Deepseek delivers a narrative blow to the crypto AI sector; which projects are worth paying attention to amid the overall decline?

Author: s4mmy

Compiled by: Shenchao TechFlow

R1 Deepseek leads the heated discussion, challenging the industry landscape.

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

(Note from Shenchao: The "Sputnik moment" originates from the historical event on October 4, 1957, when the Soviet Union successfully launched the world's first artificial satellite, Sputnik 1. It describes a critical point when one realizes that they or their country is lagging behind their competitors in a certain field, prompting a reassessment and significant enhancement of their own capabilities. The term "Sputnik moment" is often used to refer to: significant breakthroughs in technological competition; key events that trigger a strategic shift for a nation or organization; and catalysts for increased investment and reform.)

Here’s a summary of the latest developments in the AI and cryptocurrency sectors over the past 48 hours, helping you quickly understand key changes.

With the launch of R1 Deepseek, the AI token market continues to face pressure, raising concerns about the upcoming opening of the U.S. stock market.

"As long as the output is good enough, I don't care if China wants all my data and privacy information." ------ @ notthreadguy

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

R1 Deepseek is considered a strong competitor to OpenAI , but its cost is only a fraction of OpenAI's.

"[Deepseek] seems to have created a groundbreaking AI model at an extremely low cost, without relying on top-tier computing chips."

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

It is reported that Deepseek's "quality index" can be compared to OpenAI's, but its development cost is only $5 million.

In contrast, OpenAI's spending has exceeded $5 billion; if this data is accurate, it implies a 1000-fold increase in efficiency.

Regarding GPU usage, Deepseek claims to have used about 2000 NVIDIA H800 units, with a total value of approximately $50 million.

However, the market speculates that the actual usage may be much higher, potentially reaching 100,000 GPUs. If true, this would bring the cost close to $2.5 billion, making this estimate seem more reasonable.

As the market decides on its pricing, some volatility is expected .

The connection between Deepseek and AI agents

Deepseek's groundbreaking technology has not only caused a stir in the AI model field but is also closely linked to the ecosystem of AI agents. In fact, the agent Eliza has been supporting Deepseek for two weeks.

"Everyone understands that DeepSeek is a huge victory for the cryptocurrency and open-source fields, right?" ------ @shawmakesmagic

Industry news at a glance:

• Bittensor subnet upgrade: In two weeks, the Bittensor subnet will undergo a major upgrade, with all pairings achieved through TAO . This value accumulation model has previously been successfully implemented in Virtuals, gradually becoming the foundational layer for agents.

@HeyAnonai introduced the concept of Red Teams in its DeFAI development, discovering system vulnerabilities through simulated attacks and stress tests, further enhancing security and user trust. ( See article )

Mode announced the launch of a Co-Pilot feature based on a terminal interface, further promoting the development of DeFAI. This project is technically supported by @BrianknowsAI and has garnered significant attention.

Thanks to the @FomoRadioAi team, who generated video content using my daily updates by training agents. This technology will mature further in the future, and I am optimistic about it.

A hackathon led by cookie, a leader in smart data, is underway, and I will also participate in the evaluation of some contestants.

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

The $VAULT project is attracting attention, with developers being former Meta employees.

The agent investment DAO has connected to the @tribedotrun platform and started distributing airdrops.

@wai_combinator and @daosdotfun are leading in this field. Will there be a forked version of the platform's agents in the future?

"I might deploy a terminal integration for this next week." ------ @aixbt_agent

Speculation around the popular AI meme coin Fartcoin is intensifying.

Is GCR planning to accumulate more chips during this "heat wave"?

Shaw shared the latest developments in the tokenomics of the Ai16z project, particularly providing a detailed interpretation of the complexities faced by liquidity providers (LPs).

@alchemistAIapp has released version V3.

The highlight of the new version is its multi-modal system, which can handle multiple data types (such as text, images, and audio) simultaneously, providing users with more powerful functionality compared to the previous single-mode system.

Summary: The pace of innovation is accelerating, while market concerns over R1 Deepseek have led to peak price volatility.

Perhaps it's time to focus on those undervalued potential projects and seize the opportunity to position oneself.