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These Unreal Metrics Place ICP over Solana Internet Computer (ICP) (DFINITY Foundation) shows much stronger performance than Solana in several key areas. Right now, ICP processes 2,131 transactions per second. Solana manages only 1,344. In the last hour, ICP handled 7.67 million transactions compared to Solana’s 4.84 million. ICP’s...

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33,543 次观看 • 1 个月前 •via X (Twitter)

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Internet Computer has processed 7.2 million transactions in the last month. According to data on Chainspect's activity dashboard, DFINITY Foundation has processed more transactions in the past 30-days than any other chain. $ICP has facilitated around 7.23 million transactions, with the second most active blockchain, Solana, processing just 2.97 million. Where is all this activity coming from?
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Internet Computer has processed 7.2 million transactions in the last month. According to data on Chainspect's activity dashboard, DFINITY Foundation has processed more transactions in the past 30-days than any other chain. $ICP has facilitated around 7.23 million transactions, with the second most active blockchain, Solana, processing just 2.97 million. Where is all this activity coming from?

BSCN

23,962 次观看 • 1 个月前

So Internet Computer is faster than Solana...!? According to Chainspect's real-time TPS chart, DFINITY Foundation's Internet Computer recorded an average tx/s of 2,554 over the past week. This is more than double Solana's tx/s of 1,153 in the same period. Is the industry sleeping on $ICP or are these just vanity metrics...?
0:20

So Internet Computer is faster than Solana...!? According to Chainspect's real-time TPS chart, DFINITY Foundation's Internet Computer recorded an average tx/s of 2,554 over the past week. This is more than double Solana's tx/s of 1,153 in the same period. Is the industry sleeping on $ICP or are these just vanity metrics...?

BSCN

21,905 次观看 • 1 个月前

Internet Computer the fastest blockchain in May 2026?! According to Chainspect's real-time TPS tracker, DFINITY Foundation's $ICP is leading the pack for May, with an average of 2,734 transactions per second. Solana ranks second with 1,153 tx/s and Fogo comes third with 170.9 tx/s/ Are these really the three fastest blockchains?! Share your opinion below...
0:20

Internet Computer the fastest blockchain in May 2026?! According to Chainspect's real-time TPS tracker, DFINITY Foundation's $ICP is leading the pack for May, with an average of 2,734 transactions per second. Solana ranks second with 1,153 tx/s and Fogo comes third with 170.9 tx/s/ Are these really the three fastest blockchains?! Share your opinion below...

BSCN

19,913 次观看 • 1 个月前

I don’t know if it’s my excess hopium, but… Could #InternetComputer be the digital infrastructure for the U.S. National Crypto Reserve? In recent days, the crypto market has faced extreme volatility due to global economic uncertainty and Trump’s new tariff policies. Bitcoin has held its support at $90,000, gaining dominance but negatively impacting altcoins, including #ICP. However, the real focus isn’t on the present—it’s on what’s coming next: the imminent decision on the U.S. National Crypto Reserve. 🔥 📍 Davos 2025 and ICP’s Key Role At this year’s World Economic Forum, Internet Computer played a pivotal role with major announcements regarding its decentralized digital infrastructure. Additionally, it secured strategic agreements with #HBAR to merge the best of both technologies, all under the watchful eye of 𝙺𝚒𝚖𝚋𝚊𝚕 𝙼𝚞𝚜𝚔 🤠. This signals an increasing alignment between Web3 innovations and global geopolitical leaders. 🏛 Trump and the U.S. National Crypto Reserve At Davos 2025, Trump signed an executive order formally recognizing the importance of digital assets and establishing a task force to regulate and potentially create a National Crypto Reserve. If the U.S. truly seeks a secure, efficient, and decentralized infrastructure for this reserve, #ICP stands out as the best option. 🔗 ✅ Smart contract hosting on a fully decentralized blockchain ✅ Complete independence from centralized servers (Amazon Web Services, Google Cloud, Microsoft Azure) ✅ Maximum security and digital sovereignty for the U.S. 🚀 The HBAR-SpaceX Connection & Cardano’s Integration with ICP • #HBAR already has ties to SpaceX, with the launch of a satellite for decentralized infrastructure. 🚀 • Charles Hoskinson has publicly expressed interest in integrating ICP’s Chain Key technology with Cardano, opening the door to a new level of blockchain interoperability. • We are witnessing the birth of a technological convergence where the most advanced blockchain infrastructures are aligning to shape the future of digital sovereignty in Web3. 🌍 And What About the European Union? The EU has rejected Bitcoin as a reserve asset due to environmental concerns. But ICP provides the perfect solution: ✅ ckBTC enables scalable Bitcoin transactions with minimal fees ✅ Chain Key eliminates the need for centralized bridges ✅ Complies with the EU’s environmental commitments If both the U.S. and Europe need a secure, decentralized digital infrastructure… what better option is there than ICP? 🔥 The Ultimate Question: If the U.S. government is truly seeking a secure digital reserve, how will it ensure its custody without relying on centralized and vulnerable infrastructure? ICP is the only viable solution to host, secure, and manage digital assets in a fully decentralized way. 📌 Are we witnessing the formation of the blockchain infrastructure that will power the U.S. National Crypto Reserve? Or should I lay off the hopium? 🚀♾️ #InternetComputer #ICP #Cardano #ADA #HBAR #Web3 #ChainKey #SpaceX #Decentralization #Bitcoin #Crypto #Trump DFINITY Elon Musk Donald J. Trump Bloomberg Forbes CoinDesk
0:27

I don’t know if it’s my excess hopium, but… Could #InternetComputer be the digital infrastructure for the U.S. National Crypto Reserve? In recent days, the crypto market has faced extreme volatility due to global economic uncertainty and Trump’s new tariff policies. Bitcoin has held its support at $90,000, gaining dominance but negatively impacting altcoins, including #ICP. However, the real focus isn’t on the present—it’s on what’s coming next: the imminent decision on the U.S. National Crypto Reserve. 🔥 📍 Davos 2025 and ICP’s Key Role At this year’s World Economic Forum, Internet Computer played a pivotal role with major announcements regarding its decentralized digital infrastructure. Additionally, it secured strategic agreements with #HBAR to merge the best of both technologies, all under the watchful eye of 𝙺𝚒𝚖𝚋𝚊𝚕 𝙼𝚞𝚜𝚔 🤠. This signals an increasing alignment between Web3 innovations and global geopolitical leaders. 🏛 Trump and the U.S. National Crypto Reserve At Davos 2025, Trump signed an executive order formally recognizing the importance of digital assets and establishing a task force to regulate and potentially create a National Crypto Reserve. If the U.S. truly seeks a secure, efficient, and decentralized infrastructure for this reserve, #ICP stands out as the best option. 🔗 ✅ Smart contract hosting on a fully decentralized blockchain ✅ Complete independence from centralized servers (Amazon Web Services, Google Cloud, Microsoft Azure) ✅ Maximum security and digital sovereignty for the U.S. 🚀 The HBAR-SpaceX Connection & Cardano’s Integration with ICP • #HBAR already has ties to SpaceX, with the launch of a satellite for decentralized infrastructure. 🚀 • Charles Hoskinson has publicly expressed interest in integrating ICP’s Chain Key technology with Cardano, opening the door to a new level of blockchain interoperability. • We are witnessing the birth of a technological convergence where the most advanced blockchain infrastructures are aligning to shape the future of digital sovereignty in Web3. 🌍 And What About the European Union? The EU has rejected Bitcoin as a reserve asset due to environmental concerns. But ICP provides the perfect solution: ✅ ckBTC enables scalable Bitcoin transactions with minimal fees ✅ Chain Key eliminates the need for centralized bridges ✅ Complies with the EU’s environmental commitments If both the U.S. and Europe need a secure, decentralized digital infrastructure… what better option is there than ICP? 🔥 The Ultimate Question: If the U.S. government is truly seeking a secure digital reserve, how will it ensure its custody without relying on centralized and vulnerable infrastructure? ICP is the only viable solution to host, secure, and manage digital assets in a fully decentralized way. 📌 Are we witnessing the formation of the blockchain infrastructure that will power the U.S. National Crypto Reserve? Or should I lay off the hopium? 🚀♾️ #InternetComputer #ICP #Cardano #ADA #HBAR #Web3 #ChainKey #SpaceX #Decentralization #Bitcoin #Crypto #Trump DFINITY Elon Musk Donald J. Trump Bloomberg Forbes CoinDesk

