As the market's enthusiasm for the integration of AI and blockchain continues to rise, the industry has seen numerous attempts to innovate by bringing AI applications "on-chain." However, despite attracting significant attention, true "on-chain AI" still faces significant technological bottlenecks. High throughput, low latency, and cost optimization matching the high computational demands of AI applications remain barriers that traditional blockchain architectures have yet to overcome.
For example, taking data availability (DA) as a core issue, prior to the Ethereum Danksharding upgrade, its throughput was only 0.08 MB per second, and even more advanced solutions such as Celestia and EigenDA only reached 10 MB per second. However, AI model training and real-time inference typically require throughput of 50 to 100 GB per second. This order of magnitude gap leaves existing on-chain solutions inadequate when facing resource-intensive AI applications.
It is for this reason that 0G has proposed their unique solution: a decentralized operating system designed specifically for AI and on-chain applications, which not only bridges the gap between performance and cost but also opens up new possibilities for the entire industry.
Completely different from traditional Web2 AI platforms, 0G's technical architecture breaks free from the limitations of centralized servers. By introducing a modular Data Availability Layer (DA), decentralized storage, and a service framework supporting on-chain AI, with data publication and storage separated, the system's throughput and performance have been significantly enhanced.
This architecture is not only suitable for AI but also supports on-chain gaming, high-frequency DeFi, and future data markets. For example, a 5000-user on-chain game state update requires 16 MB of DA throughput per second, a task that the 0G system can easily handle. According to the latest demo, the 0G operating system consists of three key components:
1. 0G Service Marketplace
The 0G service marketplace is a decentralized peer-to-peer market connecting developers and AI service providers. Service providers can list various AI services, such as model inference, fine-tuning, and data processing. Service providers can flexibly price based on model complexity, resource requirements, and verification needs. Developers (users) can browse and choose the most suitable models and services for their AI applications while enjoying various verification options, including OPML, TeeML, and ZKML.
2. 0G Storage Network
The 0G Storage Network is a decentralized storage solution designed for AI high-performance requirements, with key features including: high performance and scalability, supporting fast upload and download of large-scale datasets through advanced sharding and erasure coding technology, achieving data transfer speeds of up to 5 GB per second. Flexible development interface, providing SDK and CLI tools, developers can efficiently manage storage operations with just a few lines of code, such as uploading or downloading large-scale AI models like Llama-70B.
3. 0G Compute Network
As the core of dAIOS, the 0G Compute Network provides an open, efficient, and verifiable computing service, covering GPU computing capacity verification and AI inference service execution. GPU Service Registration and Verification: Service providers can quickly register their GPU resources, such as NVIDIA H200, and list their inference services on the marketplace for developers to choose from. Flexible verification options: Developers can choose different verification methods (such as TeeML or ZKML) according to their needs, ensuring the trustworthiness and security of the computation.
Currently, 0G has launched its testnet Newton and released the V2 version, based on a Cosmos-based proof-of-stake chain, which can provide higher scalability and interoperability, introducing new data availability services and committee modules.
Now, let's look at the team background and funding situation. The technical support for 0G comes from its core development entity, Zero Gravity Labs, whose four founders have achieved remarkable success in their respective fields.
Co-founder Michael Heinrich has previously held positions at top global companies such as Microsoft, SAP, and Bridgewater Associates, and later founded a Web2 company, Garten, with a valuation exceeding $1 billion. His business acumen and technical expertise have laid a solid foundation for 0G's development.
The other three co-founders of the team—Thomas Yao, Ming Wu, and Fan Long—each have deep expertise in blockchain, artificial intelligence, and systems engineering. Ming Wu and Fan Long were core developers of the globally renowned blockchain project Conflux, making significant breakthroughs in high-performance distributed systems and decentralized protocols. The four founders came together with a common vision, committed to creating an infrastructure to serve decentralized AI applications, fundamentally changing the limitations of traditional Web3 architecture.
The four co-founders of Zero Gravity, from left to right, are Fan Long, Thomas Yao, Michael Heinrich, Ming Wu
In addition to a strong founding team, the core contributors of the 0G Foundation also include technical leaders from top global academic institutions and companies. These contributors consist of: 8 computer science Ph.D. holders from world-renowned universities such as MIT, Stanford, and Tsinghua, one of whom is one of the world's top cryptography experts; 5 International Olympiad in Informatics gold medalists; senior experts from top technology and financial companies such as Airbnb, Amazon, Apple, Chainlink, LinkedIn, Microsoft, McKinsey, Bridgewater Associates, and others.
Zero Gravity Labs' funding background is also worth mentioning, having announced the completion of a $35 million Pre-Seed round in March this year, led by Hack VC, with participation from entities such as Animoca, Delphi Digital, Blockchain Builders Fund, and OKX Ventures.
Going back to the beginning, as the market's enthusiasm for the integration of AI and blockchain continues to rise, the skyrocketing market of AI concept coins has caught the attention of countless traders.
For example, the AI Meme coin ACT, just listed on Binance, saw its price surge by over 15 times in a short period, with its market cap soaring from $20 million to $300 million. At the same time, a series of AI-related tokens such as WLD, IO, RENDER, and ARKM have also seen price increases ranging from 10% to 20%. This strong performance further validates market confidence in the future potential of the AI sector.
