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Andy
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AI and blockchain are a holy matrimony made in tech heaven that is yet to be unleashed upon the world.
Agentic finance is coming.
templar@tplr_ai
On the @theallinpod this week, @chamath asked @nvidia CEO Jensen Huang about decentralized AI training, calling our Covenant-72B run "a pretty crazy technical accomplishment." One correction: it's 72 billion parameters, not four. Trained permissionlessly across 70+ contributors on commodity internet. The largest model ever pre-trained on fully decentralized infrastructure. Jensen's answer is worth hearing too.
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I'm very bullish on EtherFi along with DCF God here and haven't sold a single token from our fund over the last two years.
We expect this one to be a multi-year, multi-bagger for us and the growth is something we are willing to wait and be patient for.
We didn't come this far to sell here, were taking over American Express and building it onchain.
Neo finance.
DCF GOD@dcfgod
✅Etherfi buybacks are back on (no clue why they were off for a few days) ✅ Final investor vest sent out. No more VC overhang. ✅ Daily spend at ATH using cards ($2.5M/d) ✅ Staking TVL back above $6b ✅ Upbit listing yesterday ✅ Adding ~300 new cards a day ✅ CAC going down, ARPU going up, Payback period compressing sallygazzy mode note: dcf cap seeded ethfi
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Chamath was on the all-in pod with Jensen Huang today at NVDIA's tech conference talking about Bittensor and $TAO today.
Huang mentioned his excitement for decentralized AI training.
It seems like there's a future of a new, open-source intelligence monster in the making here.
We had James on the show today to understand the Bittensor bull thesis in more detail and why its caught the attention of Barry Silbert and Huang. According to James there's a subnet called Templar which is dominating the conversation inside the ecosystem.
Pretty bullish. The ai x crypto convergence is happening fast right now.
The Rollup@therollupco
“Bittensor is recreating a lot of the early interest people saw during DeFi Summer, where multiple projects were launching.” Andy asks Synth founder James Ross for his bull thesis on Bittensor. Hundreds of millions of dollars could flow into the Bittensor ecosystem, and TAO could go 10x, 20x, or even 50x from here. We saw something similar with Templar, which generated major interest and helped drive TAO up roughly 30–40%. Will we continue to see this growth across the Bittensor ecosystem?
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“Bittensor is recreating a lot of the early interest people saw during DeFi Summer, where multiple projects were launching.”
Andy asks Synth founder James Ross for his bull thesis on Bittensor.
Hundreds of millions of dollars could flow into the Bittensor ecosystem, and TAO could go 10x, 20x, or even 50x from here. We saw something similar with Templar, which generated major interest and helped drive TAO up roughly 30–40%.
Will we continue to see this growth across the Bittensor ecosystem?
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Layoffs are hitting crypto:
• Algorand: 25%
• Crypto dot com: -12% workforce
• Op Labs: ~20 roles
• Gemini: up to 30% (per Bloomberg)
• Messari: leadership shakeup + cuts
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@andyyy The gap is closing
0xSammy@0xSammy
Frontier model pre-training is increasingly concentrated The compute required for state-of-the-art training doubles every 6 to 10 months, pricing out anyone but the major labs: OpenAI, Google, Meta, and a handful of others with billion-dollar GPU budgets Templar is emerging as one of the most credible challenges to that concentration and they’ve just completed the largest decentralized pre-training run, EVER You NEED to pay attention to open sourced decentralized alternatives @NousResearch also released its Hermes Agent which is being dubbed “the next OpenClaw” Decentralized model training will become bigger than you think; now’s the time to educate yourself We published a @KhalaResearch report on Bittensor last month which covered Templar (I’ll link below)
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@andyyy TOA is a long term AI ecosystem that will bring lots of possibilities that Solana couldn't
Anyone who know what AI will become in the next decade will know that TOA is a key fundamental project for AI positioning
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@AraBalaghi @therollupco Will they be able to facilitate enough throughput and solid enough bookkeeping to manage agent swarms with millions of microtransactions?
idk man
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Andy retweetledi
"Visa's screwed. They have no way to compete with stablecoins. They know it. If you want to use an agent, they're going to use stablecoins."
Andy on Visa's AI agent payment tool.
CoinMarketCap@CoinMarketCap
LATEST: ⚡ Visa Crypto Labs has launched a command line tool that lets AI agents make card payments directly with the interface.
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Asking institutional capital allocators about the SEC ruling that tokens are indeed NOT securities in the Empire State Building as part of our show wasn't on my crypto career bingo card.
But, here we are.
This industry is rapidly evolving from the types of participants, to the rules of the road, and the areas of innovation.
We've done a lot of the work on the infra, the tech, and the foundational infrastructure.
What comes next is what we've been waiting for, with a bit of patience, we will all be the beneficiaries of the latest adoption milestones & regulatory clarity.
Its these types of events that happen in bear markets which don't get much immediate market upside, instead build up over time.
Will be obvious in hindsight imo.
Hyperliquid.
The Rollup@therollupco
Nauman Sheikh on what the SEC commodity classification actually unlocks: "Now these tokens can be used as collateral." "CME is piloting Bitcoin, ETH, stablecoins as collateral against derivative trades." "It makes the market more capital efficient. Brings in new institutional capital." "There was a huge divergence in volume. All in Asia, offshore markets. Now volume can come back to the US."
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Back home in the Tokenization Tower.
Great lineup of guests today with an institutional asset manager from G20, Pantera folks & a Bittensor convo
x.com/i/broadcasts/1…
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The Rollup and Chainlink walked into Washington, DC.
America’s crypto moment doesn’t wait.
Neither do we.
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@andyyy ‘Institutional’ is pretty broad, like as broad as ‘investable’ ‘companies’ in ‘Digital Assets’!
Need to re engineer that prompt, stat!
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