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𝐖𝐞’𝐫𝐞 𝐞𝐱𝐜𝐢𝐭𝐞𝐝 𝐭𝐨 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞 𝐨𝐮𝐫 𝐡𝐢𝐠𝐡𝐥𝐲 𝐚𝐧𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐞𝐝 𝐌𝐮𝐬𝐞 𝐍𝐨𝐝𝐞 𝐬𝐚𝐥𝐞! 🌕 𝟓𝟎,𝟎𝟎𝟎 Nodes 💎 𝟒,𝟎𝟎𝟎 $MORE Tokens per Node 🚀 𝟐𝟓% Unlock at TGE 🗓️ Whitelist Round: Oct 22, 12 AM EST 🗓️ Public Round: Oct 24, 12 AM EST Join the next-gen web3 gaming ecosystem and earn rewards... show more

🌙Moonveil.gg

307,192 subscribers

404,797 次观看 • 2 年前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

9 条评论

Moonveil.gg 的头像

Moonveil.gg2 年前

Full details here:

Moonveil.gg 的头像

Moonveil.gg1 年前

🚨 Update: The Public Round kicks off on Oct 24, 6 AM EST! Seize the opportunity to be a part of the next-gen gaming ecosystem!

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Abhi2 年前

Glad to be supporting such a great team, let’s cook 🤝

AP Collective 的头像

AP Collective2 年前

GIB NODES!

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Polygon (※,※)2 年前

🎮🏆

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wisdom00♦️🩸2 年前

Bring it on

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jarvisop2 年前

LFG #ZAAR

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$EGLD #MultiversX1 年前

$EGLD

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Leanhtuann2 年前

👨‍🍳

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Artery Private Pre-Sale starts 8 Oct 2025! 🔺 Built on Avalanche🔺, Artery Chain is a next-generation Layer 1 purpose-built for AI-powered, immersive Web3 gaming. Token Metrics FDV: $6,000,000 TGE: $0.003 per ARTERY Initial M.Cap: $390,000 Total Supply: 2,000,000,000 Round 1 (Whitelist Only) Date: 8 Oct, 2PM UTC Price: $0.002 / $ARTERY Duration: 24 hours (Guaranteed allocation) For those that got their application approved Then → Round 2 (Allowlist FCFS) 9 Oct @ $0.002 Round 3 (Public FCFS) 10 Oct @ $0.003 Partners & Backers Artery Chain is Avalanche-backed, a multiple Retro L1 Grant winner, and one of the few selected builders shaping the next-gen Layer 1 ecosystem. Supported by Avalanche Foundation, Avalanche, AVACloud, Ava Labs, Chainlink, GD10 Ventures, Icetea Labs, Exnetwork Capital, 021, X21 Digital, Kommunitas, Gains Associates, Master Ventures and more. 👇Check your wallet WL status and presale info:

Artery Private Pre-Sale starts 8 Oct 2025! 🔺 Built on Avalanche🔺, Artery Chain is a next-generation Layer 1 purpose-built for AI-powered, immersive Web3 gaming. Token Metrics FDV: $6,000,000 TGE: $0.003 per ARTERY Initial M.Cap: $390,000 Total Supply: 2,000,000,000 Round 1 (Whitelist Only) Date: 8 Oct, 2PM UTC Price: $0.002 / $ARTERY Duration: 24 hours (Guaranteed allocation) For those that got their application approved Then → Round 2 (Allowlist FCFS) 9 Oct @ $0.002 Round 3 (Public FCFS) 10 Oct @ $0.003 Partners & Backers Artery Chain is Avalanche-backed, a multiple Retro L1 Grant winner, and one of the few selected builders shaping the next-gen Layer 1 ecosystem. Supported by Avalanche Foundation, Avalanche, AVACloud, Ava Labs, Chainlink, GD10 Ventures, Icetea Labs, Exnetwork Capital, 021, X21 Digital, Kommunitas, Gains Associates, Master Ventures and more. 👇Check your wallet WL status and presale info:

