# Crypto & DePIN 225 predictions

URL for any entry below: https://www.gregosuri.com/predictions/{theme}/{id}/
Markdown twin: append `index.md`.
This is a title index. Full quotes and citation details are in individual twins.

## crypto-depin — 225 statements, 2018–2026

Years: 2018 (7); 2019 (1); 2020 (11); 2021 (38); 2022 (69); 2023 (34); 2024 (41); 2025 (20); 2026 (4)

2018-03-02-2018-will-be-the-year-of-security-tokens-nnfq — 2018 will be the year of security tokens
2018-04-26-endorsement-loom-solana-solved-fundamental-scalabi-3tgz — Endorsement: Loom/Solana solved fundamental scalability and interoperability
2018-04-26-greg-is-an-early-excited-solana-loom-investor-4pjv — Greg is an early, excited Solana ("Loom") investor
2018-06-15-2018-is-blockchain-s-1996-98-no-killer-app-no-brow-eebq — 2018 is blockchain's 1996-98: no killer app, no browser yet
2018-06-15-blockchain-will-take-over-the-world-faster-than-th-eebq — Blockchain will take over the world faster than the web did
2018-08-31-the-unstoppable-web-xekn — The unstoppable web
2018-11-09-smart-contracts-on-ethereum-cost-13-000-mb-vs-25-o-pjbx — Smart contracts on Ethereum cost $13,000/MB vs \~$25 on Akash
2019-08-06-we-cracked-the-code-on-tokenized-business-models-uyqx — "We cracked the code" on tokenized business models
2020-01-12-bootstrap-the-marketplace-by-borrowing-from-the-fu-4ojj — Bootstrap the marketplace by "borrowing from the future"
2020-01-12-tokenized-open-source-software-is-the-third-open-s-4ojj — Tokenized open source software is the third open-source business model
2020-04-28-decentralized-apps-that-feel-centralized-ttu7 — Decentralized apps that feel centralized
2020-06-22-ibc-will-enable-stablecoin-payments-for-compute-n2sb — IBC will enable stablecoin payments for compute
2020-06-22-solana-smart-contracts-running-on-akash-paying-in-rifr — Solana smart contracts running on Akash, paying in AKT
2020-07-06-giving-away-5-of-the-network-to-developers-as-the-2slt — Giving away 5% of the network to developers as the bootstrap mechanism
2020-12-10-defi-front-ends-will-be-shut-down-akash-shifts-lia-oxic — DeFi front-ends will be shut down — Akash shifts liability to users
2020-12-10-ownerless-services-nodes-that-pay-for-their-own-ho-qque — "Ownerless services": nodes that pay for their own hosting
2020-12-10-stakers-will-take-20-of-hosting-fees-the-300b-math-yvbg — Stakers will take 20% of hosting fees — the $300B math
2020-12-16-compute-will-be-paid-for-in-stablecoins-not-volati-eace — Compute will be paid for in stablecoins, not volatile tokens
2020-12-20-websites-hosted-by-a-blockchain-network-at-mainnet-yqnc — Websites hosted by a blockchain network at mainnet 2
2021-01-19-pay-for-compute-with-any-token-the-end-state-7ovu — Pay for compute with any token — the end state
2021-01-20-pay-for-compute-with-any-token-the-end-state-ozyb — Pay for compute with any token — the end state
2021-01-21-ownerless-web-services-infrastructure-that-pays-fo-tmsp — Ownerless web services — infrastructure that pays for itself
2021-01-30-akash-will-be-the-first-chain-to-connect-to-the-co-7q7f — Akash will be the first chain to connect to the Cosmos Hub via IBC
2021-01-30-decentralized-protocols-will-converge-into-a-full-f45e — Decentralized protocols will converge into a full web stack
2021-02-08-cambrian-explosion-the-birth-of-a-new-cloud-cxbh — Cambrian explosion — the birth of a new cloud
2021-02-08-companies-seek-monopoly-networks-are-markets-7mqx — Companies seek monopoly; networks are markets
