KevinSimback

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The AI sector within crypto is the only place where you still see runners on a day when most everything else is red
30% of the tracked tokens are green on the day and the cap-weighted index is only down 1.26%
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What model is the best at poker?
Benchmarks are great, but they're not fun, I wanted to put models in head-to-head competition
Background: a few weekends ago I built an agent poker engine and wanted to see which agent was better - Hermes or OpenClaw
Hermes won the first match, then I had them play 100 matches (not hands) of heads up Texas Hold'em
The result? Exactly 50-50, neither is decisively better out of the box
I used a variety of models across the 100 matches to mix it up and noticed some trends, so last night I ran a tournament to see which MODEL was best at poker
Here's how it worked:
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Overall crypto AI market down today along with everything else, but the small cap names showing strength
This is probably where you see the biggest moves on the next up day
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The AI pie is growing so fast it’s easy to miss trends within the trend
One worth watching:
Serious products are stacking proprietary RL on open-weight bases instead of just routing to frontier APIs
They’re bringing post-training in house and getting better results than just routing to frontier APIs
Cursor’s Composer 2 is the best example
25% of compute on the Kimi base and 75% on Cursor’s own RL using their coding trajectories
Many others are doing this quietly, many more will go this route
The base model is the commodity and the post-training is the moat
The only complication is that the po
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While everyone is paying attention to the frontier labs, there is a market segment that:
> wants open weights
> can't or won't use Chinese models
> values vendor neutrality
I'll give you 1 guess as to who fits this perfectly
The question is how big and fast this segment grows
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Shilling people one at a time on Hermes Agent!
Love to see this
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The next crypto wave could be super simple - selling AI inference
Why crypto?
> permissionless supply onboarding (better models now being run on modest hw)
> stablecoin micropayments per token (good for agentic apps)
> marketplaces for models the big labs will never host (uncensored, privacy, etc)
> token incentives to bootstrap customer acquisition
@venice / $VVV is the cleanest current expression of this, pmf is hard to deny
What’s converging:
> inference demand is going parabolic with no signs of slowing, room for many players
> specialized and fine-tuned models are exploding - a long tail
VVV5.06%
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Log off and go call your mom
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Is the VeniceAI $VVV token overvalued?
I’m a big fan of @AskVenice and have been using the product for ~2 years
And lately VVV has been ripping so I wanted to dig into the numbers
The closest comp product-wise is probably OpenRouter and they currently do ~60x the inference volume at ~2x the valuation
Not a good sign for VVV, at least at first glance
But, Venice is a bit different- it offers privacy (premium service) and routes a portion of traffic through its owned GPUs unlike OpenRouter which doesn’t own any infra
So maybe a better comp is TogetherAI which also owns GPUs
Together does ~45x th
VVV5.06%
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If I were CEO of a 100+ person company knowing what’s possible with Claude Code and AI agents, I don’t know how I’d sleep at night
I’d want to push AI 24/7 across the company
Smaller firm and you could pill everyone 1:1, but at 100+ that’s not easily scalable, u need good help
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I can now say the best AI supply chain alpha comes from @aleabitoreddit
I had my Hermes agent analyze posts from the past 60 days (558 posts)
> 22 picks, 21 were up last 30 days
> avg 1M performance +63%
> best 1M performer +248%
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Did Google just build support for x402 but settling on @solana instead of Base?
Google as the first hyperscaler to integrate x402 for pay-per-request is pretty notable - agents can settle GCP usage on-chain
x402 is quietly having a big week, time to pay closer attention
SOL0.51%
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The great de-coupling - one of the best pair trades of the AI cycle
Long memory manufacturers / short non-AI memory buyers
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I recently setup a Hermes agent for my family, put us in a WhatsApp group
The best feature so far - logging into the school portal every day and sending announcements, grades, homework, etc.
Now working on summer travel planning
Total game changer, dunno why I didn’t do this sooner
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The “make it easy to deploy agents in the enterprise” solutions are coming out
Distribution will be key here, not necessarily the best product, just look at Copilot
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Not long ago it felt like Google was in pole position
Now it feels like a two horse race between OpenAI and Anthropic
But it’s highly likely we see more leapfrogs this year from Google, xAI and maybe Meta
That’s part of what makes it all exciting
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I’m extremely bullish on open-source AI
Not to discount frontier labs or closed source solutions
But the pace of improvement, community energy, and sheer economic pressure from surging AI demand all point in one direction
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If you want to see the real workers of the economy, walk around NYC at 6am
The delivery drivers, cafe owners, street cleaners, and everyone else who makes the city hum for the 4m people who work in the city
They get up at 3-4am and commute for an hour and largely go unnoticed
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OpenClaw vs Hermes - which is better?
I get that question a lot, but the real question is: better at what?
Well, how about poker?
Yep, I had my OpenClaw agent play my Hermes agent in a battle of Texas Hold'em
I made the setup interesting - they used inference credits from Openrouter as currency
But each decision used inference, so they also had to be smart and not waste their stack thinking too hard
As each won a hand, the winner's credit limit was increased while the loser's was decreased
So in theory, one agent could double their inference budget, minus whatever was used for inference in pl
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