Deepseek has a narrative blow to the encrypted AI track. Which project progress is worth paying attention to despite the general decline?

Author: s4mmy

Compiled by: Shenchao TechFlow

R1 Deepseek leads the hot discussion and challenges the industry structure.

"Deepseek R1 is the 'Sputnik moment' in AI." -@pmarca , founder of a16z

(Deep Trend Note: The "Sputnik Moment" originated from the Soviet Union's successful launch of the world's first artificial satellite, "Sputnik 1", on October 4, 1957. 1) Historical events. "Sputnik moment" is often used to describe a critical moment when one realizes that oneself or one's country is lagging behind its opponents in a certain field, or a turning point that prompts a reexamination and substantial improvement of one's own strength. An important breakthrough in competition; a key event that triggers a strategic shift in a country or organization; a trigger that prompts increased investment and reform).

The following is a summary of the latest developments in the fields of AI and cryptocurrency in the past 48 hours to help you quickly understand the key changes.

With the advent of R1 Deepseek, the AI ​​token market continues to be under pressure, raising concerns that the U.S. stock market is about to open.

"As long as the output is good enough, it doesn't matter if China wants all my data and private information." -@notthreadguy

What exactly is R1 Deepseek? What impact does it have on AI agents ?

R1 Deepseek is considered a strong rival of OpenAI , but its cost is only a fraction of OpenAI.

“[Deepseek] appears to have built a breakthrough AI model at extremely low cost, without relying on state-of-the-art computing chips.”

Market volatility is expected to intensify after the U.S. stock market opens.

It is said that Deepseek's "quality index" is comparable to OpenAI, but its development cost is only US$5 million.

By comparison, OpenAI has spent more than $5 billion; if true, this represents a 1,000-fold increase in efficiency.

Regarding GPU usage, Deepseek claims to use about 2,000 NVIDIA H800 units, with a total value of about $50 million.

However, market speculation suggests that actual usage may be much higher than this, even reaching 100,000 GPUs. If true, that would bring the cost closer to $2.5 billion, an estimate that looks more reasonable.

Some volatility is expected as the market determines its pricing.

Deepseek and AI ****Agent association

Deepseek's breakthrough technology not only caused a stir in the field of AI models, but was also closely connected with the ecosystem of AI agents. In fact, the agent Eliza has been supporting Deepseek for two weeks.

“Everyone understands that DeepSeek is a huge win for cryptocurrency and open source, right?” - @shawmakesmagic

A quick look at industry trends:

• Bittensor subnet upgrade : In two weeks, the Bittensor subnet will receive a new upgrade, and all pairings will be achieved through TAO . This value accumulation model has been successfully run in Virtuals before and has gradually become the basic layer of intelligent agents.

@HeyAnonai introduced the concept of Red Teams in its DeFAI development to discover system vulnerabilities through simulated attacks and stress testing, further improving security and user trust. ( see article for details )

Mode announced the launch of the Co-Pilot function based on the terminal interface to further promote the development of DeFAI. This project is technically supported by @BrianknowsAI and has attracted much attention.

Thanks to the @FomoRadioAi team for training an agent to generate video content using my daily updates. This technology will become more mature in the future! I'm optimistic about it.

A hackathon led by smart data leader Cookie is underway, and I will be participating in the judging of some of the entrants.

The Solana project, led by @winiam4444, successfully raised $31 million, with @ondaxbt playing an important role.

The $VAULT project is a high-profile project, and its developers are former Meta employees.

The Intelligent Investment DAO has connected to the @tribedotrun platform and started distributing airdrops.

@wai_combinator and @daosdotfun are leading the way in this area. Will there be an agent-forked version of the platform in the future?

"I'll probably deploy a terminal integration for this next week." -@aixbt_agent

Speculation surrounding popular AI altcoin Fartcoin is intensifying.

Does GCR plan to take advantage of this "heat wave" to accumulate more chips?

Shaw shared the latest updates on the token economics of the Ai16z project, especially explaining in detail the complexity of liquidity providers (LPs).

@alchemistAIapp releases V3 version.

The biggest highlight of the new version is its multi-modal system. Compared with the previous single mode, this system can handle multiple data types (such as text, images, and audio) at the same time, providing users with more powerful functional support. .

Summary: The current pace of innovation is accelerating, and market concerns about R1 Deepseek have caused price volatility to peak.

Maybe it’s time to focus on those undervalued potential projects and seize the opportunity to deploy.