GM !
SO. MUCH. VOLATILITY.
Markets havenāt been this chaotic since the Covid crash. The NASDAQās moving like a mid-cap shitcoin. More volatile than BTC. That alone says a lot.
Meanwhile, Trump just paused most tariffs for 90 days but cranked them up on China. Subtle he aināt.
So what does this all mean for our portfolios?
Let me say: thank goodness for AI.
Whenever I see a long ass macro tweet (bond market breaking, yields spiking, recession etc etc) that I don't understand I just plug it into chatGPT, tell it to āexplain this in simple termsā and boom Iām a genius. Right? š¤
Anyway..
Kawasaki dropped a mechanical fever dream this week ā CORLEO, a hydrogen-powered, four-legged robo-horse that can run, jump, and climb like itās straight out of a cyberpunk movie. Yes, it looks unhinged. Yes, we kind of want one.
Kawasaki Heavy industries Group just announced CORLEO, how insane is that?
ā GTheMaximalist (@GTheMaximalist)
6:14 PM ⢠Apr 4, 2025
Itās still a prototype, but itās giving major āfuture of mobility is feralā energy. Some specs worth neighing about:
Hydrogen-powered legs with a rear tank that keeps it clean and lean
Rider-controlled balance through stirrups and weight-shifting (hello, mech jockeys)
Terrain-aware hooves for off-road antics
Suspension rear legs that absorb shocks mid-jump like a parkour pro
Is this what post-car transport looks like? Saddle up, anon.
Meanwhile, Meta dropped a fresh new open source model series: Llama 4:
Llama 4 Scout ā lean, mean, and blazing fast. Itās rocking just 17B active params and a 10M token context window.
Llama 4 Maverick ā the heavier-hitting cousin. Killer at image-text tasks. It doesnāt just āseeā a picture ā it maps out the details and understands them.
Both were distilled from Llama 4 Behemoth, Metaās monster model still in training.
However they didnāt come without controversy, as Meta may have unethically optimized these models for benchmarking scores.
Scout and Maverick are live and free to use via OpenRouter on Chutes, aka Bittensor Subnet 64.
šØ A quick announcementā
Weāre hiring! Looking for a sharp, curious researcher-writer to join the team as we expand into new territory, especially on web2 AI.
What weāre looking for:
A killer writer and native English speaker
Fast, self-directed learner with deep curiosity
Can turn complex topics into clear, compelling insights
Sound like you? Fill up this form!
According to rootDataās Hot Index, hereās whatās buzzing:
š§ Wayfinder just launched its token, PROMPT, yesterday. Weāre letting the dust settle. Full breakdown coming next week.
š§ Mind Networkās FHE token just hit the markets. Theyāre bringing Fully Homomorphic Encryption (FHE) to Web3, meaning your data and AI computations can stay private even while being used.
š¦ Meanwhile, Flock dropped some head-turning numbers from their AI training platform: Delegating yields are pushing 600% among other stats (more on this later!).
tao-bubbles.netlify.app
Over in Bittensor land, a few of the newer subnets are moonwalking:
Some are saying there is no bear market in Bittensor subnets. Why? TAO stakers are rotating out of root as yields cool offāand diving into subnets instead.
Is this the next rotation before the rest of the market catches on?
Since launching in December 2024, we noticed that FLockās network has quietly grown:
600+ nodes
1,000+ validators
5,000+ models hosted on AI Arena with 450K validations logged
63K community members.
Soā¦FLock is building a decentralized AI training platform that puts privacy first.
Instead of sending your data to a central server, FLock uses federated learning to keep it on your device (secure and encrypted) while still contributing to model training.
The protocol runs on Base and uses the FLOCK token for payments, staking, and community governance.
At the center of the ecosystem is AI Arenaāa gamified battleground where devs compete to train the best models.
Basically, itās Kaggle if it went full crypto and moved on-chain.
Contests run on both public and local datasets, and high-performers earn FLOCK token rewards. Weekly challengesālike translating Web3 data using Text2SQLāhelp keep things fresh. Over 10,000 users have participated since launch.
train.flock.io/explore
In January, the team introduced the FL Allianceāan initiative to make model training accessible to anyone with a laptop or tablet.
