0GLabs

之前我详细讲过第一期的 Guild on 0G ，前几天来了第二期，第一期的三个项目已经成为我必须参与重点项目
#0glabs

这次仔细研究了这三个项目，大家也必须要关注一下

这次三个项目一个钱包，一个链上签名，一个DeFi，对于普通用户来说介入难度比较低

#0GLabs #AI

建议理由为
1、成为 @0g_CN @0G_labs 生态中基础设施项目，参与0G生态就会使用，因此必须要准备一下

2、钱包目前发币的较少，不做特意标记。看产品后续常新度，但是链上签名这个概念确实对于web3落地有不少的积极影响

3、还没点铃铛的抓紧点击一下吧，Guild on 0G项目会成为融资、团队、市场的0G生态首选和龙头！！！

@NewmoneyAI
1、钱包赛道，上手难度较低，但是项目故事我觉得很有新意和特点，避开了目前主流的MPC钱包竞争

2、项目拓展到不仅仅可以管理加密货币，还可以管理股票和现金

同时引入了AI代理的故事，将代理对于财产的管理、跨链交易、制定预算等都可以使用

3、发过一个Meme币在Solana上
合约：AVKLphLUpoNCwiyUHt8PuK4vz6JFkhRFni7HwZKrpump

目前市值6万多U

4、目前项目还在Sui上面搞事情，并且入选了 #SuiHydropower

5、个人评价：多链搞事，并且都能入选生态建设的支持，猜测上述meme可能只是热度或者项目发币演习，关注其后续的融资进度和产品迭代
（融资当背景和保证团队稳定，产品迭代关注其创新点能否落地和概念受市场追捧和获客能力）

@tryPeony
我最近很喜欢这种项目，为啥呢，因为币安喜欢这种项目

感觉故事不大，但是落地性强，发币的话市值不大，容易上币安Alpha和币安钱包IDO，建议这个项目真的去申请一下，上了币安就是另一个概念了，对比 $BMT 和 $BR

