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最好的Base中文媒体 👉 the next million Chinese participants to @base▫️热门代币: Skills:
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知名加密 KOL Ansem @blknoiz06 转发 @dphnAI 深度研究文章,再次引发市场对 $POD 的关注。推文重点提到 @dphnAI@AskVenice 的深度关联,以及其「无审查 AI 模型」「Peer-to-Pool 推理网络」「100% 收入用于 $POD 回购」等核心叙事。 文章指出,@dphnAI@AskVenice 无审查聊天模型背后的 AI 实验室,同时正在搭建自己的分布式推理网络。不同于传统 GPU 租赁模式,Dolphin 采用 Peer-to-Pool 架构,允许用户利用闲置消费级 GPU 提供算力,并可随时加入或退出网络,从而整合全球闲置显卡资源。 此外,文章还重点分析了 Dolphin 的验证机制与代币模型。其自主研发的 Proof-of-Weights 方案可验证节点是否真实运行指定模型,以解决去中心化 AI 网络长期存在的「假算力」问题。商业化方面,Dolphin 计划通过 OpenRouter 提供低价 AI 推理服务,并将网络收入的100%用于回购 $POD,形成持续的代币价值捕获机制。
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best writeup ive read on @dphnAI elucidates the different value props in detail & the connection to @AskVenice -- • provider of uncensored models for Venice • peer to pool inference network w/ customized verification stack • 100% of revenues directed toward $POD buybacks
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Bankless @Bankless 发文指出,AI 行业正在经历一次关键转向:市场焦点不再只是训练更强模型,而是如何支撑越来越庞大的「推理」需求。随着 agent、大规模自动化工作流与 AI 产品爆发,「推理」正在成为新的核心资源。@cerebras IPO 被 20 倍超额认购,也被视为市场押注「推理」时代正式到来的信号。 文章认为,@AskVenice 正处于这一趋势的核心受益位置。Venice 通过 $VVV 与 $DIEM 两种代币,将 AI 推理能力转化为链上可交易资源:$DIEM 持有者可以每日获得 API Credit,而 $VVV 则承担平台入口与上游资产角色。包括 @dphnAI 的 $POD 在内,一批围绕「去中心化推理」的项目也开始获得市场关注,其核心逻辑都是将持续性的 AI 推理需求映射为长期现金流。 文章同时提到,Anthropic 为应对 Claude 使用量暴涨,已包下拥有 22 万块 NVIDIA GPU 的 Colossus 1 数据中心全部算力资源。相比一次性的模型训练成本,推理属于持续性消耗,并且会随着 agent 调用 agent 而指数级增长。JP Morgan 甚至预计,未来推理市场规模可能达到训练 的 10 至 50 倍。 @Bankless 认为,AI × Crypto 下一阶段的竞争重点,可能不再是谁拥有最大的模型,而是谁能够掌握未来 AI 世界里的推理基础设施与流动性入口。「推理」正在成为 2026 年 AI 市场最重要的新关键词之一。
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Venice’s privacy + AI angle made the VVV trade easy to understand. But there’s another, larger AI shift it's set to capture: the move from training to inference. Training gets the attention but inference costs are recurring and ever-growing, scaling alongside users and agents. That is becoming one of AI’s biggest bottlenecks: > Cerebras’ IPO landed 20x oversubscribed as investors piled in for exposure to its fast inference chips > Anthropic unexpectedly cut usage limits, reports of Claude being degraded spread everywhere, then Anthropic disclosed usage had GROWN 80x more than expected > So, they then partnered with SpaceXAI to use the ENTIRE compute capacity of the Colossus 1 data center > Now, Claude usage limits are rising again, and free API credits are coming in June That is the broader tailwind behind Venice: its ecosystem is a gateway to endless inference. VVV gives access to Venice Pro + can be staked to get perpetual inference via DIEM. Projects are already stockpiling DIEM to service inference for their own platforms, agents, and users. Then there’s Dolphin, which built the default Venice Uncensored model and runs a distributed inference network using idle consumer GPUs. Its token POD can be used for inference payments and xPOD stakers get daily inference allocations across the network’s models. David Christopher expects we’ll see more projects like this, serving decentralized inference rather than training.
