The Insight // BroadNotes
BroadNotes
Deconstructing the symbiotic architecture of Crypto and Intelligence from first principles.
24 reports
Behind Hermes’ Rise to the Top: A Web3 Team’s Path Forward
Hermes Agent ranks #1 on OpenRouter by cumulative token volume. This report dissects how a crypto-native team closed the loop on 'challenger growth' — capturing OpenClaw's educated user base, building 'Delegation Trust' as a felt experiential difference, and evolving from personal agent to task steward.
From Hot Storage to Cold Memory: Decentralized Storage Under the AI-Era Storage Boom
Opening with CXMT's ChiNext debut, this report dissects how the AI-era storage repricing is fundamentally about hot-data efficiency, then contrasts decentralized storage's trust-maximizing cold-memory value function, mapping Filecoin and Arweave's opportunities and hard realities.
Will Quantum Computing End Cryptocurrency?
An assessment of the real timeline and risk quantum computing poses to today’s cryptographic assumptions, and the migration paths crypto networks have before a ‘Q-Day’ break.
Turning Probability into Assets: Prediction Market Agents
A forward look at agents that treat probability itself as an investable asset class — automating research, position-sizing and execution across prediction markets.
Ethereum Repricing: From Rollup-Centric to Security Settlement Layer
A reassessment of Ethereum’s value proposition as the ecosystem shifts from a rollup-centric scaling narrative toward positioning L1 as the security and settlement layer underpinning the rollup economy.
Machine Economic Order: A Full-Stack Path to Agentic Commerce
A six-layer protocol stack for agent-run commerce — from capability discovery to payment and delivery — where fiat rails (AP2) and stablecoin rails (x402) act as complementary engines rather than competitors.
Reinforcement Learning: The Paradigm Shift of Decentralized AI
Post-training and reinforcement learning are becoming central to capability scaling. Their verification and coordination needs align naturally with decentralized compute and crypto incentives.
Noya.ai: Agents in Prediction Markets
A study of prediction-market agents that compress the "research → judgment → execution → monitoring" loop into a single system, turning intelligence into on-chain action.
The Intelligent Evolution of DeFi: From Automation to AgentFi
Maps DeFi’s evolution from rules-based automation to autonomous AgentFi — agents that research, decide and execute across a fragmented on-chain landscape.
The Convergent Evolution of Automation, AI, and Web3 in the Robotics Industry
A look at how automation, embodied AI and Web3 incentive design are converging in robotics — from hardware data flywheels to on-chain coordination of physical labor.
GAIB Report: The On-Chain Financialization of AI Infrastructure — RWAiFi
How GAIB financializes AI compute infrastructure itself — turning GPU cash flows into on-chain, yield-bearing real-world assets.
Pendle Yield Strategies Unveiled: Pulse’s AgentFi Paradigm
Maps the Pendle PT/YT yield-trading landscape and how Pulse automates strategy selection into an AgentFi optimizer.
From zkVM to Open Proof Market: RISC Zero and Boundless
Traces RISC Zero’s zkVM approach and how Boundless turns proof generation into an open, competitive marketplace.
A Comprehensive Guide to Stablecoin Yield Strategies
A field guide to where stablecoin yield actually comes from — lending, basis trades, RWA and protocol incentives — and how to weigh the risk behind each.
A New Paradigm for Stablecoin Yields: AgentFi to XenoFi
Argues that autonomous agents are the next layer on top of stablecoin yield — moving from manual AgentFi strategies toward fully agent-run "XenoFi" portfolios.
Brevis: The Verifiable Computing Layer of zkVM and ZK Data Coprocessor
How Brevis moves zkVMs from research prototypes to production-grade infrastructure through cluster-level proving and a ZK data coprocessor for on-chain verifiable analytics.
Cysic: The ComputeFi Path of ZK Hardware Acceleration
Cysic’s ASIC roadmap and Hypercube IR abstract proof circuits into standardized parallel patterns, pointing toward a ComputeFi market for proving power.
From Federated Learning to Decentralized Agent Networks: ChainOpera
Federated learning as "controlled decentralization" — keeping data local while aggregating parameters — and how ChainOpera extends it toward multi-agent networks.
Almanak: The Inclusive Path of On-Chain Quantitative Finance
Almanak positions no-code quantitative strategy development as core AgentFi — an AI swarm that simulates a full quant-trading team while keeping execution non-custodial.
Theoriq: The Evolution of AgentFi in Liquidity Mining Yields
An analysis of Theoriq’s AlphaSwarm, which takes on liquidity provisioning — one of the hardest domains in AgentFi — through coordinated agent swarms.
The Holy Grail of Crypto AI: Frontier Exploration on Decentralized Training
Training is the "heavy industry" of AI. This report maps centralized, distributed, federated and fully decentralized training, and profiles Prime Intellect, Pluralis, Gensyn and Nous Research.
OpenLedger: An AI Chain for Monetizable Data and Models
A model-and-data AI chain with built-in Proof of Attribution, marking Crypto AI’s shift from raw-compute competition to the model and data layers.
The Future of Scalability: A Landscape of Web3 Parallel Computing
The blockchain trilemma reframed through parallel computing — a comprehensive landscape of the approaches trying to break the security/decentralization/scalability tradeoff.
Sentient: Building Loyal AI
Sentient’s OML framework (Open, Monetizable, Loyal) and model-fingerprinting approach to on-chain AI ownership — a "watermark" for large language models.
Where my work has appeared
Research maps organised by industry structure rather than chronology: layered, categorised, searchable, drillable.
4 mappings
2026 World Robot Conference (WRC) Exhibitor Industry Mapping
Re-maps exhibitors onto the robotics industry chain — from compute and core components, through robot manufacturing, to embodied models, data and the application ecosystem — with a listed-company robotics-purity audit and an absentee list.
2026 World Artificial Intelligence Conference (WAIC) China AI Industry Mapping
Re-maps exhibitors onto China's AI industry chain — from compute and chips, through intelligent infrastructure, models, agents and industry applications, to embodied intelligence and smart devices — with a China-vs-global benchmark table and an absentee list.
This mapping is Chinese-language research and will open in Chinese.
SuperAI 2026 Singapore Global AI Industry Mapping
Re-maps SuperAI 2026 Singapore's speakers and named partners onto the global AI industry chain — from chips, cloud infrastructure and developer tools, through frontier models, agents and vertical industries, to embodied intelligence and ecosystem capital — with an East-meets-West geographic analysis and an absentee list.
NVIDIA GTC 2026 San Jose Global AI Industry Mapping
Re-maps NVIDIA GTC 2026 San Jose's keynote and official pavilions onto the global AI industry chain — from chips and silicon, through the AI factory's physical layer, systems, cloud, data platforms and open models, to agents, physical AI and industry verticals — with structural observations and an absentee list.