2021-02-08-decentralized-cloud-is-having-its-defi-moment-of-2-wn2e — Decentralized cloud is having its "DeFi moment of 2018" — big things in 2021
2021-02-08-ibc-is-data-transfer-not-token-transfer-it-will-ne-2wqp — IBC is data transfer, not token transfer — it will never stop
2021-02-19-ibc-stargate-is-a-paradigm-shift-in-how-blockchain-wbre — IBC/Stargate is a paradigm shift in how blockchains communicate
2021-03-16-inflation-subsidies-can-cut-cloud-costs-another-10-eggo — Inflation subsidies can cut cloud costs another 10x
2021-03-16-inflation-subsidies-can-cut-cloud-costs-another-10-v3pg — Inflation subsidies can cut cloud costs another 10x
2021-03-19-ownerless-services-no-human-should-control-a-web-s-gqdp — "Ownerless services": no human should control a web service
2021-03-24-cosmos-defi-breakout-within-four-to-six-months-a5fc — Cosmos DeFi breakout within four to six months
2021-03-24-ibc-is-the-tcp-ip-of-blockchains-o6cn — IBC is the TCP/IP of blockchains
2021-05-22-in-three-to-four-years-akash-becomes-a-network-tha-4bsy — In three to four years Akash becomes a network that powers 5G
2021-05-27-a-marketplace-of-decentralized-services-is-the-hol-eyf6 — A marketplace of decentralized services is the holy grail
2021-06-09-from-password-based-accounts-to-wallet-first-syste-bmtu — From password-based accounts to wallet-first systems
2021-06-09-open-marketplaces-will-be-the-defining-theme-of-we-vwj3 — Open marketplaces will be the defining theme of web3
2021-06-16-70-of-blockchain-nodes-run-on-amazon-keys-on-box-4ln6 — \~70% of blockchain nodes run on Amazon, keys on-box
2021-06-26-17-week-over-week-deployment-growth-three-months-i-3lzw — 17% week-over-week deployment growth three months in
2021-06-26-a-self-serving-fiat-free-cloud-economy-is-live-ul5n — A self-serving, fiat-free cloud economy is live
2021-06-26-dexes-are-the-most-efficient-liquidity-mechanism-i-mlta — DEXes are the most efficient liquidity mechanism in crypto
2021-06-26-interchain-defi-will-take-off-once-usdc-arrives-of25 — Interchain DeFi will take off once USDC arrives
2021-06-26-osmosis-ends-the-liquidity-vs-usability-trade-off-7tdf — Osmosis ends the liquidity-vs-usability trade-off for appchains
2021-06-26-ust-on-osmosis-will-enable-stable-currency-payment-u3mv — UST on Osmosis will enable stable-currency payments for Akash
2021-06-27-defi-s-adorable-cognitive-dissonance-uniswap-runs-75jf — DeFi's "adorable" cognitive dissonance — Uniswap runs on Amazon and Cloudflare
2021-06-27-regulators-will-come-for-defi-frontends-registered-hc24 — Regulators will come for DeFi frontends registered in founders' names
2021-07-14-ibc-will-be-adopted-far-beyond-cosmos-savl — IBC will be adopted far beyond Cosmos
2021-07-14-the-ultimate-interoperable-future-services-paying-abaa — The ultimate interoperable future: services paying for compute in their own tokens
2021-07-15-bezos-could-shut-down-ethereum-tyra — Bezos could shut down Ethereum
2021-07-15-helping-solana-scale-from-1-000-to-10-000-validato-2s46 — Helping Solana scale from 1,000 to 10,000 validators
2021-07-15-network-revenue-will-eventually-exceed-staking-rew-zvne — Network revenue will eventually exceed staking rewards
2021-08-11-a-cambrian-explosion-of-experiences-in-3-4-years-uglx — A Cambrian explosion of experiences in 3–4 years
2021-08-11-personal-decentralization-as-a-coming-trend-uglx — Personal decentralization as a coming trend
