Please take a moment to review the GEP addressing June’s minting.

🚨 Voting is now open and will run until July 7th at 10:00 AM CEST. Please cast your vote via:

• dashboard.grid.tf under “TFChain - DAO”
• or the TF Connect app

ℹ️ On a separate note: According to the latest discussion on April’s re-mint, it is expected to be implemented along with June’s payout.

As always we look forward to and appreciate community feedback.

Greetings from Mombasa, Kenya! DePIN Summit Africa is getting underway this week, with Share hosting the first leg in Mombasa and ThreeFold hosting the Zanzibar side of things.

The summit brings together founders, actors, and investors in the space of Decentralized Physical Infrastructure Networks (DePIN) with local stakeholders to explore the future of infrastructure and infrastructure ownership.

We will be sharing as we go, stay tuned in here and on X.

🔗The Structural Bias Toward Centralization in AI

Modern AI development is deeply centralized. Today’s most advanced models are created, hosted, and controlled by a small group of corporations with vast computational resources and privileged access to proprietary data. This isn’t mere conjecture by the way. It is the most obvious outcome of how modern machine learning works:

🔗Scale Rewards Capital

The most capable AI models are those trained on vast datasets, using enormous compute, for extended durations. That means:

• $100M+ training budgets
• Clusters of the latest NVIDIA enterprise grade GPUs
• Proprietary pre-training data pipelines

Only a handful of companies, OpenAI, Google DeepMind, Meta, Anthropic, Microsoft, can compete. Startups, researchers, and sovereign nations without this infrastructure are locked out of cutting-edge development.

🔗AIs Are Easier to Control Than Humans

Artificial intelligences are orders of magnitude easier to control than humans:

• Humans resist control through rights, unpredictability, and emotion.
• AIs have no such friction. Their environments are programmable. Their cognition can be monitored and shaped directly.

Owning AI infrastructure doesn’t just mean “owning compute,” it means governing cognition. This is why the question of who builds and owns the infrastructure for AI is a question of societal structure and potential freedom.

🔗Regulation Often Entrenches Power

Even well-meaning AI governance initiatives can entrench centralized players if access to model development, compute, or deployment is limited by regulatory red tape.

AI regulation can either reinforce centralization or counterbalance it. Policies that restrict open-source models, limit public access to compute, or impose vague safety mandates that only large firms can meet will drive further consolidation.

🔗AI Centralization is a Civilization Risk

The centralization trajectory that we are currently on has dire implications.

Without a course correction, we risk entering a world where a small elite controls a growing share of intelligence deployed not to empower individuals, but to surveil, manipulate, and extract.

Centralization has given these companies the ability to mass-produce aligned, intelligent agents at scale. This transforms how propaganda, surveillance, and even individual behavior manipulation can be conducted.

🔗Extreme Scenarios Are Plausible

• In authoritarian states, AI systems can monitor, evaluate, and punish dissent in real-time across all digital communication.
• In liberal democracies, well-funded actors could use adversarial inputs tailored to individuals’ cognitive patterns to shift beliefs subtly over time.
• In global markets, AI-powered monopolies won’t just win by being cheaper – they’ll win by being smarter, wiping out small businesses, local expertise, and cultural independence.

AI doesn’t just need new infrastructure. It needs the right kind of infrastructure.

We don’t need just faster chips. We need a different paradigm:

• Decentralized by Design: So no single actor controls the substrate of intelligence.
• Sovereign at Every Level: So individuals and communities own their models, data, and compute.
• Green and Sustainable: So we don’t trade intelligence for ecological collapse.
• Composable and Open: So innovation doesn’t rely on permission from gatekeepers.

This is exactly what ThreeFold delivers.

🔗ThreeFold’s Decentralized Approach

The ThreeFold Grid is a peer-to-peer compute and storage network spanning over 50 countries. Unlike cloud platforms built in centralized data centers, the Grid is powered by individual nodes run by small-scale infrastructure providers contributing capacity in exchange for tokens.

Here’s why it’s uniquely suited for AI:

🔗Decentralized Compute at the Edge

AI inference workloads, especially those requiring low latency, are increasingly moving to the edge. The ThreeFold Grid is inherently edge-native. It allows inference to happen where data is generated, reducing both latency and exposure.

🔗Sovereign AI Hosting with AIBox

ThreeFold’s AIBox lets users own and operate personal AI hardware, offering up to 80% cost savings versus cloud GPUs while providing total control over data and models. Each AIBox is dedicated to a single user, ensuring secure and consistent access to GPU resources.

