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<p>Everyone is chasing the AI model.

I’m watching what the models will actually RUN on.

The physical crypto stack 👇

→ Compute: $RENDER
→ Location: $GEOD
→ Cloud: $ICP
→ Machines: $PEAQ
→ Payments: $ZBCN
→ Connectivity: $WMTX
→ Privacy: $ANYONE
→ AI coordination: $NEAR
→ Useful mining: $QUBIC
→ Intelligence: $TAO
→ Private compute: $VVV

AI might own the narrative.

But DePIN is building the rails underneath it.

Models are useless without infrastructure.

That’s the part of the AI trade I’m watching closest.

What am I missing? 👇</p>

Everyone is chasing the AI model.
I’m watching what the models will actually RUN on.
The physical crypto stack 👇
→ Compute: $RENDER
→ Location: $GEOD
→ Cloud: $ICP
→ Machines: $PEAQ
→ Payments: $ZBCN
→ Connectivity: $WMTX
→ Privacy: $ANYONE
→ AI coordination: $NEAR
→ Useful mining: $QUBIC
→ Intelligence: $TAO
→ Private compute: $VVV
AI might own the narrative.
But DePIN is building the rails underneath it.
Models are useless without infrastructure.
That’s the part of the AI trade I’m watching c

Everyone is chasing the AI model. I’m watching what the models will actually RUN on. The physical crypto stack 👇 → Compute: $RENDER → Location: $GEOD → Cloud: $ICP → Machines: $PEAQ → Payments: $ZBCN → Connectivity: $WMTX → Privacy: $ANYONE → AI coordination: $NEAR → Useful mining: $QUBIC → Intelligence: $TAO → Private compute: $VVV AI might own the narrative. But DePIN is building the rails underneath it. Models are useless without infrastructure. That’s the part of the AI trade I’m watching closest. What am I missing? 👇

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