Artery Chain

114,497 次观看 • 1 年前

$⚡️ 212. The Helix Turns. The #BIOSPHERE Awakens. 🧬 ⏳ 5 DAYS until ignition → October 8th. Exclusively on Crypto.com NFT • on the #CroFam 🛸 #SYNTHTOPIA calls its final initiates into a drop unlike any before: INTO THE BIOSPHERE. Vault echoes fracture into form. Titans, Angels, Warriors, Muses & Beasts rise as neural keys, fusing myth with machine, unlocking narrative, rewards, and the future of co-creation. 🪐 Utilities Unlocked 🏆 $21,212 in #Cro Hidden Prizes & 12 Singularities 🪂 1,212 1/1 NFT Airdrops + Tiered Rewards ⚡️ $BIOSYNTH Loyalty Points | Fuel for the Brave 🎨 Creator Rights & IP Access 🎰 Community Privileges & Perks 🧬 Co-create SYNTHTOPIA via Discord & AI 🗝 IRL + Metaverse Gatherings 🚀 The Synthesis Reward System 🚀 Mint Info 💥 333 NFTs at $1 💥 3,000 NFTs at $81 💥 2,222 reserved for ‘SYNTHESIS REWARDS’ 🕹 Explore the Ecosystem: 👉 👉 Drop Gate: 👉 Public Mint: October 8th — 9 AM EST Early Access: October 8th — 6 AM EST 🎉 BIOSPHERE #GIVEAWAY 🏅 1× SYNTHTOPIA: INTO THE BIOSPHERE NFT 🏅 1× 212 $CRO 🏅 3× 212 $LION 💥 How to Enter: 1️⃣ Follow: SYNTHTOPIA × Crypto.com NFT × 2️⃣ Like ❤️ | RT 🔄 | Tag 4 #CroFam 3️⃣ Join: ⏰ Ends Oct 31 | 11:59 PM EST Terms & Conditions Apply. 🔮 Awaken Your Echo. ⚡️ Enter the BIOSPHERE. #Synthtopia #Biosynth #CryptoCom #212movement #NFTdrop #Web3$

⚡️ 212. The Helix Turns. The #BIOSPHERE Awakens. 🧬 ⏳ 5 DAYS until ignition → October 8th. Exclusively on Crypto.com NFT • on the #CroFam 🛸 #SYNTHTOPIA calls its final initiates into a drop unlike any before: INTO THE BIOSPHERE. Vault echoes fracture into form. Titans, Angels, Warriors, Muses & Beasts rise as neural keys, fusing myth with machine, unlocking narrative, rewards, and the future of co-creation. 🪐 Utilities Unlocked 🏆 $21,212 in #Cro Hidden Prizes & 12 Singularities 🪂 1,212 1/1 NFT Airdrops + Tiered Rewards ⚡️ $BIOSYNTH Loyalty Points | Fuel for the Brave 🎨 Creator Rights & IP Access 🎰 Community Privileges & Perks 🧬 Co-create SYNTHTOPIA via Discord & AI 🗝 IRL + Metaverse Gatherings 🚀 The Synthesis Reward System 🚀 Mint Info 💥 333 NFTs at $1 💥 3,000 NFTs at $81 💥 2,222 reserved for ‘SYNTHESIS REWARDS’ 🕹 Explore the Ecosystem: 👉 👉 Drop Gate: 👉 Public Mint: October 8th — 9 AM EST Early Access: October 8th — 6 AM EST 🎉 BIOSPHERE #GIVEAWAY 🏅 1× SYNTHTOPIA: INTO THE BIOSPHERE NFT 🏅 1× 212 $CRO 🏅 3× 212 $LION 💥 How to Enter: 1️⃣ Follow: SYNTHTOPIA × Crypto.com NFT × 2️⃣ Like ❤️ | RT 🔄 | Tag 4 #CroFam 3️⃣ Join: ⏰ Ends Oct 31 | 11:59 PM EST Terms & Conditions Apply. 🔮 Awaken Your Echo. ⚡️ Enter the BIOSPHERE. #Synthtopia #Biosynth #CryptoCom #212movement #NFTdrop #Web3

