More than doubled since October! Onchain inference market token usage surges; potential for AI inference market growth assessed. @0xJeff recently stated: “Onchain AI might accelerate 10x+ by the end of this year,” noting that current project valuations remain compressed, yet usage is growing rapidly week over week. 1️⃣ Venice ($VVV) @AskVenice A privacy-focused AI platform founded by @ErikVoorhees, featuring no storage of conversation histories and anonymous model access. @21shares recently launched a $VVV ETP in Europe, backed by physical tokens. • 500B+ tokens/day — ~100% growth since September 📈 • ARR ~$150M • Market cap: $1.19B 2️⃣ Surplus @AskSurplus An onchain inference order book marketplace where individuals with excess API credits or compute capacity list their resources for sale, enabling buyers to transact at the lowest available price. • 300B tokens/day — 150% growth since September 📈 • 4.7T tokens traded in the last 30 days • Cumulative savings: $2M • Market cap: $18M 3️⃣ Dolphin AI (POD) @dphnAI Delivers ultra-low-cost AI inference via a decentralized GPU network, emphasizing unlimited model access and high cache rates, ideal for agent workloads. Agents often resend identical long contexts — this service significantly reduces token consumption. • ~32B tokens/day one week after public API launch — doubled within days 📈 • Cumulative: 8T+ tokens • 1.6k workers 4️⃣ Bittensor @opentensor Ecosystem (Chutes + Engy) An inference subnet on Bittensor where miners provide compute power, validated through a consensus mechanism to ensure model accuracy. Recently launched the Null Consensus upgrade, increasing the subnet participant cap from 256 to up to 2,500. • Engy: ~50B tokens/day