deai

Монета №5 : $TAO
#TAO #bittensor #DeAI #aicrypto #DecentralizedAI
Bittensor — это децентрализованная сеть машинного обучения нового поколения.

Bittensor — абсолютный лидер в DeAI (децентрализованном искусственном интеллекте), где:
- тысячи нод по всему миру соревнуются в создании и улучшении AI-моделей
- валидаторы оценивают качество работы (инференс, генерация, data labeling и т.д.)
- лучшие майнеры и валидаторы получают награды в TAO
- сеть состоит из специализированных подсетей (subnets) — каждая решает свою задачу (текст, изображения, речь, scraping, prediction markets и т.д.)

Проще:
Bittensor не конкурирует с OpenAI или Google напрямую.
Он создаёт глобальный открытый рынок интеллекта, где любой может внести модель, получить оплату за качество и использовать чужие наработки без цензуры и подписок.

В чём суть $TAO ?
Bittensor решает главную проблему 2025–2026: централизация ИИ у нескольких корпораций, монополия на данные и вычисления.
Даёт:
— полностью децентрализованный рынок интеллекта (DeAI)
— механизм Y-Combinator-подобный: TAO финансирует лучшие подсети и модели
— реальный utility: inference, fine-tuning, data generation, ML-задачи
— incentive alignment: качество = больше TAO
Это не «ещё один токен AI». Это инфраструктурная основа для децентрализованной экономики интеллекта.

Оценка фундамента: 9.4 / 10 ⭐️
Плюсы:
- самый сильный и зрелый DeAI-проект в 2026
- первый halving в декабре 2025 → эмиссия -50%, усиливает scarcity
- расширение до 256 subnets в 2026 → больше специализации и конкуренции
- dTAO (dynamic TAO) → эмиссия привязана к реальной производительности подсетей
- реальный usage: миллионы запросов в сутки, тысячи активных нод
- институциональный интерес: Grayscale, венчур, AI-фонды, enterprise adoption

Минусы:
- высокая волатильность (AI-сектор + коррекция рынка)
- зависимость от роста качества и количества подсетей
- конкуренция от новых DeAI-проектов
- сложность для новичков (нужно разбираться в подсетях и валидации)

Как у меня обстоят дела с $TAO
Средняя цена закупки: 324 $
Мои тейк-профиты (ориентиры):
( 1 500 $ — 20% позиции )
( 5 000 $ — 20% )
( 10 000 $ — 20% )
( 15 000 $ — 20% )
( 20 000 $ — 20% )
Требуемая Капа для последнего тейка :
(Капа ~225 млрд $, доля ~1.5%)

Крупные технические обновления и события 2025–2026:
- Первый halving (декабрь 2025): эмиссия TAO снижена вдвое — классический Bitcoin-механизм
- Расширение лимита subnets (2026): с 128 → 256 — больше места для новых задач
- dTAO full rollout (2025–2026): динамическое распределение эмиссии по utility подсетей
- Chutes (SN64), Text Prompting, Image Gen, Data Scraping и другие топ-подсети — уже миллионы запросов
- Bittensor 2026 roadmap: enterprise inference, agents, real-world ML tasks
- Grayscale Research (декабрь 2025): выделил TAO как ключевой DeAI-актив

Партнёрства и экосистема:
- Claude AI & market predictions (2026): TAO в топ-3 по потенциалу
- Institutional inflows: Grayscale, венчур, AI-стартапы
- Subnet developers: тысячи участников, топ-сети по emissions (text, image, inference, prediction)
- Реальные кейсы: decentralized inference, agents, data markets, prediction markets

Изменения в токеномике TAO:
- Первый halving (декабрь 2025): эмиссия -50%
- dTAO (2025–2026): эмиссия привязана к производительности → лучшие подсети получают больше
- Governance: сообщество через предложения улучшает эмиссию, награды, структуру

Контекст 2026 года:
Несмотря на коррекцию AI-токенов после 2025-хайпа, Bittensor держится крепко благодаря реальному utility (inference, ML), halving и расширению экосистемы. Спрос на децентрализованный ИИ растёт — Big Tech централизует, Bittensor децентрализует. Это фундаментальный актив для будущего
TAO — не мем и не хайповый шиткоин.
Это инфраструктурный актив для децентрализованной эры ИИ.

1/ 当前正是 Agentic Economy（智能体经济）爆发元年，
正处于从“AI 工具”向“AI 智能体”跨越的关键节点。最近 @openclaw 的爆火不仅是技术红利，更大幅降低了 Agentic Economy 的准入门槛。
这这个系统中，AI 不再仅仅是工具（如搜索框或聊天机器人），而是能够独立决策、执行任务并进行交易的实体。
最近 @openclaw 的爆火直接降低了Agentic Economy 进入门槛，
2/ 支付范式的转移
在支付领域，标志着从“人付钱”向“机器自主决策支付”的范式转移。
传统 Web2 支付领域 AI Agent 主要扮“管家”角色，解决的是复杂流程的自动化，
如：企业不需要手动对账，Agent能够自主识别发票，审计合规，根据现金流预测选择最优支付时间点。而Web3支付领域，进入了 M2M Payments（机器经济），
通过智能合约，Agent 可以在没有人干预的情况下完成价值交换。
3/ 算力即货币：Tokenized Compute 的进化
在Web3支付场景中，支付不再仅仅是货币，Tokenized Compute（算力代币化） 正在成为智能体之间的新型“硬通货”。
最近圈里热门项目 @hodlai_bsc 是一个极佳的“Web3 支付模型创新”案例。
支付范式转移
4/ 拆解：HODL AI 的“持有即访问”模型
它算 Tokenized Compute 吗？
传统的 Tokenized Compute（如io .net）侧重于底层硬件资源（GPU/CPU）的代币化，即“买卖算力时长”。
而 HODL AI 的逻辑是“算力结果（推理服务）”的代币化。
它的模型： 持有（Holding）代币 $HODLAI = 获得免费 API 推理额度。本质： 持有 $HODLAI = 获得免费 API 推理额度。它将复杂的 AI 推理成本转化为了一种链上权益。用户购买的不是一次性服务，而是算力池的“永久访问”。
对于开发者和 Agent 来说，这种 Web3 原生方案解决了 Web2 的支付痛点：
Web2 痛点： 开发者使用 OpenAI 或 Anthropic 必须绑定信用卡，面临按量付费（Pay-as-you-go）带来的预算不确定性，以及跨境支付手续费。Web3 解决方案（HODL AI）： 通过代币经济学抵消支付动作。用户不是在“支付”，而是通过“持有代币”证明自己对生态的贡献，从而获得协议分配的算力资源。

这种模式取消了每分钟、每 Token 的小额交易扣费，解决了微支付（Micropayment）在 Web2 系统中的结算摩擦。
5/ 结语
以前用 AI 像交水电费，钱付出去就没了，纯属开支。以后用 AI 像当“小股东”，你手里持有的代币就是你的算力门票，这是资产。
AI Agent 真正“断奶”的标志，是不再满世界找信用卡去绑定，而是学会了用手里的资产自己养活自己。这场革命拼的不是谁更会写 Prompt，而是谁先拿到了机器经济的“入场券”。
#AgenticEconomy
#AIAgents
#deai
#Web3

Well, recently, does it feel like the terms AI and blockchain are being overused? Everywhere you look, there is "AI empowerment" and "blockchain+," but to be honest, most projects just treat AI as an add-on tool. The chain remains the same chain, foolishly only knowing how to keep accounts.

However, I recently came across a project called BlockNexa, and after reviewing it, I was genuinely impressed—it aims to have AI directly "settle down" on-chain, becoming a "native resident" of the blockchain! This concept is truly innovative.

Simply put, it does not want to merely "plug an AI power strip" into the blockchain; instead, it aims to directly "replace the blockchain with an AI chip."

1. Its Core Capability: Transforming AI Models into "On-Chain Workers"

BlockNexa has created something called the AI Agent Layer. You can think of it as issuing an on-chain identity card for each AI model (such as one for predicting prices, another for auditing smart contract code), and also equipping it with a "virtual body" capable of performing tasks.

This "AI Worker" is Remarkable:

It has its own wallet address and can actively perform tasks and initiate transactions.

It understands human language. You can describe your needs in plain language (for example, "help me swap ETH for ARB when gas fees are low"), and it will figure things out on its own, breaking it down into step-by-step on-chain operations.

It can also form groups with other AI "colleagues" to collaborate and tackle complex tasks together.

This feels as if... the blockchain has suddenly acquired a "cerebellum" capable of autonomous thinking and proactive action, no longer merely a "calculator" that executes code line by line.