SYNTHTOPIA

54,542 次观看 • 1 年前

Our 3-Year Journey: Building the Future of Web3 Gaming What started in 2022 as a game studio has evolved into a multi-layer gaming ecosystem — with products, infrastructure, and a thriving community at its core. On June 27, 2025, we proudly completed our TGE — a major step forward on our journey. Thanks for being with us every step of the way 🫶 In the past 3 years, we’ve built so much together across every layer of the ecosystem. 🎮Product Layer We’re building high-quality, engaging games for a diverse player base — across Moonveil Prop, Forge, Mini, and Punch series. Titles like AstrArk, Puffy 2048, Puffy Miner, and Puffy Match are already live, while Bushwhack, Flaming Pets, and Starry Sort are set to launch soon. Our games have been met with incredible love and support from the community, since January 2025, over 2.03 million Unique Active Wallets have joined AstrArk's open beta — and the adventure is still going strong. 🌕Operation & Identity Layer In Season 1, we introduced the Loyalty Program, Moon Beam Points, and Badge System — building a new identity framework that rewards engagement, contribution, and ownership. Over 1 million global users have joined us. To support our global player base, we’ve set up localized community hubs in CIS, East Asia, South Asia, and Brazil, making sure our projects truly connect with local users. We’re proud of the vibrant, feedback-driven community we’ve built, and we’ll keep supporting, listening, and improving. ⚙️ Infra Layer As for infrastructure, we’ve made equally significant progress. By integrating multiple scaling solutions through AggLayer, Moonveil ensures efficiency, security, and scalability. Our Layer 2 Chain testnet went live in February 2025, marking a major milestone. We will keep building, and the Layer 2 Chain mainnet will be launching soon. In Q4 2024, Moonveil launched a successful node sale, selling over 31,000 nodes to 4,137 unique node operators. We’re fully committed to ensuring the stable operation of Muse Node. These nodes will further enhance overall network performance, delivering a reliable and high-speed environment specifically optimized for on-chain gaming. 🚀 MORE to Come $MORE TGE on June 27 was not the destination — it’s just the beginning. Season 2 is just around the corner, with richer ecosystem mechanics, bigger rewards, and more exciting games like Bushwhack and Starry Sort . We’re deeply grateful for the passion and support from our community. Looking ahead, we’re excited to keep growing and evolving — together creating a new era of gaming.

Our 3-Year Journey: Building the Future of Web3 Gaming What started in 2022 as a game studio has evolved into a multi-layer gaming ecosystem — with products, infrastructure, and a thriving community at its core. On June 27, 2025, we proudly completed our TGE — a major step forward on our journey. Thanks for being with us every step of the way 🫶 In the past 3 years, we’ve built so much together across every layer of the ecosystem. 🎮Product Layer We’re building high-quality, engaging games for a diverse player base — across Moonveil Prop, Forge, Mini, and Punch series. Titles like AstrArk, Puffy 2048, Puffy Miner, and Puffy Match are already live, while Bushwhack, Flaming Pets, and Starry Sort are set to launch soon. Our games have been met with incredible love and support from the community, since January 2025, over 2.03 million Unique Active Wallets have joined AstrArk's open beta — and the adventure is still going strong. 🌕Operation & Identity Layer In Season 1, we introduced the Loyalty Program, Moon Beam Points, and Badge System — building a new identity framework that rewards engagement, contribution, and ownership. Over 1 million global users have joined us. To support our global player base, we’ve set up localized community hubs in CIS, East Asia, South Asia, and Brazil, making sure our projects truly connect with local users. We’re proud of the vibrant, feedback-driven community we’ve built, and we’ll keep supporting, listening, and improving. ⚙️ Infra Layer As for infrastructure, we’ve made equally significant progress. By integrating multiple scaling solutions through AggLayer, Moonveil ensures efficiency, security, and scalability. Our Layer 2 Chain testnet went live in February 2025, marking a major milestone. We will keep building, and the Layer 2 Chain mainnet will be launching soon. In Q4 2024, Moonveil launched a successful node sale, selling over 31,000 nodes to 4,137 unique node operators. We’re fully committed to ensuring the stable operation of Muse Node. These nodes will further enhance overall network performance, delivering a reliable and high-speed environment specifically optimized for on-chain gaming. 🚀 MORE to Come $MORE TGE on June 27 was not the destination — it’s just the beginning. Season 2 is just around the corner, with richer ecosystem mechanics, bigger rewards, and more exciting games like Bushwhack and Starry Sort . We’re deeply grateful for the passion and support from our community. Looking ahead, we’re excited to keep growing and evolving — together creating a new era of gaming.

