Top Results390 results
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
AI is the brain which helps process tasks, plans actions, and assesses performance....Death of the Firm: Coase’s Unbundling
AI will rapidly accelerate “gigafication”, pushing ever larger...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
...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
...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
Goal: scale to 100M users to create better AI than any centralized AI lab....Interesting pivot to the growing decentralized meta within AI...
Alpha Insight
1 Min
Artificial Intelligence
Apr 2025
...hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI...
Alpha Insight
1 Min
AI
May 2025
We’ve published a guest post from Rittenhouse Research on Galaxy Digital’s AI Mining Center Helios....at the bottom with a snippet here:
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...
Alpha Insight
4 Min
Macro & Markets
Jun 2025
...creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered...
Alpha Insight
1 Min
AI
Jul 2025
The Atropos release by @NousResearch is a major milestone in reinforcement learning for AI....It enables your AI agent to enter these environments to learn through interaction and gather data to...
Alpha Insight
4 Min
AI
Apr 2025
Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI...a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI...Sam recently authored a widely discussed post, “The World’s RL Gym”, exploring the evolution of AI scaling...
Alpha Insight
1 Min
AI
Apr 2025
Positioning for the AI-Driven IP Economy
The proliferation of AI is beginning to overwhelm traditional...rejection of AI-generated art as “an insult to life itself.”...Mahojin – Transparent AI, Traceable Value
Problem: In the AI ecosystem, data providers and model builders...
Report
24 Min
Layer 1 / L1
Apr 2025
...decentralized network of sensors to capture and monetize physical data at scale.
375ai: https://www.375.ai...
Alpha Insight
1 Min
DeFi
Jun 2025
AI development’s edge no longer hinges on how many GPU-hours a team can burn, but on the profit each...Long-Context AI
Million-token context windows represent a substantial advancement in AI capabilities...Evaluating Trust
Structured and quantifiable metrics help us evaluate AI.
Report
22 Min
AI
May 2025
State of AI Agents
The decline in AI agent and platform valuations have been stark since their peak....AI agents in crypto will be a fraction of the overall AI agent market/mind share that includes a dozen...The next meta of onchain AI agents will be multi-agent systems....AI models and their capabilities have been evolving at a rapid pace.
Report
13 Min
Infrastructure
Jun 2025
...necessarily unwarranted, assuming the already existing consensus view that related technologies, like AI...advancements are only accelerating exponentially, as robotics is tightly coupled and correlated with AI...However, this sets up the potential for another wave of speculation within crypto AI – the third and...
Alpha Insight
6 Min
Artificial Intelligence
Mar 2025
Anomaly – AI-focused gaming studio, using AI agent orchestration across Reddit, Telegram, and Discord...AI agents create game scenarios and evolve through real user interactions (live)
SPHNX – gamified AI...DeFi AI agents, no coding required (coming soon to Sophon)
GenLayer
Beyond Sophon’s network, AI projects...AI projects in the ecosystem. ...
Report
19 Min
Infrastructure
May 2025
Energy: Electricity is the power sustaining AI hardware’s operation....No energy implies no compute, which means no AI....Without it, AI can’t process inputs or function....Bandwidth: Bandwidth is the data transfer enabling AI connectivity....Without it, AI can’t retain knowledge or state.
Report
25 Min
DeFi
Mar 2025
How do you take all that volatility in the AI space and funnel that into Jensen?...Uh, and in my opinion, that’s where AI is right now....Uh, it’s very similar with these AI models, right? Like you’re export....If I go on an AI model and it tells me. My idea sucks....Like what happens to open ai? Who gets to a GI first open source?
Media
78 Min
AI
Mar 2025
Even the integrity of social media debates have collapsed, with comment sections flooded by armies of AI...AI advancements slow due to infrastructure constraints....AI development continues to proceed at a remarkable pace....The global AI race necessitates enormous investments in AI, leading to breakthroughs in compute, distributed...
Report
26 Min
AI
May 2025
...builders pick the perfect VM for their needs – whether it’s gaming, high-speed trading, or onchain AI...This scaling solution is aimed towards high-volume non-financial use cases like gaming and AI....the tokenization of stocks, bonds, and other assets onchain and piece it together with solvers and AI...
Report
30 Min
Infrastructure
Apr 2025