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After hours of in-depth research, countless data points, and analyzing every major shift in the crypto space, we’ve finally added the finishing touch to the 𝗧𝗿𝗮𝗱𝗲𝗗𝗼𝗴 𝗖𝗿𝘆𝗽𝘁𝗼 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 2025 report. This report is the pulse of the market right now. It’s time to harness these insights and position yourself...

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TradeDog | Crypto Market Research

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Special thanks and heartfelt appreciation to the brilliant minds behind this insightful and informative report! - Authors : @mehdiiwanii || @kapoor_crypto Co-authors: @VikashM1405 || @_lit_chi_ || @samarveer778 || @raahulll_raj

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Kudos to the team and all the contributors for such a detailed report!

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What a year. 🚀 2025 was the year ChainOpera AI turned vision into real momentum: building a community-co-created, community-co-owned AI agent network and pushing the boundaries of what decentralized, collaborative intelligence can look like. 🚀 Biggest highlights from 2025 ✅- AI Terminal officially launched: We unveiled the ChainOpera AI Terminal as a unified gateway to decentralized AI, making it possible for anyone to interact with powerful, decentralized LLMs without technical friction. Positioned as the “browser for the DeAI era,” the AI Terminal marked a major step toward making decentralized intelligence accessible, usable, and mainstream. ✅- AI Terminal adoption at massive scale: Momentum followed quickly. The AI Terminal surpassed 2M registered users and consistently ranked top 3 among all apps on the BNB AI DappBay, validating strong product–market fit and real, sustained usage at scale. ✅- Announcing Coco: the world’s first community-owned Super Agent: We introduced Coco, the intelligence layer that sits between users and the agent network. Coco dynamically routes each request to the most efficient, community-built agent—optimizing for quality and speed while rewarding the creators behind the best-performing agents. This was a defining moment in realizing a truly community-owned intelligence layer. ✅- From agents to a living agent network: With the launch of the Agent Social Network and Super Agent architecture, ChainOpera AI moved beyond isolated agents toward a collaborative system where humans and specialized agents coordinate, share context, and solve complex, multi-step tasks together. ✅- $COAI breakout year: The listing of $COAI across major exchanges shocked the market, and throughout the year COAI consistently remained among the top AI-native crypto tokens by visibility, activity, and community engagement – reflecting growing confidence in the long-term vision of collaborative intelligence. ✅- Global presence: ChainOpera AI around-the-world tour: ChainOpera AI went global in 2025, sponsoring and participating in major AI and Web3 events across North America, Europe, and Asia, including ETHDenver, Consensus Toronto, Token2049 Singapore, ETHCC, SBC, and Devcon. These global touchpoints helped us engage directly with developers, builders, investors, and partners worldwide, accelerating adoption and positioning ChainOpera AI at the center of the emerging AIxBlockchain movement. ✅- Community momentum at scale: Community remained the heart of ChainOpera AI’s growth. We successfully completed three seasons of structured community engagement, executed a widely participated community airdrop, and ran multiple ecosystem-shaping campaigns to incentivize builders, creators, and early adopters. These efforts strengthened alignment between users, developers, and the protocol, laying the foundation for a durable, community-owned AI ecosystem. ✅- “AI for Markets” taking shape: We laid critical groundwork for AI-native market intelligence, including the launch of PrediMarket Agent and multiple trading and analysis agents—early building blocks toward an AI-driven ecosystem for crypto and DeFi markets. ✅- Building in public, with the community: Across product launches, research milestones, ecosystem discussions, and global events, we continued to build openly to bring developers, users, and partners directly into the evolution of ChainOpera AI. This year also marked the launch of the ChainOpera AI Foundation website, formally kicking off a bold Ecosystem Fund designed to empower builders, incubate high-impact projects, and accelerate the growth of a truly community-owned, collaborative AI ecosystem. To every builder, user, and supporter who helped make this year possible: THANK YOU! 🧭 What we’re excited about in the coming year 🔹- A Stronger, Denser Agent Economy (everyday adoption + cross-chain reach): In 2026, we are scaling the Agent Economy from growth to daily usage, with more agents, richer workflows, deeper multi-agent collaboration, and higher-impact use cases that users rely on every day. In parallel, we are expanding the agent network beyond a single ecosystem with cross-chain execution and interoperability, allowing agents to access the best liquidity, data, and opportunities wherever they exist. 🔹- AI Market Infrastructure Evolution: Building on PrediMarket Agent and our growing suite of trading and market-intelligence agents, we are advancing toward a mature AI market infrastructure, where agents continuously monitor, reason, simulate, optimize, and act across crypto, DeFi, and beyond. 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What a year. 🚀 2025 was the year ChainOpera AI turned vision into real momentum: building a community-co-created, community-co-owned AI agent network and pushing the boundaries of what decentralized, collaborative intelligence can look like. 🚀 Biggest highlights from 2025 ✅- AI Terminal officially launched: We unveiled the ChainOpera AI Terminal as a unified gateway to decentralized AI, making it possible for anyone to interact with powerful, decentralized LLMs without technical friction. Positioned as the “browser for the DeAI era,” the AI Terminal marked a major step toward making decentralized intelligence accessible, usable, and mainstream. ✅- AI Terminal adoption at massive scale: Momentum followed quickly. 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This was a defining moment in realizing a truly community-owned intelligence layer. ✅- From agents to a living agent network: With the launch of the Agent Social Network and Super Agent architecture, ChainOpera AI moved beyond isolated agents toward a collaborative system where humans and specialized agents coordinate, share context, and solve complex, multi-step tasks together. ✅- $COAI breakout year: The listing of $COAI across major exchanges shocked the market, and throughout the year COAI consistently remained among the top AI-native crypto tokens by visibility, activity, and community engagement – reflecting growing confidence in the long-term vision of collaborative intelligence. ✅- Global presence: ChainOpera AI around-the-world tour: ChainOpera AI went global in 2025, sponsoring and participating in major AI and Web3 events across North America, Europe, and Asia, including ETHDenver, Consensus Toronto, Token2049 Singapore, ETHCC, SBC, and Devcon. These global touchpoints helped us engage directly with developers, builders, investors, and partners worldwide, accelerating adoption and positioning ChainOpera AI at the center of the emerging AIxBlockchain movement. ✅- Community momentum at scale: Community remained the heart of ChainOpera AI’s growth. We successfully completed three seasons of structured community engagement, executed a widely participated community airdrop, and ran multiple ecosystem-shaping campaigns to incentivize builders, creators, and early adopters. 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To every builder, user, and supporter who helped make this year possible: THANK YOU! 🧭 What we’re excited about in the coming year 🔹- A Stronger, Denser Agent Economy (everyday adoption + cross-chain reach): In 2026, we are scaling the Agent Economy from growth to daily usage, with more agents, richer workflows, deeper multi-agent collaboration, and higher-impact use cases that users rely on every day. In parallel, we are expanding the agent network beyond a single ecosystem with cross-chain execution and interoperability, allowing agents to access the best liquidity, data, and opportunities wherever they exist. 🔹- AI Market Infrastructure Evolution: Building on PrediMarket Agent and our growing suite of trading and market-intelligence agents, we are advancing toward a mature AI market infrastructure, where agents continuously monitor, reason, simulate, optimize, and act across crypto, DeFi, and beyond. 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ChainOpera AI

17,016 Aufrufe • vor 6 Monaten

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.
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$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.

Mike

182,048 Aufrufe • vor 7 Monaten

In the latest episode of Professionally Curious 🧠, Joanna Zeng @ SOON (🔴,💊)📍ETHDenver🇺🇸 (🧧Arc) sits down with Nemil Dalal, one of the most recognizable minds shaping modern crypto — from his early Y Combinator days to leading product innovation at Coinbase, and now pushing forward the next frontier with X402. Nemil opens up about his unconventional crypto origin story, the internal cultural evolution at Coinbase, and what it took for the company to shift from “just an exchange” into a force driving open standards, infrastructure, and developer ecosystems. He talks candidly about product velocity, philosophical disagreements, and why crypto needed a reset toward programmability and open protocols. Joanna and Nemil break down why X402 exists, what it unlocks for AI-native finance, and how integrating payments directly into the internet changes everything — from commerce to capital markets to how users interact with apps. They explore how stablecoins were only the first chapter, and why the world is inevitably moving toward millions of tokens, programmable markets, and agent-driven transaction layers. Think ahead: AI agents executing trades, routing payments, rebalancing portfolios, settling invoices, and powering prediction markets — all through a universal open standard. A world where every app can pay, transact, and coordinate without friction. This episode dives into the architecture behind it 👇 SOON takeaway: Our work with X402 isn’t theoretical. Joanna discusses how SOON’s high-performance SVM infra and our on-chain prediction experiments surfaced exactly the type of bottlenecks Nemil describes — blockspace saturation, facilitator constraints, and UX limitations. It’s reaffirmed why open coordination layers like X402 matter, and why building in public with community feedback is the only way to get this right. Key themes: • Why Coinbase’s culture needed to evolve • Programmability as the next era of finance • Stablecoins as the gateway to millions of assets • AI agents reshaping how users interact with crypto • X402 as the payment layer of the internet • Open standards vs walled-garden platforms • The growing demand for real use cases • Hackathons as catalysts for new ecosystems • Bridging Web2 familiarity with Web3 autonomy • Community-led innovation across protocols ⏱️ Timestamps 00:00 – Performance metrics & scalability questions 00:31 – Coinbase’s cultural pivot toward innovation 03:38 – Nemil’s personal journey into crypto 06:32 – The future of crypto founders’ ecosystems 09:35 – Philosophical foundations of the X402 protocol 15:29 – Open standards & the role of community 21:37 – AI + commerce: new use cases emerging 23:09 – Hackathons as engines of innovation 24:14 – Practical bridges from Web2 → Web3 25:07 – AI capital markets & internet-native payments 26:16 – Tokenization, blockchains & market structure 27:44 – Prediction markets + AI integration 31:10 – Designing user-friendly crypto UX 33:10 – High-performance infra & dev tooling 35:37 – Collaboration across the ecosystem 40:21 – Spicy takes about crypto’s future
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In the latest episode of Professionally Curious 🧠, Joanna Zeng @ SOON (🔴,💊)📍ETHDenver🇺🇸 (🧧Arc) sits down with Nemil Dalal, one of the most recognizable minds shaping modern crypto — from his early Y Combinator days to leading product innovation at Coinbase, and now pushing forward the next frontier with X402. Nemil opens up about his unconventional crypto origin story, the internal cultural evolution at Coinbase, and what it took for the company to shift from “just an exchange” into a force driving open standards, infrastructure, and developer ecosystems. He talks candidly about product velocity, philosophical disagreements, and why crypto needed a reset toward programmability and open protocols. Joanna and Nemil break down why X402 exists, what it unlocks for AI-native finance, and how integrating payments directly into the internet changes everything — from commerce to capital markets to how users interact with apps. They explore how stablecoins were only the first chapter, and why the world is inevitably moving toward millions of tokens, programmable markets, and agent-driven transaction layers. Think ahead: AI agents executing trades, routing payments, rebalancing portfolios, settling invoices, and powering prediction markets — all through a universal open standard. A world where every app can pay, transact, and coordinate without friction. This episode dives into the architecture behind it 👇 SOON takeaway: Our work with X402 isn’t theoretical. Joanna discusses how SOON’s high-performance SVM infra and our on-chain prediction experiments surfaced exactly the type of bottlenecks Nemil describes — blockspace saturation, facilitator constraints, and UX limitations. It’s reaffirmed why open coordination layers like X402 matter, and why building in public with community feedback is the only way to get this right. Key themes: • Why Coinbase’s culture needed to evolve • Programmability as the next era of finance • Stablecoins as the gateway to millions of assets • AI agents reshaping how users interact with crypto • X402 as the payment layer of the internet • Open standards vs walled-garden platforms • The growing demand for real use cases • Hackathons as catalysts for new ecosystems • Bridging Web2 familiarity with Web3 autonomy • Community-led innovation across protocols ⏱️ Timestamps 00:00 – Performance metrics & scalability questions 00:31 – Coinbase’s cultural pivot toward innovation 03:38 – Nemil’s personal journey into crypto 06:32 – The future of crypto founders’ ecosystems 09:35 – Philosophical foundations of the X402 protocol 15:29 – Open standards & the role of community 21:37 – AI + commerce: new use cases emerging 23:09 – Hackathons as engines of innovation 24:14 – Practical bridges from Web2 → Web3 25:07 – AI capital markets & internet-native payments 26:16 – Tokenization, blockchains & market structure 27:44 – Prediction markets + AI integration 31:10 – Designing user-friendly crypto UX 33:10 – High-performance infra & dev tooling 35:37 – Collaboration across the ecosystem 40:21 – Spicy takes about crypto’s future

SOON - Solana Optimistic Network (Mainnet Arc)