Felipe.icp ∞

10,260 次观看 • 1 年前

NEW Solana Sessions dives into Harmonic’s plan to bring Nasdaq onchain Its cofounder Ben ⌛ explains how it’s creating an open, competitive marketplace on Solana with plans to scale to 1M TPS Timestamps 00:00 – Intro: Solana’s progress & how Temporal fits in 01:03 – Creating an “onchain Nasdaq” for Solana 02:15 – Ben’s background: from math & CS student to interning at Citadel 03:19 – What drew him from traditional finance to crypto 04:11 – First impressions of Solana’s speed and performance 05:25 – Why Ben left HFT firms to build in decentralized finance 06:20 – Problems with centralized markets and the appeal of DeFi transparency 07:04 – How Solana achieved real efficiency and low fees 08:50 – Understanding more about Harmonic 10:15 – Why sequencing and inclusion latency matter for DeFi apps 11:35 – Standardizing Solana’s transaction rules with ACE (Application Controlled Execution) 13:13 – Why open sequencing helps apps like DEXs and liquidators 14:04 – Bringing predictability and competition to Solana’s block production 15:32 – How multiple builders competing improves network throughput 16:51 – The goal: Solana reaching 10 to 100x throughput with stability 18:06 – Long-term potential can be 1 million TPS and sustainable decentralization 19:22 – How open sequencing improves inclusion, latency and efficiency 20:57 – Building trust between validators, builders, and applications 22:13 – Preventing toxic block-building practices 23:46 – Why transparency and fairness increase validator revenue 25:04 – What “success” looks like for Solana developers and apps 26:33 – Why Solana’s user and institutional adoption is accelerating 28:10 – The role of liquidity providers and market competition 29:12 – Institutional capital, DeFi adoption & network maturity 31:04 – Advice from Ben: ignore short-term noise, keep building 32:33 – Closing thoughts & future of open blockchain design Watch on X:
32:44

NEW Solana Sessions dives into Harmonic’s plan to bring Nasdaq onchain Its cofounder Ben ⌛ explains how it’s creating an open, competitive marketplace on Solana with plans to scale to 1M TPS Timestamps 00:00 – Intro: Solana’s progress & how Temporal fits in 01:03 – Creating an “onchain Nasdaq” for Solana 02:15 – Ben’s background: from math & CS student to interning at Citadel 03:19 – What drew him from traditional finance to crypto 04:11 – First impressions of Solana’s speed and performance 05:25 – Why Ben left HFT firms to build in decentralized finance 06:20 – Problems with centralized markets and the appeal of DeFi transparency 07:04 – How Solana achieved real efficiency and low fees 08:50 – Understanding more about Harmonic 10:15 – Why sequencing and inclusion latency matter for DeFi apps 11:35 – Standardizing Solana’s transaction rules with ACE (Application Controlled Execution) 13:13 – Why open sequencing helps apps like DEXs and liquidators 14:04 – Bringing predictability and competition to Solana’s block production 15:32 – How multiple builders competing improves network throughput 16:51 – The goal: Solana reaching 10 to 100x throughput with stability 18:06 – Long-term potential can be 1 million TPS and sustainable decentralization 19:22 – How open sequencing improves inclusion, latency and efficiency 20:57 – Building trust between validators, builders, and applications 22:13 – Preventing toxic block-building practices 23:46 – Why transparency and fairness increase validator revenue 25:04 – What “success” looks like for Solana developers and apps 26:33 – Why Solana’s user and institutional adoption is accelerating 28:10 – The role of liquidity providers and market competition 29:12 – Institutional capital, DeFi adoption & network maturity 31:04 – Advice from Ben: ignore short-term noise, keep building 32:33 – Closing thoughts & future of open blockchain design Watch on X:

Talking Tokens Podcast

23,219 次观看 • 8 个月前

Say hello to a massive acceleration of AI smart contracts 🧠 on the Internet Computer #ICP blockchain. Brilliant work by the DFINITY Foundation team has accelerated deterministic floating point instructions by 10X. We continue on our mission to run sophisticated LLMs as smart contracts 👊⚡️🔥 In the demo, image classification is now running 3X+ faster (across 3-4 blocks through consensus compared to 10-12 before). Naturally, the gas/cycles costs of AI inference has come down commensurately. The acceleration was achieved through broad low-level work, which includes commits to the public Wasmtime virtual machine implementation of WebAssembly. Coming optimizations will take us much further. The next optimization will include the integration of SIMD instructions into the smart contract execution environment, which will allow multiple floating point calculations to be performed in parallel through the execution of a single instruction. Something crucial: also in near sight, is the migration of the ICP smart contract environment from 32-bit Wasm to 64-bit Wasm, which will scale the number of AI model weights that can be loaded into contract memory from 2B to whatever is needed for sophisticated LLMs. Somewhat further away, is the provision of new APIs allowing canister smart contract code to export AI computations for accelerated processing on GPUs. This will require substantial work to address the challenges of achieving deterministic computation directly on the silicon, and for the community to agree a new public spec for node machines that pack GPUs, and to add compliant blockchain nodes to the network. Together, these improvements will unlock further orders of magnitude acceleration of AI smart contract inference (and potentially training). We believe that in the future vast numbers of AI models will run as smart contracts, which will prevent them being hacked (and thus the sensitive data they ingest being stolen), make them unstoppable, make them transparent, and where needed, allow them to run autonomously – for example for purposes such as KYC or EVM smart contract verification/certification. In the future, you will be able to have a conversation with a blockchain, and ask it to do reasoning for you. In this bright future, on-chain AI will be at the heart of Web3 – and to be clear, the Internet Computer's chain key technology will allow direct trustless integration with smart contracts on traditional chains such as Ethereum, Solana and NEAR. Join the #ICP mission to run the most impactful AI models on blockchain as smart contracts, and help make the Internet Computer the "everything computer." Join next week's Global R&D for details about the low-level deterministic floating point optimizations. Thanks for following 💪
2:03

