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s4mmy· 2025-10-13 21:10
RT s4mmy (@S4mmyEth)This is insane strength; TAO is up 30% on the day.i) Grayscale filed SEC Form 10 for Bittensor Trust, potentially shortening private placement holds from 12 to 6 months; seen as legitimizing TAO for institutions.ii) @YumaGroup recently launched an asset mgmt. arm which focuses on a Subnet Composite Fund + Large Cap Subnet Fund.Why is this significant?It enables accredited investors to get exposure to a Decentralized AI Network.iii) TAO halving approaching on December 11th, could we see D ...
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s4mmy· 2025-10-13 17:56
AI Compute Demand & GPU Market - AI 计算需求增长速度是效率增长速度的两倍 [1] - 除非 GPU 效率提高,否则 GPU 将成为人工智能领域最受欢迎的商品 [1] Crypto Protocols Benefiting from GPU Demand - Livepeer 是一个去中心化的视频流网络,利用 GPU 资源进行高效的实时视频转码和处理,收入与价格合理相关 [1] - USDai_Official 是 GPU 支持的借贷协议 [2] - Gaib_ai 将企业 GPU 收益代币化为可交易资产 [2] - AethirCloud 提供企业级 DePIN GPU 云 [2] - Render Network 提供用于 3D 渲染和视觉效果的 GPU 计算 [2] - io.net 提供的计算比 AWS 便宜 70% [2] - 0G_labs 是一个具有 GPU 集群的模块化 L1,用于可验证的计算 [2] - SpheronFDN 通过无需许可的计算市场产生需求 [2] - Akash Network 是一个用于云计算资源的开源市场 [2] - Theta Network 的 EdgeCloud 利用用户 GPU 进行去中心化的视频渲染和 AI 推理 [2] - Golem Project 是一个点对点计算市场,在全球范围内出租闲置 GPU 用于渲染/AI 任务 [2] TAO + Subnets - SN 64: Chutes_ai [2] - SN 51: Lium_io [2] - SN 27: Neural_internet [2] - SN 12: ComputeHorde [2]
X @s4mmy
s4mmy· 2025-10-13 16:10
RT s4mmy (@S4mmyEth)Leverage has been flushed from the system, primed for a reset.TAO has pumped 30% in the past 24 hours; It's worth paying attention to the coins that rally the hardest out of this dump & continue innovating, despite the market blip.Here's a round up of the latest DeAI developments in the past week:a) Post crash evaluation:- Several protocols came out with statements that their agentic vaults operated as intended during this stress test; @gizatechxyz positions can now be tracked on DeFi Ll ...
X @s4mmy
s4mmy· 2025-10-13 15:25
RT s4mmy (@S4mmyEth)This is insane strength; TAO is up 30% on the day.i) Grayscale filed SEC Form 10 for Bittensor Trust, potentially shortening private placement holds from 12 to 6 months; seen as legitimizing TAO for institutions.ii) @YumaGroup recently launched an asset mgmt. arm which focuses on a Subnet Composite Fund + Large Cap Subnet Fund.Why is this significant?It enables accredited investors to get exposure to a Decentralized AI Network.iii) TAO halving approaching on December 11th, could we see D ...