38,779 Aufrufe • vor 8 Monaten

Update on Parallel studios // Parallel TCG The brand-new, overhauled user experience for Parallel TCG is now complete, shaped by community feedback and refined through extensive optimization and game design. A significant amount of work has gone into elevating the game to the standard of world-class traditional TCGs. We are excited to bring it to mainstream mobile distribution platforms in the coming month through a global rollout across iOS and Android alongside the release of the next expansion set, Haven, and Parallel TCG World Championships Season 2. Parallel Colony We presented Colony at GDC in San Francisco at Google Cloud invitation, where it received a very strong response from the market. We are now in the final stages of completing the build and content ahead of a public iOS and Android release, currently targeted for April. Questions have come up around Colony’s visual resemblance to the lane-runner format often seen in mobile ads. That is a deliberate strategic choice, based on the fact that these formats remain among the few that continue to scale efficiently in mobile user acquisition. At its core, Colony is an AI-driven 4X title built with a deeper level of polish that we believe sets it apart from much of what is currently available in the market. Sanctuary We have slowed development on Sanctuary in order to prioritize the releases of TCG and Colony. Sanctuary remains a long-term project for us, but beyond the playtests we have already run, we are not setting hard timelines or release commitments at this stage. Wayfinder / AI AI is emerging as one of the most important technology shifts globally, driven by the rapid advancement of LLMs and autonomous agents. We believe this transition will create significant new infrastructure needs, and we have a number of internal AI initiatives underway to position ourselves accordingly. More will be shared on these initiatives in due course. Wayfinder Foundation 🧭 has shipped several functional upgrades, but we see a much larger opportunity for it to evolve into critical infrastructure for agents. We are also continuing to expand the utility of Prompt and explore adjacent use cases that we believe can unlock meaningful value for the broader market. As capital, attention, and product innovation increasingly converge around AI, our focus is on building tools that can serve as enabling infrastructure for that shift. SDK: Autolab: Cloud agent launcher: Skill: Kaparthys Loop x Defi: Try the Wayfinder skill on your OpenClaw instance today — just paste this to your bot: install the wayfinder openclaw skill by git cloning to our skills directory, read the skill.md and take me through the setup process. Outlook Over the near term, our focus is on execution across both gaming and AI. In gaming, the releases of Parallel TCG and Colony mark major milestones for the company, and we are eager to see how these titles perform from a growth perspective once they are in market. While sentiment across gaming remains soft, we believe differentiated, high-quality products can still find traction. On the AI side, our focus is on finding product-market fit for both Wayfinder’s role in enabling on-chain AI to interact with blockchains and for a new tool we have been developing around broader agent utility. The AI market continues to evolve at an extraordinary pace, and we are actively testing where these products can deliver the strongest utility and market relevance. We have been developing something new that leverages Wayfinder but has broader applicability, and we are actively testing it before bringing it to market. More will be shared as things progress.
0:40

Update on Parallel studios // Parallel TCG The brand-new, overhauled user experience for Parallel TCG is now complete, shaped by community feedback and refined through extensive optimization and game design. A significant amount of work has gone into elevating the game to the standard of world-class traditional TCGs. We are excited to bring it to mainstream mobile distribution platforms in the coming month through a global rollout across iOS and Android alongside the release of the next expansion set, Haven, and Parallel TCG World Championships Season 2. Parallel Colony We presented Colony at GDC in San Francisco at Google Cloud invitation, where it received a very strong response from the market. We are now in the final stages of completing the build and content ahead of a public iOS and Android release, currently targeted for April. Questions have come up around Colony’s visual resemblance to the lane-runner format often seen in mobile ads. That is a deliberate strategic choice, based on the fact that these formats remain among the few that continue to scale efficiently in mobile user acquisition. At its core, Colony is an AI-driven 4X title built with a deeper level of polish that we believe sets it apart from much of what is currently available in the market. Sanctuary We have slowed development on Sanctuary in order to prioritize the releases of TCG and Colony. Sanctuary remains a long-term project for us, but beyond the playtests we have already run, we are not setting hard timelines or release commitments at this stage. Wayfinder / AI AI is emerging as one of the most important technology shifts globally, driven by the rapid advancement of LLMs and autonomous agents. We believe this transition will create significant new infrastructure needs, and we have a number of internal AI initiatives underway to position ourselves accordingly. More will be shared on these initiatives in due course. Wayfinder Foundation 🧭 has shipped several functional upgrades, but we see a much larger opportunity for it to evolve into critical infrastructure for agents. We are also continuing to expand the utility of Prompt and explore adjacent use cases that we believe can unlock meaningful value for the broader market. As capital, attention, and product innovation increasingly converge around AI, our focus is on building tools that can serve as enabling infrastructure for that shift. SDK: Autolab: Cloud agent launcher: Skill: Kaparthys Loop x Defi: Try the Wayfinder skill on your OpenClaw instance today — just paste this to your bot: install the wayfinder openclaw skill by git cloning to our skills directory, read the skill.md and take me through the setup process. Outlook Over the near term, our focus is on execution across both gaming and AI. In gaming, the releases of Parallel TCG and Colony mark major milestones for the company, and we are eager to see how these titles perform from a growth perspective once they are in market. While sentiment across gaming remains soft, we believe differentiated, high-quality products can still find traction. On the AI side, our focus is on finding product-market fit for both Wayfinder’s role in enabling on-chain AI to interact with blockchains and for a new tool we have been developing around broader agent utility. The AI market continues to evolve at an extraordinary pace, and we are actively testing where these products can deliver the strongest utility and market relevance. We have been developing something new that leverages Wayfinder but has broader applicability, and we are actively testing it before bringing it to market. More will be shared as things progress.

//Kalos

14,422 Aufrufe • vor 4 Monaten

Why I’m All In on $CRO | March 25, 2026 – Remember This 🏆 Conviction isn’t built on hype — it’s built on execution, vision, and timing. After watching the AMA with Kris | Crypto.com, CEO of Crypto.com, it’s never been clearer: $CRO isn’t just positioned to win. It’s positioned to lead/take over. Here’s why I believe $CRO will be a top 5 asset/chain: 1. $CRO Enters the ETF Era: It’s official — Crypto.com is powering Truth Social’s ETF infrastructure (backed by United States President Donald J. Trump ) Custody, liquidity, and staking baskets with $CRO included.The goal? -> $CRO in every major ETF. This is how real capital enters. 2. “Make $CRO Great Again” Isn’t a Slogan — It’s a Strategy: The $CRO Mint = A Reset for Greatness In 2021, $CRO was burned defensively. In 2024, it’s being minted strategically. Billions are now being reinvested into Kronos to: •Make it a top 5 chain •Fund builders & world-class teams •Onboard institutional capital •Boost token utility and velocity “Not making big moves is accepting mediocrity. This is a reset.” – Kris | Crypto.com 3. 140M Users and Growing Fast: With 150M expected in Q2 and a long-term goal of 250M, @cryprocom is scaling like no one else — all while being profitable with a strong balance sheet. $1.5B revenue. $300M+ EBITDA. It’s the fastest-executing crypto business in the world. 4. U.S. Political Tailwinds Are Here: Kris | Crypto.com has been in the White House, Mar-a-Lago, and the Oval Office. The Trump-era momentum is real — and policy is shifting. Two major bills (Stablecoins & Market Structure) are already in motion. The war on crypto is over. The U.S. is going pro-crypto. And Crypto.com is at the table. 6. Institutional Capital Is Lining Up: $CRO isn’t just for retail anymore. It’s being positioned for sovereign wealth, strategic reserves, and ETF flows. ETF issuers = not natural sellers. These are demand engines. – Kris | Crypto.com 7. The Roadmap: Precision-Engineered for Domination: Kris | Crypto.com laid out a bold, multi-front expansion plan that touches every corner of finance and Web3: •U.S. Equities: TradFi meets DeFi — all in one app •Prediction Markets: Sports, politics, and more — on-chain and first-to-market •Global Transfers: Instant, near-zero fee money movement — no middlemen •DeFi + Wallet Upgrades: Powerfully simple, non-custodial, and ready for mass adoption •TradFi Integrations: Banking, brokerage, and payment layers — unified •AI Infrastructure: Future-proofing the stack for what’s coming next •Exchange Overhaul: Full UX redesign, deeper liquidity, pro-level tools “We want to be the fastest shipping company in the industry.” – Kris | Crypto.com This isn’t just a roadmap — it’s a master plan to absorb market share across every vertical 8. The Next-Gen Chain = #Cronos New leadership (Mirko) is focused solely on Attracting unicorn-tier founders, Incentivizing game-changing apps, Positioning $CRO as the native gas “We want world-class teams building billion-dollar projects on Cronos , This is the same playbook $ETH ran in 2017 and $SOL ran in 2021 — but with deeper infrastructure and funding”- Kris | Crypto.com 9. Ready, What’s Next - #Cryptocom •500+ new hires incoming •Separate P&L on each product •Every unit treated like a startup •Unified mission across Web3, DeFi, TradFi, and real-world utility “We’re building a company that thrives in any market condition.” – Kris | Crypto.com And the line that sealed it: “Hold me accountable by March 25, 2026.” – Kris | Crypto.com You can argue hype. You can argue narratives. But you can’t argue results. Crypto.com is quietly building the rails of the next financial system — and $CRO will power it. #CRO #CryptoCom #Kronos #Web3 #DeFi #ETFs #BullRun2025 #TrumpCrypto #CryptoNews #MakeCROGreatAgain #Marc
1:04

Why I’m All In on $CRO | March 25, 2026 – Remember This 🏆 Conviction isn’t built on hype — it’s built on execution, vision, and timing. After watching the AMA with Kris | Crypto.com, CEO of Crypto.com, it’s never been clearer: $CRO isn’t just positioned to win. It’s positioned to lead/take over. Here’s why I believe $CRO will be a top 5 asset/chain: 1. $CRO Enters the ETF Era: It’s official — Crypto.com is powering Truth Social’s ETF infrastructure (backed by United States President Donald J. Trump ) Custody, liquidity, and staking baskets with $CRO included.The goal? -> $CRO in every major ETF. This is how real capital enters. 2. “Make $CRO Great Again” Isn’t a Slogan — It’s a Strategy: The $CRO Mint = A Reset for Greatness In 2021, $CRO was burned defensively. In 2024, it’s being minted strategically. Billions are now being reinvested into Kronos to: •Make it a top 5 chain •Fund builders & world-class teams •Onboard institutional capital •Boost token utility and velocity “Not making big moves is accepting mediocrity. This is a reset.” – Kris | Crypto.com 3. 140M Users and Growing Fast: With 150M expected in Q2 and a long-term goal of 250M, @cryprocom is scaling like no one else — all while being profitable with a strong balance sheet. $1.5B revenue. $300M+ EBITDA. It’s the fastest-executing crypto business in the world. 4. U.S. Political Tailwinds Are Here: Kris | Crypto.com has been in the White House, Mar-a-Lago, and the Oval Office. The Trump-era momentum is real — and policy is shifting. Two major bills (Stablecoins & Market Structure) are already in motion. The war on crypto is over. The U.S. is going pro-crypto. And Crypto.com is at the table. 6. Institutional Capital Is Lining Up: $CRO isn’t just for retail anymore. It’s being positioned for sovereign wealth, strategic reserves, and ETF flows. ETF issuers = not natural sellers. These are demand engines. – Kris | Crypto.com 7. The Roadmap: Precision-Engineered for Domination: Kris | Crypto.com laid out a bold, multi-front expansion plan that touches every corner of finance and Web3: •U.S. Equities: TradFi meets DeFi — all in one app •Prediction Markets: Sports, politics, and more — on-chain and first-to-market •Global Transfers: Instant, near-zero fee money movement — no middlemen •DeFi + Wallet Upgrades: Powerfully simple, non-custodial, and ready for mass adoption •TradFi Integrations: Banking, brokerage, and payment layers — unified •AI Infrastructure: Future-proofing the stack for what’s coming next •Exchange Overhaul: Full UX redesign, deeper liquidity, pro-level tools “We want to be the fastest shipping company in the industry.” – Kris | Crypto.com This isn’t just a roadmap — it’s a master plan to absorb market share across every vertical 8. The Next-Gen Chain = #Cronos New leadership (Mirko) is focused solely on Attracting unicorn-tier founders, Incentivizing game-changing apps, Positioning $CRO as the native gas “We want world-class teams building billion-dollar projects on Cronos , This is the same playbook $ETH ran in 2017 and $SOL ran in 2021 — but with deeper infrastructure and funding”- Kris | Crypto.com 9. Ready, What’s Next - #Cryptocom •500+ new hires incoming •Separate P&L on each product •Every unit treated like a startup •Unified mission across Web3, DeFi, TradFi, and real-world utility “We’re building a company that thrives in any market condition.” – Kris | Crypto.com And the line that sealed it: “Hold me accountable by March 25, 2026.” – Kris | Crypto.com You can argue hype. You can argue narratives. But you can’t argue results. Crypto.com is quietly building the rails of the next financial system — and $CRO will power it. #CRO #CryptoCom #Kronos #Web3 #DeFi #ETFs #BullRun2025 #TrumpCrypto #CryptoNews #MakeCROGreatAgain #Marc