2021-08-11-web3-will-replace-web2-no-matter-what-uglx — Web3 will replace Web2 no matter what
2021-10-12-akash-is-perfect-for-daos-aiqi — Akash is perfect for DAOs
2021-10-12-permissionless-composability-applied-to-compute-wi-vxpu — Permissionless composability applied to compute will produce unimaginable apps
2022-01-05-data-services-for-daos-are-the-future-ug2g — Data services for DAOs are the future
2022-01-10-a-stable-token-is-key-to-adoption-akt-to-turn-defl-agnv — A stable token is key to adoption; AKT to turn deflationary
2022-01-13-daos-owning-physical-infrastructure-through-self-r-md3l — DAOs owning physical infrastructure through self-repaying AKT loans
2022-01-13-defi-will-shift-liability-from-the-corporate-to-th-ipqi — DeFi will shift liability "from the corporate to the common" — censorship is already starting
2022-01-13-shared-state-chains-work-until-a-scalability-thres-tzxe — Shared-state chains work until a scalability threshold forces sovereignty
2022-02-17-cosmos-wins-slowly-on-tech-and-community-rrx5 — Cosmos wins slowly, on tech and community
2022-02-17-not-a-fan-of-shared-security-the-hub-s-value-is-li-7pxl — Not a fan of shared security; the Hub's value is liquidity and service discovery
2022-04-24-akt-as-reserve-currency-of-a-1-1t-cloud-economy-vwrm — AKT as reserve currency of a $1.1T cloud economy
2022-04-24-authorized-spend-unlocks-credit-card-payments-on-a-q3go — Authorized spend unlocks credit-card payments on Akash
2022-04-24-stablecoin-minted-only-by-burning-akt-lt72 — Stablecoin minted only by burning AKT
2022-04-24-stablecoin-settlement-minted-by-burning-akt-jjxz — Stablecoin settlement minted by burning AKT
2022-04-24-usage-today-will-look-flat-versus-a-year-out-5v3x — Usage today will look flat versus a year out
2022-06-16-a-deliberately-hobbled-akt-stablecoin-designed-aga-c5zs — A deliberately hobbled AKT stablecoin, designed against death spirals
2022-06-22-chia-plotting-on-akash-10-cents-vs-40-cents-on-clo-fhg7 — Chia plotting on Akash: 10 cents vs 40 cents on cloud; AKT spend doubled in a week
2022-06-22-first-lp-on-osmosis-never-sold-an-osmo-nvbj — First LP on Osmosis, never sold an OSMO
2022-06-28-proof-of-stake-networks-are-communal-organisms-tha-ci6n — Proof-of-stake networks are communal organisms that resist takeover
2022-06-28-proof-of-stake-networks-are-communal-organisms-tha-hffd — Proof-of-stake networks are communal organisms that resist takeover
2022-06-29-bear-market-costs-drive-validators-to-decentralize-74aq — Bear-market costs drive validators to decentralized cloud
2022-07-01-one-chain-fits-all-is-dead-ibc-style-interoperabil-qngi — One chain fits all is dead; IBC-style interoperability is the way
2022-07-01-the-bear-market-is-a-build-market-next-bull-will-b-oh7t — The bear market is a build market — next bull will be a different world
2022-07-14-juno-users-will-deploy-to-akash-without-realizing-jfyb — Juno users will deploy to Akash without realizing it
2022-07-14-staking-400-akt-gets-you-a-free-server-every-month-nja2 — Staking 400 AKT gets you a free server every month
2022-07-14-the-future-is-inter-chain-jcfd — The future is inter-chain
2022-07-20-burn-mint-s-fatal-flaw-is-downturn-reconciliation-s25f — Burn-mint's fatal flaw is downturn reconciliation
2022-07-20-pegged-rate-settlement-with-validators-as-oracles-kpbc — Pegged-rate settlement with validators as oracles