🌙Moonveil.gg

78,782 次观看 • 1 年前

🚨 New STEPN and STEPN GO in-game challenge just dropped: The Marathon Challenge 👟 This one is simple, yet kinda brutal. Here’s the deal: you lock in a fee, you move EVERY day, and you earn GGUSD from participants who didn’t make it! Join through either the STEPN GO main menu (just tap the Marathon icon) or the STEPN pop-up when you launch your app, then: 🔐 Lock 50 $GGUSD to activate your Marathon Subscription 👉 You can join from either STEPN or STEPN GO (or both), but your participation counts as one single entry total. 🎁 Earn weekly rewards for participating, or upgrade to the Season Pass for 20 GGUSD to unlock extra rewards! 🗓️ How it works: - Each season lasts 12 weeks, made of 6 rounds (2 weeks each). - If you miss a round, you can register for the next one before it starts. 🛎️ For Round 1, you must register before October 26 at 11:59 PM UTC. Once registration closes, Round 1 begins, no late entries. From there, your one job is to use 2 Energy every day in STEPN or STEPN GO. Simple right? ⚠️ To qualify, you need to complete 2 Energy in at least one app between 00:00 and 23:59 UTC each day. ✅ If you make it to the end: You keep your fee, auto-enroll in the next round (unless you hit “unlock”), and you get a cut of the pool from everyone who didn’t make it: straight to your wallet. ❌ If you miss a day: You’re out. Your fee goes into the prize pool. GGs. That’s it: just a fun challenge that rewards consistency 💪 The first round starts on October 27! Let’s see who can really stick with it!

🚨 New STEPN and STEPN GO in-game challenge just dropped: The Marathon Challenge 👟 This one is simple, yet kinda brutal. Here’s the deal: you lock in a fee, you move EVERY day, and you earn GGUSD from participants who didn’t make it! Join through either the STEPN GO main menu (just tap the Marathon icon) or the STEPN pop-up when you launch your app, then: 🔐 Lock 50 $GGUSD to activate your Marathon Subscription 👉 You can join from either STEPN or STEPN GO (or both), but your participation counts as one single entry total. 🎁 Earn weekly rewards for participating, or upgrade to the Season Pass for 20 GGUSD to unlock extra rewards! 🗓️ How it works: - Each season lasts 12 weeks, made of 6 rounds (2 weeks each). - If you miss a round, you can register for the next one before it starts. 🛎️ For Round 1, you must register before October 26 at 11:59 PM UTC. Once registration closes, Round 1 begins, no late entries. From there, your one job is to use 2 Energy every day in STEPN or STEPN GO. Simple right? ⚠️ To qualify, you need to complete 2 Energy in at least one app between 00:00 and 23:59 UTC each day. ✅ If you make it to the end: You keep your fee, auto-enroll in the next round (unless you hit “unlock”), and you get a cut of the pool from everyone who didn’t make it: straight to your wallet. ❌ If you miss a day: You’re out. Your fee goes into the prize pool. GGs. That’s it: just a fun challenge that rewards consistency 💪 The first round starts on October 27! Let’s see who can really stick with it!

