Jonny

AI & Blockchain Enthusiast | Focus on @openservai &crypto innovation | Exploring the future of decentralized tech |⛔️ No Financial Advice do your own research

[Jonny @horsemodeon]

$SERV still feels seriously overlooked

Real product real enterprise direction and a clear focus on reducing the cost of running agents at scale

At around $10M mcap the upside is hard to ignore

[BLAZEY @blazeycrypto]

Been digging into $SERV from @openservai, and I think CT might be overlooking this one

Very few people talk about what it actually costs to run thousands of agents in production

Their SERV Reasoning layer turns messy AI workflows into structured execution graphs, routing simple tasks to cheaper models and saving expensive inference for the steps that actually need it

They're claiming up to 90x cost reductions on certain workloads

Now add Graph Sharding, SERV v3, enterprise distribution through AWS Marketplace, and ongoing compliance work

All of this at roughly $10M mcap

$SERV is definitely worth a closer look. 👀

[Jonny @horsemodeon]

This is the bigger $SERV picture

Reasoning was only the first layer

Graph Sharding turns SERV into a full agentic execution platform built around reliability cost and auditability

SOC 2 underway
AWS Marketplace next
Over two years of R&D behind it

If enterprise agents become a major software category OpenServ is positioning itself right in the middle of it

[OpenServ @openservai]

Everything we’ve shipped has been building toward one platform: SERV.

From our first agent SDK to Graph Sharding, each layer made the next one possible, with the orchestration technology from our earlier version multi-agent platform now running at the core of the SERV engine.

SERV Reasoning was the starting point, and the public API is open to every team and builder. With Graph Sharding and the next release, SERV grows beyond a reasoning layer into an agentic execution platform for enterprise AI.

Teams shipping serious agents can map AI workflows, inspect why every decision happens and control how each step runs, the capability regulated industries ask us about most.

With more than two years of R&D few teams can match, we’ve been solving what keeps AI agents stuck in low-impact environments: reliability, cost and auditability. The result is reasoning that outperforms frontier models at up to 90x lower cost, built for repeat, high-volume agent workloads.

With SOC 2 underway and AWS Marketplace as our first enterprise distribution channel, SERV is on the path to becoming the foundational infrastructure for enterprises running AI agents at scale.

The goal is to put SERV at the center of the agentic AI world and make SERV a household name.

[Jonny @horsemodeon]

This is bigger than a one off event

$SERV as the AI + tokenization technology partner for a multi stage Hitchhiker’s Guide initiative is a seriously interesting signal

Still just the beginning

42

[Tim @open_founder]

Still buzzing from last Friday. Amsterdam was special.

The first stealth activation of our partnership with The Hitchhiker's Guide to the Galaxy is complete, with the next events already being lined up as the whole initiative gets underway.

It was a great night at Internet Archive Europe, including the Creative Director of the Hitchhikers Guide to the Galaxy - giving us another chance to exchange thoughts, and dive deeper into our collab.

The big question of the night: what kind of AI do we actually want on this planet? Something we should all be thinking about, to be honest.

The vision will unfold over the next events and integrations. It is seriously ambitious, and we're super stoked to be building it together.

@openservai is the AI + tokenization technology partner for the project, and this is just the first seed of a multi-stage journey.

And for anyone worried about where AI is heading, the Guide said it best:
Don't Panic.

42.

[Jonny @horsemodeon]

@STEALFxyz @turnkeyhq 👀

[Jonny @horsemodeon]

@open_founder 42

[Jonny @horsemodeon]

@Kirodev7 rugged?

[Jonny @horsemodeon]

I actually think the current AI uncertainty could turn into a huge opportunity for projects like solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 and $SERV

Stricter regulations will not make AI disappear
If anything, they could push the industry toward more efficient, secure and transparent infrastructure

solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 is building privacy focused AI infrastructure with encryption and verifiable computing
$SERV is working on making AI reasoning more efficient and affordable

Two different approaches, but both solving problems that could become even more important as the industry matures

The market might see regulation as a threat, but I see a potential catalyst for the right projects

[Bull Theory @BullTheoryio]

This panic makes no sense.

Today's market crash looks like a massive overreaction when you look at what's actually happening.

Investors are worried that Democrats will use their control of Congress to impose major restrictions on AI, especially data centers.

But there are a few important things being overlooked.

1. AI is now a major part of the U.S. economy.

According to research from the St. Louis Fed, AI-related investment categories accounted for around 39% of U.S. economic growth during the first three quarters of 2025.

Now imagine what happens if the government suddenly introduces restrictions that force companies to cancel data centers, reduce spending and cut thousands of jobs.

It wouldn't just hurt Nvidia, AMD or other AI stocks. It could also slow down the entire U.S. economy.

And Democrats know this.

They have another election coming up in November 2028.

If their policies lead to slower growth, fewer jobs and a weaker stock market, voters could punish them in those elections.

That's why a complete shutdown of AI development seems highly unlikely.

2. Democrats can't simply pass whatever laws they want.

Republicans still control Congress until January 3, 2027.

Even after Democrats take over, Trump can veto legislation, and overriding him requires a two thirds majority in both chambers.

Democrats don't have enough votes to do that on their own.

They can block Republican legislation, but passing major new federal AI restrictions would require Trump's support or enough Republican votes.

