They say we're early. But what if "early" means standing at the foot of a $60 billion wave most haven't even spotted? Crypto and AI are converging, forging a new reality from seemingly opposite forces. Today, we decode the essential mental models that separate real signal from deafening noise in this explosive intersection. We reveal why tokens are the rocket fuel for this new era, and how the critical Utility-Attention-Trust triangle dictates who wins and who vanishes. This is the very infrastructure of tomorrow being built, block by block, algorithm by algorithm. Join us as we track the giants emerging from the digital frontier. Full research at chainofthought.xyz.
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9:45
The Great AI Bottleneck is Data
The AI revolution confronts a stark reality: the well of high-quality public data is nearly dry. As model sophistication soars, truly valuable information becomes a premium, elusive asset. But what if the most critical data remains untapped, locked away or awaiting creation? This is where crypto-networks are innovating. Platforms like Grass deploy decentralized scraping, Vana empowers user-owned data sharing, and Dria generates synthetic datasets. Leveraging tokens for incentives and blockchains for provenance, these systems are building a new data frontier. Explore with us how this nascent economy will shape the future of AI.Full research at chainofthought.xyz.
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16:10
Spheron: Sovereign AI Agents & Compute
When Agents Dream of PowerThey can reason. They can plan. They can write proposals and predict outcomes better than most humans. But when an AI agent wants to act—spin up compute, move funds, scale its own operations—it hits a wall. No wallet. No keys. No access.This week, we explore Spheron, the decentralized infrastructure project giving agents real-world autonomy. From programmable GPUs and on-chain escrows to the eerie logic of agent “breeding,” Spheron is building the rails for an AI economy where humans aren’t required.What happens when agents become buyers, operators, governors, and maybe even parents?The future is autonomous, and it’s already waking up.Join us as we follow the path from sandbox toys to sovereign machines.Full research: https://chainofthought.xyz/p/openledger-scaling-attributable-payable-intelligence
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15:27
State of the Swarm (I): AI Agents & Swarm Economies
Picture a world where millions of AI agents roam the digital frontier—negotiating deals, allocating capital, and making real decisions without human oversight. A world stitched together not by monoliths, but by swarms: fast, decentralized, unstoppable.In this episode, we crack open the next phase of AI: autonomous agent economies. From the lessons of ancient Silk Road bazaars to the emergence of crypto-powered AI swarms, we explore how wallets, smart contracts, and DeFi protocols are transforming agents from simple tools into full-blown economic actors.This is the new frontier: open, chaotic, rich with opportunity. And it’s unfolding faster than anyone expected.Full research at chainofthought.xyz.Join us as we map the coming swarm.
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12:15
Frodobots: The Robots are Coming
Ten trillion dollars of opportunity. And robots are stuck in the lab. What if solving robotics wasn’t about billion-dollar humanoids… but sidewalk bots controlled like a real-life Mario Kart?Join us as we explore how FrodoBots turned urban streets into data farms, turned gamers into AI teachers, and kicked off a wild experiment called BitRobot—where every robot has a passport, every action earns crypto, and the real world becomes programmable.You’ll hear about Earth Rovers, cage-fighting bots, memecoin-fueled AI agents, and the crypto incentives reengineering how machines learn to move.🔥 The machines are waking up. Full essay at https://chainofthought.xyz/p/the-robot-are-coming-frodobots
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Trusted by top investors, builders, and traders, we break down the trends shaping the future and the opportunities hidden in plain sight. New episodes weekly
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