Welcome to Chain of Thought, an independent research publication at the frontier of Crypto & AI.

I'm Teng Yan, and I started this because I noticed something critical was missing:

The biggest technological shift of our era—AI merging with Crypto—is unfolding in real-time… but few understand its full potential. Most AI analysis lacks crypto-native insight. Most crypto research ignores AI’s coming impact. True insight emerges from thinking deeply and independently—not by following the crowd.

That's why Chain of Thought exists.

I’ve spent my career deeply embedded in Crypto and AI, both as an AI startup founder and also advising top-tier investors, builders, and visionaries on how to spot and capitalize on trends long before they hit the mainstream. We've pinpointed emerging waves like decentralized compute networks, privacy-preserving infrastructures, and tokenized AI agents before anyone else was paying attention.

What Should I Expect?

We don’t do fluff. We don’t chase surface-level narratives. Everything here is designed to challenge, provoke, and push the conversation forward.

Through Chain of Thought, we share:

⚫️ Deep, market-defining insights on Crypto AI trends they become mainstream

⚫️ High-conviction takes on the evolution of decentralized intelligence

⚫️ Actionable frameworks for navigating the AI x Crypto revolution as an investor, founder, or researcher

Deep Research & Big Ideas

Our essays and sector analyses dive deep, unpacking the inner workings of AI-native crypto protocols and tokenized models.

Every piece is grounded in rigorous, data-driven analysis—charting market trends, adoption curves, and tangible applications—giving you a clear advantage in understanding the trajectory of Crypto AI.

Sharp, Fast Takes

In a space that moves at breakneck speed, real-time insight matters.

Each week, we provide sharp, actionable analysis on the most critical events shaping the space. I'll point out overlooked catalysts, hidden risks, and transformative opportunities, often challenging consensus views—because the greatest insights are rarely obvious early on

Welcome aboard. Let's explore the future together.