Onchain Inference Grows 5x in 3 Months: 15 Teams to Watch This Cycle
0xJeff · x · 2026-10-13
Crypto-focused analyst 0xJeff maps out the onchain inference wave:
- Growth: tokens/day up 5x in 3 months; Surplus Intelligence went from 10B in August to 200B/day in October; engy is back near its ATH of 30B+/day; AntSeed doubled in days; Dolphin AI launched a public API with an agent harness called Flipper coming next.
- Teams to watch: actual computer, antseed, blockrun, chutes, darkbloom, dolphin ai, engy, gm, morpheus, orbio, surplus intelligence, usepod, venice ai, warden/holo, among 15 total.
- Thesis: another 5x this quarter wouldn't surprise him; the next narrative is the financialization of compute and inference as tradable frontier assets (long/short compute on platforms like Architect).
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