HIGER|Jul 21, 2026 07:10
Yesterday, this stock skyrocketed. It's a new type of Neocloud using encrypted GPU cloud solutions.
In the intersection of AI and Crypto, I’ve come across some interesting experiments. While there might be some fraud and manipulation involved, we can think about it from a broader perspective and discover new opportunities:
1. Pure token model: Grass, focused on training data collection. Personally, I’m optimistic about this direction, but the project team needs to be more transparent and share profits with token holders.
2. Equity model: Venice, working on a privacy-focused large model gateway. Their Web2 traffic is doing really well, with $65M in equity financing, making it a unicorn. However, the value of their token is relatively weaker, and it ultimately depends on how the team manages it.
3. DAT model: This is the company in my screenshot. Crypto project Aethir + publicly listed company Axe Compute are trying to offer decentralized GPU cloud services.
GRASS VVV ATH
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