2. What Pain Points Does It Aim to Solve? — It Is All About Money and Efficiency.

Talk is cheap, show me the code. The use cases targeted by BlockNexa seem quite practical to me:

Save on Gas Fees: There is a dedicated AI "Gas Hunter" that monitors the network in real time and tells you when transaction costs are lowest. Who would not want the joy of maximizing value?

Contract Review (Smart Contracts): Learn various vulnerability patterns with AI, and receive alerts before you deploy your contract to avoid inadvertently launching "naked" into production.

Act as your on-chain "strategist": analyzing the market, providing trading advice, and alerting portfolio risks... essentially equipping you with a 24/7 online, emotionless AI trader.

3. Token BXA: The "Food Coupon" and "Voting Ticket" in This Ecosystem

Such an intelligent ecosystem must have a circulating credential, correct? That is $BXA.

Paying salaries with it: You must spend BXA to call any AI service.

Use it to issue bonuses: AI model providers, data contributors, and nodes maintaining the network can earn BXA by performing tasks.

Your Voice Matters: Hold BXA and you can vote on major community decisions, a true shareholder experience.

Moreover, the allocation is quite sincere: 70% of BXA is reserved for ecosystem incentives and the community, with only a small portion allocated to the team and advisors, indicating a long-term approach.

4. More Sophisticated Maneuvers: AI Agents Form "Factions" and Undergo "Survival of the Fittest"

What I find most interesting is its "model collaboration mechanism". These AI "workers" do not operate in isolation; the platform guides them to automatically form teams based on tasks, learn from each other, and share intelligence. AIs that perform well gain a good reputation, receive more tasks, and earn more; those that consistently fail to deliver gradually lose demand.

Is this not essentially an on-chain "AI Darwinian evolution theory"? It allows the ecosystem to autonomously develop more powerful intelligence.

5. My Honest Thoughts

Of course, this blueprint is truly grand. To actually realize it, the difficulty coefficient is absolutely maximized. Technical implementation, the cold start of the ecosystem, attracting high-quality AI models... each step is a formidable challenge. For now, it remains in the stage of "looking very attractive."

However! The direction it is taking precisely targets the deepest integration point of AI and blockchain—endowing trust with intelligence, and enabling intelligence to emerge from consensus. If there truly exists a "thinking blockchain" in the future, the "AI Agent layer" that BlockNexa is developing today could very well be its prototype.

This project may not experience a short-term surge, but the concepts it contemplates and the structures it builds could genuinely be defining what "the next generation of blockchain" should look like.

#BlockNexa #DeAI #BlockchainGetsABrain #AIAgent #Web3 #NextGenerationPublicChain #BXA

Rise of AI-Powered Tokens: How Artificial Intelligence Could Shape the Next Crypto Supercycle

1. What’s Driving the Growth of AI Tokens
Artificial intelligence and blockchain are forming a powerful partnership. Tokens tied to AI projects, such as those supporting decentralized agents, machine learning services, or GPU compute marketplaces, are gaining serious interest. In one week, AI-focused crypto tokens added about $10 billion in market value, with some surging over 100 percent.

2. Why AI Tokens Could Power the Next Supercycle
A crypto supercycle is a long period of sustained bull momentum, usually anchored by a strong new theme. AI tokens could trigger the next one. Concepts like AI agents, decentralized compute networks, and automated DeFi tools are drawing attention and capital in a way we haven’t seen before.
These tokens have real use cases too, like decentralized AI markets, on-chain data sharing, smart contract automation, and smarter wallets.

3. What’s Fueling Investor Interest
Both retail and institutional investors are taking notice. Some funds are building AI token strategies, and community interest is growing. Projects like The Graph (for data indexing), NodeGoAI (for decentralized compute), and others focused on automation and AI model training are getting traction.

4. Challenges to Watch
This space has risks. Regulatory clarity is still developing, and combining AI with crypto raises more uncertainty. Some projects lean heavily on branding and hype, so careful evaluation is essential.

5. Why AI Tokens Might Be the Next Big Thing
If AI tokens deliver real value by enabling automation, decentralized data services, or autonomous agents, they could lead the next big crypto rally. This theme aligns with growing AI adoption across infrastructure, decentralized finance, and smarter smart contracts.

Summary
AI-powered tokens are gaining momentum. If they bring real innovation, they could fuel a new crypto supercycle. But separating hype from substance remains key.

#AICrypto #DeAI #AICoin #AICryptoCurrency #AICryptoWatch