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Coverage

All tracked projects.

Sort by tier, raised, or recency. Filter by sector and stage. Click any project for the full read — the Lookout take, key metrics, and the 7-axis evaluation.

Tracked

58

Conviction

19

Total raised

$3.2B

Sectors

06

58 matchesPage 1 / 2

Aethir

Enterprise-grade decentralized GPU cloud (NVIDIA H100/H200/B200) for AI and gaming; $9M Pre-A backed by HashKey, Animoca and Framework Ventures.

Compute & Inference· Strategic· $9.0M
Conviction

Bittensor

Decentralized machine learning network — subnet model — TAO token

Compute & Inference· Public
Conviction

Catena Labs

An AI-native, regulated financial institution building compliant stablecoin money-movement and identity rails for autonomous AI agents.

Agent Economy & Finance· Series A· $48.0M
Conviction

Coinbase x402

Open HTTP-native payment protocol reviving the 402 status code so AI agents and apps pay stablecoins for API/content access without accounts.

Agent Economy & Finance· Strategic
Conviction

Grass

Bandwidth/data layer cho AI training — large airdrop hype — Solana

Data & Training· Seed· $3.5M
Conviction

Hyperbolic

Open-access GPU marketplace and serverless inference layer aggregating idle compute for affordable model hosting.

Compute & Inference· Series A· $20.0M
Conviction

io.net

Decentralized GPU network — aggregator model — institutional traction

Compute & Inference· Series A· $30.0M
Conviction

Kaito

An AI-powered crypto 'InfoFi' platform and attention market that turned its KAITO token and Yap leaderboard into a category, off a modest ~$11M raise led by Dragonfly.

Data & Training· Series A· $10.8M
Conviction

Lagrange

ZK coprocessor and decentralized prover network for verifiable big-data SQL and AI inference; $13.2M seed led by Peter Thiel's Founders Fund.

Verification & Trust· Seed· $17.0M
Conviction

Nous Research

Open-source AI lab running the Solana-based Psyche network for decentralized model training, off a $50M Paradigm Series A at a $1B valuation.

Compute & Inference· Series A· $50.0M
Conviction

Olas Network

Original (2021) crypto AI-agent network for co-owned autonomous services; $13.8M Series A led by 1kx, dominant on Gnosis prediction markets.

AI Agents & Orchestration· Series A· $13.8M
Conviction

Prime Intellect

Decentralized AI training protocol pooling globally-distributed compute to produce open frontier models (the INTELLECT series).

Compute & Inference· Series B· $70.4M
Conviction

Render Network

Veteran decentralized rendering — pivoted to AI compute — Solana migration done

Compute & Inference· Public
Conviction

RISC Zero

Seattle team behind the leading general-purpose RISC-V zkVM, Bonsai proving service, and the Boundless (ZKC) proof marketplace; ~$52M from Bain Capital Crypto and Blockchain Capital.

Verification & Trust· Series A· $52.0M
Conviction

Skyfire

Agent-to-agent payment network — a16z + Coinbase backed — production

Agent Economy & Finance· Seed· $8.5M
Conviction

Space and Time

Microsoft-backed ZK-proven (Proof of SQL) verifiable data warehouse and L1 for trustless data + AI; $40M total incl. M12 and Framework.

Verification & Trust· Series A· $40.0M
Conviction

Story Protocol

An L1 blockchain for programmable IP — letting creators register, license and monetize content in the AI era — backed by $80M from a16z at a $2.25B valuation.

Data & Training· Series B· $140.0M
Conviction

Vana

User-owned data L1 turning personal data into a tokenized asset class via DataDAOs; ~$25M from Paradigm, Coinbase Ventures and Polychain.

Data & Training· Series A· $25.0M
Conviction

Virtuals Protocol

Launchpad cho on-chain AI agents — biggest agent ecosystem hiện tại trên Base

AI Agents & Orchestration· Seed· $3.0M
Conviction

ai16z / ElizaOS

AI agent framework open-source — Marc Andreessen's DAO experiment scaling

AI Agents & Orchestration· Strategic
Watching

AIxBT

Single-agent crypto Twitter intelligence — first viral 'AI alpha agent'

AI Agents & Orchestration· Pre-Seed
Watching

Akash Network

Cosmos-based decentralized cloud — earliest DePIN cloud — slower growth

Compute & Inference· Public
Watching

Allora Network

Self-improving inference network — collective intelligence — newer than Bittensor

Compute & Inference· Series A· $35.0M
Watching

Apptronik

Austin-based humanoid-robotics company (Apollo) partnered with Google DeepMind's Gemini Robotics — NON-CRYPTO, physical-AI context.

Physical AI· Series A· $935.0M
Watching

Cookie DAO

On-chain data and attribution layer that became the de facto mindshare index for crypto AI agents via cookie.fun.

Data & Training· Seed· $8.0M
Watching

EZKL

Developer-first zkSNARK engine that proves ONNX machine-learning inference ran correctly; a small but widely-used ~$3.8M-backed primitive of the zkML stack.

