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...

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.

...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.

...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.

Goal: scale to 100M users to create better AI than any centralized AI lab....Interesting pivot to the growing decentralized meta within AI...

...hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI...

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...

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...

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...

...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...

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...

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?

...decentralized network of sensors to capture and monetize physical data at scale. 375ai: https://www.375.ai...

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.

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.

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.

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.

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. ...

Clanker Clanker is a Farcaster-native AI agent for deploying tokens....TinyLabs TinyAgents.xyz is a Farcaster-native AI agent platform....Tiny Agents are tokenized, autonomous AI agents that can be created by mentioning TinyBot in a cast....Bankr Bankr is a Clanker-native AI agent that can trade tokens for users through their social feed on...

...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...