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What NVIDIA is to compute and OpenAI is to models, Story and Poseidon will be to IP and data.
A lot is changing in the world right now. AI is fast-moving from chatbots to physical-world agents. Web-scraped data has plateaued and models are starving for high-integrity data. But the big one is that the bottleneck of AI progress has completely shifted to data and rights.
So four months ago, we launched our first and only incubated project Poseidon with a $15M round led by a16z crypto, bringing together experts at the intersection of data, AI, and crypto to fill the void, and I personally joined as sole board member and President of Poseidon because I believe that building the data layer for AI models is one of the most important missions of the entire IP infrastructure for the AI age.
Data is one of the most valuable, least structured forms of IP. And importantly, Poseidon is focused on the long tail of data. Not scraped web data, but POV video, biometric audio, multilingual speech, sensor-rich logs from robots and edge devices.
This is the data that will power physical AI. And Story’s architecture is uniquely suited to bring it on-chain, with transparent provenance, programmable rights, and native licensing rails. Poseidon is a natural extension of the Story blockchain and a foundational piece of our Chapter 2 vision. Together, Story and Poseidon are an unstoppable force.
In fact, Story registered ~300K data shard IPs daily for the last few days of Poseidon season 1 audio/speech data crowdsourcing campaign. Such massive IP influx of data IP registrations bumped our L1 daily tx to > 500K. Poseidon DePIN data IP is already becoming the central vertical of IP on Story Network.
In just four months, the Poseidon team has executed at velocity I’ve rarely seen:
- launched a massively successful audio-collection app driven by crypto incentives - app.psdn.ai
- shipped one of the largest non-English audio/speech datasets in the world in a matter of two weeks that surpass exponentially in size those of Meta and Alphabet
- built the first version of a “training-data marketplace,” an Amazon for AI data
- developed the v1 architecture of our data subnet
- advanced cutting-edge research in audio deepfake detection and low-resource language fine-tuning
- released our litepaper on our subnet design cdn.psdn.ai/Poseidon_Litep…
- and already begun data licensing contractual process with frontier AI labs
At this speed, I see Story and Poseidon becoming the NVIDIA for IP and data in the AI era.
For example, In 2 weeks, Poseidon was able to secure:
▸ Over 34k hours of audio data
▸ From 405k contributors worldwide
The Poseidon's initial audio dataset is much larger than the best AI speech/audio datasets for "low-resource" languages by Meta (VoxPopuli and MLS) and Alphabet (Fluers). Crypto does work outside speculation. It is especially great at global labor coordination with seamless and instant incentive payout. Also, launching our first app on @worldcoin 's app store made sure the data was being generated by humans, not bots.
Audio/speech will serve as the UX of humanoids that you will be interacting with and is becoming more and more important for physical AI models.
Anyway, so much more to come. Stay tuned :)
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Anyspend x402 Solana support is LIVE 🚀
Payments are instant, users pay zero gas fees - watch it in action 👉x402-demo.anyspend.com
More info at: docs.b3.fun/anyspend/x402-…
@anyspend @solana @b3dotfun
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2025 will be known as the year banking went on-chain.
For years, “crypto neobanks” were a theory.
The tech wasn’t ready, the laws were murky, and users didn’t yet trust themselves to hold their own keys.
But this year, everything aligned.
1️⃣ Technology matured.
L2 networks like @arbitrum, @base, and @Mantle_Official made on-chain payments cheap and instant.
Account abstraction and smart wallets (Gnosis Safe, SafePal, Argent) solved crypto’s biggest UX problem – recovery, fees, and usability.
Stablecoins became spendable: @gnosispay and @payy_link now let you swipe crypto at any Visa terminal. And restaking protocols like @ether_fi unlocked real yield, powering debit and credit cards with 5–10% returns.
The rails were finally fast, cheap, and composable.
2️⃣ Regulation caught up.
In Europe, MiCA provided clarity on stablecoins, licensing, and compliance all under one rulebook.
In the U.S., the 2025 GENIUS Act legalized USD-backed stablecoins, protecting users and freeing innovators.
Together, these laws gave crypto neobanks something they never had before: legitimacy.
3️⃣ Macro tailwinds hit.
High interest rates and inflation made people ask why their savings earned 0.1%.
Stablecoins earning 5–10% yield suddenly looked rational.
A strong dollar drove global demand for digital USD, especially in emerging markets where local currencies were collapsing.
Crypto neobanks stepped in, offering dollar accounts, yield, and cards accessible to anyone with a phone.
4️⃣ Users evolved.
Crypto users want control with self-custody and also convenience.
Not DeFi dashboards, but intuitive apps.
Crypto neobanks answered with simple, yield-bearing wallets that feel like Revolut but without middlemen.
5️⃣ Competition stagnated.
While traditional neobanks plateaued, Revolut, N26, and Chime turned risk-averse, adding crypto trading but not innovation.
Into that void came @Plasma, @UR_global by Mantle, @ether_fi Cash, @gnosispay and @MetaMask, offering higher yields, better cards, and true asset ownership.
So why 2025, not earlier?
It took this long for the puzzle pieces to align.
The infrastructure (L2s, smart wallets, stablecoins) had to mature.
The regulators had to bless it.
Users had to lose faith in custodians.
And fintech incumbents had to slow down just enough for crypto-native builders to break through.
I believe this is the final layer of DeFi, the point where finance stops looking “theoretically decentralized” and starts feeling usable.
It took a decade of trial, collapse, and evolution.
But in 2025, crypto finally became bankable, and banks, finally, became optional.
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offer from @binance:
> 1% airdrop on day 1, alpha listing
> 3% further airdrops in 6 months
> 1% for "marketing" at Binance full discretion
> provide 100% of TVL for token pool on Pancake Swap ($1M+)
> $250k security deposit
> 3% reserved for BNB HODLer programme
> $200k worth of tokens at MFN price for Binance affiliate marketers
> $2M $BNB security deposit for spot listing
offer from @coinbase:
> build something meaningful on @base
yet people still ask me "why build on @base?"... isn't it obvious?
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Fundamentals vs. Flows
The “revenue meta” is all about fundamentals
The “DAT meta” is all about flows
This post explains the value in each and how to use them in investing
dba.xyz/fundamentals-v…
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