s4mmy
Search documents
X @s4mmy
s4mmy路 2025-10-13 15:20
Compute Infrastructure - Compute is considered the base layer for a broader technology stack [1] - Downstream protocols are expected to benefit from compute infrastructure [1] Related Technologies - Interconnect and storage layers are likely to benefit [1] - Dataset markets are likely to benefit [1] - Verification/oracles are likely to benefit [1] - Identity for access control is likely to benefit [1]
X @s4mmy
s4mmy路 2025-10-13 15:05
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 Llama and @Almanak__ p ...
X @s4mmy
s4mmy路 2025-10-13 14:11
AI compute demand growth is twice the rate of efficiency growth.What does this mean?Unless GPUs become more efficient this will become the most sought after commodity for AI.Here's a list of crypto protocols that could benefit from this insatiable demand:- @USDai_Official: GPU backed lending protocol- @gaib_ai: Tokenizes enterprise GPU yields into tradable assets- @AethirCloud: Enterprise-grade DePIN GPU cloud- @rendernetwork: GPU compute for 3D rendering, visuals- @ionet: 70% cheaper than AWS in providing ...
X @s4mmy
s4mmy路 2025-10-13 12:58
Market Trends & Industry Dynamics - TAO (Bittensor) price surged 30% within a day [1] - Grayscale filed SEC Form 10 for Bittensor Trust, potentially reducing private placement holds from 12 months to 6 months, which is perceived as legitimizing TAO for institutional investors [1] - Yuma Group launched an asset management arm focusing on a Subnet Composite Fund and a Large Cap Subnet Fund, enabling accredited investors to gain exposure to a Decentralized AI Network [1] - TAO halving is approaching on December 11th, potentially mirroring Bitcoin halving price action [2] Investment Opportunities & Potential Risks - Decentralized AI Network is attracting attention from institutions, with the "AI Bitcoin" narrative gaining traction [1][2] - The market suggests paying attention to TAO if not already doing so [2]