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18 pieces · May 2023 to Jun 2026 · 2 flagship

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AI17 DePIN17 Regulation1 Privacy1 DeFi1 Bitcoin1

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12023

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Start here · the strongest pieces on Render

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.Article15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Presents an autonomous AI research pipeline and its latest report on the June 2026 export control on Fable 5 and Mythos 5. Argues the decentralized inference thesis is right but the assets being bid (TAO, NEAR, Render) are mostly wrong.Thesis12 Nov 2024Why io.net ($IO): 5,079 GPUs vs Render 277 and Aethir 168Bets on io.net as the aggregation layer for geo-distributed GPU clusters, citing 5,079 GPUs on the network versus 277 on Render and 168 on Aethir. Solana orchestrates the compute marketplace.

Timeline · every piece, newest first

2026 2

15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Presents an autonomous AI research pipeline and its latest report on the June 2026 export control on Fable 5 and Mythos 5. Argues the decentralized inference thesis is right but the assets being bid (TAO, NEAR, Render) are mostly wrong.ArticleAIDePINRegulation23 likes

10 Feb 2026DePIN for privacy compute: why supply differs from GPU DePINPrivacy compute needs TEEs or MPC, so supply is limited by attested hardware and operational security, unlike horizontally scalable GPU DePIN. Oasis runs 120 validators vs Render's 380,000+ GPU nodes, with a 3-8x price premium.ExplainerDePINPrivacy16 likes

2025 1

16 Jun 2025DeAI proof points: usage stats across compute, storage and training networksArgues the battle is for open AI infrastructure and lists reported usage figures from decentralized compute, storage and training networks as proof DeAI is already working.DataAIDePIN34 likes

2024 14

12 Nov 2024Why io.net ($IO): 5,079 GPUs vs Render 277 and Aethir 168Bets on io.net as the aggregation layer for geo-distributed GPU clusters, citing 5,079 GPUs on the network versus 277 on Render and 168 on Aethir. Solana orchestrates the compute marketplace.ThesisDePINAI253 likes

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.MapAI86 likes

23 Sep 2024io.net thesis: decentralized GPU aggregation for AI computeThread arguing io.net will be the foundational GPU layer for AI by aggregating idle GPUs from other networks and data centers using Ray-based geo-distributed clustering. Covers AI agent demand, partnerships and recent adoption.ThesisDePINAI62 likes

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.MapAIDePIN26 likes

28 Aug 2024Who participates in a decentralized GPU marketplace like io.netMaps io.net's demand side (AI builders priced out of centralized clouds) and supply side (datacenters, miners, other DePINs, consumer hardware). Cites 320k+ verified GPUs, 24k+ cluster-ready, and US datacenters running at 12-18% capacity.ExplainerDePINAI18 likes

08 Aug 2024AI crypto landscape: GPU compute, agent infra and onchain DeFi agentsAlpha list of AI crypto projects in three buckets: GPU and cloud compute, autonomous agent and AI application infrastructure, and onchain DeFi agents. Argues undervalued leading AI tokens could lead when the market returns.MapAIDePINDeFi33 likes

18 Jul 2024io.net deep dive: GPU aggregation, Aethir H100s and network metricsDetails io.net's aggregation of consumer, datacenter and Aethir H100 capacity, with 28,000 cluster-ready and over 294,000 verified GPUs. Cites 378,000+ inferences, 1.9M onchain transactions and about $5.25M in block-reward revenue to providers.BreakdownDePINAI74 likes

11 Jun 2024io.net at Binance listing: 18x the GPUs of Render at a similar FDVCompares io.net's GPU supply to Render at launch: 18x as many GPUs while RNDR sits at a $4.4B FDV versus a $3.5B pre-market FDV for IO. Frames IO as a decentralized AI compute play.Market takeAIDePIN24 likes

06 Jun 2024Distributed GPU computing and io.net: House of Chimera report TL;DRDigests the House of Chimera GPU computing report: AI demand versus GPU supply, consumer versus datacenter GPU economics and io.net's staking model. Adds his own caveat that utilization is only 1-5% versus Akash's 25%, so demand must catch up with supply.BreakdownAIDePIN25 likes

17 Apr 2024io.net thesis: decentralized GPU network and a $10B FDV caseBull case for io.net clustering idle GPUs from data centers, miners and consumer devices to serve AI/ML inference at a fraction of cloud cost. Cites compute demand rising 10x every 18 months and OpenAI's $700K+ daily cost, and expects over $10B FDV at peak.ThesisAIDePIN61 likes

07 Apr 2024io.net network growth: 438K GPUs, 10x in 18 daysUpdated io.net dashboard: over 438K GPUs, 46K CPUs, about 5K clusters and 33K workers, with GPUs up 10x in 18 days. Claims 38x Render's GPUs and 428x Filecoin's, with a correction that total verified inferences are 241,427.DataAIDePIN40 likes

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.ThesisAIDePINBitcoin89 likes

20 Mar 2024io.net by the numbers: 62K GPUs, 15x Render and 62x FilecoinNetwork stats for io.net: over 62K GPUs, 11K CPUs, 4K clusters, nearly 110K workers, $485K worker revenue and 167K verified inferences, implying 15x Render's and 62x Filecoin's GPU counts.DataAIDePIN97 likes

06 Mar 2024io.net: a decentralized GPU network for AI computeBreakdown of io.net's DePIN of clustered idle GPUs serving AI/ML workloads, its IO Engine and IOG Package, with network stats of 23.5K nodes, 23,094 GPUs, about $3K daily GMV and more than 5x Render's GPU supply.BreakdownAIDePIN61 likes

2023 1

25 May 2023Render as decentralized GPU supply for AI inferenceArgues many AI tokens lack a real use case, but Render does: AI inference needs lots of GPUs, and Render incentivizes decentralized compute from dormant GPUs. Includes an explainer on what inference is versus training.ThesisAIDePIN0 likes

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io.net71 Filecoin8 Akash10 Aethir26 Bittensor34 NEAR Protocol73 Arweave6 Nillion35

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