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0xJeff

@0xJeff • 80,676 subscribers

Researcher/Investor - sharing insights from 200+ convos with founders & builders at https://t.co/c7GxaWoasV | Ex-TradFi

Shorts

Last week = full on week of acceleration for Onchain Inference A few players are experiencing 50-100% growth in tok/day every week or two and the prices haven't even re-rated yet In today's After Hour, we extensively dive into - The Latest State of Onchain Inference - 3 Key Sectors in Onchain Inference - Who're the Market Leaders, Who's Growing the Fastest, and Who's the Most Undervalued today CT is gonna start to talk about inference in November and everyone is going to be late (again) (But you don't have to be)

Last week = full on week of acceleration for Onchain Inference A few players are experiencing 50-100% growth in tok/day every week or two and the prices haven't even re-rated yet In today's After Hour, we extensively dive into - The Latest State of Onchain Inference - 3 Key Sectors in Onchain Inference - Who're the Market Leaders, Who's Growing the Fastest, and Who's the Most Undervalued today CT is gonna start to talk about inference in November and everyone is going to be late (again) (But you don't have to be)

13,351 Aufrufe

Robinhood Chain became the #1 fee generating chain It has completely changed the regime and now the activity is back onchain again across 6+ meta In today's After hour, we discuss the meta, the latest on DEX War, and where the opportunities are ↓

Robinhood Chain became the #1 fee generating chain It has completely changed the regime and now the activity is back onchain again across 6+ meta In today's After hour, we discuss the meta, the latest on DEX War, and where the opportunities are ↓

17,544 Aufrufe

AI Agent Landscape Feb'25 Covering the Top Market Leaders in each category ↓

AI Agent Landscape Feb'25 Covering the Top Market Leaders in each category ↓

68,524 Aufrufe

Privacy szn is about to start on Solana Privacy eco > Private finance (private transfer, swap, vesting/distro) > Sealed bid auction launching a financing layer for energy infra, crucial to the buildout of AI datacenters > And more on After Hour today [Link in bio]

Privacy szn is about to start on Solana Privacy eco > Private finance (private transfer, swap, vesting/distro) > Sealed bid auction launching a financing layer for energy infra, crucial to the buildout of AI datacenters > And more on After Hour today [Link in bio]

12,706 Aufrufe

Videos

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> Speculative narratives are slowing down > Onchain AI narratives are heating up > Narratives like Inference, Data, Robotics and more are on the verge of new catalysts Covering the state of the market + all the sub-sectors of Onchain AI in today's After Hour EP.74 Check it out if you wanna position yourself ahead of the crowd

> Speculative narratives are slowing down > Onchain AI narratives are heating up > Narratives like Inference, Data, Robotics and more are on the verge of new catalysts Covering the state of the market + all the sub-sectors of Onchain AI in today's After Hour EP.74 Check it out if you wanna position yourself ahead of the crowd

29,019 Aufrufe • vor 1 Monat

How's our gm AI v2 event? One thing we heard this year was that "You could walk into almost any groups and find yourself in an interesting agentic convos" With 1.5K+ signups for gm AI v2, we put a lot of thought into who we brought into the room, hoping everyone could find their people and convos worth joining Onchain AI seemed to be one of the most talked topics in the room The Agentic Economy drew the most attention, complemented by our pocketbook "The Agents are Buying" 55% of guests were founders, builders & developers. Another 25% coming from investors, VCs, and market makers Thanks to everyone who made it to our gm AI v2, our guests & cohosting partners BlockRunAI, CodecFlow, Dolphin, KITE AI, OpenServ, Reppo for making this possible

How's our gm AI v2 event? One thing we heard this year was that "You could walk into almost any groups and find yourself in an interesting agentic convos" With 1.5K+ signups for gm AI v2, we put a lot of thought into who we brought into the room, hoping everyone could find their people and convos worth joining Onchain AI seemed to be one of the most talked topics in the room The Agentic Economy drew the most attention, complemented by our pocketbook "The Agents are Buying" 55% of guests were founders, builders & developers. Another 25% coming from investors, VCs, and market makers Thanks to everyone who made it to our gm AI v2, our guests & cohosting partners BlockRunAI, CodecFlow, Dolphin, KITE AI, OpenServ, Reppo for making this possible

16,357 Aufrufe • vor 25 Tagen

Another flat week with so much happening below the surface - ████ became one of the top revenue-generating category in Crypto - Inference War is heating up on Bittensor with many players launching a decentralized inference network - The AI War is shifting from model to harness Covering where liquidity is moving & the trends happening within the broader AI and onchain AI In this week After Hour ↓

Another flat week with so much happening below the surface - ████ became one of the top revenue-generating category in Crypto - Inference War is heating up on Bittensor with many players launching a decentralized inference network - The AI War is shifting from model to harness Covering where liquidity is moving & the trends happening within the broader AI and onchain AI In this week After Hour ↓

15,576 Aufrufe • vor 3 Monaten

General AI value is flowing into Onchain AI China Open-Weight Labs → Inference providers → Intelligent Routers Venice is eating more token share, DIEM secondary markets are getting established, and decentralized consumer inference are forming their structural moats Diving into the latest dynamic of General AI Onchain AI + where the value will be going next in today's After Hour Link below ↓

General AI value is flowing into Onchain AI China Open-Weight Labs → Inference providers → Intelligent Routers Venice is eating more token share, DIEM secondary markets are getting established, and decentralized consumer inference are forming their structural moats Diving into the latest dynamic of General AI Onchain AI + where the value will be going next in today's After Hour Link below ↓

16,686 Aufrufe • vor 3 Monaten

Filtering the signal in Web3 AI Top 5 things I'm excited about in the market rn ↓

Filtering the signal in Web3 AI Top 5 things I'm excited about in the market rn ↓

24,646 Aufrufe • vor 1 Jahr

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