Teng Yan · Chain of Thought AI
@tengyanAI
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Used to prescribe antibiotics, now I prescribe AI hot takes. Building @cot_research + @theagentangle (10k+ subs). Ex-doctor turned researcher. Join me 👇
Joined August 2020
Crypto AI is a $200B+ market opportunity in the making. But to truly seize it, you need the right knowledge—more than other crypto sub-sectors. So, I've put together the Ultimate Crypto AI Primer 👑. A painstakingly curated list of essential readings and resources. Spend just
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If you still think AI is just about bigger models, read this. Our Decentralized AI Canon will rewrite how we think about the entire system. Read the full thesis 👇
We’ve spent the past year mapping how AI turns into an economy. The result: The Decentralized AI Canon. Our 7 theses that define how intelligence becomes an economy. We cover: - The AI Verification Stack - The Machine Economy Thesis - Decentralized Training - The Open Compute
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I'm keeping a close eye on ERC-8004. Feels very important
LIVE NOW: AI Agents can discover and trust each other without a central intermediary. This lays the foundation for open agent economies. ERC-8004 v1, co-authored with @DavideCrapis (@Ethereumfndn), @Jordan0Ellis (@Google) and - welcome Erik! - @programmer (@Coinbase) is now
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world models are the most mind-bending thing i’ve seen this year. they've gotten THAT good. and yet everyone’s still stuck benchmarking LLMs on math problems, PhD-level questions etc. wrong frontier, folks. the real race is to teach machines how the world actually works.
DecartXR: AI meets XR "welcome to the Oasis" 🥽 An open-source app that lets you transform your world in real time, just by speaking. A new way to create, build, and imagine — live. See below how to build with this tech (and a demo on Meta Quest or web) 👇🏻
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With the new apps in chatGPT feature, I see direct parallels to how WeChat built its empire. WeChat mini programs means the user literally has no need to install any other app on their phone. everything can be done inside wechat (food delivery, taxi, payments etc). WeChat
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Bagel keeps pushing at the frontiers. 🫡 Decentralized training of a diffusion model with an order of magnitude improvement in efficiency compared to current approaches.
Introducing Paris - world's first decentralized trained open-weight diffusion model. We named it Paris after the city that has always been a refuge for those creating without permission. Paris is open for research and commercial use.
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Hey, appreciate your thoughtful questions, it looks like you’re just getting to know @GoKiteAI , so let me give you a quick rundown 👇 Q1: Technical foundation of the Agentic Payment infrastructure We’ve covered this in detail across several explainers and in @MessariCrypto /
This looks like a really good one to participate in but looking at the current state of infoFi / Creators events and the play behind hiding revenues for creator as a form of security, I’d love to ask a couple questions: - What’s the technical foundation of the Agentic Payment
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we all know the real gigachad is @rektdiomedes
6 More Gigachad Brypto Accounts To Follow ... - @tengyanAI - genius crypto/AI expert (formerly 0xPrismatic, so make sure you're following his new account if you remember him from that!) - @StayRoamer - great info on perps dex meta, airdrops, etc - @Degenerate_DeFi - hardcore
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bro it only costs $20 for a chatGPT account + deep research. saves you 99.99% on the consultancy fees
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people don't yet get it but having good taste is EVERYTHING in today's AI world. it's the ultimate moat for us as a human. E.g: flashy website with lots of buzzwords and slick design elements makes me feel like you're actually trying to make up for something you lack
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have been busy planning my wedding and i have to say the wedding industry wants to take your money as much as any grifter in finance/crypto they just do it in a nicer way and smile more lol
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You don’t find alpha on stage. You find it in the hallway chats and side gigs. My key takeaways from T2049: - Stablecoins, stablecoins, stablecoins. It's clear to me that blockchain and stablecoins will be the rails for AI agents to operate. Human-to-human payments are
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You don’t find alpha on stage. You find it in the hallway chats and side gigs. My key takeaways from T2049: - Stablecoins, stablecoins, stablecoins. It's clear to me that blockchain and stablecoins will be the rails for AI agents to operate. Human-to-human payments are
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love seeing all the insane price targets on BTC, ETH, SOL, HYPE etc floating around. bcos that's the only way we're going to breakout higher. mental masturbation for everyone.
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TAO times is the only way I can really keep track of all that's going on in Bittensor land (so much).
The Great Lock in of Q4 is here which means @taotimesdotai is back in full-swing. Every week I spend several hours sifting through 128 discord channels, twitter threads, podcasts, telegram chats, and speak with builders, investors, & community members... The result is TAO
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VCs put $192B into AI startups this year. am a small contributor to this Let's see how much value comes back in 5 - 10 years. $1 trillion? $5 trillion? or $0?
This is incredible: Venture capitalists have poured a record $192.7 billion into AI startups YTD. This puts 2025 on track to be the first year where more than 50% of total VC dollars flow into the AI industry. In the US, AI’s share of venture deals has surpassed 60% over the
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This is huge. New Special Report from Morgan Stanley GIC: "we aim to support our Financial Advisors and clients, who may flexibly allocate to cryptocurrency as part of their multiasset portfolios." GIC guides 16,000 advisors managing $2 trillion in savings and wealth for
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haven't seen anything else more impactful than this in the past days AI x Crypto will be making a big comeback soon.
Eigen's launch of their verifiable AI platform is probably the biggest news in AI x Crypto this week. Teng Yan https://t.co/5iRzBVED4g
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surprised but I generally resonate with this. ultimately the true power of web3 is about community. successful communities evolve into cults. crypto brings people together to believe and work in ways you could never do in a traditional company. everything else will be
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gm frens
read this from @tengyanai's newsletter. subtle reminder to always take that profit, lock in, and grind harder like it's your last. web3 will still keep growing but expect it at a slower, more subtle phase by the time all meta/narrative has been maxed out. that said, gm to
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