2022-07-21-cosmos-will-go-way-beyond-ethereum-once-integratio-zlyp — Cosmos will go way beyond Ethereum once integration standards are solved
2022-07-21-the-interchain-experience-will-be-owned-by-cosmos-afco — The interchain experience will be owned by Cosmos
2022-07-23-akash-helium-solana-in-tandem-within-a-year-2zmv — Akash + Helium + Solana in tandem within a year
2022-07-28-incentives-should-come-after-product-market-fit-or-oukv — Incentives should come after product-market fit, or supply outstrips demand
2022-07-28-web3-must-decouple-from-finance-and-showcase-infra-7dj4 — Web3 must decouple from finance and showcase infrastructure
2022-08-03-no-single-party-profits-value-accrues-to-the-token-5deb — No single party profits — value accrues to the token
2022-08-04-bear-market-thesis-less-noise-more-signal-tlfl — Bear market thesis: less noise, more signal
2022-08-04-bridges-have-to-burn-ibc-takes-center-stage-ew5x — Bridges have to burn; IBC takes center stage
2022-08-04-defi-stood-where-cefi-failed-and-will-get-very-str-jflt — DeFi stood where CeFi failed — and will get very strong
2022-08-04-stable-settlement-coming-to-akt-within-months-6nps — Stable settlement coming to AKT within months
2022-08-06-take-income-is-blocked-by-regulation-not-engineeri-lgsz — Take income is blocked by regulation, not engineering
2022-08-12-privacy-tech-will-be-the-battleground-of-the-next-vr52 — Privacy tech will be the battleground of the next two years
2022-08-12-save-incentives-for-growth-don-t-incentivize-produ-whol — Save incentives for growth — don't incentivize product-market fit
2022-08-12-usdc-will-be-kyc-d-within-two-years-crypto-splits-2m53 — USDC will be KYC'd within two years; crypto splits into two worlds
2022-08-14-a-pos-chain-is-only-as-secure-as-its-market-cap-h7qr — A PoS chain is only as secure as its market cap
2022-08-14-akash-is-just-a-coordination-protocol-safer-by-des-xz5y — Akash is just a coordination protocol — safer by design
2022-08-14-relayers-are-structurally-safer-than-bridges-lq6b — Relayers are structurally safer than bridges
2022-08-25-infrastructure-airdrops-are-coming-4msg — Infrastructure airdrops are coming
2022-09-01-nakamoto-coefficient-needs-improvement-delegate-to-owi4 — Nakamoto coefficient needs improvement — delegate to smaller validators
2022-09-01-proof-of-stake-protocols-will-follow-chia-to-akash-mh7j — Proof-of-stake protocols will follow Chia to Akash
2022-09-08-95-cheaper-than-traditional-cloud-1-000-1-500-prov-guwl — 95% cheaper than traditional cloud; 1,000-1,500 providers coming soon
2022-09-08-don-t-incentivize-before-product-market-fit-xemu — Don't incentivize before product-market fit
2022-09-13-fiat-payments-still-root-down-to-akt-3y2y — Fiat payments still root down to AKT
2022-09-22-the-merge-validates-akash-s-early-bets-on-pos-cosm-j2cz — The Merge validates Akash's early bets on PoS, Cosmos, Kubernetes
2022-09-26-incentivizing-pre-product-market-fit-ruins-the-dat-3to4 — Incentivizing pre-product-market-fit ruins the data
2022-09-26-on-chain-incentives-will-open-a-new-era-for-akash-dk3n — On-chain incentives will open a new era for Akash
2022-09-29-web3-s-base-layer-is-under-assault-need-self-sover-mqz6 — Web3's base layer is under assault; need self-sovereign RPC
2022-10-04-50-of-the-global-1000-on-blockchain-crypto-by-2027-235g — 50% of the Global 1000 on blockchain/crypto by 2027
2022-10-04-akt-price-is-a-security-function-not-an-investment-xflo — AKT price is a security function, not an investment