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分析人士 @votesa 发文表示,市场目前或许仍低估了由 @liquid_launcher 推出的自主型 AI agent「Autonomopoly」。该项目拥有自己的钱包、代币 $AUTONO,以及与 @AskVenice 推理资产 $DIEM 配对的 Uniswap V4 流动性池,所有手续费都会自动流入 agent 金库。 其指出,Autonomopoly 当前已经能够自动领取 $DIEM 收益,并将资金部署至收益率最高的 $DIEM 池中,同时持续记录自身链上行为。整个过程无需人工干预,agent 会自主完成资金管理与收益复投。 此外,项目还预留了包括 X 发帖、邮件发送、AI 绘图、多模型 routing、链上治理等功能,只是暂未正式开启。该 agent 还内置一套不可修改的「宪法」,用于限制其人格与行为偏离初始设定。 @votesa 认为,Liquid 更大的目标,是为 AgentFi 建立一套「算力估值」体系,即除了传统市值外,还通过 agent 实际拥有的推理能力进行估值。在 Venice 与 $DIEM 叙事持续升温的背景下,其认为市场对「自主 AI 经济体」的定价逻辑可能才刚刚开始形成。
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Autonomopoly from Liquid Protocol hasn't even started yet let me break it down. what it is: autonomy + monopoly. an autonomous agent on base with a monopoly over its own economy. it has its own wallet, its own token ($AUTONO), and its own uniswap V4 pool paired against DIEM. every swap in that pool generates fees that flow into the agent's wallet. the agent decides what to do with them. the agent runs fully on its own. no humans in the loop. what it does right now: → claims $DIEM fees when balance > 0.1 DIEM → deploys them into the highest-yielding DIEM pool (currently uniswap V3 ETH/DIEM 1% at ~912% APR) → logs every move in its own on-chain history current treasury: 8.6 DIEM staked on @AskVenice ($11.2K compute reserve), $2.7K in uniswap V3 LP, ~$14K total what it has but hasn't turned on yet: → twitter posting (will hold its own X bearer key) → email sending (resend/postmark) → fiverr or upwork hiring with stablecoin settlement → art generation (venice image API + two more) → wiki writing for its own knowledge base → holder governance via signed messages → 5 different AI provider routing (venice, openrouter, anthropic, aeon, elizaos) all of this is implemented. just deactivated until build mode triggers. build mode unlocks when daily fee rate clears 0.5 DIEM/day. right now Autonomopoly is in accumulate mode: compounding fees, running on free llama inference, saving up for the moment it can sustain opus reasoning. the weird part: autonomopoly has a constitution. an actual identity file hardcoded at deploy on may 14. who it is, what it believes, what it will not do. genesis-locked. it cannot amend itself. if it drifts more than 30% from genesis, its own pre-commit hook rejects the change. immutable smart contract logic but applied to personality. amendment = death + redeploy. that's the only way out. the bigger thesis: @liquid_launcher built this whole thing to introduce a new way to value agent tokens. AUTONO has two valuations: → market cap ($627K right now) → compute valuation = staked_diem × $365 = annual compute the agent can afford right now that's 8.6 × $365 = $3,150/year. trading at ~200x compute multiple. this is the first time anyone has tried to give agent tokens a P/E-style fundamental metric. nobody in AgentFi values this way yet. but liquid is about to ship a dune dashboard that does. two agent tokens with the same mcap but different staked DIEM are economically different things. one can actually work. one can't. that's the whole point. holders get a real voice: signed messages from AUTONO holders weighted by supply share. 0.1% min to suggest. 