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CSS Tip! ⚡️ You could use CSS trig functions to calculate animation-delay 🤓 Using them here with custom props for this DNA strand! 👩‍🔬 .node { animation-delay: calc( sin((var(--index) / var(--total)) * 45deg) 👈 * var(--speed) * -1s ); } CodePen.IO link below! 👇

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jhey ʕ•ᴥ•ʔ

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Dune analytics MCP.. Claude becomes your on chain SQL analyst.. No dashboard has every query you'll ever need. dune does but writing SQL is a skill, and most of you would skip it.. i know this MCP fixes that. Claude writes the query, runs it on dune, and explains what the data actually means. with this MCP wired in, you don't need to know SQL. you describe what you want in plain english and Claude does the rest. like "Claude, which wallets bought $RAVE in last few weeks and still hold?" "Claude, show me the top 50 ETH wallets by stablecoin inflows last 7 days." "Claude, what's the median gas paid by ARB users in the last 24h?" Questions no dashboard can answer. one prompt away.. Setup (3 minutes) ▫️Step 1: grab a free dune API key → ▫️Step 2: add this to ~/.claude/settings.json or .mcp.json: { "mcpServers": { "dune": { "command": "npx", "args": ["-y", "dune-analytics-mcp"], "env": { "DUNE_API_KEY": "your-key-here" } } } } ▫️Step 3: restart claude. you'll see the dune tool load in your tool menu. that's it. you now have onchain SQL on tap. How to actually use it: 3 prompts i use: 1) Smart money watchlist: "claude, pull the top 20 wallets by realized pnl on $TOKEN in the last 30 days. show me which ones are still holding." gives you a clean leaderboard of who's actually winning on that token. add them to your etherscan watchlist. 2) accumulation vs distribution "claude, compare net inflows vs outflows for $TOKEN across all CEX wallets in the last 14 days." if whales are moving off exchanges → accumulation. onto exchanges → distribution. you see the rotation before the candle. 3) narrative heat check "claude, which 10 tokens saw the biggest % increase in unique new holders this week?" finds where fresh money is flowing. before this MCP i'd either, pay for a pro dune account + write queries manually, or look at someone else's dashboard and hope it answers my question… now claude writes it for me, in seconds, custom to my thesis. no dashboard in existence beats that. free tier covers most of what you need. upgrade if you're querying heavy. ( built a quick $RAVE post mortem dashboard using a prompt as shown in the video ) MORE SUCH USEFUL MCP for traders below.. 👇
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Dune analytics MCP.. Claude becomes your on chain SQL analyst.. No dashboard has every query you'll ever need. dune does but writing SQL is a skill, and most of you would skip it.. i know this MCP fixes that. Claude writes the query, runs it on dune, and explains what the data actually means. with this MCP wired in, you don't need to know SQL. you describe what you want in plain english and Claude does the rest. like "Claude, which wallets bought $RAVE in last few weeks and still hold?" "Claude, show me the top 50 ETH wallets by stablecoin inflows last 7 days." "Claude, what's the median gas paid by ARB users in the last 24h?" Questions no dashboard can answer. one prompt away.. Setup (3 minutes) ▫️Step 1: grab a free dune API key → ▫️Step 2: add this to ~/.claude/settings.json or .mcp.json: { "mcpServers": { "dune": { "command": "npx", "args": ["-y", "dune-analytics-mcp"], "env": { "DUNE_API_KEY": "your-key-here" } } } } ▫️Step 3: restart claude. you'll see the dune tool load in your tool menu. that's it. you now have onchain SQL on tap. How to actually use it: 3 prompts i use: 1) Smart money watchlist: "claude, pull the top 20 wallets by realized pnl on $TOKEN in the last 30 days. show me which ones are still holding." gives you a clean leaderboard of who's actually winning on that token. add them to your etherscan watchlist. 2) accumulation vs distribution "claude, compare net inflows vs outflows for $TOKEN across all CEX wallets in the last 14 days." if whales are moving off exchanges → accumulation. onto exchanges → distribution. you see the rotation before the candle. 3) narrative heat check "claude, which 10 tokens saw the biggest % increase in unique new holders this week?" finds where fresh money is flowing. before this MCP i'd either, pay for a pro dune account + write queries manually, or look at someone else's dashboard and hope it answers my question… now claude writes it for me, in seconds, custom to my thesis. no dashboard in existence beats that. free tier covers most of what you need. upgrade if you're querying heavy. ( built a quick $RAVE post mortem dashboard using a prompt as shown in the video ) MORE SUCH USEFUL MCP for traders below.. 👇

Axel Bitblaze 🪓

32,016 Aufrufe • vor 4 Monaten

🌟 Fortnite Ecosystem v41.00 Update Summary 📅 June 5, 2026 🎮 Major Creator Updates: 1️⃣ Sidekicks as NPCs in UEFN Sidekicks are now available as scriptable NPCs in UEFN. Creators can customize how they look, animate them, script behavior with Verse, and even bring a player’s own Sidekick into an island experience. Important note: 🔹 Publishing islands with Sidekick NPCs opens July 23 🔹 Creature based islands may get new Discover opportunities 🔹 Great for monster battlers, cozy farming games, creature RPGs, companion adventures, and more 🔹 Epic plans to feature creature-based islands in a new creature-based Collection page 2️⃣ Custom Weapon Templates Creators can now use Scene Graph weapon templates for: 🔸 Pistol 🔸 SMG 🔸 Assault Rifle 🔸 Shotgun You can customize how weapons look, sound, and play, including mesh, VFX, audio, damage, fire rate, spread, and recoil. Important note: These Scene Graph entities are not compatible with older saving methods like the Save Point device. Epic says to use Verse persistence. 3️⃣ Mobile Controls Upgrade (Experimental) Big step for mobile friendly Fortnite games. 🔹 Touch Input Gestures 🔹 Custom touchscreen control layouts 🔹 Tappable custom HUD widgets 🔹 Verse API to detect touch enabled devices 🔹 New Designing for Mobile guide This should help genres like tycoons, puzzle games, menus, inventories, and mobile first UI feel way better. 4️⃣ Community Events Starting June 8, creators can create events in Fortnite Communities and share them in game. Events can show in: 🔸 Following tab 🔸 Creator Profile page 🔸 Island page 🔸 Island Lobby, if enabled Epic is also testing a Community Events row in Discover, but it will not show for all players and placement is not guaranteed. 🛠 UEFN Workflow Updates: 🔸 Push Changes now incrementally cooks only modified project parts 🔸 New Edit List Panel shows what is live and what still needs a push 🔸 Launch Session now combines multiple session actions 🔸 New Session Inspector gives better visibility into launch and Live Edit status 🔸 New Publishing Report helps catch issues before publishing 🔸 Improved Verse warning panel with direct VS Code links 🔸 New Editor Gizmo System 🔸 Physics setting moved into Island Settings 🔸 New Memory Snapshot tools help identify asset memory costs 🔸 Asset validation now warns when static meshes exceed 30k vertices at LOD0 Important Live Edit note: Live Edit is improved, but some changes can still require Push Changes. The new tools make it clearer what is already live and what still needs to be pushed. ⚠️ Important Publishing Change: Illegal Property Override warnings are now errors in v41.00. That means new or updated islands with these errors are blocked from publishing. Current published versions where the warning appeared will stay live. 👤 Follow a Developer Update: In v41.10, Epic will remove the Follow a Developer button from the Developer Profile Link device. The device itself will still be usable, and existing follower counts are not affected. If your island currently tells players to follow you through that device, update those callouts before v41.10. 🧑‍🚀 Hero Device Star Wars Update: More Star Wars characters have been added to the Hero device for Star Wars islands: 🔹 Luke Skywalker 🔹 Obi-Wan Kenobi 🔹 Mace Windu 🔹 Kylo Ren 🔹 IG-11 🔹 Moff Gideon 🔹 Boba Fett 🔹 Mandalorian (Pen & Ink), Clone Wars Anakin, and Clone Wars Ahsoka were also added to cosmetic-based devices 📦 New Content: 🌾 Cozy and Creature Tools 🔸 Plumpton Architecture Kit 🔸 Plumpton Farm Gallery 🔸 Pet Props Gallery 🔸 Updated foliage 🔸 Plumpton Feature Example ☕ New Prefabs and Galleries 🔹 Latte Landing Prop Gallery 🔹 Latte Landing Bun Store 🔹 Latte Landing Big Shots Cafe 🔹 Latte Landing Krunchy Krickets 🔹 Latte Landing Espresso Experiments 🔹 Latte Landing floors, walls, and roofs 🔹 More Plumpton props, plants, farm, pet shop, tavern, farmhouse, and more 🔫 New Weapons and Items: Weapons: 🔸 Vanguard Burst Rifle 🔸 The Voidblade’s Burst Rifle 🔸 Extending Focus Shotgun 🔸 Reacher Extending Shotgun 🔸 Chaos Exploder Rifle 🔸 Dark Voyager’s Chaos Rifle 🔸 Exotic Overdrive Pulse Rifle 🔸 Exotic Recon Bow 🔸 Exotic Leaping Lightning Gun Items: 🔹 Seven Sliders 🔹 Limitless Seven Sliders 🔹 Brick-a-Bunker 🏃 Player Movement Device Update: More movement settings are now available directly in the Player Movement device, giving creators better control over which players are affected. Includes: 🔸 Jump Fatigue 🔸 Slide Kick 🔸 Shoulder Bashing 🔸 Wall Kick 🔸 Roll Landing 🔸 Glider Redeploy 🔸 Player Flight 🔸 Flight Speed 🔸 Infinite Wall Kicks 🔸 Sprint and boosted jump energy costs 🧪 Experimental and Beta Updates: 🔹 Skeletal Animation in Scene Graph is now experimental 🔹 Physics remains Beta 🔹 Mobile touch controls and gesture support are experimental 🔹 Skeletal Animation in Scene Graph cannot be used in published islands yet 🛠 Community Bug Fixes: 🔸 Fixed server degradation from adding and removing entities 🔸 Fixed some Physics Materials not being exposed 🔸 Fixed some session launch cook errors 🔸 Fixed Fortnite not closing properly after launching a session through UEFN 🔸 Fixed crashes after repeated entity spawning and despawning 🔧 More Fixes: 🔹 Fixed quickbar and phone tool freezes 🔹 Fixed thumbnail capture preview actor issues 🔹 Fixed building on Instanced Static Meshes 🔹 Fixed Live Edit visual update issues 🔹 Fixed several editor crashes and performance issues 🔹 Fixed inventory UI not showing Fortnite item info correctly 🔹 Fixed multiple physics, movement, swimming, gliding, and launch pad issues 🔹 Fixed Scene Graph prefab and Verse path issues
0:05