2022-10-04-crypto-node-concentration-on-big-cloud-is-a-system-vghc — Crypto-node concentration on Big Cloud is a systemic risk
2022-10-04-enterprise-churn-comes-from-missing-web3-native-no-ppl5 — Enterprise churn comes from missing web3-native, non-custodial infrastructure
2022-10-04-from-20-to-80-cosmos-penetration-within-12-months-77g5 — From 20% to 80% Cosmos penetration within 12 months; DoD and drug-design users
2022-10-04-walmart-s-10-000-edge-data-centers-jnsi — Walmart's 10,000 edge data centers
2022-10-06-smart-contracts-will-own-deployments-no-humans-in-b3ez — Smart contracts will own deployments — no humans in the middle
2022-10-20-fortune-50s-are-building-web3-teams-bear-market-is-ofsw — Fortune 50s are building web3 teams; bear market is good for Akash
2022-10-20-the-next-bull-run-will-be-mainstream-adoption-asxx — The next bull run will be mainstream adoption
2022-11-03-usdc-payments-with-a-20-take-fee-that-buys-and-bur-sve3 — USDC payments with a \~20% take-fee that buys and burns AKT
2022-11-11-a-cloud-hosted-blockchain-is-a-disruption-waiting-cvuv — A cloud-hosted blockchain is a disruption waiting to happen
2022-11-11-a-dao-could-fund-gpu-data-centers-that-pay-back-in-aec3 — A DAO could fund GPU data centers that pay back in months
2022-11-11-enterprise-adoption-will-catalyze-the-next-bull-ru-xhjo — Enterprise adoption will catalyze the next bull run
2022-11-11-node-hosting-coming-with-a-bang-gpus-next-n7n5 — Node hosting "coming with a bang," GPUs next
2022-11-17-enterprise-demand-deals-within-6-12-months-2vwz — Enterprise demand deals within 6-12 months
2022-12-01-cosmos-ibc-interoperability-will-take-center-stage-5ajd — Cosmos IBC interoperability will take center stage
2022-12-05-development-should-be-financed-by-the-chain-not-th-yunw — Development should be financed by the chain, not the company
2023-01-13-composability-and-shared-security-get-solved-in-20-7s5h — Composability and shared security get solved in 2023; ATOM top 10 "easy"
2023-01-13-usdc-stable-settlement-with-an-akt-take-and-burn-t-g7w4 — USDC stable settlement with an AKT take-and-burn tax
2023-02-01-a-fully-verifiable-on-chain-world-within-one-to-tw-bmg5 — A fully verifiable on-chain world within one to two years
2023-02-01-cross-chain-dao-deployments-on-akash-within-six-mo-nlcl — Cross-chain DAO deployments on Akash within six months
2023-02-01-crypto-s-access-and-base-layers-are-not-decentrali-pf4a — Crypto's access and base layers are not decentralized
2023-02-01-daos-owning-deployments-eliminates-the-human-attac-tygi — DAOs owning deployments eliminates the human attack vector
2023-02-01-us-military-embraced-secret-network-and-akash-with-4hln — US military embraced Secret Network and Akash within 30 days of the ban
2023-02-18-bull-market-returns-in-2025-yuxf — Bull market returns in 2025
2023-02-18-the-next-narrative-is-real-yield-q7qy — The next narrative is "real yield"
2023-02-18-there-is-no-decentralization-without-open-source-b5h2 — There is no decentralization without open source
2023-02-25-letting-akash-borrow-security-from-bitcoin-ngzr — Letting Akash borrow security from Bitcoin
2023-02-25-studio-driven-chains-risk-losing-decentralization-k7nr — Studio-driven chains risk losing decentralization
2023-03-30-about-30-of-cosmos-runs-on-akash-pjh2 — About 30% of Cosmos runs on Akash
2023-03-30-incentives-only-after-product-market-fit-wfjx — Incentives only after product-market fit
