0xJeff

State of Onchain AI Narratives > Privacy 2.0 leads in performance in the last 30 days, across FHE, MPC, TEE players @zama, @Arcium, @PhalaNetwork, @nillion > GPU financing has also been performing well with @USDai_Official getting the largest loan (~$129M) yesterday > Robotics looming with catalysts — @peaq x @codecopenflow Machine(.)fun + several Robotics @bittensor subnets incoming > Inference remains the #1 onchain AI narrative across 2026 with @AskVenice consistently growing its platform + DIEM ecosystem, @AskSurplus hitting ATH (~130B+) in daily tokens served, and other players continuing with their product developments (e.g. @engyai, @dphnAI, @openservai) > Bittensor is recovering nicely following the wave of stonk/token pairing meta, dragging the entire ecosystem of subnets upwards in PA > While the Agentic Economy/x402 hasn't found PMF or hit wider adoption this year, it has managed to organic adoption among power users, devs, and startups looking for lower cost, better micro-accounting tools & inferences. Several x402 facilitators (e.g. @PayAINetwork, @daydreamsagents) experienced positive PA as a result > Interestingly, Data is performing well thanks to @grass finally listening to the community, improving its comms, with better revenue transparency, and plans to accrue value back to token holders All in all, possibly one of the most bullish time to be investing + building in onchain AI More analysis on this in the upcoming After Hour EP.74 on Substack this Sunday

Looking for the best Token2049 SG side events to attend in 2 weeks? 🧵 Here are my Top 10 picks ↓ https://t.co/uTX0DTfS8r

Great to see narrative rotation starting to ramp up Privacy → Stonks → DeFi → Inference → Private AI/Inference The next 2 weeks are going to be even more exciting as a handful no. of teams are gearing up for product launches We're finally back

Privacy is Back — ZEC is Back — ███ isn't Back yet Inference is Back — VVV is Back — ███ isn't Back yet Covering the players who aren't back yet with the tendency to be back "soon" + fresh trading ideas for this bull run in Today's After Hour EP.73 ↓ https://t.co/UiTbOqvrdG https://t.co/8zZU2qMDTy

The Stonk meta kinda reminds me of LST meta but for retail LST — instead of having 32 ETH to stake & lock to earn 2-3% APY, a yield-bearing token is created allowing investors to stay liquid while farming the yields Stonk — instead of holding tokenized stocks (which tend to be high val) or memes (which don't have any utility), stonks act as yield-bearing tokens whose yields are powered by trading volume of said stonks The valuation is low enough for retail to experience large upside (leverage vehicle) while source of yields is tangible enough to attract whales to farm yields (yield vehicle) once stonks val/liq get to a decent size Would be cool to see @pendle_fi enabling PT & YT on stonk markets PT would be betting on volume going down/staying consistent YT betting on volume & speculation going up, literally leverage on leverage PT & YT on @longdotxyz (RHC) and @LaunchOnSF (Solana) remain a whitespace Gonna be interesting to see if Pendle or anyone else capture this gap

Arc could have made history here by making its chain an x402 chain > Curates top onchain AI use cases wrapped in x402 endpoints > Supports x402 facilitators with batching & up to payment schemes to save $$$ for projects > Onboard onchain inference players > Subsidizes credits for buyers > Provide grants/inference credits to top projects > Give them incentives to launch tokens to build community & early traction, and enable stakeholders to enjoy upside on the success of the chain Result: Arc as Onchain AI + x402 chain instead of confusing memes/institutions chain

> Inference + Speculation is back > Onchain options' back > Stonk narrative surviving & thriving > Arc finally launches with thousands of launchpads Capital is concentrating + a few trends, narratives, and players are on the verge of next leg up In today's article, we discuss exciting trends/alpha in the market, sharing my thoughts on key narratives, opportunities, and what to watch out for

I've got everything I love right in front of me my fiancée & my pocketbook Going to unveil one (my pocketbook) at our gm AI v2 event in Token2049 SG The pocketbook is titled "Agents Are Buying" Field Notes from the Onchain Agentic Economy 2026, sharing all the magic I've seen within the Agentic Economy + walking through key infra stack & players Reading is a beginning for learning but nothing beats execution Therefore, our 4 cohosting partners have graciously seeded each book with FREE credits for their existing + upcoming AI products @codecopenflow — SimArena Simulation @dphnAI — Inference API @openservai — Reasoning API @reppo — Evaluation API Thanks for giving that extra first push to onboard users into the Agentic Economy If you're interested to get your hand on the pocketbook, reserve in the luma link below & pick up at our event

Meta has shifted from RHC Stonk to Solana Stonk & AI on Base Metrics & Val have also shifted Next week, things "might" shift again as Arc mainnet is around the corner In today's article, we discuss - The shift in meta - Stonk v Pump - Arc L1 and what to watch out for ↓ https://t.co/xuwLvUbENo https://t.co/VpLfOlxzmm

This cycle actually feels pretty simple vs the last one Capital is concentrated like a barbell > Memes & Speculation on the left > Onchain AI, DeFi, RWA, Payments on the right 2 things happen 1. Launchpads & DEXs capture value from trenching activity 2. AI, DeFi, RWA, Payments/Neobanks extend crypto moat outside of CT And you know what the best thing is? 10/10 literally cleansed most teams out of the industry The only ones left are teams that either > they have found PMF + whose tokens haven't really re-rated > OR they're on the verge of PMF + tokens at rock bottom price It's a good time to be investing