Users can run fine-tuned models locally and earn by monetizing excess capacity.

🔗Privacy-First, Always-On Intelligence with 3AI

The 3AI assistant runs natively on the 3Phone, processing all data locally. No cloud, no spying. It learns your habits, manages your tasks, and connects securely to decentralized apps powered entirely by the ThreeFold Grid.

🔗Run AI Workloads Today with 3Nodes and Full VM Rentals

AIBox and 3AI are incredibly exciting innovations. They are not in production yet but they are a critical part of our next stage. However, you don’t need to wait to interact with ThreeFold.

ThreeFold’s existing 3Nodes and Dashboard already allow users to run full virtual machines with GPU acceleration, ideal for training or inference workloads.

You can:

• Rent a dedicated VM with AMD or NVIDIA GPUs and run any AI workload compatible with Linux
• Spin up environments for model training, inference, or fine-tuning with full data control (OpenWeb UI deployment is coming to the Dashboard as part of TF Grid 3.17)
• Take advantage of up to 50% discounts when renting a full dedicated 3Node for long-term use

🔗The Ideal Platform For Augmented Collective Intelligence

Augmented Collective Intelligence (ACI) is the next evolution of the internet. In this phase we are not just connecting people, but amplifying our collective capacity to think, decide, and act. When people can run their own models, control their data, and contribute to shared knowledge, we get smarter together.

ThreeFold’s infrastructure is uniquely positioned to bring ACI to life. By providing a peer-to-peer cloud that anyone can contribute to and benefit from, it enables communities, researchers, creators, and sovereign nations to build intelligent systems together.

🔗Verifiability and Transparency

ThreeFold integrates blockchain primitives for auditable deployments and transparent governance. This makes it ideal for regulatory compliance without sacrificing openness or privacy.

🔗Built for AI, Not Repurposed for It

Unlike legacy infrastructure patched to support AI, ThreeFold was built from the ground up to enable distributed, compute-intensive workloads. Its composable architecture, GPU-ready fabric, and local-first design make it the ideal substrate for the AI era.

🔗Rebalancing the Scales: AI for the Many, Not the Few

In unfree societies, centralized AI systems are already being deployed for surveillance, censorship, and coercive control. Even in free nations, the combination of targeted data, powerful models, and cheap compute could enable sophisticated value-manipulation campaigns, individualized propaganda, or automated suppression of dissent.

We’ve already lived through the consequences of losing control over our data. An entire generation’s digital behavior was harvested, manipulated, and monetized. If we don’t act now, we risk losing something even more critical, our cognitive agency.

We lost the war on data. Let’s not lose the war on intelligence.

ThreeFold offers a defense. By enabling local AI processing, sovereign data ownership, and verifiable execution, it removes the infrastructure-level levers that centralized actors rely on for control. It redistributes power by making intelligent systems available to everyone, as a right.

🔗The Path Forward

The future of AI cannot be built on rented clouds, closed models, and opaque institutions. It must be co-owned, co-governed, and globally distributed. We don’t need another centralized alternative to AWS, Azure, or Google Cloud.

We need something that Web3 promised ages ago, but failed to deliver so far.

We need a decentralized infra that’s live and open for everyone.

We need ThreeFold. AI needs ThreeFold.

🔗The Problem: Centralized Internet, Fragile Foundations

Amazon Web Services, Google Cloud, and Microsoft Azure collectively control over 65% of the global cloud market. This centralization funnels critical infrastructure into the hands of a few corporations, creating systemic fragility and profound asymmetries in power.

A single outage at one of these providers can cripple major portions of the web (even Web3), as seen in the April 2025 AWS crash which shut down major exchanges like Binance and KuCoin.

Even more concerning is the extractive model underlying this control: users become data sources, not stakeholders, feeding surveillance capitalism that commodifies identity, attention, and behavior at scale.

The core issue, however, is cultural.

The current internet architecture is not neutral. Most countries do not own their infrastructure. Over 80 percent of internet content today is generated by machines and routed through infrastructure controlled by a small number of corporations in a few dominant regions.

A video call between two people in East Africa might still be routed through a server in Europe or the United States. That is the scale of the imbalance. The world is already losing control of its data. Losing control of its intelligence would be the next step in the wrong direction.

Kristof De Spiegeleer, ThreeFold co-founder, calls this a betrayal of the internet’s roots.

“It was peer-to-peer. It was about giving. It had magic. Somewhere that started shifting when the web became commercial. Now, we are the product. We lost its original intent.”

