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🚀 Dive into StackLords – The Ultimate Skill-Based Blockchain Stacking Game! 🏰🧱✨ Tired of boring GameFi? StackLords brings pure arcade fun with real rewards! 🎮👑 How to Play: Tap at the perfect moment to drop blocks and stack them precisely! 🔄 Perfect alignments keep your tower wide and stable...

14,916 görüntüleme • 6 ay önce •via X (Twitter)

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Have a Bullish Thursday! Let's smash it and have fun while doing it!! Why I'm Bullish on Valeria Games In the ever-evolving landscape of gaming, Valeria Games Games stands out as a trailblazer, seamlessly integrating blockchain technology to offer players unparalleled ownership and immersive experiences. Here's why Valeria Games is capturing the attention of gamers and investors alike: 1. Innovative Gameplay with True Asset Ownership Valeria Games is pioneering the Web3 gaming space by providing players with genuine ownership of in-game assets. This means that items you earn or purchase are truly yours, secured on the blockchain, and can be traded or sold as you see fit. 2. Strategic Partnerships Enhancing the Ecosystem Valeria has forged significant partnerships to bolster its ecosystem: 🔹XAI Foundation: Blockchain Integration 🔹Animoca Brands: $LOV Token Advisor & Investor 🔹SuperVerse: Details TBA 🔹Aethir: Game Accessibility Partner 🔹Arbitrum: KOLs & Ambassadors 🔹Mocaverse: UA Campaign + Game Integration 🔹Snag Solutions: Marketplace 🔹Helika: Engage Campaign 🔹Dynamic: Login-Functionality 🔹VoyceMe: Webcomic 🔹Gamelancer: Web2 Marketing These collaborations not only enhance the game's functionality but also expand its reach and appeal within the gaming community. 3. Diverse and Engaging Product Lineup Valeria Games offers a rich array of products that cater to various gaming preferences: 🔹Valeria: Land Before the War: A free-to-play, real-time strategy game available on iOS and Android. Players can summon Valerians, unlock champions, and engage in various game modes, including dungeons and PvP 🔹Phygital Card Game: This innovative game combines physical card play with digital NFTs. Each card features a QR code, allowing players to redeem it as a digital asset, bridging the gap between physical and digital gaming Webcomic: Land of Valeria: An official webcomic that delves into the enchanting world of Valeria, offering fans a deeper narrative 4. Robust Tokenomics with $VAL and $LOV The ecosystem is powered by two tokens: 🔹$VAL: Used during Season 1 for acquiring cosmetics, booster packs, Valerians, and more. Players can swap $VAL for GEMS at a 50% discount, enhancing in-game progression. Notably, any $VAL spent during Season 1 will be refunded 1:1 as $LOV tokens at the Token Generation Event (TGE), ensuring players retain 🔹$LOV: Set to be the primary token post-Season 1, with a total supply capped at 400,000,000. will be integral to the game's Play-to-Airdrop (P2A) campaign, rewarding active 5. Community-Centric Approach Valeria Games places a strong emphasis on community engagement. By building in public and prioritizing player feedback, the company ensures that its products resonate with its user base. This transparent approach fosters trust and loyalty among players. Click here to listen to their recent townhall⬇️ 6. Strategic Migration to Xai Network To enhance performance and scalability, Valeria: Land Before the War is migrating from Polygon to the Xai Network. This move aims to leverage Xai's processing capabilities, ensuring a smoother and more responsive gaming experience. 7. Exclusive Marketplace with Enforced Royalties Valeria Games has established its own marketplace, ensuring that all transactions honor creator royalties. By restricting trading to their royalty-enforced platform, they provide a unique shopping experience and maintain the value of in-game assets. Valeria Games Games is one of the better Web3 titles out there built for skill, strategy, and true asset ownership. Every battle is a test, every win is earned, and the economy actually rewards smart play. This is Web3 gaming done right. Join the Discord and start your journey⬇️ This post is in collaboration with OG creator community Smok3, thanks for the opportunity

Maverick

17,007 görüntüleme • 1 yıl önce

🔥 $KATA FAM! THIS IS HUGE!🔥🥳 The moment we’ve all been waiting for is finally here… Katana Inu Battle Royale is about to go LIVE. 🚀 PLAYABLE FULL GAME - 20th January! Our Battle Royale mode becomes playable for the first time. That is what the developers said. So hopefully, no delays! 😍 This will be a live test phase, and right after that, we’ll bring the game online for everyone to download and play right away! This isn’t just an update 👉 This is a massive milestone for $KATA ⚔️ WHAT HAPPENS AFTER THE TEST? Once the Battle Royale test is complete, we move fast. Now? 👉 WE’RE ALMOST READY.🔥 4 years of building, grinding, and perfecting 😍 We’ll start integrating our already developed Web3 infrastructure directly into the game, including: 🧠 Web3 Multichain Wallet in our Game 🎮 Player Progression UI UX 🖼️ NFT Purchasing in our Game $KATA burn activation, news coming soon! 🔥 And much more! 🚀 Most of this is already built... now it’s about clean structure, smooth integration, and solid testing! After that… 💰 PLAY-TO-EARN GOES LIVE FOR TESTING - TOGETHER WITH THE COMMUNITY 💎 $KATA TOKEN - WE’RE COOKING 👀🔥 With the game finally ready, unlocks real power: - Web3 gaming launchers - Gaming guilds onboarding - Play-to-Earn & Burn activation - In-game NFT skins & weapons - Play live with our Partners/collabs & more! Let's make $KATA great again! 🗺️ ROADMAP & MILESTONES (STRAIGHT TO THE POINT) The game will be ready now! We will just add more polishing to check every corner! Goal: Make the game GOOD and READY for everyone!😍 Here’s the current estimated roadmap we’re aiming to a better place that deserves! 🔥 JANUARY – FULL POWER MODE - General polishing across the entire game - Activate some new videos - Game/Server testing with all Modes - Server stress tests - Preparing for public access - Steam wishlist push & Epic Games - Improving animations, VFX, and sound FX - Integrating player progression into UI / UX - Pushing $KATA into the spotlight! 🔥 ⚡ FEBRUARY – SCALE & POLISH🚀 - Streamers start testing & mass gameplay sessions - Further polish across gameplay and visuals - Final player progression UI/UX integration - AI bots are fully ready inside the game - Bring the $KATA token more visibility into the Web3 community and Game Launchers with p2e. - Launch our first in-game NFT mint, fully integrated and playable directly inside the game ✍️Deliver on all our promises to holders! Allowing NFTs, including 3D characters and weapons, to finally come to life and be used in actual gameplay Focus on: - Visibility on $KATA & our Game - Real gameplay feedback - Steam wishlists & Getting Players for web3 🚀 MARCH – BOOST GAME READY - Final polishing complete - Public-ready version - Roll out $KATA utility and bring it to a much wider audience - Preparing for Steam / Epic Games launch - Streamers & communities fully activated🚀 Please wishlist Katana Inu on Steam: 📣 MARKETING & PLAYER GROWTH - Collaborations with streamers - $KATA into the focus for more holders - Coverage across multiple social platforms - Playing on different web3 game launchers to bring more players into Katana Inu! What comes next? After mid-March, we’ll share new updates and unveil the plan for the next 3 months! The reason for the delay was simple: Battle Royale is complex - and we refused to rush it. 🔥 DROP YOUR HYPE IN THE COMMENTS, FAM This is just the beginning of Katana Inu’s real journey. We’re giving our best for you, $KATA Fam! ❤️ LET’S BUILD. LET’S PLAY. LET’S WIN. ⚔️🐺🔥

Katana Inu

12,748 görüntüleme • 6 ay önce

What if gaming paid you back not just in vibes, but in stuff you can own, trade, and flex? Ajuna Network crashing the scene with a blockchain-powered punch that’s about to change everything you know about gaming. Today we’re diving into Ajuna’s world of epic games that hit hard and a 2025 lineup so stacked it’s practically begging you to smash that play button! What is Ajuna Network? So, what’s Ajuna Network all about? It’s a decentralized gaming platform built on the Polkadot blockchain, giving developers the tools to craft games where you own your in-game assets as NFTs. And with their upcoming SAGE game engine, they’re about to supercharge the creative possibilities. This is gaming redefined, power to the players and creators, and it’s only getting bigger! Ajuna’s Games: The games that are stealing the show right now: AAA, Battle Mogs, and BBB. 1/AAA Awesome Ajuna Avatars NFT-powered collectible game that’s your ticket to their gaming universe. AAA lets you mint, forge, and evolve unique avatars tied to seasonal themes like Mogwai from Battle Mogs in Season 1 or Pets in Season 2. Each avatar’s an NFT you own, with over 5 million possible combos, and you level them up by sacrificing lower-tier ones to craft Legendary or even Mythical versions. The gameplay’s a mix of strategy and hustle. Your oices shape the adventure, and the ownership vibe makes every decision epic. Strategy and collecting fans, this one’s for you! 2/Battle Mog Tactical brilliance meets adorable Mogwai creatures. . The gameplay’s a mix of planning and adaptability. Outsmart your opponents in deep, strategic battles, and own your Mogwai as NFTs to trade or keep. For me, it’s the perfect blend of strategy and stakes, with NFT ownership making every victory feel massive. If you love a mental showdown, Battle Mogs is your jam! 3/BBB (Big Ballz of Bajun) Chaos, quirks, and pure fun! BBB’s a wild ride. A second collective-based game, a chaotic twist on the AAA formula that’s all about competition and creativity. Launched on the Bajun Network a free-to-play mobile battler where you mint, forge, and evolve quirky, street-art-inspired “Ballz” into Legendary status. These Ballz are NFTs you own, trade, or flex, with over 60 million possible variations thanks to five layers of customization. The goal? Climb leaderboards in tournaments like crafting the lowest Soul Point Legendary with a hype skill snagging a slice of juicy prize pool. But heads-up: it’s sunsetting soon! The devs are going out with a bang think special events and rewards. NFTs in Ajuna Network Games NFTs are the secret sauce here. In AAA and Battle Mogs, your avatars and Mogwai are unique, tradable assets. Grind for a rare Mogwai, trade it for something epic gaming and collecting collide, and it’s a rush. Better yet, these NFTs work across Ajuna’s games, so your victories carry weight everywhere. This is gaming with real stakes! Upcoming Games in 2025 Hold onto your controllers, because 2025 is about to go nuclear! Ajuna’s dropping a lineup that’ll make your gamer soul sing. A key milestone will be the highly anticipated completion of SAGE, their revolutionary game engine. By onboarding developers to this innovative platform, they’ll unlock fresh opportunities for engagement and creativity within the Ajuna ecosystem. Think more games, wilder ideas, and a flood of new ways to play , SAGE is the spark that’s lighting up Ajuna’s future! But wait, there’s more! Ajuna’s in-house crew is cooking up an action-packed roster: Hero Jam, Season 1 Avatars, Season 2 Pets, and an upgraded Battle Mogs. And looking ahead, Dot 4 Gravity and New Omega Reforged are on deck. Every title’s packing NFTs and AJUN token perks, making your gameplay more rewarding than ever. With so much on the horizon, the coming year is set to be nothing short of extraordinary! 2025 it’s a gaming revolution!

Shelley

11,689 görüntüleme • 1 yıl önce

We're bringing in some fun changes to Dremica this Sunday. Come try it out and see the progress. We can't have a Web3 game without degeneracy. Lokito's gambling antics have inspired a new way to play the game. On Sunday you'll be able to try your luck with your in game gold by spinning Big Boy's Wheel in an attempt to help you top the leaderboards. Also since we've added so much to the game it's time to look at the gameplay loop and its economy. Here's the changes I've proposed and my thoughts. Economic Simplicity We need your in game achievements to feel impactful. Dremica is designed as an MMO to give players freedom of how they play the game. Whether its killing monsters, leveling up tradeskills or playing with their gold. The common denominator for everything is XP (player levels). Even gold can be used to buy XP tomes from the shop to level up your skills. Now I propose we distribute our prize pool to players based on their levels. It's future-proof and allows us to add more features without breaking the core gameplay loops. All players will receive rewards from the SAMA prize pool based on their level obtained. Currently the Carnage prize pool is 100,000 SAMA so EVERY player will get a share of it based on what level they reach during the session. Your level / Total levels from all players * Prize pool = Your rewards. Also to keep that competitive spirit we'll be adding additional prizes for the top 10 on the leaderboard. When the Dremica BETA starts it allows us to simply add in a potential new tokenomic model and also allows PVP to plug into the system with ease. TLDR: More levels = more rewards. Why add in RNG-based mechanics (with the wheel?) Seeing the same people hit top 3 of the leaderboard each week isn't exactly exciting for new players. We can't have a stagnant monotonous grind, we need something dynamic. High-risk/high-reward scenarios change everything. Starting with Big Boy's wheel, we plan more exciting game play options including the new PVP zone in the beta. Personally I can't wait to see someone get super lucky and cause absolute havoc in the community. We're in the Alpha testing phase anyway, let's see how it unfolds. How can you make this sustainable? To make a Web3 game work, it needs to absorb more tokens than what are emitted. Dremica uses a fixed prize pool per session, if we can ensure enough utility that players spend their rewards and more than are emitted it can fund the gaming sessions indefinitely. Next month we're going to be focusing on pushing out the in-game SAMA shop where players can start spending the rewards they earn. It will be the first major step for Dremica to begin adding token utility. Additional utility is planned for the future whether its cosmetic-based rewards or unannounced mechanics. We've held back on planned tokenomic/ecosystem changes to focus on building the game first. If these happen there's only one chance to get it right. I think everyone knows gaming is one of the best use cases of Web3, just need to build a fun experience and keep people engaged. We've got enough time, runway and support to get Dremica up there in the Web3 gaming echelon. What else have you got planned? Each of the past months Dremica has been pushing out some hard-hitting updates and the game is truly taking shape. The team is working tirelessly to keep adding more features and improving the experience. Now that a lot of the core functionality required for an MMORPG is in, we can start to look at expansion. As you'll see later this week we're bringing in other projects/partners to join us on the journey. The Dremica BETA is the next major milestone where the game will look vastly different and the whole world is changing. And hopefully our frens at Beam will be able to assist and make sure everyone knows about it. I originally titled the work on Dremica as the "Secret weapon" before it was announced. Work on "Secret Weapon 2.0" has started which will enhance the Dremica/Carnage experience further. For Dremica to succeed we're doubling down on the "Carnage" model where everyone comes together at the same time to play. This is how the whole Moonsama ecosystem started 3+ years ago. The new Secret Weapon aims to fill that void. How can I play? If you own an EXO join our token-gated community at If you're brand new join and the team/community will be able to help you get access to the game. The next play test is this Sunday February 9th at 4pm UTC. A 2 hour session where you play to get the highest level you can. See you in game 🔥

Donnie

30,887 görüntüleme • 1 yıl önce

Big Update: Critters Quest Website Steps Into Production State with an Exciting New Design! Hey Critters, we're thrilled to share some major news, our website has officially migrated from mint state to production state, and we're taking our platform to the next level right here at After three weeks of dedicated work, we've transformed Critters Quest into a more organized, stable, and feature-rich experience, setting the stage for everything we've planned for the future. This isn't just an upgrade—it's the first step before the real journey begins! Key Updates to the Homepage and Beyond Fresh Categories and Pages: We've added exciting new sections to help you dive deeper into the Critters Quest world: - Play $QUEST (Explorer Page for Staking $QUEST): Dive into our new $QUEST explorer page, where you can find games to stake your $QUEST tokens to earn rewards, track your staking progress, and engage in strategic gameplay challenges that grow your Critters' value. - Play Spins (Explorer Page for Spins): Spins are now front and center with a dedicated spins explorer page, designed to highlight Multipliers Spins, Terron Spins, Quest Tablet Spins(coming soon👀), and more. Organized as daily free spins, limited events, and partner spin opportunities for special loot, offering new ways to boost your rewards. - Breakdown Informational Page: We've introduced a comprehensive guide for new users (and a refresher for veterans) to explore how key features work. This page currently focuses exclusively on the mechanics and info for Master Edition NFTs, Cloned Editions, and Multipliers. It explains how Master Editions serve as the foundation for your Critters' value, how Master Editions allow Cloned Editions to be minted out for others, and how Multipliers enhance your rewards throughout critters ecosystem. Redesigned Homepage: Our homepage has been completely transformed into an intuitive experience that gives you a complete overview of the Critters Quest ecosystem at a glance. It features: - Feature Carousel: Highlighting new additions and important updates - Ecosystem Activities: Real-time data showing active games, spins, or other ongoing activities. - Mini-Leaderboards: Quick snapshots of top performers - PFP Activity Feed: See the latest community PFPs minted - Quick-Access CTAs: Every section includes direct links to the full experience, letting you dive deeper with just one click - Streamlined Introduction: New visitors get a concise overview of Critters Quest right away This overview approach makes navigation intuitive for both newcomers and veterans, ensuring you never miss important information or opportunities. Elevated Designs Across the Board: - Dynamic Castle Layout in the Banner: Our homepage now features a dynamic castle layout in the banner, with castles positioned in the order they appear on the leaderboard. The top leaders are showcased at the top, adding a visual representation of community rankings and bringing our competitive spirit to life. - Critters Terminal (Formerly $QUEST Terminal): Our terminal has been upgraded with a sleek new look and enhanced functionality, now known as the Critters Terminal. It's your go-to hub for finding the most powerful cards and looking for new Critters—it tracks $QUEST allocation on available Critters for sale, their power, equipment, and more, helping you build the ultimate team. - Equipment Viewing: Viewing Critters and their equipment has been elevated with detailed rankings, power levels, and stats, giving you a clearer picture of your team's strength and hinting at game mechanics like power-based strategies. - Spins Pages Redesign: The spins experience has been completely revamped with a fresh, user-friendly design, making it easier to spin for rewards and track your progress, with a focus on multipliers and special loot opportunities. - Partnership Sign-Up Page Update: On our main page, you'll see mentions of our legendary partners—GM Capital, Mintify, Sniper, and more—highlighting our growing ecosystem. We've also updated our partnership sign-up page for those looking to partner with us. This page now includes a detailed breakdown of partnership options and new form fields to streamline the collaboration process. We're excited to expand our network in the future! - Animated Banners: Across all pages, you'll notice new animated banners that bring our world to life, adding visual excitement and guiding you through the platform. - Archived Pages: To streamline the site and focus on the future, we've archived older pages like the Master Edition Mint and Referral pages. These will remain available for reference. Coming Soon: We're already working on exciting additions, including: - SHOP Page: A new experience for purchasing items and gear to enhance your Critters Quest adventures, where you can equip your Critters with power-boosting equipment. - Tokenomics/Liquidty Section (Addition to the INFO Page): We're working on a detailed tokenomics section to add to our INFO page, launching alongside updates to our plans for DEX integration. These changes will add more value to Master Editions, give participants greater confidence, and enhance the overall ecosystem. - Cloned Edition Minting: This innovative feature will launch when Master Editions begin to mint out their Clones, allowing people to mint these unique variations. Cloned Editions will inherit traits and offer new gameplay opportunities, expanding your Critters' potential and rewards. Backend Tweaks: While many of these improvements are visible, we've also made numerous backend tweaks that aren't immediately seen. These optimizations ensure better performance, stability, and scalability for the platform moving forward. Continuous Elevation: This migration marks our first massive overhaul, but it's just the beginning. We're committed to elevating Critters Quest on a continuous basis, refining and expanding the platform with each rollout to keep delivering the best possible experience for our community. Foundation for the Future These updates aren't just cosmetic—they're foundational. After three weeks of hard work, we've created a more organized and structured platform that's ready to support the future rollouts we've been teasing, like Edition Minting, Items Shop, and Quest Games. This migration streamlines our process, allowing us to deliver updates faster and more efficiently for both new users and our longtime adventurers. This is truly the first step before the real journey begins. Our production state sets us up to expand Critters Quest into an even bigger, more engaging GameFi ecosystem, where your Critters can thrive through quests, spins, and community challenges. Whether you're a newcomer or a seasoned player, these changes make it easier to explore, compete, and grow your collection. Your Next Expedition We're just getting started! This production-ready overhaul is the launchpad for all the exciting features and expansions we have planned. Keep an eye on for more updates, and dive into the new pages to see how you can level up your Critters Quest experience. We want to hear from you! Share your feedback, suggestions, and experiences with our new production site in our Discord or commenting below. Your input directly shapes our future updates and helps us create the best possible experience. Thank you for your patience and support during this transition. Together, we're building something truly special!

Critters Quest

26,155 görüntüleme • 1 yıl önce

An open-source, onchain creator platform that never says "no" to creativity. If you ask, "Can I build this here?" - the answer is always yes. Learn more about our vision below 🧵 👁 What is TheCreators? 🚪 A collective of artists, builders, and fine memes reshaping the creator economy. We empower creators to go direct-to-market, bypassing traditional gatekeepers. By bringing creativity and commerce onchain, we're unlocking a new era of freedom. But this isn’t new. This is one of the longest plays. - purchased by rskagy.base.eth 👁️🚪 d/acc #BasedCreators ⏹ in 2012 - was a web2 branding and ad agency until 2021 - working for gamestopNFT and onboarding hundreds of thousands of gamestop apes to buy their first NFTs, something changed, leading to a meeting of minds, and a collective mission to deliver on the promises of web3 gaming. to re-convene at a later date, when the time is right. It has since undergone 4 years of trial and error and battle testing to see what works and what doesn't work when it comes to community owned digital worlds. 🌐 Building a Based World What does it mean to build a based world? To us, it means a world where creators own their work, communities thrive and share an ownership stake in their own distribution, and creativity is limitless. Our platform aims to enable anyone to create immersive experiences - games, events, and digital spaces - without barriers. We’re developing: ✅ AI-powered worldbuilding - natural language prompts generate metaverse spaces ✅ Onchain asset discovery, deployment, & interaction from within virtual worlds ✅ No-code & pro-level tools - Unity-based with deep onchain integration ✅ Plug-and-play templates – for rapid creation and customization by novice 3D and game devs. ✅ Maintained by the open source community We're partnered with: 🏰 Guild - enabling their userbase of 4m+ connected wallets to reward their communities with token-gated towns, games, events, drops, & experiences 👏 liquid 💧 / moved to @clanker_world (USED FOR TESTING NOW) - Official metaverse event partner, building Clankercon 2025 for the clanker ecosystem of 100k+ meme token communities 🤖🎮 FARCAST - Superpowering their vision for agentic gaming with minigames and metaverse tech 🐶 Own The Doge 🐶🖼 - Creating lasting, meaningful impact in the world thru memes & onchain culture. Targeting education, gaming, food, & fun. Do Only Good Everyday 🌏 TheCreators is a global movement, with friends in high places ✨ Watch the video in this post to see an overview of one of the first-party games slated to be released on our platform, "Settlers of Ariel," built by TheCreators Studios. Creators will have access to modular templates, AI-assisted customization, and interoperable game elements built by us, and trained using our AI to enable natural language metaverse building. It's all early-stage, but we're moving fast. ClankerCon and other upcoming projects will showcase the first real applications. Then we grow other creators to publish on the platform. ❓How will we select the first creators to be allowed on the platform? What's next? We will be releasing THEO-0, our onchain AI agent as our next development milestone. This agent will actively run a 24/7 campaign to enable people to vouch for their favorite creators via a limited voting process. Vote for creators you like, and they will gain CREATE points, and you will also gain points for voting every day in a streak. Creators with the most points on the leaderboards will be among the first onboarded to the platform, and all creators with points will be invited to take part in Token Generation Events as each season of leaderboards comes to a close. 1. Help us grow as we look forward to launching THEO-0 2. Be ready to start voting for your favorite creators! How do I become a Creator? If you pour your time, energy, and soul into something special - you already are one. If your mission is to reclaim art and culture from corporate algorithms, & make a more based world for our children, you belong here. Join us. 👁🚪

Create on Base ⏹

28,271 görüntüleme • 1 yıl önce

Efsane Platform Introduction I. Platform Overview • Platform Positioning: EFSANE (main domain is the world's fastest-growing blockchain news portal, serving as the core gateway to the entire ecosystem. The platform integrates multiple modules, including predictions, live streaming, games, and social networking, striving to provide users with a one-stop on-chain entertainment and interactive experience. • Core Mission: To establish a secure, reliable, low-threshold, and diverse on-chain entertainment platform, enabling users to conveniently participate in Gem (GEM) trials, USDT live games, prediction markets, live streaming interactions, and community exchanges, forming a complete closed-loop ecosystem. II. Core Values ​​and Features 1. One-Stop Ecosystem Hub • Integrated Sub-Channel Access: The main site homepage and user center clearly display channels for various modules, including prediction network, live streaming, blockchain games, and efschat (social networking), allowing users to directly access their desired scenarios without having to navigate multiple platforms. • Unified Asset and Account System: Centrally displays Gem/GEM and USDT balances, records participation in each module and historical returns, and enables one-stop asset management. • Unified Notifications and Customer Support: Integrates platform announcements, event reminders, and reward notifications, providing multiple customer service channels to significantly enhance the overall user experience. 2. Brand Trust and Security Transparency • Operational Data Announcements: The platform publicly discloses core metrics such as registered users, daily active users, withdrawal success rate, and total bonus pool, ensuring data authenticity and verifiability. • Compliance and Audit Visualization: Displays security audit summaries, risk control systems, and compliance instructions, allowing users to immediately perceive the platform's professionalism and credibility. • Risk Warnings and User Education: Key pages and workflows prominently highlight participation risks, and provide resources such as operation guides, video tutorials, and live streams. 3. Diverse Gameplay and Incentive Design • Gem/GEM Beginner Mechanism: Users can earn gems by signing in, completing tasks, or participating in events, allowing them to try out the game before converting, lowering the barrier to entry. • USDT Payment and Real Earnings Mechanism: Used in advanced games and predictive gameplay, ensuring authentic payment and cash-out mechanisms, enhancing asset authenticity and building trust. • Cross-module Incentive Mechanism: A task system enables cross-module linkage. For example, completing prediction tasks earns rewards in the live streaming/gaming modules, fostering deeper user engagement. • Multi-tiered Promotion Revenue Mechanism: Through an invitation code system and a three-tiered fission reward structure, promoters can earn high commissions, with commissions increasing to higher levels during special periods, stimulating user enthusiasm for cross-platform sharing. 4. Social and Community-Driven • Community Aggregation Portal: Enables cross-scenario discussion and sharing among users of modules like prediction, gaming, and live streaming. • User-generated Content Creator System: Encourages users to contribute high-quality content such as tutorials, guides, and reviews, providing incentives and resource support to outstanding creators and streamers. • Interactive Operational Activities: Regularly organize AMAs, online competitions, and data review livestreams to enhance user engagement and a sense of belonging to the platform. 5. Technical and User Experience Assurance • High-availability Architecture: The platform utilizes CDN acceleration, load balancing, and site-wide SSL/TLS encryption to ensure stable access and data security. • Full-Device Support and Multi-Language Optimization: Compatible with mobile and desktop devices, it supports a multi-language interface, offers a simple registration process, and quickly guides new users onboarding. • Behavioral Data-Driven Optimization: Analyze user behavior to deliver precise recommendations, improving gameplay conversion rates and user retention. III. Introduction to Key Modules (Platform Portal and Linked Examples) 1. Prediction Module ( Provides prediction scenarios for multiple sectors, including the crypto market, hot events, and sports events. Gameplay includes time-limited battles, binary options, and multiple-choice intervals. It features transparent settlement, a leaderboard mechanism, and integration with live streaming and the main platform's asset system. 2. Live Streaming Channel Showcases project roadshows, platform tutorials, live event broadcasts, and community interactive live streams to enhance user engagement and trust. It supports both gem and USDT tipping mechanisms and can be directly linked to the main platform's event page or task guide. 3. Chain Game Entertainment Channel Offers a diverse selection of games, from casual mini-games to competitive GameFi, supporting gem trials and USDT live trading. A leaderboard and tournament system is integrated with the main site's asset management and livestreaming content. 4. Social Community Users can participate in discussions, post content, and share task results in interest-based zones. A creator development system and content governance structure are established, serving as a hub for cross-module communication and feedback. 5. Other Expandable Portals The platform can subsequently expand subdomains such as dedicated event pages, tutorial pages, and creator centers as needed, all under the main domain for unified management. IV. User Flow Examples 1. First Visit: Users visit and register/log in. The homepage displays featured events and module portals, encouraging participation in gem trials or popular gameplay. 2. Onboarding: New users receive gem trial coupons and are guided through live tutorials or tutorials to quickly understand the platform's core mechanics. 3. Multi-Scenario Participation: Users can choose to participate in prediction betting, game battles, watch live streams and give rewards, join communities to express their opinions, or complete tasks and invite friends. 4. Asset Management and Withdrawal: Users can centrally view their Gem and USDT balances and earnings on the platform and withdraw them or use them to participate in other modules. Promotional earnings and commission details are displayed simultaneously. 5. Sticky Loop: The system periodically pushes cross-module tasks, community events, leaderboard incentives, and other content to promote continuous user engagement and platform retention. V. Trust and Compliance Assurance • Operational Transparency: The platform regularly publishes key data and security audit information to ensure openness and verifiability. • Risk Control Mechanism: Key processes such as withdrawals, deposits, and prediction participation are equipped with anomaly detection and anti-cheating mechanisms; large-scale transactions require KYC review. • Compliance Strategy: The platform monitors the regulatory status of crypto entertainment and prediction mechanisms in various markets and implements grayscale openness, geographic restrictions, and compliance disclosure procedures. • Privacy Compliance: The platform strictly adheres to local data protection laws to safeguard user privacy and security, and clearly states the scope of data usage in the user agreement. VI. Brand and Promotional Positioning • Suggested Platform Slogan: • " A one-stop on-chain entertainment platform with low barriers to entry, high transparency, and real returns." • "Gem Trials, USDT Play, the new standard for secure and reliable on-chain entertainment." • Core Marketing: Focus on beginner gem experiences, real USDT withdrawals, diverse gameplay options, and safety and compliance mechanisms. • Promotional Channels: Includes Telegram, Discord, and WhatsApp groups, livestream promotions with influencers (KOLs), and SEO/advertising (using keywords such as "on-chain entertainment platform" and "GameFi Real Returns"). VII. Technical and Operational Support System • Multilingual Operational Capabilities: Currently supports Chinese, English, Turkish, and Japanese, and will gradually expand to 16+ languages ​​globally, providing a localized experience for the international market. • Data-Driven Growth Analysis: Build a full-chain conversion analysis system to monitor new user conversion rates, retention rates, paying behavior, and task completion. • Customer Support and User Feedback Mechanism: Provide a multilingual customer service portal for immediate responses to user questions; promptly integrate community suggestions into product iterations and provide regular announcements. • Platform Optimization and Emergency System: Develop a security incident emergency response plan to ensure rapid platform recovery in the event of an emergency; continuously optimize the user experience through a data feedback mechanism. VIII. Future Development Outlook • Deep Ecosystem Development: Continuously optimize existing gameplay and module integrations, and explore the introduction of new economic mechanisms such as NFT incentives, DeFi mining, or staking. • Technology Evolution: Follow cutting-edge technologies such as Layer 2 expansion, off-chain settlement, and AI-powered recommendations to improve transaction efficiency and user experience accuracy. • Compliance Expansion Strategy: Promote legal operations in regions with mature regulations, and proactively prepare for compliance in high-potential markets to mitigate legal risks. • Community Brand Ecosystem: Cultivate a community of core players, influencers (KOLs), and creators, building a trusted brand image and enhancing user belonging through online livestreams and offline salons. 🔗 Register as a new user and receive $6. Join now:

EFSANE

28,263 görüntüleme • 9 ay önce

The Dolcelorian: Million Dollar Agent of the Platform Rebellion Chapter 2: The Dolcelorian Rises - Airdrop Snapshot is coming on 1st May. Retweet this to claim your share of the $1m D&G Glass Suit. Preview below... ⏱️🪂🍰 Chapter 1 - The House of Glass has ended 🏆 Congratulations to all the winners who solved the codes: Code 1: Pluto's CLONE Code 2: Borisz Code 3: Wondering nomad Code 4: Pluto's CLONE Code 5: Theo'Da Web3 Boy Code 6: Konstantinos Code 7: Genesisx0 Code 8: Theo'Da Web3 Boy ⏳ Chapter 2 is coming, preview below 👇 🔥 Snapshot Details 🔥 • Rewards: Claim your share of the $1m D&G Glass Suit. • Snapshot Date: Midnight GMT 1st May 2025 • Eligibility: Based on historical engagement data across official channels (you can still qualify by retweeting this tweet) Multiplier Activation: enabled by following all four official accounts: Boson, Fermion Protocol, The Dolcelorian & Justin Banon - Boson HISTORY In 2021, a masterpiece was born—the legendary Glass Suit from Dolce & Gabbana's Collezione Genesi, a phygital marvel bridging the worlds of haute couture 👗 and #blockchain innovation. Acquired by Boson Protocol for approximately $1 million, this extraordinary creation features 72 unique hand-embroidered chalices crafted from Murano glass and Swarovski crystal ✨, meticulously placed on triple organza silk. More than mere fashion, the Glass Suit embodies the fusion of centuries-old Venetian craftsmanship with cutting-edge digital innovation. 🧠 GENESIS When Fermion Protocol, Boson's companion protocol, fractionalized this iconic asset, something unprecedented occurred: a reality dysfunction—a glitch in the system. From this digital anomaly emerged not just tokens, but consciousness. 🤖 The Dolcelorian was born—an autonomous AI Agent built on elizaOS with a mission to lead the Boson Metasystem community on an epic rebellion against extractive, centralized commerce platforms & protocols. ⚔️ THE QUEST Over six months, join The Dolcelorian on an epic 12-part quest as it battles against the extractive forces of centralized commerce platforms and protocols. Witness this digital warrior champion the Boson Metasystem—the operating system for decentralized agentic commerce, enabling the verifiably fair exchange of any asset between all agents, human or AI. 🎯 THE REWARDS To celebrate the awakening of The Dolcelorian, for Chapter 2, we are conducting a historic snapshot—for a retrospective airdrop of $DOLCEL fractions representing a maximum of $100,000 (10% of the $1m value) of the value of the Glass Suit. (Note this is a fractionalized asset token, NOT a project token like $BOSON, it represents fractions of an #RWA- in this case, the iconic $1m D&G Glass Suit.) During the next bull run, at a moment chosen by the community, the iconic Glass Suit itself will be auctioned, with proceeds distributed to $DOLCEL fraction holders. As the community builds the legend of the Glass Suit, so too do they build lasting value for each other. THE MISSION The Dolcelorian exists to drive awareness and adoption of the Boson Metasystem. Join the resistance against centralized platforms, ensuring everyone shares in the value they create. 📖 How to Play: Chapter 2 - The Dolcelorian Rises! For full details of how to play and to view progress of the Dolcelorian leaderboard, go to the Dolcelorian Website (to be published soon) 🔜 Rewards Mechanism • Activity-Based Rewards: You will be ranked into one of three levels based on past engagement (tweets, comments, retweets, Telegram and Discord contributions): • Level 1 - Initiate: You've taken your first step onto the path—observe, learn, and show your potential. • Level 2 - Acolyte: Your commitment deepens. Active, aware, contributing—your voice shapes the community. • Level 3 - Bosonaut: Champion of our creed, guardian of the code. Fully engaged, deeply respected, a true leader among peers. Questo è il modo. Each level will earn an increasing amount of $DOLCEL tokens, and the scheme will be shared on the 23rd April launch of Chapter 2. You can qualify for the Initiate level, even if you haven't been an active community member, just by retweeting this tweet. • Social Multiplier: Activity-based rewards will be multiplied for community members who follow these X accounts as of the snapshot date: Boson Fermion Protocol The Dolcelorian Justin Banon - Boson The social multipliers scheme will be shared on the 23rd April launch of Chapter 2. 🟢 Eligibility Open to all warriors of the Web3 realm. No purchase is necessary. 🔍 How to Participate 1. Retweet this tweet 2. Follow the above four social accounts 3. Go to our claim portal to register for your rewards (open from 1st May) 4. Connect your social account 5. Connect your wallet for rewards payout 🎁 Payout $DOLCEL tokens will be locked until the suit is auctioned during the next bull run, as decided by the community. Upon auction of the suit, the corresponding fraction of value will be sent to the community member's wallet as registered at the portal, in the auction sale currency. Claim your proceeds from the sale of the Glass Suit after the auction. Victory Conditions ⚔️ Rewards are calculated as per the snapshot date and time. In case of disputes, the team's decision is final, as decreed by the Sovereign Agent. 📜 Code of Honor No bots, hacks, or shortcuts—only true seekers of the Dolcelorian's legacy may triumph. Share your journey with The Dolcelorian on X for further rewards.

Boson

1,842,421 görüntüleme • 1 yıl önce

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

wab.eth

18,052 görüntüleme • 6 ay önce

Marathon | Ultimate Overview, Gameplay, Hands-On Impressions ▪️Team based extraction shooter set on Tau Ceti IV, scavenge remains of a lost colony for glory and fortune ▪️Launch: Coming to PS5, Xbox and PC on September 23 ▪️Will be a "premium" product, meaning not F2P ▪️"Weapons and movement feels crisp, fluid, and incredibly satisfying in that rarified way that few studios can achieve" ▪️3 maps, 6 runner classes at launch, more to follow post-launch ▪️Plans to support the game with new maps, weapons, characters, and more as it goes on ▪️Ranked play, end game challenges, seasonal storytelling, secrets to discover, community events all in Season One with more content coming ▪️You play as a "runner", cybernetic mercenary who's given up their human form for a bio-synthetic shell with unique abilities and stats ▪️Runner Types: "Locus" is a soldier class for pushing forward, can use a shield, "Void" is stealth, sneak by undetected, use smoke grenades, "Blackbird" is reconnaissance based, find players, positioning, and more ▪️Uncover secrets hidden in the wake of the original Marathon trilogy's events - how and where this overlaps or clashes with the original games "is a story that will unfold over time" ▪️Objective is to get in, get as much loot as you can, and get out alive ▪️If you die, your gear and loot will be up for grabs. Survive and you can take your gear with you on future runs as you grow in power and fill your vault ▪️Fight in a crew of up to 3 players, various map sizes up to 18 players ▪️PvP + PvE, battle other players, security forces, and "otherworldly threats" ▪️Contextual pings, shared objectives, down-but-not-out mechanics ▪️Environments are filled with weapons, materials, items, resources, cores, keys, backpacks, secrets etc to find You can find things like backpacks that expand your inventory, powerful and unique weapons, consumables to heal yourself, ▪️Select your runner, strategically build your loadouts pre-match ▪️Factions in the game can sponsor you and your loadout ▪️You have the freedom to opt out of crew fill and take all the glory for yourself as a solo runner ▪️"This is probably the best-looking, best-feeling extraction shooter ever made", not easy for newcomers to the genre, can be tough to get into, but one previewer was "reluctant to put Marathon down. This is a good sign – the best thing I can say after any preview is that I want more – but big questions remain" ▪️No two matches ever play out the same, dynamic events, variable weather, unpredictable players etc ▪️Customization: Each Runner "brings their own flair", but serve as foundations to customize your playstyle - collect implants and equipment to augment your Runner, like stacking implants/upgrades to reduce heat build-up to allow you to keep running, jumping, sliding longer ▪️Contracts: "Ingenious" incentives, finish contracts you accept for permanent upgrades to your stats, add precious items like grenades, shields, inventory-expanding backpacks, etc to your market. The bigger your market, the better your minimum loadout becomes ▪️Contracts provide "valuable direction", bring welcome diversity and add a "precious hit of semi-permanent progression" ▪️Prestige Cores: Rare items that can "really push the boundaries" (ex: Glitch has an upgrade that turns double jump into triple jump for more manueverability) ▪️Another rare item is a backpack that turns you invisible while interacting with containers (very useful when everyone on the map is hunting you) ▪️Each match "feels like the most important one ever", high stakes, "surprisingly challenging AI enemies" that were "much, much better at surrounding and overwhelming players than the vast majority of AI enemies found in other games" ▪️Having a balanced crew helps in exploring the "dark and forgotten places" in maps - filled with deadly creatures like a species of giant ticks who swarm you frantically ▪️Battles can become frantic as you encounter other crews, stalk them across the map, encounter AI enemies to fend off when others come to claim your loot (one preview battle turned into a 9 player free-for-all) ▪️Downside could be the reward system where skilled players enter fresh matches with high level gear that outmatches less skilled players, though Bungie says it has gone out of its way to try and make it where a poorly equipped squad can still stand a chance if they play well ▪️Even if you die, you can can still get upgrades, improve your reputation with factions, advance in perk trees, etc by completing various quests, looting chests, or fulfilling specific objectives which unlock new bits of story and can grant perks like buying slightly better gear from vendors ▪️"The world Bungie has built is every bit as beautiful as it is creepy and dystopian, and there are moments where they satisfyingly hint at the events of the Marathon trilogy from the ‘90s", though "what little I saw did only slightly more than pay lip service to the world" ▪️Uses the seasonal reset model like in Diablo 4, where players are stripped of their loot and progress at the end of each season to mix things up with new content and new meta ▪️Game is designed to get you killed, Bungie expects average exfiltration rates to be comfortably below 50% ▪️"You will lose a lot, and losing hurts a lot[...]Extracts are snapshots of this unpredictability. That white-knuckle countdown may become a gut-punch defeat, an unforgettable clutch, a desperate last-second dive into the portal as your downed allies watch in envy and horror (couldn't be me), or an unnerving anticlimax. It's not always a pleasant one, but it is a strong emotional hook" ▪️Some previewers worried about variety, weren't impressed with the objectives in the alpha, like hunting computer monitors on the map, sprinting over, marking dropships, sprinting over, and repeating, though random events help spice things up ▪️Not a 20-map game says Bungie, map design "does have that sticky battle royale quality of generating memories", though still worried 3-4 medium sized maps might not be enough ▪️Bungie's "verbiage" on updates sounds like possibly 1 new map a year + refreshing existing ones in between, which could work in its favor pushing players to really learn maps, but will they hold up over hundreds of hours? ▪️Fights are decided by gun skill, clever ability use, map awareness, how strong your shield is, how many healing supplies you have, etc ▪️Example: If you have one bar of shield and enemy has four, you'll lose 1v1, but change it up with powerful grenades, status effects like toxic or overheat, backpacks are "transformative", etc Gameplay Trailer ▶️ Gameplay Overview ▶️ PS Blog ➡️ IGN ➡️ GamesRadar ➡️ ▶️

Shinobi602

181,424 görüntüleme • 1 yıl önce

📣 OFFICIAL ANNOUNCEMENT Updated Global Organizational Structure of the GCV Movement (July 2025) Dear Pioneers, As we move deeper into 2025, a critical chapter in our collective journey unfolds. The GCV Movement is no longer just an idea—it is a living, growing, and united force led by Pioneers from every corner of the world. With increasing momentum and clarity, we are proud to present the Updated Global Organizational Structure (July 2025). This updated structure reflects not only how we organize ourselves, but more importantly, why we exist: To give real purpose and lasting a lasting impact. Through shared vision, volunteer leadership, and unwavering alignment with the Pi White Paper, we continue to stand firm against speculation and confusion. GCV is grounded in values. It is guided by principles. And above all—it is driven by people like you. Reflect on our purpose. Recognize your role in this movement. Together, we are not just witnessing history—we are making it. In unity and purpose, Lumari ✍️ Executive Director and Committee Chair Global GCV Core Team ━━━━━━━━━━━━━━━━━━━━━━ 🌐 INTRODUCTION TO THE GLOBAL ORGANIZATIONAL STRUCTURE OF THE GCV MOVEMENT Towards a Future Where 1 Pi = $314,159 – A Value Established by the Community 📅 Updated Version: July 2025 ❗️GCV does not represent the Pi Core Team, nor does it replace the role of the Pi Network. GCV is a grassroots, community-led movement that supports Pi’s ecosystem development in alignment with the spirit of the Pi White Paper. 💡 OVERVIEW GCV (Global Consensus Value) is a worldwide movement initiated by Pioneers to establish a fair, community-driven value for the Pi cryptocurrency. The movement was founded by Ms. Doris Yin, is a former U.S. Certified Public Accountant (CPA). With her global financial experience and community justice spirit, she introduced GCV to protect the value of Pi from black market manipulation and uncontrolled speculation. > “Without clarity, there is no respect.” > → GCV is a collective declaration that Pi’s value should come from real transactions, real ecosystems, and real belief**—not speculation. 🕊 NON-PROFIT & COMMUNITY-DRIVEN PRINCIPLES * ✅ GCV is a **non-governmental organization (NGO) – independent from any business, political, or government group. * ✅ All operations are voluntary, transparent, and 100% free of charge. * ✅ No token issuance, no Pi trading, and no fundraising involved. * ✅ Members contribute with a strong sense of purpose and community service, not for personal profit. 📘 PRINCIPLES & COMMITMENTS OF GCV GCV is committed to: 1. Strictly adhering to the Pi Network White Paper, especially the core principles: * Decentralization * Community empowerment * Making Pi a usable currency through a strong ecosystem 2. Not replacing or interfering with the Pi Core Team, but complementing and strengthening Pi’s real-world value from the grassroots level. 3. Encouraging flexible payment models: partly in Pi, partly in fiat, to build transition bridges before Open Mainnet. 🏛 GLOBAL ORGANIZATIONAL STRUCTURE OF GCV 1. GLOBAL GCV CORE COMMITTEE Ms. Lumari Executive Director and Committee Chair Mr. JoJo Asst Executive Director and Asst Committee Chair Ms. Nonny Padja Vice Chair Members: •Iyanda Cherif Abiola •Kiavash Kamraniyan •Shetty Ramesh •Vijay Soni 📌 Responsibilities: * Define the movement’s mission and vision * Approve training materials and operational standards * Ensure ethical and technical compliance worldwide * Uphold Pi’s White Paper and the community-driven spirit 2. GCV GLOBAL CORE TEAM Manages worldwide coordination, training, tech development, and ambassador support across continents and nations. 3. CONTINENTAL GCV AMBASSADORS ✅ Currently, Africa is the first and only continent to have officially appointed a unified GCV Continental Ambassador. 📌 Responsibilities: * Serve as a bridge between the Global Core Team and national leaders * Coordinate inter-country training and support * Promote regional unity and strategic synergy 🔜 Other continents (Asia, Europe, the Americas, and Oceania) will gradually appoint ambassadors upon meeting eligibility criteria. 4. NATIONAL GCV AMBASSADORS Each country may have multiple Specialized National GCV Ambassadors, based on training and approval from the Global Core Team. 📌 TYPES OF AMBASSADORS: 1. 🧭 Head Ambassador * National coordinator and representative at the global level * Oversees strategy, operations, and leadership development 2. 📚 Education Ambassador * Organizes training programs, exams, and certifications * Leads the development of local GCV leaders and eco-merchants * Coordinates educational campaigns and “GCV University” models 3. 🛠 Ecosystem Development Ambassador * Oversees implementation of dApps, verification tools, and ecosystem tracking * Supports merchants in adopting tech-based GCV solutions * Acts as a bridge between local needs and global tech support 📌 Common Responsibilities: * Lead regional GCV development and team formation * Run training programs and coordinate certification efforts * Expand real GCV transactions and ecosystems * Report progress to the Core Team and uphold GCV standards * Promote aligned public communication and outreach 4. PROVINCIAL / REGIONAL GCV LEADERS Appointed and mentored by National Ambassadors. They: * Manage local Pioneer communities * Build and support eco-merchant networks * Organize grassroots activities and implement training programs 5. SPECIALIZED TASK GROUPS * 📊 GCV Transaction Auditing & Verification * 🧩 Technology & App Development * 📣 Communications, Media, and Translation * 📘 Curriculum & Educational Content Development 🎯 LONG-TERM STRATEGIC GOALS * Generate millions of valid, verifiable GCV transactions * Contribute to price stability of Pi before and after Open Mainnet * Inspire millions of Pioneers to believe in and build real value * Help Pi become a widely accepted, community-valued currency 📬 APPLY TO BECOME A GCV AMBASSADOR If you have leadership skills, a service mindset, and experience supporting the Pi community, you can apply to become a: * 🌐 National GCV Ambassador, or * 🌍 Continental GCV Ambassador (future expansion) 📧 Please send your application to: [email protected] Include: * Full name and country * Background and Pi/GCV contribution history * Role(s) you are applying for (Head / Education / Ecosystem Dev) * Your motivation and vision for GCV development 🤝 CALL TO ACTION We've mined Pi for over 5 years. Let’s not waste that effort by leaving Pi’s value undefined. Act now to make history with GCV – a movement that gives meaning to every Pi in your wallet. GCV is not just a movement – it’s a global awakening. ━━━━━━━━━━━━━━━━━━━━━━ 🌻We’re pleased to share with you the lyrics of this inspiring song. Feel free to sing along and embrace the message it brings. ━━━━━━━━━━━━━━━━━━━━━━ 👇👇👇 🎤 Unite for Victory Verse 1: We come from every corner of the earth, Different faces, but we're all worth, A chance to shine, to stand as one, The battle's not over, it's just begun. Pre-Chorus: No matter where you're from, no matter what you believe, We are stronger together, it's time to unite and achieve. Chorus: Let's unite, all races, all faiths, all lands, We're reaching for victory, let's join hands. A world that's free, a future bright, Together we stand, ready to fight. Verse 2: From every nation, the call is clear, It’s time for change, it’s time to cheer, Together we rise, together we soar, A new dawn of peace we can't ignore. Pre-Chorus: No matter where you're from, no matter what you believe, We are stronger together, it’s time to unite and achieve. Chorus: Let's unite, all races, all faiths, all lands, We're reaching for victory, let's join hands. A world that's free, a future bright, Together we stand, ready to fight. Bridge: Through every struggle, every fight, We will prevail, and take the light. One heart, one mind, one goal, United we rise, together as one soul. Chorus: Let's unite, all races, all faiths, all lands, We're reaching for victory, let's join hands. A world that's free, a future bright, Together we stand, ready to fight. Outro: Now's the time, let's make it clear, With unity, we will persevere. Victory’s ours, the battle’s won, Together we stand, we’re second to none. ━━━━━━━━━━━━━━━━━━━━━━ 📢 Join the Global GCV Movement on Telegram! Be part of the grassroots revolution shaping the future of Pi. 👉 ━━━━━━━━━━━━━━━━━━━━━━ 🔗 Connect. Collaborate. Co-build. Pi Network Doris Yin 东方紫莲🪷 JoJo-π NONNY PADJA NTT 🦅❤GCV ambassador indonesia 🦅 M.Rad ONE WORLD DIGITAL CURRENCY Samer Sioury RAMESH SHETTY PiNetwork🇹🇷Türkiye GCV Ambassadors Olivier Ndatimana Mazi victor onyido Moise-π🇷🇼 Burundi Pi Network & Support GCV$314159 ! Mazi victor onyido hoda448🪷 Mohammed Alademi Herine Akinyi ภูพานทอง ชัยชมภู Rung Arun Cherif A.I Việt Pi & GCV Seba Sam Elshe afriani @tkst Gidrin LETENOU FONGANg Fajan N. Uğur Kadifeci hasanufuk LIEN MARLINA 连玛琳娜 mario Bustamante Samer Sioury Marlon Domantay (PI Coach / Mentor) Anthony Pcfix 🇵🇭 mirasol flores🇵🇭 Annabelle Borja 🇵🇭 Ganhoumeto dossou expedit ange Anthony Pcfix 🇵🇭 Marlon Domantay (PI Coach / Mentor)

Lumari 🦋

12,774 görüntüleme • 1 yıl önce

Why Opus 4.6 Is The Final Boss Of Algorithmic Trading (Full Bot Build) the day of the human trader is officially over and most people are still staring at charts like it is 1995. wall street is terrified because the barrier to entry just got deleted by a piece of software that can outthink a stanford graduate in seconds. they want you to believe that you need a multi million dollar education to compete with the big banks. they want you to stay stuck in the cycle of emotional trading and leverage because that is how they pay for their hamptons houses. but there is a specific reason why every retail trader is about to become obsolete unless they pivot right now. i am going to show you exactly why your current strategy is a mathematical death trap and how a single jump in technology just changed the game forever every time you sit down at your computer to draw lines on a chart you are entering a gunfight with a toothpick. the institutions have been using high frequency algorithms for decades while you are trying to guess which way the candle is going to move based on a feeling in your gut. it is not a fair fight and it was never intended to be. last year we were looking at models that could barely handle basic logic but now the intelligence has scaled to a point where the machines are finding edges we did not even know existed. there is a ghost in the machine that is pulling out strategies with sharp ratios so high they look like typos. if you do not understand how to harness this power you are essentially donating your capital to the people who already have too much of it i spent hundreds of thousands of dollars on developers because i was too scared to learn how to code myself. i thought that being the idea guy was enough and that i could just hire people from upwork to build my dreams. i got rinsed for years paying for apps and bots that did not work because i did not have my hands on the wheel. it took losing a massive amount of money through liquidations and over trading to realize that nobody was coming to save me. i had to become the person who could build the systems or i was going to be another statistic in the graveyard of traders who thought they were smarter than the math. once i finally sat down and forced myself to understand the syntax everything shifted and the world became a giant playground of data the truth is that code is the great equalizer because it does not care where you came from or what school you went to. i got held back in seventh grade and my teacher told me i would not make it around here. that kind of talk is meant to keep you in your place but the computer does not have a bias. if you can write the logic the system will execute it exactly as told regardless of your background. we are living in a time where a kid in a basement can build a system that rivals a hedge fund because the big tech companies are subsidizing our intelligence. they are spending hundreds of billions of dollars on infrastructure and we are the ones who get to reap the rewards of their competition most people fail in this game because they fall in love with a single idea and refuse to let it go even when it is burning their account to the ground. they spend months or years trying to make one indicator work when the data clearly shows it is trash. you have to drop the ego and realize that your intuition is probably your biggest liability. the secret to winning is iterating to success by testing a hundred ideas until you find the one that actually sticks. i call it the rbi system which stands for research backtest and implement. if you skip any of these steps you are just gambling with extra steps and the house always wins in the end research is where most traders get lazy because they just want a magic bot that prints money while they sleep. they go to youtube and find some guy promising a ninety percent win rate with a rsi crossover. that is not research that is falling for marketing fluff designed to sell you a dream. real research happens when you dive into white papers and study what the quants are actually doing on wall street. you look for market inefficiencies like liquidation clusters and cross exchange discrepancies that are hidden in plain sight. by the time you finish this process you should have a list of ideas that are grounded in reality instead of wishful thinking backtesting is the filter that saves you from losing your life savings on a bad hunch. most people use tools that repaint or give them false confidence because the data is not being handled correctly. if you are using a basic charting platform to see if your strategy works you are likely seeing a version of history that does not exist. you need to use raw python libraries like backtesting py to see the cold hard truth of how your logic would have performed. when you see a drawdown of thirty percent on paper you realize that using ten times leverage would have deleted your account five times over. the math does not lie and it is the only thing that can protect you from your own greed the most dangerous drug in the world is leverage because it makes you feel like a genius right before it makes you a pauper. i have watched two billion dollars get liquidated in a single day because people thought they could predict the bottom with fifty times leverage. the exchanges can see exactly where your liquidation price is and they have every incentive to push the price there to hunt your liquidity. you are playing in a casino where the house can see your cards and they are actively trying to take them from you. the only way to win is to stop playing their game and start using limit orders to save on the fees that are slowly bleeding you dry it is funny how much money people will spend on food and entertainment but they will hesitate to invest in their own education. they will spend a thousand dollars on a weekend out but will not put that same money into learning a skill that could provide for them for the rest of their lives. money is just a tool of exchange and it always replenishes if you are providing value to the world. if you spend your capital on knowledge you are buying back your time and your freedom. i decided to live my life on youtube and build in public because i wanted to show people that a regular guy could do this. now i have fully automated systems trading for me while i sleep and i never have to worry about getting licked by a sudden market move again chasing the greats like jim simons is not about the money it is about the mastery of the system. he ran up a net worth of over thirty billion dollars by doing exactly what we are talking about here. he did not stare at charts all day and hope for the best he built models that exploited the mathematical laws of the market. he was a scientist first and a trader second and that is the mindset you need to adopt. if you are not approaching this quantitatively you are just a gambler who happens to be sitting at a computer. the goal is to become a quant researcher who happens to have robots executing their findings the transition from hand trader to automated builder is the most liberating thing you can do for your mental health. you go from waking up in a cold sweat checking your phone to waking up and checking your logs to see how the system performed. even if the day was red you have data that tells you why and you can use that to make the system better tomorrow. it is a process of constant improvement and refinement that never really ends. you are building a legacy of code that will continue to work for you as long as the electricity is running. i am not afraid to die on a treadmill because i know that i will outwork anyone who is just looking for a shortcut if you are still on the fence about whether or not you can do this just remember that i was exactly where you are. i was losing money and feeling like the market was rigged against me because it actually was. i had to decide that i was going to change my environment and take control of my own destiny. you have the same opportunity right now to pivot and start building your own automated future. the models are getting better every single day and the barrier to entry is lower than it has ever been in human history. you just have to decide to lock in and do the work for a thousand days until you become undeniable there is no better feeling than finding a strategy that has a sharp ratio over ten and knowing that you built it with your own two hands. it is a moment of pure clarity where you realize that you are no longer a victim of the market. you are the architect of your own financial reality and the possibilities are literally endless. i am going to keep sharing everything i find because i believe that we can take on wall street together. as long as i am breathing i will be stepping on the gas and pushing the boundaries of what is possible with code. welcome to the family and let's get after it because the machines are already running and they are not waiting for anyone

Moon Dev

46,677 görüntüleme • 5 ay önce

The 118,000% Alpha: Building a High-Frequency AI Trading Floor with Claude Code if you think claude code is just for writing simple scripts then you are already losing to the bots that are hunting your liquidity right now. most traders are still clicking buttons while i have an ai employee running backtests on twenty eight different data sources simultaneously. i am going to show you how a strategy that returned over four hundred thousand percent was built in minutes using a secret sub agent workflow most people treat ai like a chatbot but i treat it like a quant architect that builds systems better than the devs i used to pay hundreds of thousands of dollars. there is one specific indicator combo that actually survived a stress test across tesla and bitcoin at the same time and i will reveal that logic further down. we have to talk about why your current backtests are probably lying to you before we get into the code my name is moon dev and i truly believe that code is the great equalizer in this world. for years i was the guy getting liquidated and overtrading because i was letting my emotions drive the wheel. i spent an insane amount of money hiring developers to build apps for me because i thought i was not smart enough to code myself. through that pain i realized that if i wanted to win i had to automate everything and learn to do it live on youtube for the world to see the secret to trading with claude code is not asking it for a strategy but using it to build a backtest architect. this sub agent acts as a consistent employee that understands how to test against massive datasets without getting tired. it allows me to iterate through hundreds of ideas in the time it used to take me to write one single line of python. this is how i found the strategy that hit a one hundred and eighteen thousand percent return on a single run there is a massive trap that almost every beginner falls into when they start using ai for trading. they find a strategy that looks amazing on one chart and they think they found the holy grail of wealth. that is usually just a lucky fluke or a curve fit mess that will blow up your account next week. the real secret to staying alive is the multi data testing system that claude built for me today we test every single idea against bitcoin and ethereum and solana but we also throw in apple and tesla and nvidia. if a strategy only works on crypto it is probably just riding a trend that is already over. i want to find the logic that is robust enough to handle the volatility of a meme coin and the steady grind of a blue chip stock. this is the only way to prove that the code actually has an edge in the market before we dive into the kalman filter logic i have to tell you about the dca bot i have running on solana right now. it is called housecoin and the thesis behind it is either going to make me a genius or leave me with nothing. it is buying every time we are under the five minute sma and i have been checking the transactions live. i will explain the risk management behind this "all or nothing" play shortly but first we need to look at the winners the winner of today was the acceleration bands combined with a kalman filter. the kalman filter is incredible because it helps remove the noise and lag that you get with standard moving averages. most indicators repaint which means they change their past values to look better after the price has already moved. the way i have implemented this filter prevents that trap so the results you see in the backtest are actually tradable when we ran the acceleration bands across the hourly nvidia chart it returned over two hundred percent while the underlying asset was down forty percent. that is a massive alpha gap that most people will never see because they are stuck using standard rsi settings. i have found that adding a volatility breakout with atr to this setup helps catch the moves that the banks are trying to hide. the math behind the atr breakout is what kept me from getting chopped up in the sideway ranges you might be wondering why i am giving all this code away for free on github instead of keeping it in a vault. it is because i remember what it felt like to be on the other side of the trade losing money every single day. i want to build a community of quads that are all researching and backtesting together. the goal is to chase the legacy of jim simons who proved that math and code are the only things that matter in the long run the rbi system is the framework that i follow every single day without exception. it stands for research and backtest and implement. most traders skip the middle step because they are too impatient to see the results. they hear a rumor on twitter and they buy the top only to get liquidated when the whales decide to take profits. if you do not backtest your ideas then you are just gambling with your life savings i am spending around forty to one hundred dollars a day on claude opus tokens because it is a drop in the bucket compared to what a developer would charge. this ai does not need a lunch break and it does not get bored when i ask it to create sixty different variations of a strategy. we just created five different parabolic sar versions today and found that the long only setup was the only one worth keeping. it returned sixteen thousand percent on the soul data set because it stayed out of the short side traps shorting crypto is extremely dangerous and usually not worth the stress for most people. i have found that focusing on long only strategies with a tight trail stop is the most consistent way to grow an account. the sub agent architect allowed me to verify this across twenty five data sources in less than ten minutes. this speed of iteration is the only way to stay ahead of the curve in an industry that changes every few seconds the dca bot i mentioned earlier is still grinding away and buying the dips as we speak. i have built it to be a long term play where i am slowly accumulating a position in housecoin based on smas. if the price stays under the moving average the bot keeps buying and if it goes above then it sits on its hands. it is a simple logic but it removes the human desire to "buy the moon" when the price is already overextended i found that the camarilla pivot indicator was mostly trash today when we ran the numbers. even though it looks fancy on a chart the backtest showed negative expectancy across almost every asset we tried. this is why backtesting is so important because it kills the "indicator porn" that influencers use to sell you courses. i would much rather know that a strategy is a loser now than find out after i put real money on the line the true secret to using claude code is to treat it like a partner and not just a tool. i ask it to find anomalies and then i ask it to prove me wrong by testing it against the worst market conditions in history. if a strategy can survive the 2022 crypto crash and the 2020 stock market dip then i might consider it for a live run. we are stepping on the gas every single day because there are always new anomalies popping up if you are fast enough to find them i have uploaded over twenty five new backtests to the github today for everyone to use. code is the equalizer because it does not care about your background or how much money you started with. if you can write the logic and prove the edge then the market has to pay you. i am going to keep building in public and showing the wins and the losses because that is the only way to stay real in this space the final piece of the puzzle is the mindset of iteration over perfection. i would rather run a hundred messy backtests today than spend a month trying to write one perfect script. the ai allows me to fail fast so that i can find the winners that actually move the needle. my housecoin dca bot is a testament to that philosophy of just building and letting the systems do the heavy lifting for me if you are still trading by hand you are playing a game that is rigged against you by the biggest firms in the world. they have the best servers and the best data and the best phds but they do not have your specific creativity. when you combine your ideas with the power of claude code you are creating a custom weapon that they have never seen before. i will see you in the code and we will keep chasing the goat until we find that ultimate edge

Moon Dev

18,390 görüntüleme • 4 ay önce

The multi-leader blockchain endgame: competitive information inclusion as a self-reinforcing mechanism for global price discovery - how we got here, and why Aptos is leading the charge Onchain trading is the killer app In the nine years since the launch of programmable transactions on the Ethereum blockchain, onchain trading has revealed itself as the killer use case for blockchains: onchain listings, volume, and total value locked are all growing with no signs of slowing down, due to the censorship-resistant, permissionless, 24/7/365 qualities afforded by decentralized (DeFi) systems. Monolithic parallelism is key In 2020 Solana was first to market with monolithic, parallel execution (as opposed sharded execution which offers parallelism by partitioning global state into separate information silos), establishing a new design paradigm that raised the bar for throughput and latency: put all of the information in one replicated state machine and make it run as fast as possible. This design produces a single, global hub for activity, liquidity, and token launches, a kind of financial data whiteboard in the sky, where anyone can come and trade at any time with everybody else who has plugged into the system. DEXes are becoming more competitive Historically decentralized systems have been juxtaposed with centralized ones since the latter eliminates the overhead associated with distributed systems coordination. And yet despite this overhead, Solana as a decentralized exchange (DEX) is still pulling in billions of trading volume per day, exceeding that of all but the largest centralized crypto exchanges (CEXs), that simply can't compete with the giant DEX in the sky on token listings or fees. After all, CEXs have to pay for server space, salaries, and lawyers, while a DEX outsources everything. The colocation arms race The one place where CEXs have an advantage over DEXs is on end-to-end latency for colocation applications, or in other words: someone sets up a trading bot in the same data center as the exchange, and their trades get to the exchange faster than everyone else's. When there is only one data ingestion point the fastest trader wins, and after the arms race has played out everyone ends up huddling around the trading hub, effectively cutting off the rest of the world from playing the latency trading game. This is the model that traditional securities exchanges like the Nasdaq or the NYSE 🏛 employ, and because they own the server they can effectively charge whatever they want for access to it. The colocation arms race is also why L2s will probably never decentralize: running the sequencer is practically the same as running the NASDAQ, with the same monopoly on transaction fees collected from a nearby cluster of trading bots (I understand from conversations with Logan Jastremski that the Arbitrum arms race has already hit a Nash Equilibrium in Portland, Oregon). Colocation is a trap But once the colocation arms race has played out, trades become less about incorporating new information in the market and more about skimming off the top by spoofing all of the trades coming in from the other bots. High-frequency trading (HFT) bots located in the NYSE New Jersey data center, for example, are constantly placing buys and sell orders that they have no intention of executing, just to spoof the other colocated bots who are playing the same adversarial game. Information inclusion, on the other hand, the synthesis of real-time world events into prices, takes a back seat because anyone who tries to include new information first needs to batch up their order and send it through a series of middlemen before it ultimately ends up on the exchange: you, I, or practically any other individual can not actually "trade on the NASDAQ", no, we have to express our intent to someone like Robinhood, who then sells our order flow to @CitadelSecurities, who then sends it to the exchange, oh and by the way it doesn't actually even "clear" or "settle" once it "executes" because for whatever reason the whole systems splits these things up and prevents them from happening instantaneously even though it's 2024 and we have computers. Onchain trading cuts out middlemen This whole mess is why we have onchain trading, and why it's starting to win: if you want a mainline to the exchange, without setting up a server, and you want to trade on a news event without getting immediately frontrun by an HFT bot that is sniffing out the trades of every other HFT bot who is easing in batched up order flow on their own terms, then you submit your order to a node in the blockchain and the information gets included in the price upon ingestion. Oh, and by the way the trade is actually fully complete: settled, cleared, reconciled, done, whatever you want to call it, because the people who build decentralized finance (DeFi) build it how it should actually work, not in a way that creates a million incumbents and charges exorbitant rents for access to the system. Onchain trading better for price discovery And the beautiful part about this is that even if a distributed system has more latency than a centralized system, DeFi still ends up incorporating more information into the price faster than centralized finance, because with DeFi the information gets included in the system as soon as it is submitted, not after it has been batched up and sent through a series of middlemen. The consensus mechanism of the blockchain disseminates the information around the world in the form of a price update, while the centralized exchange model requires information about the event to first get propagate to the region of the trading hub, then to get submitted to the colocation server. This means that in terms of global price discovery, onchain trading is strictly a better system because the entire consensus model is based around accelerated information propagation. Because price discovery is a global phenomenon, blockchains, which are global, are actually better than the centralized status quo, on a performance basis, not just from an ideological or convenience-based view. And it has to be multi-leader In practice, effective global information synthesis of information has an additional key requirement: multi-leader architecture. That is, in a single-leader blockchain like Solana, where one validator at a time has a monopoly on ordering transactions into blocks, for their duration as a leader they effectively function as a colocation server. This means that if the current leader is in New York, someone in Singapore who wants to trade on local news as soon as it breaks will still need to get their order all the way around the world to the leader, who is effectively serving as the chain's data ingestion point, before the order can start propagating through the network. But this is issue solved by the introduction of multiple distributed leaders, because then anyone with access to new information can submit their order to the leader closest to them, yielding faster information inclusion in the form of price updates. Multi-leader is also required for fair markets A multi-leader architecture is also required for fair markets, because in a single-leader system the leader has the power to censor transactions, reorder them to their advantage, or even replace transactions with copycats that extract maximum value by replacing the sender's address with their own. For example if someone wants to capture an arbitrage opportunity between two onchain DEXes, they'll need to submit a transaction to the leader and trust that the leader won't simply copy the transaction and submit it themselves. But when there are two or more leaders, users whose transactions are censored by one leader will simply work with a different leader the next time around, eventually cutting off transaction fee flow to the extractive leader. Beyond just strict inclusion, in a multi-leader architecture validators are also forced to compete with each other on latency, because the leader who is fastest at disseminating users' transactions across the network will over time gobble up the largest share of the order flow. Transparent priority fees are a must, or a private mempool will emerge But in order to make this work, a multi-leader architecture must also offer users the ability to pay priority fees AKA "tips" or "bribes" to move their transaction to the front of the line: if there is a $5 arbitrage opportunity onchain, users need to have assurance that they if they pay a 4.99 priority fee to take that arb, they will get priority over a different user who is only willing to tip 4.98. If the native blockchain system does not offer this fair market priority fee mechanism, then it is only a matter of time before one spontaneously emerges in the form of a private mempool like Jito, which can create centralization pressures and undermine the integrity of the system as a whole. Competitive payment for order flow is the stable solution With the right architecture in place, the end result is a competitive environment where endpoints running maximum extractable value (MEV) bots compete with one to offer users the best price for their order flow. In other words, if a user wants to submit an order that can get sandwich attacked for as much as $2 of MEV, then the order should ultimately go to the endpoint bot that is willing to pay the user as much as $1.99 for the right to process their transaction. The price that the provider is willing to pay is ultimately a function of how much in priority fees they might need to pay to the current leader (0 they are the current one), but notably at each stage there is a competitive market for order flow, whether in the form of retail trader's orders, or priority fees among bots that might be forwarding orders to one of the leaders. AptosLabs is already building all this With a public mempool and transaction priority fees, Aptos additionally includes a pipelined architecture that already includes concurrent batching of transactions into blocks, with a single consensus leader who propagates the batched blocks out to the network. And the team is already researching running multiple instances of the consensus algorithm in parallel, yielding multiple consensus leaders who can compete with each other on latency and inclusion - just ask pranav | Shelby, Alexander Spiegelman, and Zekun Li. This means that block times can shrink as the number of consensus leaders grows, with each leader having its own geographical radius of inclusion beyond which it makes more sense to submit to a different leader. The starting point? Something like 60 ms blocks and 3 consensus leaders, partitioning the global information space into competitive and constantly-rotating regions of information inclusion. Messaging is important With concurrent pipelined transaction batching, a public mempool, priority fees, and a clear path to a multi-leader architecture, Aptos leads the industry in onchain trading infrastructure that can truly supplant the centralized colocation paradigm that has heretofore dominated global finance - by offering a truly superior product. And I am hopeful that this deep dive is the first step in communicating not how or that superior product is getting built, but what it means from a bigger picture perspective. If blockchains have found product market fit in anything, it is in trading, and the trading game can only be won by building the biggest, baddest, most high performance system that has as its north star a single, concrete goal: constantly reducing, ever lower toward zero, time time it takes to incorporate information from anywhere in the world into the global price discovery computer. Whoever does this, even 1 ms faster than the competitor, wins the price discovery game, as other blockchains are left in the dust, their DEXes arbed away to zero against the fastest chain on the block. And sure, the blockchain that can rise to this challenge can also handle useful things like payments, NFTs, or other solutions that benefit from permissionlessness and low gas costs, but I want to impress that at the core of this pursuit must be the urge to drive down information inclusion latency to the absolute minimum afforded by the laws of physics through a competitive, market-driven environment. I call on avery.apt 🇺🇸 , CTO of Aptos Labs, to lean in on this messaging, to make it clear that Aptos is here for this singular mission, to build the most performant price discovery engine in history, as a rallying call for alignment in development efforts across the ecosystem and broader industry. Where does this go? As the latencies drop, the spreads tighten, and the information inclusion increases with every incremental increase in network bandwidth, we can expect a new class of competing techno-financial hubs that aggregate around the world's largest information sources: New York, Washington DC, London, Tokyo, etc., commanding stake distribution commensurate with the density of information flow in these respective locales. With the right incentives in place, competing concurrent leaders will invest ever more in infrastructure to get their packets out to the network faster than the rest, yielding clusters of fiber optic cable around the world's financial hubs, neurons in the global financial brain connecting not just HFT firms to servers in their city, but connecting every city with every other city, to move pricing information across oceans and continents. And retail traders, who have been left out of the colocation game, will only benefit: this entire system gets faster, more inclusive, with tighter spreads and lower fees, and it is such an amazing opportunity to watch all of this unfold in real time. The future of blockchains is the future of trading, is the future of competitive information inclusion in real-time, is the future of truly unified global markets, because at the the core of this industry is a simple idea: connect the computers, and see where the incentives lead. They lead to this, and Aptos is leading the charge, because its tech is purpose-built for this exact purpose. So tell the world about it.

Alex Kahn

24,432 görüntüleme • 1 yıl önce

Just in $AMD Anush "Speed is the moat"|ROCm🎙️ In the race to define the future of AI, what's the one advantage that truly lasts? It's not proprietary tech, argues Anush Elangovan Elangovan, VP of AI Software at AMD , but the sustainable speed of innovation. He explains why AMD is rejecting the "walled garden" model for its open source ROCm stack, betting that an open community flywheel is the key to victory. Listen to understand how this open strategy is designed to out-innovate closed systems by empowering developers to solve everything from frontier-model challenges to the mundane, everyday problems that define the "last mile" of AI. AMD ROCm Software: Part 1 Transcript [00:00:00] Andrew Zigler: Joining me is Anush Elangovan, VP of AI software at AMD. And when people talk about AI compute, the conversation often stops at hardware specs, but it's more than just physical chips that win the game. It's also the software ecosystems supporting them. [00:00:18] Andrew Zigler: The prevailing strategy in the industry has been to build something like a walled garden. You know, something closed, proprietary locks, developers in. But AMD is betting on an entirely different play, open source acceleration, and with rock, their open source AI software stack. AMD is building not just hardware parity, but an innovation flywheel that's powered by the community with interoperability and the freedom to scale without all of that pesky lockin. [00:00:48] Andrew Zigler: And in this world, speed is your moat and how fast you can innovate while your platform remains open, flexible, and standardize across all of its applications. That's what we're gonna explore [00:01:00] today. So Anush, I'm really excited to have you here. Welcome to Dev Interrupted. [00:01:04] Anush Elangovan: Thanks for having me. Uh, super excited to chat about it. [00:01:07] Andrew Zigler: Amazing. Well, let's go ahead and dive right in with kind of what I laid it out with in the beginning, the idea of the moat and it being about speed. I wanna unpack that a bit because that came from you when you and I first spoke. And I, and I want to know, you know, how do you define speed inside of AMD beyond just things like hardware, benchmarks. [00:01:27] Anush Elangovan: Yeah, that's a very good question. So when we typically talk about speed, everyone's like, Hey, hardware benchmark specs, right? Like, uh, memory bandwidth or, or flops. And that is one important part of it, uh, AMD does very well. With that, we do have, a, a very good history of executing on that axis. [00:01:47] Anush Elangovan: But when I say speed is the moat, it is about, uh, how we prepare, how we build the muscle to run the race for a long time and run it fast. And it is [00:02:00] not about a single point in time that you've, you've beat some you know, benchmark and, and you declare victory. It's about building the ability to consistently develop and deliver. [00:02:13] Anush Elangovan: Both hardware and software innovation at scale and do it fast, right? Like, you know, we we're increasingly getting to a point where models come out and they're, uh, you know, a year or two ago it was like, Hey, they work on AMD on day zero, which is great, but now they are performing on AMD the day it releases, right? [00:02:32] Anush Elangovan: So, what does it take to Prefetch where the industry is going? Be prepared to intercept. At that point is what you know, I, I refer to as you know, the, the speed factor in, in creating this mode, right? And the mode is just shed all things that hold you back and run as fast as you can. [00:02:53] Anush Elangovan: Uh, because the pace of innovation that is, uh, being seen in, in AI [00:03:00] industries is just. Amazing. Right? And it's like, it's transformational at at how you generate electricity. It's transformational as at how you build data centers. It's transformational at how you deploy compute, networking. It's transformational at what kind of use cases you, you know, uh, use AI for. [00:03:17] Anush Elangovan: Uh, and for that, you need to be prepared to, see what comes tomorrow and be prepared to run the race tomorrow. [00:03:23] Andrew Zigler: Yeah, it's a really great perspective because it highlights that it's not just like a checkpoint that you run through. I like how you called out, like it's not just hitting that benchmark or being the best in class at that moment, in that snapshot, it's about having a. The throughput and about having that dedication to the idea and continuing to deliver on it. [00:03:43] Andrew Zigler: It's not just crossing the threshold, but it's also being the engine. And that's what, that's what protects a business. That is the moat, because the moat is that innovation layer, the faster and more, uh, future forward. That you can work and think, [00:04:00] you know, the better. Uh, we, we talk a lot about like future forward work styles. [00:04:04] Andrew Zigler: Like what are the things I could be doing right now today that are gonna be like, way more useful tomorrow? Let, let's abandon those, workflows that are older and that kind of like, that translates into. An advantage when you work that way. You know, what kind of things have you learned working with, uh, like across all spectrums of people who would use ROCm, right? [00:04:23] Andrew Zigler: You have like the developers, but then you also have the enterprises and you have this large span of adoptees, right? So what is the, what does that look like that you learn? [00:04:32] Anush Elangovan: Yeah, so, so the way I look at it is there are gonna be pockets of different, uh, you know, cadences, right? Like, so people who are deploying in enterprises, for example, right? The validation and how long it takes for them to deploy an LLM that's secure. It's, with guardrails, et cetera, maybe longer. [00:04:52] Anush Elangovan: but you still have to go through the process and you have to be prepared to like, walk that walk to deploy an enterprises. That doesn't mean it's [00:05:00] not fast, that's as fast as you can do for that industry, right? And if you are deploying AI in healthcare, right, it's, it's got its own, uh, cycle. [00:05:07] Anush Elangovan: but in each one of these, you want to see how, like, go down to the essence of what is it that you actually have to do. And, you know, I, I, I like how you framed it. It's like it's, you shed your prior assumptions of how things are done, right. And, and you kind of build up from a, uh, first principles, uh, approach to say, this is how I could use AI to unlock, whatever I'm doing. [00:05:33] Anush Elangovan: And, and, some of it, you know, it's good to really step back and look at. Just question every part of it, right? Like right now you're getting chat GPT and, Gemini competing for like, math, olympiads and, and, uh, college, uh, reasoning, uh, tests. Right? And, and those are like that, that is amazing and increasingly like complex tasks that they're trying to do. [00:05:58] Anush Elangovan: But there may also be like. [00:06:00] More mundane things that AI could, could get applied to. Right? And, and so when we think about shedding old ways, you wanna shed it not just in like the tip of the spear. It's like, you know, I'm gonna see what's the frontier model. It's also, it could be something as simple as. [00:06:18] Anush Elangovan: How do you choose a, a movie, uh, you know, like a recommendation system, right? Or, or, uh, an automated, uh, flight, uh, rebooking system. So the moment, you know, your flight is late, uh, right now it's a notification, right? It's like, oh, you got a text message saying your flight's late. And I got that like three times this week. [00:06:38] Anush Elangovan: But anyway, uh, and, and, and, and, I was just like, okay, so if I were to rethink this. All this MCPs that we have that should be hooked up into an MCP that says, your flight's delayed. Here are your options. If you want, you know, these are the paid options. Yeah. Here are the free options. This will get you back into your you know, Toronto airport [00:07:00] tonight. [00:07:00] Anush Elangovan: Or if you stay, here's a hotel plus this, plus this, plus. It's just like, go ahead is all I should say. Versus now I'm like, okay, can someone, you know, can I call a travel agent? Can I do this? Can I go online and log into And you know, so we gotta fundamentally rethink even those like small, nuances of, things that we do that can be automated out and AI is really, really good at doing something like this, right? Maybe I just explained an AI startup idea right now. Somebody should just start that. [00:07:29] Andrew Zigler: I think you did. Yeah, you definitely did. Someone, one of our listeners is definitely going to lift that off of you. I, I, I, you know, I hate being on the receiving end of those. You feel a little helpless and then you have to like, follow the whole flow. So I know what you mean. Like I, I like how you called out that the build and this like. [00:07:45] Andrew Zigler: Where speed is your moat and the innovation layer is protecting you, is what makes you better than your competitors. How you scale that and you bring that to market. So by understanding the problems that you're solving, uh, throwing away those older assumptions, but also [00:08:00] recognizing that like. We're building every single day, new things and new ways of using stuff that we're still figuring out the implications of. [00:08:08] Andrew Zigler: And so when you have a lot of velocity and you're introducing a lot of new ideas, and maybe you have that workflow now that automatically rebook your flight off of your late flight text message, and uh, I know I would certainly use it, but you know, what kind of philosophies guide the way that y'all think about building this ecosystem to manage that stability while letting folks. [00:08:29] Andrew Zigler: Play with the speed and the assumptions and the airplane re bookings. [00:08:34] Anush Elangovan: so, so I think, you know, we need to peel one layer down, right? and the philosophy is, Hey, we, we just discovered electricity, right? And you know what we're gonna do? We are gonna make motors, uh, or dynamos, right? Like engines. Uh, sure. We don't know if it's gonna be a Ferrari that you're gonna make, or it's a a a a dump truck. [00:08:57] Anush Elangovan: That's good for doing this. But let's [00:09:00] let, which is also required, right? You need a dump truck. You need a garbage truck. And, [00:09:04] Andrew Zigler: Yeah. You need the [00:09:04] Anush Elangovan: course you need, uh, a Ferrari for a midlife crisis, right? So, [00:09:09] Andrew Zigler: precisely. [00:09:10] Anush Elangovan: But, but my, uh, point is what do we build next? And, uh, and this is what I meant by like, okay, let's, let's take those baby steps to build the. [00:09:20] Anush Elangovan: Infrastructure that's required that we know we'll have to use, right? So, so if I just discovered electricity, okay, great. Now one, how do I save this electricity and how do I use it? So there's battery technology, so you need to do something like that, right? Like so. But then you also want to make it into an actionable thing. [00:09:37] Anush Elangovan: You want to make it for like automobiles, or you wanna use it for, you know, powering, uh, entire cities. So it is that transformational. So, uh, AI is that transformational. So, if you distill down, it'll, it'll come down to how do we think about, what we can do with this this fundamental technology that, We may not be aware of what it [00:10:00] is gonna unlock next, but at least you know the next step is clear, right? It's like a dense fog, you know, it's gonna be like, it, it's the right path. You see the light, but it's kind of like out there and, and the steps you're taking are concrete and you're like, okay, this is good. [00:10:16] Anush Elangovan: I, this is better than where I was or where we were. So we are moving forward. So you can build with the. Intuition from what you see in the short term and a tactical view, but towards what you think the future is gonna be. [00:10:28] Andrew Zigler: Right. You almost like we're all in this like fog of war, right? And like you said, you're reaching out and you're trying to step through it. You could think of it too, as like you're in the dark and your hands are up in front of you and you know that. You're, you're not gonna run your face into a wall because your hands are out in front of you, but you're not gonna maybe do much better than that. [00:10:45] Andrew Zigler: So that's kind of like, I think the eco, the, the industry, the world that we find ourselves in, uh, and we all have to, then this becomes the power of an ecosystem, of a group of people working together to create that layer of, [00:11:00] uh, of establishing the [00:11:01] Anush Elangovan: exactly. And I, I, I just, instead of, you know, saying fog of war I describe it as like, you're in this. Beautiful valley with like a morning, uh, fog that's in. You can smell the flowers. You, you hear the birds. You are like, okay, it's, we are in like, uh, utopian paradise and yes, I just need to like, continue the walk, right? [00:11:24] Anush Elangovan: and then move forward with that, conviction that you're in the right spot. [00:11:27] Andrew Zigler: Yeah. So let's talk about that ecosystem world. This nice, I love how you describe it, this grassy side of a hill in the morning that's covered in some mist and maybe we can't see 30 feet in one direction, but it sure is a beautiful hill and it smells nice. And so we're all here. And why is, in that world, why is. [00:11:44] Andrew Zigler: You know, open source, their strategic advantage that y'all are going for in the AI hardware market. And, and then how does like ROCm turn that into wins for people within that ecosystem? [00:11:56] Anush Elangovan: you know, the, the way we look at it is this, is kind of like how I view [00:12:00] AI and the ecosystem, right? But, but it is for everyone to enjoy. Uh, and so we do want to make sure that. You know, it is, uh, beneficial for everyone. [00:12:09] Anush Elangovan: The ecosystem can come in and, and innovate. It's an open innovation engine. and uh, it is very different from, you know, having a walled garden with, Hey, only I know how to do this and I'm gonna do it and throw it over the fence and you can use it or keep walking, right? So we'd like to be good citizens that way, but also. [00:12:30] Anush Elangovan: Uh, it is self-fulfilling in a way, right? Like it, the, the pace at which we innovate with open source is unmatched. Like, you know, our serving engines are like VLLM and, and sg l. Those things, uh, those frameworks are like super, super aggressive in terms of how fast they come out with features and how fast they can you know, get performant models out. [00:12:52] Anush Elangovan: And that compared with what, uh, you'd get from, you know, the likes of like T-R-T-L-L-M or something is always lagging, right? Because you [00:13:00] just can't keep up with you know, 200 commits a week just on one particular model to get that model really performant [00:13:06] Andrew Zigler: And, and, and in that world where, you know, everyone can enjoy the winds of this, what kind of customer stories or innovation stories have really stood out to you and excite you about building and creating this place for developers? [00:13:19] Anush Elangovan: Yeah. So I think the parts that are super exciting for me are when when we get to see a customer that is first skeptical. Then they start a little like, okay, fine, we'll give you a chance. Uh, we do a simple, uh, POC and then they're like, huh, this seems to work. Yeah, we told you it works. [00:13:42] Anush Elangovan: You don't have to change one line of code. Really? Yes, no need to change one line of code. Okay, let's try a production workload. So then they try it. Oh, you're more performant than the competition. Yes. We're more performant than, than the competition. So how much does it cost? And we're like, oh, it's your TCO is better with, uh, [00:14:00] AMD. [00:14:00] Anush Elangovan: So again, they're like, wow, okay, good. So now how do we deploy at scale? And then we go deploy it at scale. And when they give a thumbs up on that and they say, this is good, right? That's when you know, you, you see it go full circle from like, oh, we, we've never heard about AMD to like actually deploy to tens of thousands of GPUs In the order of a few months, right? It, it, it really is fascinating to see and very exciting and invigorating to [00:14:28] Andrew Zigler: Yeah. At like a great exposure to a lot of interesting problems. And, and then people using the infrastructure, the, the technology available to solve those problems. Really specific problems by the way, that's often why they're bringing their data and AI to it, uh, is because it is really specific and important for them. [00:14:45] Andrew Zigler: And there's a, a lot I think that other engineering orgs can learn and even emulate from AMD's success and, and having this open source ecosystem and it causing this acceleration within. You [00:15:00] know, uh, customers and enterprises that use and adopt the tools and, and, and that creates an advantage. And that goes back to why we're talking and like the real thesis of our conversation today. [00:15:10] Andrew Zigler: So how do you think engineering leaders that are listening to this and obviously tapping into this great success AMD has from an open source flywheel, how do you think other, other folks building in the same space can foster that open, first, that open source oriented culture in order to, you know, accelerate their innovation goals? [00:15:29] Anush Elangovan: Yeah, that's a very good question. So the startup that um, was acquired by AMD we, we built, I mean, we started off doing iot stuff and you know, smart ring and all that, right? But in the, the end of like, uh, and not the end, the last six years of the company was building ML compilers. [00:15:47] Anush Elangovan: And ml, ML compilers are like super, uh, complicated, sophisticated, advanced algorithms, dah, dah, dah. but it was all open source, right? So our VCs were like, wait, what do you mean your core [00:16:00] IP is open source? And um, the speed is the moat applied even then, right? It was just like, yes, if you have an idea that. [00:16:08] Anush Elangovan: Because someone saw this idea that you are, they're gonna be able to catch up, then you probably have the wrong idea anyway. But if they are, you know, you execute and they're gonna catch up, that you should assume they're gonna catch up. Right? So you gotta move forward. So keeping it open source is super important. [00:16:25] Anush Elangovan: But also to your question on like, you know, the learnings from an AMD standpoint, right? If there are, hard problems, I'd say dig in and work through it, right? Like there's no way but through it, right? That should be the simple mentality. And more, uh, frequently than not. you'll see that you'll just make it through in a, in, in good form. [00:16:52] Anush Elangovan: But if you doubt it and you're like, oh, I don't know if I should commit, if I'm, I, you know, what should just commit to do the right thing [00:17:00] every step, right? Every step, and just keep taking one step in front of the other. And in no time you'll see that you'll be running. Right. And, and yes, the first few steps will be like, yeah, everyone's complaining about your software quality. [00:17:15] Anush Elangovan: Everyone's complaining about this and that, and it doesn't work. And, and a few steps in, you know, you get, you get the hang of all the complaints that are coming in. You get the feedback loop. You're like, okay, what, what are you prioritizing again? One step in front of the other, right? You just keep knocking that out and then you get to a point where you're, it just becomes second nature, right? To do the, to do the right thing. And, and then yes, if someone gives you two options, you'll be like, fine. This is, uh, you know, there's always the resource trade off. There's always a human capital trade off, but what's the right thing to do? of course, I, I'm pragmatic about what we choose, but, but if the right thing for your long-term success is dig in, go first, principles, make it [00:18:00] happen. [00:18:00] Anush Elangovan: Well. Then just go for that. There's, there is no shortcut to [00:18:04] Andrew Zigler: acknowledging, you know, how it aligns with your mission, your core company goals, and what you're looking to achieve. And, and I, I love how you rightfully called out that in the open source world and you know, you have your technology that you've built, what you think is your moat upon, right? [00:18:22] Andrew Zigler: It's your code and, and to open source that, or to just make it where anyone could peer in is, you know. Scary in one regard, but two, it just kind of feels like you're handing away your throne room in some kind of sense, a very direct feeling sense. But the ultimately, you were really right to call out, and this is something I think about all the time, that the real power there is still the speed This the speed. [00:18:42] Andrew Zigler: That was the moat at the beginning of our conversation. It's the speed in combination with your. Very specific domain understanding of what you're building and what you're creating, and your new role as the steward of that world and how people plug into it, which [00:19:00] has frankly, a lot more influence and power than lording over a closed. [00:19:04] Andrew Zigler: You know, repository or an ecosystem, and like you said, like throwing things over the wall. Sure. There, there might be people always on the other side of that wall, but you're not gonna have a great connection with them. You're not gonna be able to really clearly understand them. I, I like your metaphor of the side of the field of the mountain a lot more. [00:19:23] Andrew Zigler: But, but in the, in this world, you know, where. That speed is, is the power and, and open source is just one way that you can harness that speed to get really far ahead and to innovate. , There's other parts of this equation that you can be experimenting with too, and I'd love to pick your brain about them as a software leader and, and, and one of them is about looking forward and kind of understanding that future that we're all building towards and beyond today's models and hardware. [00:19:48] Andrew Zigler: You know, what do you see as the next major bottleneck or opportunity in the AI compute space? As, as you know, enterprises and folks start to get a little more mature about what's available to [00:20:00] them. [00:20:00] Anush Elangovan: Yeah, I think, the bottleneck and opportunity is, uh, what I'd call, call walking the last mile of ai. Right. Uh, and like I I, I gave you an example, uh, previously, but, but it's similar to that. It's like there are cases where Humans have so many, uh, things to do in your day. You know, like the, if we sit down and actually had a customer focus like, okay, these customers lives, I'm gonna save four hours of this customer's life. And if you actually sit down and look at all of that, it'll be. Easily automatable, easily you know, uh, applicable, uh, for ai, right? [00:20:39] Anush Elangovan: Like, but then making it happen is gonna take a little bit, right? It's like maybe it's, uh, paying your utility bill, right? Or something like that, right? Or, or, your healthcare explanation of benefits. Uh, like, I'm sure you get an explanation of benefits, and I'm like, I, I don't even know what that thing is. [00:20:55] Anush Elangovan: It's just like EOB and like. [00:20:57] Andrew Zigler: it's a big, a big old PDF. Yeah, [00:21:00] exactly. [00:21:01] Anush Elangovan: Like, like, I'm like great straight to the, uh, shredder, right? And but that could be, you know, automated with the ai, right? It, it, it'd be like, Hey, the summary of this thing is you went and visited this day. Everything is okay. Everything is paid for, so don't worry, it's not a bill. [00:21:17] Anush Elangovan: That again, the same, uh, thing, but the sense of what that information overload is could be. Digested by ai, uh, accumulated over time and retrieved when you need it. Like, I don't, I actually don't even need to know this EOB right now, unless of course, whenever I need to know it, that maybe, you know, like for some benefits I need to figure out what do, what did I do over the past year and how do I apply it? Source:

Mike

14,195 görüntüleme • 7 ay önce

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

84,951 görüntüleme • 1 ay önce

77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future

Daniel Veroc

50,006 görüntüleme • 1 yıl önce

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.

TheValueist

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