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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.Explainer22 May 2025Bittensor explained: subnets, Yuma Consensus and the leading subnetsLong explainer on Bittensor as a decentralized marketplace for digital commodities: miners and validators compete in subnets, Yuma Consensus distributes TAO emissions, and the post lists leading subnets across compute, training, inference and prediction.Thesis16 May 2025Main TAO alpha token holdings and why Bittensor is a key narrativeLists his main subnet alpha token holdings and argues TAO is an ecosystem of AI infra projects with flywheel tokenomics. Points to subnet tokens coming to Solana via Sturdy, a Bittensor EVM and dTAO as under-understood catalysts.
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