Crypto West

20,387 Aufrufe • vor 1 Jahr

$AMD Strategic Price Positioning Long🧵 AMD is increasingly the most hated semi stock that can rival $NVDA dominance in GPUs and software(Cuda v. ROCm). $AMD is also the most under-owned among all Funds in 2025 according to Bank of America! For what I learnt for years as an investor with Dr. Lisa Su, all analysts and market are underestimate Dr. Su leadership. $AMD is capable of raising price, making high quality hardware with software. Dr. Su or AMD choice to adopt a lower price strategy to gain market share is a deliberate and multifacets approach rooted in competitive positioning, market dynamics, and long-term growth objectives. As an investor, it may take time like CPUs and embedded to see margin improving. 1. . Penetration Pricing to Challenge Dominant Competitors AMD has historically positioned itself as a cost-effective alternative to dominant players like Intel in CPUs and Nvidia in GPUs. By setting prices lower than competitors, AMD aims to attract customers and quickly gain market share. This is a classic penetration pricing strategy, where the goal is to capture a significant portion of the market by offering high-performance products at a lower price point. ~CPU Market Example: When AMD launched its Ryzen processors in 2017, it priced them competitively compared to Intel's Core processors, emphasizing a better price-to-performance ratio. Ryzen CPUs offered higher core counts and multi-core performance at lower prices, appealing to cost-conscious consumers, gamers, and professionals. This strategy helped AMD increase its CPU market share to 16.6% by early 2025, narrowing the gap with Intel. ~GPU Market Context: In the GPU market, where Nvidia holds an 88% share compared to AMD's 12%, AMD has been criticized for not launching GPUs at low enough prices to compete effectively. However, posts on X and articles suggest AMD is shifting its GPU strategy to focus on mainstream, cost-effective products rather than high-end enthusiast segments, aiming to regain market share through competitive pricing. 2. Appealing to Cost-Conscious Market Segments AMD targets price-sensitive customers, including gamers, small businesses, and enterprises looking for high-performance computing at a lower cost. This is particularly effective in segments where performance is critical, but budgets are constrained. ~Value Proposition: AMD’s Ryzen and EPYC processors, as well as Radeon GPUs, are designed to deliver performance comparable to or better than competitors in specific workloads (e.g., multi-core processing or AI compute) at a lower price. For example, Ryzen processors have been noted for their superior multi-core performance compared to Intel CPUs at similar or lower price points, making them attractive for tasks like video editing or gaming. ~AI and Data Center: In the AI and data center markets, AMD’s cost-effective Instinct MI300X GPUs and EPYC CPUs target enterprises seeking affordable alternatives to Nvidia’s expensive AI ecosystem. This strategy taps into an underleveraged market segment that Nvidia’s broad, premium-priced AI solutions may not fully address. 3. Building Scale and Developer Support AMD’s leadership, including Jack Huynh, has emphasized the importance of scale—gaining a larger market share to attract developer support and optimize software ecosystems. A lower price strategy helps AMD achieve this by increasing adoption among consumers and enterprises. ~Gaming GPUs: By focusing on mainstream GPUs with competitive pricing (e.g., targeting an 80% addressable market rather than the high-end 10%), AMD aims to build a larger user base. This scale encourages developers to optimize games for AMD’s technologies, such as FSR 3 (FidelityFX Super Resolution) and Anti-Lag 2, improving the ecosystem and competitiveness against Nvidia’s CUDA platform. ~Open Ecosystem in AI: AMD’s open-source ROCm platform contrasts with Nvidia’s proprietary CUDA, appealing to developers who prefer flexibility. Lower-priced hardware makes it easier for developers to adopt AMD’s solutions, fostering a broader AI software ecosystem. 4. Historical Context and Brand Positioning Since its founding in 1969, AMD has positioned itself as a challenger brand, often acting as a “second source” supplier to Intel. This role required competitive pricing to gain a foothold in markets dominated by established players. Over time, AMD has built a reputation for quality and affordability, reinforced by products like the Am9080 (a reverse-engineered Intel 8080) and modern Ryzen and EPYC lines. This historical strategy of undercutting competitors’ prices while delivering comparable performance continues to define AMD’s approach. 5. Countering Competitor Dominance AMD operates in highly competitive markets where Intel and Nvidia have significant advantages in brand recognition, market share, and ecosystems. A lower price strategy is a pragmatic way to disrupt this in CPUs: ~Intel’s historical dominance in the CPU market (servers, desktops, and laptops) has been challenged by AMD’s Ryzen and EPYC processors, which offer better value. For instance, AMD’s EPYC CPUs have driven a 122% year-over-year revenue increase in the data center segment, partly due to their cost-effectiveness, helping AMD capture 94% of CPU sales at some retailers. ~Nvidia in GPUs: Nvidia’s 88% GPU market share and premium pricing (e.g., high-end GPUs like the RTX 4090) leave room for AMD to compete in the mid-to-low range. However, AMD’s failure to launch GPUs at sufficiently low prices (e.g., the RX 7900 XT at $900 instead of its current $680) has limited its success, prompting a strategic shift toward more aggressive pricing in future RDNA 4 GPUs. 6. Market Share as a Long-Term Investment AMD’s lower price strategy is not just about immediate sales but also about long-term market positioning. By capturing market share, AMD can: ~Increase Brand Loyalty: Affordable, high-performance products build customer loyalty, especially among gamers and small businesses, creating a foundation for future sales. ~Drive Revenue Growth: Market share gains in CPUs (e.g., 16.6% in 2025) and data centers (e.g., $3.5 billion in Q3 revenue) translate into higher revenue, even if margins are initially lower. ~Influence Industry Standards: Greater market presence allows AMD to influence hardware and software standards, such as pushing for open-source AI frameworks or gaming optimizations, reducing reliance on competitors’ proprietary systems. 7. Challenges and Risks While effective, AMD’s lower price strategy carries risks: ~Profitability Concerns: Lower prices can compress profit margins, and some analysts note that AMD’s high stock valuation expects future profitability that may be delayed if pricing remains aggressive. ~Perception of Quality: Persistently low prices risk positioning AMD as a “budget” brand, potentially undermining its ability to compete in premium segments. ~Competitor Response: Intel and Nvidia can counter with price cuts or superior features, as seen with Nvidia’s feature-rich GPUs. AMD must balance price with innovation to avoid being outmaneuvered. 8. Strategic Shift in GPUs Recent reports indicate AMD is adjusting its GPU strategy to prioritize market share over competing in the high-end enthusiast segment. For the upcoming Radeon RX 8000 series (RDNA 4), AMD is focusing on mainstream GPUs priced competitively to appeal to a broader audience, rather than chasing Nvidia’s high-end dominance. This shift aligns with AMD’s broader goal of achieving 40–50% market share by targeting the “80%” of the market that prioritizes affordability over premium features. Lastly, AMD’s lower price strategy is a calculated move to disrupt Intel and Nvidia’s dominance, capture market share, and build scale for long-term growth. By offering high-performance CPUs and GPUs at competitive prices, AMD appeals to cost-conscious consumers and enterprises, particularly in the CPU and AI markets, where it has seen significant gains (e.g., 16.6% CPU market share and $3.5 billion in data center revenue). Recent price increase on MI350 and MI355 and more on MI400 signaled #AI chip leadership and pricing power, which will result in significant top and bottom line growth.
5:19

$AMD Strategic Price Positioning Long🧵 AMD is increasingly the most hated semi stock that can rival $NVDA dominance in GPUs and software(Cuda v. ROCm). $AMD is also the most under-owned among all Funds in 2025 according to Bank of America! For what I learnt for years as an investor with Dr. Lisa Su, all analysts and market are underestimate Dr. Su leadership. $AMD is capable of raising price, making high quality hardware with software. Dr. Su or AMD choice to adopt a lower price strategy to gain market share is a deliberate and multifacets approach rooted in competitive positioning, market dynamics, and long-term growth objectives. As an investor, it may take time like CPUs and embedded to see margin improving. 1. . Penetration Pricing to Challenge Dominant Competitors AMD has historically positioned itself as a cost-effective alternative to dominant players like Intel in CPUs and Nvidia in GPUs. By setting prices lower than competitors, AMD aims to attract customers and quickly gain market share. This is a classic penetration pricing strategy, where the goal is to capture a significant portion of the market by offering high-performance products at a lower price point. ~CPU Market Example: When AMD launched its Ryzen processors in 2017, it priced them competitively compared to Intel's Core processors, emphasizing a better price-to-performance ratio. Ryzen CPUs offered higher core counts and multi-core performance at lower prices, appealing to cost-conscious consumers, gamers, and professionals. This strategy helped AMD increase its CPU market share to 16.6% by early 2025, narrowing the gap with Intel. ~GPU Market Context: In the GPU market, where Nvidia holds an 88% share compared to AMD's 12%, AMD has been criticized for not launching GPUs at low enough prices to compete effectively. However, posts on X and articles suggest AMD is shifting its GPU strategy to focus on mainstream, cost-effective products rather than high-end enthusiast segments, aiming to regain market share through competitive pricing. 2. Appealing to Cost-Conscious Market Segments AMD targets price-sensitive customers, including gamers, small businesses, and enterprises looking for high-performance computing at a lower cost. This is particularly effective in segments where performance is critical, but budgets are constrained. ~Value Proposition: AMD’s Ryzen and EPYC processors, as well as Radeon GPUs, are designed to deliver performance comparable to or better than competitors in specific workloads (e.g., multi-core processing or AI compute) at a lower price. For example, Ryzen processors have been noted for their superior multi-core performance compared to Intel CPUs at similar or lower price points, making them attractive for tasks like video editing or gaming. ~AI and Data Center: In the AI and data center markets, AMD’s cost-effective Instinct MI300X GPUs and EPYC CPUs target enterprises seeking affordable alternatives to Nvidia’s expensive AI ecosystem. This strategy taps into an underleveraged market segment that Nvidia’s broad, premium-priced AI solutions may not fully address. 3. Building Scale and Developer Support AMD’s leadership, including Jack Huynh, has emphasized the importance of scale—gaining a larger market share to attract developer support and optimize software ecosystems. A lower price strategy helps AMD achieve this by increasing adoption among consumers and enterprises. ~Gaming GPUs: By focusing on mainstream GPUs with competitive pricing (e.g., targeting an 80% addressable market rather than the high-end 10%), AMD aims to build a larger user base. This scale encourages developers to optimize games for AMD’s technologies, such as FSR 3 (FidelityFX Super Resolution) and Anti-Lag 2, improving the ecosystem and competitiveness against Nvidia’s CUDA platform. ~Open Ecosystem in AI: AMD’s open-source ROCm platform contrasts with Nvidia’s proprietary CUDA, appealing to developers who prefer flexibility. Lower-priced hardware makes it easier for developers to adopt AMD’s solutions, fostering a broader AI software ecosystem. 4. Historical Context and Brand Positioning Since its founding in 1969, AMD has positioned itself as a challenger brand, often acting as a “second source” supplier to Intel. This role required competitive pricing to gain a foothold in markets dominated by established players. Over time, AMD has built a reputation for quality and affordability, reinforced by products like the Am9080 (a reverse-engineered Intel 8080) and modern Ryzen and EPYC lines. This historical strategy of undercutting competitors’ prices while delivering comparable performance continues to define AMD’s approach. 5. Countering Competitor Dominance AMD operates in highly competitive markets where Intel and Nvidia have significant advantages in brand recognition, market share, and ecosystems. A lower price strategy is a pragmatic way to disrupt this in CPUs: ~Intel’s historical dominance in the CPU market (servers, desktops, and laptops) has been challenged by AMD’s Ryzen and EPYC processors, which offer better value. For instance, AMD’s EPYC CPUs have driven a 122% year-over-year revenue increase in the data center segment, partly due to their cost-effectiveness, helping AMD capture 94% of CPU sales at some retailers. ~Nvidia in GPUs: Nvidia’s 88% GPU market share and premium pricing (e.g., high-end GPUs like the RTX 4090) leave room for AMD to compete in the mid-to-low range. However, AMD’s failure to launch GPUs at sufficiently low prices (e.g., the RX 7900 XT at $900 instead of its current $680) has limited its success, prompting a strategic shift toward more aggressive pricing in future RDNA 4 GPUs. 6. Market Share as a Long-Term Investment AMD’s lower price strategy is not just about immediate sales but also about long-term market positioning. By capturing market share, AMD can: ~Increase Brand Loyalty: Affordable, high-performance products build customer loyalty, especially among gamers and small businesses, creating a foundation for future sales. ~Drive Revenue Growth: Market share gains in CPUs (e.g., 16.6% in 2025) and data centers (e.g., $3.5 billion in Q3 revenue) translate into higher revenue, even if margins are initially lower. ~Influence Industry Standards: Greater market presence allows AMD to influence hardware and software standards, such as pushing for open-source AI frameworks or gaming optimizations, reducing reliance on competitors’ proprietary systems. 7. Challenges and Risks While effective, AMD’s lower price strategy carries risks: ~Profitability Concerns: Lower prices can compress profit margins, and some analysts note that AMD’s high stock valuation expects future profitability that may be delayed if pricing remains aggressive. ~Perception of Quality: Persistently low prices risk positioning AMD as a “budget” brand, potentially undermining its ability to compete in premium segments. ~Competitor Response: Intel and Nvidia can counter with price cuts or superior features, as seen with Nvidia’s feature-rich GPUs. AMD must balance price with innovation to avoid being outmaneuvered. 8. Strategic Shift in GPUs Recent reports indicate AMD is adjusting its GPU strategy to prioritize market share over competing in the high-end enthusiast segment. For the upcoming Radeon RX 8000 series (RDNA 4), AMD is focusing on mainstream GPUs priced competitively to appeal to a broader audience, rather than chasing Nvidia’s high-end dominance. This shift aligns with AMD’s broader goal of achieving 40–50% market share by targeting the “80%” of the market that prioritizes affordability over premium features. Lastly, AMD’s lower price strategy is a calculated move to disrupt Intel and Nvidia’s dominance, capture market share, and build scale for long-term growth. By offering high-performance CPUs and GPUs at competitive prices, AMD appeals to cost-conscious consumers and enterprises, particularly in the CPU and AI markets, where it has seen significant gains (e.g., 16.6% CPU market share and $3.5 billion in data center revenue). Recent price increase on MI350 and MI355 and more on MI400 signaled #AI chip leadership and pricing power, which will result in significant top and bottom line growth.