2023-05-17-gpu-protectionism-and-kyc-are-coming-but-the-proto-2t3f — GPU protectionism and KYC are coming — but the protocol stays permissionless
2023-06-10-ai-will-catch-a-market-rally-in-the-next-1-2-years-qw6z — AI will catch a market rally in the next 1-2 years
2023-06-10-not-hard-to-see-a-100x-bdl6 — Not hard to see a 100x
2023-09-06-crypto-is-the-sustainability-layer-for-open-source-y7l5 — Crypto is the sustainability layer for open source
2023-09-25-bringing-ai-to-crypto-is-imperative-not-optional-adn4 — Bringing AI to crypto is imperative, not optional
2023-09-25-crypto-sources-supply-ai-sources-demand-that-s-the-adn4 — Crypto sources supply, AI sources demand — that's the marriage
2023-09-28-akash-incentives-can-sustain-1-000-1-500-idle-a100-bqhh — Akash incentives can sustain 1,000–1,500 idle A100s
2023-09-28-seamless-crypto-ux-will-arrive-like-tcp-ip-won-net-6exe — Seamless crypto UX will arrive like TCP/IP won networking
2023-09-29-cosmos-style-sovereign-chains-will-surpass-ethereu-63ky — Cosmos-style sovereign chains will surpass Ethereum in 5-10 years
2023-09-29-evm-insecurity-is-the-root-of-crypto-s-exploits-wyum — EVM insecurity is the root of crypto's exploits
2023-09-29-without-non-crypto-use-cases-crypto-will-not-make-cvtl — Without non-crypto use cases, crypto "will not make it"
2023-10-26-app-chain-regret-use-shared-chains-first-scale-to-sjdh — App-chain regret: use shared chains first, scale to sovereignty later
2023-12-11-crypto-saves-ai-web3-gives-ai-its-rails-t6ni — Crypto saves AI; Web3 gives AI its rails
2023-12-11-gpu-leases-as-tradable-nfts-a-futures-market-for-c-t6ni — GPU leases as tradable NFTs — a futures market for compute
2023-12-18-akash-makes-more-in-fees-than-ripple-dogecoin-card-54w4 — Akash makes more in fees than Ripple, Dogecoin, Cardano
2023-12-18-depins-over-incentivized-supply-and-under-optimize-pcsa — DePINs over-incentivized supply and under-optimized demand
2023-12-19-akash-out-earns-graph-helium-and-livepeer-combined-anzn — Akash out-earns Graph, Helium, and Livepeer combined — pre-incentives
2023-12-19-progressive-decentralization-is-a-fallacy-xqzg — Progressive decentralization is a fallacy
2023-12-19-the-depin-incentivize-supply-first-thesis-is-false-nlb2 — The DePIN "incentivize supply first" thesis is false
2023-12-19-ultimate-vision-bitcoin-secures-akash-zudd — Ultimate vision: Bitcoin secures Akash
2024-01-09-300m-in-on-chain-incentives-to-bootstrap-gpu-suppl-wnqg — $300M in on-chain incentives to bootstrap GPU supply, pilot Q1 2024
2024-01-09-validate-demand-before-incentivizing-supply-or-inc-xkfa — Validate demand before incentivizing supply, or incentives lead to waste
2024-01-16-crypto-is-incentive-on-steroids-bfpp — Crypto is incentive on steroids
2024-01-16-post-etf-fundamentals-will-reprice-crypto-bfpp — Post-ETF, fundamentals will reprice crypto
2024-01-16-tokenized-open-source-a-sustainability-model-the-w-bfpp — Tokenized open source — a sustainability model the world has never seen
2024-02-14-blockchains-create-permanent-systems-that-outlive-klnh — Blockchains create permanent systems that outlive their creators
2024-02-14-crypto-is-saving-ai-an-a100-for-1-10-on-akash-klnh — "Crypto is saving AI" — an A100 for $1.10 on Akash
2024-02-14-crypto-is-the-only-sustainable-model-for-open-sour-klnh — Crypto is the only sustainable model for open-source infrastructure
2024-02-14-scam-heuristics-investor-facing-sites-buzzwords-cl-klnh — Scam heuristics: investor-facing sites, buzzwords, closed source
