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s4mmy· 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]
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s4mmy· 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 ...
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s4mmy· 2025-10-13 14:11
AI Compute Demand & GPU Market - AI compute demand is growing at twice the rate of efficiency growth, potentially leading to GPU shortages [1] - To meet current AI compute demand, an estimated $500 billion must be invested in data centers annually until 2030 [2] Crypto Protocols Benefiting from GPU Demand - Livepeer, a decentralized video streaming network, benefits from GPU resources for video transcoding and processing [1] - Several crypto protocols are positioned to capitalize on GPU demand, including GPU-backed lending protocols like USDai_Official, enterprise GPU yield tokenization platforms like gaib_ai, DePIN GPU clouds like AethirCloud, and GPU compute providers for 3D rendering like Rendernetwork [2] - Other protocols include ionet (compute provider), 0G_labs (modular L1 with GPU clusters), SpheronFDN (compute marketplace), akashnet_ (cloud computing marketplace), and Theta_Network (decentralized video rendering and AI inference) [2] TAO + Subnets - TAO subnets like chutes_ai (SN 64), lium_io (SN51), neural_internet (SN27), and ComputeHorde (SN12) are relevant in the context of GPU compute [2]
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s4mmy· 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]