The truly sad part is that Web3 was supposed to be the solution. It was supposed to fix the problems inherent in the centralized infrastructure. However, many in the Web3 industry took the easy way out. Instead of challenging the centralization of infrastructure, they recreated financialization on top of it. Power was not redistributed; it was just repackaged.

🔗The ThreeFold Solution: The Infrastructure Web3 Forgot to Build

ThreeFold flips the script. It proposes a peer-to-peer, autonomous, and privacy-first network built on the idea that internet infrastructure should be as decentralized as the ideals it was founded on. At the heart of ThreeFold’s vision lies the ThreeFold Grid, a decentralized, energy-efficient network of compute, storage, and bandwidth contributed by people and communities around the world.

Unlike traditional cloud models, where resources are provisioned by centralized data centers, the TF Grid is built from the ground up by individuals who plug in hardware and earn tokens for providing capacity. Spanning over 50 countries and thousands of nodes, the Grid demonstrates that a globally distributed alternative to hyperscaler dominance is not only possible, but already taking shape.

The ThreeFold Grid runs on Zero-OS, a stateless and tamper-proof operating system that eliminates root access, significantly reducing the attack surface. Workloads are deployed in isolated, self-healing containers called ZMachines, ensuring high performance without compromising privacy or sovereignty.

Here’s how ThreeFold stands apart:

• No root access: Even ThreeFold can’t access users’ data or systems.
• No surveillance: Your activity isn’t harvested for ads or analytics.
• No intermediaries: You host and run services independently, without reliance on Big Tech.
• No rent-seeking: You pay for resources, not for gatekeeping.

🔗Infrastructure as a Public Good

ThreeFold’s model reclaims the internet as a public utility, akin to electricity or clean water. This isn’t decentralization for decentralization’s sake. This is sovereign computing. Now, communities, developers, and organizations can build, share, and interact without surrendering control.

Instead of being extracted for profit, compute and storage become commons that anyone can contribute to and benefit from. Anyone, anywhere, can run a node in the grid (provided they clear our KYC process, a move made earlier this year to protect ThreeFold node operators). Each of these nodes operates independently, yet seamlessly integrates into a unified network.

Also, being considered a “public good” comes with its own set of sustainability and environmental responsibilities. Centralized data centers are energy guzzlers, since they require a huge amount of electricity and other resources to function efficiently. This high energy demand leads to increased greenhouse gas emissions and contributes to climate change. Plus, let’s not forget the e-waste and its contribution to localized pollution through cooling systems and inefficient water usage.

The Threefold Grid, by its very design, uses the highest possible levels of energy efficiency. After all, a decentralized network that doesn’t depend on a centralized power source can fulfill its energy requirements far more optimally with minimal wastage.

🔗The Path Forward

Despite its promise, Web3 has largely inherited the same centralized assumptions it aimed to replace. Rather than challenging the infrastructure layer, most projects replicated existing systems with new financial incentives. Protocols were built, but the physical foundation remained untouched.

What is needed now is a deeper rebuild. One that starts at the root. Compute and storage must be redefined as communal, not speculative. AI must run locally, not on leased hardware in California. Communities must be able to build and host their own trees of knowledge, anchored in their own culture, not someone else’s data center.

Web3 must move beyond the superficial and return to intent. It is time to replace abstraction with ownership, speculation with participation, and complexity with clarity.

The internet must be reclaimed. That work has already begun. What once seemed improbable is now inevitable. Web3 must grow up and build what it skipped. The future will not be leased. It will be co-owned.

ThreeFold invites everyone to imagine, and participate in, a world where internet access is co-created, not bought. Owned, not rented. In reclaiming the internet as a public good, ThreeFold offers a roadmap to a freer, more resilient digital future. One where we own the infrastructure, the data, and the destiny of our digital lives.

🔗The Problems with Today’s Internet

The Internet was designed decades ago, long before the explosion of data, AI, and global connectivity. Today’s networks route nearly all traffic through a handful of major data centers, creating single points of failure, bottlenecks, and privacy concerns. Internet Service Providers (ISPs), cloud giants, and Content Delivery Networks (CDNs) act as gatekeepers, adding unnecessary costs, control, and surveillance.

Patching the system has only led to more complexity. VPNs, CDNs, and edge computing try to fix inefficiencies but don’t address the root problem of centralization. Legacy protocols like IPv4 force reliance on outdated solutions like Network Address Translation (NAT), a method that allows multiple devices to share a single public IP address, contributing to centralization issues. Meanwhile, the rapid growth of IoT devices and AI-driven applications pushes the limits of this aging architecture. The result? A fragile, monopolized internet that prioritizes corporate profits over user empowerment.