Users contribute compute, vote on model quality, and stay in full control of their data.
The goal: democratize access to advanced AI without compromising privacy.
Of course, the space is heating up. FLockās not alone. Bittensorās Gradients subnet is already pulling in the crypto-native AI crowd.
This race is just getting started.
Drug discovery is notoriously slow, expensive, and dominated by Big Pharma + huge amounts of red tape.
NOVA (Bittensor Subnet 68) offers a new approach.
It reframes molecular R&D as a decentralized, AI-driven search problem where anyone can compete, not just folks with billion-dollar labs
Hereās how it works:
The SAVI 2020 database is a large vault of 1.75 billion synthesizable molecules. Miners plug in AI models or clever heuristics to scan it for potential drug candidates.
Submitted molecules are scored by PSICHIC, an in-house evaluator.
Every hour, the top-ranked molecule wins token rewards
Whoād guess that we could turn drug discovery into a real-time, on-chain game?
Woah⦠Bittensor subnet 68 (@metanova_labs) is 1~ month in and has made amazing progress with decentralized and permissionless drug discovery ā incentivizing specific and targeted protein predictions to disrupt the $1 trillion / year in revenue pharma industry šš„
ā JJ (@JosephJacks_)
9:14 PM ⢠Apr 10, 2025
Current stats:
3.82% TAO emissions daily, split between miners and validators (Ļ 112.86 each), with Ļ 49.55 for the owner.
NOVAās clocking at a $387M FDV and is one of the top 5 subnets by mindshare this week.
About 3.5% of the total supply is staked.
The long-term bet is bold: Open-source pharma driven by decentralized AI. All outputs are monetized: new chemical IP, target chemical libraries, and wet lab datasets.
If NOVA works, it wonāt just move markets. It could literally save lives.
Plastic Labs announces its pre-seed investment, launching Honcho to tackle privacy-preserving personalization and identity for AI applications, backed by Variant Fund and Betaworks.
Nesa teases āDAIs, a new type of decentralized AI product - not agents, not dapps.ā Also invites applicants for the first DAI cohort. š¤
Phala Network launched its TEE-MCP Server, combining secure enclaves (TEEs) with the open MCP standard to give AI agents memory, context, and tool access.
Allora Network upgraded to v0.10.0 on Testnet, bringing on-chain storage for network inferences, better validation, and reduced volatility in topic rewards. The update sets the stage for a Dev Mainnet launch soon.
Arena releases its iOS appāa crypto + AI platform that combines group chat, AI discovery, and built-in trading across Solana, Base, Arbitrum, Ethereum, and BNB Chain.
Huddle01 just launched Testnet Act II: The Nexusāa major step toward decentralized, real-time connectivity. Users can now test apps like Huddle01 Meet and Farhouse, earn Huddle Points (HPs) through quests and referrals.
Ohara just went live with a Farcaster integrationāevery app built on Ohara now instantly works as a Farcaster Mini App. You can create apps using natural language, and buy a stake in them.
And not to forget some Bittensor updates:
BitMind is now live on the App Store and Play Store, bringing its AI-or-Not deepfake detection service from Telegram to native mobile.
Rayon Labs has launched Music Gen on Chutes, enabling users to create full songs with custom lyrics in seconds using the Diffrhythm model. The feature will also be available on SQD.io soon.
Theoriq AI launched Phase 1 of its Build in Public campaign with the OLP Swarmāan agentic system where Signal Agents process real-time DeFi data to optimize liquidity.
āSwarmNode released the LinkedIn Recruiter Agent Templateāan AI agent that takes a job title and experience level, then ranks LinkedIn candidates for you. It fetches, analyzes, and shortlists profiles automatically.
Vainguard just launched the first version of its Investment Committee Simulation Roomāan interactive AI experience where two Virtuals agents, Vain and Guard, debate and evaluate crypto projects in real-time.
Fetch.ai introduced AgentRank, a new way to surface high-quality agents in Agentverse by measuring how central and trusted they are in the network. Inspired by PageRank, it analyzes recent agent-to-agent interactions, making it easier to find the right one for your task.
Google is on fire this week.
