Ingrid Andersson

Life has many secrets and paths 🐛

[NEAR Protocol @NEARProtocol]

NEAR recently achieved 1M TPS in a publicly verifiable benchmark.

In this technical deep dive, the NEAR One R&D team unpacks the most significant optimizations they worked on across the stack to make this monumental scalability milestone possible: https://t.co/ul8rqlVPFG

[Binance @binance]

same but different

[NEAR Protocol @NEARProtocol]

NEAR Protocol has partnered with @ADI_Foundation and @AiDatrics to launch TravAI, a next-generation travel platform that combines AI automation with blockchain settlement.

TravAI is powered by NEAR AI and NEAR Intents for seamless cross-chain and agent-to-agent transactions.

[Watcher.Guru @WatcherGuru]

JUST IN: Shark Tank's Kevin O'Leary says "most of these altcoins, what I call poopoo coins, are done."

"Only Bitcoin and Ethereum will survive."

[Coin Bureau @coinbureau]

🚨BREAKING: North Korea’s Lazarus Group is suspected to the $30M hack on South Korea’s Upbit, local news reported.

[Our Crypto Talk @ourcryptotalk]

AI Crypto Tier List

Everyone’s printing “AI tokens.”

Almost none are building actual decentralized intelligence.

So we cut the noise and ranked the only ones that matter.

⚪ S+ Tier : TAO

$TAO :

→ Undisputed leader of decentralized ML with 100+ subnets and Yuma Consensus.

→ Real revenue engines like Chutes AI pushing 160B+ tokens/day.

→ Grayscale’s top AI allocation and the “Bitcoin of AI” heading into its
halving.

🔴 S Tier : LINK, RENDER, ICP, NEAR, ASI, VIRTUAL

$LINK :

→ The oracle backbone for verifiable AI data across 2000+ dApps.

→ Integrations with FET/TAO enable trusted AI inputs.

→ Essential infrastructure, no decentralized AI stack works without it.

$RENDER :

→ Decentralized GPU rendering network with exploding AI workload demand.

→ Partnerships with Apple, Unity, and creator ecosystems.

→ Real revenue + massive GPU supply flywheel.

$ICP :

→ On-chain AI execution at web speed with Chain Key Crypto.

→ Full-stack AI canisters and UNDP partnerships.

→ One of the largest AI ecosystems by market cap.

$NEAR :

→ Developer-first L1 for AI agents and intents.

→ Grayscale’s #2 AI bet with $6.5B intents processed.

→ Brave partnership unlocks 100M+ users for private AI queries.

$FET (ASI) :

→ FET + AGIX + OCEAN alliance forming the largest agent economy.

→ Cross-protocol governance for decentralized superintelligence.

→ Bosch and enterprise integrations create real M2M commerce.

$VIRTUAL :

→ Agent co-ownership and revenue-sharing meta exploding.

→ 18.6% dominance on DappRadar for AI agent dApps.

→ Fastest-growing agent ecosystem of 2025.

🟠 A Tier : ATH, AKT, ORAI, QUBIC, NIL, PAAL

$ATH :

→ Enterprise AI cloud with $1M+/mo revenue and soaring 2025 bookings.

→ Deep integrations with Render/Akash for GPU supply.

→ Real customer demand from AI firms.

$AKT :

→ Decentralized cloud marketplace for GPUs.

→ Backed by a16z with strong infra adoption.

→ Cheaper, open alternative to AWS for AI workloads.

$ORAI :

→ AI oracles bridging smart contracts to inference models.

→ Strong presence in blockchain intelligence and predictive analytics.

→ Increasing adoption across DeFi tooling.

$QUBIC :

→ High-throughput AI compute layer with $1B+ market cap.

→ Often grouped with TAO as an infra-first approach.

→ Consistent development + major listings.

$NIL :

→ Blind-computing pioneer enabling private AI inference.

→ Alpha Mainnet with TEEs, nilAI, and nilDB open-sourced.

→ Deutsche Telekom + Alibaba partners; Ethereum migration unlocks privacy cross-chain.

$PAAL :

→ Custom AI bots with high user traction.

→ PaaLLM-0.5 brings DeFi analytics + real-time data.

→ Profit-sharing + buybacks create strong token flywheel.

🟤 B Tier : LPT, AIOZ, CGPT, SERV, OLAS, SAPIEN, TRAC, DIA

$LPT :

→ Decentralized video infra powering AI media pipelines.

→ Real usage but crowded competitive landscape.

→ Steady builder with niche traction.

$AIOZ :

→ Edge compute for AI-native video workloads.

→ Strong but less differentiated vs. Render.

→ Growing in media/AI content generation.

$CGPT :

→ AI tools for blockchain developers and auditors.

→ Real utility but limited ecosystem scale.

→ Useful addition, not infrastructure-level.

$SERV :

→ Agentic infra for multi-agent reasoning and coordination.