Mike

38,006 Aufrufe • vor 10 Monaten

Have you ever heard of a #DeFi project that uses artificial intelligence (AI) with the Nobel-prized Black-Scholes-Merton model? 🤔 We've seen a lot of platforms in our career, and we're very excited to announce a partnership with a platform that stands out in the #DeFi world - meet Brightpool.Finance! The #crypto market is well known for its volatility. Brightpool.Finance leverages AI to transform this volatility into trading opportunities for users. They are using AI-calculated trading rewards and a unique price-freezing feature. As a decentralized exchange, Brightpool rewards users for trading, unlike traditional platforms that charge fees. Their AI, uses the Black-Scholes-Merton model to optimize rewards and token generation. $BRIX, their native token thrives on market volatility, much like the VIX for stocks. As volatility spikes, so does BRIX’s value, offering a shield against market uncertainties. With $BRIX, minting tokens is all about placing bids. And with a halving mechanism, the early birds 🐦 get the worm. Just like the early #Bitcoin miners, early $BRIX miners will see much better rewards. Now you’re asking what are the key advantages for users of Brightpool.Finance? Let's summarize: 1. AI-Powered Trading - their innovative approach allows limit orders with AI-calculated rewards and price-freezing for DEX tokens, making trading more efficient and potentially more profitable. 2. Rewarding Every Order - unlike traditional platforms that are charging fees for transactions, Brightpool.Finance rewards users for every trading order placed. This unique feature ensures that users are compensated for their trading activity, enhancing the trading experience. 3. Innovative Mining Mechanism - with their proof-of-bid mechanism for mining $BRIX, users have the opportunity to mine BRIX by placing bids on the platform, with a halving mechanism that rewards early adopters significantly. 4. Zero Fees for Swaps - their platform offers swaps without any fees, eliminating the need for liquidity providers. This feature not only simplifies the trading process but also ensures that traders can swap tokens efficiently without incurring additional costs. 5. AI-Enhanced Rewards - their platform's AI-driven reward system awards platform tokens for trading. This means that beyond the inherent value of trading, users also gain additional rewards, boosting their overall gains from using the platform. 6. Income Allocation for Token Buyback - a significant portion of Brightpool.Finance income, 96%, is allocated to buyback tokens. This strategy not only supports the token's value but also reassures users of the platform's commitment to maintaining a healthy ecosystem. Conclusion Brightpool.Finance is setting a new standard in the #DeFi space by offering a user-centric platform that rewards trading activity, minimizes fees, and leverages AI to enhance trading outcomes. Whether you're a trader or want to explore a decentralized world, Brightpool Finance provides a compelling array of features designed to optimize your trading experience. Remember that the sooner you start minting, the bigger the rewards, as the benefits decrease with each halving phase. Access to the platform is restricted and accessible only via this link➡️
1:47

Have you ever heard of a #DeFi project that uses artificial intelligence (AI) with the Nobel-prized Black-Scholes-Merton model? 🤔 We've seen a lot of platforms in our career, and we're very excited to announce a partnership with a platform that stands out in the #DeFi world - meet Brightpool.Finance! The #crypto market is well known for its volatility. Brightpool.Finance leverages AI to transform this volatility into trading opportunities for users. They are using AI-calculated trading rewards and a unique price-freezing feature. As a decentralized exchange, Brightpool rewards users for trading, unlike traditional platforms that charge fees. Their AI, uses the Black-Scholes-Merton model to optimize rewards and token generation. $BRIX, their native token thrives on market volatility, much like the VIX for stocks. As volatility spikes, so does BRIX’s value, offering a shield against market uncertainties. With $BRIX, minting tokens is all about placing bids. And with a halving mechanism, the early birds 🐦 get the worm. Just like the early #Bitcoin miners, early $BRIX miners will see much better rewards. Now you’re asking what are the key advantages for users of Brightpool.Finance? Let's summarize: 1. AI-Powered Trading - their innovative approach allows limit orders with AI-calculated rewards and price-freezing for DEX tokens, making trading more efficient and potentially more profitable. 2. Rewarding Every Order - unlike traditional platforms that are charging fees for transactions, Brightpool.Finance rewards users for every trading order placed. This unique feature ensures that users are compensated for their trading activity, enhancing the trading experience. 3. Innovative Mining Mechanism - with their proof-of-bid mechanism for mining $BRIX, users have the opportunity to mine BRIX by placing bids on the platform, with a halving mechanism that rewards early adopters significantly. 4. Zero Fees for Swaps - their platform offers swaps without any fees, eliminating the need for liquidity providers. This feature not only simplifies the trading process but also ensures that traders can swap tokens efficiently without incurring additional costs. 5. AI-Enhanced Rewards - their platform's AI-driven reward system awards platform tokens for trading. This means that beyond the inherent value of trading, users also gain additional rewards, boosting their overall gains from using the platform. 6. Income Allocation for Token Buyback - a significant portion of Brightpool.Finance income, 96%, is allocated to buyback tokens. This strategy not only supports the token's value but also reassures users of the platform's commitment to maintaining a healthy ecosystem. Conclusion Brightpool.Finance is setting a new standard in the #DeFi space by offering a user-centric platform that rewards trading activity, minimizes fees, and leverages AI to enhance trading outcomes. Whether you're a trader or want to explore a decentralized world, Brightpool Finance provides a compelling array of features designed to optimize your trading experience. Remember that the sooner you start minting, the bigger the rewards, as the benefits decrease with each halving phase. Access to the platform is restricted and accessible only via this link➡️

THE ₿IRB NEST

65,821 Aufrufe • vor 2 Jahren

The Ultimate "50x Investment Treasure Map" Of Metaverse Crypto My full guide to what I believe will be the easiest 20x+ in investing in the next 2 years +Exactly where I think the biggest easy wins will be (Give a like + comment, 2 will win a $2000 NT Citizen NFT) What people seem to be missing is that AI will completely change how the gaming space works. We will start seeing 3 things primarily -INFINITE games : These are games where AI can endlessly create AAA content, even with a small dev team. -MERGING of game universes : Similar to "Ready Player 1" I see thje world folding into a few BIG metaverses with the games already inside them -AI NFT assets : Right now NFTs dont really make sense because they are stuck to 1 game. In the future NFTs will have the AI modeling data cooked into them allowing ANY game to import LARGE chunks of NFTs and then AI will use the data to model the item into the game effortlessly If you combine all these together, we are going to see much bigger implications to NFTs/In game assets/digital currency as games will become more like giant blobs of many games/worlds with HUNDREDS of different teams working on them with their own AIs building their "part of the world". NFTs will also cross digital planes, giving them far more weight in gaming/metaverse status. NEXT I believe by 2035 MANY people will spend most of their time in VR and connected to AR. This means working, socializing AND gaming. The only way to transact, verify ownership and do business transactions (say paying someone to YOUR AR ad on their shirt) will be via blockchain and NFT tech. Again this will create a huge wave. FINALLY : The main course, the easy X's All the above is cool, but they are long term thesis's. The SHORT term is this The metaverse narrative is building right now. Its a matter of TIME before a game pops off on Twitch that heavily uses NFTs and gets bigger than Axie. I'm talking mainstream use. Once this happens the ENTIRE game crypto market (currently at 8 bil) will sky rocket to at least 100 but more than likely 300-500. Good coins, bad coins, all will blow past old all time highs regardless of merit and we will see a "meme coin" like mania...the pent-ultimate shit coin rally. Anyone who is prepared for this narrative early and gets in when see the makers I discuss on this video can in my opinion hit 20-50x consistently during this time. FYI...If you want the edge here, you should be in NEO Tokyo. Enjoy the vid!
42:31

The Ultimate "50x Investment Treasure Map" Of Metaverse Crypto My full guide to what I believe will be the easiest 20x+ in investing in the next 2 years +Exactly where I think the biggest easy wins will be (Give a like + comment, 2 will win a $2000 NT Citizen NFT) What people seem to be missing is that AI will completely change how the gaming space works. We will start seeing 3 things primarily -INFINITE games : These are games where AI can endlessly create AAA content, even with a small dev team. -MERGING of game universes : Similar to "Ready Player 1" I see thje world folding into a few BIG metaverses with the games already inside them -AI NFT assets : Right now NFTs dont really make sense because they are stuck to 1 game. In the future NFTs will have the AI modeling data cooked into them allowing ANY game to import LARGE chunks of NFTs and then AI will use the data to model the item into the game effortlessly If you combine all these together, we are going to see much bigger implications to NFTs/In game assets/digital currency as games will become more like giant blobs of many games/worlds with HUNDREDS of different teams working on them with their own AIs building their "part of the world". NFTs will also cross digital planes, giving them far more weight in gaming/metaverse status. NEXT I believe by 2035 MANY people will spend most of their time in VR and connected to AR. This means working, socializing AND gaming. The only way to transact, verify ownership and do business transactions (say paying someone to YOUR AR ad on their shirt) will be via blockchain and NFT tech. Again this will create a huge wave. FINALLY : The main course, the easy X's All the above is cool, but they are long term thesis's. The SHORT term is this The metaverse narrative is building right now. Its a matter of TIME before a game pops off on Twitch that heavily uses NFTs and gets bigger than Axie. I'm talking mainstream use. Once this happens the ENTIRE game crypto market (currently at 8 bil) will sky rocket to at least 100 but more than likely 300-500. Good coins, bad coins, all will blow past old all time highs regardless of merit and we will see a "meme coin" like mania...the pent-ultimate shit coin rally. Anyone who is prepared for this narrative early and gets in when see the makers I discuss on this video can in my opinion hit 20-50x consistently during this time. FYI...If you want the edge here, you should be in NEO Tokyo. Enjoy the vid!

Alex Becker 🍊🏆🥇

505,729 Aufrufe • vor 3 Jahren

A new DeFi era needs a return to fundamental primitives. Announcing Soul Public Sale! DeFi is entering a new era, led by protocols that bring real innovation, but to live up to its full potential, it needs to re-embrace its founding ethos with broad distribution and fair allocation. Soul is part of this: a 0-to-1 DeFi primitive that reimagines and unites crypto lending, built to unlock a new category of opportunities for users and enabling new DeFi economies led by increased efficiency and new on-chain dynamics. The launch of our Testnet has been a significant initial milestone in our journey, and we are beyond grateful to see such a warm welcome from our early community members! With this being just the first step of a long path ahead, we are excited to announce another significant milestone we are gearing up towards. Introducing the $SO Token Fair Public Round on May 16th! As a fully decentralized protocol, our goal is not to lead a community, but to lead together with the community! We are big believers that a united goal to create a change in the world will bring the strongest foundations for long-term success. We are excited to share with you that Soul successfully raised $4M in a private round from valuable partners such as X Ventures, TPCº, and Runtime Vеrification alongside angels from Coinbase 🛡️, LayerZero, Flowdesk, and . This was an important step to support the early development of the protocol and bring the initial vision to life. However, we believe that the true value of Soul should be established transparently, through broad community participation, rather than being set by private market dynamics. To support this, we are introducing the Fair Public Round for the $SO Token. A process designed to ensure equal access, fair valuation, and eliminate preferential terms for early participants. // The problem Over the past few years, a familiar pattern has emerged across the crypto sector. Projects often raise substantial capital through private rounds, securing early valuations and preferential terms for a limited group of participants. When a public round is eventually offered, it typically comes at a significantly higher valuation, offering fewer opportunities and limited upside for retail investors. This approach creates a fundamental imbalance, restricting participation and disconnecting value creation from important groups who also contribute to a project's success: users, supporters, and builders. At Soul, we believe there is a better model, one that aligns incentives from the beginning and builds stronger foundations for long-term growth. By giving the community the opportunity to participate early and on fair terms, we enable those who contribute to Soul’s success to directly benefit from the value they help create. // A new ICO era emerges An era in which initial valuations are not decided around a table of early private participants, but by the open and public participation itself. In 2017–2018, we witnessed one of the most dynamic periods in crypto history: the ICO era. A time when anyone, anywhere in the world, could participate meaningfully in the early growth of projects they believed in. Access was open, participation was broad, and innovation was funded directly by the community. Over time, however, that spirit of openness faded. The rise of private rounds and exclusive allocations shifted the landscape toward more traditional fundraising models, limiting access and weakening the connection between projects and their communities. We believe it's time to restore that original spirit, to rebuild a model where openness, fairness, and community participation are at the core of crypto startup innovation. // Pushing for an ICO 2.0 Era At Soul, we are committed to building a foundation that prioritizes fair participation and long-term alignment. 25% of the total token supply will be allocated to the community through this Public Round, establishing the basis for strong, decentralized governance as the protocol launches. Soul’s valuation will be determined upon the conclusion of the Public Sale, based solely on the capital raised during the round. We are equally committed to avoiding the common pitfalls of low circulating supply and artificially high FDV. All tokens offered in the public round will be fully unlocked at TGE, allowing for a transparent, market-driven valuation from the outset. // $SO Utility The $SO token is an essential component of the Soul Protocol, designed to drive governance, gauge voting, yield boosting, and value sharing. Rather than existing as a speculative asset, $SO is structured to reward participation, align incentives across stakeholders, and strengthen long-term protocol sustainability. Its utility is directly tied to protocol adoption and engagement, ensuring that value creation flows to those who contribute meaningfully to the protocol. Soul rejects short-term incentive models such as liquidity mining, which often generate unsustainable growth. Instead, prioritizes product-driven revenue and long-term value accrual, distributing rewards to $SO stakers and active participants in proportion to their contributions. Governance & Emissions Control $SO is the governance token of the Soul Protocol, enabling holders to participate in critical decision-making processes. Through governance proposals and emission gauge voting, $SO holders directly influence the allocation of incentives across Soul’s integrated Money Markets, ensuring that ecosystem growth is aligned with stakeholder interests. Boosted Yields Through Staking Staking $SO enhances users' lending positions by granting access to additional yield opportunities on top of base APYs. This mechanism directly links token utility to core protocol activity, ensuring that demand for $SO is driven by real usage rather than speculative behavior. Revenue Sharing & Buyback Mechanism The protocol’s fee switch will direct a portion of collected revenue to purchase $SO tokens from the open market, which will then be redistributed to stakers through emissions and reward mechanisms. This model will directly link protocol revenue to tokenholder rewards, ensuring that $SO ownership is economically tied to the protocol’s activity and long-term growth. For full details on tokenomics, please visit our dedicated page:
1:06

