0xJeff(@0xJeff):One of the Undertapped Markets = Inference Capital Markets > Primary market well covered on compute, inference as emerging market > GPU financing as rapidly growing market > Standardization & settlement remains the biggest gap > Reference pricing emerges as #1 value accrual machine > Derivatives venues starting to come out with compute futures/forward contracts More gaps remain across every single layer for builders to capture Breakdown in the article

2026.07.16 09:18

One of the Undertapped Markets = Inference Capital Markets > Primary market well covered on compute, inference as emerging market > GPU financing as rapidly growing market > Standardization & settlement remains the biggest gap > Reference pricing emerges as #1# value accrual machine > Derivatives venues starting to come out with compute futures/forward contracts More gaps remain across every single layer for builders to capture Breakdown in the article

0xJeff@0xJeff

2026.07.15 13:38

20+ Onchain AI projects across 10+ sectors BUT there are 2 sectors that remain undertapped by both builders & investors > People built framework back in 2024, not many is building agent harness > Key players (i.e. Venice, Chutes, Dolphin) are forming primary inference markets YET other 4 layers of inference infra remain undertapped Breaking them down + value prop + opps in today's article ↓