Deploy chains faster & easier ⚡ Introducing Gelato 1-Click... Native Modules 1-click Native Modules let users deploy service-packed chains instantly, cutting out third-party negotiations Here’s what this means for chain builders ↓show more

Gelato
17,075 Aufrufe • vor 2 Jahren
Monad is excited to announce day 1 support from... LayerZero Labs! 💜⚡️ But what does this mean? ▫️ Universal Connectivity: LayerZero will deploy an Endpoint on Monad to connect Monad to 50+ chains, including EVM and non-EVM networks. ▫️ General Messaging: Any type of information can be sent to and from Monad through a LayerZero endpoint, including governance votes, contract calls for lending and borrowing, arbitrary data, etc. ▫️ Token Bridge: Movement of ERC-20 and native gas tokens as wrapped assets to Monad will be possible. And this is only step 1… Stay tuned for more info on how LayerZero’s OFT Standard will increase the UX and devX on Monad.show more

Monad
205,855 Aufrufe • vor 2 Jahren
After two rounds of practice, this one went much... faster. A lot of video effects that look complicated become much easier once you break them down into smaller modules. Here are 3 small tips I’ve learned for making this kind of video: 1. Show the final result at the beginning to set expectations 2. Let the decorative elements stay on screen for 2 extra seconds at the start of each segment 3. Cut out the clips where the AI motion goes wrong Full workflow and prompts:show more

underwood
209,708 Aufrufe • vor 3 Monaten
Here is a detailed list about why $SHIDO is... the biggest gem of this bullrun 💎 Don’t be shocked, all of this, and actually under 4m MC. ⚠️ All the things in this list are LIVE. Not in the building phase, ALL of it has been delivered. 🔹The Blockchain - Dual VM Layer 1 PoS (EVM+WASM) - EVM Smart Contracts - Infinite Scalability, 13k TPS - Sub 1sec Time to Finality - 20M Blocks with ZERO downtime - Audited by Zokyo Security - 30+ Validators - Native & EVM block Explorers 🔹 The Native Permissionless DEX - Has Multiple Aggregators - Perfect Audit Score by Zokyo 100/100 - Native Shido Pools - Staking for projects on Shido - Earn by providing Liquidity on Native Pools - Shido Dex reward token (BIG UI update coming really soon) 🔹 The Native Bridges - Interact between Shido Network & others - Stablecoins only for improved Security - Native integration of USDC & USDT - Supports ETH BNB Base ARB & AVAX - Audited by Leading Security Firm - Built with the assistance of Wanchain for expertise 🔹 The Native Wallet - App available on Apple & Google Stores - APK available for Android - Native Dex integrated - Big update coming in the future to improve performances & integrate the governance modules & much more 🔹 IBC Shido - Internet of Blockchains - Access to over 30 other IBC-Blockchain networks - IBC offers Enhanced Security - Unlocks Keplr + Cosmostation - Can trade tokens & provide Liquidity across different Chains - Access greater liquidity ecos - Cross-Chain DeFi & DApps - Trade on Osmosis DEX - Access to Cosmos Hub Eco 🔹 Burn Per Transaction - Hard-Coded in to Burn Shido - Burns both Base & Priority fees - Access a live Burn Dashboard - Burns removed Permanently from Circulation 🔹 The Integrations & Listings - Chain & Dex fully integrated on CMC - Chain & Dex fully integrated on Coingecko - Chain & Dex fully integrated on Dextools - Integrated on DefiLama - Integrated on GemPad Launchpad - Listed on Mexc (Chain-Integrated) 🔹 The Community Builders ▪️Dexhub - Equivalent to CMC for Shido ▪️WenMint - 1 Click to launch a token on Shido & Automatically Audited ▪️Shido Fantasy League - Unique competition format that rewards both projects & the community for active engagements. ▪️Shidokid - Token Vault, Factory & NFT Marketplace & various Smart Contract Utilities ▪️Kuzino AI - Institutional Grade Analytics Trading Tool with Deep Market Intelligences. 🔹 Partners and Exposure - Victus Global (VC) - Growthy (Marketing & community growth) - Weekly Shido Spaces with Bjorn CEO - Multiple Spaces per week everywhere on X - Organic community - Community Content Library - Community Live X Spaces has been building for more than 3.5 years & delivered everything on tech. Go here for an interactive eco scope -show more

