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Arweave

6 pieces · Jan 2022 to Oct 2024 · 1 flagship

Sectors

AI3 DePIN2 L1/L22 Ethereum2 Other1

Search every mention All projects

Coverage per year

12022

22023

32024

Price and coverage

Arweave $AR

Calls: None yet
Since first piece: −88%
vs BTC: −95%
Now: $3.70

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Arweave

Map09 Oct 2024Crypto x AI landscape overviewTwo-part landscape of crypto x AI across GPU networks, data storage, identity, privacy computation, verifiable compute, inference networks, user-owned AI, agent infrastructure and frameworks, AI DeFi and data tools.Breakdown29 Dec 2023EthDA by Crust: danksharding-style DA rollup with permanent blob storageProfiles EthDA, an Ethereum L2 supporting EIP-4844 blobs, DAS across sequencer subnets, a permissionless sequencer set and permanent blob storage (Blobweave), pitched as undervalued against Celestia's USD 12B FDV.Breakdown26 Mar 2024Ankr and Neura: AI chain with GPU network, IMOs and BTC restaking securityBreaks 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.

Timeline · every piece, newest first

2024 3

09 Oct 2024Crypto x AI landscape overviewTwo-part landscape of crypto x AI across GPU networks, data storage, identity, privacy computation, verifiable compute, inference networks, user-owned AI, agent infrastructure and frameworks, AI DeFi and data tools.MapAI

16 Sep 2024AI projects to watch this cycle: GPU, data, inference and agent landscapeCategorized list of AI and DePIN protocols across GPU networks, data storage, data infra, identity, verifiable compute, inference networks, agent infra, frameworks and AI apps. Author expects AI and DePIN tokens could rise 10x or more.MapAIDePIN

26 Mar 2024Ankr and Neura: AI chain with GPU network, IMOs and BTC restaking securityBreaks 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.BreakdownAIDePIN

2023 2

29 Dec 2023EthDA by Crust: danksharding-style DA rollup with permanent blob storageProfiles EthDA, an Ethereum L2 supporting EIP-4844 blobs, DAS across sequencer subnets, a permissionless sequencer set and permanent blob storage (Blobweave), pitched as undervalued against Celestia's USD 12B FDV.BreakdownL1/L2Ethereum

23 May 2023Data availability versus data storage: who archives rollup data post EIP-4844Distinguishes data availability from data storage. After EIP-4844, blobs are not stored permanently, so archival nodes run by indexers, explorers and apps are needed, and decentralized storage layers could be incentivized for this role.ExplainerL1/L2Ethereum

2022 1

23 Jan 2022Web 3.0 explained: token incentives, ownership and investable categoriesDefines Web 3.0 versus Web 2.0, arguing tokens finally fund open-source infrastructure and give users ownership and governance rights. Ends with example exposure by category: base layers, storage, domains, identity, video, data markets, VPNs and browsers.ExplainerOther

Often covered with

Celestia145 io.net71 Akash10 Render18 Bittensor34 NEAR Protocol73 Nillion35 Ritual12

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