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Mira Network

21 pieces · Mar 2025 to Aug 2025 · 3 flagship

Sectors

AI19 Market structure4 Other3 Privacy3 DePIN3 Tooling2

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212025

Price and coverage

Mira $MIRA

Calls: 1 bullish
Since first call, bullish: −97%
vs BTC: −96%
Now: $0.0451

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 Mira Network

Thesis14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.Thesis04 Aug 2025OpenLedger thesis: decentralizing the data layer of the AI stackPositions OpenLedger as a marketplace for attributable data with Proof of Attribution and a Model Factory for domain-specific fine-tuning. Estimates TGE is weeks away, wants a clearer value accrual mechanism, and ties the setup to an AI x crypto narrative rebound.Article22 Jul 2025Mira Protocol: an investor's perspective on the verification layer for AIInvestment thesis on Mira's decentralized verification layer: market failure from hallucinations and bias, ecosystem-first go-to-market via SDK, atomic claim binarization, hybrid PoW/PoS consensus and inferred token utility ahead of TGE. Flags technical and competitive risks.

Timeline · every piece, newest first

2025 21

05 Aug 2025MIRA valuation estimate: TGE FDV range and yapper reward mathEstimates a $100M to $500M TGE FDV for Mira from its $9M seed, 3B+ daily verifications, 250K+ Klok downloads and rumoured Kraken and OKX listings. Works out yapper pool value at 0.5% of supply: $500k at $100M FDV, $2.5M at $500M.DataAI

04 Aug 2025OpenLedger thesis: decentralizing the data layer of the AI stackPositions OpenLedger as a marketplace for attributable data with Proof of Attribution and a Model Factory for domain-specific fine-tuning. Estimates TGE is weeks away, wants a clearer value accrual mechanism, and ties the setup to an AI x crypto narrative rebound.ThesisAI

04 Aug 2025Mira Network primer: verified AI outputs via multi-model consensusRecaps how Mira breaks content into verifiable claims, validates them by multi-model consensus and shards content for privacy. Sees the Mira Verify API as a route to usage in finance, law and medicine ahead of TGE.ExplainerAI

03 Aug 2025Weekly pre-TGE mindshare ranking: Union, Anoma, Theoriq, Cysic, OpenSeaReviews Kaito mindshare leaders: Union tops the 1D, 7D and 40D gain rankings, Anoma stays in the top 3, with Theoriq and Cysic spiking and OpenSea third. Flags INFINIT and Mira as next-week catalysts.DataMarket structureOther

01 Aug 2025Mira Network thesis: decentralized verification layer for AI outputsArgues Mira's multi-model, hybrid PoW/PoS verification of AI outputs targets a billion-dollar market in finance, law and healthcare, with decentralization as the edge over corporate verifiers. TGE and a snapshot looked imminent.ThesisAI

31 Jul 2025Pre-TGE AI map: 18 agent, data and compute projects to watchLists 18 pre-TGE AI projects with one-line positioning, from Warden (intelligent apps) and Mira (AI verification) to Arcium (confidential MPC) and Zama (FHE). Argues AI season will hit harder than the agentic wave.MapAIDeFiPrivacy

29 Jul 2025August as the start of AI season: GPT-5, Kaito campaigns and rate cutsArgues GPT-5 will pull attention back to crypto x AI while six projects with live Kaito campaigns and upcoming TGEs drive CT attention. Rate cuts would be the last accelerator for an altseason led by DeAI and agents.Market takeAIMacro

27 Jul 2025Kaito mindshare leaders and gainers going into the week of 27 July 202524h Kaito mindshare snapshot: Anoma, Theoriq and Cysic lead, while Union, Anoma and MegaETH are top gainers. Expects Mira and Allora attention to rise with imminent TGEs.DataMarket structure

27 Jul 2025Pre-TGE decentralized AI projects: additions to the watchlistExtends a list of pre-TGE decentralized AI projects with eight more, each tagged by role (ML network, attributable data, AI verification, inference chain, agent swarms). Expects AI to be a dominant narrative again.MapAI

27 Jul 2025Pre-TGE calendar for August 2025: MIRA, PROVE, THQ, ALLO, BLESSCalendar of expected TGEs and Kaito campaigns, with timing calls: MIRA and THQ imminent, PROVE feels imminent, ALLO early-mid August, BLESS in 3-4 weeks. Expects most launches between September and November alongside MegaETH, Monad and Anoma mainnets.Market takeAIZKMarket structure

26 Jul 2025The agentic stack map: data, verification, compute and cross-chain layersMaps ten layers of the next agentic wave, from attributable data and predictive feeds to verified inference, ZK-proven inference, shared compute, cross-chain infra, swarm coordination, IP chains, VLA operators and private compute.MapAIPrivacyTooling

25 Jul 2025Mira and AI hallucination rates: why decentralized verification mattersHallucination rates of 0.7% to 2.9% are a real economic risk at global scale. Mira's decentralized, hybrid PoW/PoS multi-model verification offers credible neutrality that centralized fact-checking cannot.ThesisAI

24 Jul 2025Mira Network bull case: multi-model consensus verificationMira verifies AI outputs by splitting them into atomic claims checked independently by multiple models on a purpose-built L1 with hybrid PoW/PoS. Cites 4.5M users, 19M weekly queries and a claimed accuracy gain from 73% to 96%.ThesisAI

23 Jul 2025Mira Network investor thesis: a verification layer for AI outputsSummarizes Mira as a purpose-built L1 that splits content into atomic claims verified by multiple AI models under hybrid PoW/PoS security. Reported accuracy improves from 73% to 96%, and an SDK ecosystem of 4.5M users is positioned as captive demand ahead of TGE.BreakdownAIOther

22 Jul 2025Mira Protocol: an investor's perspective on the verification layer for AIInvestment thesis on Mira's decentralized verification layer: market failure from hallucinations and bias, ecosystem-first go-to-market via SDK, atomic claim binarization, hybrid PoW/PoS consensus and inferred token utility ahead of TGE. Flags technical and competitive risks.ArticleAIOther

22 Jul 2025Pre-TGE DeAI watchlist with live Kaito leaderboardsLists seven pre-TGE DeAI projects with live Kaito leaderboards, each with a one-line role. Argues major DeAI infra launches historically reach a few hundred million in market cap, sometimes billions.MapAI

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI

14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.ThesisAIDePINPrivacy

12 Jul 2025Top six pre-TGE AI plays with live Kaito leaderboardsLists six pre-TGE AI projects with live Kaito leaderboards and a one-line role for each: predictive ML, attributable data, verifiable AI, verification, edge compute and DeFAI.MapAI

01 Apr 2025Why io.net is a top AI infra opportunity: traction and partnershipsLists reasons for conviction in io.net: rising revenue and adoption, key partnerships, over 5M compute hours served at market-leading cost, high cluster stability and SOC2 compliance.ThesisDePINAI

20 Mar 2025AI x crypto infra map: additional agent frameworks, compute and data networksExtends his earlier list of major AI infra plays with about 19 more projects, each tagged with a one-line role: agent frameworks, decentralized GPU and inference networks, verifiable inference and agent data and analytics.MapAIDePINTooling

Often covered with

Allora38 OpenLedger34 Theoriq18 INFINIT25 Warden Protocol13 Bless Network17 io.net71 Union36

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