A new DeFi era needs a return to fundamental primitives. Announcing Soul Public Sale! DeFi is entering a new era, led by protocols that bring real innovation, but to live up to its full potential, it needs to re-embrace its founding ethos with broad distribution and fair allocation. Soul is part of this: a 0-to-1 DeFi primitive that reimagines and unites crypto lending, built to unlock a new category of opportunities for users and enabling new DeFi economies led by increased efficiency and new on-chain dynamics. The launch of our Testnet has been a significant initial milestone in our journey, and we are beyond grateful to see such a warm welcome from our early community members! With this being just the first step of a long path ahead, we are excited to announce another significant milestone we are gearing up towards. Introducing the $SO Token Fair Public Round on May 16th! As a fully decentralized protocol, our goal is not to lead a community, but to lead together with the community! We are big believers that a united goal to create a change in the world will bring the strongest foundations for long-term success. We are excited to share with you that Soul successfully raised $4M in a private round from valuable partners such as X Ventures, TPCº, and Runtime Vеrification alongside angels from Coinbase 🛡️, LayerZero, Flowdesk, and . This was an important step to support the early development of the protocol and bring the initial vision to life. However, we believe that the true value of Soul should be established transparently, through broad community participation, rather than being set by private market dynamics. To support this, we are introducing the Fair Public Round for the $SO Token. A process designed to ensure equal access, fair valuation, and eliminate preferential terms for early participants. // The problem Over the past few years, a familiar pattern has emerged across the crypto sector. Projects often raise substantial capital through private rounds, securing early valuations and preferential terms for a limited group of participants. When a public round is eventually offered, it typically comes at a significantly higher valuation, offering fewer opportunities and limited upside for retail investors. This approach creates a fundamental imbalance, restricting participation and disconnecting value creation from important groups who also contribute to a project's success: users, supporters, and builders. At Soul, we believe there is a better model, one that aligns incentives from the beginning and builds stronger foundations for long-term growth. By giving the community the opportunity to participate early and on fair terms, we enable those who contribute to Soul’s success to directly benefit from the value they help create. // A new ICO era emerges An era in which initial valuations are not decided around a table of early private participants, but by the open and public participation itself. In 2017–2018, we witnessed one of the most dynamic periods in crypto history: the ICO era. A time when anyone, anywhere in the world, could participate meaningfully in the early growth of projects they believed in. Access was open, participation was broad, and innovation was funded directly by the community. Over time, however, that spirit of openness faded. The rise of private rounds and exclusive allocations shifted the landscape toward more traditional fundraising models, limiting access and weakening the connection between projects and their communities. We believe it's time to restore that original spirit, to rebuild a model where openness, fairness, and community participation are at the core of crypto startup innovation. // Pushing for an ICO 2.0 Era At Soul, we are committed to building a foundation that prioritizes fair participation and long-term alignment. 25% of the total token supply will be allocated to the community through this Public Round, establishing the basis for strong, decentralized governance as the protocol launches. Soul’s valuation will be determined upon the conclusion of the Public Sale, based solely on the capital raised during the round. We are equally committed to avoiding the common pitfalls of low circulating supply and artificially high FDV. All tokens offered in the public round will be fully unlocked at TGE, allowing for a transparent, market-driven valuation from the outset. // $SO Utility The $SO token is an essential component of the Soul Protocol, designed to drive governance, gauge voting, yield boosting, and value sharing. Rather than existing as a speculative asset, $SO is structured to reward participation, align incentives across stakeholders, and strengthen long-term protocol sustainability. Its utility is directly tied to protocol adoption and engagement, ensuring that value creation flows to those who contribute meaningfully to the protocol. Soul rejects short-term incentive models such as liquidity mining, which often generate unsustainable growth. Instead, prioritizes product-driven revenue and long-term value accrual, distributing rewards to $SO stakers and active participants in proportion to their contributions. Governance & Emissions Control $SO is the governance token of the Soul Protocol, enabling holders to participate in critical decision-making processes. Through governance proposals and emission gauge voting, $SO holders directly influence the allocation of incentives across Soul’s integrated Money Markets, ensuring that ecosystem growth is aligned with stakeholder interests. Boosted Yields Through Staking Staking $SO enhances users' lending positions by granting access to additional yield opportunities on top of base APYs. This mechanism directly links token utility to core protocol activity, ensuring that demand for $SO is driven by real usage rather than speculative behavior. Revenue Sharing & Buyback Mechanism The protocol’s fee switch will direct a portion of collected revenue to purchase $SO tokens from the open market, which will then be redistributed to stakers through emissions and reward mechanisms. This model will directly link protocol revenue to tokenholder rewards, ensuring that $SO ownership is economically tied to the protocol’s activity and long-term growth. For full details on tokenomics, please visit our dedicated page:

Soul Labs

289,506 Aufrufe • vor 1 Jahr

🚀 Three Next-Gen AI & Web3 Projects Are Launching on Mindo AI A new chapter for community-powered intelligence, prediction markets, and open AI infrastructure The AI + Web3 landscape is entering a decisive phase — one where real usage, real revenue, and real ownership matter more than hype. Today, MindoAI is proud to welcome three groundbreaking projects that represent this shift clearly and powerfully: Perceptron Network Space DeepNode AI Each project tackles a different bottleneck in the AI economy — data, forecasting, and infrastructure — but they all share the same vision: decentralization, community ownership, and sustainable value creation. Let’s take a deeper look 👇 🧠 Perceptron Network The world’s first community-powered AI data engine Perceptron Network is redefining how AI data is sourced, validated, and delivered. Instead of relying on expensive, closed, and slow legacy data providers, Perceptron unlocks community-powered data pipelines that are: Faster Cheaper Revenue-generating from day one This isn’t experimental AI infrastructure — Perceptron already serves real clients with real revenue, proving that decentralized data engines can outperform traditional incumbents. Why Perceptron matters: AI models are only as good as their data Centralized data monopolies slow innovation Communities can produce higher-quality data at scale By aligning contributors, validators, and clients through incentives, Perceptron turns unused human and network potential into a living data engine for AI. Launching on Mindo AI gives Perceptron access to a broader AI-native community — accelerating adoption, partnerships, and ecosystem growth. 🌌 intodotspace The first 10× leveraged prediction market on Solana intodotspace is pushing the boundaries of on-chain prediction markets. Built by the $1.5B UFO team, this platform introduces: 10× leveraged predictions Ultra-fast execution on Solana Deep liquidity and composable market design The market’s confidence is already clear — the project completed a record-breaking raise that was oversubscribed by 1,360%. What makes intodotspace different: Leverage amplifies conviction, not noise On-chain transparency replaces opaque odds Markets become real-time intelligence engines Prediction markets are often called “truth machines.” intodotspace upgrades them into high-signal, high-efficiency forecasting layers — useful for traders, protocols, DAOs, and even AI systems that need probabilistic insights. Launching on positions intodotspace at the intersection of AI-driven decision-making and on-chain market intelligence. 🌐 DeepNode AI Infrastructure for open intelligence DeepNode AI is tackling one of the biggest problems in modern AI: centralized ownership. Today, AI is dominated by a handful of corporations. DeepNode flips that model by building open intelligence infrastructure where: Anyone can deploy AI models Builders earn directly from usage Intelligence is co-owned, not extracted Backed by leading validators, miners, and ecosystem builders, DeepNode transforms AI from a closed monopoly into a shared utility. DeepNode’s core philosophy: “Own what you build — or someone else will.” This is more than infrastructure. It’s an economic redesign of AI itself: Builders keep ownership Contributors share upside Networks replace platforms Launching on connects DeepNode to creators, researchers, and communities who believe intelligence should belong to everyone — not just Big Tech. 🤝 Why This Matters for With the launch of Perceptron Network, intodotspace, and DeepNode AI, #MindoAI is rapidly becoming: A hub for AI-native Web3 innovation A launchpad for real, revenue-backed projects A meeting point for data, markets, and intelligence infrastructure These three projects don’t compete — they complement each other: Perceptron supplies data intodotspace produces market intelligence DeepNode powers open AI execution Together, they form the backbone of a decentralized intelligence economy. 🔥 The future of AI is open, composable, and community-owned — and it’s launching now on Which of these projects are you most excited about? And how do you see decentralized intelligence reshaping the next AI cycle? 👇 Share your thoughts and join the conversation.
0:38

🚀 Three Next-Gen AI & Web3 Projects Are Launching on Mindo AI A new chapter for community-powered intelligence, prediction markets, and open AI infrastructure The AI + Web3 landscape is entering a decisive phase — one where real usage, real revenue, and real ownership matter more than hype. Today, MindoAI is proud to welcome three groundbreaking projects that represent this shift clearly and powerfully: Perceptron Network Space DeepNode AI Each project tackles a different bottleneck in the AI economy — data, forecasting, and infrastructure — but they all share the same vision: decentralization, community ownership, and sustainable value creation. Let’s take a deeper look 👇 🧠 Perceptron Network The world’s first community-powered AI data engine Perceptron Network is redefining how AI data is sourced, validated, and delivered. Instead of relying on expensive, closed, and slow legacy data providers, Perceptron unlocks community-powered data pipelines that are: Faster Cheaper Revenue-generating from day one This isn’t experimental AI infrastructure — Perceptron already serves real clients with real revenue, proving that decentralized data engines can outperform traditional incumbents. Why Perceptron matters: AI models are only as good as their data Centralized data monopolies slow innovation Communities can produce higher-quality data at scale By aligning contributors, validators, and clients through incentives, Perceptron turns unused human and network potential into a living data engine for AI. Launching on Mindo AI gives Perceptron access to a broader AI-native community — accelerating adoption, partnerships, and ecosystem growth. 🌌 intodotspace The first 10× leveraged prediction market on Solana intodotspace is pushing the boundaries of on-chain prediction markets. Built by the $1.5B UFO team, this platform introduces: 10× leveraged predictions Ultra-fast execution on Solana Deep liquidity and composable market design The market’s confidence is already clear — the project completed a record-breaking raise that was oversubscribed by 1,360%. What makes intodotspace different: Leverage amplifies conviction, not noise On-chain transparency replaces opaque odds Markets become real-time intelligence engines Prediction markets are often called “truth machines.” intodotspace upgrades them into high-signal, high-efficiency forecasting layers — useful for traders, protocols, DAOs, and even AI systems that need probabilistic insights. Launching on positions intodotspace at the intersection of AI-driven decision-making and on-chain market intelligence. 🌐 DeepNode AI Infrastructure for open intelligence DeepNode AI is tackling one of the biggest problems in modern AI: centralized ownership. Today, AI is dominated by a handful of corporations. DeepNode flips that model by building open intelligence infrastructure where: Anyone can deploy AI models Builders earn directly from usage Intelligence is co-owned, not extracted Backed by leading validators, miners, and ecosystem builders, DeepNode transforms AI from a closed monopoly into a shared utility. DeepNode’s core philosophy: “Own what you build — or someone else will.” This is more than infrastructure. It’s an economic redesign of AI itself: Builders keep ownership Contributors share upside Networks replace platforms Launching on connects DeepNode to creators, researchers, and communities who believe intelligence should belong to everyone — not just Big Tech. 🤝 Why This Matters for With the launch of Perceptron Network, intodotspace, and DeepNode AI, #MindoAI is rapidly becoming: A hub for AI-native Web3 innovation A launchpad for real, revenue-backed projects A meeting point for data, markets, and intelligence infrastructure These three projects don’t compete — they complement each other: Perceptron supplies data intodotspace produces market intelligence DeepNode powers open AI execution Together, they form the backbone of a decentralized intelligence economy. 🔥 The future of AI is open, composable, and community-owned — and it’s launching now on Which of these projects are you most excited about? And how do you see decentralized intelligence reshaping the next AI cycle? 👇 Share your thoughts and join the conversation.

Hồng Ngọc | Ruby💎

12,837 Aufrufe • vor 5 Monaten

📢 EstateX Building the ESX Blockchain: Creating the Binance of Tokenization The next big thing is here! EstateX is once again pioneering a revolutionary development that will redefine the potential of our company—and, more importantly, the $ESX token itself. Let’s dive in. No Changes to Launch Date Rest assured, this exciting new feature will not affect our anticipated launch date. We remain committed to launching in 2024, with an unwavering focus on delivering maximum value and stability to our investors. EstateX continues to lead as one of the highest-staked ICOs in the market, thanks to our loyal community and investors. Introducing the EstateX L1 Blockchain EstateX is thrilled to announce our very own L1 blockchain—designed with unique features to power a fully-fledged ecosystem focused on tokenization. Our vision is to make EstateX the Binance of tokenization, where asset owners and projects can not only create tokens but leverage EstateX’s vast infrastructure, raise funds through our community and institutional network, make use of our legal framework and receive marketing & branding support. In this video, you’ll hear directly from myself and our CTO, Graham, as we break down the technical details and show you how this move strengthens the entire EstateX ecosystem. Migration to the $ESX Chain Once live on the mainnet in 2025, the $ESX tokens will transition to our blockchain, becoming the chain’s native currency. While this blockchain is a key milestone, our commitment remains to the EstateX investment platform, which is integral to our broader vision and future success. It’s an essential part in our Binance of Tokenization strategy where on the one hand you have our blockchain, and on the other hand our investment platform to raise funds and make use of our legal framework and tech. A Unique Blockchain for Real-World Assets (RWA) EstateX is creating a one-of-a-kind RWA chain tailored to various asset classes, providing unparalleled opportunities for asset owners and investors. Projects will benefit from a comprehensive support package, including 24/7 legal support in the US and EU, access to both retail and institutional investors, marketing support, liquidity networks, and customizable whitelabel investment and management software. This robust support and infrastructure will solidify EstateX as the top destination for tokenization, all while delivering immense value for $ESX holders. Leading the RWA Space with Cutting-Edge Architecture EstateX’s polychain architecture will support multi-asset tokenization, global decentralization, and legal compliance across regions. By building parallel L1 chains alongside an L0 global settlement chain, we aim to create an ecosystem with fast transaction times and interoperability across product classes. Our multi-stage deployment will enable us to support dedicated L1 chains for specific markets, and later, a unifying L0 settlement chain for seamless cross-chain integration. All EstateX chains will utilize Proof-of-Stake consensus, EVM compatibility, and $ESX as the native currency. Streamlined Onboarding and White-Label Solutions Our design prioritizes fast, frictionless onboarding for third-party RWA providers. Through white-label integrations, EstateX will help market participants bypass technical and regulatory barriers. This will expand market opportunities by cutting costs, easing compliance, and offering solutions like on-chain KYC/KYB verification, payment gateways, exchange services, and proof-of-custody options. EstateX remains committed to transparency and accountability, with cryptographic solutions to ensure secure, trustless interactions. In addition, we’re developing RWA-specific token standards and maintaining open-source contributions to foster cross-market innovation. Onboarding Massive Partnerships for Massive Growth We are already onboarding major partners to our blockchain, offering them a blend of platform offerings and white-label solutions designed for scalability. Through these partnerships, EstateX will host large volumes of tokenized assets, benefiting from the secondary marketplaces and legal frameworks we provide. This high activity will drive substantial volume on the ESX chain, fueling demand and utility for the ESX token as we scale our infrastructure and only with delivering whitelabel technology. We are thrilled to announce that one of our first major onboarded partners will be revealed within the next two weeks. Stay tuned, as we are also in talks with high-profile sectors, including sports teams and other exciting industries. EstateX is set to lead the RWA landscape, establishing an ecosystem that is ready for the next phase of blockchain innovation. Thank you for being part of this journey!
9:45

