$POD / Dolphin AI

4M+ monthly downloads on Hugging Face. The Dolphin LLM family (built by Eric Hartford / Cognitive Computations) is one of the most-used open-source model families in the world: and it now has its own token + decentralized inference network

Who's backing & talkinga bout it
— a16z funded the original Dolphin training compute
— Marc Andreessen has personally endorsed Dolphin multiple times. May 2026: NYT-style piece covered Marc using Dolphin as his personal chatbot
— Erik Voorhees / Venice (VVV), Dolphin built the model that IS Venice's default product
— Bindu Reddy (Abacus AI) publicly called Hartford "one of the most prolific open-source AI contributors"
— vitalik spoke about it, uses it

why's it so big
— Dolphin-Mistral-24B-Venice-Edition = the default model on Venice.ai ("Venice Uncensored")
— Venice does 1M+ daily API inference requests
— Venice (VVV) market cap is 10–15× larger than POD's
— POD is the upstream model provider for VVV's flagship product, at a fraction of the valuation

new stuff
— Venice Uncensored 1.2: vision support, 4× larger context, stronger tool-use
— Trained on Targon (Bittensor Subnet 4), 1,500+ H200s, $70M+ NVIDIA hardware, 20B+ paid inference tokens/day. $TAO exposure baked in
— OpenRouter integration: free tier = viral developer distribution
— 2.2% censorship refusal rate vs 71% Claude / 64% GPT-4o-mini. Most uncensored production model in existence.

Peer-to-pool decentralized inference. Gamers/GPU owners stake POD, serve inference, earn POD. Unlike Akash or io.net (rent-by-session), nodes can join/leave freely.
— V1 live since October
— V2 launching in 4–6 weeks: enterprise GPU batching + public API
— Roadmap: image, video, audio, Whisper transcription, distributed RL training, synthetic data engine, *ame-dev SDK for in-game AI NPCs
— Even CPU nodes can earn POD via web scraping work

in development, Dolphin X1 235B (Qwen3 base) and Dolphin X1 405B (Llama-3.1-Tulu-3 base), competitive with frontier-class open models.

tokenomics of $POD
— Supply: 500M
— Mcap: $35.9M | FDV: $56.8M
— Top-2 wallets = locked contracts (88.8%), supply is genuinely thin
— Real liquid float ≈ 50M tokens
— only on Uniswap, Base & LBank

market context:
AI inference TAM going $106B (2025) → $255B (2030)

Compare POD ($36M) to: Bittensor (multi-B), io.net (hundreds of M), Akash (hundreds of M), Render (multi-B), Aethir (hundreds of M). 1–2 orders of magnitude smaller than every comp.

tldr:
— Real founder (Hartford)
— Real product (4M+ monthly downloads = real users right now)
— Real upstream relationship to a $500M+ token (VVV)
— Real Bittensor exposure (Targon)
— Real Marc Andreessen mindshare
— Real network shipping (V2 in weeks)

At $36M mcap with this stack, the asymmetry is obvious

New aths

Getting ready for a huge week

Might see some binance alpha