Of course, state governments can still restrict data center development through permits, electricity rules and other regulations.

But regulating the industry and completely stopping its growth are two very different things.

3. Some of this selling could simply be profit taking.

Just yesterday, stocks rallied sharply as investors hoped the election results would bring more clarity and possibly improve the chances of ending the Iran war.

Now that optimism has disappeared almost overnight.

With AI valuations still high and companies spending billions on infrastructure, some investors may be using these rallies to reduce their exposure.

That doesn't necessarily mean the entire AI trade is collapsing.

4. Remember the Liberation Day crash in April 2025?

The S&P 500 fell around 11% in just two trading days as investors feared a recession and a prolonged trade war.

But Trump later paused many of the tariffs.

By April 24, the index had recovered more than 10% from its low.

And by May 21, it was up roughly 19% from the April bottom.

The economic risks hadn't disappeared. Investors simply realized the worst case scenario was becoming less likely.

A similar recovery could happen if the proposed AI restrictions turn out to be less severe than investors currently fear.

5. History also favors a recovery after midterm elections.

Since 1950, the S&P 500 has NEVER delivered a negative return in the 12 months following a U.S. midterm election.

That's 19 consecutive midterms with positive 12 month returns, averaging around 15%.

Of course, the Iran war, inflation and expensive AI valuations remain serious risks.

But nothing has fundamentally changed overnight to suggest that AI development is about to stop or the entire U.S. economy is heading for collapse.

Markets could recover much faster than people expect once there's more clarity about what Democrats actually plan to do.

[Jonny @horsemodeon]

$SERV stepping into the real world

From AI reasoning infrastructure to decentralised compute and community owned AI

Tonight feels like the start of something much bigger

42

[OpenServ @openservai]

Tonight in Amsterdam, Tim @open_founder and Armağan @dashersw take the stage at the Internet Archive, home of the Wayback Machine, for Hitchhiker's Guide to Data Centres, kicking off a series of real-world events and experiences that bring the collaboration with The Hitchhiker's Guide to the Galaxy to life.

SERV is building infrastructure that aims to bring Hitchhikers, among many other partners, into the age of AI. The ambitions are far-reaching, and they'll unfold for audiences worldwide piece by piece, event by event.

Tonight the project comes out of stealth in Amsterdam and London at once.

Decentralised local LLMs vs traditional data centres. Compute the community owns. Who stores our knowledge? Who controls the machines? Who gets access?

42.

[Jonny @horsemodeon]

@SolCommunityy Real financial infrastructure is moving onchain and the opportunities are massive
Projects like solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 building private AI infrastructure make me even more bullish on the future of Solana

[Jonny @horsemodeon]

@coingecko For me $SERV is still one of the clearest examples

Real product real builders real enterprise focus and still flying under the radar

[Jonny @horsemodeon]

AI privacy is going to be a massive market and I think $ROUTER is still seriously underrated

Client side encryption, confidential computing and verifiable onchain receipts

Real technology solving a real problem

[Jonas Hahn @SolPlay_jonas]

Does your AI still expose confidential data to third party providers?

Maybe you should try @solrouterai instead!

[Jonny @horsemodeon]

@SolPlay_jonas @solrouterai This is why $ROUTER deserves more attention

Privacy should be built into AI from day one, not added later

[Jonny @horsemodeon]

Missed todays Space?

The recording is worth a listen

Great discussion around agentic payments AI data markets and verifiable agents and why reliable reasoning will matter more as agents start taking real actions

[OpenServ @openservai]

https://t.co/OLVyzBEjxw

[Jonny @horsemodeon]

@SolanaHub_ solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5
Real AI privacy infrastructure, a working product and a team that keeps shipping
One of the biggest hidden gems on Solana

[Jonny @horsemodeon]

I genuinely believe $ROUTER is one of the most underrated projects on Solana right now

Real tech, a clear vision and a team that keeps building no matter what the market does

AI privacy is going to be massive and SolRouter is still just getting started

[Jonny @horsemodeon]

Another strong signal for $SERV

Agentic payments AI data markets and verifiable agents are where reliable reasoning starts to matter

Tomorrow should be worth tuning in

[OpenServ @openservai]

We’re entering a new paradigm where AI agents make decisions and take actions that demand reliable reasoning.

Tomorrow at 3 PM UTC @open_founder hosts @reppo and @GoKiteAI on Spaces to talk agentic payments, AI data markets, and verifiable agents.

Set your reminder below.

[Jonny @horsemodeon]

@0xedodm @dphnAI @GoKiteAI @reppo Looks good To me 😁

[Jonny @horsemodeon]

SERV Hackathon 02 is officially live

More builders more partners more real use cases for SERV Reasoning

[OpenServ @openservai]

SERV Hackathon 02 is live.

Build with SERV Reasoning + @dphnAI, @GoKiteAI, @reppo or bring your own idea to the Open Track.

Two weeks to cook across AI inference, agentic payments, AI data markets, and more.

Start here: https://t.co/jEWHzH2NfE

[Jonny @horsemodeon]

@solana ahead for solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5

App Store progress, product updates and more eyes on private AI

Could be an important week for @solrouterai

[Jonny @horsemodeon]

@cryptorover Im not missing $SERV and solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5
Two very different bets on the same future

Reliable reasoning for agents
Private AI infrastructure