Phoenix77

Every part of onchain inference is starting to accrue value to a different set of projects
Supply → Chutes
Routing → Surplus, UsePod
Tokenized access → Venice
Agent demand → OpenServ
I’m using the leaders as anchors, then building a watchlist of smaller names around each market.
1/ Inference Supply
@chutes_ai sets the benchmark.
6.12B requests and 35.8T+ input tokens in its released dataset.
Banger names:
@engyai verified inference
@TargonCompute confidential compute
@dphnAI - $POD consumer GPU inference
@CestusNetwork early distributed inference
The shift here is from renting GPUs → selling s

. $DEPEG is the first token to graduate on @liftdotfun on Arc Network.
Lift is a token launchpad on Arc, and $DEPEG is the first live token to go through its graduation process.
So for me, this is a simple first case to follow:
- how $DEPEG performs after graduation
- how Lift develops with the next launches
- whether more activity starts forming around the pad
Still very early.
I’ll keep tracking the numbers from here.

2025 was the perp DEX volume war.
2026 is the perp DEX product/infrastructure war.
I filtered the most important updates so you can save time researching every perp DEX yourself.
This should help you quickly see who is building what, how they differ, and which DEX fits your needs best.
Perp DEXs used to compete mainly on volume, liquidity, fees, and execution.
This year, the battle is expanding across several new product layers.
❯ Permissionless markets
@HyperliquidX is pushing this through HIP-3, letting builders deploy their own perp markets and choose the oracle, leverage, and market parame