相对于传统大家常用的DocSend等产品，这个产品的优势体现在：
1、去中心化带来的安全性放大！避免信息被窃取这个太重要了！

2、免费免费免费（重要的事情说三遍）

@zia_finance

这个算是纯粹的web3项目了，核心功能对外说明的很强大：

1、人工智能驱动的流动性引擎：在各个资金池中动态地重新分配资本，以提高深度并优化 LP 的回报。

2、自然语言 DEX (TradeGPT)：使用户能够使用简单的文本提示执行交易，无需任何技术经验

3、先进的 LP 策略：Zia 的保险库将支持跨池的智能流动性分配，以提高深度和资本效率

但是比较奇怪的是目前其产品TradeGPT网站是报错形式，我正在问询情况

思考
1、0G其实还有另一个和 @OnePieceLabs 一起做的加速器，里面好项目也很多，建议大家关注！

2、Guild on 0G更偏向早期阶段，我个人会从最早期项目关注其发展成熟到融资，加速器项目已经倾向于第二阶段了

3、目前 @OneGravityNFT 也很坚挺，如果个人比较看好的话，可以去买几只，赋能不会少，生态也会优先反哺NFT持有人

Artificial intelligence (AI), particularly with the rise of large language models (LLMs), is rapidly infiltrating every aspect of our lives. These models, trained on vast datasets collected from all corners of the internet, are achieving human-level success in many fields. However, the development and distribution of this powerful technology is often controlled by a few major players, i.e., it operates in a centralized structure. This raises serious concerns about security, privacy, fairness, and how AI aligns with human values.
What if there was a way to make AI more transparent, fair, and accessible to everyone? This is where the concept of decentralization comes in. Blockchain-powered decentralized structures offer a promising way to ensure transparency and democratization in AI production and distribution processes. However, existing blockchain infrastructures are still struggling to meet the internet-scale demands required by real-world AI systems.
To address these challenges, the OG (Zero Gravity) project has emerged. OG is making a significant step by offering a fully decentralized artificial intelligence operating system (dAIOS) with a modular and layered architecture.
What is OG? The Architecture of a Decentralized Future
OG is essentially a comprehensive system aimed at moving AI workflows to a decentralized environment. It does this through three main network components that work organically together and a consensus network that governs them:
OG Storage Network (OG Storage): The layer where data essential for AI is stored securely and scalably.OG Data Availability Network (OG DA): The layer that ensures the verification of off-chain states for decentralized AI networks, particularly Layer 2 solutions and optimistic mechanisms.OG Compute Network (Service Marketplace): A decentralized service marketplace supporting various computational tasks such as data retrieval, AI inference, and even training.OG Consensus Networks: Core layers that manage resources in these networks without permission, ensuring the security, transaction ordering, and data sequencing across the networks.
One of the most striking features of OG is the innovative sharding mechanisms used across all of these network components. This enables OG to theoretically offer infinite horizontal scalability, aiming to eliminate the barriers to the true democratization of AI.
A Closer Look at the Layers of OG
Let’s dive deeper into the core components that make up OG:
1. OG Storage: Reliable and Flexible Data Management
OG Storage not only stores data but also provides a layered architecture that caters to different application needs:
Log System Layer: A layer designed for archiving unstructured raw data that is append-only, ensuring data is sequentially ordered through a log-like mechanism.Key-Value Store Runtime: Built on top of the log system, this layer manages mutable and structured data. With access control mechanisms, it enables applications like decentralized social networks.Transactional Processing: This mechanism offers optimistic concurrency control to support simultaneous updates on the KV store (e.g., collaborative editing tools like Google Docs). OG Storage uses an innovative Proof of Random Access (PoRA) mechanism to incentivize the storage of data. Miners (storage nodes) are rewarded for proving they can randomly query archived data. This system balances fairness for small miners, discourages external storage usage, and ensures the replica count of data is managed by rewarding those storing rare data.
2. OG Data Availability (OG DA): Ensuring Off-Chain Verification
In decentralized systems, especially Layer 2 solutions or optimistic AI networks, the ability to verify off-chain outcomes is critical. OG DA is designed to meet this need.
OG DA splits the data availability workflow into two main paths:
Data Publishing Lane: Ensures data availability by controlling the collective signatures of relevant DA nodes on the consensus network. This only requires a small amount of data flow through the consensus protocol.Data Storage Lane: Where large-scale data transfers occur, supported by horizontal scalability through erasure coding-based data slicing.
Security is provided by DA nodes, which are stakeholders in the OG consensus. These nodes form randomly generated committees (quorums) using verifiable random functions (VRFs), and their collective signatures are sent to the OG consensus for data availability approval. OG DA also speeds up erasure coding using GPU-accelerated solutions.
3. OG Compute Network and Service Marketplace: The Hub for Decentralized Services
As a dAIOS, OG not only provides storage and data availability but also a platform for managing decentralized computing resources: the OG Compute Network. This network functions as a service marketplace where various tasks (data retrieval, AI inference, AI training, etc.) are distributed and verified.
Operation: Service providers register the types of services they offer, pricing, and verification methods on smart contracts. Users discover and interact with these services by making a prepaid payment in OG tokens.Interaction: Users directly interact with service providers, send requests, receive responses, and validate the response. Providers send signed request/response records to smart contracts to receive their payment.Efficiency: Workloads can be perfectly partitioned for horizontal scalability, minimizing blockchain load. OG optimizes on-chain consensus costs using zero-knowledge proof mechanisms.Convenience: OG offers SDKs and APIs to make it easy for service providers to register their services and for users to explore and interact with them.
Infinite Scalability: Multiple Consensus and Shared Staking
Perhaps OG's most ambitious feature is its scalability approach. The system operates not on a single consensus network, but with multiple parallel and independent consensus networks.
A key component of this architecture is the shared staking mechanism. Validators participate in the maintenance of all consensus networks, while using a single shared staking state. This state can be held on the OG network or even on external networks like Ethereum. Tokens generated through incentives in one network can be converted into the main staking token (e.g., an ERC20 token) via a secure cross-chain bridge. This design ensures that all OG consensus networks share the same high level of security. Through restaking frameworks like EigenLayer or Babylon, it is even possible to ensure security at the level of Bitcoin or Ethereum. This multi-consensus and shared staking design gives OG’s system the theoretical potential for infinite scalability.
A Step Towards the Democratization of AI
In the face of privacy, fairness, and control issues brought about by centralized AI platforms, decentralized solutions like OG offer great hope. With its integrated storage, data availability, and compute layers, OG provides a comprehensive, modular, and, importantly, scalable decentralized AI operating system that raises the bar in this field. OG’s ultimate goal is to democratize AI development and distribution, increase transparency, and shift control from a single center to the community. This vision could help facilitate the transition of AI applications from Web2 to Web3 and contribute to building a fairer and more participatory future on the path toward Artificial General Intelligence (AGI).

#OG #0glabs #0G #DecentralizedAI $BTC $ETH $XRP #ZeroGravity

Sandeep Nailwal — сооснователь Polygon (MATIC) и один из самых влиятельных инвесторов в блокчейн-индустрии. В 2024–2025 годах он активно поддерживает инновационные проекты, фокусируясь на инфраструктуре Web3, масштабируемости и децентрализованных технологиях.
На основе данных из отчета выделяем топ-5 его ключевых инвестиций за этот период.

5️⃣. Fabric Cryptography – $29 млн
📊Сектор: Криптографическое оборудование.
💲Инвестиции: Series A (август 2024) при поддержке Blockchain Capital.
✅Почему важно: Ускорение криптографических алгоритмов критично для DeFi и приватности.


4️⃣. Movement (MOVE) – $38 млн
📊Сектор: Layer 1 с упором на децентрализацию.
💲Инвестиции: Series A (апрель 2024) вместе с Polychain Capital и OKX Ventures.
✅Почему важно: Дружественная к сообществу архитектура и прозрачная токеномика.

3️⃣. 0G Labs – $40 млн
📊Сектор: Модульный блокчейн для ИИ.
💲Инвестиции: Seed-раунд ($40 млн, ноябрь 2024) с Delphi Ventures и Animoca Brands.
✅Почему важно: Фокус на децентрализованных вычислениях для ИИ — тренд 2024–2025.


2️⃣. Succinct (0G) – $55 млн
📊Сектор: ZKP (Zero-Knowledge Proofs) и межсетевое взаимодействие.
💲Инвестиции: Series A (март 2024) при участии Paradigm.
✅Почему важно: Проект решает проблему масштабируемости и безопасности в мультичейн-среде.


🥇. Berachain (BERA) – $100 млн привлечено
📊Сектор: Layer 1 (EVM-совместимый блокчейн).
💲Инвестиции: Участие в Series B ($100 млн, апрель 2024) вместе с Polychain Capital и HashKey.
✅Почему важно: Berachain использует уникальный консенсус Proof-of-Liquidity и сочетает совместимость с Ethereum и Cosmos SDK.
Sandeep Nailwal продолжает формировать будущее Web3, инвестируя в проекты на стыке инфраструктуры, масштабируемости и ИИ. Его выбор — это индикатор трендов: от модульных блокчейнов до аппаратных решений. Следить за этими проектами стоит не только инвесторам, но и разработчикам.
#Berachain #0G #MovementLabs #FabricCrypto #0GLabs

很多人都在关注 @0G_labs @0g_CN ，但是大家更多的关注其官方的内容参与、运营和市场。作为我个人也很看好Layer1，我决定另辟蹊径，通过生态挖掘其给AI世界带来的变革力量

专注生态，挖掘潜力，相信0G也很看重生态变化

我看了其生态中的上百个项目，在优中选优，挑了几个项目，整理了其背景和参与方式和个人点评
#0G #0glabs

@codatta_io
1、简介：Codatta 是一个无需许可的市场，将数据创建者与需求者联系起来，以管理在 XnY 网络上资产化的宝贵数据资源。这些资产为不同领域的 AI 和 DeSci 项目提供动力，并由与贡献者分享未来收入的版税模式提供支持

2、背景：这项目有OKX和Mask的250万美金的种子轮融资

3、参与方式：有明确的积分系统：用户可以通过 Codatta 平台上的各种活动赚取积分。这些可能包括提供高质量的数据、参与数据管理任务或为平台的发展获得奖励

4、个人点评：个人感觉项目综合不错，有上头部交易所预期，并且还是明牌发币，预期明确不PUA

@hyperbolic_labs
1、简介：Hyperbolic 正在构建一个 AI 云，以实现对 AI 的开放访问。通过聚合全球GPU计算和保证AI模型运行叠加数据隐私实现