STEPN

193,790 次观看 • 11 个月前

🚨NODE SALE Alert!🚨 If you are looking into exploring #Nodes, but finding it difficult to get started, I recommend exploring PlayFi - (Follow @PlayFiAI our new handle)! It's super easy to setup and they are about to have an epic public Node License Sale! 💥 Their Launch partners are great! Including Polygon, Aethir, Nim.Trade, ZKsync, Matter Labs, and more! This is your chance to be part of something HUGE - where #AI supercharges content creation across gaming, streaming, and everything in between! 🤯 🔥 Why You NEED to Jump In 👇👇: PlayFi's AI Magic: Imagine turning every like, comment, and view into instant, actionable data! 📈 From electrifying live streams to giving game studios insane insights without lifting a finger, PlayFi is changing the game. $PLAY Token Bonanza: Early birds get the worm... or in this case, a 3x airdrop bonus of $PLAY tokens! 🤑 Easy-Peasy Nodes: No fancy gear needed! Run PlayFi nodes right alongside your current setup without breaking a sweat. It's your VIP pass to a massive, decentralized network that turns endless content into valuable, on-chain data. 🤯 Limited-Time Gold Rush: Only 10,000 licenses up for grabs! Secure yours and start earning those sweet, sweet $PLAY token rewards at mainnet launch. The more nodes you own, the bigger your potential payout! 🤑 Tech Meets Opportunity: We're talking AI, decentralized networks, and the creator economy all in one place. PlayFi nodes are the backbone of this revolution, ensuring a massive, global network that rewards everyone involved. 🌐 ⏳ Don't Miss Out! PlayFi is shaping the future of Web3, and you can be a part of it! 💪 Join the Discord for Whitelists: #PlayFi #Web3Gaming #P2E #DATA #Node #NodeSale Disclaimer: For full transparency, I am serving #PlayFi as a KOL, and I want to emphasize that I am extremely selective when it comes to the projects I choose to partner with. Only those that meet my strict criteria and align with my values will have the privilege of collaborating with me. This is just my review and not a financial advice, please DYOR

🚨NODE SALE Alert!🚨 If you are looking into exploring #Nodes, but finding it difficult to get started, I recommend exploring PlayFi - (Follow @PlayFiAI our new handle)! It's super easy to setup and they are about to have an epic public Node License Sale! 💥 Their Launch partners are great! Including Polygon, Aethir, Nim.Trade, ZKsync, Matter Labs, and more! This is your chance to be part of something HUGE - where #AI supercharges content creation across gaming, streaming, and everything in between! 🤯 🔥 Why You NEED to Jump In 👇👇: PlayFi's AI Magic: Imagine turning every like, comment, and view into instant, actionable data! 📈 From electrifying live streams to giving game studios insane insights without lifting a finger, PlayFi is changing the game. $PLAY Token Bonanza: Early birds get the worm... or in this case, a 3x airdrop bonus of $PLAY tokens! 🤑 Easy-Peasy Nodes: No fancy gear needed! Run PlayFi nodes right alongside your current setup without breaking a sweat. It's your VIP pass to a massive, decentralized network that turns endless content into valuable, on-chain data. 🤯 Limited-Time Gold Rush: Only 10,000 licenses up for grabs! Secure yours and start earning those sweet, sweet $PLAY token rewards at mainnet launch. The more nodes you own, the bigger your potential payout! 🤑 Tech Meets Opportunity: We're talking AI, decentralized networks, and the creator economy all in one place. PlayFi nodes are the backbone of this revolution, ensuring a massive, global network that rewards everyone involved. 🌐 ⏳ Don't Miss Out! PlayFi is shaping the future of Web3, and you can be a part of it! 💪 Join the Discord for Whitelists: #PlayFi #Web3Gaming #P2E #DATA #Node #NodeSale Disclaimer: For full transparency, I am serving #PlayFi as a KOL, and I want to emphasize that I am extremely selective when it comes to the projects I choose to partner with. Only those that meet my strict criteria and align with my values will have the privilege of collaborating with me. This is just my review and not a financial advice, please DYOR

