Teng's Thoughts

Teng's Thoughts

Home
Archive
About
My Crypto AI Thesis: Part I
Why we are still early to a massive underdog opportunity
Oct 12, 2024 • 
Teng Yan
4

August 2024

The Ultimate Crypto AI Primer
Painstakingly curated. But it's worth it
Aug 14, 2024 • 
Teng Yan
2

July 2024

Market Musings #3: The Road to $5,000+ ETH
I'm bullish, and here's why.
Jul 11, 2024 • 
Teng Yan
4
AI... no it's AO Computer
We finally have LLMs & AI models living directly on the blockchain
Jul 1, 2024 • 
Teng Yan
3
1

May 2024

Exponential AI Needs Crypto
Why open-source and decentralisation are essential for humanity's AI future
May 18, 2024 • 
Teng Yan
8

April 2024

Bittensor — Doomed?
Decentralised AI is extremely important but the path ahead for Bittensor is rocky
Apr 30, 2024 • 
Teng Yan
3
1
Market Musings #2: Conflict & Crypto
Geopolitical instability and tightening liquidity = more downside risks
Apr 15, 2024 • 
Teng Yan
2
1
Market Musings #1: King BTC & Memecoins
BTC will reach $100K before the end of 2024.
Apr 4, 2024 • 
Teng Yan
2

February 2024

Opening PANDORA's Box
404 is exciting: a seamless blend of fungible and non-fungible tokens
Feb 19, 2024 • 
Teng Yan
2
Solana vs Ethereum
Solana is our best bet to get to crypto's chatGPT moment
Feb 5, 2024 • 
Teng Yan
2
2

January 2024

Luxury Monkeys
Why the business of selling dreams and exclusivity is so huge. NFTs = digital luxury goods.
Jan 8, 2024 • 
Teng Yan

November 2023

CTRL-Altman-DEL: The Dawn of Decentralised AI
Bittensor could catch some tailwinds on this OpenAI debacle
Nov 20, 2023 • 
Teng Yan
5
1
© 2025 Teng Yan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture