Austin Barack (@AustinBarack) on Why Venice, Grass, and NEAR Are The Most Undervalued AI Plays
Timestamps
00:00 Venice Grass NEAR AI Thesis Intro
01:30 Venice Privacy Overview
02:03 AI Uses 100x More Data
05:14 Three Million Users
05:14 VVE And DM Token Flywheel
08:48 DM Priced Like A Corporate Bond
09:35 $20 Venice Undervalued
11:45 How Grass Makes Money
12:35 Grass Triple Digit Growth
14:16 Grass At $400M Too Cheap
14:49 NEAR Cross-Chain Swap
17:43 Akash GPU Marketplace Update
19:36 AI Stack Breakdown
21:10 Net Token Value Flows Framework
22:11 Buy And Burn Only Works Sometimes
25:56 Two Cohorts In Digital Assets Now
🔥 UPDATE: Nous Research launches Hermes Desktop, bringing the Hermes Agent natively to your machine, now in public preview after its debut at Nvidia's GTC keynote.
[8/8] solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs ~$0.49
DePIN sourcing web data for AI training via a user-bandwidth network. Narrative-rich, volatile, speculative.
Which infra name are you holding? 👇
#Grass#DePIN#AICrypto solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs
AI INFRASTRUCTURE (compute / data / DePIN)
[1/8] The decentralized AI infra basket 🧠⚙️
The "picks & shovels" of crypto AI — compute, GPUs, and data.
Soft on today's risk-off, but several are green on the week.
Quick rundown 👇 (NFA)
#AICrypto#DePIN#Crypto
[7/8] ethereum:0xc944e90c64b2c07662a292be6244bdf05cda44a7 (The Graph) ~$0.0276 (+12% 7d)
The data/indexing layer of web3 — and quietly a top 7-day performer here. Cautiously bullish "picks & shovels."
#TheGraph#Web3 ethereum:0xc944e90c64b2c07662a292be6244bdf05cda44a7