🔗Mycelium: A New Approach to Connectivity

Mycelium is a decentralized networking technology that enables direct, peer-to-peer communication without relying on centralized servers. Instead of routing data through major data centers, Mycelium establishes a distributed network that enhances functionality while remaining compatible with existing applications.

How Mycelium works:

• Decentralized Connectivity: Mycelium routes data efficiently using a mesh-like structure, dynamically adjusting based on user location and available peers. This ensures seamless communication without the need for intermediaries.
• End-to-End Encryption: All connections are secured, preventing man-in-the-middle attacks and ensuring complete privacy.
• Proof of Authenticity (PoA): Identity verification strengthens trust between users and prevents malicious actors from infiltrating the network.
• Optimized Routing: Smart algorithms minimize latency and optimize traffic flow, delivering faster, more efficient connectivity.

🔗A Glimpse into the Future with Mycelium

Imagine waking up in a world where your internet connection isn’t routed through corporate-owned data centers but flows securely between you and those you trust. Your home office connects seamlessly to an encrypted global network. You start your day by accessing files from your personal cloud, which is hosted on your own device, encrypted, and accessible only to you. A quick, secure video call with your team follows, running entirely over Mycelium’s peer-to-peer network, free from surveillance or interference.

Small businesses host their websites and manage their infrastructure without relying on third-party cloud providers. Developers push code to private repositories, ensuring only authorized collaborators have access. Families stream media directly from their home servers, avoiding subscription fees and content restrictions. Even online gaming has been revolutionized. Players host multiplayer sessions on encrypted private servers, eliminating lag and reliance on corporate hosts.

Meanwhile, IoT devices in smart homes and remote workplaces function on secure private networks, safeguarding sensitive data from corporate surveillance. A doctor in a rural village can connect securely with a specialist overseas, sharing critical patient data without privacy concerns. Journalists and activists can communicate without censorship, free from government or corporate monitoring.

🔗The Need for a New Internet

The current internet infrastructure is failing us. Over 70% of global internet traffic depends on expensive transglobal networks, leading to high costs and latency. A simple Zoom call between Uganda and Tanzania may be routed through U.S.-based servers, significantly degrading the experience. With AI-driven systems, agentic computing, and rising cybersecurity threats, centralized control is no longer sustainable.

ThreeFold is pioneering a new internet that is truly decentralized, infinitely scalable, and geo-aware. Built from the ground up on a bare Linux kernel, ThreeFold’s internet stack enables modular, self-healing infrastructure, putting control back in the hands of users. Unlike traditional cloud providers, ThreeFold dynamically shards data with advanced erasure codes, providing security against even quantum computing threats. Its real-time routing algorithms eliminate bottlenecks by optimizing packet travel based on congestion, node availability, and latency.

With 3.5 billion people still offline and AI agents set to scale into the billions, the need for a decentralized internet has never been more urgent. The future isn’t about patching a failing system – it’s about building a better one. Through advancements like Mycelium, ThreeFold is leading the charge, reshaping the internet into what it was meant to be: open, secure, and controlled by people – not corporations.

Learn more about Mycelium via the website and documentation.

🔗Part I: A Natural Evolution

The story of the Internet is one of ongoing evolution.

It began in the 1960s and 70s with a decentralized dream. Researchers and early pioneers built networks where computers communicated directly – peer-to-peer. There were no gatekeepers, no central authorities. Just nodes of people and their computers, freely exchanging data. This was the foundation for what we now call the Internet.

But as the Internet grew in the 90s, things started to change. The scrappy network of computers connected in an ad hoc manner started becoming an economic arena. Companies built platforms, services, and hubs. Massive infrastructure emerged to support this growth — hyperscale data centers, global fiber-optic networks, and powerful servers. The world logged on, and the web became commercialized.

This was Web 1.0 – static pages and basic information sharing. Then came Web 2.0 – the age of social media, cloud computing, and user-generated content, which makes up the vast majority of our shared digital lives. Connection became easier, but power was consolidated. Big platforms have taken ownership of our data and control our experiences.

In response, a new idea emerged – Web 3.0. Decentralized technologies like blockchain aimed to give control back to users. But Web3 is still finding its way, grappling with scalability, accessibility, and adoption.