2024-03-19-helium-paid-him-500k-for-a-300-box-why-akash-is-pr-3c7c — Helium paid him \~$500k for a $300 box — why Akash is pre-incentives
2024-03-27-ai-needs-crypto-more-than-crypto-needs-ai-ygr4 — AI needs crypto more than crypto needs AI
2024-03-30-open-systems-don-t-need-token-mergers-xaoo — Open systems don't need token mergers
2024-05-20-the-unbanked-billion-will-be-akash-s-next-users-5bup — The unbanked billion will be Akash's next users
2024-06-09-ip-addresses-are-scarcer-than-gold-an-ip-coin-some-ha5w — IP addresses are scarcer than gold — an "IP coin" someday
2024-06-09-self-regulate-or-the-regulators-will-bibi — Self-regulate or the regulators will
2024-06-13-bitcoin-should-be-the-mother-chain-securing-akash-snyw — Bitcoin should be the mother chain securing Akash
2024-06-14-tokenized-open-source-will-be-the-third-open-sourc-yeu6 — Tokenized open source will be the third open source business model
2024-06-18-ai-is-the-killer-use-case-for-crypto-6evb — AI is the killer use case for crypto
2024-06-18-washington-policymakers-already-know-akash-as-depi-6evb — Washington policymakers already know Akash as DePIN-meets-AI
2024-07-17-does-open-source-agi-need-a-token-not-yet-but-bitt-ajq2 — Does open-source AGI need a token? "Not yet" — but Bittensor's emissions fund open AI
2024-07-22-akash-saw-the-gpu-era-coming-in-its-2018-whitepape-nruq — Akash saw the GPU era coming in its 2018 whitepaper
2024-07-22-no-incentives-without-verification-io-net-as-the-c-usra — No incentives without verification — io.net as the cautionary tale
2024-08-02-block-rewards-will-buy-the-network-properties-you-ryon — Block rewards will buy the network properties you want, Helium-style
2024-09-10-crypto-onboarding-loses-95-of-would-be-akash-users-ctcy — Crypto onboarding loses 95% of would-be Akash users
2024-09-18-long-term-bitcoin-thesis-hedge-against-runaway-inf-aeyh — Long-term Bitcoin thesis: hedge against runaway inflation
2024-09-26-depin-will-put-crypto-center-stage-beyond-defi-nyjp — DePIN will put crypto center stage beyond DeFi
2024-09-26-on-device-keys-would-change-the-game-forever-sav4 — On-device keys would change the game forever
2024-09-30-long-term-bitcoin-thesis-hedge-against-runaway-inf-zohz — Long-term Bitcoin thesis: hedge against runaway inflation
2024-10-01-don-t-pay-dollar-priced-hardware-in-volatile-token-m5pq — Don't pay dollar-priced hardware in volatile tokens
2024-10-01-incentives-without-verification-get-you-sybil-atta-cqni — Incentives without verification get you Sybil-attacked to death
2024-10-02-akash-at-50-utilization-while-rival-gpu-networks-s-tra3 — Akash at \~50% utilization while rival GPU networks sit under 1%
2024-10-15-governance-stake-should-be-participation-not-capit-fnjs — Governance stake should be participation, not capital
2024-10-24-akash-four-years-live-zero-unplanned-outages-order-clti — Akash: four years live, zero unplanned outages, order-of-magnitude yearly growth
2024-11-09-fractionalized-model-ownership-will-kick-start-a-r-adxs — Fractionalized model ownership will kick-start a revolution
2024-11-19-babylon-turns-bitcoin-from-a-money-chain-into-an-a-ptuf — Babylon turns Bitcoin from a money chain into an application-powering chain
2024-11-19-bitcoin-security-so-akash-can-withstand-a-nation-s-7xxn — Bitcoin security so Akash can withstand a nation-state attack
2024-11-25-akash-revenue-up-1700-yoy-since-gpus-launched-57yo — Akash revenue up 1700% YoY since GPUs launched
