The Chain of Thought
Decentralized AI Canon

7 theses that define the new intelligence economy.

We’ve distilled a year’s worth of research into core theses that define decentralized AI.

Each Canon is a lens for builders, investors, and policymakers to see how computation, coordination, and capital are converging.

The map is still being drawn. Join us as we uncover how intelligence becomes an economy.

Mega Report 2025,COT Canon 2025

The AI Verification Stack

There's a trillion-dollar race to verify machine reasoning. Proof replaces trust.

Teng Yan

Jul 16, 2025

Mega Report 2025,COT Canon 2025

The Machine Economy Thesis

Real-world robotics is breaking out of the lab. The data gap is real but solvable.

Teng Yan

Jul 3, 2025

Mega Report 2025,COT Canon 2025

The Decentralized Training Thesis

This AI moonshot is real. What’s working, what’s missing, and what comes next.

Teng Yan

Jun 4, 2025

Mega Report 2025,COT Canon 2025

Bittensor Subnets: Opportunity Aplenty

Probably the most compelling place to watch Crypto x AI unfold

Teng Yan

May 27, 2025

Mega Report 2025,COT Canon 2025

The Open Compute Hypothesis

Decentralized compute networks is where this shift is taking root. And they could actually win.

Teng Yan

May 20, 2025

Mega Report 2025,COT Canon 2025

Mental Frameworks for AI & Crypto

How to think clearly in a market that doesn’t yet know what to build

Teng Yan

May 14, 2025

Mega Report 2025,COT Canon 2025

The Data Republic: Solving The Great AI Bottleneck

How decentralized networks are rebuilding AI’s most valuable resource.

Teng Yan

May 8, 2025