However, memes are endless, and most memes have an extremely short lifespan. For the majority of non-professional traders and regular investors, chasing these price surges may carry significant risks. Therefore, if one truly believes in the future of the AI sector, opting for a longer-term investment strategy may be a more prudent approach, with node sales being one such long-term investment option.
Node Sale is a relatively new project investment method, which involves selling node licenses to provide necessary support for the operation of a decentralized network, while also giving node purchasers a certain token reward.
Compared to short-term speculative token trading, node rewards are usually distributed over a longer period, providing participants with a more stable source of income. For example, in the current 0G node sale, node rewards will be unlocked gradually in the form of $0G tokens over the next 36 months. This long-term reward mechanism provides investors with a more secure value proposition. Furthermore, the 0G node sale is divided into multiple tiers, allowing participants to choose their level of involvement, whether opting for a low-entry threshold or a high-end investment. Most importantly, purchasing nodes also means a long-term commitment to the project's growth, forming a closer relationship with the project itself.
By comparing 0G Tokenomics with other project token distribution models, we can observe the significant advantage and generosity of 0G in token distribution, especially reflected in the high allocation of AI Alignment Node and Ecosystem Rewards.
The total supply of 0G Tokens is 1,000,000,000. The token supply is allocated to four main parts: Backers (Early Investors): 20%; Team & Advisors: 22%; AI Alignment Node: 15%; Ecosystem Rewards: 43%.
Comparing to other node sale projects in terms of node and community-related rewards, Carv is 59%, Xai is 57.6%; Sopon and Aither are both 50%. AI Alignment Node and Ecosystem Rewards together account for 58% of the total token supply, providing users with rewards in the top tier.
To ensure network stability, all node license NFTs are non-transferable in the first 12 months, with 33% of node rewards initially claimable at TGE, and the remaining 67% of node rewards unlocking linearly on a daily basis over the next 36 months, ensuring the robustness of token distribution while providing node holders with stable long-term returns.
This node sale involves 175,500 nodes, divided into 32 tiers, with specific designs and price gradients as follows:
Tiers: The node sale is divided into 32 different price tiers. Each tier represents a different number of nodes and price range.
Number of Nodes per Tier: The number of nodes per tier ranges from 3,000 to 8,000, with the number of nodes decreasing gradually as the tier increases. The lowest tier (Tier 1) has 3,000 nodes, while the highest tier (Tier 32) only has 3,500 nodes.
Node License Price: The price of the node license is in ETH and increases with each tier. The starting price is 0.05 ETH (Tier 1), reaching 0.97 ETH at Tier 32. The pricing gradient is designed to provide early buyers with a significant price advantage.
Tier Implied FDV with 50% Participation: This column shows the implied fully diluted valuation (FDV) if half of the nodes in a tier are sold. For example, the 50% FDV of Tier 1 is $92M, while Tier 32's 50% FDV is $1,776M.
Tier Implied FDV with 100% Participation: The implied FDV when all nodes in a tier are sold. From $183M for Tier 1 to $3,552M for Tier 32, the higher the tier, the more significant the FDV increase.
Therefore, it can be seen that the node prices in the lower tiers (Tier 1 to Tier 10) are more affordable, providing early supporters with a significant price discount. The price advantage is significant, attracting early supporters. It is suitable for users who wish to participate in the network at a lower cost. The price of a Tier 1 node is only 0.05 ETH, while Tier 10's node price is 0.175 ETH, with later prices increasing multiplicatively.
Mid-tier (Tier 11 to Tier 20) node prices gradually rise, but the implied FDV growth rate is significant. It is suitable for participants with a moderate budget who expect medium to long-term returns. High-tier (Tier 21 to Tier 32) nodes are scarce, with prices and FDV peaking. It is suitable for users who value scarcity and the long-term value of the network.
To participate in the node sale, you first need to visit the 0G official sale website. Once on the website, make sure your wallet is connected and have enough of the payment asset ready (e.g., USDC). This is your first step into the node sale.
Not all users are eligible to participate in the node sale. Before proceeding, check if you meet the participation criteria, especially regarding geographical restrictions and KYC (Know Your Customer) requirements. This information can be found on the website's compliance page here.
0G's node sale consists of two main phases, each with slightly different rules. Based on your eligibility, you can see the available node tiers and quantities in the respective tabs.
The whitelist sale phase begins at 8:00 PM Beijing time on November 11th. It lasts for two days and is only open to whitelist participants.
The public sale phase starts at 8:00 PM Beijing time on November 13th. It is open to all eligible users but subject to relevant geographical and regulatory restrictions.
The node sale is divided into 32 tiers, with each tier having a different quantity and price of nodes. The higher the tier, the more expensive the node license price, but the potential rewards are also higher. When choosing a tier, you can select the appropriate number of nodes based on your budget and expected returns.
Currently, Arbitrum is the primary network option (pending final confirmation), and payment methods include USDC or other supported crypto assets. Users need to choose the appropriate network and asset to complete the payment.
After confirming the node quantity and payment method, enter a referral code or discount code (if available) to enjoy additional benefits. Then, confirm the transaction in your crypto wallet to finalize the purchase.
A Node Permit is issued in the form of an ERC-721 NFT. After the purchase is complete, the NFT will be sent to your wallet within 3-6 weeks. These NFTs serve as your proof of participation in the 0G Network and also hold potential future trading value.
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