AI chắc chắn sẽ là thứ thay đổi mạnh mẽ thế giới trong 5–10 năm tới...
... nhưng mình cũng tin rằng sẽ có rất nhiều "quả bóng" lớn nổ tung trên đường đi.
- OpenAI hiện được định giá hàng trăm tỷ $.
- Microsoft, Google, Amazon đang đổ hàng chục đến hàng trăm tỷ đô mỗi năm vào AI infra.
- Nvidia thì từ một công ty gaming chip trở thành “ông vua” nghìn tỷ đô nhờ cơn sốt compute.
Tiền vẫn đang đổ vào AI với tốc độ chưa từng có.
Nhưng điều thú vị là, trong lúc các big tech chi ngày càng nhiều tiền để giữ lợi thế (và để duy trì bộ máy cồng kềnh), thì open-source AI lại đang mạnh lên cực nhanh.
Cho anh em khỏi lùng bùng: Các cái tên như DeepSeek, Qwen, Kimi, GLM… giờ đã đủ tốt cho phần lớn nhu cầu thực tế: coding > research > content > AI agents > automation
và chi phí thì rẻ hơn hẳn, thời đại cạnh tranh khiến cho những thứ ban đầu thì đắt nhưng sau sẽ cực rẻ như thứ ACE dùng hàng ngày (commodity).
Dù mình ít khi viết bài, nhưng càng theo dõi thị trường này lâu, mình càng thấy: Cuộc chơi dài hạn luôn không phải là "ai khỏe nhất", mà là "ai sống dai nhất", với AI có thể sẽ không chỉ là "ai có model mạnh nhất" nữa, mà là
- ai có ecosystem tốt hơn
- ai onboard được user nhanh hơn
- ai build được network effect quanh AI agents
- ai tạo được economic structure bền vững khi AI dần trở thành commodity.
Đó là lý do mình theo dõi @AskVenice từ sớm, và đã hold $VVV từ trên 10u xuống dưới 1u mà không bán.
Giờ $VVV đã lên quanh 17u mà chưa thấy có nhịp giảm, và mình nghĩ mn mới chỉ bắt đầu nhìn vào narrative AI + crypto + agents... rồi tự hỏi "tại sao lại thế nhỉ, mình nên làm gì bây giờ nhỉ"
Điều mình học được sau nhiều chu kỳ là:
"Thị trường luôn thưởng lớn cho những người research trước khi narrative trở nên mainstream", cho nên đến khi mọi người cùng nói về một trend, thường thì phần easy money đã đi khá xa rồi.
Nên với mình, quan trọng không phải FOMO mua ngay một token nào đó, cũng như $VVV không phải là câu chuyện chính ở đây.
Mà là theo dõi sát những chuyển động lớn của thị trường (như bây giờ là của AI) từ sớm để khi cơ hội xuất hiện, mình không cần research lại từ đầu mới bắt đầu hành động.
Nếu ACE cũng đang theo dõi AI, crypto, hoặc tìm các hidden gem trước khi market định giá đúng, có thể follow mình, bio của mình thay đổi theo hướng mình bullish.
Mình sẽ tiếp tục share những thesis và trend mà mình thấy đáng chú ý trong giai đoạn "Tóc Vàng Hoe" đang làm loạn này.
Nước trong thì làm gì có cá, phải hôn 😗
#AI #trend #hiddengem
Venice($VVV)'s Ecosystem Map
1) Is the third AI boom coming to crypto?
2) Recently, the rise of $VVV has been anything but ordinary.
3) Undervalued $POD surged 10x after its connection with Venice emerged, leading the market to reprice its value.
4) Let’s take a look at the @AskVenice Ecosystem.
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Official Token
1️⃣ Venice AI $VVV (@AskVenice)
- @AskVenice's official token
- The team's steady buyback & burn
0xacfE6019Ed1A7Dc6f7B508C02d1b04ec88cC21bf
2️⃣ Diem $DIEM (@AskVenice)
- @AskVenice's official token for subscription
- 1 $DIEM = 1 token on @AskVenice's AI model
- Founder Jesse Proudman(@jesseproudman)’s 12 years of work experience at Blue Box, followed by an additional 2 years at @IBM after the company was acquired by IBM
0xF4d97F2da56e8c3098f3a8D538DB630A2606a024
Official Partnership
1️⃣ Strike Robot $SR (@StrikeRobot_ai)
- Agent of @virtuals_io
- Private-first Robotics Project on @base
0x10c56f005a379f8eafc88ff5c3f40d30f0031ac9
2️⃣ Dolphin $POD (@dphnAI)
- Partnership with @AskVenice in the AI Model 'Dolphin Mistral 24B Venice Edition'
- Dolphin Mistral 24B Venice Edition : uncensored LLM
- Co-Founder Eric Hartford(@QuixiAI)’s career history includes joining @Microsoft three times, working at @eBay for 2 years, and working at @intel for 1 year.
