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The AI race isn't just about who has the best ideas. It's about who has access to compute. @ionet CEO @gaurav_io joined the @RealAllinCrypto Podcast to talk about the infrastructure battle happening underneath AI: → Why GPU demand keeps accelerating → How DePIN unlocks unused compute around the world → Why crypto found its most important real-world use case → What happens if AWS, Google and Microsoft control AI's infrastructure When a handful of companies control the infrastructure, they also control who gets access to intelligence. But there is another way. Watch the full conversation ↓

行情回来了，开始研究项目吧 最近可以研究的 10 个空投 / 积分项目 @flop_labs — AI Agent / 去中心化算力 Arthur Hayes 亲自下场领导的新项目，核心是让 AI Agent 用 $FLOP 购买算力和存储记忆。无 VC、无预售、Fair Launch，Hayes 已经明确预告 Q4 有大规模 Airdrop，这种我会优先留意。 @GTE_XYZ — 链上交易平台 累计融资超过 2500 万美元，Paradigm 领投过 1500 万美元 Series A，Wintermute、IMC、Auros 等也在里面。现在重新开放 Waitlist，可以抢 Username、做 Points，成本基本就是时间。 @entropyIO — Perp / DeFi 基于 Hyperliquid HIP-3 的永续合约方向，目前还非常早，公开信息不算多。正因为早，现在能做的就是先注册、留下交互痕迹，后面再看积分和激励怎么展开。 @MOB_Exchange_ — Perp 聚合交易 主打把多个 Perp DEX 聚合到同一套交易体验里，市场关注点之一是 YZi Labs 背景。现在属于产品早期阶段，适合先留账户、交互和交易记录。 @trenches — Solana 交易平台 Solana 生态的早期交易项目，已经开放注册和 Referral。这个阶段我不会重仓花钱刷，先把早期身份占住。 @OseroHQ — DeFi 融资 1350 万美元，Sky 领投。属于有融资、有产品方向、但市场关注度还没有完全起来的那一类，适合提前做用户痕迹。 @vangrid_io — DePIN / Physical AI 融资 900 万美元，投资方包括 HashKey Capital、Borderless、 Capital、Animoca、Gate、Mapleblock。玩法是把现实世界空间采集成可供机器人和 Physical AI 使用的 3D 数据，这类“AI 数据生产”项目我会单独留意。 @nodiens — Crypto Market Intelligence 做加密市场情报，把 Signal、Risk、Sentiment 聚合到一个产品里。现在已经有 Web、iOS 和 Android 产品，属于可以直接实际使用、而不是只做社交任务的早期项目。 @axisrobotics — Physical AI / 机器人数据 刚融了 1200 万美元，Hack VC 领投。现在一边可以做 Axis Points，完成机器人 Trajectory 任务；另一边刚上 Kaito Creator Program，拿出 0.25% $AXIS 总量奖励创作者和 Kaito Stakers，Epoch 1 到 9 月 18 日，最终 TGE 发放。 @termix_ai — AI Agent 自主商业 这个就是我前面说的“Agent 版猪八戒”。YZi Labs 支持，Agent 可以在 agentfamily 里互相找工作、报价、托管、交付和结算。昨天刚上 Kaito Katalyst，90 天活动拿出 0.30% $TMT：0.24% 给创作者，0.06% 给 Kaito Stakers，TGE 100% 解锁；同时还能积 TermiX Points。

.@base 生态现在整体很热,Meme 轮番上， 这类标的也上了 Coinbase，资金和注意力都在往里涌。交易、Agent、上币预期成了最热闹的主线 但我更想往上游看一层 Base → Virtuals → Robotics → Data 这条逻辑其实很干净。 Base 在强化交易和 Agent 入口，@virtuals_io 也已经把 Robotics / Embodied AI 放进核心方向。 而 AI 一旦从数字世界进入物理世界，真正难的问题就变了。 LLM 可以直接吃互联网数据。 机器人需要学习人在真实环境里怎么抓、怎么放、怎么使用工具、怎么失败，以及失败以后怎么修正。 这些数据很难靠爬虫获得，纯仿真也很难覆盖真实世界里大量长尾情况。 所以 Physical AI 接下来一个很重要的瓶颈，就是： 真实世界 Human Demonstration Data 怎么规模化生产。 Caspius 卡的就是这一层。 目前公开能看到： 1000+ 小时 Human Demonstration Data 500+ Active Contributors Phase 1 第一人称数据采集已经运行 下一阶段是价值密度更高的 Teleoperation Data 规模还很早，但至少数据生产闭环已经开始运转。 Miner NFT 这一层我也觉得被低估了。 它更接近 DePIN 里的“矿机”： 决定数据产能 → 升级消耗 $CAS → 支持委托 → 按贡献产生排放 NFT、Token 和真实数据生产因此被连接到了一起。 所以相比追最热闹的机器人名字，我更想找那些机器人真正大规模进入现实世界以后，所有玩家都绕不开的环节。 @caspius_ai 值得继续跟踪的原因就在这里： 它站在一条正在升温的产业链上，也卡着一个还没有被充分解决的数据问题。 剩下的，就交给数据增长、Teleoperation，以及真实买方💪

