Ankr and Neura: AI chain with GPU network, IMOs and BTC restaking security
Thread1,032 words
Bullish call$ANKR−91%since this piece, moved against the callHow it played out ↓Breaks down Neura, a Cosmos SDK EVM chain acting as a coordination layer for Ankr's distributed GPU network, with Initial Model Offerings for fractional AI model ownership and security from Babylon-staked BTC. Argues ANKR at about $500M FDV is undervalued versus billion-dollar peers.
Key claims
ANKR at about $500M FDV vs peers in the billions
AI compute needs rising roughly 10x every 1.5 years
OpenAI reportedly spends $700K+ per day on ChatGPT cloud servers
Neura secured by BTC staked via Babylon
Artificial Intelligence will be the leading narrative of the cycle.
Today, @ankr is announcing an AI-centric blockchain that will change the game forever.
Meet @Neura_io. Hyper-scalable AI infra secured by Bitcoin.
🧵
1/ One early play.
One high-conviction bet.
That's all you need to make it big this year anon.
2/ You just have to find one single undervalued gem.
To catch a play like that, you need to stay ahead of the curve and act fast.
One high-conviction bet I'm taking today is @ankr.
After today's announcement of @Neura_io, this will be my main bet on the AI narrative.
3/ @Neura_io is one of the biggest blockchain launches of the year and it will catapult @ankr into entirely new spheres.
Any serious competitor or peer is valued in the billions.
Ankr currently sits at $500M FDV.
4/ It won't stay there for long though.
Once people understand what @Neura_io is, @ankr will get on par with the valuations of the rest of the market.
That's your chance to be early.
x.com/ankr/status/1772659944229060713
5/ Today, we will talk some absolutely disruptive tech.
As I have already explained last week, @ankr is the leading globally distributed physical infrastructure network.
x.com/zerokn0wledge_/status/1770888161230832084
6/ That uniquely positions @ankr to become the leader of the AI game.
Sourcing GPUs from across the world, Ankr will provide AI/ML companies access to a scalable GPU supply with customizable requirements.
7/ Why does that matter?
Well, currently the compute requirements for AI applications are roughly increasing 10x every 1.5 years
This comes with a >3'000% annual increase in model training and inference cost for AI companies.
8/ This is mainly due to a shortage on the GPU market.
If you can address that supply shortage and serve this hyper-growth market, you will capture a lot of value.
That's what @ankr does (and a lot more).
9/ The GPU shortage causes:
✦ Long lead times: Weeks to access GPUs in centralized cloud services.
✦ Limited choice: Little choice over GPU hardware, location, security or latency.
✦ High costs: OpenAI spends $700K+ per day running ChatGPT on centralized cloud servers.
10/ @ankr solves this.
But let's look at the "how" a bit closer.
Most of the GPU supply globally is underutilized.
It sits in sources like independent data centers, crypto mining farms, and consumer GPUs.
11/ @ankr clusters that idle GPU capacity from different sources and multiple geopgraphically distributed locations in a large-scale network.
This allows AI/ML use cases to access more customizable computing power at a fraction of the cost of traditional cloud providers.
12/ But let me explain in more detail what Neura is and how the system works.
@Neura_io itself is a Cosmos SDK based chain with EVM compatibility and IBC support.
It runs on top of a CometBFT consensus engine, allowing for 1000s of transactions to be processed per second.
13/ The chain is designed with a focus on:
✦ Verifiable computation in order to train or evaluate AI/ML models.
✦ Offering a specialized infrastructure to enhance the integration of AI/Rollup/GPU as a service.
✦ Zero Knowledge Proof generation for RaaS.
14/ The before-mentioned GPU network is separate from the validators.
However, Neura periodically verifies the availability and authenticity of the provider's GPU resources to ensure the provider meets the computation & communication requirements.
15/ The chain basically serves as a coordination layer or marketplace to allocate GPU resources for encrypted tasks that are submitted to one of the integrated off-chain storage solutions as an on-chain transaction on Neura.
16/ The supported data availability/storage solutions include:
✦ @ArweaveEco
✦ @Eigen_da
✦ @CelestiaOrg
✦ @AvailProject
17/ @Neura_io serves as a golbal ledger of all the tasks that are completed on the GPU network.
Once uploaded, the GPU Provider creates another transaction to Neura to update the task status and provide the reference ID of the result.
18/ To ensure data integrity and reliability, hash of the data is securely stored on @Neura_io.
19/ Well, but there is already an ANKR token, so what is in there for me?
@Neura_io pioneers the concept of "Initial Model Offerings" (IMOs).
IMOs are an on-chain funding mechanism for AI models run on the GPU network managed via Neura.
20/ Holding ANKR tokens allows participation in IMOs, democratizing investment in AI development.
ERC-404 and ERC-7641 token standards supported by @Neura_io facilitate fractional ownership and revenue sharing of AI models.
21/ Investors buying these tokens gain rights to a share of the revenue generated by using these models, making it an attractive investment proposition combining utility with financial incentives.
Could be the next on-chain gold rush anon.
22/ But that's not all.
Thanks to Neura's EVM-compatible execution environment, the chain can also serve as a settlement layer that verifies validity proofs of off-chain computation (ZK rollups).
23/ These rollups that can be built on top of @Neura_io using @ankr's state-of-the-art Rollup-as-a-Service framework, can be customized at every level of the tech stack and allow for highly scalable network designs that can process on-chain AI/ML workloads.
24/ @Neura_io also enables any AI model provider or rollup deployers to request GPUs of any size from GPU providers to power their services for their end-users.
25/ Okay cool, but what about security?
Another USP of Neura is that it is crypto-economically secured by (re)staked BTC that is staked with @babylon_chain.
x.com/zerokn0wledge_/status/1746215641856757918
26/ @ankr will be the king of liquid BTC staking and is hence in a very unique position once again to ensure that the capital at stake is sufficient to make this one of the most secure PoS chains out there.
x.com/zerokn0wledge_/status/1770193708232978673
27/ Additionally, liquid staked @ankr BTC will have an LST issued on the secured chains, which means that Neura will become a primary hub for BTCfi use cases.
28/ And as explained above, @Neura_io enables AI model & rollup deployers to tokenize their product & fractionally sell it on-chain to raise funds.
29/ This solution by the @ankr team aims to overcome significant barriers such as:
✦ Scalability
✦ Access to GPU
✦ Financial constraints
✦ Unflexible frameworks
30/ These barriers have previously restricted the advancement of AI, Rollup and blockchain-based cloud computing technologies.
@Neura_io obliterates all these barriers at once.
This is a game-changer anon.
17 images on X
How the call played out · since 26 Mar 2024
Prices as of 23 Oct 2026This piece takes a view on $ANKR, so that move is read against the call.
Bullish on ANKR as the main AI bet, undervalued at $500M FDV while peers are valued in the billions.
−91%
Moved against the call · over 2.6 years
- At publication
- $0.0504
- Now
- $0.00433
- vs BTC
- −93%
- After 1 month
- +0.2%
- After 3 months
- −40%
- After 1 year
- −60%
- High since
- +34% 02 Apr 2024
- Low since
- −93% 30 Jul 2026
Since then
Zero has written 8 more pieces on Ankr and $ANKR since this one.
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish call in a thesis or market take is tracked; explainers, lists, maps and mentions are neutral context. Not financial advice.