Archive - Teng's Thoughts

Exponential AI Needs Crypto

Why open-source and decentralisation are essential for humanity's AI future

May 18, 2024 •

CTRL-Altman-DEL: The Dawn of Decentralised AI

Bittensor could catch some tailwinds on this OpenAI debacle

Nov 20, 2023 •

Bittensor — Doomed?

Decentralised AI is extremely important but the path ahead for Bittensor is rocky

Apr 30, 2024 •

What's Next for PFPs?

Now that the speculative mania has subsided, where do Bored Apes, Doodles, Azukis and other PFPs go from here?

Sep 16, 2022 •

My (Short) Web3 Gaming Thesis

Are we building Toyota Camrys, or Spaceships?

Nov 3, 2023 •

My Market Outlook for 2023 (NFTs)

Liquid NFTs are an intriguing opportunity. The winners will be massive, beyond our imagination.

Jan 12, 2023 •

My Crypto AI Thesis: Part I

Why we are still early to a massive underdog opportunity

Oct 12, 2024 •

Solana vs Ethereum

Solana is our best bet to get to crypto's chatGPT moment

Feb 5, 2024 •

Opening PANDORA's Box

404 is exciting: a seamless blend of fungible and non-fungible tokens

Feb 19, 2024 •

AI... no it's AO Computer

We finally have LLMs & AI models living directly on the blockchain

Jul 1, 2024 •

Market Musings #3: The Road to $5,000+ ETH

I'm bullish, and here's why.

Jul 11, 2024 •

The Ultimate Crypto AI Primer

Painstakingly curated. But it's worth it

Aug 14, 2024 •

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