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Why does DAC have two tokens? More demand pushes token price up, which pushes fees up, which pushes users out. The chain succeeds and breaks at the same time. DAC's fee model decouples usage from token price, so adoption doesn't cannibalize itself.

40,674 次观看 • 3 个月前 •via X (Twitter)

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

Kyle Reidhead | Milk Road

28,320 次观看 • 10 天前

🍖WHAT TO UNDERSTAND ABOUT $BONE 🍖 With the launch of Shibarium, Bone which serves as the gas fee , is expected to see a significant surge in price. Here's why: 1. Increased Demand: #Shibarium's introduction will lead to a surge in overall usage and adoption within the Shiba ecosystem. As more transactions occur on the blockchain, there will be a higher demand for Bone as users need it to pay for gas fees. This increased demand for Bone will likely drive its price upwards. 2. Essentiality and Utility: Bone becomes a vital asset within the Shiba ecosystem as the designated currency for gas fees. Its primary function in facilitating transactions and interacting with the network establishes its intrinsic value and necessity. As Shibarium adoption grows, the demand for Bone will increase, potentially leading to a surge in its price. 3. Limited Supply: If the supply of Bone remains fixed or grows at a slower rate compared to its increasing demand, scarcity will come into play. The limited availability of $Bone, combined with its growing utility, can contribute to its price explosion. 4. Network Effect: Shibarium's traction will create a network effect where the value of Bone increases as more participants join the ecosystem. As the user base expands, the demand for Bone rises, creating a positive feedback loop that can drive up its price. 5. Investor Confidence: The successful launch of Shibarium will likely instill confidence in investors, attracting more attention and potential investment to the ecosystem. Positive sentiment, along with the platform's technological advancements and utility, can contribute to the price appreciation of $Bone. #Shibarium operates as a Layer 2 solution, reducing gas fees significantly and enhancing scalability. This scalability improvement allows for a larger volume of transactions at a lower cost. The combination of reduced gas fees and increased transaction capacity creates a favorable environment, further fueling the potential price explosion of Bone.

𝐋𝐔𝐂𝐈𝐄

34,483 次观看 • 3 年前

⚡ SONIC BONDS ARE NOW LIVE! ⚡⛓️ We’re thrilled to bring Bonds to Sonic — the fastest EVM chain powered by $S, combining speed, incentives, and world-class infrastructure. 🔥 In addition to the $S Bonds from Sonic Labs, we’re also launching two new partner Bonds from within the ecosystem: Shadow Exchange x(3,3) 💥! and むん兵衛@(マッド)ボンバーマン! 1️⃣ Sonic is the highest-performing EVM L1, combining speed, incentives, and world-class infrastructure, powering the next generation of DeFi applications. The chain provides 400,000 TPS and sub-second finality. The S token is Sonic's native token, used for paying transaction fees, staking, running validators, and participating in governance. Grab discounted $S now! → 2️⃣ Shadow is a Sonic-native concentrated liquidity exchange that offers deep liquidity, minimal slippage, and precise trading. Users can maximize returns by targeting active liquidity ranges and fine-tuning price bands. The platform rewards users with fees, vote incentives, and rebases, while its dynamic, customizable fee system adapts to market activity, powered by SHADOW and x33 tokens. Get $x33 tokens at a discount! → 3️⃣ MoonBay is a crypto project on the Sonic Network with a strong community and the $MOON token at its core. Blending meme culture with real utility, it embraces DeFi, NFTs, GameFi, and more. Focused on trends and innovation, MoonBay offers value, entertainment, and growth, making it a vibrant hub in the crypto space. Buy $MOON at a discount! → Get ready to Bond faster, better, and smarter — the Sonic way. 💨

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22,036 次观看 • 1 年前

Natively integrated—and #PoweredbyPyth🔮 Native is a liquidity solution that combines bridges, assets, and pricing into one offering on prominent L1/L2s, including . Learn more about our integration below: ℹ️ About Native Sourcing and supplying liquidity is expected to become prohibitively expensive and challenging as more networks emerge. Liquidity fragmentation persists because pricing remains inventory-based. Native was designed in response to this complexity and offers an elegant solution for routing any asset on one chain into a new target asset on any target chain. Native achieves this through a cross-chain liquidity mesh of cross-chain liquidity networks, bridges, DEXs, and PMMs. More specifically, Native can aggregate the best prices from its network of AMMs, aggregators, and partnered PMMs, so that users will always have competitive prices. 🔮 Native is #PoweredByPyth Native taps into Pyth’s real-time feeds to fetch prices on-chain and off-chain. for example, Native leverages Pyth Price Feeds to power ZetaSwap and support its token pricing operations. How Native Leverages Pyth Price Feeds Native runs its own in-house price-oracle service which will fetch pricing from a variety of sources, including Pyth, to update token prices in Native's backend server. These prices are then fetched and displayed to users live via the NativeX widget. Native also seeks to provide its proprietary trading data and become a part of the Pyth data provider community - more details to come.

Pyth Network 🔮

48,219 次观看 • 2 年前