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Monthly Chartbook - AI Narrative Takes the Wheel
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?
30 Min
Global Macro Themes
Jun 2023
Altered State Machine: Tokenized AI
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.
7 Min
NFT AI
Dec 2021
Market Note: The Surprising Interplay of AI & Cryptocurrencies
...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.
14 Min
Artificial Intelligence
Jun 2023
Botto: The Decentralized AI Artist
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.
16 Min
NFTs
Mar 2023
The Battle of the AI Agent Frameworks
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.
50 Min
Artificial Intelligence
Feb 2025
The Year Ahead for AI + DePIN 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.
122 Min
Artificial Intelligence
Dec 2024
USD.AI: Financing the Future of AI Infra
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...
14 Min
Infrastructure
May 2025
Braindrops: Pioneering the AI Art Movement
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?
15 Min
NFTs
Mar 2023
Ghosts In The Machine - The First AI NFT Collection
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”.
5 Min
NFT AI
Oct 2021
Alethea AI, Gem Overtakes Genie, The Idols Drop
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).
13 Min
NFTs
Mar 2022
Aurora's Growth, GNO Supply Reduction, AI in Gaming
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...
5 Min
Layer 1 / L1
Apr 2022
The Delegated Authorization Network: Trust Minimization in the Age of AI
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.
21 Min
Artificial Intelligence
Jul 2024
SWIFT to BTC, Alethea AI's New Drop, & TracerDAO V2
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...
7 Min
NFTs
Mar 2022
The Verifiable Cloud: How EigenCloud is Unlocking Crypto’s App and AI Era
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?
29 Min
Infrastructure
Oct 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...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.
32 Min
Macro & Markets
Jun 2025
AI Post-Photography
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.
2 Min
NFT AI
Mar 2023
Weekly AI Edge #3: MyShell is the true AI creator economy play
...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!
7 Min
NFT AI
Jul 2024
AI's Impact On The Games Industry
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...
1 Min
Gaming
Jun 2023
AI Moves Markets
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...
4 Min
Global Macro Themes
May 2023
Theoriq AI: AI Agent Collectives | Crypto x AI Event
, 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?
109 Min
DeFi
Oct 2024