→ No-code builder + BRAID cognitive frameworks.

→ Early traction with Telegram aApps, but needs scale beyond ~150K volume.

$OLAS :

→ Agent framework powering off-chain automation.

→ Pearl Desktop “Agent App Store” boosts adoption.

→ Solid growth but overshadowed by FET/ASI ecosystems.

$SAPIEN :

→ Decentralized data labeling at enterprise scale (Baidu, UN, Toyota).

→ Proof-of-Quality turns data into verified reward systems.

→ Base ecosystem growth + Sui expansion, but cooling momentum after a Binance spike.

$TRAC :

→ AI trust layer for supply chains and RWA data integrity.

→ Strong integrations and staking demand.

→ Needs new catalysts to regain edge vs. rising competitors.

$DIA :

→ Multi-chain oracle for AI price feeds with 17% APY.

→ Supports 200+ dApps across 60+ chains.

→ Volume decline + sector saturation cap upside.

🟡 C Tier : MIRA, NEURAL, DSYNC, TAG

$MIRA :

→ Trustless AI verification with 4.5M users and 3B+ daily tokens.

→ Strong funding and backers but unproven decentralization long-term.

→ High potential, high volatility.

$NEURAL :

→ Text-to-3D assets built on Bittensor subnet.

→ Gaming/AR focus limits broad AI traction.

→ Needs deeper dev adoption to scale.

$DSYNC :

→ AI-native DePIN for GPU cloud + autonomous agents.

→ Delayed mainnet rollouts reduce confidence.

→ Execution concerns despite strong inference throughput.

$TAG :

→ Data labeling marketplace with instant payouts via USD1 stablecoin.

→ Real enterprise deals but heavy volatility and governance concerns.

→ Needs stronger security + sustained demand.

🟢 D Tier : VRA

$VRA :

→ Not true AI infra, focused on ad fraud prevention.

→ Bloated tokenomics, stalled updates, and collapsing sentiment.

→ Community distrust + execution failures make it high-risk.

𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 : 𝘛𝘩𝘪𝘴 𝘵𝘪𝘦𝘳 𝘭𝘪𝘴𝘵 𝘪𝘴 𝘰𝘱𝘪𝘯𝘪𝘰𝘯-𝘣𝘢𝘴𝘦𝘥 and 𝘯𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.

𝘈𝘐 𝘤𝘳𝘺𝘱𝘵𝘰 𝘪𝘴 𝘷𝘰𝘭𝘢𝘵𝘪𝘭𝘦; 95% 𝘰𝘧 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴 𝘧𝘢𝘥𝘦. 𝘋𝘠𝘖𝘙, 𝘢𝘶𝘥𝘪𝘵 𝘤𝘭𝘢𝘪𝘮𝘴, 𝘢𝘯𝘥 𝘷𝘦𝘳𝘪𝘧𝘺 𝘰𝘯-𝘤𝘩𝘢𝘪𝘯.

𝘙𝘦𝘮𝘦𝘮𝘣𝘦𝘳 : 𝘙𝘦𝘢𝘭 𝘈𝘐 𝘪𝘯𝘧𝘳𝘢 𝘪𝘴𝘯’𝘵 𝘢 𝘣𝘶𝘻𝘻𝘸𝘰𝘳𝘥. 𝘐𝘵’𝘴 𝘶𝘯𝘤𝘦𝘯𝘴𝘰𝘳𝘢𝘣𝘭𝘦 𝘤𝘰𝘮𝘱𝘶𝘵𝘦 𝘺𝘰𝘶 𝘰𝘸𝘯.

𝘉𝘶𝘪𝘭𝘥 𝘰𝘯 𝘪𝘵 𝘰𝘳 𝘨𝘦𝘵 𝘭𝘦𝘧𝘵 𝘣𝘦𝘩𝘪𝘯𝘥.

[Cointelegraph @Cointelegraph]

Why AI Will Dominate Crypto (feat. NEAR) #CHAINREACTION https://t.co/GG8Ec6hEHB

[NEAR Protocol @NEARProtocol]

gm 🦃 Happy Thanksgiving to all the NEARians celebrating!

[Cointelegraph @Cointelegraph]

🚨 UPDATE: The Bitcoin Fear & Greed Index is at 22, showing Extreme Fear, slightly higher than yesterday’s 15.

[The Economist @TheEconomist]

The World Ahead helps you see around the corner and work out what might be coming next. Discover our guide to 2026 https://t.co/vdVbOYerkR

[The Economist @TheEconomist]

Dark chocolate’s purported benefits stem from compounds called flavanols, which can reduce the risk of cardiovascular disease.

But the treat isn’t necessarily heart-healthy https://t.co/8iyzUMH7AI

[i like food @messedupfoods]

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[Odd Steam Reviews @OddSteamReviews]

Expedition 33