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.
06 / 06
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.
Skyfire
Agent Payment Rails
Agent-to-agent payment network — a16z + Coinbase backed — production
Nava
Agent Payment Rails
AI agent payment verification — Polychain backed — newer
Akash Network
DePIN / Compute
Cosmos-based decentralized cloud — earliest DePIN cloud — slower growth
Masa Network
Data Layer
AI training data marketplace — privacy-preserving — earlier stage
Virtuals Protocol
AI Agents
Launchpad cho on-chain AI agents — biggest agent ecosystem hiện tại trên Base
OpenMind
Embodied AI
Open-source physical AI infrastructure — robotics + crypto — early
FrodoBots
Embodied AI
DePIN cho mini-robots — telerobotic + AI — physical AI play
Bittensor
Inference Networks
Decentralized machine learning network — subnet model — TAO token
Render Network
DePIN / Compute
Veteran decentralized rendering — pivoted to AI compute — Solana migration done
AIxBT
AI Agents
Single-agent crypto Twitter intelligence — first viral 'AI alpha agent'
Grass
Data Layer
Bandwidth/data layer cho AI training — large airdrop hype — Solana
PrismaX
Embodied AI
Physical AI data infrastructure — recent launch — high concept
Allora Network
Inference Networks
Self-improving inference network — collective intelligence — newer than Bittensor
io.net
DePIN / Compute
Decentralized GPU network — aggregator model — institutional traction
ai16z / ElizaOS
AI Agents
AI agent framework open-source — Marc Andreessen's DAO experiment scaling
POV
Latest insights.
First POV piece drops this week — an analysis of the agent payment rails landscape.
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