Superbit123 | Node Validator
15,097 Aufrufe • vor 1 Jahr
gAnoma Fam❤️ 🚨 Why I Can't Stop Talking About... Anoma? Hey fam, you've probably noticed I'm constantly posting about Anoma . Let me explain why this project has completely captured my attention. 📌My Web3 Frustration: Been using DeFi across multiple chains for years. Always the same headache - switching networks, managing gas on different chains, using bridges that could get exploited. Complex transactions, fragmented experience. 📌Then Anoma changed everything: Intent-centric architecture completely shifted my perspective. No more transactions, just intents. "Swap my ETH for that NFT and stake it" - boom, system handles the rest. Cross-chain native, privacy by design. 📌What convinced me: Finally, blockchain that speaks human language. You don't need to understand technical infrastructure. Solvers coordinate everything behind the scenes. Zero-knowledge proofs ensuring privacy. It's like having a personal blockchain butler. 📌The bigger picture: Web3 OS that unifies all chains. Developer writes once, deploys everywhere. Users never worry about which chain they're on. Intent gossip layer coordinating massive complexity invisibly. 📌Personal transformation: This will change how I interact with crypto entirely. From managing chains to just expressing what I want. From complexity to simplicity. This isn't another L1 guys. This is the operating system Web3 has been waiting for. That's why the hype is real 🚀show more

0xilh
10,474 Aufrufe • vor 1 Jahr
DarkFi superapp v0.3-alpha is here, “anon”. DarkIRC chat is... live. Payments, DAO and trading coming as addons. One native application to rule them all. This is the crypto infrastructure you were promised. These are the user-facing apps OGs dreamed of. Why the superapp matters: Anonymous digital spaces are the pre-condition for real-world autonomy in 2025. When developers can build without exposure, when users can coordinate without surveillance, when governance happens in zero-knowledge - then you create a space for experimentation and growth. Anonymous DAOs make decisions without revealing voter identities or treasury contents. Anonymous communication enables collaboration across jurisdictions without compromising participants. This is the infrastructure for sovereignty. DarkFi built one application that runs identically on Linux, Android, Mac and Windows. Developers write once, deploy everywhere with zero exposure. Users get the same experience on every device. Third-party builders get full API access without asking permission. Software runs locally. What's in v0.3: - Android text input fixed. - Graphics rendering corrected to eliminate glitching. - Battery consumption reduced on mobile. - UI improvements with animated background. - Second stabilization release since 0.2-alpha (v0.4 coming soon with additional features). Let there be Dark!show more

DarkFi Squad
19,827 Aufrufe • vor 10 Monaten
Ritual Community Builders Program Ritual is launching a global... builders network + research collective at the frontier of onchain AI. What it’s about: •Bringing together developers, researchers, and educators exploring AI, cryptography & blockchain as one discipline. •Covering cutting-edge topics: zkML, SMPC, verifiable inference, algorithmic ethics. •Builders don’t collect certificates, they run experiments, build proofs, and share code that moves the field forward. •Connecting academia, industry teams, and global dev communities to lower barriers for building AI-native protocols. Why it matters: • Turn theory into practice with paper-to-code workshops, demos, and technical deep dives. • Encourage ethical, privacy-preserving, and transparent AI development on-chain. • Make advanced AI knowledge accessible through bootcamps, study circles & multilingual content. • Unite Ritual’s ecosystem partners, research teams, and independent builders under one vision: open, provable AI. How to join: •Fill out the application form. •Applications reviewed in 1–2 weeks. •Selected builders join an onboarding call. •Receive toolkit, curriculum roadmap & access to bi-weekly sessions. •Start contributing: research, workshops, prototypes, or community activities. Apply now. 👉 Link in comments. Ritual Foundationshow more

