.@dgrid_ai I previously made a video about this project.
Back then, I thought it was another concept of decentralized AI. But when I checked the data, I found out that they first earned money and only then prepared to issue tokens.
Seed round: $5 million. In the first half of 2026, they generated $23 million in revenue, with over 15,000 paid users.
🧵👇
1⃣ First, let’s talk about how that $23 million came about
Genesis membership: $1,580 in the first year, then $200 to renew from the second year onward.
15,000 people × $1,580— the numbers are basically pretty close.
Of course, the membership fees are real cash too; the payment address is a public Safe on BNB Chain.
In this sector, that’s relatively rare.
2⃣ So what exactly are you buying for $1,580
A monthly $300 model-call quota, one OpenClaw host machine, and a membership NFT on BSC.
The key is the NFT.
According to the official economic model, this batch of NFTs is tied to 25% of the total ten-year emissions of DGAI.
In a sense, this is more like a product presale with a token-related entitlement.
3⃣ Product side
AI Gateway is an OpenAI-compatible unified interface that routes to 200+ models—Claude, GPT, Gemini, DeepSeek are all included.
AI Arena lets users blind-test responses from two anonymous models; these human labels then feed back as training data for the router.
Plus DClaw local deployment, Model Marketplace, and Ask Dori. 50,000 DAU and 500,000 MAU.
The logic is like this:
Arena generates quality data → PoQ turns quality into verifiable signals → Gateway selects models based on those signals.
4⃣ My take
The reason DGrid proposed that AI infrastructure must be rebuilt—what they said last year—is even more true today than it was back then.
After AI moves from demos into agents and real workflows, cost, verifiability, and trust become the three most important things.
But I want to remind you:
Right now, the revenue structure and TGE are strongly linked—most of what members buy is, in fact, tied to token expectations.
One thing to watch is whether, after token issuance, the Gateway’s usage volume can actually support this whole narrative.
Project website: https://t.co/khLqZUSfC6
This post is only my personal view and does not constitute investment advice.
#DGrid #AI #Web3
Back then, I thought it was another concept of decentralized AI. But when I checked the data, I found out that they first earned money and only then prepared to issue tokens.
Seed round: $5 million. In the first half of 2026, they generated $23 million in revenue, with over 15,000 paid users.
🧵👇
1⃣ First, let’s talk about how that $23 million came about
Genesis membership: $1,580 in the first year, then $200 to renew from the second year onward.
15,000 people × $1,580— the numbers are basically pretty close.
Of course, the membership fees are real cash too; the payment address is a public Safe on BNB Chain.
In this sector, that’s relatively rare.
2⃣ So what exactly are you buying for $1,580
A monthly $300 model-call quota, one OpenClaw host machine, and a membership NFT on BSC.
The key is the NFT.
According to the official economic model, this batch of NFTs is tied to 25% of the total ten-year emissions of DGAI.
In a sense, this is more like a product presale with a token-related entitlement.
3⃣ Product side
AI Gateway is an OpenAI-compatible unified interface that routes to 200+ models—Claude, GPT, Gemini, DeepSeek are all included.
AI Arena lets users blind-test responses from two anonymous models; these human labels then feed back as training data for the router.
Plus DClaw local deployment, Model Marketplace, and Ask Dori. 50,000 DAU and 500,000 MAU.
The logic is like this:
Arena generates quality data → PoQ turns quality into verifiable signals → Gateway selects models based on those signals.
4⃣ My take
The reason DGrid proposed that AI infrastructure must be rebuilt—what they said last year—is even more true today than it was back then.
After AI moves from demos into agents and real workflows, cost, verifiability, and trust become the three most important things.
But I want to remind you:
Right now, the revenue structure and TGE are strongly linked—most of what members buy is, in fact, tied to token expectations.
One thing to watch is whether, after token issuance, the Gateway’s usage volume can actually support this whole narrative.
Project website: https://t.co/khLqZUSfC6
This post is only my personal view and does not constitute investment advice.
#DGrid #AI #Web3