, seeing what happened with BRC-20s.
Rest up meanwhile and get your caffeine fix ready.
Lots of degeneracy is expected, seeing what happened with BRC-20s.
Rest up meanwhile and get your caffeine fix ready.
Important periods for 2024:
1. BLAST mainnet launch in end Feb. $1.4B in TVL gets unlocked + lots of new protocols deploying on Blast. Will be a land grab for users.
2. Eigenlayer mainnet & token launch, could be in the later part of H1. Feels like it's going to be DeFi summer part 2.
1. BLAST mainnet launch in end Feb. $1.4B in TVL gets unlocked + lots of new protocols deploying on Blast. Will be a land grab for users.
2. Eigenlayer mainnet & token launch, could be in the later part of H1. Feels like it's going to be DeFi summer part 2.