Grayscale Holding & Allocation - Grayscale 持有其去中心化 AI 基金 33.53% 的份额为 TAO [1] - Grayscale 在 12 月中旬进行再平衡，可能维持其资产配置 [1] - TAO 在第四季度获得机构需求支撑，与子网健康状况无关 [1] TAO Emission & Halving - 12 月减半将每日 TAO 排放量从 14,400 减少到 7,200 [1] Subnet Performance - 子网总和指标处于数月低点 [1] - Subnet 100 刚刚注销，新的启动项目正在减少 [1] Compliance & Token Utility - 项目方需要具有流动性的 AI 代币以获得合规批准，而不是正常运行的协议 [1]

RT 0G Labs (Home of Infinite AI) (@0G_labs)Galxe is live on 0G mainnet.We’re excited to have @Galxe powering growth across the 0G ecosystem.With Galxe’s onchain credential and campaign infrastructure, projects can now onboard users, build communities, and accelerate adoption in the new era of decentralized AI. https://t.co/iZpuQhQmb5 ...

DeAI = Decentralized AIdannyxyxy.sign (@otunbadewa):@S4mmyEth why TF am I seeing this tweet and what is DeAI?is this a sign to research? ...

Overview - Bittensor is a decentralized AI network gaining attention for its innovative approach [1][2] - The industry is observing the transformation of AI through Bittensor's decentralized internet of artificial intelligence [2] Token Performance - TAO, Bittensor's native token, has surpassed $1,000 [1] Technological Advancement - The network fosters competition and collaboration among machine learning models [2] - This approach leads to faster, smarter, and more efficient AI [2] - Bittensor aims to make AI accessible to everyone [2]

Core Insights - AlphaTON Capital Corp. has established a strategic partnership with Morpheus AI to become the preferred AI infrastructure provider for its portfolio companies, focusing on integrating AI agent capabilities [1][2] - The partnership aims to address critical infrastructure needs for AI agents, including inference services, agent tools, plugins, and decentralized storage solutions [2][5][7] Company Overview - AlphaTON Capital is a digital asset treasury company that manages investments in the TON and Telegram ecosystem, focusing on generating sustainable returns for shareholders through a comprehensive treasury strategy [10] - The company is led by CEO Brittany Kaiser and Chairman Enzo Villani, and it engages in network validation, staking operations, and strategic investments in decentralized finance protocols and applications [10] Partnership Details - Under the terms of the Memorandum of Understanding (MOU), Morpheus AI will provide infrastructure that allows AlphaTON's portfolio companies to access decentralized AI capabilities [2][4] - The partnership is expected to facilitate knowledge sharing between Morpheus AI and AlphaTON's ecosystem, benefiting all participants through emerging best practices and technological innovations [9] Morpheus AI Infrastructure - Morpheus AI has developed a three-pillar infrastructure approach for AI agent developers, which includes: - **Decentralized Inference Layer**: A live on-chain marketplace for AI inference that simplifies transactions through an easy-to-use API [5] - **United Tools Marketplace**: A marketplace under development that will allow developers to access external services and tools for AI agents without managing multiple API keys [6] - **Decentralized Storage Solutions**: A marketplace addressing the need for persistent data storage and knowledge bases for AI agents [7] Market Positioning - The partnership positions AlphaTON's portfolio companies at the forefront of the AI agent revolution, providing immediate access to production-ready infrastructure that would otherwise require significant development time and resources [8]

I've curated a spreadsheet of >125 tokenless protocols, and farming strategies.The complete list has been published to my subscribers and I'll include the link on Tuesday in my FREE newsletter (link in bio).Here are some notes on several of them below:a) AI:- @NousResearch: Decentralized AI model (Sign up to portal), no token.- @Surf_Copilot: Deep Research crypto AI model (Pro sub). Cyber is parent token, but no token for this protocol/entity.- @Almanak__: Automated Yield + DeFAI strategies (TGE EOM); Depos ...

AI Agent Economy Foundation - ERC-8004 v1 is now live, laying the foundation for open agent economies where AI Agents can discover and trust each other without a central intermediary [1] - The protocol improves upon the August draft based on feedback from hundreds of builders [1] Key Contributors - The protocol is co-authored by Marco De Rossi, Davide Crapis (@Ethereumfndn), Jordan Ellis (@Google), and Erik (@Coinbase) [1] Decentralized AI Future - The development signifies advancements for the future of decentralized AI [1]

Core Insights - Grayscale Investments has announced updated fund component weightings for its DeFi Fund, Smart Contract Fund, and AI Fund following their third quarter 2025 reviews [1][2][3] Fund Adjustments - The DeFi Fund (DEFG) has removed MakerDAO (MKR) from its portfolio and added Aerodrome Finance (AERO) based on the CoinDesk DeFi Select Index methodology [2] - The Smart Contract Fund (GSC) has adjusted its portfolio by selling existing components and reallocating the proceeds to purchase existing components, maintaining its alignment with the CoinDesk Smart Contract Platform Select Capped Index [3] - The AI Fund has added Story (IP) to its portfolio while selling existing components, in accordance with its fund methodology [3][8] Fund Characteristics - None of the funds (DEFG, GSC, AI Fund) generate income and regularly distribute fund components to cover ongoing expenses, leading to a gradual decrease in the amount of fund components represented by shares over time [4] - The DeFi Fund aims to provide exposure to leading decentralized finance platforms through a market cap-weighted portfolio [9] - The Smart Contract Fund seeks to provide exposure to industry-leading smart contract platforms, also through a market cap-weighted portfolio [11] - The AI Fund focuses on protocols building decentralized AI services and solutions to centralized AI-related problems [16] Fund Performance - The DeFi Fund has not met its investment objective to reflect the value of fund components held, with shares trading at both premiums and discounts to such value [10]

Core Insights - Flora Growth Corp. is transitioning to ZeroStack and has made its first purchase of 0G cryptocurrency, acquiring 772,200 tokens at an average price of $2.59, following a $401 million fundraising effort [1][5] - The company aims to establish itself as a leading public vehicle for Decentralized AI exposure, with a long-term strategy to hold and stake the purchased 0G tokens [5][6] - As of October 6, 2025, the company holds a total of 122,538,335 0G tokens, valued at approximately $352 million, with a partially adjusted total of 9,809,754 common shares outstanding [7] Company Strategy - The acquisition of 0G is part of the company's broader vision to connect traditional investors with the Decentralized AI economy, creating a regulated and transparent pathway to 0G [5][6] - The company plans to leverage its treasury strategy to enhance the adoption of 0G and support the growth of the Decentralized AI network [5] Financial Metrics - Total 0G held: 122,538,335 tokens [7] - Total 0G equivalents held (USD): Approximately $352 million [7] - Partially adjusted total common shares outstanding: 9,809,754 shares [7] - 0G per share ("ZGPS"): 12.491 [7] - ZGPS (USD): $35.85 [7]

DCG's decentralized AI subsidiary Yuma hires TradeBlock co-founders to C-Suite https://t.co/bsaZGqjUzF ...