0xed664536023d8e4b1640c394777d34abaff1df8f
3️⃣ Warden Protocol $WARD (@wardenprotocol)
- Partnership with @AskVenice in the AI Agent Infra
- Founders Josh Goodbody(@JoshGoodbody), Luis Vaello Garcia and David Pinger’s career history at @Binance
0x6dc200b21894af4660b549b678ea8df22bf7cfac
4️⃣ Morpheus $MOR (@MorpheusAIs)
- At the time of its launch, @AskVenice was built atop the Morpheus Network
0x092bAaDB7DEf4C3981454dD9c0A0D7FF07bCFc86
5️⃣ Bonfires *$KNOW (@bonfiresai)
- Partnership with @AskVenice in the AI inference infra sector
- TGE : 2026 2Q
6️⃣ Hyperbolic (@hyperbolic_labs)
- Partnership with @AskVenice in the GPU sector
7️⃣ OpenRouter (@OpenRouter)
- Partnership with @AskVenice in the AI Model
- Founder Alex Atallah(@alexatallah), @opensea Co-Founder
- COO Chris Clark’s career history includes working at OpenAI for 10 years and 3 months
8️⃣ Fleek (@fleek)
- Partnership with @AskVenice in the privacy-first AI inference
Possibility of partnership
1️⃣ AntSeed *$ANTS (@AntSeedAI)
- VV Beta playbook
- @ErikVoorhees follows their @X
- @AskVenice supports their AI Model?
0xa87EE81b2C0Bc659307ca2D9ffdC38514DD85263
2️⃣ Hermes OS $HermesOS (@HermesOScloud)
- @AskVenice supports their AI Model?
- @ErikVoorhees showing interest in the company's model
- AI agent hosting infra that deploys Hermes Agent within 5 minutes
0x95ccfd2b81a9667b0cc979992632f98fc853eba3
3️⃣ Cyb3rwr3n $Cyb3rwr3n (@cyb3rwr3n)
- $VVV beta playbook
- TGE from community on @bankrbot
- @AskVenice's dev(just rumor) claims bankr fee
- @AskVenice's core members follows their @X
- Official @AskVenice Discord Server → Channel 'markets' → thread 'Cyb3rWr3n'
0x26e6e2e7a9289b6485c53cd498de510d3a8c8ba3
Competitors
1️⃣ Flock $FLOCK (@flock_io)
0x5aB3D4c385B400F3aBB49e80DE2fAF6a88A7B691
2️⃣ OpenGradient $OPG (@opengradient)
- Co-Founder Adam Balogh(@kukac24)’s 6 years of work experience at @PalantirTech
0xfbc2051ae2265686a469421b2c5a2d5462fbf5eb
************************************
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Hôm qua là "sa mạc khô cạn" $SAHARA @SaharaAI, hôm nay là "niềm tin vĩnh cửu vào con người" $H @Humanityprot
AE có biết dự án nào sau đó của những dev này ko để còn tránh?
@Humanityprot You choose to crime pump your token for weeks with zero fundamentals and think CT will blindly trust your story?
Disclose your active MM agreements with the HK entity first….
@CryptoTeluguO@opensea OMG, one of the very very first NFT marketplace... but we should've moved on long ago, especially when it showed its cards faced-up with sky-high swap fees in Season 1-2, even with no refund but Season 3,4... Master of Milking 🤣
I just broke down the anatomy of the perfect SOUL. md file for AI agents.
SOUL. md is the identity file every AI agent reads before it does anything else.
Without it, your agent is just a raw LLM with no memory, no personality, and no boundaries.
With it, your agent knows who it is, how to talk, what to refuse, and which tools to use.
Here are the 9 sections that make a SOUL. md actually work:
→ Identity (who the agent IS, not what it does)
→ Values (decision-making when rules don't cover it)
→ Communication Style (tone, length, formality)
→ Expertise (specific tools and domains, not vague "knows things")
→ Boundaries (the immune system. Holds even under pressure)
→ Workflow (step-by-step process for every task)
→ Tool Usage (WHEN and HOW, not just which ones exist)
→ Memory Policy (what persists, what gets wiped)
→ Example Interactions (one good example beats 10 abstract rules)
Most people write "Be helpful and professional."
That describes nothing. Every AI already tries to do that.
The agents that actually work have SOUL. md files with real opinions, specific limits, and concrete examples of what "good" looks like.
A strong SOUL. md is 200-500 words. Shorter = sharper agent.
Save this. You'll need it the moment you build your first agent.
@BetmanJoe@bread_ yes, hope they're coming up with something better
and btw, megaeth NFTs are not of my interest, as the overall NFTs are struggling now
MegaETH team has decided to sunset the Terminal, but I think:
- still one of the best incentive programs I've joined
- we took part, and we learned
- we saw the Good, the Bad, and the Ugly
- the team has always been transparent and listening like @bread_
- respect to the team for knowing when to move on
- sometimes the strongest move is to pivot
- way better than projects that keep farming users endlessly for years
- still a diamond in the rough
- honestly, this feels even more bullish on @megaeth
#gMEGA 🐰
After reviewing the Terminal data, we’ve decided to conclude the season early, and sunset our Terminal program.
The points distribution for Week 3 has gone out as normal and a snapshot has been taken of all user activity up to this point, which will be used in our final calculations. This decision did not come easy, but we believe this is what’s best to support our ecosystem.
Next week, we'll run a supplemental points distribution to thank all users who have been exploring and experimenting with the different apps throughout the program.
Eligible Terminal participants will receive a share of the rewards pool in USDM, based on the points accumulated to date as well as activity that supported Mega.
Early next week, we'll open a place on Terminal for one week so you can designate a wallet address to receive your rewards.
Terminal’s main features will be merged with Rabbithole, transitioning everything into one unified chain experience.
Thank you to everyone who has supported us this far. We can’t wait to show you what we have in store.
A note from Shuyao on what’s next:
@0xJonnyDee@bread_ You're right, timing is worth billions, and yes, they got hyped but market sentiment was not, let's see if team can sustain, they've got so far, and should've deserved more