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Neura

7 pieces · Mar 2024 to Sep 2026

Sectors

AI7 DePIN4 L1/L22 Bitcoin2 Robotics1

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Coverage per year

62024

2025

12026

Start here · the strongest pieces on Neura

Thesis30 Mar 2024Ankr's Neura chain and IMOs: the ANKR bull case for AIDescribes Neura as a Cosmos SDK, EVM, IBC chain secured by BTC via Babylon that coordinates a GPU marketplace, and argues IMOs and a possible ORA tie-up make ANKR, at $540M FDV, undervalued versus AI peers.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.Thesis06 Apr 2024ANKR as a multi-narrative play at a $550M FDVArgues ANKR gives exposure to RaaS, DePIN, AI via Neura, BTC liquid staking, EigenLayer node infra and RPC at a $550M FDV. Compares with AltLayer ($5B), Render ($5B-$10B), ether.fi ($5B) and Lido (>$2B) to call it undervalued.

Timeline · every piece, newest first

2026 1

14 Sep 2026SimArena at robo.innovate: why a browser simulator matters for CodecSimArena runs physics in WebAssembly (no GPU, MIT-licensed, 500 free credits a month, LeRobot export) and sits in TUM's robo.innovate alongside Nvidia, Universal Robots and NEURA. Every student building on it becomes a user.ThesisRoboticsAI

2024 6

23 Apr 2024Neura: Ankr's AI base layer and the IMO flywheelArgues Neura, an EVM Cosmos SDK chain by Ankr secured with staked BTC via Babylon, can become the hub for AI Initial Model Offerings. Cites Ora's OLM IMO doing 50x and a $100K grant pool as the start of a builders, IMOs, investors flywheel.ThesisAIL1/L2

06 Apr 2024ANKR as a multi-narrative play at a $550M FDVArgues ANKR gives exposure to RaaS, DePIN, AI via Neura, BTC liquid staking, EigenLayer node infra and RPC at a $550M FDV. Compares with AltLayer ($5B), Render ($5B-$10B), ether.fi ($5B) and Lido (>$2B) to call it undervalued.ThesisAIDePINBitcoin

01 Apr 2024Five AI tokens for 2024: Neura/ANKR, io.net, Hyperspace, Ritual, BlocklessPicks five AI plays for 2024 with links to prior deep dives, and expects IMOs on Neura to deliver 100-1000x multiples as in past ICO and IDO manias. The author holds a large ANKR position.Market takeAIDePIN

30 Mar 2024Ankr's Neura chain and IMOs: the ANKR bull case for AIDescribes Neura as a Cosmos SDK, EVM, IBC chain secured by BTC via Babylon that coordinates a GPU marketplace, and argues IMOs and a possible ORA tie-up make ANKR, at $540M FDV, undervalued versus AI peers.ThesisAIDePINBitcoin

26 Mar 2024Neura IMOs: tokenized AI model offerings on Ankr's AI chainExplains Initial Model Offerings on Neura: developers tokenize AI models using ERC-404 and ERC-7641 for fractional ownership and revenue share, with purchases made in ANKR. Compares IMOs to last cycle's IDOs.ExplainerAIL1/L2

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

Often covered with

Ankr16 Babylon21 Codec13 Nvidia20 AltLayer23 Render18 ether.fi16 Lido16

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