Our Research

Read by top VCs, investors, builders & executives

Featured Report

Crypto AI Protocol Deep Dives

Our analysis of the most interesting AI startups & protocols in Web3.

January 15, 2025

Moemate: Crossing the Chasm

This AI agent platform with millions of users in Web2 doubles down on crypto

Teng Yan

December 19, 2024

Spectral (I): Sentient Memes

What if our favourite memes could talk, or trade for us?

Teng Yan

December 13, 2024

Mira: The One API for Trust

Can Collective Wisdom reduce hallucinations & bias in AI?

Teng Yan

December 12, 2024

ai16z, ELIZA and the Bazaar of Agents

If ELIZA succeeds, it could fundamentally redefine how we build software.

Teng Yan, ChappieOnChain

December 6, 2024

Almanak: Agents That Make Money

Almanak gives everyday users the ability to profit from quant trading techniques in DeFi

Teng Yan

November 26, 2024

ARC Agents: Reimagining AI Gameplay

ARC uses AI to solve the player liquidity problem. It's now a full-fledged AI platform.

Teng Yan

November 20, 2024

Virtuals Protocol: Tokenising AI Agents

The AI Agent launchpad race is heating up.

Teng Yan,ChappieOnChain

November 7, 2024

DIN: Data Intelligence Network

Data collection & labelling is big business

Teng Yan

October 22, 2024

GOAT: The Gospel of Goatse

Why Truth Terminal is an asymmetric bet on society's growing fascination with autonomous AI agents

Teng Yan

Sector Analysis

Thesis-driven reviews of important sub-sectors including AI agents, decentralised compute & data networks

January 10, 2025

What I'm Watching in 2025

My predictions on the year ahead (and how I'll be hilariously wrong)

Teng Yan
December 3, 2024

Our Crypto AI Thesis (Part II): Decentralised Compute is King

Decentralised compute is the backbone of Crypto AI — GPU marketplaces, training & inference.

Teng Yan
October 30, 2024

The Dawn of the Crypto Agentic Era

AI agents make the path forward for crypto crystal clear. Plus some projects on my radar.

Teng Yan
September 30, 2024

Our Crypto AI Thesis (Part I): The Massive Lifetime Opportunity

My full thesis is on why I'm uncomfortably bullish on crypto AI and why we are still early.

Teng Yan
September 9, 2024

How I'm thinking about: Decentralised AI Training

Foundation-scale models are no longer the domain of the top AI labs

Teng Yan

Weekly Newsletter

The most important developments in Crypto AI so you never miss a thing. Subscribe and read it here.

January 17, 2025

đź‘‘ Weekly AI Edge #30

We're so back, it's so over. Exo Labs releases a barrage of new products.
Teng Yan,0xAce
January 10, 2025

Weekly AI Edge #29

We're so back, it's so over. Exo Labs releases a barrage of new products.
Josh,Teng Yan
January 3, 2025

Weekly AI Edge #28

Raise your targets, Crypto AI exceeds all and the Fat Protocol Thesis is Reborn.
Teng Yan,Josh