Post #25579

research on $POD The AI-DePIN play with a16z, Venice's default model, and Marc Andreessen vibes: at $36M mcap Dolphin Network = decentralized AI inference GPU operators stake $POD, serve inference, earn $POD Built by Eric Hartford / Cognitive Computations: the team behind one of the most-used open-source LLM families on the planet (Dolphin 3.0, Dolphin-Mistral, Dolphin X1 235B/405B in dev) Most AI-DePINs only have the supply side (GPUs) and beg for demand. Dolphin owns both: — Demand: their models are the default model on Venice.ai (VVV: $500M+ FDV) — Supply: their own inference network where those models run The Andreessen angle — a16z paid for the original Dolphin training compute in 2023 — Marc Andreessen has publicly endorsed Dolphin multiple times — May 2026: NYT-style coverage of Marc using Dolphin as his personal chatbot Numbers — Mcap: $35.9M | FDV: $56.8M (≈63% circulating) — Supply: 500M — Liq: $1.8M on Uniswap V4 (base) / no cexs, just LBank — Comp set (Bittensor, io.net, Akash, Render, Aethir): all 10–100× larger — Only 839 holders. Thin. — Top 2 wallets = 88.8% (locked contracts) TL;DR Real team. Real product. Real upstream relationship with VVV. Real a16z mindshare. $36M mcap vs. peers in the hundreds of millions to billions