Onchain Inference Accelerates: Venice Hits 500B Tokens/Day, 2x Since September
0xJeff · x · 2026-10-18
0xJeff's paid newsletter covers last week's crypto market and the fast-accelerating onchain inference sector. Macro backdrop: hotter-than-expected CPI/PPI, worsening US debt and oil situations, equities hammered (Korea especially), rumors of Leopold and other long AI funds blowing up, while crypto held up. Onchain inference teams are growing fast: Venice hit 500B tokens/day (2x since September), Surplus near 240B (2.5x), Dolphin 14B; the author thinks onchain AI could accelerate 10x+ by year-end, and maps out market leaders, fastest growers, and undervalued players across GPU/TEE expansion into inference.
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