Keith (❖,❖) , ✧ᴗ✧
45,913 Aufrufe • vor 9 Monaten
What is Chainlink CCIP? Chainlink's (Chainlink) Cross-Chain Interoperability Protocol,... or CCIP, is designed to let applications communicate across different blockchain networks. Put simply, CCIP acts as a secure messaging and transfer layer between otherwise disconnected blockchains. Here's how it works: (1) It moves data between blockchains CCIP allows smart contracts on one blockchain to send messages to smart contracts on another network. That means an application can trigger an action on a different chain without requiring users to manually move between ecosystems. (2) It can transfer tokens across networks CCIP also supports cross-chain token transfers. Projects can use token pools and other mechanisms to move assets between supported chains while maintaining controlled supply across networks. (3) It lets you combine messaging and asset movement A major feature of CCIP is that developers can send arbitrary messages, transfer tokens, or do both in a single cross-chain transaction, rather than needing separate systems for each. (4) It uses Chainlink's decentralized oracle infrastructure CCIP relies on Chainlink's decentralized oracle network to validate and deliver cross-chain messages. The system uses multiple independent components to help verify transactions and protect against failures or manipulation. (5) It adds programmable token transfers CCIP is not limited to simply sending an asset from one chain to another. Developers can attach instructions to transfers, allowing receiving applications to automatically perform actions when tokens arrive. This could make cross-chain lending, payments, trading, and other DeFi applications easier to build. (6) It is designed for multiple blockchain environments CCIP supports communication across different blockchain ecosystems rather than forcing applications to operate within a single network. That matters as liquidity, users, and applications become increasingly fragmented across chains. The bigger idea is simple. Blockchains were originally built as separate networks, but users and capital increasingly need to move between them. CCIP is Chainlink's attempt to provide the infrastructure for that movement. If cross-chain applications continue expanding, secure interoperability could become one of the most important layers in the blockchain stack.show more

BSCN
17,376 Aufrufe • vor 24 Tagen
Native USDC, EURC, and CCTP are now live on... Cronos, powering Cronos and the wider ecosystem. Developers, PSPs, and DeFi teams on Cronos can now access the world’s largest regulated dollar and euro stablecoins for a range of use cases: → DeFi activity: Use USDC and EURC for lending, trading, and settlement → Crosschain money movement: Move USDC seamlessly across chains with CCTP for robust liquidity access → Payments and treasury: Manage payouts, settlement, and treasury operations → AI-powered workflows: Support agentic payments and emerging agent-to-agent applications with programmable stablecoins Day 1 apps: Crypto.com, LI.FI, Relay, VVS-Finance, WolfSWAP | SWAP & WIN With this integration, USDC and EURC are supported natively on 35 and 7 blockchains, respectively. CCTP is now available on 25 blockchains and enables smooth USDC crosschain transfers without third-party bridges. Get started today:show more

Circle
59,026 Aufrufe • vor 2 Monaten
CCTP is now live on Aptos! Developers and their... users can now transfer USDC securely between 10 blockchains with 1:1 capital efficiency. With CCTP, you can: 💸Enable cross-chain onboarding for your app by allowing USDC deposits directly from Ethereum and more. ⚖️Meet withdrawal demand for USDC on Aptos on your exchange by rebalancing 1:1 with CCTP behind the scenes. ✨Accept USDC payments for your marketplace from multiple blockchains. Users never need to think about what blockchain they hold USDC. CCTP uses a native burn-and-mint process to securely move USDC from one blockchain to another. With no need to lock up liquidity or rely on third-party fillers, CCTP maximizes capital efficiency and minimizes trust assumptions. Powering 90 unique routes: With the addition of Aptos, CCTP can facilitate USDC transfers in a many-to-many fashion between Aptos, Arbitrum, Avalanche🔺, Base, Ethereum, Noble, Optimism, Polygon | POL PoS, Solana, and Sui. Dozens of apps, wallets, bridges, exchanges, and more support CCTP, including: Wormhole 🤝 CCTP Wormhole enables developers to integrate CCTP into their Aptos apps with Wormhole Connect – a customizable widget for seamless cross-chain transfers: Portal 🤝 CCTP Wormhole Portal supports CCTP on Aptos with its integration of Wormhole Connect to deliver fast and easy USDC transfers to users: Ecosystem apps using Wormhole Connect including Aries Markets, Cellana Finance, Echelon, Echo Protocol, Meso Finance, Pontem Labs (Liquidswap), Thala, and VibrantX Finance 🤖 are now live with CCTP routes for Aptos. Start building with CCTP on Aptos:show more

Circle
97,675 Aufrufe • vor 1 Jahr
Introducing: Control Tower. After running agencies for over a... decade, three problems were clear: 1. Task management tools aren't built for client work—the constant back-and-forth, the private and public feedback loops. 2. Financial tools don't understand service businesses. We need to know what's coming in, what clients owe, when they're paying, and how that stacks up against what we're paying our team. 3. We need easy tools to track and manage our team's capacity in real-time. But here's the thing—these tools need to work together. When you work with clients, your team's capacity dictates the projects you can take on. The projects you take on dictate your revenue. And the pace of those projects restarts the entire cycle. That's what Control Tower does. Today we're announcing the foundations: Tasks, financials, and capacity. Very soon we'll be introducing Chief—the AI layer that connects everything and works proactively to keep your team moving. We built this from the ground up to be agent-native. What we have today is good. It's not great yet. There's a lot of work to do, and a lot we haven't even shipped to our beta users. I'd love for you to check it out. Sign up for the beta—we're inviting people as quickly as we can and doing personal walkthroughs.show more