📢 EstateX Building the ESX Blockchain: Creating the Binance of Tokenization The next big thing is here! EstateX is once again pioneering a revolutionary development that will redefine the potential of our company—and, more importantly, the $ESX token itself. Let’s dive in. No Changes to Launch Date Rest assured, this exciting new feature will not affect our anticipated launch date. We remain committed to launching in 2024, with an unwavering focus on delivering maximum value and stability to our investors. EstateX continues to lead as one of the highest-staked ICOs in the market, thanks to our loyal community and investors. Introducing the EstateX L1 Blockchain EstateX is thrilled to announce our very own L1 blockchain—designed with unique features to power a fully-fledged ecosystem focused on tokenization. Our vision is to make EstateX the Binance of tokenization, where asset owners and projects can not only create tokens but leverage EstateX’s vast infrastructure, raise funds through our community and institutional network, make use of our legal framework and receive marketing & branding support. In this video, you’ll hear directly from myself and our CTO, Graham, as we break down the technical details and show you how this move strengthens the entire EstateX ecosystem. Migration to the $ESX Chain Once live on the mainnet in 2025, the $ESX tokens will transition to our blockchain, becoming the chain’s native currency. While this blockchain is a key milestone, our commitment remains to the EstateX investment platform, which is integral to our broader vision and future success. It’s an essential part in our Binance of Tokenization strategy where on the one hand you have our blockchain, and on the other hand our investment platform to raise funds and make use of our legal framework and tech. A Unique Blockchain for Real-World Assets (RWA) EstateX is creating a one-of-a-kind RWA chain tailored to various asset classes, providing unparalleled opportunities for asset owners and investors. Projects will benefit from a comprehensive support package, including 24/7 legal support in the US and EU, access to both retail and institutional investors, marketing support, liquidity networks, and customizable whitelabel investment and management software. This robust support and infrastructure will solidify EstateX as the top destination for tokenization, all while delivering immense value for $ESX holders. Leading the RWA Space with Cutting-Edge Architecture EstateX’s polychain architecture will support multi-asset tokenization, global decentralization, and legal compliance across regions. By building parallel L1 chains alongside an L0 global settlement chain, we aim to create an ecosystem with fast transaction times and interoperability across product classes. Our multi-stage deployment will enable us to support dedicated L1 chains for specific markets, and later, a unifying L0 settlement chain for seamless cross-chain integration. All EstateX chains will utilize Proof-of-Stake consensus, EVM compatibility, and $ESX as the native currency. Streamlined Onboarding and White-Label Solutions Our design prioritizes fast, frictionless onboarding for third-party RWA providers. Through white-label integrations, EstateX will help market participants bypass technical and regulatory barriers. This will expand market opportunities by cutting costs, easing compliance, and offering solutions like on-chain KYC/KYB verification, payment gateways, exchange services, and proof-of-custody options. EstateX remains committed to transparency and accountability, with cryptographic solutions to ensure secure, trustless interactions. In addition, we’re developing RWA-specific token standards and maintaining open-source contributions to foster cross-market innovation. Onboarding Massive Partnerships for Massive Growth We are already onboarding major partners to our blockchain, offering them a blend of platform offerings and white-label solutions designed for scalability. Through these partnerships, EstateX will host large volumes of tokenized assets, benefiting from the secondary marketplaces and legal frameworks we provide. This high activity will drive substantial volume on the ESX chain, fueling demand and utility for the ESX token as we scale our infrastructure and only with delivering whitelabel technology. We are thrilled to announce that one of our first major onboarded partners will be revealed within the next two weeks. Stay tuned, as we are also in talks with high-profile sectors, including sports teams and other exciting industries. EstateX is set to lead the RWA landscape, establishing an ecosystem that is ready for the next phase of blockchain innovation. Thank you for being part of this journey!

EstateX

120,443 Aufrufe • vor 1 Jahr

🚨 EXCLUSIVE INTERVIEW: “ETH TO $60K, BITCOIN TO $1M, AND STABLECOINS WILL FUND THE U.S. GOVERNMENT” He called Bitcoin at $25K in 2017 – and was laughed at. Fundstrat’s Tom Lee is one of the most followed macro minds in crypto, with deep ties to Wall Street, CNBC, and the largest players in finance. He says the new financial system is already being built – and crypto will anchor it. Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t guessing. He was JPMorgan’s Chief Equity Strategist. He’s advised global funds, predicted market cycles, and published one of the earliest institutional theses on Bitcoin in 2017. In this interview, we discuss Crypto’s future, explain why billions are flowing into Digital Asset Treasuries’, and how AI, sovereigns, and Wall Street will drive the next bull run The herd isn’t coming. The herd is here. 01:09 – Why Tom left JPMorgan to publish the Bitcoin thesis 03:45 – Bitcoin to $25K: clients canceled, Wall Street mocked 05:22 – The 4-year cycle: broken or reflexive? 08:48 – Will sovereign buyers put a floor under BTC? 12:11 – The new story arc: AI, institutions, and crypto convergence 14:00 – “Crypto is already UBI.” The forgotten benefit of early adoption 20:01 – How stablecoins will fund U.S. treasuries – permanently 23:47 – ETH’s underperformance and what changed in 2024 25:36 – Ethereum, AI agents & the rise of authenticated instructions 27:43 – “ETH has been dead for 5 years, but it’s not dead tech” 28:46 – ETH vs TON vs Tether: who wins the stablecoin war? 32:53 – Gaming, Pudgy Penguins, and crypto’s IP revolution 34:29 – What are Digital Asset Treasuries? Why they matter 37:10 – BitMNR: how ETH/share went from $4 to $23 in weeks 42:00 – Why BitMNR avoided convertibles – and outperformed 46:29 – ETH down, but ETH/share up – thanks to treasury velocity 53:48 – Price targets: BTC $200K, ETH $60K, and the path to $1M 55:15 – “ETH has a 50% chance of flipping Bitcoin” 56:24 – RWAs and tokenizing the real world – how we hit $100T 58:35 – “Crypto is democratized wealth. Anyone can join.” 59:02 – One chain to rule them all? Or multichain future? 01:00:45 – “Hard work is 2%. Luck is 98%.” 01:01:40 – Why crypto treasuries may become Wall Street’s new hedge This episode is sponsored by BTQ. BTQ is driving the future of post-quantum solutions, delivering a neutral-atom quantum computing platform and quantum-safe security. Backed by a broad patent portfolio and the first commercially significant quantum advantage, BTQ serves finance, telecom, logistics, and defense. (Cboe CA: BTQ | FSE: NG3 | OTCQX: BTQQF) Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.
1:01:44

🚨 EXCLUSIVE INTERVIEW: “ETH TO $60K, BITCOIN TO $1M, AND STABLECOINS WILL FUND THE U.S. GOVERNMENT” He called Bitcoin at $25K in 2017 – and was laughed at. Fundstrat’s Tom Lee is one of the most followed macro minds in crypto, with deep ties to Wall Street, CNBC, and the largest players in finance. He says the new financial system is already being built – and crypto will anchor it. Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t guessing. He was JPMorgan’s Chief Equity Strategist. He’s advised global funds, predicted market cycles, and published one of the earliest institutional theses on Bitcoin in 2017. In this interview, we discuss Crypto’s future, explain why billions are flowing into Digital Asset Treasuries’, and how AI, sovereigns, and Wall Street will drive the next bull run The herd isn’t coming. The herd is here. 01:09 – Why Tom left JPMorgan to publish the Bitcoin thesis 03:45 – Bitcoin to $25K: clients canceled, Wall Street mocked 05:22 – The 4-year cycle: broken or reflexive? 08:48 – Will sovereign buyers put a floor under BTC? 12:11 – The new story arc: AI, institutions, and crypto convergence 14:00 – “Crypto is already UBI.” The forgotten benefit of early adoption 20:01 – How stablecoins will fund U.S. treasuries – permanently 23:47 – ETH’s underperformance and what changed in 2024 25:36 – Ethereum, AI agents & the rise of authenticated instructions 27:43 – “ETH has been dead for 5 years, but it’s not dead tech” 28:46 – ETH vs TON vs Tether: who wins the stablecoin war? 32:53 – Gaming, Pudgy Penguins, and crypto’s IP revolution 34:29 – What are Digital Asset Treasuries? Why they matter 37:10 – BitMNR: how ETH/share went from $4 to $23 in weeks 42:00 – Why BitMNR avoided convertibles – and outperformed 46:29 – ETH down, but ETH/share up – thanks to treasury velocity 53:48 – Price targets: BTC $200K, ETH $60K, and the path to $1M 55:15 – “ETH has a 50% chance of flipping Bitcoin” 56:24 – RWAs and tokenizing the real world – how we hit $100T 58:35 – “Crypto is democratized wealth. Anyone can join.” 59:02 – One chain to rule them all? Or multichain future? 01:00:45 – “Hard work is 2%. Luck is 98%.” 01:01:40 – Why crypto treasuries may become Wall Street’s new hedge This episode is sponsored by BTQ. BTQ is driving the future of post-quantum solutions, delivering a neutral-atom quantum computing platform and quantum-safe security. Backed by a broad patent portfolio and the first commercially significant quantum advantage, BTQ serves finance, telecom, logistics, and defense. (Cboe CA: BTQ | FSE: NG3 | OTCQX: BTQQF) Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.

Mario Nawfal

1,944,207 Aufrufe • vor 11 Monaten

#HappyDiwali Crypto Fam! Here are my TOP 10 picks for this Diwali: 👇 ( FREE $500 INSIDE ) 1️⃣ Bitcoin ( $BTC) Bitcoin remains the front-runner, and for good reason. With a proven track record, it's more than just the first crypto; it’s digital gold. And with a hard cap of 21 million BTC, the scarcity factor is huge. With hash rates soaring and forecasts hitting $90K by year-end, BTC remains the go-to anchor for crypto portfolios. 2️⃣ TRON DAO ( $TRX ) TRON is bringing decentralized applications (dApps) into the mainstream. With recent partnerships and growing adoption in DeFi & now a hub for memecoin creation, TRX is positioned for significant traction. If you're looking for a crypto with a strong user base and robust network, Tron is worth your attention 3️⃣ Aptos ( $APT) Aptos is built for scalability. Even though it’s faced market challenges, Aptos has a solid foundation and a loyal community. The team is dedicated to continuous development, and many believe it’s on the verge of a strong comeback, especially if the alt season trend picks up momentum. 4️⃣ Sui ( $SUI) Sui’s architecture is purpose-built for high throughput—ideal for gaming and apps that need low latency. It's one of those projects with a clear use case that aligns with real-world demand. As gaming on blockchain gains traction, Sui could be an early leader. 5️⃣ TON Coin ( $TON ) The Telegram connection gives Toncoin a serious advantage: instant access to Telegram’s massive user base. This integration could turn Ton into a favourite for easy, fast crypto transactions. Major investors are eyeing it, making it one of the more intriguing assets this season. 6️⃣ THORChain ( $RUNE ) One of the most exciting aspects of crypto today is the idea of interoperability, and that’s where THORChain comes in. RUNE powers a system where you can swap assets across different chains directly—no need for a centralized exchange. With DeFi picking up steam, THORChain is well-positioned to be a leader in cross-chain liquidity. 7️⃣ Propy ( $PRO ) Propy is making real estate transactions seamless with blockchain tech. It’s bringing transparency and efficiency to an industry ripe for disruption. For those who believe in real-world applications of blockchain, Propy has solid fundamentals and a clear growth path. 8️⃣ QORPO WORLD ( $QORPO ) As blockchain gaming grows, QORPO World is creating something that gamers have been waiting for—a unified platform that integrates gaming, NFTs, and esports in a single ecosystem. Whether you’re there for the games, the tokens, or the community, QORPO World has something different to offer— that’s why it’s worth paying attention to. 9️⃣ MANTRA | The EVM L1 for RWAs ( $OM ) MANTRA offers DeFi that’s simple, accessible, and community-governed. OM holders get a direct say in decisions, from staking options to project development. Recent price rebounds and a community-first model make it one of the most appealing DeFi projects right now. 🔟 Liberland Dollar ( $LLD ) The Liberland Dollar is the official currency of Liberland, a micronation built on libertarian values. This one’s a bold play, driven by a unique community vision. It’s a niche asset, but if you’re interested in freedom-oriented projects, LLD is a compelling option. Check the comments for the $500 Giveaway! Make sure to follow me Evan Luthra for more such content!
0:30

#HappyDiwali Crypto Fam! Here are my TOP 10 picks for this Diwali: 👇 ( FREE $500 INSIDE ) 1️⃣ Bitcoin ( $BTC) Bitcoin remains the front-runner, and for good reason. With a proven track record, it's more than just the first crypto; it’s digital gold. And with a hard cap of 21 million BTC, the scarcity factor is huge. With hash rates soaring and forecasts hitting $90K by year-end, BTC remains the go-to anchor for crypto portfolios. 2️⃣ TRON DAO ( $TRX ) TRON is bringing decentralized applications (dApps) into the mainstream. With recent partnerships and growing adoption in DeFi & now a hub for memecoin creation, TRX is positioned for significant traction. If you're looking for a crypto with a strong user base and robust network, Tron is worth your attention 3️⃣ Aptos ( $APT) Aptos is built for scalability. Even though it’s faced market challenges, Aptos has a solid foundation and a loyal community. The team is dedicated to continuous development, and many believe it’s on the verge of a strong comeback, especially if the alt season trend picks up momentum. 4️⃣ Sui ( $SUI) Sui’s architecture is purpose-built for high throughput—ideal for gaming and apps that need low latency. It's one of those projects with a clear use case that aligns with real-world demand. As gaming on blockchain gains traction, Sui could be an early leader. 5️⃣ TON Coin ( $TON ) The Telegram connection gives Toncoin a serious advantage: instant access to Telegram’s massive user base. This integration could turn Ton into a favourite for easy, fast crypto transactions. Major investors are eyeing it, making it one of the more intriguing assets this season. 6️⃣ THORChain ( $RUNE ) One of the most exciting aspects of crypto today is the idea of interoperability, and that’s where THORChain comes in. RUNE powers a system where you can swap assets across different chains directly—no need for a centralized exchange. With DeFi picking up steam, THORChain is well-positioned to be a leader in cross-chain liquidity. 7️⃣ Propy ( $PRO ) Propy is making real estate transactions seamless with blockchain tech. It’s bringing transparency and efficiency to an industry ripe for disruption. For those who believe in real-world applications of blockchain, Propy has solid fundamentals and a clear growth path. 8️⃣ QORPO WORLD ( $QORPO ) As blockchain gaming grows, QORPO World is creating something that gamers have been waiting for—a unified platform that integrates gaming, NFTs, and esports in a single ecosystem. Whether you’re there for the games, the tokens, or the community, QORPO World has something different to offer— that’s why it’s worth paying attention to. 9️⃣ MANTRA | The EVM L1 for RWAs ( $OM ) MANTRA offers DeFi that’s simple, accessible, and community-governed. OM holders get a direct say in decisions, from staking options to project development. Recent price rebounds and a community-first model make it one of the most appealing DeFi projects right now. 🔟 Liberland Dollar ( $LLD ) The Liberland Dollar is the official currency of Liberland, a micronation built on libertarian values. This one’s a bold play, driven by a unique community vision. It’s a niche asset, but if you’re interested in freedom-oriented projects, LLD is a compelling option. Check the comments for the $500 Giveaway! Make sure to follow me Evan Luthra for more such content!

