12
@0xJeff
0xJeff
Skipped detailed analysis: Personal account of a researcher/investor sharing insights, not a crypto project, protocol, token, or dApp.
AI Analysisneutral
Confidence
30%
Skipped detailed analysis: Personal account of a researcher/investor sharing insights, not a crypto project, protocol, token, or dApp.
Recent tweetsSee all on 𝕏 →
Dropped a quick guide on getting started with Hermes for as little as $0
Focus is on actually turning it into a personalized analyst instead of another generic agent
+ workflows/tools/crons that matter in practice
If you're trying to get started, this should help
https://t.co/8udZhIo7yx
Open, Decentralized AI, and Self-Sovereign Intelligence theses
are all getting the biggest validation this week
BUT..... investable opportunities remain quite limited — high revenue DeAI projects accrue value to equity and only use token as incentives
In this week's After Hour, we discuss self-sovereign thesis + structural tailwinds + biggest DeAI sectors now & in the future + where asymmetric opportunities are
Link below ↓
Most exciting stuff in the market right now (for me)
- We've just received strongest validation of open/decentralized ai thesis: Fable/Mythos 5 ban + Anthropic KYC terms + Gov approving GPT 5.6 release customer-by-customer. Gov gatekeeping AI → retail & enterprises opt for open/decentralized ai instead
- Dolphin AI released v2 of the network, representing real progress towards peer-to-pool decentralized inference infra (Golang rewrite, auto updates, NVFP4 quantization, sharded inference, and a stacked pipeline like custom inference engine, decentralized RL, and more)
- Bittensor releasing new set of network upgrades, subnet owners/investors lock-stake to show "Conviction", shift from Net TaoFlow-based emission to price-based emission for fairer economic, "Root Reborn" proposal for more productive root prop yield management, and more
- Arcium Blackthorn's Confidential AI introduces additional privacy guarantee on top of NVIDIA GPU through Arcium MPC with a single software switch
- Agentic Commerce x402 found its first real use case → pay-per-use model inference, sharp discount from compression, per use/x402 subsidy
- Data is about to become a bottleneck → Ilya Sutskever says the AI scaling era is running out of road because pre-training is about to hit a finite-data wall. 2012 - 2020 = age of research, 2020 - 2025 = age of scaling but now the scale is so big, 2026+ = back to age of research
- Grass token holders call on July 7 will answer whether rev goes to token holders/whether they're token-aligned. Story pivoting to "Data Foundation" & investing in Kled further validate the demand for data. Reppo about to validate its decentralized data evaluation network/data pipeline with enterprise clients
2026 will be the best year for open/decentralized ai and privacy
Top 10 Must Read AI Content for this Weekend PT.83
Must Read
- The Rebel Alliance: https://t.co/0nshTZvtJO
- Anthropic killed Viktor. A post-mortem: https://t.co/tKH37QWoxI
- The Age of Solopreneur: https://t.co/RKcCDCdC2u
- How Chinese Models Compete on Efficiency:
https://t.co/TcMX67jFVi
- Decentralized Inference - Everything You Need to Know https://t.co/n1xLk0FhRA
Other cool stuff
- The Constant is Change: https://t.co/fQD5z7jb5n
- Story becoming Data Foundation: https://t.co/vxzMsZoyiE
- Here's how 196 YC P26 startups sell the same thing: https://t.co/kgEQt6gjg8
- Our AI Agent now costs more than human junior bankers: https://t.co/NTdoobY0q0
- Thoughts on Open vs Close models landscape: https://t.co/3XsJB27v6S
Signal Timeline
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@0xALTF4 followed
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🪪Profile
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🤖AI verdict
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⚠️Penalties
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