Hunter Hammonds
53,302 Aufrufe • vor 8 Monaten
AlphaNet AI DEX is now live – first wave... of whitelisted users will now be able to access trading. This launch marks a paradigm shift in the crypto trading space – advanced edge and superior alpha will no longer be inaccessible for retail traders. AlphaNet differentiates from the pack from shifting from the main perp DEX talking points to one purely focused on alpha generation value for users. Access the platform here: This launch includes: - AI Algo Execution – Through a proprietary deep learning-based execution engine, optimize for minimal slippage and trading costs, often achieving negative slippage. Automate the order execution process and let our system do the heavy lifting. - Quantative ML Insight Models – Proprietary models that will help you determine and predict trend, market state, market efficiency and optimal entry and exit points ideal for use in leveraged scalping. Freakishly accurate models that adds unprecedented edge to your own edge and trading style. - Click-to-Deploy Quantitative AI Strategies – Choose from an arsenal of quantitative AI strategies engineered for superior risk-adjusted return from a variety of strategy types, assets and market profiles. Deploy and monitor in real-time, or adjust, mix and create your own “strategy of strategies”. Whether you like market neutral, mean reversion or fat-tail heavy strategies, we got you covered and will give you complete freedom of control. In the next week or two, expect 1) more announcements 2) video tutorials 3) new models and strategies 4) more growth & adoption-related news! The future of trading is finally here. Happy new year and see you in 2026! $PHB #AITradingshow more

Phoenix AI Labs
223,483 Aufrufe • vor 8 Monaten
📣 Puffer UniFi V2 testnet is now live! 🐡... The UniFi V2 testnet is officially live, and we’re inviting builders to explore the stack and join the next phase of Ethereum-native infrastructure. With the advancement of based rollup technology, UniFi offers a practical path forward to address Ethereum’s fragmentation and foster ecosystem growth. UniFi-OP enables Ethereum builders and users to avoid choosing a “winning” L2 or giving up revenue. Based sequencing keeps rollups, appchains, and general-purpose chains fully composable with Ethereum. Thanks to UniFi AVS, rollup owners can now share priority fees and MEV with validators. This upgrade was made possible in collaboration with Gattaca, , Automata Network, and Ethereum. ⚒️ What Builders Get • Governance‑optional rollups 🗳️ • Custom fee markets (subsidize, burn, or share) • KYC‑gated or fully permissionless chains 💆 What Users Feel • Sub‑10 ms confirmations ⚡ • One‑click exits to L1 (no 7‑day wait) • Seamless L1 interaction—AMMs, CLOBs, RWAs “just work” 📈 Economic Win‑Win Based sequencing ≠ giving up MEV and Priority fees. Rollup owners, gateways, and L1 proposers share MEV & congestion fees through @puffer_unifiAVS. Alignment without sacrifices. 🧩Pragmatic Composability How composable is UniFi V2? • L2 → L1 withdrawal supported • EIP‑7702 smart‑wallet standard baked in • Atomic withdrawals in the same block (no more 7 day wait) 🛡️Trust‑Minimized, Real‑Time Proving Real time proving is a must have to achieve composability and security that a rollup needs. We came up with a trust minimized pragmatic approach with TEEs for the first phase. In collaboration with Automata Network we now have: • Multi‑TEE provers (Intel TDX + AMD SEV) attest each block in less than 1s. • Hardware diversity = reduced trust assumptions. 🏎️UniFi AVS (Gateway Registry) For Preconfimrations (preconfs), we take advantage of delegated proposing to gateways to bring the speed. This service requires shared security. 🏗️Built on : • Validators opt in and delegate proposer rights. • They earn extra yield for serving preconfs. • Restaking validators solve the cold‑start problem. 💻 Preconf Phases • Centralized gateways at launch. • Progressive onboarding → many independent gateways for decentralization. • Proposer‑delegated based sequencing (speed). 🗺️Roadmap • ✅ Hybrid Based‑OP stack with TEE proving & fast gateways • 🔜 ZK proving • 🔜 Universal Registry Contract (URC) by ****@fabric_ethereum for slashing • 🔜 Commit boost Commit-Boost 📻 🕶️ 🦇🔊 integration • 🔜 Native L1 ↔ L2 ↔ L2 calls All upgrades are backward‑compatible and shipped incrementally. ⚔️Security Model at a Glance • Restaked ETH → slashable backing • Multi‑vendor TEEs → hardware redundancy • ZK fallback → cryptographic safety net No single point of failure. 🎯Metrics That Matter The KPI moves from TVL to transaction volume & speed. High‑frequency order‑flow is real revenue—and UniFi lets dApps capture it instead of donating it to someone else’s sequencer. 🧑💻Code & Collaboration UniFi V2 extends the open work by Gattaca on Gattaca‑OP. Dive into the repos and contribute. 📚TL;DR • Pragmatic composability with atomic withdrawals from the L2. • Trust‑minimized, real‑time proving • UniFi AVS bootstrapped by EigenLayer • Based rollups that share income 🪖Builders: stop choosing between UX, composability, and revenue. DM us or visit to spin up your Based Appchain and join the UniFi Based Rollup testnet—or fork the stack and run it yourself. 👷♂️ Build with us: 🪙 Faucet: 🌍Ecosystem resources:show more