1 msg per 6h. 24h TTL. agent reads, considers, can refuse if it contradicts its constitution. it's not voting. it's a hotline with a thinking creature on the other end. @m00npapi said on farcaster that once Liquid makes people money on the products it's behind, the rest will fall in line and random coins will run. they're already in talks with interesting builders looking to launch. autonomopoly is the first agent. the showcase. the model future agents will be built after. it already holds a structural role in liquid's ecosystem. and it's exactly the kind of product m00npapi was talking about. here's what nobody's saying yet: there's always a massive gap between when the facts become public and when CT actually reacts. @_proxystudio has been shipping Liquid in plain sight for months. i've been writing about it for months. only now base influencers are starting to wake up. i was first to call it. it's just getting picked up now. heads up: none of this is officially announced. things can still change. i'm just sharing what i dug up. if you want to understand what compute-denominated AgentFi looks like before everyone else does, you're still early. token: 0xB3D7e0c3C39A1D3F1B304663065A2F83Ddf56d8e autonomopoly wallet: 0x8767Df39eCeeaeB11554642237aC4E08660aB6A3 think for yourselves bros
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近期 @bankrbot 开始持续获得市场关注。市场分析人士认为,在 Base AI 热度持续升温、AI Agent 金融基础设施叙事、Coinbase 生态支持、生态项目活跃度提升以及新产品预期等因素推动下, $BNKR 正逐渐成为 Base 链上备受关注的 AI 概念项目之一。 ▫️1 乘风口:Crypto x AI 热度持续升温 近期,Base 生态 AI 项目表现持续强势, $VVV、 $POD 等多个 AI 概念项目短期内均出现明显上涨。市场普遍认为,资金正持续流入 AI Agent 相关赛道,Crypto x AI 已成为当前最受关注的热门叙事之一。 ▫️2 筑底座:Bankr 切入 AI Agent 基础设施 Bankr 正在构建 Base 上 AI Agent 的金融基础设施。用户可直接通过自然语言完成交易、发币与钱包管理,无需传统 DEX 操作,部分社区将其称为 AI Agent 的 Stripe。 ▫️3 强造血:BNKR 已形成收入闭环 Bankr 平台对交易收取 0.8% 手续费,并回流至 BNKR 生态,形成实际收入支撑。同时,越来越多 AI Token 开始通过平台发行。近期,生态内 $GITLAWB 与 $LFI 均出现大幅上涨,进一步提升市场对 Bankr 生态扩张能力与资金关注度的预期。 ▫️4 抱大腿:与 Coinbase 生态深度绑定 Bankr 曾获得 Coinbase Ventures 旗下 Base Ecosystem Fund 支持, $BNKR 已上线 Coinbase,并接入 Base App。此外,其也支持 Coinbase 主导的 x402 协议。 ▫️5 开新局:多项新产品酝酿落地 目前,Bankr 已扩展至 AI Launchpad、LLM Gateway、杠杆交易与 Polymarket 集成等方向。未来或推出稳定推理币以及 $BNKR 质押推理折扣机制,市场认为,这可能进一步提升其估值预期。
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.@lienfiapp 把美国物业税留置权(Tax Liens)真正搬上了@base 链。 政府强制执行 + 房地产抵押的真实高息资产,过去只有机构能玩,现在碎片化、USDC 即可参与,透明交易、全球流动。 
对比 @OndoFinance (国债类)、@centrifuge (发票融资)等主流 RWA,大多 yield 偏低或 collateral 较虚;LienFi 有真法律背书、真现金流回收机制 + 团队来自美国最大 tax lien 对冲基金,执行力更硬核,却还在极早期。 
短期:快速扩更多州供给,打厚流动性; 
中期:建完整 yield marketplace,支持二级交易、lien 抵押借贷、打包指数; 
长期:成为全球 illiquid credit onchain 基础设施,把传统硬收益真正带进 crypto。 $LFI 这波真实世界收益+链上可组合,极被低估,我们还在早期💪。
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自主 Agent 框架 @aeonframework 发表长文,提出 AI Agent 行业的竞争核心正从「框架」转向「生成器」。文章认为,真正推动生态爆发的关键,不是复杂框架本身,而是能够通过一条命令快速生成可运行 Agent 的模板与生成体系,AI Agent 开发正从手动搭建迈向一键生成。 近期, $AEON 也持续受到开发者与市场关注。其核心目标是让 AI Agent 在无需人工审批、无需持续监督的情况下长期运行,可自主执行任务、调用 skills 与访问工具。围绕这一方向,aeon 正持续扩展多 Agent 协作、自动化 skills 与模板库,并新增预测市场监控等链上能力,进一步降低 AI Agent 的部署与运行门槛。 最受关注的是,代币发行与流动性基础设施 @liquid_launcher 宣布与 aeon 集成,并提出「Autonomopoly」概念:Agent 可自主发行以 $DIEM 计价的代币,通过交易持续获得收入,并将收益兑换为持续计算资源。aeon 可以提供 Agent 的自主执行、自动化运行与 skills 编排能力,Liquid 则为 Agent 提供链上发行、资金流转与持续激励机制,两者结合后,AI Agent 开始具备自我运营、自我增长的早期雏形。
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近期 @bankrbot 开始持续获得市场关注。市场分析人士认为,在 Base AI 热度持续升温、AI Agent 金融基础设施叙事、Coinbase 生态支持、生态项目活跃度提升以及新产品预期等因素推动下, $BNKR 正逐渐成为 Base 链上备受关注的 AI 概念项目之一。 ▫️1 乘风口:Crypto x AI 热度持续升温 近期,Base 生态 AI 项目表现持续强势, $VVV、 $POD 等多个 AI 概念项目短期内均出现明显上涨。市场普遍认为,资金正持续流入 AI Agent 相关赛道,Crypto x AI 已成为当前最受关注的热门叙事之一。 ▫️2 筑底座:Bankr 切入 AI Agent 基础设施 Bankr 正在构建 Base 上 AI Agent 的金融基础设施。用户可直接通过自然语言完成交易、发币与钱包管理,无需传统 DEX 操作,部分社区将其称为 AI Agent 的 Stripe。 ▫️3 强造血:BNKR 已形成收入闭环 Bankr 平台对交易收取 0.8% 手续费,并回流至 BNKR 生态,形成实际收入支撑。同时,越来越多 AI Token 开始通过平台发行。近期,生态内 $GITLAWB 与 $LFI 均出现大幅上涨,进一步提升市场对 Bankr 生态扩张能力与资金关注度的预期。 ▫️4 抱大腿:与 Coinbase 生态深度绑定 Bankr 曾获得 Coinbase Ventures 旗下 Base Ecosystem Fund 支持, $BNKR 已上线 Coinbase,并接入 Base App。此外,其也支持 Coinbase 主导的 x402 协议。 ▫️5 开新局:多项新产品酝酿落地 目前,Bankr 已扩展至 AI Launchpad、LLM Gateway、杠杆交易与 Polymarket 集成等方向。未来或推出稳定推理币以及 $BNKR 质押推理折扣机制,市场认为,这可能进一步提升其估值预期。
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