AI X CRYPTO THESIS 2025

Summary from the TLDR Crypto newsletter

Decentralized onchain AI models will introduce commoditized cognition, which will fundamentally reshape how AI is built, deployed, and monetized. Traditional pre-training has hit a plateau, which is driving a shift toward specialized fine-tuning, advanced inference-time compute, and memory innovations. Onchain AI models can unlock novel mechanisms like revenue-sharing and collateralized lending to attract institutional investment and community participation.