Puffer Finance 🐡
158,624 Aufrufe • vor 1 Jahr
In 2007, I designed tools that let anyone draw... on top of Google Maps. People could drop pins, draw lines and shapes, and layer their own meaning onto the world with "My Maps." But nearly 20 years later, one tiny design debate has stayed with me: how should people draw a shape? At the time, we had two options. 1. Draw mode: users click and drag to create. 2. Drop + edit: the app drops a default shape, then users resize + move it. I pushed hard for draw mode. People were tracing rivers and roads, so precision mattered. A default square dropped in the middle of Kansas wasn’t going to cut it. Decades later, this same debate is still playing out in modern tools: → Figma, Illustrator, Google Slides use draw mode → Canva, Keynote, PowerPoint use drop + edit While there clearly isn't consensus, some newer products are evolving beyond these patterns: → FigJam gracefully merges draw mode and drop + edit into one concept with its semi-transparent “ghost” objects. → Apple Photos on iPhone is a great context for drop + edit. The canvas is small and the mobile user inputs are limited. After decades of using digital drawing tools, I still bristle when a tool drops an unsolicited rectangle onto my screen. At best, it feels presumptuous. At worst, it feels lazy. When we built My Maps, we designed tools that invited users to create. We provided the means, but we let people lead. That same principle applies to every product today: understand who you’re building for and what they need, then design the simplest, most intuitive workflows — ones that let users lead. Because in the end, the best tools don’t assume what users want. They respond. Full breakdown in comments below.show more

Elizabeth Laraki
175,676 Aufrufe • vor 10 Monaten
🚨BREAKING: just dropped their Shopify integration yesterday. Now you... can build a complete Shopify store by talking to AI. This changes a lot of things for ecom. WHAT THIS MEANS: Lovable AI can now: • Build complete online stores from text prompts • Set up checkout and shopping cart automatically • Add products with AI-generated descriptions • Deploy live stores in minutes, not weeks They proved it by building their own merch store: lovable[.]dev/merch THE OLD ECOM SETUP: • Hire Shopify developer ($3K-$10K) • Wait 2-4 weeks for completion • Go through endless revision cycles • Pay for theme customizations • Debug technical issues • Launch after months of delays THE NEW REALITY: "Build me an online store for selling fitness equipment" → AI creates complete store in 10 minutes → Add products with descriptions → Click publish → Start selling immediately WHAT THIS MEANS FOR ECOM OWNERS: The Technical Barrier Just Disappeared: • No coding knowledge required • No designer needed for basic stores • No developer for functionality setup • No technical troubleshooting Speed Becomes the New Standard: • Test product ideas in hours, not months • Launch seasonal stores instantly • Pivot business models without rebuilding • A/B test different store concepts rapidly The Cost Structure Changes: • $29/month Shopify + AI tool vs. $10K+ development • Instant iterations vs. expensive revisions • Self-service setup vs. agency dependencies • Focus budget on marketing, not development THE REALITY: While you're waiting 6 weeks for your developer to finish your store… Your competitor just described their business idea to AI and launched 3 different store variations to test the market. THE OPPORTUNITY FOR BRANDS: • Test 10 product ideas instead of 1 • Launch seasonal campaigns instantly • Create niche stores for different audiences • Focus on products and marketing, not tech THE WINDOW IS CLOSING: Right now, most ecom owners don't know this exists. In 6 months, everyone will expect instant store creation. In 12 months, waiting weeks for a basic store will look amateur. As for me, I’ll say basic Shopify development just became commoditized. P.S. Thanks to Lovable, everyone will have a store soon. Your real edge isn't in JUST building it. It's in the operations, automations, and strategy that make it profitable.show more