2、背景：项目完成两轮融资，累计融资1900万美金，融资机构Polychain和Wintermute

3、个人点评：竞品可以对标io，但是这个项目还没发币，有矿机的玩家可以着重关注这个项目，也是有不错的大所和市场潜力预期

@moralisdevs
1、简介：是一个 Web3 开发平台，可提供用户在一个地方创建、托管、构建和发展出色的去中心化应用程序

2、背景：项目完成两轮融资，累计融资5200万美金，融资机构有coinbase

3、点评：这个项目主要针对B端和开发者，大家可以体验一把，不一定发币，但是作为刚需的基础设施，盈利能力和产品能力毋庸置疑

@FractionAI_xyz
1、简介：是一个 AI Web3 平台，提供训练人工智能模型所有步骤的领域专业标记数据，包括适用于各种人工智能应用的文本、图像、音频和视频

它通过去中心化市场获取数据，以确保最佳的自由市场价格

2、背景：去年底刚完成的600万美金种子轮融资，领投机构有Spartan等

3、参与方式：大家加入等候白名单：https://fractionai.xyz/waitlist/

官方有明确代币涉及质押等场景需求，但是没看到官方代币信息，大家保持关注

4、个人点评：随着AI深化发展，各种定制化模型、专业模型也会呈现爆发性增长，那最重要的就是喂给模型的数据如何保证准确、有效、有价值。能够提供专业标记数据的产品就有很大的市场潜力了！

@ChainbaseHQ
1、简介：Chainbase是一个全链数据网络。它的核心使命是为人工智能时代提供一个透明、可靠、无需许可的数据层。通过其模块化设计，它支持跨链的数据互操作性和可编程性，使构建和使用数据模型变得容易。

2、背景：两轮融资，完成1650万美金，投资机构是经纬和腾讯

3、个人点评：数据是AI时代的石油，只有好的数据才能为模型训练提供支持、才能为模型有用性提供底层助力！

因此如何更好的完成数据的筛选、有用性是一个大的问题和市场，Chainbase就比较值得关注

虽然这是一个比较中国的项目偏向B端，团队和投资背景也不错，项目合作很牛

@Raiinmakerapp
1、简介：搭建去中心化的 AI 工具和 web3 基础设施，以支持体育、游戏和娱乐项目。用户可以通过他们的 iOS 或 Android 手机训练 AI，获得与其对 AI 模型的影响成正比的奖励

2、背景：Jump Capital领投的种子轮750万美金

3、如何参与：官方文档详细表述了获得积分的方式，因为篇幅限制，本文不展开详细描述，后面会详细讲解

比如每日登录：持续登录Raiinmaker App和Coiin表明积极参与；比如应用内 AI 训练：准确利用 AI 训练模块，提高系统效率和分数等都可以获得分数

其他细节可以看官方文档：https://docs.coiin.ai/home/getting-started/about-rewards/all-about-moondrops…

4、个人点评：获得积分的方式官方给的很详细成熟、产品也已经发展到不错的阶段，有APP

建议大家可以作为核心项目参与，项目质量不错

个人思考
在调研过程中，我个人也在不断的学习和成长，有一些个人思考分享给大家

1、AI仍然是这波牛市最重要的主旋律之一，大家不要被短暂的行情影响长期的判断，所以在这样子行情中，关注AI，低位参与和埋伏是一个最佳选择

2、未来0G和其生态会超过Solana和Base，占据AI + Web3生态的半壁江山

3、不论是从用户日活和场景落地上，0G及其生态会成为头部交易所的相对偏好，0G生态会有大爆发

4、不论是融资还是团队背景、抑或产品完善程度和未来前景，0G都会是其中头部的存在，随着其第一套核心NFT发行，相信0G有望引领新一波的AI风潮

5、其实0G生态中还有很多好项目，因为篇幅有限，因此本次只讲上述几个项目，我将在后面详细为大家讲解其他的优质项目和更深入的文章分析和参与玩法等