General AI value is shifting into onchain AI, from labs to inference routers
0xJeff · x · 2026-07-26
General AI value is moving into onchain AI, with the post arguing for a value chain of China open-weight labs → inference providers → intelligent routers.
It highlights three signs of an emerging market structure:
- Venice is reportedly taking a larger share of token usage.
- DIEM secondary markets are starting to form.
- Decentralized consumer inference is developing structural moats.
The post frames this as a broader look at where value may flow next across the General AI ↔ Onchain AI stack.
Related event: Value Shifting to On-Chain AI Inference and Routers(2 posts)→
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