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Say hello to a massive acceleration of AI smart contracts 🧠 on the Internet Computer #ICP blockchain. Brilliant work by the DFINITY Foundation team has accelerated deterministic floating point instructions by 10X. We continue on our mission to run sophisticated LLMs as smart contracts 👊⚡️🔥 In the demo, image classification is now running 3X+ faster (across 3-4 blocks through consensus compared to 10-12 before). Naturally, the gas/cycles costs of AI inference has come down commensurately. The acceleration was achieved through broad low-level work, which includes commits to the public Wasmtime virtual machine implementation of WebAssembly. Coming optimizations will take us much further. The next optimization will include the integration of SIMD instructions into the smart contract execution environment, which will allow multiple floating point calculations to be performed in parallel through the execution of a single instruction. Something crucial: also in near sight, is the migration of the ICP smart contract environment from 32-bit Wasm to 64-bit Wasm, which will scale the number of AI model weights that can be loaded into contract memory from 2B to whatever is needed for sophisticated LLMs. Somewhat further away, is the provision of new APIs allowing canister smart contract code to export AI computations for accelerated processing on GPUs. This will require substantial work to address the challenges of achieving deterministic computation directly on the silicon, and for the community to agree a new public spec for node machines that pack GPUs, and to add compliant blockchain nodes to the network. Together, these improvements will unlock further orders of magnitude acceleration of AI smart contract inference (and potentially training). We believe that in the future vast numbers of AI models will run as smart contracts, which will prevent them being hacked (and thus the sensitive data they ingest being stolen), make them unstoppable, make them transparent, and where needed, allow them to run autonomously – for example for purposes such as KYC or EVM smart contract verification/certification. In the future, you will be able to have a conversation with a blockchain, and ask it to do reasoning for you. In this bright future, on-chain AI will be at the heart of Web3 – and to be clear, the Internet Computer's chain key technology will allow direct trustless integration with smart contracts on traditional chains such as Ethereum, Solana and NEAR. Join the #ICP mission to run the most impactful AI models on blockchain as smart contracts, and help make the Internet Computer the "everything computer." Join next week's Global R&D for details about the low-level deterministic floating point optimizations. Thanks for following 💪

dom | icp

278,277 次观看 • 2 年前

Sharing My Journey Trading Memecoins on Solana (1 Year 4 Months In) I’ll also be doing a giveaway 0.5 SOL each to 3 lucky winners ( 48 hours ). The rules are simple: Repost and Share your trading experience on Solana (memecoins or utility coins) and tell me your biggest profit and biggest loss in the comment below. Alright, now it’s time for us to get back to the story. I wanna share my personal experience trading memecoins (and some utility plays) on Solana over the past 1 year and 4 months. Before that, I was pretty active on Ethereum since around 2020. So what made me switch to Solana ? It started when someone from my private group pointed out the potential of Solana, the speed, the low fees, and how early the ecosystem still felt at the time. Funny thing is, I actually heard about Solana when it was already at $80, but I didn’t really touch it until it hit around $100, and I started with 20 SOL as capital. It was sometime around February 2024 (don’t remember the exact date), when I first tried trading memecoins on Solana. Back then, wasn’t even popping yet, most devs were still launching manually. No fancy bots, no real token scanners, just pure risk. ( Correct me if I’m wrong about when first launched. ) Honestly, in the beginning, it was tough. New tokens popping up every second, rugs left and right, Solana was in hype mode, and everyone wanted to launch something. But by April, things started to click. I was finally making profits trading Solana coins, memecoins, lowcap utilities, all that. If I compare it to now, I’d say it was way easier back then to catch early entries. Not even exaggerating, 100x plays were way more common. I will put sneak peek of some of my PnL from my personal channel, Of course, it’s not as simple anymore with today’s market; Bundles everywhere, token farming systems, launch metas changing fast… Back then? It was cleaner. Simpler. Honestly, better. Through all this, I’ve always had one dream: To help people who are truly serious about learning the game. That’s why I started Bollish Research , a place for real ones to learn and grow in this space. From the very beginning of Bollish Academy until now, we’ve built the Bollish Research team through real work and honestly, quite a few people have been cut along the way. The older I get, the more I realize the value of staying low key… of building a tight circle and only letting the right people in. You can be open, honest, and real, but still know that not everyone deserves a seat at your table. I’ve come to realize this right now, all I want is to grind hard, make a lot of money, and make the people who’ve stood by me from day one proud. The ones who were there when I was nothing, all the way to who I am now. I wanna help people in need too, using the profits from my trading, because I’ve never had any intention of launching paid classes or any of that bullshit. So if you’re reading this, listen. Most of the time there is no support system, it's just you and your grind. So believe in yourself. Motivate yourself. Celebrate your small wins. Pray to God that you will make it. Don’t lose hope. Stay focused. Stay consistent. Be disciplined. If you wanna see my PnL, you can check it out below or you can join my Journey Channel ( ) Thanks for reading. I love you all
0:20

Sharing My Journey Trading Memecoins on Solana (1 Year 4 Months In) I’ll also be doing a giveaway 0.5 SOL each to 3 lucky winners ( 48 hours ). The rules are simple: Repost and Share your trading experience on Solana (memecoins or utility coins) and tell me your biggest profit and biggest loss in the comment below. Alright, now it’s time for us to get back to the story. I wanna share my personal experience trading memecoins (and some utility plays) on Solana over the past 1 year and 4 months. Before that, I was pretty active on Ethereum since around 2020. So what made me switch to Solana ? It started when someone from my private group pointed out the potential of Solana, the speed, the low fees, and how early the ecosystem still felt at the time. Funny thing is, I actually heard about Solana when it was already at $80, but I didn’t really touch it until it hit around $100, and I started with 20 SOL as capital. It was sometime around February 2024 (don’t remember the exact date), when I first tried trading memecoins on Solana. Back then, wasn’t even popping yet, most devs were still launching manually. No fancy bots, no real token scanners, just pure risk. ( Correct me if I’m wrong about when first launched. ) Honestly, in the beginning, it was tough. New tokens popping up every second, rugs left and right, Solana was in hype mode, and everyone wanted to launch something. But by April, things started to click. I was finally making profits trading Solana coins, memecoins, lowcap utilities, all that. If I compare it to now, I’d say it was way easier back then to catch early entries. Not even exaggerating, 100x plays were way more common. I will put sneak peek of some of my PnL from my personal channel, Of course, it’s not as simple anymore with today’s market; Bundles everywhere, token farming systems, launch metas changing fast… Back then? It was cleaner. Simpler. Honestly, better. Through all this, I’ve always had one dream: To help people who are truly serious about learning the game. That’s why I started Bollish Research , a place for real ones to learn and grow in this space. From the very beginning of Bollish Academy until now, we’ve built the Bollish Research team through real work and honestly, quite a few people have been cut along the way. The older I get, the more I realize the value of staying low key… of building a tight circle and only letting the right people in. You can be open, honest, and real, but still know that not everyone deserves a seat at your table. I’ve come to realize this right now, all I want is to grind hard, make a lot of money, and make the people who’ve stood by me from day one proud. The ones who were there when I was nothing, all the way to who I am now. I wanna help people in need too, using the profits from my trading, because I’ve never had any intention of launching paid classes or any of that bullshit. So if you’re reading this, listen. Most of the time there is no support system, it's just you and your grind. So believe in yourself. Motivate yourself. Celebrate your small wins. Pray to God that you will make it. Don’t lose hope. Stay focused. Stay consistent. Be disciplined. If you wanna see my PnL, you can check it out below or you can join my Journey Channel ( ) Thanks for reading. I love you all

