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$OPEN

9 pieces · Jun 2025 to Oct 2025 · 2 flagship

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AI9 L1/L22 Market structure1 Ethereum1

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92025

Start here · the strongest pieces on $OPEN

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.Market take20 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.

Timeline · every piece, newest first

2025 9

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

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

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

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

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

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

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OpenLedger34 Kaito46 Theoriq18 Mira Network21 Allora38 EigenDA60 Espresso Systems6 Bless Network17

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