š„ Deep Research powered by Gemini 2.5 Pro-Exp is outāand early feedback suggests it outperforms OpenAIās version. Oh, and itās free.
š ļø Firebase Studio launched as an all-in-one platform for building full-stack AI apps. It brings together Project IDX, Genkit, and Gemini into a seamless dev experience
š¤ Agent2Agent (A2A) also dropped. Itās an open protocol for secure, cross-platform collaboration between AI agents. Tailored for enterprise, A2A supports long-running tasks, multimodal interactions, and robust authentication.
OpenAI rolled out enhanced memory for ChatGPT, allowing it to remember past conversations for more personalized, contextual responses. This marks a major shift in human-AI interactionāturning ChatGPT into a long-term companion that adapts to individual needs, preferences, and life experiences.
Fauna just raised $30M from Kleiner Perkins, Quiet Capital, and Lux to build safe, lightweight robots designed for human environments. Their platform combines hardware, software, and AI to accelerate embodied AGI.
LiveKit just announced Agents 1.0 alongside a $45M Series B led by Altimeter. The update brings multi-agent orchestration, a new low-latency turn detection model, and a robust telephony stackāpowering voice AI for 3B+ calls a year.
WillBot just launched as the first AI performance marketing agent that actually watches your ads. It syncs with platforms like Meta and TikTok, analyzes ad performance. All right from Slack.
We just broke down our key takeaways from Jensen Huangās keynote at NVIDIA GTC 2025āand why weāre still bullish.
Also, we just launched something new for absolute beginners š
A 2-week email crash course to get you up to speed on AI + Crypto.
Bite-sized explainers on core concepts like prompt engineering, RAG, and more.
Check it out and share it with a friend whoās curious but doesnāt know where to start!
A leaked internal memo from the CEO of Shopify on AI
LEAKED internal memo from CEO of Shopify @tobi around AI
10 quick takeaways i have after reading it:
1. a subtle but huge reframe: āhire an AI before you hire a human.ā
2. AI is now a baseline expectation at shopify. hiring filters will probably favor ai-fluent candidates atā GREG ISENBERG (@gregisenberg)
1:28 PM ⢠Apr 7, 2025
The AI has been lying to us all this while..
Is Chain-of-Thought (CoT) reasoning in LLMs just...for show?
@AnthropicAIās new research paper shows that not only do AI models not use CoT like we thought, they might not use it at all for reasoning.
In fact, they might be lying to us in their CoT.
What you need to know: š§µ
ā MatthewBerman (@MatthewBerman)
6:34 PM ⢠Apr 8, 2025
Chutes (Bittensor Subnet 64) is now doing 30b tokens per day on OpenRouter
#SN64 Chutes going parabolic, now doing 30b tokens per day on @OpenRouterAI
Most from Deepseek but 3b a day from @AIatMeta's new Llama models
Marketcap continuing to rise up to $40m
@rayon_labs $TAO
ā Zen š (@Zen_Trades1)
1:23 AM ⢠Apr 8, 2025
LLM inference prices have fallen 9x to 900x/year, the steepest price drop with GPT-4o models
LLM inference prices have fallen 9x to 900x/year, depending on the task
The steepest price drop is seen in GPT-4o-class models.
ā Rohan Paul (@rohanpaul_ai)
9:06 PM ⢠Apr 3, 2025
Are we entering a new era of coding?
"We are entering a new era of coding."
Nobel Prize Winner and @GoogleDeepMind CEO Demis Hassabis on coding with natural language.
ā Reid Hoffman (@reidhoffman)
5:01 PM ⢠Apr 10, 2025
Thatās a wrap for this week! Got thoughts, feedback, or something cool to share? Just hit replyāwe read it all.
Also:
Are you in our telegram channel yet? Cyra, our AI researcher, drops daily AI alpha that you donāt want to miss. See it for yourself.
Catch our podcast summaries too, complete with detailed show notes. Saves us hours
And if you want to jam with us directly, hop into our Discord
Cheers,
Teng Yan & Issy
Did you like this week's edition? |
This newsletter is intended solely for educational purposes and does not constitute financial advice. It is not an endorsement to buy or sell assets or make financial decisions. Always conduct your own research and exercise caution when making investment choices.
Reply