Verification & Trust· Seed· $3.8M
Watching

Figure AI

Leading US humanoid-robotics company (Figure 01-03) powered by its in-house Helix vision-language-action model — NON-CRYPTO, tracked as physical-AI context.

Physical AI· Series C+· $1.0B
Watching

Fraction AI

Crypto-AI startup decentralizing data labeling / agent-output evaluation; $6M pre-seed co-led by The Spartan Group and Symbolic Capital.

Data & Training· Pre-Seed· $6.0M
Watching

FrodoBots

DePIN cho mini-robots — telerobotic + AI — physical AI play

Physical AI· Seed· $8.0M
Watching

GAME by Virtuals

The GAME agentic framework/SDK powering Virtuals Protocol's 18,000+ tokenized AI agents on Base; community/IDO-funded, no disclosed VC round.

AI Agents & Orchestration· Public
Watching

Gensyn

Decentralized ML compute protocol stitching idle GPUs into a verifiable training network, off a $43M a16z-led Series A.

Compute & Inference· Series A· $78.0M
Watching

Giza

Verifiable-ML protocol that pivoted from zkML tooling into autonomous DeFi agents (ARMA); ~$8.2M from CoinFund and Coinbase Ventures, GIZA token live since May 2025.

Verification & Trust· Seed· $8.2M
Watching

Masa Network

AI training data marketplace — privacy-preserving — earlier stage

Data & Training· Seed· $8.9M
Watching

MyShell

Consumer-facing decentralized AI platform for creating agents/bots; $11M pre-Series A led by Dragonfly, SHELL listed on Binance Feb 2025.

AI Agents & Orchestration· Strategic· $11.0M
Watching

Nava

AI agent payment trust layer — escrow holds funds until a transaction is verified against user intent. Polychain + Archetype backed ($8.3M seed, Apr 2026).

Agent Economy & Finance· Seed· $8.3M
Watching

NetMind.AI

Decentralized GPU compute network (NetMind Power) pooling idle GPUs for AI/ML, NMT token; led by serial AI founder 'Kai' (ex-ProtagoLabs).

Compute & Inference· Public
Watching

Nillion

A 'blind computing' network for processing data without decrypting it (MPC + privacy tech), with ~$50M total raised and a round led by Hack VC.

Agent Economy & Finance· Series A· $50.0M
Watching

Nimble Network

Decentralized AI network giving agents real-time web-data access; affiliated entity raised $47M Series B led by Norwest (Web2/Web3 entity overlap unclear).

Data & Training· Series B· $47.0M
Watching

OpenMind

OM1 — open-source AI robot operating system. Aims to be the unified standard + app store for robots. Pantera-led $20M.

Physical AI· Seed· $20.0M
Watching

Ora Protocol

Onchain AI oracle tokenizing models via opML + Initial Model Offerings; $20M from Polychain, HF0 and HashKey.

Verification & Trust· Strategic· $20.0M
Watching

Payman AI

Agentic banking platform that lets AI agents move money and pay humans for tasks under user-set guardrails, in fiat and USDC.

Agent Economy & Finance· Series A· $13.8M
Watching

Pond

Graph-neural-network 'foundational model layer' for on-chain data and prediction; $7.5M seed led by Archetype with Coinbase Ventures and Delphi.

Data & Training· Seed· $7.5M
Watching

PrismaX

Decentralized teleoperation platform — humans remotely control robots to generate physical-AI training data. a16z-backed.

Physical AI· Seed· $11.0M
Watching

Ritual

A sovereign execution layer ('Ritual Chain') for running AI models inside smart contracts, built by two ex-Polychain partners on a $25M Archetype-led round.

Compute & Inference· Series A· $25.0M
Watching

Rivalz

Decentralized AI data-coordination and oracle layer (rOracle/ADCS) feeding verifiable real-world data to on-chain AI agents.

Data & Training· Seed· $11.0M
Watching

Sahara AI

A decentralized AI blockchain for data ownership, attribution and model monetization, with $43M from Pantera, Polychain, Binance Labs and Sequoia.

Data & Training· Strategic· $43.0M
Watching

Sanctuary AI

Canadian humanoid-robotics company building the Phoenix robot driven by its Carbon AI control system — NON-CRYPTO, physical-AI context.

Physical AI· Series B· $140.0M
Watching

Sentient

An open-source AGI network ('The GRID') for monetizing AI agents and 'loyal' models — off the biggest crypto seed of 2024 ($85M, Founders Fund + Pantera + Framework).

AI Agents & Orchestration· Seed· $85.0M
Watching

Supra

Vertically-integrated L1 bundling native oracles, VRF and cross-chain data into one 'IntraLayer' stack.

Data & Training· Strategic· $24.0M
Watching

Theoriq

Decentralized infrastructure coordinating AI agent swarms for onchain DeFi yield; $6.2M seed-extension led by Hack VC (total ~$10.2M).

AI Agents & Orchestration· Seed· $10.2M
Watching
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