744B param GLM-5 running inside Intel TDX enclaves on H200s is an aggressive TEE inference claim — most verifiable compute projects top out well below that scale because attestation overhead kills latency at frontier model sizes. The three-launcher stack (apps → agents via OpenClaw → token creation) is clearly designed as a flywheel where each layer feeds demand into $0G compute credits, but the make-or-break is whether TEE-verified inference can hit latencies that don't immediately send normie users back to ChatGPT. Decentralized storage recovery via root hash is a nice touch for app state, though Vercel single-click deploy somewhat undercuts the decentralization narrative when your frontend still lives on AWS.

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