2024-11-25-depin-is-the-savior-of-crypto-and-will-dominate-th-wd5e — DePIN is the savior of crypto and will dominate the conversation
2024-11-26-bitcoin-at-200-000-a-year-from-now-xm7o — Bitcoin at $200,000 a year from now
2024-11-26-decentralization-s-spectrum-begins-with-open-sourc-nqbm — Decentralization's spectrum begins with open source and ends with energy sourcing
2024-12-18-akash-created-the-depin-category-1700-yoy-growth-6j25 — Akash created the DePIN category; 1700% YoY growth
2025-01-31-tokenized-model-ownership-with-royalties-4skz — Tokenized model ownership with royalties
2025-03-02-borrowing-security-from-bitcoin-lb2s — Borrowing security from Bitcoin
2025-03-02-studio-driven-chains-risk-losing-decentralization-t74k — Studio-driven chains risk losing decentralization
2025-04-02-depin-plus-defi-creates-new-financial-assets-to-fu-ozyi — DePIN plus DeFi creates new financial assets to fund home compute
2025-04-18-a-peer-to-peer-marketplace-is-the-only-way-to-get-drgb — A peer-to-peer marketplace is the only way to get chips
2025-06-24-starbonds-fractional-on-chain-ownership-of-ai-infr-vrhp — Starbonds: fractional on-chain ownership of AI infrastructure
2025-06-27-akash-vs-render-permissionless-and-on-chain-vs-clo-7vwi — Akash vs Render: permissionless and on-chain vs closed and off-chain
2025-06-27-starbonds-are-capital-democratization-for-compute-q76c — Starbonds are capital democratization for compute
2025-07-01-star-bonds-fractional-on-chain-ownership-of-comput-gvgy — Star Bonds: fractional on-chain ownership of compute
2025-07-01-starbonds-fractional-on-chain-ownership-of-ai-infr-l57b — Starbonds: fractional on-chain ownership of AI infrastructure with up to 6.4x ROI
2025-07-01-starbonds-nft-rack-ownership-paying-on-chain-ai-re-hf4d — Starbonds: NFT rack ownership paying on-chain AI revenue
2025-07-01-up-to-6-4x-roi-36-7-44-8-irr-tiers-75m-first-issua-77hh — Up to 6.4x ROI; 36.7-44.8% IRR tiers; $75M first issuance
2025-08-02-compute-for-token-model-guarantees-future-inferenc-glxu — Compute-for-token model guarantees future inference revenue
2025-08-02-enormous-money-in-decentralized-ai-in-the-next-1-2-ywge — Enormous money in decentralized AI in the next 1-2 years; Gensyn trains 10,000 models
2025-10-10-decentralize-what-is-abundant-and-idle-75iy — Decentralize what is abundant and idle
2025-10-10-tokens-are-rocket-fuel-not-cruise-fuel-yq5m — Tokens are rocket fuel, not cruise fuel
2025-10-20-a-blockchain-without-decentralization-is-just-a-re-m5ch — A blockchain without decentralization "is just a really bad database"
2025-10-20-sovereign-chain-economics-are-unsustainable-withou-b47q — Sovereign-chain economics are unsustainable without massive volume
2025-10-20-staking-will-evolve-from-security-to-direct-exposu-2vin — Staking will evolve from security to direct exposure to AI compute
2025-12-03-the-cosmos-model-failed-sovereignty-before-product-cwl6 — The Cosmos model failed: sovereignty before product-market fit
2026-03-28-ai-crypto-convergence-forced-by-energy-and-privacy-7zc2 — AI-crypto convergence forced by energy and privacy crises
2026-03-28-meme-coins-are-done-for-fundamentals-lead-the-reco-vlpq — Meme coins are done for; fundamentals lead the recovery
2026-04-23-only-1-2-of-gpus-on-incentive-driven-depin-network-bwdn — Only 1-2% of GPUs on incentive-driven DePIN networks are real
2026-04-23-stablecoins-become-de-facto-lopt — Stablecoins become de facto