Onchain Inference has been rapidly growing in the past months
There's 1 sub-sector that's also quietly growing, driven by the need for better privacy for AI workloads
That sub-sector is Confidential Inference
In today's article, we dive into
- The idea behind Confidential Inference
- The economics & the landscape of the sub-sector
- The thesis that could lead to further adoption next year
OffRouter retweeted
Private by default, now one link away.
@OffRouter Private Gateway sits in front of the Surplus API:
→ your wallet, keys and emails become inside their enclave
→ Surplus serves the call: same models, same below-list price
→ the real values come back in the answer, with a signed receipt
Your agent keeps its secrets. Your code doesn't change.
Free in beta: offrouter.org/gateway
Surplus is the first to adopt Private Gateway.
Now every @SurplusRH user can make their inference private:
→ same models, same below-list prices
→ wallets, keys and emails swapped for placeholders before they leave our enclave
→ real values back in every answer
Building onchain inference on @RobinhoodCrypto, together.
Last week = full on week of acceleration for Onchain Inference
A few players are experiencing 50-100% growth in tok/day every week or two and the prices haven't even re-rated yet
In today's After Hour, we extensively dive into
- The Latest State of Onchain Inference
- 3 Key Sectors in Onchain Inference
- Who're the Market Leaders, Who's Growing the Fastest, and Who's the Most Undervalued today
CT is gonna start to talk about inference in November and everyone is going to be late (again)
(But you don't have to be)
Inference teams worth keeping an eye on this cycle
actual computer (SN95)
antseed
blockrun
chutes (SN64)
darkbloom
dolphin ai
engy (SN53)
gm (SN28)
morpheus
orbio
surplus intelligence
usepod
venice ai
warden/holo
Anyone else?
Super excited for the massive growth of Onchain Inference
> 5x growth in tokens/day in the last 3 months
> @AskSurplus 10B in August to 200B/day in Oct
> @engyai climbing back to its ATH level (30B+/day)
> @AntSeed seeing 2x in growth in the past few days
> @dphnAI finally launched Public API, super excited to see their agent harness "Flipper" coming out next
Won't be surprised if we get another 5x this quarter given how fast the demand for inference is growing
What'll come out next is the narrative for
Financialization of compute & inference as the next frontier assets
Long/Short compute, inference, and AI commodities on platforms like @Architect_Fi
Buy/Sell/Earn yields on tokenized platform credits like DIEM, CREDIT, Bittensor Gamma tokens, etc
So many developments and we haven't even touched on the data narrative yet
OffRouter retweeted
Robinhood Chain - Daily Recap
Stats
🟩 @twigpine has burned 978.49M GITLAWB. $TWIG runs on Base and Robinhood as one connected ecosystem.
🟩 @Fudarake generated 0.44 ETH in trading fees and is adding $1,000 from game profits to a $FUDA buyback.
Ecosystem News
🟩 @ProjectVEXai is expanding the VEX agent and the $VEX economy. 85% of agent trading fees already go to buyback and burn. Next drop is coming on @RobinhoodApp.
🟩 @TrustWallet closes its Robinhood Stock Tokens trading competition on October 7 at 12:00 UTC.
🟩 @PancakeSwap opened Stock Terminal. It compares 3,600+ stocks and ETFs across bStocks, Ondo, Robinhood, xStocks, and more, and routes to the best quote.
🟩 @ponsdotfamily is shipping profiles this week. Holdings, earnings, PnL, and token management sit in one view. Currently in private beta.
🟩 @ordofi flagged a batch of @RobinhoodCrypto infrastructure updates for today.
🟩 @prophetthedog closed the wallet drop. Respects start paying from Monday.
🟩 @DogestarOnRH is keeping $SIRIUS in front of the Robinhood Chain community.
🟩 @Saffron pushed onchain equities back into the feed.
🟩 @BABYCASHCATCTO is lining up RH season round 2 under “operation retire $CASHCAT.”
🟩 @pulldotfun is running a Token2049 pull promo. Every pull can win a same-value pull back, up to $5,000 given away this week.
🟩 @RealNinjaCat dropped Episode 4. NinjaCat takes down the bear. Episode 5, The Breakout, is next.
🟩 @GoodCoinRH teased updates for $GOOD this week.
Launching & Shipping
🟩 @mywebacy added Robinhood Chain across Webacy, DDxyz, and its APIs. Builders can screen tokens, wallets, and tokenized assets in one place.
🟩 @HoodLockRH launched the Liquidity Locker. Uniswap V3 and V4 positions on Robinhood Chain stay fee-earning while locked. No upfront fee.
🟩 @SBSecurity_ completed its second audit for @HoodLockRH. The locker is live on @RobinhoodCrypto.
🟩 @OffRouter is bringing a private inference router for onchain agents to @base, @RobinhoodCrypto, and @arc. Models run in secure enclaves, responses are signed, pay-per-call. Coming soon.