And now, with the introduction of AI, we stand at the dawn of Web 4.0, the next evolution of the Internet. Web 4.0 is an agent-centric model, also sometimes referred to as the symbiotic web. In Web 4.0, we’ll interact both with humans and with virtual AI agents, our digital counterparts. These agents will be able to help with everything, from organizing our days to navigating our online presence. But here’s the catch – if we stay on the current path, these agents and the powerful intelligence systems behind them won’t belong to us. They’ll be owned – just like our data is today – by someone else. Web 4.0 will be no different than what we’ve had in the past.

This isn’t just about data anymore, it’s about intelligence itself. It’s about the future of our species and the planet. The question is: will we seize the opportunity to create something new – a decentralized network of augmented, collective intelligence.

This vision is what we call Web4.

🔗Part II: Our Web4 Vision

Web4. Where humans and AI collaborate to develop a new paradigm aimed at advancing planetary well-being. To our knowledge, we are the world’s first project approaching a fully functional Web4 infrastructure. But what does a Web4 infrastructure look like?

A Web4 infrastructure is built on three essential layers: personal, infrastructure, and physical.

At the heart of Web4 is the individual – you. The personal level involves an AI assistant, your digital counterpart, which manages your digital life and is owned fully by you. An identity layer ensures reputation and authenticity of information, an intelligence layer brings decentralized personal AI systems for smarter collaboration and decision-making. And a transaction layer integrates seamlessly with Web3 systems and beyond for secure and efficient transactions.

Next is the infrastructure layer, the backbone of Web4. This layer re-imagines how the Internet works. The network layer delivers private, scalable communication. The data layer revolutionizes how we store, share, and control data. Serverless compute resources allow applications to run closer to users and their data, improving speed and performance. And the cloud layer bridges today’s Web2 systems with a Web4 future, ensuring everything works together.

Finally, the physical layer brings Web4 into the real world. Routers act as gateways between the old web and the new, creating secure, next-generation communication channels. Nodes power the ecosystem by delivering AI, data, and compute capabilities. Phones become more than just a device, they are your portal into Web4, and capable of building meshed networks for better connectivity. And any modern desktop running Linux, Windows, or MacOS integrates seamlessly into this new ecosystem.

This vision may seem bold, but at ThreeFold, we are well on our way to making it a reality. Over the past decade, we have tackled complex challenges in areas such as data storage, secure overlay networking, and autonomous cloud security. A working proof of concept infrastructure grid is alive today thanks to the ThreeFold developers and a global community.

Today, we are pleased to announce the next step in the roadmap to Web4: Web4 Node, Web4 Phone, and Web4 Router.

🔗Part III: The Journey Begins

Today, we are pleased to announce the next step in the roadmap to Web4: V4 3Node, 3Phone equipped with 3Bot technology, and 3Router.

3Nodes are a familiar concept in the ThreeFold ecosystem, now also entering their fourth generation. Nodes provide capacity to the network, and in exchange generate rewards. Today, in collaboration with ThreeFold community vendors YourData Network in Europe and DuckFarmData in North America, we are announcing three different models of the V4 3Node. You can find more info and how to place orders here.

3Phones are a portal into the Web4 world. We are pleased to share that we will be offering several models of 3Phones into the market based on the Volla Phone platform. 3Phones will be equipped with your own decentralized AI agent called 3Bot. You can pre-order a 3Phone here.

And then there are 3Routers. Routers ensure that Web4 devices (phones and desktops running Mycelium) can communicate with one another – peer-to-peer, private, and secure. 3Routers will be available next year, and you can express your interest here.

Now, we need more than technology – we need pioneers, thinkers, and creators to help expand the Web4 ecosystem. Whether you contribute as a developer, a node operator, or via any other role, your participation is crucial. We need to bring millions of nodes, routers, and phones into the ecosystem. This is the next step in our journey.

The future of the Internet is being written today, and Web4 is the next chapter – a chapter where control, collaboration, and innovation belong to everyone. But this isn’t just our journey – it’s yours too. Together, we can build a smarter, more equitable digital world, where AI and humans work side by side to solve our greatest challenges.

Will you join us in realizing this vision?

Today we make these announcements to our incredible community, so you can provide your feedback and be amongst the first to register. In the coming weeks, after the new year, we will begin to spread this vision further. And this is only the beginning of our Web4 journey. Every three months, on 03.03, 06.06, 09.09, and 12.12 of next year we will continue to unveil major aspects of the Web4 vision. Of course there will be plenty of discussion and updates as we go, as well. Stay tuned.