Independent · AI × Crypto

Intel before the deal.

Independent intelligence on the AI × Crypto frontier. Where deals get connected, not just tracked.

Coverage

Six sub-sectors. One operator.

Sector

AI Agents

Autonomous on-chain agents and agent frameworks.

Sector

DePIN / Compute

Decentralized GPU and physical infrastructure networks.

Sector

Inference Networks

Decentralized model inference and routing.

Sector

Data Layer

Open datasets, oracles, and verifiable data pipelines.

Sector

Embodied AI

Robotics and physical-world AI systems.

Sector

Agent Payment Rails

Payments, settlement and identity for autonomous agents.

Tracked projects

15 projects on the radar.

S

Skyfire

Agent Payment Rails

Conviction

Agent-to-agent payment network — a16z + Coinbase backed — production

Agent Payment Railsvisit →
N

Nava

Agent Payment Rails

Watching

AI agent payment verification — Polychain backed — newer

Agent Payment Railsvisit →
A

Akash Network

DePIN / Compute

Watching

Cosmos-based decentralized cloud — earliest DePIN cloud — slower growth

DePIN / Computevisit →
M

Masa Network

Data Layer

Watching

AI training data marketplace — privacy-preserving — earlier stage

Data Layervisit →
V

Virtuals Protocol

AI Agents

Conviction

Launchpad cho on-chain AI agents — biggest agent ecosystem hiện tại trên Base

AI Agentsvisit →
O

OpenMind

Embodied AI

Skeptical

Open-source physical AI infrastructure — robotics + crypto — early

Embodied AIvisit →
F

FrodoBots

Embodied AI

Watching

DePIN cho mini-robots — telerobotic + AI — physical AI play

Embodied AIvisit →
B

Bittensor

Inference Networks

Conviction

Decentralized machine learning network — subnet model — TAO token

Inference Networksvisit →
R

Render Network

DePIN / Compute

Conviction

Veteran decentralized rendering — pivoted to AI compute — Solana migration done

DePIN / Computevisit →
A

AIxBT

AI Agents

Watching

Single-agent crypto Twitter intelligence — first viral 'AI alpha agent'

AI Agentsvisit →
G

Grass

Data Layer

Conviction

Bandwidth/data layer cho AI training — large airdrop hype — Solana

Data Layervisit →
P

PrismaX

Embodied AI

Skeptical

Physical AI data infrastructure — recent launch — high concept

Embodied AIvisit →
A

Allora Network

Inference Networks

Watching

Self-improving inference network — collective intelligence — newer than Bittensor

Inference Networksvisit →
i

io.net

DePIN / Compute

Conviction

Decentralized GPU network — aggregator model — institutional traction

DePIN / Computevisit →
a

ai16z / ElizaOS

AI Agents

Watching

AI agent framework open-source — Marc Andreessen's DAO experiment scaling

AI Agentsvisit →

POV

Latest insights.

All posts →

First POV piece drops this week — an analysis of the agent payment rails landscape.

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