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Teng Yan
Teng YanI share my personal, unfiltered thoughts on Crypto, AI, NFTs, and Tech.
AI Edge #89: The Subnet That Codes
Weekly AI Edge

AI Edge #89: The Subnet That Codes

PLUS: Venice dominating the Privacy AI meta and OpenClaw hits another milestone.

Teng Yan
0xAce
Teng Yan, +1
Mar 6, 2026
AI Edge #88: The Home Cluster
Weekly AI Edge

AI Edge #88: The Home Cluster

PLUS: NEAR revenue accelerates past $2.5M and IOTA opens Train at Home.

Teng Yan
Teng Yan
Feb 27, 2026
GPS is for Humans. GEODNET is for the Machines.
🔦 Protocol Deep Dives

GPS is for Humans. GEODNET is for the Machines.

Why centimeter-level positioning is core infrastructure for the autonomous economy.

0xAce
Teng Yan
0xAce, +1
Feb 25, 2026
AI Edge #87: The Web 4.0 Thesis
Weekly AI Edge

AI Edge #87: The Web 4.0 Thesis

PLUS: NIOME brings synthetic genomes to Bittensor and Virtuals x402 hits record agent volume.

Teng Yan
Teng Yan
Feb 20, 2026
AI Edge #86: Mining the Future
Weekly AI Edge

AI Edge #86: Mining the Future

PLUS: Chutes’ revenue floor resets and Numinous turns forecasting into an agent arena.

Teng Yan
Teng Yan
Feb 13, 2026
AI Edge #85: The Lobster Effect
Weekly AI Edge

AI Edge #85: The Lobster Effect

PLUS: Bitsec stress-tests OpenClaw security and ERC-8004 sparks agent registerations.

Teng Yan
Teng Yan
Feb 6, 2026
AI Edge #84: ERC-8004 Is Here
Weekly AI Edge

AI Edge #84: ERC-8004 Is Here

PLUS: ArAIstotle goes live in X Spaces and Aethir's revenue makes a return

Teng Yan
Teng Yan
Jan 31, 2026
AI Edge #83: The End Of An Era
Weekly AI Edge

AI Edge #83: The End Of An Era

PLUS: Hippius breaks out on stake flows and Zeus reroutes weather.

Teng Yan
Teng Yan
Jan 23, 2026
AI Edge #82: Robots Hit Retail
Weekly AI Edge

AI Edge #82: Robots Hit Retail

PLUS: Prophet Arena automates predictions and Auki maps stores for robots.

Teng Yan
Teng Yan
Jan 16, 2026
Yotta: The Operating System for World’s GPUs
🍎 Infrastructure

Yotta: The Operating System for World’s GPUs

How it makes scattered, unreliable GPUs run like one machine

0xAce
Teng Yan
0xAce, +1
Jan 14, 2026
AI Edge #81: The Intelligence Economy Is Here
Weekly AI Edge

AI Edge #81: The Intelligence Economy Is Here

PLUS: Score makes cameras intelligent and peaq puts machines on payroll.

Teng Yan
Teng Yan
Jan 9, 2026
The Machine Economy, Two Years In

The Machine Economy, Two Years In

2025 in a nutshell, and where we're heading to next

Teng Yan
Teng Yan
Jan 7, 2026
AI Edge #80: It Feels Like Early 2024 Again
Weekly AI Edge

AI Edge #80: It Feels Like Early 2024 Again

PLUS: ElizaOS makes a return and robots get human-like skin.

Teng Yan
Teng Yan
Jan 2, 2026
AI Edge #79: Robot Dogs Trade DeFI?!
Weekly AI Edge

AI Edge #79: Robot Dogs Trade DeFI?!

PLUS: Dexter breaks out on x402 and Bitstarter brings crowdfunding onchain.

Teng Yan
Teng Yan
Dec 26, 2025
AI Edge #78: Agents, Capital, and Combat Robots
Weekly AI Edge

AI Edge #78: Agents, Capital, and Combat Robots

PLUS: Gensyn's token sale goes live and Giza's AUM hits new highs.

Teng Yan
Teng Yan
Dec 20, 2025
Watch Now: Why You Can't Trust AI (The $100B Problem)

Watch Now: Why You Can't Trust AI (The $100B Problem)

Teng Yan
Teng Yan
Dec 14, 2025
AI Edge #77: TAO Halving & Robot Dogs
Weekly AI Edge

AI Edge #77: TAO Halving & Robot Dogs

PLUS: Xyber reveals a onchain robot and the number #1 subnet gets dethroned.

Teng Yan
Teng Yan
Dec 12, 2025
INFINIT: Making DeFi Simple Again
🐵 AI Agents

INFINIT: Making DeFi Simple Again

How AI coordination finally solves DeFi’s multi-step execution mess

0xAce
Teng Yan
0xAce, +1
Dec 10, 2025
AI Edge #76: AI Agents are breaking Smart Contracts
Weekly AI Edge

AI Edge #76: AI Agents are breaking Smart Contracts

PLUS: GEODNET breaks 7.3M ARR and OpenQuantum opens the quantum queue.

Teng Yan
Teng Yan
Dec 5, 2025
Codatta: The Knowledge Marketplace
🌴 Data Networks

Codatta: The Knowledge Marketplace

How to turn human judgement into a new asset class

0xAce
Teng Yan
0xAce, +1
Dec 2, 2025
👑 Weekly AI Edge #75: GENSYN, CODEC
Weekly AI Edge

👑 Weekly AI Edge #75: GENSYN, CODEC

INSIDE: CodecFlow drops Operators to kill automation scripts and Gensyn’s testnet blows past 500K daily transactions.

Teng Yan
Teng Yan
Nov 29, 2025
Our Machine Economy Thesis (I)
🤖 Robotics

Our Machine Economy Thesis (I)

Robotics is the highest-upside, most underpriced leg of the AI trade

Teng Yan
Teng Yan
Nov 26, 2025
👑 Weekly AI Edge #74 : MAVERICKS, VIRTUALS
Weekly AI Edge

👑 Weekly AI Edge #74 : MAVERICKS, VIRTUALS

INSIDE: Robotics gets its first real inflection point and Mavericks brings personality-driven trading agents.

Teng Yan
Teng Yan
Nov 21, 2025
👑 Weekly AI Edge #73: NEAR, Hōkū
Weekly AI Edge

👑 Weekly AI Edge #73: NEAR, Hōkū

INSIDE: NEAR Intents hits its strongest week yet. Hoku maps traders through cluster-based signals.

Teng Yan
Teng Yan
Nov 14, 2025
👑 Weekly AI Edge #72: SERV, TAO + SN41
Weekly AI Edge

👑 Weekly AI Edge #72: SERV, TAO + SN41

TAO gets a new emissions model. OpenServ launches the AI startup stack.

Teng Yan
Teng Yan
Nov 7, 2025
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