Just sold "AI Self-Portrait" on @foundation. Made it back in primordial AI times by fine-tuning a #stablediffusion model on myself. Congrats to @redbeardnft and thanks for the attention. 🙏

Hear me out. ZK vesting schedules.

People who are optimizing the "fastest 100M ARR of all time" metric should also optimize the slow bleed death, ideally selling to Zuck at the top, etc.

👀 @nockchain, not blockchain.

This team has done a three month deep dive into institutional adoption of blockchains, and it’s pretty clear @zksync tech crushes.

Crypto space will be distracted by SaaS (being automated by AI), DATs (a flash in the pan), payment companies (a few needles in a haystack), corporate adoption (hard to achieve good exposure). Mainstream adoption is exciting. But while everyone is distracted, the biggest crypto opportunities will be the trillion dollar global decentralized networks.

Seeing the DAT advisory boards brings back soggy memories of the ICO advisor era.

Everything 👇is spot on. There is one more thing: >institutions are concerned about crypto vendor fatigue. it's a nightmare for them to manage tens of different infra providers. they want the closest possible to a "1-click deployment". The integration IS the innovation. And that's what we are building at @zksync!

Institutions are about to buy blockchain tech. I talked to a number of institutions over the last couple of years, the trends are clear. 1. Ethereum/EVM focus. They explore Solana and Move ecosystem also, but the majority of testing and R&D and deployment happens on EVM L2. 2. They want their own chains. Whether it's an L2 or an L1, the modular/appchain thesis is alive and well. And it always made sense: teams want to own their stack. 3. They deeply care about privacy. What does that mean? Privacy of customer data and privacy of transactions for their customers. But the reality is that a great blockchain solution will support both: how many units of a digital stock or deposits in a borrow-lend protocol is public information. 4. The want interoperability. Not just between their chain and other major networks in order to share liquidity, but between their own chains. That interoperability should be fast, robust, secure, allow atomic transactions, and ideally is native to the solution. 5. They don't really care about decentralized governance, and in many contexts, it is a risk. 6. They will not be signing exclusivity at this stage. Therefore, multiple solutions are in play and the field is open for competition. 7. This is one area where technology WILL win, because requirements of institutional products are well-understood. 8. Blockchain is a priority for most major players.

Top pre-TGE projects building decentralized AI: - @SentientAGI [Community-Built Open AGI] - @gensynai [Collaborative AI training] - @NousResearch [Democratized AI Accelerator] - @PrimeIntellect [AI Training Cloud Aggregator] - @PluralisHQ [Collaborative Model Training] - @OpenledgerHQ [Specialized Models Market] - @wai_protocol [Collaborative AI Supercomputer] - @yupp_ai [AI Agents Hub]