Teng Yan (@tengyanAI) / X

Teng Yan

25.1K posts

Teng Yan

@tengyanAI

Ex-doctor. I publish the AI infrastructure & supply chain intelligence you can't get anywhere else. building @tessara_ai

Joined August 2020

Pinned
Teng Yan
@tengyanAI
Jun 7
Everyone thinks the AI bottleneck is compute. Well...not exactly. From the A100 to the B200, compute scaled 8x. Memory bandwidth scaled 4x. Capacity only 2.4x. The gap between what a chip can calculate & what you can actually feed it is the real wall. A thread on memory:
67K
Teng Yan
@tengyanAI
Apr 9, 2025
Singapore stock market looking like the dev just rugpulled
238K
Teng Yan
@tengyanAI
Jul 11, 2024
Let's try this: "Make Bitcoin Great Again"
The Bitcoin Conference
@TheBitcoinConf
Jul 10, 2024
ANNOUNCING: PRESIDENT DONALD J. TRUMP TO SPEAK AT #BITCOIN2024
48K
Teng Yan
@tengyanAI
May 7, 2024
I find myself disillusioned about crypto when I spend too much time with degens/traders. It's all ponzi schemes, money games, and front-running. But when I talk to great founders, I feel rejuvenated and optimistic about the future of crypto.
52K
Teng Yan
@tengyanAI
Oct 23, 2024
Article
GOAT: The Gospel of Goatse
TL;DR Truth Terminal is the most fascinating narrative I’ve seen emerge around Crypto and AI this year. It is a semi-autonomous AI agent that has created its own religion (The Goatse Gospel). The...
381K
Teng Yan
@tengyanAI
Sep 30, 2022
Met a number of gaming teams who are moving away from @solana to build on @Immutable instead. Was curious so asked their reasons: - Better UX - Zero transaction fees on IMX; players don't want to pay any fees, however small. - Easier to reach out to IMX team - IMX grants
Teng Yan
@tengyanAI
Dec 27, 2024
Article
ai16z: the Bazaar of Agents
TL;DR On many developer metrics, ELIZA is exploding in popularity, which is extremely promising. ELIZA is the living embodiment of the bazaar philosophy, where open-source development thrives in an...
243K
Teng Yan
@tengyanAI
Sep 10, 2024
Crypto AI is a $200B+ market opportunity in the making. But to truly seize it, you need the right knowledge—more than other crypto sub-sectors. So, I've put together the Ultimate Crypto AI Primer 👑. A painstakingly curated list of essential readings and resources. Spend just
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228K
Teng Yan
@tengyanAI
Jun 30, 2025
China hosts a fully autonomous AI robot soccer match. Two got damaged and were stretcher-ed off LOL
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124K
Teng Yan
@tengyanAI
Jul 17, 2024
The biggest dispersion in the coming months will be between (A) BTC+ETH and (B) the alt market. The wealth effects of a rising BTC/ETH price are diminishing over time as more coins are absorbed by TradFi. BTC and ETH are now institutionally driven assets. Recent market flows
26K
Teng Yan
@tengyanAI
Feb 14, 2023
I wasn't a huge fan of Solana NFTs But over the past few weeks, I spent a lot of time immersed in the @solana NFT ecosystem and it has changed my views. Here's what convinced me that it will grow and thrive: 🧵👇
169K
Teng Yan
@tengyanAI
Oct 13, 2025
everyone worships CZ like he's a god. but CT remembers.
Galois Kevin
@Galois_Capital
Oct 12, 2025
Long story short, Hyperliquid and Ethena did nothing wrong. Binance did many things wrong.
67K
Teng Yan
@tengyanAI
Jul 14, 2023
WHY SOLANA I had my reservations initially, but diving deep into the @solana NFT ecosystem turned me into a SOL supporter late last year. I was surprised to find a real, passionate community & ecosystem on SOL. Which is quite separate from the EVM ecosystem which often shares
73K
Teng Yan
@tengyanAI
Jul 11, 2023
Vietnam has the highest crypto adoption rate in the world. A 98M population country, with almost 50% of people having used crypto before. A few things I've learned from my trip to Vietnam 🧵👇
163K