Bullish:

• 🟢 $TEES - Trusted Execution Environments (TEEs) are expected to gain widespread adoption in blockchain technology and AI inference due to their security features and potential for integration with multiparty computation.
  • “To me, the ideal to build towards is in the future, we will have multiparty computation nodes doing the decryption stuff for step for FHE. And these nodes will to prevent that collusion risk, you know, there will be an MPC of them doing the decryption, but they will run-in trusted hardware that prevent those nodes from colluding or doing decryption on anything that they shouldn't.” - Andrew (41:02)
  • “Even when I don't want that, I think that's likely the first appeal that people are gonna see that's gonna make this catch on. The other thing that's, you know, what I would say was easier, really this is about, the first thing that made it easy for me to swing into this, not just from a research perspective, but I think I started to pick up an arbitrage opportunity, I guess you would say.” - Andrew (42:32)
  • “There's actually a much bigger driver of tea performance than anything crypto can really match, which is, you know, if I look at the fact that people want to do inference for AI in tees because, like, they're afraid of people stealing their weights or, like, hacking you know, the a lot of the espionage stuff has basically made some of the, model operators start to do inference and then offer inference in in enclaves.” - Tarun (43:02)
• 🟢 $CYCLES - 🔒

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Bearish:

• 🔻 $CONSENSUSRESEARCH - 🔒

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