Jacob Zhao (jacobzhao)

Jacob Zhao

Crypto x AI | ex-@ArweaveSCP @Mirana@OKX_Ventures@Indodax

35 Followers

Recent casts

📘 Reinforcement Learning: A Paradigm Shift for Decentralized AI Networks 🧠 Training Paradigm Pre-training builds the base; post-training is becoming the main battleground. RL is emerging as the engine for better reasoning and decisions, with post-training typically costing ~5–10% of total compute. Its needs—mass rollouts, reward-signal production, and verifiable training—map naturally to decentralized networks and blockchain primitives for coordination, incentives, and verifiable execution/settlement. ⚙️ Core Logic: “Decouple–Verify–Incentivize” 🔌 Decoupling: Outsource compute-intensive, communication-light rollouts to global long-tail GPUs; keep bandwidth-heavy parameter updates on centralized/core nodes. 🧾 Verifiability: Use ZK or Proof-of-Learning (PoL) to enforce honest computation in open networks. 💰 Incentives: Tokenized mechanisms regulate compute supply and data quality, mitigating reward gaming/overfitting.

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📘 Machine Economic Order | Agentic Commerce (Full-Stack View) 🤖 Shift AI agents are becoming execution layers—handling discovery, trust, ordering, authorization, and payment. This is Agentic Commerce, a structural shift in how commerce runs. 💳 Payments split • Fiat → human-driven real-world commerce • Stablecoins / x402 → machine-native, high-frequency, M2M/A2A payments (digital, cross-border, Web3) 🧩 Stack Discovery (A2A, MCP) → Trust (ERC-8004) → Ordering (ACP) → Authorization (AP2) → Settlement (Fiat + x402) 🏗️ Ecosystem • L3 Business payment systems (AI financial control) • L2 Native payment protocols (x402, Facilitator + X) • L1 Infrastructure (Ethereum, Base, Solana) 🔗 https://paragraph.com/@0xjacobzhao/machine-economic-order-a-full-stack-pathway-to-agentic-commerce

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🤖 The robotics industry is shifting toward Embodied AI, with humanoid robots emerging as the leading form factor and gaining cross-scenario “understand → predict → act” capabilities. 💠 Since 2025, Web3 × Robotics has become a key narrative: limited value in hardware, real potential in simulation/software, and the highest upside in decentralized coordination and machine identity. 📊 Our report maps the ecosystem across five layers — Model Intelligence, Machine Economy, Data, Simulation, and Robot Assets — highlighting projects like OpenMind, peaq, BitRobot, PrismaX, RoboStack, and GAIB. ⏳ In the long run, Robotics × AI × Web3 will converge into a DeRobot Economy, where machines gain identity, trust, incentives, and governance.

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