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So far, Nvidia has been the darling of the AI universe....State of AI
It’s helped that GPU technology has gone exponential over the past decade....The bigger the GPU cluster, the faster and cheaper companies can train their AI systems....The question, of course, becomes: How deep into the AI narrative are we?
Report
30 Min
Global Macro Themes
Jun 2023
Today, we are in the midst of an AI revolution that will transform almost everything we do in the future...ASM plays into this AI future by enabling the creation, ownership, monetization and training of AI ‘agents...At its very core, ASM is a platform for tokenizing trained AI models, using a NFT....Soon tokenized AI may be counted among them.
Report
7 Min
NFT AI
Dec 2021
...rooted in AI, AI-driven chatbots, artwork, music, and more....The AI hype isn’t limited to the general public, however, as the number of AI-related mentions on earnings...This recent surge in AI interest may evoke feelings of familiarity....using AI-related tokens as their betting chips.
Report
14 Min
Artificial Intelligence
Jun 2023
Introduction
The field of generative AI has rapidly evolved in recent years and is already being used...Besides collecting and acquiring AI artwork, what if you could own the AI artist instead?...Botto straddles the line between generative AI, art NFTs, and DAO governance....An explosion of interest in generative AI and AI art since late 2022.
Report
16 Min
NFTs
Mar 2023
AI is the brain which helps process tasks, plans actions, and assesses performance....On the other, AI’s rapid acceleration points to a world in which exposure is existential....a “Shopify-esque” solution to allow games and consumer apps to deploy AI agents effortlessly....Freysa’s vision is an ecosystem of actually sovereign AI agents.
Report
50 Min
Artificial Intelligence
Feb 2025
...for AI + DePIN
Note: the following report is broken down into two sections: Part I is focused on AI....PART I: AI
Macro
AI is the defining technology of our age....@RaminNasibov
If 2023 was the year AI broke the Internet, then 2024 was the year AI broke financial markets...In short, the macro AI outlook is bright.
Report
122 Min
Artificial Intelligence
Dec 2024
The Flaws of Infrastructure Finance
The accelerating growth of AI brings an insatiable demand for computing...The disconnect between capital markets and money markets is evident in top AI infrastructure deals like...These issues will continue to surface as DePIN and AI networks grow, as evidenced by the launch of the...
Report
14 Min
Infrastructure
May 2025
Introduction
The world has been enthralled by AI this year, and for good reason; AI is a species-level...Another sign that AI art is taking off is the swift adoption of generative AI tools like Stable Diffusion...As AI art (and AI artists) grows in attention and demand, we expect Braindrops to move away from low...Is AI art just hype?
Report
15 Min
NFTs
Mar 2023
My thesis boiled down to the following four points:
This was the first AI NFT collection, a pivotal...Caesar says gm to all of those who know timing is everything … pic.twitter.com/xAHM3YSi3E
— Alethea AI...looking to combine AI and NFTs....Futhermore, there are other ways in which AI can be leveraged....To start, the AI personalities are still “newborns”.
Report
5 Min
NFT AI
Oct 2021
The Idols & Arkiv by Alethea AI: See below section for details....Weekly Highlight – Alethea AI’s State of the Ark & The Idols NFT drop
This week, I want to highlight...For the uninitiated, Alethea AI is a project that essentially brings interactive NFTs (iNFTs) to life...(we covered the team’s first AI NFT drop late last year).
Report
13 Min
NFTs
Mar 2022
Aaron McDonald & Brooks Brown: The Evolution of AI in Gaming
[Excerpt from a Delphi Podcast]...McDonald (Co-founder of ASM) and Brooks Brown (Co-founder of NOR) on the role of Artificial Intelligence (AI...They talk about the benefits of owning an AI, community governance within games, and normalizing NFTs...
Report
5 Min
Layer 1 / L1
Apr 2022
On-chain AI agents promise the ability to be a more evergreen solution to intent translation....The autonomous component is crucial to the AI agent thesis....You set this up as a sub-account with partial control given to an AI agent....AI agents are still in a nascent stage....But the path forward with AI agents and their impact on UX is starting to materialize.
Report
21 Min
Artificial Intelligence
Jul 2024
Alethea AI, Gem Overtakes Genie, The Idols Drop
[Excerpt from our Mar. 2 NFT Insights]
The fierce fight...Weekly Highlight – Alethea AI’s State of the Ark & The Idols NFT drop
Alethea AI conducted its...For the uninitiated, Alethea AI is a project that essentially brings interactive NFTs (iNFTs) to life...
Report
7 Min
NFTs
Mar 2022
The AI–Agent Collision Course
Web2 systems are already plagued by opacity....Trust collapses, not because the AI is wrong, but because its correctness cannot be proven....Inference
One natural frontier is AI inference....AI agents....But what happens when those AI services require levels of verifiability?
Report
29 Min
Infrastructure
Oct 2025
...herein refer to USD
Executive Summary
Galaxy Digital (“Galaxy” or the “Company”) is a digital asset and AI...The heightened demand for data center capacity resulting from the proliferation of AI since the launch...The TAM from AI products and services is likely in the trillions, incentivizing this investment.
Report
32 Min
Macro & Markets
Jun 2025
AI is a rapidly evolving and exciting art form that has captured the imagination of artists worldwide...Despite the enormous success that AI artists like Robbie Bharat, Pindar Van Arman, and Botto have had..., the AI art space isn’t fully formed yet....It is evident that we have barely scratched the surface of what AI art is capable of achieving.
Alpha Insight
2 Min
NFT AI
Mar 2023
...rounds
Summary of Balaji’s Crypto x AI talk
Project spotlight – MyShell AI
Our favourite tweets on X...MyShell AI enables users to easily build, share, and own AI chatbots. ...Its founder, Ethan, says it best:
Why combine crypto with AI?...Inference
My talk @ Consensus on Decentralized AI Inference!
Alpha Insight
7 Min
NFT AI
Jul 2024
Today, AI is being utilized in studios all over the world in useful but non-exciting ways....Things will get really interesting when we start to see teams leverage:
AI playtesting
Environmental...design/asset generation
Next-level real-time rendering
AI NPC (this one is actually pretty scary...
Alpha Insight
1 Min
Gaming
Jun 2023
AI started, as new technologies often do, like a toy....It was made using Midjourney, a popular AI art creation company accessible via Discord....Newsrooms quickly dubbed the whole affair “the first real mass-level AI misinformation case.”...problem we’ll all face in the years to come: how to differentiate between real vs fake and human vs AI...
Alpha Insight
4 Min
Global Macro Themes
May 2023
, a private and uncensored alternative to popular AI apps, Mira, unified AI infrastructure, secured by...AI....Set the agenda and control AI for the future....of, of crypto and AI....It turns out that there’s been a lot of efforts, um, in having AI, uh, assessing other AI, right?
Media
109 Min
DeFi
Oct 2024
















