Sep 4, 2026 weekly deep dive
Quarterly Altcoin Spotlight: Decentralized AI Marketplace Struggles to Convert Buzz Into Builder Demand
₿ Conviction
The largest decentralized compute network bills itself as an open, permissionless marketplace for artificial intelligence — a kind of AWS built from the ground up for AI services, where independent teams run specialized sub-networks competing to provide inference, prediction, search, and raw compute. The thesis is compelling on paper. The numbers tell a more cautious story.