Project hub

OpenLedger

34 pieces · Mar 2025 to Oct 2025 · 3 flagship

Sectors

Search every mention All projects and tickers

Coverage per year

342025

Start here · the strongest pieces on OpenLedger

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.Explainer09 Jul 2025OpenLedger deep dive: Datanets, Proof of Attribution, OpenLoRA and ModelFactoryOpenLedger is an OP Stack L2 where dataset uploads, training and rewards occur onchain, with Proof of Attribution linking data to outputs. OpenLoRA serves thousands of fine-tuned models on one GPU and ModelFactory offers no-code fine-tuning across nine LLM families.

Timeline · every piece, newest first

2025 34

28 Oct 2025AI infra projects on watch: Bittensor, Sentient, NEAR, Ritual and moreShort map of decentralized AI infrastructure projects pre and post TGE, each with a one-line role: Bittensor subnets, Sentient open-source AI, OpenLedger datasets, EigenCloud verifiable compute, NEAR, Ritual and others.MapAI17 likes

07 Oct 2025OpenLedger: Proof of Attribution and the data layer of the AI stackArgues the data layer is an overlooked AI business case, since general-purpose models lack domain expertise. OpenLedger connects domain data contributors with builders and uses Proof of Attribution to link datasets to model outputs.ThesisAI20 likes

05 Aug 2025OpenLedger (OPEN) tokenomics: staking, governance and gasSummarizes the known OPEN token utilities: governance, slashable AI agent staking, contributor rewards and gas on its AI-native L2. Notes 2M OPEN allocated to yapper rewards, about 0.2% of a rumoured 1B supply.ExplainerAI26 likes

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.ThesisAI39 likes

03 Aug 2025How the pre-TGE DeAI and ZK stack fits together: Cysic, Boundless, Anoma, AlloraSketches how several pre-TGE projects compose: Cysic supplies ZK hardware to Boundless' proving market, which supports Anoma intents used by agents running on Allora predictions trained on OpenLedger data, possibly on Bless compute.ThesisAIZK40 likes

03 Aug 2025Why DeFAI agents need domain data and forecasting: OpenLedger and AlloraArgues funds-managing agents must be trained on domain data and become anticipatory, forecasting systems rather than LLM-powered social bots. OpenLedger supplies attributable datasets and Allora supplies predictive intelligence, and the two have a partnership.ThesisAIDeFi23 likes

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.MapAIDeFiPrivacy41 likes

31 Jul 2025OpenLedger thesis: attributable data market for open-source AIOpenLedger creates a global market for attributable data so anyone can train specialized models and each inference pays data providers. Built as an OP Stack rollup on Ethereum with EigenDA and governed by OPEN.ThesisAI29 likes

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 takeAIMacro22 likes

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.MapAI23 likes

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.MapAIPrivacyTooling37 likes

24 Jul 2025Why the OpenLedger OPEN TGE likely lags mainnet until OctoberExpects OpenLedger's OP Stack L2 mainnet to launch within weeks while the token follows around October, when the Kaito campaign ends, since the chain needs no live token on day 1. Sees the gap as a window for early usage incentives.Market takeAI31 likes

24 Jul 2025OpenLedger proof of attribution as a technical moat in AI dataOpenLedger connects model builders with data contributors through a global attributable data marketplace, turning every inference into a monetizable event for providers. Argues proof of attribution is a clear technical moat in a multi-billion dollar market.ThesisAI17 likes

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.MapAI43 likes

21 Jul 2025Research agenda July 2025: MegaETH, CLOBs, proving markets, DeAI, privacyA list of themes under active research: MegaETH, CLOB infra, proving markets, ZK infrastructure, ML networks, AI agents and robotics, stablecoins, RWAs, programmable privacy, BTCfi and Hyperliquid.OtherZKAIHyperliquid101 likes

21 Jul 2025DeAI stack synergies: Lagrange x OpenLedger, Warden x Bless, OpenLedger x AlloraArgues DeAI infra projects are complementary layers rather than competitors, with three pairings: verifiable open-source AI, compute for agents and data for predictive ML.Market takeAI25 likes

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 structureAI47 likes

20 Jul 2025DeAI infra is modular: Lagrange x OpenLedger, Warden x Bless, AlloraExplains how three DeAI partnerships show complementary layers: DeepProve makes OpenLedger inference provable, Bless supplies low-latency compute for Warden agents, and OpenLedger datasets feed Allora's predictive ML.BreakdownAIZK24 likes

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.ThesisAIDePINPrivacy44 likes