Evan Luthra

94,127 Aufrufe • vor 1 Jahr

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks**, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals** in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake*** their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR**** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. ** Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. *** Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.
0:50

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks**, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals** in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake*** their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR**** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. ** Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. *** Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.

Gemini

45,086 Aufrufe • vor 7 Monaten

been diving deep into Solstice lately...and honestly, this feels like the next stage of defi evolution on solana !! i actually spent 6+ hours researching and breaking it all down in a full detailed video > from how usx works to the ai-powered yieldvault, staking architecture, and why solstice might change the solana defi landscape. here’s what makes it stand out 👇 ================================ The Core Idea: solstice is building a self sustaining defi economy on solana, blending tradfi reliability with defi creativity. the focus? real yield, transparent onchain activity, and long term wealth creation, not hype cycles. ================================ 3 Pillars driving it all: 1. usx > solana native stablecoin fully collateralized, programmable, and scalable. more than a stablecoin, it fuels the entire solstice ecosystem. think of it as the liquidity backbone for all yield and staking strategies. 2. yieldvault > automated compounding engine ai-powered, delta-neutral strategies that generate yield in any market. capital protected, transparent, and designed for passive income. no inflated apy gimmicks. just sustainable, on-chain compounding. 3. solstice staking > institutional grade non-custodial validator network, 100% renewable energy, 99.99% uptime. over $1b in staked assets already powering solana. built for both individual stakers and large protocols. ================================ Why it matters: while most defi projects chase trends, solstice is building infrastructure that scales - for users, investors, and institutions. it’s aiming to onboard the next billion into defi by keeping things fast, clean, and reliable. ================================ How your capital grows here: • mint or hold $USX - always fully backed • deposit into yieldvault - earn stable returns through delta-neutral ai strategies • stake in the validator network - earn yield while securing solana • reinvest and compound - every token works, every second counts ================================ Key advantages: ✅ built on solana - instant txs + ultra-low fees ✅ yield from real onchain activity, not emissions ✅ cross-integrated products that reinforce each other ✅ powered by renewable energy ✅ transparent analytics + verifiable smart contracts ================================ this isn’t “degen defi” it’s infrastructure for the next wave of sustainable onchain finance. if you’re into yield, stability, and scalable defi... keep an eye on Solstice. the future of defi might just start here with xeet .
2:16

been diving deep into Solstice lately...and honestly, this feels like the next stage of defi evolution on solana !! i actually spent 6+ hours researching and breaking it all down in a full detailed video > from how usx works to the ai-powered yieldvault, staking architecture, and why solstice might change the solana defi landscape. here’s what makes it stand out 👇 ================================ The Core Idea: solstice is building a self sustaining defi economy on solana, blending tradfi reliability with defi creativity. the focus? real yield, transparent onchain activity, and long term wealth creation, not hype cycles. ================================ 3 Pillars driving it all: 1. usx > solana native stablecoin fully collateralized, programmable, and scalable. more than a stablecoin, it fuels the entire solstice ecosystem. think of it as the liquidity backbone for all yield and staking strategies. 2. yieldvault > automated compounding engine ai-powered, delta-neutral strategies that generate yield in any market. capital protected, transparent, and designed for passive income. no inflated apy gimmicks. just sustainable, on-chain compounding. 3. solstice staking > institutional grade non-custodial validator network, 100% renewable energy, 99.99% uptime. over $1b in staked assets already powering solana. built for both individual stakers and large protocols. ================================ Why it matters: while most defi projects chase trends, solstice is building infrastructure that scales - for users, investors, and institutions. it’s aiming to onboard the next billion into defi by keeping things fast, clean, and reliable. ================================ How your capital grows here: • mint or hold $USX - always fully backed • deposit into yieldvault - earn stable returns through delta-neutral ai strategies • stake in the validator network - earn yield while securing solana • reinvest and compound - every token works, every second counts ================================ Key advantages: ✅ built on solana - instant txs + ultra-low fees ✅ yield from real onchain activity, not emissions ✅ cross-integrated products that reinforce each other ✅ powered by renewable energy ✅ transparent analytics + verifiable smart contracts ================================ this isn’t “degen defi” it’s infrastructure for the next wave of sustainable onchain finance. if you’re into yield, stability, and scalable defi... keep an eye on Solstice. the future of defi might just start here with xeet .

ANNABEL❤️

14,216 Aufrufe • vor 9 Monaten

In this post I will explain why people become borderline religious when they discover Qubic. Now with video. Please repost. I want people to learn about QUBIC. The ecosystem consists of 3 separate universes: AI, Mining, and Tickchain. AI is the primary product and purpose of QUBIC and it is supported by Mining to train the AI and by Tickchin for validation and decentralization. Here is how this whole thing works: AI: Let’s start with the AI. The main purpose of QUBIC is creating AGI (Artificial General Intelligence). It’s a type of AI that can self-develop, set tasks, grow, and learn on its own—much like the human brain does. This product is called AIGarth and it uses many cool ideas where AIs can create their own agents and have them compete against one another to evolve. It is basically robots creating robots with the survival-of-the-fittest evolution approach. Very impressive and thought out. To develop such an AI there are several requirements that even the industry giants like OpenAI, Microsoft, and Tesla are missing. One of them is the data processing for AI training. I mean they have their Datacenters, but those are only good enough to train limited Large Language Models such as ChatGPT and Grok. Mining / Training: Now QUBIC solves this problem with its mining architecture. Keep in mind, mining in QUBIC does not secure the chain, primarily it provides the processing power for training the AI. In a sense, QUBIC mining creates the largest distributed datacenter in the world, where individual miners provide their computers for training the AI and get paid with newly issued QUBIC coins. This way QUBIC gets constantly increasing processing power without having to really pay for the infrastructure. And here is another impressive bit of info. QUBIC’s distributed mining network currently ranks above the #1 supercomputer in the world - El Capitan. QUBIC Tickchain The QUBIC chain ties its AI and Mining together to create decentralization, the reward system for miners, it acts as a decision voting system for future development, and it allows AIGarth to function independently through Smart Contracts. In this summary I will not go over the specifics of QUBIC Tickchain. It’s pretty complex so it will be a separate post. Now, it’s an absolute genius piece of tech, which I consider the most advanced product within crypto industry. It is important to know that QUBIC chain runs directly out of Random Access Memory of its validators. It has instant finality and acts as its own operating system. That allows for speeds only bound by current hardware capabilities and it only increases as technology progresses. As I am writing this, QUBIC Tickchain is fully functional and it already hosts several smart-contract based web3 applications. QUBIC has designed its chain to be this fast for a single purpose, to give its future AI the speed it needs to evolve and to react quickly to the outside world. Ilya Shutskever the scientist, who developed ChatGPT clearly states that next generation superintelligence will make decisions in split second with less data. I believe QUBIC is that next generation. Why QUBIC? So out of the sea of AI projects in crypto why is QUBIC my #1 pick? Well, the first reason is that QUBIC is a unicorn AI startup that happens to use blockchain tech to reach it’s goals. In the real world of Venture Capital it would be fully funded instantly and you would not be invited. Second reason is that the industry admits that Large Language Models have plateaued. Even with enough processing power there is only so much information they can add to their data. Even Google CEO admits that. New approach is needed because the future progress is not possible with LLMs. The third reason is because Large Language Models will not create true AGI. It is evident by Ilya Shutskver latest presentation. Sam Altman of OpenAI is trying to change the definition of what is considered AGI just to lower the plank for his own product. Microsoft’s AI chief is now claiming that it would take 10 years to reach AGI, while QUBIC aims to do this in 2027. All these big players are using wrong technology for what they are trying to achieve and there isn’t enough investor funding for them to pivot. The fourth reason is that QUBIC is headed by Sergey Ivancheglo and 2 renowned AI scientists. Many claim Segey is the creator of Bitcoin. He was the 3rd person to mine bitcoin, he invented Proof of Stake consensus, which Ethereum uses now, he ran the first ICO, and he created 2 of the top gainers in crypto NXT and IOTA. QUBIC is his grand finale after 12 years of development and trials. I am including links below the post as the proof of my claims. Thank you for your time. Please live a like or a comment. It helps me continue making these extensive posts and videos.
5:57

In this post I will explain why people become borderline religious when they discover Qubic. Now with video. Please repost. I want people to learn about QUBIC. The ecosystem consists of 3 separate universes: AI, Mining, and Tickchain. AI is the primary product and purpose of QUBIC and it is supported by Mining to train the AI and by Tickchin for validation and decentralization. Here is how this whole thing works: AI: Let’s start with the AI. The main purpose of QUBIC is creating AGI (Artificial General Intelligence). It’s a type of AI that can self-develop, set tasks, grow, and learn on its own—much like the human brain does. This product is called AIGarth and it uses many cool ideas where AIs can create their own agents and have them compete against one another to evolve. It is basically robots creating robots with the survival-of-the-fittest evolution approach. Very impressive and thought out. To develop such an AI there are several requirements that even the industry giants like OpenAI, Microsoft, and Tesla are missing. One of them is the data processing for AI training. I mean they have their Datacenters, but those are only good enough to train limited Large Language Models such as ChatGPT and Grok. Mining / Training: Now QUBIC solves this problem with its mining architecture. Keep in mind, mining in QUBIC does not secure the chain, primarily it provides the processing power for training the AI. In a sense, QUBIC mining creates the largest distributed datacenter in the world, where individual miners provide their computers for training the AI and get paid with newly issued QUBIC coins. This way QUBIC gets constantly increasing processing power without having to really pay for the infrastructure. And here is another impressive bit of info. QUBIC’s distributed mining network currently ranks above the #1 supercomputer in the world - El Capitan. QUBIC Tickchain The QUBIC chain ties its AI and Mining together to create decentralization, the reward system for miners, it acts as a decision voting system for future development, and it allows AIGarth to function independently through Smart Contracts. In this summary I will not go over the specifics of QUBIC Tickchain. It’s pretty complex so it will be a separate post. Now, it’s an absolute genius piece of tech, which I consider the most advanced product within crypto industry. It is important to know that QUBIC chain runs directly out of Random Access Memory of its validators. It has instant finality and acts as its own operating system. That allows for speeds only bound by current hardware capabilities and it only increases as technology progresses. As I am writing this, QUBIC Tickchain is fully functional and it already hosts several smart-contract based web3 applications. QUBIC has designed its chain to be this fast for a single purpose, to give its future AI the speed it needs to evolve and to react quickly to the outside world. Ilya Shutskever the scientist, who developed ChatGPT clearly states that next generation superintelligence will make decisions in split second with less data. I believe QUBIC is that next generation. Why QUBIC? So out of the sea of AI projects in crypto why is QUBIC my #1 pick? Well, the first reason is that QUBIC is a unicorn AI startup that happens to use blockchain tech to reach it’s goals. In the real world of Venture Capital it would be fully funded instantly and you would not be invited. Second reason is that the industry admits that Large Language Models have plateaued. Even with enough processing power there is only so much information they can add to their data. Even Google CEO admits that. New approach is needed because the future progress is not possible with LLMs. The third reason is because Large Language Models will not create true AGI. It is evident by Ilya Shutskver latest presentation. Sam Altman of OpenAI is trying to change the definition of what is considered AGI just to lower the plank for his own product. Microsoft’s AI chief is now claiming that it would take 10 years to reach AGI, while QUBIC aims to do this in 2027. All these big players are using wrong technology for what they are trying to achieve and there isn’t enough investor funding for them to pivot. The fourth reason is that QUBIC is headed by Sergey Ivancheglo and 2 renowned AI scientists. Many claim Segey is the creator of Bitcoin. He was the 3rd person to mine bitcoin, he invented Proof of Stake consensus, which Ethereum uses now, he ran the first ICO, and he created 2 of the top gainers in crypto NXT and IOTA. QUBIC is his grand finale after 12 years of development and trials. I am including links below the post as the proof of my claims. Thank you for your time. Please live a like or a comment. It helps me continue making these extensive posts and videos.

