$1 spent on AI R&D ≠ $1 in revenue. Revenue is hard, profit is even harder. Even OpenAI, with billions in ARR, isn’t cash flow positive. So how do Web3 AI teams survive and scale when their moats are thinner and monetization is murkier? In my latest post, I break down how DeAI teams are approaching the Productization of Intelligence — and where we might see the first real breakthroughs. [Link in bio]

$1 spent on AI Infra ≠ $1 in revenue. Revenue is hard, profit is even harder. Even OpenAI, with billions in ARR, isn’t cash flow positive. So how do Web3 AI teams survive and scale when their moats are thinner and monetization is murkier? In my latest post, I break down how DeAI teams are approaching the Productization of Intelligence — and where we might see the first real breakthroughs. [Link in bio]

$1 spent on R&D ≠ $1 in revenue. Revenue is hard, profit is even harder. Even OpenAI, with billions in ARR, isn’t cash flow positive. So how do Web3 AI teams survive and scale when their moats are thinner and monetization is murkier? In my latest post, I break down how DeAI teams are approaching the Productization of Intelligence — and where we might see the first real breakthroughs. [Link in bio]

Bored? Sad because your coins' down? 6 AI projects to play around with while earning incentives ↓

Exciting stuff I'm looking at this week - @Almanak__ token going live on @cookiedotfun's ACM this Thursday - @boundless_xyz launching on @KaitoAI launchpad - @USDai_Official PT & YT going live on @pendle_fi - @CreatorBid's $HERMES launching + upcoming pipeline of agents - @michaeltaolor incoming incubated projects airdrops (Rizzy & Hermes) - @virtuals_io new Genesis model w/ Pokpok as 1st launch - Stablecoin szn — 10-20% APY stables farming opps on Pendle - @Infinit_Labs v2 public beta live (gonna test it out this week) - @JoinSapien TGE today (see Internet of Intelligence article if you haven't) - @flock_io 1st catalyst dropped (UNDP AI partner), █████ incoming - Discussion around productization of intelligence on Bittensor & VC-backed DeAI teams (spurred by @JosephJacks_ post on "Bittensor Clone") Market ↓ Fundamental ↑

Quite cool to see this financial statement table for projects listed on @DefiLlama ​ Web3 starting to feel like traditional finance — soon we’ll be talking P/E, P/S, MC/TVL, etc. ​ Projects that show real earnings (revenue > incentives) will get the most love. Ones with strong topline growth + earnings potential will get hyped even harder. ​ Feels like DeFi is maturing → we’re about to enter a new era of valuing protocols like actual businesses ​ Exciting times ahead

̶i̶n̶t̶e̶r̶n̶e̶t̶ ̶c̶a̶p̶i̶t̶a̶l̶ ̶m̶a̶r̶k̶e̶t̶s̶ gamified capital markets attention capital markets agent capital markets defai capital markets defi capital markets intelligence capital markets

Here's what I think is going to happen ​ Market goes through healthy retracement/correction, setting up for the next big leg up led by ETH & Defi ​ @pendle_fi , @ethena_labs, @0xfluid, @aave , and many major Defi protocols continue hitting new ATH across TVL, volume, and price action. ​ DeFAI leads in mindshare, narrative, and price action — leveraging off of rapidly growing Defi tailwinds & adoption ​ ➥ @gizatechxyz & @Almanak__ continue leading the charge, gradually rolling out new features & new use cases ​ Distribution networks/smaller agent teams are laser-focused on product, product, and product. ​ ➥ Product leads ➙ traction follows ➙ pa recovers (as seen from recent outperformance from agents on @virtuals_io & @CreatorBid (and soon @openservai) ➥ Third szn of AI agents ensue, this time with product that people can actually use (instead of conversational slopbot) ➥ Distribution networks get renewed volume and revenue, attracting the next wave of builders to build better products & launch agents again. ​ DeAI ecosystem start showcasing more real-world use cases, in traditional industries, Web2 and in Web3. ​ ➥ More Darwinian AI accelerating DeAI developments ➥ @flock_io announcing 3-4 initiatives/bullish catalysts ➥ @Gaianet_AI rolling out Samsung AI Phone ➥ @SentientAGI going live with artifacts/applications ➥ Bittensor dTAO bottoming out ​ The stage is set for DeFAI, Consumer AI, and DeAI. Q4/2025 is going to be fun.

The lowest-hanging fruits for micro-cap plays might’ve just been @virtuals_io and @CreatorBid agents after all - Bid useful agents (or ones that are about to be useful) - See which ones have the highest chance of acquiring & retaining users on @baseapp = Profit Referring to the wave of agents on both eco that pumped today — $ROOM, $FACY, $SPLOOT, $KARUM, $SURF, $TAOLOR, $RIZZY, $SHOGUN and more High market reflexivity + highly volatile pa ➔ market tend to be pretty slow in pricing in future catalysts ➥ Reminder that there are still good 10-50x opps around for those who're paying attention

Top 10 Must Read AI Content for this Weekend PT.39 ​ - @ethereum Autonomous Agents' biggest Ethereum power users: ​ - @AlloraNetwork Performance Report: ​ - @PonderingDurian Chinese vs American AI: ​ - @0xCryptoSam Internet Native Payment Stack: ​ - @hackenclub Security Framework for LLMs: ​ - @Cryptotrissy The Robotics Mind: ​ - @0xBebis_ Financial AI is inevitable: ​ - @beast_ico The Algorithm Whisperer: ​ - @openservai x LunarCrush: ​ - @USDai_Official raised $13M in Series A: