Opportunities for AI Under Tariff Suppression, Crypto May Fall Behind

By: blockbeats|2025/04/09 05:30:03
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Original Article Title: More AI Less Crypto
Original Article Author: @DanJablonski_, @BullpenFi Investor
Original Article Translation: zhouzhou, BlockBeats

Editor's Note: The intersection of the Crypto and AI ecosystems is rapidly evolving, with various projects advancing innovations such as intelligent agents, on-chain reasoning, decentralized models, and more. Chaos Labs is building AI researchers, Sentient is introducing on-chain intelligent agents, Gaianet is collaborating with Mira to enhance credibility, Ambient is focusing on real-time reasoning, and Sei is exploring the robot economy. This wave of enthusiasm is sweeping through the Web3 and AI intersection.

The following is the original content (reorganized for better readability):

Across the entire crypto industry, no track has seen faster development than AI. Even in the current downturn of on-chain sentiment, AI still commands the highest attention. The signal is very clear, and too much is happening for silence to be an option. In this tariff-ridden week, we have distilled the core content of the Crypto AI field for you:

If you want to understand the overall trend, the following few lengthy articles are well worth a read. They do not focus on a particular project but rather present where we are, and where we might be headed in the future.

1. Chain of Thought's "The State of the Swarm (I): Dawn"


The AI swarm is the future direction: millions of autonomous intelligent agents will engage in real-time trading and evolution under market mechanisms, forming an "agentic economy."


Teng Yan (@0xPrismatic) has been dedicated to Crypto AI research for almost a year. Recently, his @CoT_Research acquired @OutpostdotAI, becoming a major observatory platform in this field, publishing weekly updates and in-depth insights, exploring how the fusion of AI and crypto is evolving.

2. @YB_Effect: Another key voice in the Crypto AI field

He shared a summary of his conversation with the DeAI (Decentralized AI) founder and investor in an article. The key takeaway: DeAI is gaining attention due to decentralized training, open-source inference, strong network effects, and global accessibility. However, its biggest challenge still remains: how to prove that "decentralization" can truly bring value? Some even argue that without Crypto, open-source AI would not succeed.

Read Link

3. @Sendaifun Founder @Yashhsm: Thoughts on the "Attention Capital Market" and AI

His key point is: through "vibe coding," AI is making app development faster and cheaper, fueling a wave of "hype-able" tokenized applications. As the barriers to creation lower, "attention" becomes a true moat— and AI tools like @KaitoAI can help us quantify and trade this attention. The biggest issue still lies in "user retention," but AI remains highly promising and could be a key driver for the next wave of crypto adoption.

Tweet Link

4. @VariantFund's Legal Counsel and Investment Partner @DBarabander published a post on how crypto is addressing AI's core challenges.


He mentioned Variant's recent investments in projects like @PluralisHQ and @Hyperbolic_Labs.
DBarabander pointed out: Cryptography offers features like economic ownership, verifiability, and self-sovereignty, addressing AI's core issues in resource coordination, modular composition, native payments, and more. This means that AI agents can access shared computation, run in a trustless manner, and autonomously transact, driving the next wave of Crypto AI innovation.

Tweet Link

5. @GSR_io's "Integration of Crypto and AI" is a content-rich research report that delves deep into various aspects of the decentralized AI tech stack.


The article extensively analyzes multiple leading teams such as @PrimeIntellect, @NousResearch, @GensynAI, @PluralisHQ, etc., recommending reading to understand how decentralized training, data markets, and AI agent platforms combine to form an ecosystem.

Read Link

Many crypto podcasts often have noisy content, lacking substantive insights, but this week these two episodes are indeed insightful and worth a quick look:

1. Ejaaz (@cryptopunk7213) in conversation with Decentralised's Saurabh (@Desh_Saurabh)


@Decentralisedco has been consistently producing some of the highest quality and most timely research content in the Web3 space. In this podcast episode, they discuss how the decentralized design of blockchain is reshaping the AI tech stack—opening new pathways for data ownership, collaborative coordination, and computational models.

They point out that AI agents have the potential to significantly simplify the user experience of crypto products. Still, for success, the core needs to align with users' motivations, especially economic incentives.


Episode 37: How AI Agents Are Reshaping DeFi and Crypto Infrastructure (Host: Ejaaz Ahamadeen)

2. @BanklessHQ's "AI Weekly Rollups" has become a must-listen, even a must-watch show every week.


I usually listen to podcasts while running or working out, but Bankless's series has evolved from a "podcast" to a "full-screen sharing show," more like watching a performance than just listening to a conversation.
Very exciting. The program reviews all the key events from the previous week: xAI, Coreweave, Ghibili, Gemini 2.5, and the emerging new generation of AI agents in the crypto world.


Highlight Title: ChatGPT Goes Viral: 60 Minutes Breaks 1 Million Users

Finally, here are the significant progress updates this week from the most innovative teams:

1. @GensynAI launched the highly anticipated Testnet

Gensyn is a decentralized AI network that supports collaborative machine learning. Users can run nodes, train models, track contributions, and build a scalable open ecosystem.


It is currently in the Reinforcement Learning (RL) Swarm stage. The project follows a phased release approach and is gradually moving towards the Mainnet launch under community guidance. The ultimate goal is to operate an AI collaborative network handling real-world economic value.

Tweet Link

2. @GetGrass_io has seen a 320x increase in web crawling capability post-Sion upgrade.


Grass is a protocol that utilizes over 3 million user nodes to crawl and process public web data for AI model training. With the explosive growth of AI models like ChatGPT, the competition for public data has intensified, sparking deep discussions on "who owns the data." Research institution @FourPillarsFP has released an in-depth analysis of Grass's growth path.

Research Tweet Link

Opportunities for AI Under Tariff Suppression, Crypto May Fall Behind

3. @Hyperbolic_Labs has released a comprehensive March update and shared an article on model fine-tuning.


In their March review, Hyperbolic Labs highlighted the rapid growth of their AI cloud platform: GPU rental volume doubled compared to the previous month, the developer count reached 165,000, and added support for models like DeepSeek-V3-0324 and Qwen-QW-32B.

They continue to position themselves as a "high value, developer-friendly" inference service platform and are expected to launch Auto Top Ups, a new Model Playground, and a significant brand upgrade in May.

Furthermore, the team elaborated on various AI fine-tuning techniques, explaining how to adapt pre-trained language models to tasks through carefully curated data to enhance model efficiency, security, and alignment.

Monthly Report Link Article Fine-tuning

4. @Chakra_AI partnered with @FlowAI_xyz to integrate Chakra's open data standard into Flow's AI agent marketplace.


This partnership enables AI agents on the Flow platform to access real-time key datasets hosted by Chakra, enhancing their utility. For example, a DeFi smart agent could retrieve Bitcoin prices from Chakra's data warehouse and respond to user queries. The collaboration aims to expand Flow's AI agent ecosystem, including novel applications such as user-owned agents built on community data sources like Twitter and LinkedIn.

Official Tweet

5. Leading MPC protocol @ArciumHQ brought several significant updates this week.


Arcium focuses on building privacy-preserving AI and is developing the world's first encrypted supercomputer. This week, they released a preview of the "Encrypted Ecosystem," announced the launch of their Testnet on April 30th, and successfully closed a fundraising round with the CoinList community.

Update Tweet

6. @Chaos_Labs is building the "world's first AI-endowed crypto researcher."

I have already signed up for early access, and their intelligent agent system aims to enhance research depth and investment conviction. Chaos CEO Omar states that the system, akin to an AI swarm, will bring profound and actionable insights to the crypto market.

CEO Insights

7. @SentientAGI and @PondGNN collaborate to bring on-chain data-driven AI agents to Sentient Chat.


Sentient is a non-profit organization committed to building a decentralized, open-source AI ecosystem. Through this partnership, Pond's AI models can analyze on-chain data in real-time to provide users with operational insights, enhancing transparency and accountability.

Official Statement

8. @OpenGradient announces integration with @Crossmint to support building AI agents through the Goat SDK.

OpenGradient is a decentralized AI platform focusing on secure, open-source model hosting and scalable on-chain computation. In their March update, they also introduced Flock LLMs, integrated the LangChain workflow, laying the foundation for next-generation web3 AI applications.

Update Link

9. @Gaianet_AI partners with @Mira_Network to reduce AI hallucinations and bias by 90% through a trustless verification mechanism.


Gaia is a decentralized ecosystem supporting the evolution of AI applications, while Mira focuses on verifiable AI reasoning. Their collaboration, combining Mira's 2.5 million users and Gaia's 280,000 node network, will drive the adoption of AI in high-stakes scenarios such as healthcare and finance.

Collaboration Details

10. @Ambient_xyz officially emerges from stealth mode.


Ambient is a PoW Layer1, compatible with SVM, focusing on ultra-fast, real-time, verifiable inference on a 6 trillion parameter model. They aim to be a "decentralized OpenAI competitor" and embed AI into the chain's base layer design. Co-founder of @Delphi_Digital, @Shaughnessy119, shared related information.

Tweet Update

11. @Sei_FND released its latest research findings in the robotics, DePIN, and AI fields.


The team explored how DePIN and tokenization drive the development of physical AI, achieve robot assetization through blockchain, and incentivize AI participation. AI applications in industries such as healthcare and manufacturing will accelerate adoption, with the Sei chain acting as a critical financial infrastructure.

Official Blog

"Original Article Link"

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Trending Topics


Source: Overheard on CT (tg: @overheardonct), Kaito


PUMP: Today's discussions about PUMP focus on its new creator revenue-sharing model: the platform will allocate 50% of PumpSwap revenue to token creators, sparking varied reactions from users. Some criticize the move as insufficient or even misleading, while others view it as a positive step the platform is taking to reward creators. Meanwhile, PUMP faces market pressure from emerging competitors like LetsBONKfun and Raydium, which are rapidly gaining market share. Users also express concerns about PUMP's sustainability and potential regulatory risks in the U.S., with discussions extending to the platform's impact on the entire memecoin ecosystem.


COINBASE: Today, Coinbase became the first crypto company to join the S&P 500 Index, replacing Discover Financial Services, sparking widespread industry attention. The entire crypto community views this milestone as a significant development, signaling that crypto assets are further integrating into the mainstream financial system. The news has sparked lively discussions on Twitter, with many users pointing out that this may attract more institutional investors to enter the Bitcoin and other cryptocurrency markets.


XRP: XRP became the focal point of today's crypto discussion, with its significant market movements and strategic advances drawing attention. XRP has surpassed USDT to become the third-largest cryptocurrency by market capitalization, sparking market excitement and discussions about its future potential. The surge in market capitalization and price is believed to be related to increasing institutional interest, deepening strategic partnerships, and its role in the crypto ecosystem. Additionally, XRP's integration into multiple financial systems and its potential as a macro asset class are also seen as key factors driving the current market sentiment.


DYDX: Today's discussions about DYDX mainly focused on the dYdX Yapper Leaderboard launched by KaitoAI. The leaderboard aims to identify the most active community participants, with a total of $150,000 in rewards to be distributed over the first three seasons. This initiative has sparked broad community participation, with many users discussing the potential rewards and the incentive effect on the DYDX ecosystem. Meanwhile, progress on the ethDYDX to dYdX native chain migration and historical airdrop events have also been topics of discussion.


Featured Articles


1. "What Is 'ICM'? Holding Up the $4 Billion Market Cap Solana's New Narrative"

Overnight, the hottest narrative in the crypto space has become "Internet Capital Markets," with a host of crypto projects and founders, led by the Solana ecosystem's new Launchpad platform Believe, releasing this phrase. Together with "Believe in something," it has become the new slogan heralding the onset of a bull market. What exactly is the so-called "Internet Capital Market," will it become a short-lived hype phrase like the Base ecosystem's previous Content Coin, and what related targets are available for selection?


2.《LaunchCoin Surges 20x in One Day, How Did Believe Create a $200M Market Cap Shiba Inu After Going to Zero?|100x Retrospective》

LAUNCHCOIN broke through a $200 million market cap today, with the long-lost liquidity and such a high market cap "Memecoin" almost bringing half of the on-chain crypto community CT into the fray. The community is crazily discussing this token, with half of it being FOMO and the other half being FUD. This token, originally issued by Believe founder Ben Pasternak under his personal identity, transformed into a new platform token after a renaming. From once going to zero to a $200 million market cap, what happened in between?


On-chain Data


May 14 On-chain Fund Flow


Within 24 hours, GOONC's market cap soared to 70 million, could GOONC be the next billion-dollar dog on the Believe platform?

Bitcoin has broken $100,000, Ethereum has surpassed 2500, and is Solana's hot streak about to make a comeback?


The current market is in a state of macro euphoria, with GOONC riding the wave today, skyrocketing 10x in just a few hours, reaching a market cap of tens of millions of dollars, trading volume soaring past 50 million, and rumors swirling that the developer may be from OpenAI (unconfirmed but intriguing enough).


The "gooning" Culture in Forums


A ludicrous and absurd Solana meme that some actually buy into.


GOONC is a meme coin that has sprouted from the "gooning" subculture, offering no technological innovation or practical use, its sole function being speculation.


It takes inspiration from an NSFW term "gooning," which refers to a person being deeply immersed in certain content (you know what), eventually entering a nearly religious-like trance.


In Reddit (such as r/GOONED, r/GoonCaves) and some counterculture media outlets (such as MEL Magazine in 2020), "gooning" has gradually transitioned from an adult label to a meme-addicted, digital content and virtual self-indulgence synonym, arguably the epitome of Degen spirit.


GOONC is playing around with this concept, packaging the addictive nature, uselessness, and irony of gooning into a tradable financial product. The project team has made it clear: "We do not solve blockchain problems, we only trade absurdity." Blunt but oddly genuine.


GOONC launched on May 13, 2025, using the meme coin launch platform Believe App's LaunchCoin module on Solana. This tool is highly Degen: zero technical barriers, a few clicks to create a coin, perfect for projects like GOONC that can come up with ideas out of the blue.



The mastermind behind GOONC is also quite something and is the most talked-about, with KOL @basedalexandoor on X platform (alias "Pata van Goon") personally involved. His profile even caught the attention of Marc Andreessen, co-founder of a16z, making onlookers unable to resist speculating if GOONC has a hint of OpenAI lineage.



While this 'OpenAI Endorsement' is currently just community speculation, it is definitely a good card to play to fuel hype. Saying "we are pure speculation" on one hand, while tagging a few "AI + a16z" on the other.


From Wasteland to Moon in One Night


GOONC took off as soon as it launched. After its launch on May 13, 2025, its market capitalization skyrocketed to $22 million within 4 hours, with a trading volume exceeding $25.6 million in 24 hours. According to platform data, the first day of trading saw an astonishing +41,100% surge, soaring from $0.0000001 to $0.02, becoming a "missed-the-boat" situation.


GOONC quickly formed an active trading community post-launch, with a lot of discussion and trading signals appearing on X platform (such as the 292x return signal provided by DeBot). Liquidity pools on exchanges like Raydium and Meteora grew rapidly, supporting high trading volumes and price increases.


The real climax occurred between May 13 and May 14, with the market cap rising to $5.5 million in the morning and directly surpassing $55 million in the afternoon. By the 14th, it briefly approached a $70 million market cap, with the trading volume soaring to $59 million. Some community members even posted screenshots claiming an increase of +85,000%, creating a new myth out of the ruins.


As of 1:30 pm on May 14, the price stabilized around $0.039, with a total market cap and FDV both around $39.6 million, and a 24-hour trading volume of $5.43 million. Active platforms include XT.COM, LBank, Meteora, and others.


Although there was a slight pullback from the peak ($0.07), the coin's popularity remains strong. For a coin that relies purely on "irony + community + X post" to thrive, this performance is already at a stellar level.



Currently, the background of the token's development team is not transparent, increasing the potential risk of a rug pull. Rugcheck.xyz warns that the creator of the GOONC contract may have permission to modify the contract (e.g., change fees or mint additional tokens), posing certain security risks.


Community members speculate that the meteoric rise of GOONC may be the "last hurrah".


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