Jacob Zhao (@0xjacobzhao) / X

Jacob Zhao

1,223 posts

Jacob Zhao

@0xjacobzhao

Crypto × AI | Research • Writing • Investing | INTJ EIR @IOSGVC | ex-@ArweaveSCP @Mirana @OKX_Ventures @Indodax 📬 Subscribe → 0xjacobzhao.substack.com

decentraland

daoai.guru

Joined September 2020

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Jacob Zhao
@0xjacobzhao
Jul 13
The personal portal "daoai" is officially live today: 1️⃣ [ Origin // Genesis ] DaoAI // The Way and Wisdom. Decoding the underlying order of machine intelligence. 🔗 Portal Entrance: daoai.guru 2️⃣ [ Insight // BroadNotes ] Dedicated to long-form deep research
Jacob Zhao
@0xjacobzhao
Aug 3
1/ AI storage is often framed strictly as a GPU & HBM story. But model scaling creates two distinct physics problems: compute-bound hot memory vs retention-bound cold memory. Here is how the architecture splits — and where decentralized storage fits: 🧵
Jacob Zhao
@0xjacobzhao
Aug 3
AI storage continues to undergo aggressive valuation repricing by capital markets. In contrast, decentralized storage has languished in prolonged dormancy and neglect. Why such a stark dichotomy in their market performance?
Article
From Hot Storage to Cold Memory: Decentralized Storage Under the AI-Era Storage Boom
CXMT, officially debuted on the ChiNext board, sending shockwaves through the market with a staggering 500% surge. Despite lingering volatility from recent pullbacks across the broader memory sector,...
Jacob Zhao
@0xjacobzhao
Jul 28
“国产存储第一股”长鑫存储登陆创业板，以暴涨500%引爆全场。尽管近期存储板块仍受回调扰动，但AI存储依然被资本疯狂重估。与此同时，Web3去中心化存储却陷入长期沉寂。为什么同样冠以“存储”之名，市场表现却冰火两重天？究其原因，根本答案在于底层价值函数的分野……
Article
AI 时代存储热潮下的去中心化存储
近日，“国产存储第一股”长鑫存储正式登陆创业板，并以暴涨 500% 的惊人表现引爆全场。尽管近期存储板块整体仍受回调余波扰动，但 AI 存储依然在当下的科技叙事浪潮中被资本疯狂重估。与此同时，Web3...
Jacob Zhao
@0xjacobzhao
Jul 12
🚀 Time to BUIDL! 🛠️ Taking Pantheon Research to the next level by submitting to BUIDL_OPC_SG_0712 @amber_ac_ See what we’ve built so far 👇 🔗 pantheon-research.com
amber.ac
@amber_ac_
Jul 8
Article
Singapore’s Largest OPC Hackathon & Opening Ceremony of BUIDL_QUESTS 2026
We are thrilled to announce the launch of OPC Hackathon in Singapore on July 12 — the official opening event of BUIDL_QUESTS 2026. 🚀 We are entering a new era of AI. As AI systems expand from content...