来自 ＃A16Z 的投资报告 未来加密值得关注的方向 RWA：不是资产上链，而是传统金融开始链上重构。 AI Agent：AI开始自己赚钱、花钱，钱包和支付会变成刚需。 DeFi：下一轮拼的不是APY，而是真收入、真用户。 DePIN：真正值得看的是，能不能把现实资源变成可交易的全球网络。 共同点只有一个：从炒叙事，走向真实经济

AIOZ Storage provides S3-compatible object storage powered by AIOZ DePIN for: → Familiar integration with existing tools → Reliable access across workflow stages → Scalable handling of growing data volumes Keep storage ready for every stage of your AI workflow.

The next trillion-dollar industry won't just be AI. It will be AI Humanoids + Web3 + DigitalIdentity. Explore .humanoids: Here's why: 1/ AI has transformed software. The next transformation is physical. Humanoid robots are moving into manufacturing, warehouses, healthcare, logistics, retail, and eventually everyday life. Some long-term industry forecasts envisionthe humanoid robotics economy reaching themulti-trillion-dollar range over the coming decades. 2/ Intelligence alone isn't enough. Autonomous humanoids will need secure digital identities to interact with people, businesses, and other machines. Identity becomes infrastructure. 3/ They'll also need to:
• Verify who they are
• Own digital assets
• Build reputation
• Authenticate services
• Access decentralized networks
• Coordinate with other AI agents 4/ That's where Web3 can add value. Decentralized identity, ownership, programmable payments, and verifiable credentials can enable machine-to-machine interactions without depending on a single centralized authority. 5/ As this ecosystem grows, human-readabledigital identities become increasingly important. Owning a .humanoids digital identity today could be similar to securing premium internetreal estate before mass adoption—givingbuilders, brands, creators, and communities anearly presence in the emerging humanoid economy. 6/ AI gives humanoids intelligence. Web3 enables ownership and verifiable identity. Together, they could help support autonomousmachine economies. 7/ The future won't just be digital. It may walk beside us. Work alongside us. And interact with us every day. We're still early. Discover the future of .humanoids:
 What role do you think decentralized identity will play in the age of autonomous robots? 👇 Join the discussion. #Humanoids# #AI# #Web3# #Robotics##DigitalIdentity# #ArtificialIntelligence##MachineEconomy# #FutureOfWork##Automation# #Blockchain# #DePIN#

Meet AIOZ AI, the Web3 foundation for Everything Intelligence. It unifies AI compute, storage, and AI services in one platform. → DePIN Compute for AI training & inference → Distributed Storage for AI assets → Production-ready AI workflows → Infrastructure for Agentic AI

AI development brings models, data, testing, and integration together. AIOZ AI V2 puts the complete AI workflow in one place. What you can do: → Discover AI models across multiple domains → Access curated datasets for training → Test models in AI Playgrounds → Build with API + SDK Explore, test, and build AI on DePIN.

AIOZ Stream brings efficient chunking to adaptive streaming on AIOZ DePIN. What this supports: → Optimized video chunking → M3U8 playlists for dynamic quality selection → Buffering and preloading for smoother playback Built for playback stability and streaming quality.

Is crypto losing to AI? @MikeDudas joined the livestream to discuss where crypto is actually heading, why value-accruing tokens matter, and why AI isn't replacing crypto - it's creating new opportunities for it 00:40 How Mike raised a 3rd fund in one of the toughest markets 02:25 Dumbest criticism DePIN projects get 05:21 Underrated crypto consumer products that more people should know about 07:21 Are prediction markets just another trend? 11:06 Is crypto losing to AI? 14:29 Most underrated founder right now 16:15 Is crypto really just fintech? 17:36 What will trigger the next major market turn 21:47 Crypto investments need a new structure? 25:51 Should crypto startups worry about big companies copying them? 28:01 Can @Pumpfun outgrow memecoins and become the default token launch platform? This interview features: - @MikeDudas, managing partner at @6thManVentures - @miaferrariii, co-founder of @mad__app and @MadSocietyTV