Thread by @Shaughnessy119

Today I had the chance to read @Delphi_Digital's latest Crypto x AI report by @PonderingDurian

AI is the most powerful technology ever and Crypto is unstoppable programmatic money, together they create a new and better future

My favorite parts below 🧵

members.delphidigital.io/reports/deai-i…

"English is the hottest new programming language"

DeFi Summer brought 1000s of crypto experiments that created the DeFi blue chips

AI lowers the barriers app creation by 100x, and with Crypto for capital and incentives, will lead to an order of magnitude more agent experiments

Web2 companies have a hold on historical user data, Web Proofs could break this

With WebProofs, users can port their reputational and other data in a verified way.

Users can easily move their data to new apps, sell their data to train AI models and seamlessly move between apps

It's clear AI and Crypto can lead to millions of applications or agents

It's also clear 99% of AI Influencers will die

We need smarter AI Agents (new models, trained on specific data) and marketplaces to offer engaging new functionality and features for these bots to level up

We need networking and payments solved for AI Agents

When you ask a bot a question, all the nitty gritty behind the scenes of how your intent gets routed and executed

We need full blown infra like @AIWayfinder on networking and @NapthaAI for deploying and orchestrating agents

AI App stores will make it every easy for hobbyists around the world to monetize their creations with Crypto x AI

Not just crypto native folks, people want to monetize their custom GPT/AI's

@myshell_ai has 100 open source models powering apps on its AI app store. Worth checking

There are 3 Billion gamers around the world and AI agents will not only hand hold you through games and compete against you, but manage full blown economies within games

Imagine an agent controlling the entire in-game token economy for EVE or Roblox

Grab a mountain dew gamers

AI Agents can take part in, and create, prediction markets at will

Instead of one person, or a horrible DAO experience, AI Agents can go out there and crowdsource the best solutions for anything at scale with token incentives

Prediction markets -> Decision markets per PD

Artificial Finance or AiFi is upon us

I agree that AI Agents will create and manage economies, but we are quite a ways out

We need DeFi specific AI models to power it. This is very different from LLMs and why I'm so bullish on @PondGNN, @RPS_Labs @AlloraNetwork @Dither_Solana

Consensus was AI labs would beat Crypto x AI

Enter advances in Dec Training @NousResearch @PrimeIntellect and a speed run of Agents with increasing functionality @terminaloftruth -> @luna_virtuals -> @tokens_terminal -> @tee_hee_he

These experiments CANT happen at Web2 AI labs

Check out the full report here:

Check out all four parts, this is the last report in this extremely good series.

I'll note Delphi Ventures or I may own tokens or equity mentioned.members.delphidigital.io/reports/deai-i…