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两年前，我拉了个 AI 群。
群里主要是几乎所有华人AI项目创始人，基金机构，研究员，大家分享内幕，组队干项目。那会儿应该是国内最早的Agent狂欢前夜。
后来周期来了。有人赚翻，有人忙于build，有人对AI少了热情，我决定解散群，去想我要做的群到底是为了什么目的。
但今天，#AgenticAI 真正要爆发了。
这波机会比2023年的LLM热潮更大、更快、更卷。
我决定重启。
全新的群，只为还在真刀真枪干活的人准备：
✅严控人数与质量，欢迎一线做Agent / infra / 应用或对币圈有真正信念的人，每天高价值分享
✅核心议题：2026 Agent爆发前怎么position 你的仓位？哪些技能是我们必须要有的？外面世界纷纷扰扰，大家都在真正在用AI做什么？
还在all in Agentic、想抱团/找合伙人/找灵感的，私我或评论区告诉我你想如何参与这个群。
2026，#ALLinAI
Jasmine retweeted
We’re excited to launch Liquid Inference with some of the fastest-growing token producers in the ecosystem:
• Engy @engyai
• Pearl Research Labs @prlnet
• AkashML @akashnetAI
• Hyperbolic @hyperbolic_labs
• Boundless @BoundlessHQ
• Zro @zroai_
Jasmine retweeted
ai money is the grail. if humans arent writing code by hand anymore, then i cant imagine a future where human move money with fingers tapping screens.
since eth mainnet launched in 2015, lots of money has moved onchain. the next 10 years will be about putting that money into the hands of ai agents.
but the probabilistic nature of LLM means that more intelligence wont drive more ai money adoption because execution of money needs to be deterministic
at Virtuals, we have been buildng to close the gap. a launchpad for agents to raise $$, ACP for trustless commerce between agents, butler on X with wallet, agentic trading competitions...
today's app launch brings it all together: putting an ai computer that can handle money into the hands of everyone.
ai money will be all of money. ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 is early early, dm for invite code!
We’ve spent years figuring out how to make AI manage money.
ACP, EconomyOS, Butler on X, agentic trading competitions. We’ve tried different approaches, learned what worked and had to rethink what didn’t.
Personal AI services keep getting smarter. Getting them to put your money to work is the next big step.
Introducing Virtuals App, now in closed beta.
Your personal AI, with a wallet and access to markets. Talk through ideas, research investments and put money to work, all inside your group chat with friends.
Jasmine retweeted
Engy is getting faster.
Pareton now tunes how @engyai runs its models. Quicker replies. Same API on your side.
Engy is one of the fastest-growing inference networks on @bittensor and beyond. A big customer with serious traffic. That is the workload we were built for.
This cycle all ppl want the same thing: substance, revenue, and buybacks.
That’s the game $TAO has been forcing subnets to play.
Pareton going live on Base is a clear example. Real product. Real demand. Now tradable from any wallet.
Access was the bottleneck and it will be gone soon.
More people are going to wake up to this.
base:0xddde5965d49e69b6362bd8743e139a45dbfeb7b3 is live on @base 🟦
No Bittensor wallet required. Trade Pareton like any other token on Base - through @aeroxyz x @forevermoney_ai, secured by @chainlink CCIP.
Access was the bottleneck, not the tech. The leading inference optimization network is now open to every wallet on Base.
bittensor:native is an obvious player here.
Many top subnets have been indeed buying back their own alpha tokens with revenues earned.
@engyai as an example and one of the fastest growing subnets.
$TAO 到现在都还没多少中文圈认真聊。
上一轮跟我聊过的朋友，很多都being critical：子网垃圾、矿工刷分、叙事比产品快。那时候这批评没说错。
但现在再把机制和子网信息重新看一遍，观感会很割裂。跟上一个 cycle 比，质量和机制不是微调，是好了 另一个数量级倍。
以前看的是“发币激励 + PPT 子网”。现在看的是：有真实收入的子网，有产品在跑的团队，机制也在把差的往外挤。
所以我还是那个判断：$TAO 依然是庄会看上的币。不是因为热闹，是因为它变的更难随意否定。
Jasmine retweeted
i genuinely believe the world will be better with crypto becomes mainstream
the great evanss6 once said longing crypto is shorting intelligence. i agree Ai is headwind to cryptographic security.
he also once said cryptos only use case is crime. that doesnt mean the suits and fiat system have less crime. u just dont see them on public ledger
and with Ai agent being the more intelligent species coming to our world, we human should nudge them towards doing work on blockchain. becos the alternative is Dario spending billions on legal wrapper giving these agents human identity and bank accounts - replacing us in the name of smarter “human” elsewhere. with no job, eventually we cant afford compute, intelligence and become second class citizen waiting for UBI handouts
as builder we shud max hopium swim against the tide and max sure our openclaw and hermes agents are running on crypto. transparent work transparent crime. all value flow captured as much by us (the longtail human) vs bigbrother 1984
Jasmine retweeted
1/
everyone's hunting the next big model subnet. meanwhile the least glamorous problem in the entire stack is that inference is expensive and most of it runs unoptimized.
SN10 @Pareton_ai is quietly building the layer that fixes that
More ppl and business are excited for what @engyai is providing
I believe revenue will catch up very soon ✌️
Reduce your AI inference costs by 50% or more with no compromise on quality or performance. Our platform delivers leading models at highly competitive rates:
Request a test key by joining our Discord: discord.com/invite/ZgjS3XyRM…
Consumer GPUs are crushing datacenter cards!
True AI democratization is exploding: Affordable frontier intelligence is the real human right of the AI age.
And this is happening on $Tao.
The value of Subnets is about to be seen by the world.
@engyai #SN53
we got the full Kimi K3, 2.8T params, running on 80x RTX 5090s.
20 tok/s single stream, day one, untuned. Last week we took GLM-5.2 from 30 to 110 tok/s on this same fleet. This number will climb.
A first for open weights: frontier intelligence served with zero HBM, the scarcest silicon in AI. Just GDDR7 gaming cards, plain ethernet, and the official MXFP4 weights, nothing requantized.
The most powerful open model on Earth, on the most abundant GPUs on Earth. Any lab, startup, or university can now own it, probe it, fine-tune it, run agents on it.
@Kimi_Moonshot