Bollish

57,388 次观看 • 10 个月前

A world first: a demonstration of AI running *on* blockchain as a smart contract 🧠⚡️ The Internet Computer is used – the world's first 3rd gen. blockchain #ICP. AI will become the beating heart of our web3, multi-chain world, and this is only my first demo. Code will follow shortly. This is running on DFINITY's Internet Computer testnet, but you'll be able to take the code and run it on the public network as the NNS is expected to up the per-transaction instruction limit in the coming days. Some important notes. The inference engine used has not been optimized, and we will show vastly greater efficiency in subsequent demos, where the AI runs even faster, and consumes less gas/cycles. We will also propose to the NNS that smart contracts have access to SIMD instructions – which we have determined are deterministic – unlocking vastly more speed and efficiency. Lastly, currently the actor smart contracts ICP hosts run inside a 32 bit environment, which limits their main memory to 4GB. Within the next couple of months, we expect the Internet Computer to move to a 64 bit environment, allowing smart contract memory limits to be raised much higher – allowing for models with far more parameters, and thus power, to be run. Those of you who have followed my posts know that hardware optimization support is planned. Firstly this will involve WASM smart contracts shipping out matrices for processing by the CPUs on existing node machines (another advantage of the Internet Computer running on sovereign node hardware). Secondly, we plan to propose a new public node machine specification, which node providers can build to, for use in subnets specialized for hosting AI smart contracts, in which each machine will incorporate several GPUs. Naturally, this will be packaged with other technological developments that ensure smart contract determinism. This is part of our mission to enable powerful LLMs to run as smart contracts on the Internet Computer – in a forms that are tamperproof, unstoppable, and optionally autonomous (including under the exclusive control of DAOs). Our vision: you will be able to have a chat with a smart contract. A smart contract will be able to coordinate your organization (see my earlier tweet about a "Delphi"). ICP smart contracts will be able to audit Ethereum smart contracts, kitemarking those without backdoors and reentrancy bugs. And smart contracts will be able to do KYC autonmously, matching faces to driving licenses, and more. We will deliver new SDK enhancements, and work with partners, to turbocharge crypto AI developers. Secure and unstoppable AI and third generation blockchain will be two sides of the same coin. Security and AI will be indivisible. AI models will be traded as NFTs. Thanks to Internet Computer's chain key (trustless multi-chain) capabilities, all blockchains will be able to leverage AI smart contracts. The future is beyond exciting. Thanks for watching. Can't wait to give you more demos!
4:17

A world first: a demonstration of AI running *on* blockchain as a smart contract 🧠⚡️ The Internet Computer is used – the world's first 3rd gen. blockchain #ICP. AI will become the beating heart of our web3, multi-chain world, and this is only my first demo. Code will follow shortly. This is running on DFINITY's Internet Computer testnet, but you'll be able to take the code and run it on the public network as the NNS is expected to up the per-transaction instruction limit in the coming days. Some important notes. The inference engine used has not been optimized, and we will show vastly greater efficiency in subsequent demos, where the AI runs even faster, and consumes less gas/cycles. We will also propose to the NNS that smart contracts have access to SIMD instructions – which we have determined are deterministic – unlocking vastly more speed and efficiency. Lastly, currently the actor smart contracts ICP hosts run inside a 32 bit environment, which limits their main memory to 4GB. Within the next couple of months, we expect the Internet Computer to move to a 64 bit environment, allowing smart contract memory limits to be raised much higher – allowing for models with far more parameters, and thus power, to be run. Those of you who have followed my posts know that hardware optimization support is planned. Firstly this will involve WASM smart contracts shipping out matrices for processing by the CPUs on existing node machines (another advantage of the Internet Computer running on sovereign node hardware). Secondly, we plan to propose a new public node machine specification, which node providers can build to, for use in subnets specialized for hosting AI smart contracts, in which each machine will incorporate several GPUs. Naturally, this will be packaged with other technological developments that ensure smart contract determinism. This is part of our mission to enable powerful LLMs to run as smart contracts on the Internet Computer – in a forms that are tamperproof, unstoppable, and optionally autonomous (including under the exclusive control of DAOs). Our vision: you will be able to have a chat with a smart contract. A smart contract will be able to coordinate your organization (see my earlier tweet about a "Delphi"). ICP smart contracts will be able to audit Ethereum smart contracts, kitemarking those without backdoors and reentrancy bugs. And smart contracts will be able to do KYC autonmously, matching faces to driving licenses, and more. We will deliver new SDK enhancements, and work with partners, to turbocharge crypto AI developers. Secure and unstoppable AI and third generation blockchain will be two sides of the same coin. Security and AI will be indivisible. AI models will be traded as NFTs. Thanks to Internet Computer's chain key (trustless multi-chain) capabilities, all blockchains will be able to leverage AI smart contracts. The future is beyond exciting. Thanks for watching. Can't wait to give you more demos!

dom | icp

1,362,003 次观看 • 2 年前

This is another piece about #kaspa and why you should accumulate as much as possible. I think people don't realize yet the tangible progress that $kas had from the launch of the project. And who complains about the chart going sideways for a few months, that is called redistribution after an amazing run during the bear market. Enjoy. Kaspa: The Blockchain Speed Demon Redefining Crypto Efficiency Kaspa has emerged as a significant player in the cryptocurrency landscape, particularly noted for its advancements in transaction speed and scalability while maintaining the foundational principles of Bitcoin (BTC). Here's an insightful look into Kaspa's achievements and its relation to Bitcoin: Unprecedented Speed on Testnet: Kaspa's testnet has demonstrated remarkable speed, achieving up to 10 blocks per second (BPS). This is a monumental leap when compared to Bitcoin, which processes about one block every 10 minutes. This speed was showcased in Kaspa's Testnet 11, where the network's peer-to-peer dynamics and node health remained stable, indicating the robustness of its design. This capability is facilitated by Kaspa's unique implementation of the GHOSTDAG protocol, which allows for parallel processing of blocks, significantly enhancing throughput compared to traditional blockchain structures. Similarities to Bitcoin: Decentralization and Security: Just like Bitcoin, Kaspa uses a Proof-of-Work (PoW) consensus mechanism, ensuring that the network remains decentralized and secure. Kaspa's approach, however, does not orphan blocks created in parallel but instead orders them within the consensus, maintaining a high degree of security without sacrificing speed. No Premine or ICO: Kaspa was launched with a fair distribution method, eschewing pre-mines or initial coin offerings, mimicking Bitcoin's launch ethos to ensure a level playing field for all participants from the outset. Scarcity: Similar to Bitcoin, Kaspa has a capped supply, which encourages a deflationary model. This aspect could potentially make Kaspa an attractive store of value, akin to Bitcoin's role as "digital gold," although Kaspa brands itself more as "digital silver" due to its focus on speed and utility. Advancements Beyond Bitcoin: Scalability: Where Bitcoin struggles with scalability due to its block size limit, Kaspa's BlockDAG structure enables it to process transactions at a scale that Bitcoin cannot match without significant network congestion or fee hikes. This makes Kaspa potentially more suitable for everyday transactions. Transaction Confirmation Time: Kaspa transactions are confirmed in about 10 seconds, compared to Bitcoin's minimum of 10 minutes, making it highly efficient for real-world applications where speed is crucial. Energy Efficiency: By design, Kaspa aims to be less energy-intensive than Bitcoin while maintaining PoW security, leveraging algorithms like kHeavyHash which are more suited to the high-throughput environment of a DAG. Future Adaptability: Kaspa plans to introduce features like smart contracts with very low fees, potentially positioning it as a platform for decentralized applications (dApps) without the scaling issues faced by other networks like Ethereum. The Road Ahead: Kaspa is not just another cryptocurrency; it's a project that challenges the established norms of blockchain scalability. By solving the blockchain trilemma of security, scalability, and decentralization, Kaspa could set a new standard for what's possible in cryptocurrency. However, its relatively new status in the market means it has yet to prove its resilience over decades like Bitcoin. The community's enthusiasm, combined with ongoing development like the Rust rewrite for better performance, suggests Kaspa is on a path to potentially significant growth and adoption. In conclusion, while Kaspa shares foundational similarities with Bitcoin, its advancements in speed, scalability, and adaptability make it a compelling alternative or companion in the crypto ecosystem. Its testnet achievements are just the beginning of what could be a transformative journey in the blockchain space.
5:10