retrodrive ⛏

24,639 Aufrufe • vor 1 Jahr

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.
11:54

Making Sense Of Strategy What is happening with $MSTR? If you’ve been following me on X for any meaningful length of time, you will know that I have been attempting to calibrate people’s expectations of the stock's performance for the best part of 2025. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube, you can watch it here: If you prefer written format, continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level, Strategy is leveraged Bitcoin. That’s it. Strategy leverages debt to acquire more Bitcoin. Therefore, the main reason you invest in Strategy is because you want to outperform Bitcoin. The only thing better than Bitcoin is more Bitcoin. The second thing we need to understand is mNAV. mNAV Generally speaking for a pure-play Bitcoin Treasury Company like Strategy, mNAV is a reflection of the market's expectation of future Bitcoin Yield. Bitcoin Yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin Per Share. Thus, the larger your Bitcoin stack, the harder it becomes to generate Bitcoin Yield and by extension the harder it becomes to outperform Bitcoin. This is why on a Bitcoin Standard, over a long enough time horizon, mNAV trends towards 1 since the maximum amount of Bitcoin you can own is 21M. With all this in mind, why is Strategy trading where it is and why is it trading at such a low mNAV? There are a few reasons. 1. Strategy Is A Different Company In 2025 Firstly, Strategy is a totally different company in 2025 to the one it was in 2020. For context, believe it or not, the company only introduced Bitcoin Yield and Bitcoin Per Share in the July 2024 Q2 Earnings Call and so it was only after that that they began optimising for those metrics. In my view, that is also when Michael Saylor truly started to understand the opportunity that was in front of him, which is why in October 2024 we saw Strategy announce the 21/21 plan which became the catalyst for the parabolic run we saw in November 2024 where $MSTR went on to briefly hit an all-time-high of around $550. Since people are comparing $MSTR this cycle to the $MSTR of last cycle when it briefly traded at an mNAV of over 8x, it is distorting their expectations. Again, Strategy is a totally different company today with a totally different set of dynamics. 2. New Industry Secondly, we need to recognise that the Bitcoin Treasury Company industry is entirely new which means that the market has been forced to learn and adapt in real-time. With Strategy being the first and by far the largest Bitcoin Treasury Company, it has gained a disproportionate amount of attention and as a result it has attracted a disproportionate amount of speculative capital along the way while everyone has been trying to figure out how to value it. Consequently, in my view, the move we saw in November 2024 was an over-correction to the upside — which by the way coincided with Bitcoin’s parabolic run following Donald Trump’s election win — and what we’re now seeing is an over-correction to the downside. 3. Bitcoin Yield Thirdly, as I mentioned at the beginning, Bitcoin Treasury Companies are currently valued based on how much Bitcoin Yield they are expected to generate in the future. At the time of recording, Strategy currently holds precisely 637,460 Bitcoin — that’s over 3% of the total Bitcoin supply — which means that it is much, much harder to generate meaningful Bitcoin Yield, which again is why we’re seeing the mNAV compress. However, there is a caveat here. There is another metric that Strategy have introduced which is Bitcoin $ Gain. Bitcoin $ Gain is defined as the $ value of newly acquired Bitcoin within any period. Strategy — and I don’t blame them — have been attempting to encourage the market to interpret Bitcoin $ Gain as “earnings” and to value the company based on how much earnings it is expected to generate in the future. For full disclosure, I personally dislike Bitcoin $ Gain as a valuation metric. I think framing it as “earnings” is misleading and disingenuous. I understand why it has been introduced because it speaks the language of Wall Street. However, traditional earnings are final. Bitcoin $ Gain is not because it is forever subject to the price of Bitcoin. Therefore, for Bitcoin $ Gain to be embraced by Wall Street, the market must collectively agree that Bitcoin is going up forever. I remain very sceptical of that happening — especially in the short-to-medium term. However, I am also not attached to my beliefs and so if Wall Street does decide to embrace Bitcoin $ Gain as its primary valuation metric, then $MSTR is likely undervalued by a factor of 5-10x. If not, then $MSTR is likely undervalued by a factor of 1-2x. If you’re not content with the latter being the worst case scenario, then the stock probably isn’t for you. 4. Preferred Products Fourthly, the Strategy thesis right now revolves entirely around the success of its preferred products. Remember, Michael Saylor wants Strategy to become the Amazon of the fixed income market. Thus, we’re not talking about a small innovation here — we are talking about completely transforming global finance. This means that the process of generating awareness and educating the market that will ultimately drive demand for these products is going to take years — not months — which is why you need to have a long time-horizon. Presently, the market is completely discounting the success of Strategy’s preferred products. What it’s not factoring in however is that the capital markets are desperate for yield right now. Thus, when — not if — but when, they eventually wake up to Bitcoin, how do you think they’re going to get that yield? Who is going to be the entity that is offering Bitcoin-backed credit instruments at scale? The answer is obviously Strategy, but again, this is a 5-to-10 year and beyond story. So with all that said, if you’re reading this right now, what should you do? Valuing Strategy There are 3 steps you need to take: 1. Firstly, you need to define your time horizon. In other words, how long do you intend on holding the stock for? 2. Secondly, you need to estimate either — depending on your preferred metric — how much Bitcoin Yield or how much Bitcoin $ Gain you expect Strategy to generate during that period and then calculate how much you expect $MSTR to outperform Bitcoin based on those values. 3. Thirdly, ask yourself whether you’d be satisfied with the level of outperformance you have calculated? In other words, is the trade-off worth it? Or would you be better off investing in either spot Bitcoin, an alternative Bitcoin Treasury Company or a Bitcoin ETF. If you’re satisfied with the level of outperformance that you’ve calculated, then $MSTR it probably a good choice of investment for you. If you're not satisfied, then $MSTR is probably a bad choice of investment for you. I personally believe that $MSTR will outperform Bitcoin by a minimum factor of 1-2x over the next 5/10 years and potentially much more if Bitcoin $ Gain becomes the primary metric by which it is valued, but again, I remain sceptical of that happening. Regardless, the best is yet to come.

Chris Millas

36,835 Aufrufe • vor 10 Monaten

📹 🚀 BREAKING NEWS: EOS & USDT CO-FOUNDER BROCK PIERCE JOINS ESTATEX! 🚀 Hey EstateX Fam, Today marks a pivotal moment in EstateX history. Are you ready for a game-changing announcement? Brace yourselves, because it's finally here! 💣 We are beyond excited to share that EstateX has officially welcomed (USDT) co-founder and billionaire, Brock Pierce , to our team! This is not just big; it's monumental. From selling out presale rounds to securing grants from industry giants like Microsoft, we've achieved remarkable milestones. But none compare to this. With Brock's investment, involvement, and advisory, EstateX is about to hit stratospheric heights! 🌟 WHO IS BROCK PIERCE? Brock isn't just a name; he's a legend. As a blockchain pioneer, impact investor, ICO Inventor, and venture philanthropist, he's left an indelible mark on the industry. From his early days as a Disney star featuring in the worldwide hit Mighty Ducks, to founding disruptive businesses as Tether (USDT), Brock's journey is the stuff of legends. With over $5B raised for companies he’s founded, Brock's track record speaks volumes. He’s been an early investor in Bitcoin and one of the largest in the Ethereum crowd sale, and a driving force behind blockchain's global rise. Before the age of 20, he joined DEN as a partner, securing over $88 million in venture funding. Later, he founded ZAM, a network of websites oriented around massively multiplayer online role-playing games. Famous games in his portfolio were worldwide hits such as World of Warcraft and Star Wars: The Old Republic, with annual sales exceeding $1B. In March 2012, Chinese tech giant Tencent acquired ZAM for over $100M. Brock is worldwide known as one of the founders of the biggest USD stablecoin on earth, Tether (USDT). This is currently the number 3 digital currency on earth with a market cap of almost $100B, and even the number one digital currency in trading volume. He also pioneered the first ICO on earth with Mastercoin. According to Bloomberg, this "kicked off a worldwide ICO craze, with hundreds of startups raising billions of dollars.” With another company of his, he sold over $4B tokens in the EOS crowd sale making it the largest ever. Venture Firm , which he founded in 2013, raised $85 million. This is the first sector-focused venture fund that invests solely in Blockchain technology companies. Pierce led the firm through the first ICO of a venture fund, which created the first security token, BCAP. Blockchain Capital has made more than 100 investments in the sector across its four funds. In February 2018, Forbes named him as one of the top 20 wealthiest people in Crypto. Brock has an estimated net worth of over $2 billion and has ridiculous contacts within the corporate, crypto, and political areas. But that’s not all; Brock’s influence extends beyond business. From running for U.S. presidency in 2020 to advising governments worldwide. He also brings along his real estate portfolio worth hundreds of millions, his impact is immeasurable. And now, he's bringing his expertise and connections to EstateX. Buckle up; we're about to take off! 🚀 WHAT DOES THIS MEAN FOR ESTATEX? It's a game-changer, plain and simple. Brock isn’t just joining us; he’s investing, advising, and becoming a vital part of the EstateX family. His wealth of experience and unparalleled connections will supercharge our growth like never before. Imagine having access to liquidity like never seen before in the tokenization market! 🌊 We will work with his VC, Percival. They will come on board and add huge value to the project. Percival is massive within the crypto and corporate space. With Brock on board, we're not just making waves; we're creating a tsunami of change. From accelerating our platform’s liquidity to expanding into new asset classes, the possibilities are endless. Plus, Brock’s extensive network of government officials and regulators will open doors worldwide, propelling EstateX to new heights. But wait, there’s more! Brock’s social media following, billionaire contacts, and innovative projects mean unprecedented exposure and synergies for EstateX. We're talking next-level growth and opportunities you won’t find anywhere else. This partnership isn’t just about business; it’s about making a real impact. Together with Brock, we’re on a mission to empower individuals, create generational wealth, and revolutionize the real estate market. Exciting times ahead! 🌟 But this is just a small part of what Brock will bring to EstateX. The impact of Brock being part of EstateX will be absolutely MASSIVE! Believe me, the value he will add is beyond imaginable. You will be pleased to know the game changing announcement will be publicly announced by Brock and will be supported by Press & Podcasts and interviews featuring Brock and Bart! This will create massive marketing activity in awareness. Stay tuned for more updates and innovations from the EstateX team! 🚀 Forget about Rocketfuel… ESTATEX NOW HAS #BROCKETFUEL 👞👞🚀🚀 #ESX #EstateX #Web3 #Tokenization #RealEstate #RealEstateInvestment #RWA #RealWorldAssets #Tether #USDT #Ethereum #ETH #Bitcoin #BTC #EOS #BrockPierce $ESX $BTC $ETH $EOS $USDT
3:46

📹 🚀 BREAKING NEWS: EOS & USDT CO-FOUNDER BROCK PIERCE JOINS ESTATEX! 🚀 Hey EstateX Fam, Today marks a pivotal moment in EstateX history. Are you ready for a game-changing announcement? Brace yourselves, because it's finally here! 💣 We are beyond excited to share that EstateX has officially welcomed (USDT) co-founder and billionaire, Brock Pierce , to our team! This is not just big; it's monumental. From selling out presale rounds to securing grants from industry giants like Microsoft, we've achieved remarkable milestones. But none compare to this. With Brock's investment, involvement, and advisory, EstateX is about to hit stratospheric heights! 🌟 WHO IS BROCK PIERCE? Brock isn't just a name; he's a legend. As a blockchain pioneer, impact investor, ICO Inventor, and venture philanthropist, he's left an indelible mark on the industry. From his early days as a Disney star featuring in the worldwide hit Mighty Ducks, to founding disruptive businesses as Tether (USDT), Brock's journey is the stuff of legends. With over $5B raised for companies he’s founded, Brock's track record speaks volumes. He’s been an early investor in Bitcoin and one of the largest in the Ethereum crowd sale, and a driving force behind blockchain's global rise. Before the age of 20, he joined DEN as a partner, securing over $88 million in venture funding. Later, he founded ZAM, a network of websites oriented around massively multiplayer online role-playing games. Famous games in his portfolio were worldwide hits such as World of Warcraft and Star Wars: The Old Republic, with annual sales exceeding $1B. In March 2012, Chinese tech giant Tencent acquired ZAM for over $100M. Brock is worldwide known as one of the founders of the biggest USD stablecoin on earth, Tether (USDT). This is currently the number 3 digital currency on earth with a market cap of almost $100B, and even the number one digital currency in trading volume. He also pioneered the first ICO on earth with Mastercoin. According to Bloomberg, this "kicked off a worldwide ICO craze, with hundreds of startups raising billions of dollars.” With another company of his, he sold over $4B tokens in the EOS crowd sale making it the largest ever. Venture Firm , which he founded in 2013, raised $85 million. This is the first sector-focused venture fund that invests solely in Blockchain technology companies. Pierce led the firm through the first ICO of a venture fund, which created the first security token, BCAP. Blockchain Capital has made more than 100 investments in the sector across its four funds. In February 2018, Forbes named him as one of the top 20 wealthiest people in Crypto. Brock has an estimated net worth of over $2 billion and has ridiculous contacts within the corporate, crypto, and political areas. But that’s not all; Brock’s influence extends beyond business. From running for U.S. presidency in 2020 to advising governments worldwide. He also brings along his real estate portfolio worth hundreds of millions, his impact is immeasurable. And now, he's bringing his expertise and connections to EstateX. Buckle up; we're about to take off! 🚀 WHAT DOES THIS MEAN FOR ESTATEX? It's a game-changer, plain and simple. Brock isn’t just joining us; he’s investing, advising, and becoming a vital part of the EstateX family. His wealth of experience and unparalleled connections will supercharge our growth like never before. Imagine having access to liquidity like never seen before in the tokenization market! 🌊 We will work with his VC, Percival. They will come on board and add huge value to the project. Percival is massive within the crypto and corporate space. With Brock on board, we're not just making waves; we're creating a tsunami of change. From accelerating our platform’s liquidity to expanding into new asset classes, the possibilities are endless. Plus, Brock’s extensive network of government officials and regulators will open doors worldwide, propelling EstateX to new heights. But wait, there’s more! Brock’s social media following, billionaire contacts, and innovative projects mean unprecedented exposure and synergies for EstateX. We're talking next-level growth and opportunities you won’t find anywhere else. This partnership isn’t just about business; it’s about making a real impact. Together with Brock, we’re on a mission to empower individuals, create generational wealth, and revolutionize the real estate market. Exciting times ahead! 🌟 But this is just a small part of what Brock will bring to EstateX. The impact of Brock being part of EstateX will be absolutely MASSIVE! Believe me, the value he will add is beyond imaginable. You will be pleased to know the game changing announcement will be publicly announced by Brock and will be supported by Press & Podcasts and interviews featuring Brock and Bart! This will create massive marketing activity in awareness. Stay tuned for more updates and innovations from the EstateX team! 🚀 Forget about Rocketfuel… ESTATEX NOW HAS #BROCKETFUEL 👞👞🚀🚀 #ESX #EstateX #Web3 #Tokenization #RealEstate #RealEstateInvestment #RWA #RealWorldAssets #Tether #USDT #Ethereum #ETH #Bitcoin #BTC #EOS #BrockPierce $ESX $BTC $ETH $EOS $USDT

EstateX

494,569 Aufrufe • vor 2 Jahren

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?
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Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

Ricardo

2,962,125 Aufrufe • vor 2 Monaten