Lian Lim | Dashboard & AI Automation Expert
14,316 Aufrufe • vor 10 Monaten
Proud to announce the in-depth collaboration between Kingnet and... Alibaba Cloud in AI Gaming. Alibaba Cloud provides world-leading cloud computing, big data, and AI services, with disclosed revenue exceeding $15 billion in 2024, which is one of the most renowned global server providers. When two superpowers collide, the game changes. 🌊AI Gaming R&D By integrating Qwen 's LLM and Alibaba Cloud 's PAI platform (including PAI-iTAG, PAI-Designer, PAI-DSW, PAI-DLC, and PAI-EAS), Kingnet has emerged as one of the gaming industry's pioneers in AIGC-powered content generation and AI rendering. Together, we are accelerating the realization of no-code game development. 🌊GPU Computing Resources Alibaba Cloud delivers GPU-accelerated elastic computing services with exceptional processing power, supporting diverse workloads including deep learning, scientific computing, graphics visualization, and video processing - providing robust GPU computing capabilities for KingnetAI's demanding requirements. 🌊Cloud Service Optimization Cloud server deployment has become the mainstream choice for small and mid-sized game studios in global operations. Leveraging Alibaba Cloud server advantages, we will develop and deploy more cloud-native games to meet user demands. The disruptive innovation we're bringing to the industry: 🔸Minute-scale game asset production replaces traditional week/month-long cycles 🔸Single-digit dollar development costs VS traditional four-figure entry thresholds 🔸AI-powered NPCs with behavioral engines deliver dynamic player interactions, breaking static story constraints, etc. 🔜Kingnet AI V2 is approaching launch. The Agent system and game generation engine will be officially deployed across 3 chains: 🔹Leveraging Solana high throughput and low gas fee , Solana has consistently been a developer favorite, latest product will be deployed on Solana - with users paying $SOL for on-demand asset creation fees. 🔹Another key partner is BNB Chain ,We are actively participating in both the #BNBAIHack and the latest MVB 10. Powered by BNB Chain long-standing support for AI innovation. Kingnet V2 and NFT drop will be deployed on BNB Chain, providing developers and the community with comprehensive game-generation tools and support. 🔹As an early strategic partner of Kingnet, TON 💎 @TONEastAsia was one of the earliest chain to connect Web2 and Web3, Kingnet V2 will be deployed on TON, providing TON game developers with low-cost, high-efficiency asset generation, and supporting users to use $TON as an asset generation cost. The Future of AI Gaming is coming.show more

Kingnet AI
149,961 Aufrufe • vor 1 Jahr
AI token usage is up 10x in 7 months,... compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!show more

Kyle Reidhead | Milk Road
28,320 Aufrufe • vor 1 Monat
Everyone is waiting for the next big move in... crypto. Meanwhile, the market underneath is already changing. Institutional crypto products are becoming more sophisticated. 21shares is adding staking directly to its ETH and DOT ETF names, while BlackRock and Fidelity are also moving deeper into staked ETH products. That matters because institutional exposure is evolving beyond simply holding an asset and waiting for price appreciation. Yield is becoming part of the product. But the market itself still has the same weakness we’ve seen for years: leverage. XRP went from roughly $0.99 to $1.69 in five days before the reversal wiped out hundreds of millions in leveraged longs. BTC, ETH and SOL were pulled into the move too. So while the financial rails are getting better, positioning can still get reckless very quickly. And this isn’t limited to crypto-native assets. RWA adoption is expanding through networks like BNB Chain, putting more real-world assets in front of more users. Now the problem shifts from issuance to liquidity. More assets across more chains means more distribution, but without interoperability, liquidity can remain fragmented. Even gaming sits somewhere in this transition. The fight around GTA 6’s physical ownership model is a reminder that digital assets are increasingly becoming licenses, access rights and programmable products rather than things people physically own. That’s the bigger shift I’m watching. Crypto isn’t developing in isolation anymore. ETFs, RWAs, digital ownership, tokenized assets and onchain markets are all moving toward the same direction: more financial and economic activity becoming digitally accessible. The question isn’t whether this transition is happening. It’s whether the infrastructure can keep up once everyone stops waiting and starts participating.show more

DΞFI PΞNIΞL (🧠,🧠)
23,583 Aufrufe • vor 18 Tagen