14 Jul 2025OpenLedger: why domain-specific data beats general-purpose modelsAdds that 86% of enterprises report general-purpose AI fails domain needs because models train on internet noise. OpenLedger's Model Factory fine-tunes models on industry data to fit law, finance and healthcare.Market takeAI42 likes

13 Jul 2025OpenChat and Proof of Attribution: onchain rewards for AI data contributorsOpenChat logs messages, datasets and fine-tuning onchain via OpenLedger's AI-native L2, creating an immutable value record. Proof of Attribution lets data providers be paid automatically, potentially creating network effects as domain experts monetize knowledge.ExplainerAI31 likes

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.MapAI66 likes

12 Jul 2025OpenLedger bull case: Proof of Attribution, B2B traction and testnet statsOpenLedger lets AI firms fine-tune specialized models on attributable data and monetizes each inference for data providers. Cited support: early B2B revenue, almost 26M testnet txs, over 1.2M wallets, strong team locks and a stacked cap table.ThesisAI40 likes

11 Jul 2025Allora x OpenLedger: specialized data and models flowing into predictive MLAllora builders gain access to OpenLedger's attributable, domain-specific datasets and fine-tuned models, improving precision and performance of predictive agents.Market takeAI27 likes

09 Jul 2025OpenLedger deep dive: Datanets, Proof of Attribution, OpenLoRA and ModelFactoryOpenLedger is an OP Stack L2 where dataset uploads, training and rewards occur onchain, with Proof of Attribution linking data to outputs. OpenLoRA serves thousands of fine-tuned models on one GPU and ModelFactory offers no-code fine-tuning across nine LLM families.ExplainerAIEthereum39 likes

04 Jul 2025Pre-TGE infra protocols with Kaito leaderboards: ZK, compute, AI and rollupsA list of nine pre-TGE infra protocols with Kaito leaderboards, each with a one-line role, spanning ZK proving, ML networks, interop, compute, real-time EVM, intents, AI training and RaaS.MapZKAIL1/L276 likes

26 Jun 2025Infra season: major projects nearing mainnet and TGE to watchLists nine infrastructure projects approaching mainnet or TGE with one-line descriptions: intents, ZK proving marketplaces, AI data chains, shared compute, predictive intelligence, real-time EVM and rollup-as-a-service.MapL1/L2ZKAI90 likes

19 Jun 2025Leaderboard watchlist: Fuel, Sei, Boundless, Union, Allora, Paradex and moreExplains the thesis behind each project the author yaps on: FuelVM's UTXO/account hybrid, GigaSEI scaling, Boundless proof marketplace, Union's aggregate ZK proofs, Allora, Paradex, Openledger and MegaETH.BreakdownL1/L2ZKAI36 likes

17 Jun 2025Openledger: Proof of Attribution, Datanets and the yapper reward scenariosBreaks down Openledger's AI stack (Proof of Attribution, Datanets, ModelFactory, OpenLoRA) and models yapper rewards for 2M OPEN across the top 200 under several distribution curves at a $300M FDV.BreakdownAIL1/L224 likes

11 Jun 2025Openledger in two minutes: attribution, datanets, ModelFactory and OpenLoRAShort primer on Openledger's AI chain: Proof of Attribution for fair revenue sharing, Datanets of validated datasets, a GUI fine-tuning platform and OpenLoRA for serving many models per GPU.ExplainerAIL1/L217 likes

07 Jun 2025GaiaNet x OpenLedger partnership explained: attribution, fine-tuning, OpenLoRAExplains GaiaNet's decentralized compute for AI agents and OpenLedger's Proof of Attribution, ModelFactory and OpenLoRA, then how the partnership combines data attribution, simplified fine-tuning and cheaper deployment.BreakdownAI14 likes

05 Jun 2025OpenLedger Proof of Attribution: tracing LLM outputs back to contributed dataArgues centralized LLMs are black boxes with no attribution to training data, and that OpenLedger's onchain Proof of Attribution lets any output be traced to datasets and rewards contributors when their data is used.ThesisAI21 likes

03 Jun 2025OpenLedger explained: Datanets, ModelFactory, OpenLoRA and the OPN tokenExplains OpenLedger's AI-focused chain: Proof of Attribution, Datanets, the ModelFactory fine-tuning GUI and OpenLoRA serving thousands of models per GPU, plus the OPN token for fees, governance and rewards.ExplainerAI17 likes

06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.MapAIDePINTooling250 likes

Often covered with

Allora38 Mira Network21 Bless Network17 Warden Protocol13 Boundless42 Kaito46 Theoriq18 Anoma33

Working together

Research, campaigns and builds for deep-tech teams.

View CV A1 Research