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Episode · Feb 26, 2025 ·

ATC: Decentralized AI Alpha LIVE From ETHDenver

On the mic

Summary

0:04:51

Dave Returns With Decentralized AI Insights

Dave shared his excitement from Decentralized AI World at ETHDenver, where builders showed live demos and upcoming token launches. He outlined plans to host multiple decentralized AI projects on ATC next week. Kool and Landy expressed enthusiasm and took notes on the opportunities.

0:09:48

Altered State Machine and Venice AI Updates

Dave explained Altered State Machine converting ASTO to ThinkToken with Brains NFTs and demonstrated a Bored Ape using an ASM brain to build 3D assets in real time while solving memory limits. He described upcoming Souls, an agent-to-agent marketplace, and personal AI agents with unlimited memory. Dave highlighted Venice AI and its VVV token as a fully decentralized LLM, where users own their data and earn API access through staking.

0:21:34

Programmable Compute and AI Interoperability

Dave covered Spheron for programmable compute enabling autonomous agents at low cost. He discussed Morpheus Network for chain-agnostic AI agent interoperability across any blockchain and dataset. Dave noted Render Network updates for real-time massive image rendering at 90 percent lower cost, Heurist AI as a decentralized AI-as-a-service cloud with an existing token, and the Wired project.

0:40:13

Kaito Hits All-Time Highs

Dave and Kool discussed Kaito reaching all-time highs with strong staking mechanics that tokenize attention. Kool said he saw large holders staking and believes the project remains undervalued given its role in the attention economy. Landy noted innovative projects with real utility are performing well even as Bitcoin moves.

Moments0:40:13
0:52:09

ETHDenver Vibe and Networking Advice

Dave said the real action at ETHDenver happens at side events rather than the main hackathon and emphasized networking with builders. He advised approaching founders by offering to create content around their projects to build relationships and gain insights. Dave stressed following personal curiosity in decentralized AI to spot future opportunities.

Key quotes

“When I tell you what we're gonna talk about today and the shit that I saw today at decentralized AI world, when I say blew my fucking mind, like, I cannot even begin to tell you. The alpha is going to be in this conversation.”

Dave0:04:51Share on X

“This is now... Mind you, with a Bored Ape running around in real time that now has one of these altered state machine brains. So now you can jet... And now this AI, you can go back. There's no limits to, like, the compute.”

Dave0:12:30Share on X

“You buy the VVV token, you stake it, and they actually... If you stake the VVV token, they give you a certain allotment on a daily basis to be able to use their API.”

Dave0:15:29Share on X

“Morpheus Network is literally building the stack so that you can have your own AI agent, alright, that can interact with any other agent, utilize any dataset on any layer on any blockchain.”

Dave0:23:50Share on X

“This is alpha. This is what I'm talking about, man. Definitely, Dave didn't have to do this. Some people could have kept all this effort to themselves and make money on their own, but this is really, really good information.”

Kool0:35:06Share on X

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Show discussion, not financial advice.