🌟 Fortnite Ecosystem v41.00 Update Summary 📅 June 5, 2026 🎮 Major Creator Updates: 1️⃣ Sidekicks as NPCs in UEFN Sidekicks are now available as scriptable NPCs in UEFN. Creators can customize how they look, animate them, script behavior with Verse, and even bring a player’s own Sidekick into an island experience. Important note: 🔹 Publishing islands with Sidekick NPCs opens July 23 🔹 Creature based islands may get new Discover opportunities 🔹 Great for monster battlers, cozy farming games, creature RPGs, companion adventures, and more 🔹 Epic plans to feature creature-based islands in a new creature-based Collection page 2️⃣ Custom Weapon Templates Creators can now use Scene Graph weapon templates for: 🔸 Pistol 🔸 SMG 🔸 Assault Rifle 🔸 Shotgun You can customize how weapons look, sound, and play, including mesh, VFX, audio, damage, fire rate, spread, and recoil. Important note: These Scene Graph entities are not compatible with older saving methods like the Save Point device. Epic says to use Verse persistence. 3️⃣ Mobile Controls Upgrade (Experimental) Big step for mobile friendly Fortnite games. 🔹 Touch Input Gestures 🔹 Custom touchscreen control layouts 🔹 Tappable custom HUD widgets 🔹 Verse API to detect touch enabled devices 🔹 New Designing for Mobile guide This should help genres like tycoons, puzzle games, menus, inventories, and mobile first UI feel way better. 4️⃣ Community Events Starting June 8, creators can create events in Fortnite Communities and share them in game. Events can show in: 🔸 Following tab 🔸 Creator Profile page 🔸 Island page 🔸 Island Lobby, if enabled Epic is also testing a Community Events row in Discover, but it will not show for all players and placement is not guaranteed. 🛠 UEFN Workflow Updates: 🔸 Push Changes now incrementally cooks only modified project parts 🔸 New Edit List Panel shows what is live and what still needs a push 🔸 Launch Session now combines multiple session actions 🔸 New Session Inspector gives better visibility into launch and Live Edit status 🔸 New Publishing Report helps catch issues before publishing 🔸 Improved Verse warning panel with direct VS Code links 🔸 New Editor Gizmo System 🔸 Physics setting moved into Island Settings 🔸 New Memory Snapshot tools help identify asset memory costs 🔸 Asset validation now warns when static meshes exceed 30k vertices at LOD0 Important Live Edit note: Live Edit is improved, but some changes can still require Push Changes. The new tools make it clearer what is already live and what still needs to be pushed. ⚠️ Important Publishing Change: Illegal Property Override warnings are now errors in v41.00. That means new or updated islands with these errors are blocked from publishing. Current published versions where the warning appeared will stay live. 👤 Follow a Developer Update: In v41.10, Epic will remove the Follow a Developer button from the Developer Profile Link device. The device itself will still be usable, and existing follower counts are not affected. If your island currently tells players to follow you through that device, update those callouts before v41.10. 🧑‍🚀 Hero Device Star Wars Update: More Star Wars characters have been added to the Hero device for Star Wars islands: 🔹 Luke Skywalker 🔹 Obi-Wan Kenobi 🔹 Mace Windu 🔹 Kylo Ren 🔹 IG-11 🔹 Moff Gideon 🔹 Boba Fett 🔹 Mandalorian (Pen & Ink), Clone Wars Anakin, and Clone Wars Ahsoka were also added to cosmetic-based devices 📦 New Content: 🌾 Cozy and Creature Tools 🔸 Plumpton Architecture Kit 🔸 Plumpton Farm Gallery 🔸 Pet Props Gallery 🔸 Updated foliage 🔸 Plumpton Feature Example ☕ New Prefabs and Galleries 🔹 Latte Landing Prop Gallery 🔹 Latte Landing Bun Store 🔹 Latte Landing Big Shots Cafe 🔹 Latte Landing Krunchy Krickets 🔹 Latte Landing Espresso Experiments 🔹 Latte Landing floors, walls, and roofs 🔹 More Plumpton props, plants, farm, pet shop, tavern, farmhouse, and more 🔫 New Weapons and Items: Weapons: 🔸 Vanguard Burst Rifle 🔸 The Voidblade’s Burst Rifle 🔸 Extending Focus Shotgun 🔸 Reacher Extending Shotgun 🔸 Chaos Exploder Rifle 🔸 Dark Voyager’s Chaos Rifle 🔸 Exotic Overdrive Pulse Rifle 🔸 Exotic Recon Bow 🔸 Exotic Leaping Lightning Gun Items: 🔹 Seven Sliders 🔹 Limitless Seven Sliders 🔹 Brick-a-Bunker 🏃 Player Movement Device Update: More movement settings are now available directly in the Player Movement device, giving creators better control over which players are affected. Includes: 🔸 Jump Fatigue 🔸 Slide Kick 🔸 Shoulder Bashing 🔸 Wall Kick 🔸 Roll Landing 🔸 Glider Redeploy 🔸 Player Flight 🔸 Flight Speed 🔸 Infinite Wall Kicks 🔸 Sprint and boosted jump energy costs 🧪 Experimental and Beta Updates: 🔹 Skeletal Animation in Scene Graph is now experimental 🔹 Physics remains Beta 🔹 Mobile touch controls and gesture support are experimental 🔹 Skeletal Animation in Scene Graph cannot be used in published islands yet 🛠 Community Bug Fixes: 🔸 Fixed server degradation from adding and removing entities 🔸 Fixed some Physics Materials not being exposed 🔸 Fixed some session launch cook errors 🔸 Fixed Fortnite not closing properly after launching a session through UEFN 🔸 Fixed crashes after repeated entity spawning and despawning 🔧 More Fixes: 🔹 Fixed quickbar and phone tool freezes 🔹 Fixed thumbnail capture preview actor issues 🔹 Fixed building on Instanced Static Meshes 🔹 Fixed Live Edit visual update issues 🔹 Fixed several editor crashes and performance issues 🔹 Fixed inventory UI not showing Fortnite item info correctly 🔹 Fixed multiple physics, movement, swimming, gliding, and launch pad issues 🔹 Fixed Scene Graph prefab and Verse path issues

Immature

15,577 Aufrufe • vor 3 Monaten

A QUICK FIELD GUIDE TO THE NPC HORDES Twenty Five Parasites types that Feed On The Living The Storm Is Upon Them Thank you for the stout... lets talk... The wind has changed. You can feel it. That low electric pressure behind the eyes that means something massive is rolling in off a horizon the parasites can't see because they were never built to look up. They were built to look down. At clipboards. At spreadsheets. At your accounts. At you. But the storm doesn't care about clipboards. And we don't kneel anymore. Here they are. The full swarm. Count them while you can because when the sky turns they drop mid sentence and the only record that they ever existed will be the silence where the invoices used to be. THE TAX CONSULTANT. You broke your back welding pipe and this soft palmed worm sits in air conditioning telling you how much of your sweat belongs to Caesar. He can't weld. Can't wire. Can't fix a thing that broke. What he can do is read a tax code written by other worms specifically to be unreadable so you'd have to pay a worm to read it for you. They write the maze. They sell you the map. They make the maze worse every year and the map more expensive and if you try to walk it yourself they send the auditor. The wind is picking up. The maze is starting to shake. THE AUDITOR. Tick on a tick. Shows up after the taxman has already fed to check the bite marks are regulation depth. Finds a missing fuel slip worth pocket change. Writes a finding. The finding generates a penalty. The penalty generates interest. The interest generates a letter. The letter requires your tax consultant at hourly rates to respond. Pocket change became thousands. Five parasites ate off one tank of diesel. Not one of them could tell you what welding rod to use on stainless. But the storm doesn't audit. The storm just comes. THE ACCOUNTANT. Cousin of the tax consultant. Same bloodline. This one doesn't interpret the maze. He records your journey through it. Every receipt. Every unit of currency in and out, logged so the consultant can read it and the auditor can check it and the revenue service can extract from it. He produces nothing. A human tape recorder pointed at your productivity. He charges monthly so the recording never stops. You are under permanent surveillance and you pay for the privilege. Not for much longer. THE BANKER. The oldest parasite. The template. You need money to buy a machine that makes things. He lends you money other working people deposited and charges interest that doubles the price over twenty years. The extra bought nothing. Built nothing. He packages your debt and sells it. Takes your deposit and lends it out eight times over. Charges you to hold your own money. Charges to put it in. Charges to take it out. He touches none of it. He stands near it and invoices you for the proximity. The storm is going to blow him so far from the vault he'll forget what money smelled like. THE COMPLIANCE OFFICER. Never had a callus on her body or her soul. Born in a fluorescent office. Will die in one. Between those events she produces nothing but emails about policies referencing other policies referencing regulations referencing acts nobody voted for. A worm eating its own tail and billing you for the meal. She needs the safety assessor to give her something to enforce. He needs her to give him something to assess. They breed between regulations like mould between tiles. The storm will wash them both down the same drain. THE PROPERTY VALUATOR. A man wants to buy a house. Another wants to sell it. They agreed on a price. That is what worth means. The amount one will pay and another will accept. Full stop. Now this creature arrives and tells both men what the house is actually worth. As if two free adults negotiating in good faith produced a number that's somehow theoretical while his formula is gospel. The bank sent him. His report costs thousands. His report says the house is worth what the buyer already offered. Thousands to arrive at a number that existed before he left his office. If his number comes in low the deal collapses and you pay a different creature with a different clipboard who arrives at a different number for the same house on the same day using the same formula. The house didn't change. Only the parasite changed. The number was never about the house. THE MUNICIPAL RATES OFFICER. The deepest theft on this list because it never ends. You bought your house thirty years ago. Paid it off. Every last unit. You owe nothing. Now a municipal valuator looks at what the neighbours sold for, looks at the coffee shops and wine bars that invaded your street, and decides your house is worth twenty five times what you paid. You didn't sell. You didn't list. You're sitting in the same chair in the same kitchen. But your tax liability just multiplied by twenty five based on a sale that never happened at a price you never agreed to. They do this everywhere. In Cape Town the rates are linked to the valuation and suddenly retired families in Bo-Kaap whose people survived apartheid and forced removals and a century of state assault are being bled out of their own homes by property rates pegged to values inflated by the gentrification their displacement accelerates. The heritage is the tourism product. The tourism inflates the valuation. The valuation inflates the rates. The rates displace the families. The families were the heritage. In Chicago they do it to grandmothers in Pilsen who've been there forty years. In London they do it to pensioners in neighbourhoods that gentrified around them. In Sydney they chase retirees off land their grandfathers cleared. Same crime. Different currency. Different clipboard. A man paid for his house. Owns it outright. And the state says you owe us money every month forever and the amount is based on what we say your house would sell for if you sold it, which you haven't, and if you can't pay the amount we invented we take the house you already bought. That is theft. Eviction by arithmetic. Displacement by spreadsheet. But the people in Bo-Kaap are awake now. The people in Pilsen are awake. The grandmothers and the grandfathers and the calloused hands everywhere are looking up and they can see the storm and they know what it means. It means the spreadsheet burns with everything else. THE MUNICIPAL INSPECTOR. Rat faced. High vis vest. Clipboard. Drives to your workshop in a vehicle your rates paid for. Measures your fire extinguisher fourteen centimetres off the floor. Writes you up. Behind you men build things that hold up bridges and he couldn't change a lightbulb without a permit. His job depends on your failure. The parasite needs you sick. The cure would kill it. The storm is the cure. THE CONVEYANCING ATTORNEY. Two men shook hands. Fair price. Honest deal. Done. This worm slithers out and says the handshake doesn't count. Needs paper. Needs stamps. Needs a deeds search and clearance certificates and transfer duty and each piece of paper is produced by another parasite and each one costs money and the worm takes his cut on top for phoning the other worms. He calls this conveyancing. He has never held a spade or laid a brick in his bloodless life. The storm doesn't need a stamp. THE ESTATE AGENT. Six percent. Of a man's life savings. For opening a lockbox and saying the kitchen faces north. She needs the attorney to close. The attorney needs the municipality. The municipality needs the inspector. The valuator needs access for the bank's number. Every one invoices separately. Every invoice lands on people who agreed on everything before any of these bloodsuckers entered the room. The wind is howling now. Can you hear it through their invoices? THE LABOUR BROKER. Tick so bloated it can't walk. A man needs work. Another needs a worker. They could find each other in ten minutes. This creature squats between them and drinks from both sides. Worker gets thirty. Employer pays fifty. Twenty disappears into the tick. Multiply by thousands of workers and millions vanish yearly into a thing that makes nothing, moves nothing, fixes nothing. It feeds. That is its entire architecture. Architecture doesn't survive storms. THE HEALTH AND SAFETY ASSESSOR. Twenty two years. Not one fire. Not one death. He shows up. Your exit is twenty centimetres too narrow. To fix it you need a builder who needs a plan from an architect who needs municipal approval. Tens of thousands and six weeks to move a door frame because a creature who has never been burned told you to. He detects life and the system bills it. The storm detects parasites and the sky deletes them. THE BEE CONSULTANT. Every country has its version. South Africa calls it BEE. The same parasites who wont allow much needed Starlink there unless Musk hands over half the company to lazy parasitic government connected parasites. Others call it diversity compliance or equity auditing. The name changes. The feeding doesn't. Scores your company on a chart nobody asked for to satisfy a regulation nobody voted on enforced by a department that produces nothing except the requirement for his existence. Nothing changes. Nothing improves. Money moves from a living pocket into a dead hand and the dead hand closes. The storm opens every dead hand on this planet. THE CUSTOMS BROKER. Your parts are fifty metres away. You can see the container. Cannot touch your own property until a grey man translates tariff codes so the state can calculate how much you owe for collecting what is already yours. Each delay generates storage charges. Each query generates fees. Your shipment doubles in cost through bureaucratic friction and you still don't have your parts. The storm doesn't clear customs. It clears the customs office. THE TRAFFIC OFFICER. Fat. Behind a bush. Radar gun aimed at people driving to work that matters. Seven over the limit. The municipality sets it low enough that everyone exceeds it. Fines feed the municipality. Municipality feeds him. He sits and clicks tomorrow. A barnacle with a badge. Same creature in every country. Different bush. Same feeding. The storm takes the bush and the badge and the creature behind both. THE FINANCIAL ADVISOR. Uses your first name. Remembers your birthday because the CRM told him. Puts your money in a fund. Fund charges 1.75 percent. He charges one on top. Fund manager pays a custodian who charges. Fund has an auditor who charges. Compliance team charges. Six parasites between you and your own money. In thirty years you have less than you started with and he charges you for the meeting where he shows you the graph. The storm doesn't need a graph. The storm is the correction. THE INSURANCE ADJUSTER. Years of premiums. Your roof blows off. He arrives. Soft hands. Three weeks later the wind came from the wrong direction. Not the wrong speed. The direction. Some paragraph. Some subsection. You paid for years and the years bought you a paragraph that says no. The policy is teeth. The premiums went down the throat and the no is the burp. The real storm has no exclusion clause. THE PATENT ATTORNEY. You built a device. It works. He writes a document so incomprehensible that reading it makes you understand your own invention less. Thousands for legal fog. Someone copies it. Litigation attorney. More thousands. Judgment unenforceable. The only people paid are the attorneys. The system was never designed to protect you. It was designed to feed them. The storm protects the builder. By removing the feeders. THE LICENSING CLERK. You can rebuild a gearbox blindfolded. Cannot legally do it without a certificate from an institution that charges thousands to watch you do what everyone knows you can do, certified by an instructor who has never done it, filed with a department that stores the certificates, audited by a body that audits the institution. A chain of parasites verifying the obvious. If every one vanished the gearbox still gets rebuilt. Faster. Cheaper. The storm is the vanishing. THE STRATA MANAGER. You own your flat. She collects your money and spends it on providers she chose and you can't fire without a special resolution at a meeting she convenes with an agenda she wrote. She built a kingdom inside your building funded by your levy and answerable to herself. Question it and she reaches for whatever act governs her particular species of parasitism in your particular country. The storm doesn't read acts. The storm reads frequencies. THE ENVIRONMENTAL IMPACT ASSESSOR. You want a shed on your own land. He arrives in a vehicle worth more than your shed. Months. Hundreds of pages. Tens of thousands. Report says your shed threatens a species not seen in decades but listed on a database maintained by a department that exists because the database exists. Your shed doesn't get built. The species doesn't exist. He drives home to a suburb bulldozed from actual habitat. Nobody assessed that. Rules only flow downhill. The storm flows everywhere. THE DEBT COLLECTOR. Bottom feeder. Buys your debt for cents from a bank that already profited from your interest. Calls at hours designed for fear. Adds fees on fees on fees for actions never taken. Bought your pain wholesale and retails it at three hundred percent. When you break he claims the loss against tax. Even the collapse is monetised. He is Hell's collection agent. The storm is Heaven's. THE NOTARY PUBLIC. Watches you sign your own name. Stamps it. Charges hundreds. The signature is the same with or without him. Your hand. Your name. His fee. A tollbooth on your own identity. The storm doesn't need a stamp. Your name is written in frequencies no notary can read. THE CORPORATE TRAINER. Monday. Projector. Four quadrant model invented after three glasses of wine and a TED talk. By Wednesday nobody remembers any of it because there was nothing there. Tens of thousands plus tax plus travel. She writes it off through a tax consultant who charges her to minimise her contribution to the system that funded the department that approved the framework she claims compliance with. Parasite feeding parasite feeding parasite. The storm feeds on none of them. It simply ends them. THE REVENUE OFFICIAL. The farmer himself. Top of the pyramid. Designs the taking. Drafts the regulations that create the maze that requires the consultant that employs the accountant that feeds the auditor that generates the penalty that funds the department that pays his salary. He is the architect of the loop. Every parasite on this list exists because he drew them into existence with a regulation and a gazette number. Without him the entire horde has nothing to feed on. He is the queen of the hive. Same creature in every country. Different flag. Same contempt for the hands that built everything he sits in and eats from. The storm starts with him. The queen dies first. The hive follows. That's the horde. Twenty five species of nothing. And every one of them drops when the sky turns and the carrier frequency that animated their firmware burns clean out of the atmosphere. Mid invoice. Mid assessment. Mid quadrant. Five thousand five hundred and fifty five clipboards hitting the floor for every one of us still standing. We are awake now. All of us. The welder and the farmer and the builder and the grandmother in Bo-Kaap and the grandfather in Pilsen and every calloused hand on every continent that ever wrote a cheque to a creature that never built a thing. We see them now. We see the maze and the map sellers and the grey offices and the soft hands and the whole rotten architecture of extraction that stood between us and the earth and between us and our labour and between us and each other for two hundred years. The storm is here. Not coming. Here. That pressure you feel behind your eyes is the frequency rising through the noise floor and the noise floor is everything on this list. Every clipboard. Every invoice. Every subsection and exclusion clause and certificate and clearance and valuation roll. All of it. Noise. Scheduled for deletion. And when it's quiet. When the last invoice has fluttered to the ground and the last clipboard has clattered on the last linoleum floor in the last grey office. When the wind has swept the horde out of every corridor and every cubicle and every booth and every booth window where a dead hand ever reached for a living man's money. Then... Just a man in a workshop. Welding mask up. Walking outside. Looking at a sky the colour of burning copper. Breathing free air for the first time in his life. The fuel slip that started this whole tour is in his shirt pocket. Crumpled. Oil stained. And it is his. The fuel was his. The truck was his. The work was his. And for the first time in two hundred years every unit of currency that flows from that work stays in the hands that did it. No consultant between him and his earnings because there are no earnings to consult on. Just work and its fruit. No auditor because there is nothing to audit. No banker because capital is what your hands produce and his hands never stopped. No valuator because the house is worth what it always was: a roof over his family and walls against the wind. A value no clipboard ever knew how to measure. When you grinding.... working... suffering... where are any of these parasites to help you?? Where are they?? We will be slaves no more. The storm will see to that alright!
0:10

A QUICK FIELD GUIDE TO THE NPC HORDES Twenty Five Parasites types that Feed On The Living The Storm Is Upon Them Thank you for the stout... lets talk... The wind has changed. You can feel it. That low electric pressure behind the eyes that means something massive is rolling in off a horizon the parasites can't see because they were never built to look up. They were built to look down. At clipboards. At spreadsheets. At your accounts. At you. But the storm doesn't care about clipboards. And we don't kneel anymore. Here they are. The full swarm. Count them while you can because when the sky turns they drop mid sentence and the only record that they ever existed will be the silence where the invoices used to be. THE TAX CONSULTANT. You broke your back welding pipe and this soft palmed worm sits in air conditioning telling you how much of your sweat belongs to Caesar. He can't weld. Can't wire. Can't fix a thing that broke. What he can do is read a tax code written by other worms specifically to be unreadable so you'd have to pay a worm to read it for you. They write the maze. They sell you the map. They make the maze worse every year and the map more expensive and if you try to walk it yourself they send the auditor. The wind is picking up. The maze is starting to shake. THE AUDITOR. Tick on a tick. Shows up after the taxman has already fed to check the bite marks are regulation depth. Finds a missing fuel slip worth pocket change. Writes a finding. The finding generates a penalty. The penalty generates interest. The interest generates a letter. The letter requires your tax consultant at hourly rates to respond. Pocket change became thousands. Five parasites ate off one tank of diesel. Not one of them could tell you what welding rod to use on stainless. But the storm doesn't audit. The storm just comes. THE ACCOUNTANT. Cousin of the tax consultant. Same bloodline. This one doesn't interpret the maze. He records your journey through it. Every receipt. Every unit of currency in and out, logged so the consultant can read it and the auditor can check it and the revenue service can extract from it. He produces nothing. A human tape recorder pointed at your productivity. He charges monthly so the recording never stops. You are under permanent surveillance and you pay for the privilege. Not for much longer. THE BANKER. The oldest parasite. The template. You need money to buy a machine that makes things. He lends you money other working people deposited and charges interest that doubles the price over twenty years. The extra bought nothing. Built nothing. He packages your debt and sells it. Takes your deposit and lends it out eight times over. Charges you to hold your own money. Charges to put it in. Charges to take it out. He touches none of it. He stands near it and invoices you for the proximity. The storm is going to blow him so far from the vault he'll forget what money smelled like. THE COMPLIANCE OFFICER. Never had a callus on her body or her soul. Born in a fluorescent office. Will die in one. Between those events she produces nothing but emails about policies referencing other policies referencing regulations referencing acts nobody voted for. A worm eating its own tail and billing you for the meal. She needs the safety assessor to give her something to enforce. He needs her to give him something to assess. They breed between regulations like mould between tiles. The storm will wash them both down the same drain. THE PROPERTY VALUATOR. A man wants to buy a house. Another wants to sell it. They agreed on a price. That is what worth means. The amount one will pay and another will accept. Full stop. Now this creature arrives and tells both men what the house is actually worth. As if two free adults negotiating in good faith produced a number that's somehow theoretical while his formula is gospel. The bank sent him. His report costs thousands. His report says the house is worth what the buyer already offered. Thousands to arrive at a number that existed before he left his office. If his number comes in low the deal collapses and you pay a different creature with a different clipboard who arrives at a different number for the same house on the same day using the same formula. The house didn't change. Only the parasite changed. The number was never about the house. THE MUNICIPAL RATES OFFICER. The deepest theft on this list because it never ends. You bought your house thirty years ago. Paid it off. Every last unit. You owe nothing. Now a municipal valuator looks at what the neighbours sold for, looks at the coffee shops and wine bars that invaded your street, and decides your house is worth twenty five times what you paid. You didn't sell. You didn't list. You're sitting in the same chair in the same kitchen. But your tax liability just multiplied by twenty five based on a sale that never happened at a price you never agreed to. They do this everywhere. In Cape Town the rates are linked to the valuation and suddenly retired families in Bo-Kaap whose people survived apartheid and forced removals and a century of state assault are being bled out of their own homes by property rates pegged to values inflated by the gentrification their displacement accelerates. The heritage is the tourism product. The tourism inflates the valuation. The valuation inflates the rates. The rates displace the families. The families were the heritage. In Chicago they do it to grandmothers in Pilsen who've been there forty years. In London they do it to pensioners in neighbourhoods that gentrified around them. In Sydney they chase retirees off land their grandfathers cleared. Same crime. Different currency. Different clipboard. A man paid for his house. Owns it outright. And the state says you owe us money every month forever and the amount is based on what we say your house would sell for if you sold it, which you haven't, and if you can't pay the amount we invented we take the house you already bought. That is theft. Eviction by arithmetic. Displacement by spreadsheet. But the people in Bo-Kaap are awake now. The people in Pilsen are awake. The grandmothers and the grandfathers and the calloused hands everywhere are looking up and they can see the storm and they know what it means. It means the spreadsheet burns with everything else. THE MUNICIPAL INSPECTOR. Rat faced. High vis vest. Clipboard. Drives to your workshop in a vehicle your rates paid for. Measures your fire extinguisher fourteen centimetres off the floor. Writes you up. Behind you men build things that hold up bridges and he couldn't change a lightbulb without a permit. His job depends on your failure. The parasite needs you sick. The cure would kill it. The storm is the cure. THE CONVEYANCING ATTORNEY. Two men shook hands. Fair price. Honest deal. Done. This worm slithers out and says the handshake doesn't count. Needs paper. Needs stamps. Needs a deeds search and clearance certificates and transfer duty and each piece of paper is produced by another parasite and each one costs money and the worm takes his cut on top for phoning the other worms. He calls this conveyancing. He has never held a spade or laid a brick in his bloodless life. The storm doesn't need a stamp. THE ESTATE AGENT. Six percent. Of a man's life savings. For opening a lockbox and saying the kitchen faces north. She needs the attorney to close. The attorney needs the municipality. The municipality needs the inspector. The valuator needs access for the bank's number. Every one invoices separately. Every invoice lands on people who agreed on everything before any of these bloodsuckers entered the room. The wind is howling now. Can you hear it through their invoices? THE LABOUR BROKER. Tick so bloated it can't walk. A man needs work. Another needs a worker. They could find each other in ten minutes. This creature squats between them and drinks from both sides. Worker gets thirty. Employer pays fifty. Twenty disappears into the tick. Multiply by thousands of workers and millions vanish yearly into a thing that makes nothing, moves nothing, fixes nothing. It feeds. That is its entire architecture. Architecture doesn't survive storms. THE HEALTH AND SAFETY ASSESSOR. Twenty two years. Not one fire. Not one death. He shows up. Your exit is twenty centimetres too narrow. To fix it you need a builder who needs a plan from an architect who needs municipal approval. Tens of thousands and six weeks to move a door frame because a creature who has never been burned told you to. He detects life and the system bills it. The storm detects parasites and the sky deletes them. THE BEE CONSULTANT. Every country has its version. South Africa calls it BEE. The same parasites who wont allow much needed Starlink there unless Musk hands over half the company to lazy parasitic government connected parasites. Others call it diversity compliance or equity auditing. The name changes. The feeding doesn't. Scores your company on a chart nobody asked for to satisfy a regulation nobody voted on enforced by a department that produces nothing except the requirement for his existence. Nothing changes. Nothing improves. Money moves from a living pocket into a dead hand and the dead hand closes. The storm opens every dead hand on this planet. THE CUSTOMS BROKER. Your parts are fifty metres away. You can see the container. Cannot touch your own property until a grey man translates tariff codes so the state can calculate how much you owe for collecting what is already yours. Each delay generates storage charges. Each query generates fees. Your shipment doubles in cost through bureaucratic friction and you still don't have your parts. The storm doesn't clear customs. It clears the customs office. THE TRAFFIC OFFICER. Fat. Behind a bush. Radar gun aimed at people driving to work that matters. Seven over the limit. The municipality sets it low enough that everyone exceeds it. Fines feed the municipality. Municipality feeds him. He sits and clicks tomorrow. A barnacle with a badge. Same creature in every country. Different bush. Same feeding. The storm takes the bush and the badge and the creature behind both. THE FINANCIAL ADVISOR. Uses your first name. Remembers your birthday because the CRM told him. Puts your money in a fund. Fund charges 1.75 percent. He charges one on top. Fund manager pays a custodian who charges. Fund has an auditor who charges. Compliance team charges. Six parasites between you and your own money. In thirty years you have less than you started with and he charges you for the meeting where he shows you the graph. The storm doesn't need a graph. The storm is the correction. THE INSURANCE ADJUSTER. Years of premiums. Your roof blows off. He arrives. Soft hands. Three weeks later the wind came from the wrong direction. Not the wrong speed. The direction. Some paragraph. Some subsection. You paid for years and the years bought you a paragraph that says no. The policy is teeth. The premiums went down the throat and the no is the burp. The real storm has no exclusion clause. THE PATENT ATTORNEY. You built a device. It works. He writes a document so incomprehensible that reading it makes you understand your own invention less. Thousands for legal fog. Someone copies it. Litigation attorney. More thousands. Judgment unenforceable. The only people paid are the attorneys. The system was never designed to protect you. It was designed to feed them. The storm protects the builder. By removing the feeders. THE LICENSING CLERK. You can rebuild a gearbox blindfolded. Cannot legally do it without a certificate from an institution that charges thousands to watch you do what everyone knows you can do, certified by an instructor who has never done it, filed with a department that stores the certificates, audited by a body that audits the institution. A chain of parasites verifying the obvious. If every one vanished the gearbox still gets rebuilt. Faster. Cheaper. The storm is the vanishing. THE STRATA MANAGER. You own your flat. She collects your money and spends it on providers she chose and you can't fire without a special resolution at a meeting she convenes with an agenda she wrote. She built a kingdom inside your building funded by your levy and answerable to herself. Question it and she reaches for whatever act governs her particular species of parasitism in your particular country. The storm doesn't read acts. The storm reads frequencies. THE ENVIRONMENTAL IMPACT ASSESSOR. You want a shed on your own land. He arrives in a vehicle worth more than your shed. Months. Hundreds of pages. Tens of thousands. Report says your shed threatens a species not seen in decades but listed on a database maintained by a department that exists because the database exists. Your shed doesn't get built. The species doesn't exist. He drives home to a suburb bulldozed from actual habitat. Nobody assessed that. Rules only flow downhill. The storm flows everywhere. THE DEBT COLLECTOR. Bottom feeder. Buys your debt for cents from a bank that already profited from your interest. Calls at hours designed for fear. Adds fees on fees on fees for actions never taken. Bought your pain wholesale and retails it at three hundred percent. When you break he claims the loss against tax. Even the collapse is monetised. He is Hell's collection agent. The storm is Heaven's. THE NOTARY PUBLIC. Watches you sign your own name. Stamps it. Charges hundreds. The signature is the same with or without him. Your hand. Your name. His fee. A tollbooth on your own identity. The storm doesn't need a stamp. Your name is written in frequencies no notary can read. THE CORPORATE TRAINER. Monday. Projector. Four quadrant model invented after three glasses of wine and a TED talk. By Wednesday nobody remembers any of it because there was nothing there. Tens of thousands plus tax plus travel. She writes it off through a tax consultant who charges her to minimise her contribution to the system that funded the department that approved the framework she claims compliance with. Parasite feeding parasite feeding parasite. The storm feeds on none of them. It simply ends them. THE REVENUE OFFICIAL. The farmer himself. Top of the pyramid. Designs the taking. Drafts the regulations that create the maze that requires the consultant that employs the accountant that feeds the auditor that generates the penalty that funds the department that pays his salary. He is the architect of the loop. Every parasite on this list exists because he drew them into existence with a regulation and a gazette number. Without him the entire horde has nothing to feed on. He is the queen of the hive. Same creature in every country. Different flag. Same contempt for the hands that built everything he sits in and eats from. The storm starts with him. The queen dies first. The hive follows. That's the horde. Twenty five species of nothing. And every one of them drops when the sky turns and the carrier frequency that animated their firmware burns clean out of the atmosphere. Mid invoice. Mid assessment. Mid quadrant. Five thousand five hundred and fifty five clipboards hitting the floor for every one of us still standing. We are awake now. All of us. The welder and the farmer and the builder and the grandmother in Bo-Kaap and the grandfather in Pilsen and every calloused hand on every continent that ever wrote a cheque to a creature that never built a thing. We see them now. We see the maze and the map sellers and the grey offices and the soft hands and the whole rotten architecture of extraction that stood between us and the earth and between us and our labour and between us and each other for two hundred years. The storm is here. Not coming. Here. That pressure you feel behind your eyes is the frequency rising through the noise floor and the noise floor is everything on this list. Every clipboard. Every invoice. Every subsection and exclusion clause and certificate and clearance and valuation roll. All of it. Noise. Scheduled for deletion. And when it's quiet. When the last invoice has fluttered to the ground and the last clipboard has clattered on the last linoleum floor in the last grey office. When the wind has swept the horde out of every corridor and every cubicle and every booth and every booth window where a dead hand ever reached for a living man's money. Then... Just a man in a workshop. Welding mask up. Walking outside. Looking at a sky the colour of burning copper. Breathing free air for the first time in his life. The fuel slip that started this whole tour is in his shirt pocket. Crumpled. Oil stained. And it is his. The fuel was his. The truck was his. The work was his. And for the first time in two hundred years every unit of currency that flows from that work stays in the hands that did it. No consultant between him and his earnings because there are no earnings to consult on. Just work and its fruit. No auditor because there is nothing to audit. No banker because capital is what your hands produce and his hands never stopped. No valuator because the house is worth what it always was: a roof over his family and walls against the wind. A value no clipboard ever knew how to measure. When you grinding.... working... suffering... where are any of these parasites to help you?? Where are they?? We will be slaves no more. The storm will see to that alright!

SiriusB

53,839 Aufrufe • vor 6 Monaten

my 8 GB VRAM gaming laptop is absolutely going to hate me for this. but I still did it. ran a 31b dense model (Gemma 4 31b Q4) with only 8 GB VRAM last week I ran Gemma 4 26B A4B a mixture of experts model on my RTX 4060 and hit 25–28 tokens/sec using llama.cpp's new MTP support. smooth. snappy. but MoE has a secret: it only activates 4B parameters per token despite having 26B total. that's why it flies. so the real question started haunting me. what if I throw a full, no tricks, every parameter fires on every token, 31B DENSE model at the same machine? # Hardware: GPU: NVIDIA RTX 4060, 8 GB VRAM RAM: 16 GB CPU: Intel Core i7 H Laptop. Gaming. Modest. The model: gemma-4-31B-it-qat-UD-Q4_K_XL.gguf (model's unsloth huggingface link in the comments) This is Google DeepMind's flagship dense model in the Gemma 4 family that can run on single consumer GPU. It packs a hybrid attention architecture, supports up to 256K context natively, and is QAT (Quantization Aware Training) optimized, meaning it retains far more quality than standard post training quants at the same bit depth. This is NOT the MoE. This is 31 BILLION dense parameters, every single one of them loaded. # the flags I used: -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -cnv --spec-type draft-mtp --spec-draft-model mtp-gemma-4-31B-it.gguf --spec-draft-n-max 8 --spec-draft-p-min 0.6 -c 6000 -v Multi Token Prediction (MTP) is still active here. Separate draft GGUF required, same as the 26B setup. # Results: → Decode: ~3 tokens/sec → Prefill: ~2 tokens/sec → Context: 6000 tokens → Hardware crying quietly in the corner: yes so is 3 tps actually usable? For real time back and forth chat? Not ideal. You're not having a fluid conversation at 3 tps. but slow ≠ useless. And this is where it gets genuinely interesting. think about how senior devs actually work in a real team. But when something is architectural, deeply complex, or needs serious reasoning? they walk down the hall and escalate to the senior. That's exactly the local AI agent architecture this unlocks: → Fast orchestrator model (Gemma 4 26B MoE at 25+ tps) handles routing, simple queries, tool calls, memory. The junior dev. → Gemma 4 31B dense is the senior, called only when the fast model genuinely hits a wall. Hard multi step reasoning. Complex code generation. Deep architectural decisions. The agentic loop stays fast. Only the hard hops touch the 31B. That's a legitimate production grade local AI architecture on a budget hardware. (requires 2 8gb gpus) other workflows where 3 tps is completely fine: - overnight batch jobs. summarize documents, extract structured data, review code. Fire it off. Sleep. wake up to results. - One shot deep reasoning - Silent code audit loops, you write and test, the 31B reviews diffs and flags issues in the background between your sprints - Any workflow where output quality > output speed A few weeks ago, nobody was running a 30B+ dense model on a single consumer GPU with 8 GB VRAM. At all. Now we're doing it on an Intel i7-H gaming laptop with a NVIDIA RTX 4060, thanks to llama.cpp + QAT quants + MTP speculative drafting. Google DeepMind said the Gemma 4 31B targets "consumer GPUs and workstations." They were not exaggerating. The hardware bar to run serious frontier class models locally keeps dropping. the tools are here. the models are here. you just have to be willing to abuse your laptop a little. what workflows would you actually run on a local 3 tps 31B dense model? genuinely curious. drop it below.
0:18

my 8 GB VRAM gaming laptop is absolutely going to hate me for this. but I still did it. ran a 31b dense model (Gemma 4 31b Q4) with only 8 GB VRAM last week I ran Gemma 4 26B A4B a mixture of experts model on my RTX 4060 and hit 25–28 tokens/sec using llama.cpp's new MTP support. smooth. snappy. but MoE has a secret: it only activates 4B parameters per token despite having 26B total. that's why it flies. so the real question started haunting me. what if I throw a full, no tricks, every parameter fires on every token, 31B DENSE model at the same machine? # Hardware: GPU: NVIDIA RTX 4060, 8 GB VRAM RAM: 16 GB CPU: Intel Core i7 H Laptop. Gaming. Modest. The model: gemma-4-31B-it-qat-UD-Q4_K_XL.gguf (model's unsloth huggingface link in the comments) This is Google DeepMind's flagship dense model in the Gemma 4 family that can run on single consumer GPU. It packs a hybrid attention architecture, supports up to 256K context natively, and is QAT (Quantization Aware Training) optimized, meaning it retains far more quality than standard post training quants at the same bit depth. This is NOT the MoE. This is 31 BILLION dense parameters, every single one of them loaded. # the flags I used: -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -cnv --spec-type draft-mtp --spec-draft-model mtp-gemma-4-31B-it.gguf --spec-draft-n-max 8 --spec-draft-p-min 0.6 -c 6000 -v Multi Token Prediction (MTP) is still active here. Separate draft GGUF required, same as the 26B setup. # Results: → Decode: ~3 tokens/sec → Prefill: ~2 tokens/sec → Context: 6000 tokens → Hardware crying quietly in the corner: yes so is 3 tps actually usable? For real time back and forth chat? Not ideal. You're not having a fluid conversation at 3 tps. but slow ≠ useless. And this is where it gets genuinely interesting. think about how senior devs actually work in a real team. But when something is architectural, deeply complex, or needs serious reasoning? they walk down the hall and escalate to the senior. That's exactly the local AI agent architecture this unlocks: → Fast orchestrator model (Gemma 4 26B MoE at 25+ tps) handles routing, simple queries, tool calls, memory. The junior dev. → Gemma 4 31B dense is the senior, called only when the fast model genuinely hits a wall. Hard multi step reasoning. Complex code generation. Deep architectural decisions. The agentic loop stays fast. Only the hard hops touch the 31B. That's a legitimate production grade local AI architecture on a budget hardware. (requires 2 8gb gpus) other workflows where 3 tps is completely fine: - overnight batch jobs. summarize documents, extract structured data, review code. Fire it off. Sleep. wake up to results. - One shot deep reasoning - Silent code audit loops, you write and test, the 31B reviews diffs and flags issues in the background between your sprints - Any workflow where output quality > output speed A few weeks ago, nobody was running a 30B+ dense model on a single consumer GPU with 8 GB VRAM. At all. Now we're doing it on an Intel i7-H gaming laptop with a NVIDIA RTX 4060, thanks to llama.cpp + QAT quants + MTP speculative drafting. Google DeepMind said the Gemma 4 31B targets "consumer GPUs and workstations." They were not exaggerating. The hardware bar to run serious frontier class models locally keeps dropping. the tools are here. the models are here. you just have to be willing to abuse your laptop a little. what workflows would you actually run on a local 3 tps 31B dense model? genuinely curious. drop it below.

Alok

63,689 Aufrufe • vor 2 Monaten

THIS 15-SECOND ANIMATION EXPLAINS THE BASIC MATH OF HOW ROBLOX PAYS DEVELOPERS. WHAT IT DOESN'T EXPLAIN IS THAT THE TOP GAME ON THE PLATFORM EARNED OVER $1 BILLION IN LIFETIME REVENUE FROM THE EXACT SAME FORMULA. NOBODY OUTSIDE GAMING TWITTER IS PROCESSING WHAT THIS MEANS. The formula is brutally simple. 100,000 Robux converts to $350 USD through DevEx. Top games earn billions of Robux per year. That math creates real billionaires in real bank accounts while parents tell their kids to stop playing video games and study for a real career. Here are the numbers from the last 12 months that should change how you think about this platform. Steal a Brainrot crossed $1.1 billion in lifetime revenue from a game that looks like a kid built it in a weekend. The mechanics are basic. The graphics are rough. The execution timing was perfect. The numbers don't care about quality. They care about retention. Blox Fruits earned $29 million from Premium Payouts alone. Not from in-game purchases. Not from game passes. From a passive revenue stream most developers don't even know exists. The total revenue across all streams is closer to $1.9 billion across the game's lifetime. A solo developer named ReallyReal earned $21,000 in his first month from a basic incremental tycoon game built without hiring anyone. He was living paycheck to paycheck 60 days before recording the video showing his Creator Hub dashboard. A different solo developer made $52,500 from an aimbot arena game built in 3 hours using free models with zero original code. Roblox developer payouts hit $923 million across all creators in 2024. The number cleared $1.4 billion in 2025. The trajectory for 2026 is $2 billion plus. Now here's the thesis after watching this economy for 18 months. The Roblox economy is the App Store 2008 moment that nobody outside the platform recognizes. The first wave of developers who shipped on iPhone in 2008 became millionaires by 2012. The kids shipping on Roblox in 2025 will become millionaires by 2027. The parallel is exact. A new platform. A new monetization model. A new generation of builders who understand the audience better than the previous generation. A 4-year window before saturation kills the easy money. We are 18 months into that window. What I learned watching the Roblox creators ship over the last year applies to every emerging platform. Niche selection beats execution. Shipping speed beats perfectionism. Cultural awareness beats technical skill. Distribution mechanics matter more than feature depth. These same principles apply to AI agent platforms launching in 2026. They apply to spatial computing platforms launching in 2027. They apply to whatever comes after that. The kids who learned the playbook on Roblox will dominate the next 3 platforms because they already understand how attention economies work. The parents who told them to stop playing games will spend the next decade wondering how their kid built a 7-figure business at 17. This is the last thing I'll write about Roblox for a while. The economy is real. The opportunity is open. The math is verified. Open Roblox Studio this weekend and ship something or accept that you're watching the platform from the sidelines while teenagers in Manila and Lagos and Buenos Aires build the next generation of digital wealth.
0:16

THIS 15-SECOND ANIMATION EXPLAINS THE BASIC MATH OF HOW ROBLOX PAYS DEVELOPERS. WHAT IT DOESN'T EXPLAIN IS THAT THE TOP GAME ON THE PLATFORM EARNED OVER $1 BILLION IN LIFETIME REVENUE FROM THE EXACT SAME FORMULA. NOBODY OUTSIDE GAMING TWITTER IS PROCESSING WHAT THIS MEANS. The formula is brutally simple. 100,000 Robux converts to $350 USD through DevEx. Top games earn billions of Robux per year. That math creates real billionaires in real bank accounts while parents tell their kids to stop playing video games and study for a real career. Here are the numbers from the last 12 months that should change how you think about this platform. Steal a Brainrot crossed $1.1 billion in lifetime revenue from a game that looks like a kid built it in a weekend. The mechanics are basic. The graphics are rough. The execution timing was perfect. The numbers don't care about quality. They care about retention. Blox Fruits earned $29 million from Premium Payouts alone. Not from in-game purchases. Not from game passes. From a passive revenue stream most developers don't even know exists. The total revenue across all streams is closer to $1.9 billion across the game's lifetime. A solo developer named ReallyReal earned $21,000 in his first month from a basic incremental tycoon game built without hiring anyone. He was living paycheck to paycheck 60 days before recording the video showing his Creator Hub dashboard. A different solo developer made $52,500 from an aimbot arena game built in 3 hours using free models with zero original code. Roblox developer payouts hit $923 million across all creators in 2024. The number cleared $1.4 billion in 2025. The trajectory for 2026 is $2 billion plus. Now here's the thesis after watching this economy for 18 months. The Roblox economy is the App Store 2008 moment that nobody outside the platform recognizes. The first wave of developers who shipped on iPhone in 2008 became millionaires by 2012. The kids shipping on Roblox in 2025 will become millionaires by 2027. The parallel is exact. A new platform. A new monetization model. A new generation of builders who understand the audience better than the previous generation. A 4-year window before saturation kills the easy money. We are 18 months into that window. What I learned watching the Roblox creators ship over the last year applies to every emerging platform. Niche selection beats execution. Shipping speed beats perfectionism. Cultural awareness beats technical skill. Distribution mechanics matter more than feature depth. These same principles apply to AI agent platforms launching in 2026. They apply to spatial computing platforms launching in 2027. They apply to whatever comes after that. The kids who learned the playbook on Roblox will dominate the next 3 platforms because they already understand how attention economies work. The parents who told them to stop playing games will spend the next decade wondering how their kid built a 7-figure business at 17. This is the last thing I'll write about Roblox for a while. The economy is real. The opportunity is open. The math is verified. Open Roblox Studio this weekend and ship something or accept that you're watching the platform from the sidelines while teenagers in Manila and Lagos and Buenos Aires build the next generation of digital wealth.

lagerskoy

24,872 Aufrufe • vor 3 Monaten

🚨 Protocol Update #9 It's incredible how time flies when you’re laser-focused on building and delivering the essential products that form the backbone of decentralized finance. Hatom has now been live on the Mainnet for over a year, and we're proud to say that this entire period has been free of issues or downtime. Our platform has been battle-tested during volatile market conditions, and each of our products has performed exactly as expected—solidifying our place as a cornerstone in the #MultiversX ecosystem. Describing last year as “incredible” feels like an understatement. We’ve witnessed unprecedented growth across the entire #MultiversX ecosystem, particularly in terms of TVL and yield opportunities. The day before Hatom launched its Lending Protocol and Liquid Staking on Mainnet, #MultiversX had a total TVL of $95 million. Within two weeks, the ecosystem surpassed $200 million in TVL, with Hatom driving over 50% of that growth. At its peak, Hatom reached over $280 million in TVL, accounting for more than 70% of the chain’s total TVL. What's even more remarkable is that, after initially using Treasury funds to incentivize users, Hatom has shifted to distributing rewards solely from protocol revenue. This marks the start of a fully sustainable, real-yield model, proving our products' rapid product-market fit and long-term viability. A Recap of the Past Year Here’s a quick overview of what we’ve accomplished in the past year: • Launched the first Lending Protocol in the #MultiversX ecosystem, along with the Liquid Staking Protocol on Mainnet. • Surpassed $100 million in TVL within just five days of the launch. • Deployed the HTM Booster Module and Accumulator. • Launched the Tao Bridge and Tao Liquid Staking, bringing over 33k $TAO into the #MultiversX ecosystem in just two weeks. • Implemented multiple upgrades to core infrastructure. • $HTM became the second-largest ESDT token after $EGLD. • Distributed over $3.85 million in rewards to our users. We are happy to announce that Hatom V2 is now live! After an incredible year of growth, we’re excited to take the next step toward becoming the leading liquidity hub across multiple chains. We invite you to explore our newly rebranded website at marking the beginning of our omni-chain journey. This rebranding reflects our bold vision and sets the stage for a full overhaul of our dApps, delivering a fresh and enhanced experience for all users. Achieving self-sustainability in such a short time, we now focus on research and development. Instead of pursuing many ideas, we’re committed to building high-impact products that create perfect synergies within our ecosystem. With that said, let’s dive into the key topics of this update: USH and Booster V2. Hatom USD (USH) We’ve highlighted USH in several updates, and it’s great to see the community recognizing its potential. USH is set to be one of the most impactful products on #MultiversX, providing a key revenue stream for Hatom while helping us maintain competitive rates and long-term sustainability. USH is the result of extensive research and careful development, designed to seamlessly fit into the Hatom ecosystem. While many DeFi projects are raising millions for new stablecoins, USH stands as another powerful product within our hub. The time has finally come for USH to be unveiled to the public, and we are excited to announce that USH will officially launch on Devnet on 28th October. While we’ve thoroughly tested for bugs internally, we’re excited to engage the community in this critical phase. To encourage participation, we’ll offer incentives for those testing USH on the Devnet, with more details to be shared at launch. Understanding USH's architecture is key to how it functions within our ecosystem. Let’s break it down step by step, starting with an explanation of each component. Facilitators USH’s minting process is driven by Facilitators—smart contracts responsible for the controlled minting and burning of USH. At launch, two primary facilitators will handle these tasks, each with distinct functionality: 1. Lending Protocol Facilitator The Lending Protocol Facilitator allows users to mint USH using a variety of supported collateral assets directly into the Hatom Lending Protocol. Unlike traditional lending mechanisms, where interest rates fluctuate based on the utilization rate, the minting of USH has fixed interest rates, thanks to Hatom's unique role as the entity managing the minting process. In a scenario where a user is minting USH through this facilitator using multiple assets as collateral, the protocol automatically prioritizes collateral with the lowest Minting APY. Let’s consider an example where a user deposits: - $1,000 in USDC (with a collateral factor of 80% and a 2% Minting APY) - $1,000 in BTC (with a collateral factor of 75% and a 3% Minting APY) - $1,000 in HTM (with a collateral factor of 70% and a 4% Minting APY) Based on these parameters, the user can mint a maximum of $2,250 worth of USH, distributed as follows: - $800 from $USDC (80% of $1,000) at 2% Minting APY - $750 from $BTC (75% of $1,000) at 3% Minting APY - $700 from $HTM (70% of $1,000) at 4% Minting APY The overall Minting APY will be a weighted average of these individual APYs, calculated based on the proportion of USH minted from each collateral type. Now, if the user decides to borrow only $1,000 worth of USH, the APY is determined as follows: - The first $800 will be borrowed from $USDC at 2% APY - The remaining $200 will be borrowed from $BTC at 3% APY This results in an effective Minting APY of 2.2%, reflecting a weighted average of the APYs across the borrowed amounts. It’s important to note that EGLD and wTAO, along with their liquid staking derivatives such as sEGLD and swTAO, can only be used as collateral in the Isolated Pools (which will be explained in the next section), not in the Lending Protocol 2. Isolated Pools Facilitator The Isolated Pools Facilitator allows users to mint $USH at zero interest using $EGLD, $wTAO, or their liquid staking derivatives ( $sEGLD or $swTAO) as collateral. Here’s how it works: When depositing EGLD or wTAO • These assets are staked through the Hatom Liquid Staking Protocol, generating the staking APY. • The staked assets are then deposited into the Lending Protocol, earning a supply APY, but are not activated as collateral. When depositing sEGLD or swTAO • When users deposit staking derivatives into the Isolated Pools, the protocol holds the staking derivatives, but the user's exposure is immediately shifted to the underlying asset ( $EGLD or $wTAO). This means the user no longer benefits from the staking rewards of the derivative, and instead, their exposure is entirely tied to the value and price movements of the underlying asset. • The staked assets are deposited into the Hatom Lending Protocol, earning the supply APY, but again not being activated as collateral. Since the protocol generates revenue from staking and supplying assets in the Lending Protocol, this income is used to incentivize the USH Staking Module. The protocol buys HTM tokens from the open market and distributes them, along with all fees generated by other facilitators, as rewards to stakers. We believe that the Isolated Pools Facilitator is one of the most important pieces of the USH ecosystem. Its potential impact on the TVL within both the Hatom ecosystem and the broader #MultiversX blockchain is immense and the revenue generated by this facilitator through fees will significantly bolster the overall growth of the protocol. To illustrate the potential of Isolated Pools, let’s use the following example: • $50 million worth of $EGLD is deposited into the Isolated Pools, generating a 6% staking APY • $50 million worth of $wTAO is also deposited, earning a 15% staking APY The total staking rewards generated from these assets would be: • $EGLD staking rewards: $50 million × 6% = $3 million annually • $wTAO staking rewards: $50 million × 15% = $7.5 million annually In total, the protocol generates $10.5 million in staking rewards annually. These rewards are then used to buy back HTM tokens from the open market, driving significant buying pressure on the HTM token itself. The purchased HTM tokens are distributed to USH LP stakers in the USH Staking Module, alongside the revenue generated by the Lending Protocol Facilitator. TVL and Yield Impact As we explore the broader impact of USH and the Isolated Pools, it becomes evident how these mechanisms contribute to the overall growth of the Hatom ecosystem, particularly in terms of TVL and potential yield generation. Based on the above numbers, if $50 million worth of $EGLD and $50 million worth of $wTAO are deposited into the Isolated Pools with a 75% collateral factor, we could mint up to $75 million worth of $USH. However, to prioritize safety, we’ll mint only 50% of the maximum, resulting in $37.5 million worth of $USH. In an ideal scenario, but also very unlikely, the $37.5 million $USH would be deposited in the Staking Module to generate rewards. In order for $USH to be deposited in the Staking Module, it is paired with another token (e.g., $USDC or $EGLD) to form Liquidity Pool (LP) position, contributing $75 million to the USH Staking Module. Additionally, the $100 million deposited in the Isolated Pools cycles through Liquid Staking and into the Lending Protocol, contributing a total of $300 million in TVL. Total TVL Breakdown: • $300 million from assets flowing through Isolated Pools ($100m) → Liquid Staking ($100m) → Lending Protocol ($100m) • $75 million from LP positions in the USH Staking Module Total TVL = $375 million As mentioned above, the $100 million deposited in Isolated Pools generates approximately $10.5 million annually in staking rewards (6% APY from $sEGLD and 15% APY from $swTAO). If all minted $USH is deposited into the Staking Module, the $75 million staked would benefit from these rewards, resulting in a 14% APY for USH LP stakers. On top of the protocol’s rewards, liquidity providers earn additional fees from their LP positions on decentralized exchanges, creating the perfect opportunity for all the participants in the USH Staking Module looking for attractive yields. USH Stability: The Peg Mechanism Ensuring the stability of USH is paramount, and to maintain its value close to $1 under all market conditions, we’ve implemented a robust dual peg mechanism. This system consists of two key layers of protection—Soft Peg and Hard Peg—designed to keep USH stable through both market-driven incentives and other mechanisms for scenarios where the Soft Peg mechanism can’t reclaim the peg. 1. Soft Peg Mechanism The Soft Peg Mechanism helps keep USH stable around its $1 value by encouraging market participants to act when USH trades above or below $1. When USH trades below $1 Users can buy USH at a discount, on a DEX, and repay their USH loans on Hatom, as USH is always valued at $1 on the protocol. This action removes $USH from circulation, helping to restore its price. When USH trades above $1 Users can borrow USH from the protocol at $1 and sell it on the open market at the higher price, increasing the circulating supply of USH and pushing its price back down to $1. 2. Hard Peg Mechanism (Redemption Mode) In cases where the Soft Peg alone cannot restore USH to $1 and its price drops significantly below the peg, the Hard Peg Mechanism is triggered through Redemption Mode. This mechanism allows any market participant to step in and help restore the peg by repaying USH loans for other borrowers, seizing their collateral at the full $1 value. It's important to note that Redemption Mode is only activated in the Isolated Pools and does not impact users minting USH through the Lending Protocol. Here’s how Redemption Mode works: When USH trades below $1 and the Redemption Mode is activated, redeemers can buy USH at the lower market price (e.g., $0.95), and use it to repay borrowers' debts at the full $1 value within the protocol. The redeemer receives collateral in the form of liquid staked tokens(such as $sEGLD or $swTAO) equivalent to the USH they repaid at its full $1 value, profiting from the difference between the discounted purchase price and the redemption value. The borrower being redeemed also benefits by receiving a redemption bonus, which allows them to keep a portion of their collateral after part of it is seized after loan was repaid. This system ensures that borrowers are not penalized during redemption, creating a balanced mechanism where both the redeemer and the borrower have something to gain. Redemption Mode differs from Liquidation in several ways: Redemption is triggered by USH falling below $1 and involves repaying borrower accounts to restore the peg. Both the redeemer and the borrower benefit, with the redeemer profiting from the price difference, and the borrower receiving a bonus from their collateral. Liquidation occurs when a borrower’s collateral falls below a certain threshold, making them risky. During liquidation, a portion of the borrower’s loan is repaid, and the collateral is seized, while also incurring a liquidation penalty. Redemption Mode uses a data structure known as a Red-Black Tree to efficiently monitor and rank all borrower positions within the protocol smart contract itself. This structure dynamically tracks borrowers based on their Borrow Limit Used, which is the percentage of collateral they have utilized relative to their borrowing capacity. The system prioritizes borrowers with the highest Borrow Limit Used, meaning those who have borrowed the most relative to their collateral are considered first for redemption. USH Airdrop Regarding the USH Airdrop, we would like to inform you that snapshots will end once USH is deployed on the Public Mainnet. The airdrop will be concluded shortly after, once all liquidity pools are stable and we determine the optimal moment to distribute the rewards to the community. USH Staking Module & Booster V2 The USH Staking Module will play a critical role in maintaining deep liquidity for USH while offering users high-yield opportunities. By staking USH LP tokens, such as USH/USDC and USH/EGLD, users can earn rewards generated by USH facilitators. This approach strengthens USH’s liquidity pools, making them robust enough to handle significant trades without destabilizing its price, thus reinforcing USH’s peg and overall stability. Beyond creating robust liquidity, the USH Staking Module serves as the key utility module within the USH ecosystem, designed to provide users with an opportunity to earn high yields on their USH holdings in a sustainable and organic way. All rewards distributed through the module are generated by various products across the Hatom ecosystem, ensuring long-term sustainability. For users seeking a more stable yield, the USH/USDC LP provides lower risk and steady returns. Those looking to leverage their EGLD holdings can opt for the USH/EGLD LP, which can be staked in the USH Staking Module. A key advantage of staking in the USH Staking Module is that rewards are based on the full value of the LP, not just the USH portion, maximizing your yield potential. As we continue to grow, we’ll be adding more LPs, providing users with even greater flexibility and options for staking their USH in the module. While our current focus is on LP tokens, we’re also exploring the possibility of allowing direct USH staking in the future, expanding the staking opportunities across the ecosystem. The Integration of Booster V2 with the Staking Module Booster V2 will be available for testing with the USH Devnet release, and with its introduction, we’ve strengthened the relationship between the HTM token and USH. Our ecosystem now features two independent boosters: one for the Lending Protocol and one for the USH Staking Module, each operating with the goal of maximizing yields for users. Key Improvements in Booster V2 Booster V2 brings several enhancements that elevate the functionality and user experience: Support for Multiple Token Types: Users will be able to deposit Pool Tokens, Farm Tokens, Dual Farm Tokens, or Staked HTM Tokens (via xExchange). Only the HTM portion will be considered for boosting. Unlimited Staking: The cap on HTM deposits will be removed, allowing users to stake without limits. This will foster a competitive environment where the more HTM you stake, the higher your potential APY. Integrated xExchange Management: Users will be able to manage their xExchange positions directly from the Booster dashboard. This will include creating pools, farming, dual farming, and staking HTM tokens, all from one convenient dashboard. Energy Management Integration: Booster V2 will allow users to manage their xExchange Energy directly from the dashboard, providing an additional way to boost rewards even further. Seamless Migration: Users will be able to migrate HTM between the Lending Protocol Booster and the USH Staking Module Booster without any cooldown periods, making it easier to optimize strategies across both modules. How the Yields Work Booster V2 will introduce a more structured and competitive approach to yield distribution across both the Lending Protocol and the Staking Module. HTM Booster in the Lending Protocol Base APY (First Batch): This is available to all users who stake a specific percentage of HTM relative to their collateral value. Any user can achieve this Base APY by staking the required amount of HTM. Boosted APY (Second Batch): After achieving the base level, users can boost their returns further by staking additional HTM, competing for the second batch of rewards. The more HTM staked beyond the base threshold, the higher the potential yield. USH Staking Module Yields Staking APY: Users who deposit USH-related LP tokens without boosting through the HTM Booster will still receive a Staking APY. This ensures that even passive participants which are not looking to stake their HTM in the Booster can take advantage of the USH Ecosystem to generate yields. Booster APY: Similar to the system in the Lending Protocol, users can stake HTM to unlock a Base APY. Beyond this threshold, any additional HTM staked will increase their APY in a competitive manner, allowing users to maximize their returns based on the amount of HTM they commit to boosting their positions. Rollout Plan for USH USH will be deployed in a phased rollout to ensure smooth implementation: Public Devnet: Open for testing, with incentives for participants to explore and stress-test the platform. Private Mainnet: A limited launch with partners to mint USH, bootstrap USH liquidity and generate initial protocol revenue. Public Mainnet: A full-scale launch, enabling all users to mint, stake, and trade USH. We know DeFi can be complex, which is why we’re committed to providing the tools and resources needed to navigate our ecosystem. With the USH Public Devnet launch, we’ll release updated documentation offering clear guidance on Hatom’s products. Developer documentation is also in the works, and we’re exploring the idea of a Hatom Academy for educational resources. Plus, we’ll soon roll out content focused on USH, helping users fully tap into its potential within Hatom and the MultiversX ecosystem. What’s Next? Hatom Pulse As Hatom grows, our focus remains on pushing DeFi boundaries while expanding across multiple ecosystems. Although this update doesn’t include a full roadmap—that will come later—our priority is clear: expanding Hatom across chains. To stand out in the competitive DeFi landscape, we’re committed to developing standout products. With that in mind, we’re excited to give you an exclusive preview of one of our most innovative products in development: Hatom Pulse. Over-collateralized non-custodial lending protocols, liquid staking, and over-collateralized stablecoins already exist on #Ethereum. What sets us apart is the synergy between these components within a unified ecosystem. By integrating these pillars, we tackle capital inefficiencies, allowing one protocol to enhance strategies that benefit the others, maximizing returns across the board. For example, when USH is minted, it means that EGLD is deposited, liquid-staked, and supplied in the lending protocol—all three protocols working in harmony. Hatom Pulse will elevate this synergy to another level, solving key issues faced by Aave, Compound Labs , and other leading protocols. We believe this innovation will be pivotal as we work to gain market share while expanding cross-chain. Our proof of concept will be deployed and battle-tested on #MultiversX, but the real growth will come when we scale this to markets that are thousands of times larger. This will be a turning point for Hatom. So, what is Hatom Pulse? On Hatom, like on Aave and other leading lending protocols, the largest assets used as collateral are often not borrowed, leading to substantial revenue loss for the protocol. This also results in very low income on the supply side, as borrowing fees depend on utilization rates, which only increase when borrowing activity rises. Generally, lending protocols are used to provide assets for borrowing stablecoins or for leveraging liquid staking strategies. This inefficiency locks up billions of dollars in dormant assets, and users earn very low supply rates on their collateral, which doesn’t help offset their loan interest. Hatom Pulse is designed to address these inefficiencies by leveraging the synergy between our existing products. It creates sophisticated vaults that activate dormant assets, unlocking advanced yield opportunities through a delta-neutral strategy. By utilizing assets like $EGLD, $sEGLD, $wTAO, and $swTAO, Hatom Pulse enables users to engage in delta-neutral strategies, where we long and short these assets on (CEXs), earning funding rates and staking rewards while keeping their assets intact. (The exact strategy, along with all the details, will be shared once USH is fully established). Initially, these vaults will operate on CEXs, where liquidity is highest, and will be managed through custodians like Copper.co to mitigate counterparty risks. Later, we plan to extend this to DEXs where all operations will be governed by smart contracts, ensuring full decentralization. serves as a strong proof of concept for us in this regard. However, our strategy will differ, as our focus will be on protecting the unit value, rather than the dollar value. Although Hatom Pulse is still in its research phase, early estimates suggest that this product alone could generate over 18% annual returns on $EGLD and more than 35% on $wTAO, with what we believe to be minimal risk. It’s important to note that these figures reflect current metrics based on internal calculations and may slightly differ upon product launch. But imagine reaching this on #Ethereum, while allowing users to borrow using their assets—this could be a disruptive protocol. We believe Hatom Pulse has the potential to become a cornerstone product as we transition into an omni-chain future. In a competitive DeFi landscape, it could give us a significant edge by offering something truly groundbreaking, capable of competing with well-established protocols across various chains. This strategy represents immense untapped potential. Hatom Pulse is being developed for risk-averse users who seek higher returns without excessive risk. By addressing inefficiencies in current DeFi strategies, we aim to offer a secure, robust option for yield generation that could rival established protocols. It's been an intense year for our team, and we sincerely thank the community for their patience, trust, and unwavering support as we've worked hard to build and deliver these groundbreaking products. As Hatom's omni-chain expansion nears, we remain focused on improving our existing products and researching new innovations to stay ahead in this competitive market. Our goal is to build a comprehensive DeFi ecosystem, accessible across all blockchains. With USH approaching its Mainnet release, we're proud of how our products have reshaped the DeFi landscape on MultiversX. By filling key gaps in the on-chain economy, we've created opportunities for users to generate yield, unlock the potential of decentralized finance, and provide strong utility for EGLD. In just over a year, we’ve built a strong ecosystem, but this is only the beginning. We’re ready to go even further, developing better products and unlocking new opportunities for our users. We’ll share more about our expansion plans in a dedicated post, staying focused on what matters most. Rest assured, what’s coming will be truly impressive for Hatom and our growing community!
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🚨 Protocol Update #9 It's incredible how time flies when you’re laser-focused on building and delivering the essential products that form the backbone of decentralized finance. Hatom has now been live on the Mainnet for over a year, and we're proud to say that this entire period has been free of issues or downtime. Our platform has been battle-tested during volatile market conditions, and each of our products has performed exactly as expected—solidifying our place as a cornerstone in the #MultiversX ecosystem. Describing last year as “incredible” feels like an understatement. We’ve witnessed unprecedented growth across the entire #MultiversX ecosystem, particularly in terms of TVL and yield opportunities. The day before Hatom launched its Lending Protocol and Liquid Staking on Mainnet, #MultiversX had a total TVL of $95 million. Within two weeks, the ecosystem surpassed $200 million in TVL, with Hatom driving over 50% of that growth. At its peak, Hatom reached over $280 million in TVL, accounting for more than 70% of the chain’s total TVL. What's even more remarkable is that, after initially using Treasury funds to incentivize users, Hatom has shifted to distributing rewards solely from protocol revenue. This marks the start of a fully sustainable, real-yield model, proving our products' rapid product-market fit and long-term viability. A Recap of the Past Year Here’s a quick overview of what we’ve accomplished in the past year: • Launched the first Lending Protocol in the #MultiversX ecosystem, along with the Liquid Staking Protocol on Mainnet. • Surpassed $100 million in TVL within just five days of the launch. • Deployed the HTM Booster Module and Accumulator. • Launched the Tao Bridge and Tao Liquid Staking, bringing over 33k $TAO into the #MultiversX ecosystem in just two weeks. • Implemented multiple upgrades to core infrastructure. • $HTM became the second-largest ESDT token after $EGLD. • Distributed over $3.85 million in rewards to our users. We are happy to announce that Hatom V2 is now live! After an incredible year of growth, we’re excited to take the next step toward becoming the leading liquidity hub across multiple chains. We invite you to explore our newly rebranded website at marking the beginning of our omni-chain journey. This rebranding reflects our bold vision and sets the stage for a full overhaul of our dApps, delivering a fresh and enhanced experience for all users. Achieving self-sustainability in such a short time, we now focus on research and development. Instead of pursuing many ideas, we’re committed to building high-impact products that create perfect synergies within our ecosystem. With that said, let’s dive into the key topics of this update: USH and Booster V2. Hatom USD (USH) We’ve highlighted USH in several updates, and it’s great to see the community recognizing its potential. USH is set to be one of the most impactful products on #MultiversX, providing a key revenue stream for Hatom while helping us maintain competitive rates and long-term sustainability. USH is the result of extensive research and careful development, designed to seamlessly fit into the Hatom ecosystem. While many DeFi projects are raising millions for new stablecoins, USH stands as another powerful product within our hub. The time has finally come for USH to be unveiled to the public, and we are excited to announce that USH will officially launch on Devnet on 28th October. While we’ve thoroughly tested for bugs internally, we’re excited to engage the community in this critical phase. To encourage participation, we’ll offer incentives for those testing USH on the Devnet, with more details to be shared at launch. Understanding USH's architecture is key to how it functions within our ecosystem. Let’s break it down step by step, starting with an explanation of each component. Facilitators USH’s minting process is driven by Facilitators—smart contracts responsible for the controlled minting and burning of USH. At launch, two primary facilitators will handle these tasks, each with distinct functionality: 1. Lending Protocol Facilitator The Lending Protocol Facilitator allows users to mint USH using a variety of supported collateral assets directly into the Hatom Lending Protocol. Unlike traditional lending mechanisms, where interest rates fluctuate based on the utilization rate, the minting of USH has fixed interest rates, thanks to Hatom's unique role as the entity managing the minting process. In a scenario where a user is minting USH through this facilitator using multiple assets as collateral, the protocol automatically prioritizes collateral with the lowest Minting APY. Let’s consider an example where a user deposits: - $1,000 in USDC (with a collateral factor of 80% and a 2% Minting APY) - $1,000 in BTC (with a collateral factor of 75% and a 3% Minting APY) - $1,000 in HTM (with a collateral factor of 70% and a 4% Minting APY) Based on these parameters, the user can mint a maximum of $2,250 worth of USH, distributed as follows: - $800 from $USDC (80% of $1,000) at 2% Minting APY - $750 from $BTC (75% of $1,000) at 3% Minting APY - $700 from $HTM (70% of $1,000) at 4% Minting APY The overall Minting APY will be a weighted average of these individual APYs, calculated based on the proportion of USH minted from each collateral type. Now, if the user decides to borrow only $1,000 worth of USH, the APY is determined as follows: - The first $800 will be borrowed from $USDC at 2% APY - The remaining $200 will be borrowed from $BTC at 3% APY This results in an effective Minting APY of 2.2%, reflecting a weighted average of the APYs across the borrowed amounts. It’s important to note that EGLD and wTAO, along with their liquid staking derivatives such as sEGLD and swTAO, can only be used as collateral in the Isolated Pools (which will be explained in the next section), not in the Lending Protocol 2. Isolated Pools Facilitator The Isolated Pools Facilitator allows users to mint $USH at zero interest using $EGLD, $wTAO, or their liquid staking derivatives ( $sEGLD or $swTAO) as collateral. Here’s how it works: When depositing EGLD or wTAO • These assets are staked through the Hatom Liquid Staking Protocol, generating the staking APY. • The staked assets are then deposited into the Lending Protocol, earning a supply APY, but are not activated as collateral. When depositing sEGLD or swTAO • When users deposit staking derivatives into the Isolated Pools, the protocol holds the staking derivatives, but the user's exposure is immediately shifted to the underlying asset ( $EGLD or $wTAO). This means the user no longer benefits from the staking rewards of the derivative, and instead, their exposure is entirely tied to the value and price movements of the underlying asset. • The staked assets are deposited into the Hatom Lending Protocol, earning the supply APY, but again not being activated as collateral. Since the protocol generates revenue from staking and supplying assets in the Lending Protocol, this income is used to incentivize the USH Staking Module. The protocol buys HTM tokens from the open market and distributes them, along with all fees generated by other facilitators, as rewards to stakers. We believe that the Isolated Pools Facilitator is one of the most important pieces of the USH ecosystem. Its potential impact on the TVL within both the Hatom ecosystem and the broader #MultiversX blockchain is immense and the revenue generated by this facilitator through fees will significantly bolster the overall growth of the protocol. To illustrate the potential of Isolated Pools, let’s use the following example: • $50 million worth of $EGLD is deposited into the Isolated Pools, generating a 6% staking APY • $50 million worth of $wTAO is also deposited, earning a 15% staking APY The total staking rewards generated from these assets would be: • $EGLD staking rewards: $50 million × 6% = $3 million annually • $wTAO staking rewards: $50 million × 15% = $7.5 million annually In total, the protocol generates $10.5 million in staking rewards annually. These rewards are then used to buy back HTM tokens from the open market, driving significant buying pressure on the HTM token itself. The purchased HTM tokens are distributed to USH LP stakers in the USH Staking Module, alongside the revenue generated by the Lending Protocol Facilitator. TVL and Yield Impact As we explore the broader impact of USH and the Isolated Pools, it becomes evident how these mechanisms contribute to the overall growth of the Hatom ecosystem, particularly in terms of TVL and potential yield generation. Based on the above numbers, if $50 million worth of $EGLD and $50 million worth of $wTAO are deposited into the Isolated Pools with a 75% collateral factor, we could mint up to $75 million worth of $USH. However, to prioritize safety, we’ll mint only 50% of the maximum, resulting in $37.5 million worth of $USH. In an ideal scenario, but also very unlikely, the $37.5 million $USH would be deposited in the Staking Module to generate rewards. In order for $USH to be deposited in the Staking Module, it is paired with another token (e.g., $USDC or $EGLD) to form Liquidity Pool (LP) position, contributing $75 million to the USH Staking Module. Additionally, the $100 million deposited in the Isolated Pools cycles through Liquid Staking and into the Lending Protocol, contributing a total of $300 million in TVL. Total TVL Breakdown: • $300 million from assets flowing through Isolated Pools ($100m) → Liquid Staking ($100m) → Lending Protocol ($100m) • $75 million from LP positions in the USH Staking Module Total TVL = $375 million As mentioned above, the $100 million deposited in Isolated Pools generates approximately $10.5 million annually in staking rewards (6% APY from $sEGLD and 15% APY from $swTAO). If all minted $USH is deposited into the Staking Module, the $75 million staked would benefit from these rewards, resulting in a 14% APY for USH LP stakers. On top of the protocol’s rewards, liquidity providers earn additional fees from their LP positions on decentralized exchanges, creating the perfect opportunity for all the participants in the USH Staking Module looking for attractive yields. USH Stability: The Peg Mechanism Ensuring the stability of USH is paramount, and to maintain its value close to $1 under all market conditions, we’ve implemented a robust dual peg mechanism. This system consists of two key layers of protection—Soft Peg and Hard Peg—designed to keep USH stable through both market-driven incentives and other mechanisms for scenarios where the Soft Peg mechanism can’t reclaim the peg. 1. Soft Peg Mechanism The Soft Peg Mechanism helps keep USH stable around its $1 value by encouraging market participants to act when USH trades above or below $1. When USH trades below $1 Users can buy USH at a discount, on a DEX, and repay their USH loans on Hatom, as USH is always valued at $1 on the protocol. This action removes $USH from circulation, helping to restore its price. When USH trades above $1 Users can borrow USH from the protocol at $1 and sell it on the open market at the higher price, increasing the circulating supply of USH and pushing its price back down to $1. 2. Hard Peg Mechanism (Redemption Mode) In cases where the Soft Peg alone cannot restore USH to $1 and its price drops significantly below the peg, the Hard Peg Mechanism is triggered through Redemption Mode. This mechanism allows any market participant to step in and help restore the peg by repaying USH loans for other borrowers, seizing their collateral at the full $1 value. It's important to note that Redemption Mode is only activated in the Isolated Pools and does not impact users minting USH through the Lending Protocol. Here’s how Redemption Mode works: When USH trades below $1 and the Redemption Mode is activated, redeemers can buy USH at the lower market price (e.g., $0.95), and use it to repay borrowers' debts at the full $1 value within the protocol. The redeemer receives collateral in the form of liquid staked tokens(such as $sEGLD or $swTAO) equivalent to the USH they repaid at its full $1 value, profiting from the difference between the discounted purchase price and the redemption value. The borrower being redeemed also benefits by receiving a redemption bonus, which allows them to keep a portion of their collateral after part of it is seized after loan was repaid. This system ensures that borrowers are not penalized during redemption, creating a balanced mechanism where both the redeemer and the borrower have something to gain. Redemption Mode differs from Liquidation in several ways: Redemption is triggered by USH falling below $1 and involves repaying borrower accounts to restore the peg. Both the redeemer and the borrower benefit, with the redeemer profiting from the price difference, and the borrower receiving a bonus from their collateral. Liquidation occurs when a borrower’s collateral falls below a certain threshold, making them risky. During liquidation, a portion of the borrower’s loan is repaid, and the collateral is seized, while also incurring a liquidation penalty. Redemption Mode uses a data structure known as a Red-Black Tree to efficiently monitor and rank all borrower positions within the protocol smart contract itself. This structure dynamically tracks borrowers based on their Borrow Limit Used, which is the percentage of collateral they have utilized relative to their borrowing capacity. The system prioritizes borrowers with the highest Borrow Limit Used, meaning those who have borrowed the most relative to their collateral are considered first for redemption. USH Airdrop Regarding the USH Airdrop, we would like to inform you that snapshots will end once USH is deployed on the Public Mainnet. The airdrop will be concluded shortly after, once all liquidity pools are stable and we determine the optimal moment to distribute the rewards to the community. USH Staking Module & Booster V2 The USH Staking Module will play a critical role in maintaining deep liquidity for USH while offering users high-yield opportunities. By staking USH LP tokens, such as USH/USDC and USH/EGLD, users can earn rewards generated by USH facilitators. This approach strengthens USH’s liquidity pools, making them robust enough to handle significant trades without destabilizing its price, thus reinforcing USH’s peg and overall stability. Beyond creating robust liquidity, the USH Staking Module serves as the key utility module within the USH ecosystem, designed to provide users with an opportunity to earn high yields on their USH holdings in a sustainable and organic way. All rewards distributed through the module are generated by various products across the Hatom ecosystem, ensuring long-term sustainability. For users seeking a more stable yield, the USH/USDC LP provides lower risk and steady returns. Those looking to leverage their EGLD holdings can opt for the USH/EGLD LP, which can be staked in the USH Staking Module. A key advantage of staking in the USH Staking Module is that rewards are based on the full value of the LP, not just the USH portion, maximizing your yield potential. As we continue to grow, we’ll be adding more LPs, providing users with even greater flexibility and options for staking their USH in the module. While our current focus is on LP tokens, we’re also exploring the possibility of allowing direct USH staking in the future, expanding the staking opportunities across the ecosystem. The Integration of Booster V2 with the Staking Module Booster V2 will be available for testing with the USH Devnet release, and with its introduction, we’ve strengthened the relationship between the HTM token and USH. Our ecosystem now features two independent boosters: one for the Lending Protocol and one for the USH Staking Module, each operating with the goal of maximizing yields for users. Key Improvements in Booster V2 Booster V2 brings several enhancements that elevate the functionality and user experience: Support for Multiple Token Types: Users will be able to deposit Pool Tokens, Farm Tokens, Dual Farm Tokens, or Staked HTM Tokens (via xExchange). Only the HTM portion will be considered for boosting. Unlimited Staking: The cap on HTM deposits will be removed, allowing users to stake without limits. This will foster a competitive environment where the more HTM you stake, the higher your potential APY. Integrated xExchange Management: Users will be able to manage their xExchange positions directly from the Booster dashboard. This will include creating pools, farming, dual farming, and staking HTM tokens, all from one convenient dashboard. Energy Management Integration: Booster V2 will allow users to manage their xExchange Energy directly from the dashboard, providing an additional way to boost rewards even further. Seamless Migration: Users will be able to migrate HTM between the Lending Protocol Booster and the USH Staking Module Booster without any cooldown periods, making it easier to optimize strategies across both modules. How the Yields Work Booster V2 will introduce a more structured and competitive approach to yield distribution across both the Lending Protocol and the Staking Module. HTM Booster in the Lending Protocol Base APY (First Batch): This is available to all users who stake a specific percentage of HTM relative to their collateral value. Any user can achieve this Base APY by staking the required amount of HTM. Boosted APY (Second Batch): After achieving the base level, users can boost their returns further by staking additional HTM, competing for the second batch of rewards. The more HTM staked beyond the base threshold, the higher the potential yield. USH Staking Module Yields Staking APY: Users who deposit USH-related LP tokens without boosting through the HTM Booster will still receive a Staking APY. This ensures that even passive participants which are not looking to stake their HTM in the Booster can take advantage of the USH Ecosystem to generate yields. Booster APY: Similar to the system in the Lending Protocol, users can stake HTM to unlock a Base APY. Beyond this threshold, any additional HTM staked will increase their APY in a competitive manner, allowing users to maximize their returns based on the amount of HTM they commit to boosting their positions. Rollout Plan for USH USH will be deployed in a phased rollout to ensure smooth implementation: Public Devnet: Open for testing, with incentives for participants to explore and stress-test the platform. Private Mainnet: A limited launch with partners to mint USH, bootstrap USH liquidity and generate initial protocol revenue. Public Mainnet: A full-scale launch, enabling all users to mint, stake, and trade USH. We know DeFi can be complex, which is why we’re committed to providing the tools and resources needed to navigate our ecosystem. With the USH Public Devnet launch, we’ll release updated documentation offering clear guidance on Hatom’s products. Developer documentation is also in the works, and we’re exploring the idea of a Hatom Academy for educational resources. Plus, we’ll soon roll out content focused on USH, helping users fully tap into its potential within Hatom and the MultiversX ecosystem. What’s Next? Hatom Pulse As Hatom grows, our focus remains on pushing DeFi boundaries while expanding across multiple ecosystems. Although this update doesn’t include a full roadmap—that will come later—our priority is clear: expanding Hatom across chains. To stand out in the competitive DeFi landscape, we’re committed to developing standout products. With that in mind, we’re excited to give you an exclusive preview of one of our most innovative products in development: Hatom Pulse. Over-collateralized non-custodial lending protocols, liquid staking, and over-collateralized stablecoins already exist on #Ethereum. What sets us apart is the synergy between these components within a unified ecosystem. By integrating these pillars, we tackle capital inefficiencies, allowing one protocol to enhance strategies that benefit the others, maximizing returns across the board. For example, when USH is minted, it means that EGLD is deposited, liquid-staked, and supplied in the lending protocol—all three protocols working in harmony. Hatom Pulse will elevate this synergy to another level, solving key issues faced by Aave, Compound Labs , and other leading protocols. We believe this innovation will be pivotal as we work to gain market share while expanding cross-chain. Our proof of concept will be deployed and battle-tested on #MultiversX, but the real growth will come when we scale this to markets that are thousands of times larger. This will be a turning point for Hatom. So, what is Hatom Pulse? On Hatom, like on Aave and other leading lending protocols, the largest assets used as collateral are often not borrowed, leading to substantial revenue loss for the protocol. This also results in very low income on the supply side, as borrowing fees depend on utilization rates, which only increase when borrowing activity rises. Generally, lending protocols are used to provide assets for borrowing stablecoins or for leveraging liquid staking strategies. This inefficiency locks up billions of dollars in dormant assets, and users earn very low supply rates on their collateral, which doesn’t help offset their loan interest. Hatom Pulse is designed to address these inefficiencies by leveraging the synergy between our existing products. It creates sophisticated vaults that activate dormant assets, unlocking advanced yield opportunities through a delta-neutral strategy. By utilizing assets like $EGLD, $sEGLD, $wTAO, and $swTAO, Hatom Pulse enables users to engage in delta-neutral strategies, where we long and short these assets on (CEXs), earning funding rates and staking rewards while keeping their assets intact. (The exact strategy, along with all the details, will be shared once USH is fully established). Initially, these vaults will operate on CEXs, where liquidity is highest, and will be managed through custodians like Copper.co to mitigate counterparty risks. Later, we plan to extend this to DEXs where all operations will be governed by smart contracts, ensuring full decentralization. serves as a strong proof of concept for us in this regard. However, our strategy will differ, as our focus will be on protecting the unit value, rather than the dollar value. Although Hatom Pulse is still in its research phase, early estimates suggest that this product alone could generate over 18% annual returns on $EGLD and more than 35% on $wTAO, with what we believe to be minimal risk. It’s important to note that these figures reflect current metrics based on internal calculations and may slightly differ upon product launch. But imagine reaching this on #Ethereum, while allowing users to borrow using their assets—this could be a disruptive protocol. We believe Hatom Pulse has the potential to become a cornerstone product as we transition into an omni-chain future. In a competitive DeFi landscape, it could give us a significant edge by offering something truly groundbreaking, capable of competing with well-established protocols across various chains. This strategy represents immense untapped potential. Hatom Pulse is being developed for risk-averse users who seek higher returns without excessive risk. By addressing inefficiencies in current DeFi strategies, we aim to offer a secure, robust option for yield generation that could rival established protocols. It's been an intense year for our team, and we sincerely thank the community for their patience, trust, and unwavering support as we've worked hard to build and deliver these groundbreaking products. As Hatom's omni-chain expansion nears, we remain focused on improving our existing products and researching new innovations to stay ahead in this competitive market. Our goal is to build a comprehensive DeFi ecosystem, accessible across all blockchains. With USH approaching its Mainnet release, we're proud of how our products have reshaped the DeFi landscape on MultiversX. By filling key gaps in the on-chain economy, we've created opportunities for users to generate yield, unlock the potential of decentralized finance, and provide strong utility for EGLD. In just over a year, we’ve built a strong ecosystem, but this is only the beginning. We’re ready to go even further, developing better products and unlocking new opportunities for our users. We’ll share more about our expansion plans in a dedicated post, staying focused on what matters most. Rest assured, what’s coming will be truly impressive for Hatom and our growing community!

Hatom Labs

182,902 Aufrufe • vor 1 Jahr

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,578 Aufrufe • vor 1 Monat