This is another piece about #kaspa and why you should accumulate as much as possible. I think people don't realize yet the tangible progress that $kas had from the launch of the project. And who complains about the chart going sideways for a few months, that is called redistribution after an amazing run during the bear market. Enjoy. Kaspa: The Blockchain Speed Demon Redefining Crypto Efficiency Kaspa has emerged as a significant player in the cryptocurrency landscape, particularly noted for its advancements in transaction speed and scalability while maintaining the foundational principles of Bitcoin (BTC). Here's an insightful look into Kaspa's achievements and its relation to Bitcoin: Unprecedented Speed on Testnet: Kaspa's testnet has demonstrated remarkable speed, achieving up to 10 blocks per second (BPS). This is a monumental leap when compared to Bitcoin, which processes about one block every 10 minutes. This speed was showcased in Kaspa's Testnet 11, where the network's peer-to-peer dynamics and node health remained stable, indicating the robustness of its design. This capability is facilitated by Kaspa's unique implementation of the GHOSTDAG protocol, which allows for parallel processing of blocks, significantly enhancing throughput compared to traditional blockchain structures. Similarities to Bitcoin: Decentralization and Security: Just like Bitcoin, Kaspa uses a Proof-of-Work (PoW) consensus mechanism, ensuring that the network remains decentralized and secure. Kaspa's approach, however, does not orphan blocks created in parallel but instead orders them within the consensus, maintaining a high degree of security without sacrificing speed. No Premine or ICO: Kaspa was launched with a fair distribution method, eschewing pre-mines or initial coin offerings, mimicking Bitcoin's launch ethos to ensure a level playing field for all participants from the outset. Scarcity: Similar to Bitcoin, Kaspa has a capped supply, which encourages a deflationary model. This aspect could potentially make Kaspa an attractive store of value, akin to Bitcoin's role as "digital gold," although Kaspa brands itself more as "digital silver" due to its focus on speed and utility. Advancements Beyond Bitcoin: Scalability: Where Bitcoin struggles with scalability due to its block size limit, Kaspa's BlockDAG structure enables it to process transactions at a scale that Bitcoin cannot match without significant network congestion or fee hikes. This makes Kaspa potentially more suitable for everyday transactions. Transaction Confirmation Time: Kaspa transactions are confirmed in about 10 seconds, compared to Bitcoin's minimum of 10 minutes, making it highly efficient for real-world applications where speed is crucial. Energy Efficiency: By design, Kaspa aims to be less energy-intensive than Bitcoin while maintaining PoW security, leveraging algorithms like kHeavyHash which are more suited to the high-throughput environment of a DAG. Future Adaptability: Kaspa plans to introduce features like smart contracts with very low fees, potentially positioning it as a platform for decentralized applications (dApps) without the scaling issues faced by other networks like Ethereum. The Road Ahead: Kaspa is not just another cryptocurrency; it's a project that challenges the established norms of blockchain scalability. By solving the blockchain trilemma of security, scalability, and decentralization, Kaspa could set a new standard for what's possible in cryptocurrency. However, its relatively new status in the market means it has yet to prove its resilience over decades like Bitcoin. The community's enthusiasm, combined with ongoing development like the Rust rewrite for better performance, suggests Kaspa is on a path to potentially significant growth and adoption. In conclusion, while Kaspa shares foundational similarities with Bitcoin, its advancements in speed, scalability, and adaptability make it a compelling alternative or companion in the crypto ecosystem. Its testnet achievements are just the beginning of what could be a transformative journey in the blockchain space.

Satoshi Vibz

11,501 次观看 • 1 年前

If you know #Python you can now build Apps on a blockchain. #Algorand is a permissionless operating system, anyone can build on it. Transaction fees are low meaning it's not expensive to use. Algorand has never had any downtime so it's reliable and is one of the rare blockchains with instant finality. Over 10 million Python developers are now able to use what they've learn't through writing in the Python coding language and apply it to a blockchain for the first time. It's going to be interesting to see what people start building, we're building a low poly virtual world 🌐 Developers no longer have to learn complicated and relatively unknown languages like #Solidity or #PyTeal to be able to build #Decentralised applications. In under 10 minutes, you can start building on a blockchain. If you'd like to get started or learn more then check out this link and follow the Algorand Developers. The barrier to entry for blockchain development has now significantly been lowered. Algorand may start to out develop blockchains like #Ethereum and #Solana, partly because of the access to a developer pool 300 times bigger than the Solidity developer pool. But also because Algorand doesn't crash, have failed transactions or cost much to use. 😆 😌 🤔 ✨To help us spread the message and have a chance to win a share of 1m $NIKO ($900) then please like, retweet, follow rxelms and tag 3 friends in the comments using the emoji 🐍 10 winners will be selected in 48 hours, to be eligible you must have over 50 followers. Thanks and good luck.
1:41

If you know #Python you can now build Apps on a blockchain. #Algorand is a permissionless operating system, anyone can build on it. Transaction fees are low meaning it's not expensive to use. Algorand has never had any downtime so it's reliable and is one of the rare blockchains with instant finality. Over 10 million Python developers are now able to use what they've learn't through writing in the Python coding language and apply it to a blockchain for the first time. It's going to be interesting to see what people start building, we're building a low poly virtual world 🌐 Developers no longer have to learn complicated and relatively unknown languages like #Solidity or #PyTeal to be able to build #Decentralised applications. In under 10 minutes, you can start building on a blockchain. If you'd like to get started or learn more then check out this link and follow the Algorand Developers. The barrier to entry for blockchain development has now significantly been lowered. Algorand may start to out develop blockchains like #Ethereum and #Solana, partly because of the access to a developer pool 300 times bigger than the Solidity developer pool. But also because Algorand doesn't crash, have failed transactions or cost much to use. 😆 😌 🤔 ✨To help us spread the message and have a chance to win a share of 1m $NIKO ($900) then please like, retweet, follow rxelms and tag 3 friends in the comments using the emoji 🐍 10 winners will be selected in 48 hours, to be eligible you must have over 50 followers. Thanks and good luck.

rxelms

73,551 次观看 • 2 年前

DEAR SOLANA, It was love at first sight I know it sounds cliché But you just made everything right From your community, I never want to stray The speed of your transaction Is faster than the popular Usain Bolt Even light’s speed isn’t a worthy competition From your community, I will never revolt And your low transaction cost Oh! How it makes life so much easier With you, I would never be lost In your community I will build deeper Your Proof-of-History and Proof-of-Stake Mechanism Shows your level of accountability to your community For you, I’d accept to be sued for plagiarism Because I’ll blindly copy the footsteps of your community Its amazing how with you, I have lots of options From DeFi to NFTs to gaming to payments and even DePIN But it’s crazy how you’re my only option With your community, I’ll never dip in You first gave me Superteam Superteam Nigeria Where I learn without the L Superteam Earn keeps me on my screen And I know with your community, it is well Then, you gave me $PENGU from Pudgy Penguins You said it was to appreciate my footprints on the blockchain With a reward that felt like magic from merlin You are my favorite and top chain Up next came $JUP from Jupiter Took me out of this world Those who didn’t get it were in soup They could only have their lips curled Wait! You also gave me $SOLID from Solana ID 🪷 Never expected that one Indeed, it brought me solace Like I said you’re second to none You’ve promised me Meteora and stabble amongst others And I know you, you’ll keep to your promises So, I go wait if nah 10 years e go take Because you always deliver my orders Unlike some guys wey too dey break their promises Even when them sabi say na my heart dey at stake SO, HAPPY VALANTINE’S DAY MY DEAR Solana Can I take you to Havana? Love, DIVA💎✨
1:59

DEAR SOLANA, It was love at first sight I know it sounds cliché But you just made everything right From your community, I never want to stray The speed of your transaction Is faster than the popular Usain Bolt Even light’s speed isn’t a worthy competition From your community, I will never revolt And your low transaction cost Oh! How it makes life so much easier With you, I would never be lost In your community I will build deeper Your Proof-of-History and Proof-of-Stake Mechanism Shows your level of accountability to your community For you, I’d accept to be sued for plagiarism Because I’ll blindly copy the footsteps of your community Its amazing how with you, I have lots of options From DeFi to NFTs to gaming to payments and even DePIN But it’s crazy how you’re my only option With your community, I’ll never dip in You first gave me Superteam Superteam Nigeria Where I learn without the L Superteam Earn keeps me on my screen And I know with your community, it is well Then, you gave me $PENGU from Pudgy Penguins You said it was to appreciate my footprints on the blockchain With a reward that felt like magic from merlin You are my favorite and top chain Up next came $JUP from Jupiter Took me out of this world Those who didn’t get it were in soup They could only have their lips curled Wait! You also gave me $SOLID from Solana ID 🪷 Never expected that one Indeed, it brought me solace Like I said you’re second to none You’ve promised me Meteora and stabble amongst others And I know you, you’ll keep to your promises So, I go wait if nah 10 years e go take Because you always deliver my orders Unlike some guys wey too dey break their promises Even when them sabi say na my heart dey at stake SO, HAPPY VALANTINE’S DAY MY DEAR Solana Can I take you to Havana? Love, DIVA💎✨

𝗗𝗜𝗩𝗔 •₿•💎✨

16,097 次观看 • 1 年前

🚨 ALERT / TECHNICAL FEEDBACK (TUNA Launchpad) $TUNA CA: GfLD9EQn7A1UjopYVJ8aUUjHQhX14dwFf8oBWKW8pump Everyone, stay sharp. This is not FUD — it’s technical information. A lot of people are buying without even testing the launchpad, and as a developer, I felt it was my responsibility to test it first and share real feedback based on what I saw (it’s all shown in the video). ✅ The site appears to be AI-built — and that’s not the issue. The real issue is how the launchpad works, and right now it has critical flaws for anyone putting money into it. 1) No automated on-chain transaction flow A serious launchpad should handle the transaction flow automatically on-chain. Instead, you click “create token” and then you must manually send SOL to a wallet the platform is “waiting on” to receive funds — and only then they create the token and send you your buy. ➡️ This is a massive risk, because it’s not a standard verifiable on-chain flow (a program/contract executing the logic transparently). 2) Tokens are being created with NO Solana metadata The token coming out is not minting with proper metadata — meaning no name, no image, no on-chain identity recorded correctly. ➡️ That’s a major red flag. I can deploy a token with correct Solana metadata in 5 minutes, so a launchpad failing to do this is a serious problem. 3) Token launches with ZERO liquidity (no pool) The token starts with no liquidity at all, only your initial buy. ➡️ Result: it cannot trade on any DEX, because there is no pool / curve to enable swaps. Every real launchpad uses a bonding curve or liquidity model so the token launches with a functional market and a meaningful starting market cap (many start around $4k+, and in ecosystems like BONK pairs such as USD1 often start even higher). 📌 Summary The idea is good, but building a real launchpad is not easy. In its current state, these issues make the risk much higher than most people realize. Since I’m confident most didn’t test it, I tested it for you and shared what I found. If this helped you avoid losses (or reduce risk), here’s my Solana wallet for a tip/bonus: FoJ6dHubHf1bnZpNRDQktzWbDeb5AMcyR761KrNKaeNf ✅ There are still about 10 more problems that I will list in the comments! Good luck to those who stay! Who knows, maybe after the good idea and making money from the fees, they'll decide to do everything 100%. I wish you all the best.
1:54

🚨 ALERT / TECHNICAL FEEDBACK (TUNA Launchpad) $TUNA CA: GfLD9EQn7A1UjopYVJ8aUUjHQhX14dwFf8oBWKW8pump Everyone, stay sharp. This is not FUD — it’s technical information. A lot of people are buying without even testing the launchpad, and as a developer, I felt it was my responsibility to test it first and share real feedback based on what I saw (it’s all shown in the video). ✅ The site appears to be AI-built — and that’s not the issue. The real issue is how the launchpad works, and right now it has critical flaws for anyone putting money into it. 1) No automated on-chain transaction flow A serious launchpad should handle the transaction flow automatically on-chain. Instead, you click “create token” and then you must manually send SOL to a wallet the platform is “waiting on” to receive funds — and only then they create the token and send you your buy. ➡️ This is a massive risk, because it’s not a standard verifiable on-chain flow (a program/contract executing the logic transparently). 2) Tokens are being created with NO Solana metadata The token coming out is not minting with proper metadata — meaning no name, no image, no on-chain identity recorded correctly. ➡️ That’s a major red flag. I can deploy a token with correct Solana metadata in 5 minutes, so a launchpad failing to do this is a serious problem. 3) Token launches with ZERO liquidity (no pool) The token starts with no liquidity at all, only your initial buy. ➡️ Result: it cannot trade on any DEX, because there is no pool / curve to enable swaps. Every real launchpad uses a bonding curve or liquidity model so the token launches with a functional market and a meaningful starting market cap (many start around $4k+, and in ecosystems like BONK pairs such as USD1 often start even higher). 📌 Summary The idea is good, but building a real launchpad is not easy. In its current state, these issues make the risk much higher than most people realize. Since I’m confident most didn’t test it, I tested it for you and shared what I found. If this helped you avoid losses (or reduce risk), here’s my Solana wallet for a tip/bonus: FoJ6dHubHf1bnZpNRDQktzWbDeb5AMcyR761KrNKaeNf ✅ There are still about 10 more problems that I will list in the comments! Good luck to those who stay! Who knows, maybe after the good idea and making money from the fees, they'll decide to do everything 100%. I wish you all the best.

Kame Crypto

14,045 次观看 • 6 个月前

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.
1:14

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.

Milk Road AI

74,611 次观看 • 29 天前

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
5:34

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 次观看 • 1 年前

THE STRAIT OF HORMUZ JUST HANDED YOU THE TRADE OF THE DECADE And most investors are looking in completely the wrong direction. Brent crude closed above $103 on Friday. Up nearly 40% since the strikes began on February 28. The Strait of Hormuz is effectively shut down. Insurance companies have canceled war risk coverage. Over 150 ships are stranded. Tanker traffic has collapsed to near zero. The IEA just called it the largest supply disruption in the history of the global oil market. Nearly 20 million barrels per day of crude and product flows have been choked off. The US is scrambling. The IEA coordinated the release of 400 million barrels from strategic reserves, the largest such action ever. Trump ordered emergency insurance for tankers. The Navy was told to begin escort operations. But behind closed doors, Navy officials told tanker executives there's currently NO availability for escorts. And no guarantees there will be. Iran holds the upper hand. And the market knows it. But here's why this matters far beyond the oil price: What we're witnessing is the EMification of America in real time. The US launched strikes in the middle of nuclear negotiations. The executive branch has been attacking central bank independence. Budget deficits are running at levels historically associated with emerging market economies. Erratic policymaking. Massive fiscal deficits. Judicial interference with monetary policy. These are EMERGING MARKET characteristics, and yet the US equity market still carries a premium developed market valuation. That premium is evaporating. Emerging markets returned 33% in 2025. The S&P 500 returned 17%. Almost DOUBLE the outperformance. And 2026 is accelerating the trend. Here's what the consensus is missing: EM macro is BETTER than developed market macro right now. Budget deficits as a percent of GDP? Lower in EM. Debt levels? Lower. Inflation? Lower. Forecasted earnings growth? HIGHER. EM earnings are expected to grow 21% to 29% this year versus 13% to 14% for the U.S. Brazilian equities are trading at roughly 9 times CAPE earnings. About HALF where they traded during the last EM rally in 2018. And the positioning is absurd: US institutional investors have essentially not owned China since Trump 1.0. Most portfolio managers working today weren't even in the business the last time EM led, which was 2001 to 2008. Everyone is out of position. Now layer in commodities: The digital eats the physical. Without copper, silicon, aluminum, and power, there IS no AI. Full stop. And fossil fuels and renewables are rallying AT THE SAME TIME. That tells you the world has a massive power demand problem that isn't going away. Oil above $100. Gold above $4,600. Silver above $85. Copper near all-time highs. The commodity super-cycle is confirming itself in real time. The Iran conflict just poured gasoline on it. Now here's the setup: Emerging market equities, China and Latin America in particular. Commodities across the board. Energy, industrial metals, precious metals. And what to avoid? Long-duration developed market sovereign debt. Overweight positions in the Mag 7, priced for a world where everything goes right and nothing disrupts the AI spending fantasy. Leadership batons in global markets shift in multi-year cycles. The US led from 2009 through 2024. 15 years. Now we're in the early innings of a multi-year rotation into emerging markets and commodities. The flows follow the performance. The performance follows the earnings. And the earnings are now better in EM than in the US. At a fraction of the valuation. With better macro fundamentals. And almost nobody owns it. This is the trade.
2:00

THE STRAIT OF HORMUZ JUST HANDED YOU THE TRADE OF THE DECADE And most investors are looking in completely the wrong direction. Brent crude closed above $103 on Friday. Up nearly 40% since the strikes began on February 28. The Strait of Hormuz is effectively shut down. Insurance companies have canceled war risk coverage. Over 150 ships are stranded. Tanker traffic has collapsed to near zero. The IEA just called it the largest supply disruption in the history of the global oil market. Nearly 20 million barrels per day of crude and product flows have been choked off. The US is scrambling. The IEA coordinated the release of 400 million barrels from strategic reserves, the largest such action ever. Trump ordered emergency insurance for tankers. The Navy was told to begin escort operations. But behind closed doors, Navy officials told tanker executives there's currently NO availability for escorts. And no guarantees there will be. Iran holds the upper hand. And the market knows it. But here's why this matters far beyond the oil price: What we're witnessing is the EMification of America in real time. The US launched strikes in the middle of nuclear negotiations. The executive branch has been attacking central bank independence. Budget deficits are running at levels historically associated with emerging market economies. Erratic policymaking. Massive fiscal deficits. Judicial interference with monetary policy. These are EMERGING MARKET characteristics, and yet the US equity market still carries a premium developed market valuation. That premium is evaporating. Emerging markets returned 33% in 2025. The S&P 500 returned 17%. Almost DOUBLE the outperformance. And 2026 is accelerating the trend. Here's what the consensus is missing: EM macro is BETTER than developed market macro right now. Budget deficits as a percent of GDP? Lower in EM. Debt levels? Lower. Inflation? Lower. Forecasted earnings growth? HIGHER. EM earnings are expected to grow 21% to 29% this year versus 13% to 14% for the U.S. Brazilian equities are trading at roughly 9 times CAPE earnings. About HALF where they traded during the last EM rally in 2018. And the positioning is absurd: US institutional investors have essentially not owned China since Trump 1.0. Most portfolio managers working today weren't even in the business the last time EM led, which was 2001 to 2008. Everyone is out of position. Now layer in commodities: The digital eats the physical. Without copper, silicon, aluminum, and power, there IS no AI. Full stop. And fossil fuels and renewables are rallying AT THE SAME TIME. That tells you the world has a massive power demand problem that isn't going away. Oil above $100. Gold above $4,600. Silver above $85. Copper near all-time highs. The commodity super-cycle is confirming itself in real time. The Iran conflict just poured gasoline on it. Now here's the setup: Emerging market equities, China and Latin America in particular. Commodities across the board. Energy, industrial metals, precious metals. And what to avoid? Long-duration developed market sovereign debt. Overweight positions in the Mag 7, priced for a world where everything goes right and nothing disrupts the AI spending fantasy. Leadership batons in global markets shift in multi-year cycles. The US led from 2009 through 2024. 15 years. Now we're in the early innings of a multi-year rotation into emerging markets and commodities. The flows follow the performance. The performance follows the earnings. And the earnings are now better in EM than in the US. At a fraction of the valuation. With better macro fundamentals. And almost nobody owns it. This is the trade.

George Noble

436,700 次观看 • 4 个月前

Beyond Tribe and Tongue Nigeria is not the only nation shaped by a mosaic of tribes, languages, and religions. Around the world, several countries with similar diversity are striving—often successfully—to turn it into a source of strength rather than division. India serves as a classic example. Despite a landmass nearly three and a half times larger than Nigeria's and being home to many religions and cultures, India has evolved into a global benchmark for democracy. With a population exceeding one billion people and close to one billion registered voters—of whom about 700 million typically participate in elections—it has established a system widely regarded as free, fair, and credible. Its electoral processes are conducted with remarkable efficiency, often recorded in real-time and largely free of glitches. Beyond the ballot, India has emerged as a global leader in STEM—science, technology, engineering, and mathematics—while also transforming its healthcare system, extending medical insurance to over 50% of its vast population. These achievements are not accidental; they result from deliberate efforts to strengthen the centripetal forces—those elements that bind a nation together—rather than amplify the centrifugal impulses of division that continue to challenge us. When I advocate for the unity of Nigeria, I do so with deep sincerity and conviction. Our cohesion is an indispensable foundation for peaceful coexistence, sustainable development, and enduring national stability. I urge my fellow Nigerians to reflect on the example of India—a nation with a far larger population and an even more intricate web of ethnic and religious diversity—yet one that continues to forge unity from complexity. Ultimately, the true fault lines in our national life are neither tribal nor religious. No tribe or religion enjoys cheaper food in the market, nor is any group more secure than another. Our real challenge lies in competence, capacity, compassion, and the commitment to build a better country. Only then can we move beyond tribe and tongue and create a nation that truly works for all. With the right leadership, a new Nigeria is POssible. -PO
2:43

Beyond Tribe and Tongue Nigeria is not the only nation shaped by a mosaic of tribes, languages, and religions. Around the world, several countries with similar diversity are striving—often successfully—to turn it into a source of strength rather than division. India serves as a classic example. Despite a landmass nearly three and a half times larger than Nigeria's and being home to many religions and cultures, India has evolved into a global benchmark for democracy. With a population exceeding one billion people and close to one billion registered voters—of whom about 700 million typically participate in elections—it has established a system widely regarded as free, fair, and credible. Its electoral processes are conducted with remarkable efficiency, often recorded in real-time and largely free of glitches. Beyond the ballot, India has emerged as a global leader in STEM—science, technology, engineering, and mathematics—while also transforming its healthcare system, extending medical insurance to over 50% of its vast population. These achievements are not accidental; they result from deliberate efforts to strengthen the centripetal forces—those elements that bind a nation together—rather than amplify the centrifugal impulses of division that continue to challenge us. When I advocate for the unity of Nigeria, I do so with deep sincerity and conviction. Our cohesion is an indispensable foundation for peaceful coexistence, sustainable development, and enduring national stability. I urge my fellow Nigerians to reflect on the example of India—a nation with a far larger population and an even more intricate web of ethnic and religious diversity—yet one that continues to forge unity from complexity. Ultimately, the true fault lines in our national life are neither tribal nor religious. No tribe or religion enjoys cheaper food in the market, nor is any group more secure than another. Our real challenge lies in competence, capacity, compassion, and the commitment to build a better country. Only then can we move beyond tribe and tongue and create a nation that truly works for all. With the right leadership, a new Nigeria is POssible. -PO

Peter Obi

95,425 次观看 • 3 个月前

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!
7:52

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!

Vini B |「 thecoding 」

40,183 次观看 • 1 年前

Cerebras inference is very fast. So fast that it changes how we think about configuring our LLMs for voice agent use cases. Kimi K2.6 is a 1T parameter reasoning model that Cerebras serves at 650 - 1,000 tokens per second (end-to-end throughput), with time to first token metrics as low as 150ms (latency). These numbers are two to three times faster than other similarly capable models. The biggest lever we get from this kind of speed is that we can use the model in reasoning mode, and still have excellent "time to first non-thinking token." This solves a big pain point we have in 2026 for voice agent use cases. Almost all recent innovation in post-training has focused on making models good at reasoning ("test time compute"). This is great, but it makes the user-facing model latency much, much slower. Which is a problem for conversational voice agents. We can run Kimi K2.6 with reasoning turned on, and get responses faster than other models produce with reasoning disabled. On my 30-turn voice agent benchmark, Kimi K2.6 with reasoning enabled ties GPT 5.1 and Haiku 4.5 with reasoning disabled, and is still about 200ms seconds faster! On my primary task agent benchmark, Kimi K2.6 is now the #2 model. It ranks just behind Gemini 3.5 Flash in "high" reasoning mode, and tied with GLM 5, Sonnet 4.6, and GPT 5.4 with reasoning set to "low." But Kimi K2.6 completes each turn in the agent loop in under 500ms. The other four models are all at least 3x slower. (Models only qualify for this benchmark if they can complete task turns at a P50 <4s.) A couple of other things that this speed buys us, for production voice agents: - Tool calls happen fast enough that we don't have to work around tool call latency in our pipeline design. - We can prompt the model to output structured data at the beginning of a response, followed by plain text for voice generation. This opens up possibilities like asking the model to do complex classification/generation tasks that influence the rest of the pipeline. For example, the model could create a detailed style prompt for a steerable TTS model, for each individual conversation turn. And, of course, you can use Kimi K2.6 with reasoning turned off. Cerebras calls this "instant" mode. Here's a video of a Cerebras Kimi K2.6 voice agent with voice-to-voice response time, measured at the client, under 500ms. This is the true response latency as perceived by the user, including all network and audio codec overhead, transcription and turn detection, Kimi K2.6 token generation, and voice generation. 500ms is, effectively, instant. So the Cerebras naming for this mode is a propos. :-)
0:40

Cerebras inference is very fast. So fast that it changes how we think about configuring our LLMs for voice agent use cases. Kimi K2.6 is a 1T parameter reasoning model that Cerebras serves at 650 - 1,000 tokens per second (end-to-end throughput), with time to first token metrics as low as 150ms (latency). These numbers are two to three times faster than other similarly capable models. The biggest lever we get from this kind of speed is that we can use the model in reasoning mode, and still have excellent "time to first non-thinking token." This solves a big pain point we have in 2026 for voice agent use cases. Almost all recent innovation in post-training has focused on making models good at reasoning ("test time compute"). This is great, but it makes the user-facing model latency much, much slower. Which is a problem for conversational voice agents. We can run Kimi K2.6 with reasoning turned on, and get responses faster than other models produce with reasoning disabled. On my 30-turn voice agent benchmark, Kimi K2.6 with reasoning enabled ties GPT 5.1 and Haiku 4.5 with reasoning disabled, and is still about 200ms seconds faster! On my primary task agent benchmark, Kimi K2.6 is now the #2 model. It ranks just behind Gemini 3.5 Flash in "high" reasoning mode, and tied with GLM 5, Sonnet 4.6, and GPT 5.4 with reasoning set to "low." But Kimi K2.6 completes each turn in the agent loop in under 500ms. The other four models are all at least 3x slower. (Models only qualify for this benchmark if they can complete task turns at a P50 <4s.) A couple of other things that this speed buys us, for production voice agents: - Tool calls happen fast enough that we don't have to work around tool call latency in our pipeline design. - We can prompt the model to output structured data at the beginning of a response, followed by plain text for voice generation. This opens up possibilities like asking the model to do complex classification/generation tasks that influence the rest of the pipeline. For example, the model could create a detailed style prompt for a steerable TTS model, for each individual conversation turn. And, of course, you can use Kimi K2.6 with reasoning turned off. Cerebras calls this "instant" mode. Here's a video of a Cerebras Kimi K2.6 voice agent with voice-to-voice response time, measured at the client, under 500ms. This is the true response latency as perceived by the user, including all network and audio codec overhead, transcription and turn detection, Kimi K2.6 token generation, and voice generation. 500ms is, effectively, instant. So the Cerebras naming for this mode is a propos. :-)

kwindla

40,319 次观看 • 1 个月前