bets on early ponzis, win some and lose some. no private grps. nfa
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i asked grok to compare the private ai tech stack of these crypto projects n rank them by which is more private: $VVV $ORBIO $DOT $ROUTER $MANY $MINI robinhood:0xa92768863a55d8a0591709f7f5e594a249d36ea3
Here’s the result:
$ROUTER uses the most better private ai stack of all of them, then $DOT > $VVV > robinhood:0xa92768863a55d8a0591709f7f5e594a249d36ea3 > $ORBIO > $MANY
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been bullish on robotics for a year now, still think it’s gonna cook hard at some point
in the larger cap, projects like peaq n geod already 3x’d off the bottom
on the low cap side i’m holding 1% of codec n riceai (codec is already 3-4x off my entry)
also have some micro cap bets on base n sol. i’ll mention those in the coming weeks as we see rotation n volume into utility
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we’re just entering in one of the biggest onchain bull market
dips are for buying if you believe in your thesis
in past bull markets people were buying vc coins on cex, rn the whole game changed with the social trading n attention market rotation
main conviction bets are still private ai n robotics
$TAO $ROUTER $DOT
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$VVV a new ATH, now sitting at 2B+
$ROUTER $DOT is still underrated based on what they’ve built over the past few months, $Surplus also good one mentioned in my previous post
you can’t compare them to a week old project, they’re here building irrespective of any hype n built real tech
for example: $ROUTER built a private ai tech stack using phala TEE to make it actual private, not just a gpt wrapper for buying n selling claude/openai credits cheap off fees
there’s no chance we don’t get more government crackdowns n policy changes going forward
Open source / Private AI is the way
base:0x23a2847d772803f9efc64b4277b782b06296fe51 : billions token usage a day rn, best competitor to $VVV + also potential coinbase listing
$ROUTER : doxxed team, building for months on Solana
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solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 is hugely underrated imo
they’ve actually built real private AI inference infrastructure on @solana
the founder @GhostHash1 is well experience n connected with AI engineers/foundations, won hackathon n grants by Solana Foundation n others
@toly should support the team, this is the first real private AI inference play on the network
Our founder @GhostHash1 took the stage in Germany to show why encrypted inference beats any privacy policy
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$ROUTER reminds me of early $NOS
I was watching their pitch video on YTB n the token was trading under $500K mcap, founder looked legit n hustler building for months
I put a few hundred bucks in n fumbled it very early
biggest fumble last cycle ($2M+ worth)
router is also much bigger than most people thinks, if there’s anything close to $VVV in entire market, that’s actually building private ai inference, it’s $ROUTER, better bets for mid to long term than 2 days old bundle
Our founder @GhostHash1 took the stage in Germany to show why encrypted inference beats any privacy policy
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Private AI / inference is the trade of this cycle imo
S TIER : $TAO $VVV
A TIER : $ROUTER $DOT $ORBIO base:0xed664536023d8e4b1640c394777d34abaff1df8f
B TIER : $CEST $MANY $ASKR solana:Ax5dAamJPeuaLpFUzs9FdcpoUhHDcxyjPzxCJQidjups
C TIER : solana:3Ydb2n8vAFdBJYpdiZEoDxRXLmiGDY1fuizVmMPMpump $DARK solana:8d3bQS9vNy3BfqK9dX95JRoaTbWoiuL2hzmSFLDopump
based on tech stack, team, partners n project history (not holding mostly, nfa)
my thesis:
the current fight is no longer which model is smartest but who sees the prompt, stores the data n decides what you’re allowed to ask
governments are only going one way from here: more rules, restrictions, pressure on the big ai companies to comply, thats creates a market split
regulated, restricted AI on one side n decentralized, open source ai on the other. If that fear of centralized control continue n the compliance game gets serious, capital will look for the alternatives.
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Private AI coins are warming up
$VVV $TAO are the ones looking good in that category
Solana still doesn’t have its version of that trade
$ROUTER is the first mover there with doxxed founder, building private AI inference on a decentralized stack n sitting at only $800K mcap
$GRIFFAIN n $ARC ran to $600M ATHs in AI agent szn
Could be the VVV of Solana imo
solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 is hugely underrated imo
they’ve actually built real private AI inference infrastructure on @solana
the founder @GhostHash1 is well experience n connected with AI engineers/foundations, won hackathon n grants by Solana Foundation n others
@toly should support the team, this is the first real private AI inference play on the network
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my entire tl is shilling bittensor:native rn without even mentioning the ticker
soon the world catches on, more founders, funds n retail
fomo into bittensor n the ecosystem is gonna be insane over the next few years imo
literally any founder can launch a subnet, start building n get incentivized from day one
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