LadyTraderRa

50,477 次观看 • 2 年前

⚡️ 212. Welcome to #BIOSPHERE. Welcome Home 🔱 🔥 The Vault won’t open twice. ⚡️ Unlock the BIOSPHERE #CroFam 🏆 $21,212 in #Cro Prizes & 12 Singularities 🪂 1/1 NFT Airdrops & Tiered Rewards ⚡️ $BIOSYNTH Loyalty Points 🚀 Next-gen Rewards & AI co-creation 🧬 …and so much more. 🛸 The era of co-creation begins — Oct 8. The Vault calls its final initiates. Exclusively on Crypto.com NFT, on the #fftb ⚡️ Enter the Gate: 👉 👉 🌌 A passage across the Helix of Becoming. 🎉 BIOSPHERE #GIVEAWAY 🏆 Prize: 🏅1× SYNTHTOPIA: INTO THE BIOSPHERE NFT 🏅 1x 212 $CRO #Cro 🏅 3x 212 $LION How to enter: 1️⃣ Follow: SYNTHTOPIA × Crypto.com NFT 2️⃣ Like ❤️ | RT 🔄 | Tag 4 #Crofam ✅ 3️⃣ Join our Discord: ⏰ Ends October 31st, 11:59 PM EST 🔮 Awaken Your Echo. ⚡️ Enter the BIOSPHERE. Terms & Conditions Apply. #Synthtopia #Biosynth #CryptoCom #212movement

⚡️ 212. Welcome to #BIOSPHERE. Welcome Home 🔱 🔥 The Vault won’t open twice. ⚡️ Unlock the BIOSPHERE #CroFam 🏆 $21,212 in #Cro Prizes & 12 Singularities 🪂 1/1 NFT Airdrops & Tiered Rewards ⚡️ $BIOSYNTH Loyalty Points 🚀 Next-gen Rewards & AI co-creation 🧬 …and so much more. 🛸 The era of co-creation begins — Oct 8. The Vault calls its final initiates. Exclusively on Crypto.com NFT, on the #fftb ⚡️ Enter the Gate: 👉 👉 🌌 A passage across the Helix of Becoming. 🎉 BIOSPHERE #GIVEAWAY 🏆 Prize: 🏅1× SYNTHTOPIA: INTO THE BIOSPHERE NFT 🏅 1x 212 $CRO #Cro 🏅 3x 212 $LION How to enter: 1️⃣ Follow: SYNTHTOPIA × Crypto.com NFT 2️⃣ Like ❤️ | RT 🔄 | Tag 4 #Crofam ✅ 3️⃣ Join our Discord: ⏰ Ends October 31st, 11:59 PM EST 🔮 Awaken Your Echo. ⚡️ Enter the BIOSPHERE. Terms & Conditions Apply. #Synthtopia #Biosynth #CryptoCom #212movement

SYNTHTOPIA

189,516 次观看 • 1 年前

⚡ 212. Final Hours Before Eternity. The #BIOSPHERE Beckons 🧬 ⏳ Ignition October 8th | 6 AM EST. The final minutes. 🔥 From Mnemosyne’s flame, avatars of memory and light take form. ⚡ Only those who move before the silence will remain. The Vault won’t open twice. Exclusively on Crypto.com NFT • on the #CroFam 🪐 Utilities Unlocked: 🏆 $21,212 worth of #Cro in Hidden Prizes & 12 Singularities 🪂 1,212 1/1 NFT Airdrops + Tiered Rewards ⚡️ $BIOSYNTH Loyalty Points | Fuel for the Brave 🎨 Creator Rights & IP Access 🎰 Community Privileges & Perks 🧬 Co-create SYNTHTOPIA via Discord & AI 🗝 IRL + Metaverse Gatherings 🚀 The Synthesis Reward System 🚀 Mint Info: 💥 333 NFTs at $1 💥 3,000 NFTs at $81 💥 2,222 reserved for ‘SYNTHESIS REWARDS’ 🕹 Explore the Ecosystem: 👉 👉 Drop Gate: 👉 🧬 Utilities • Updates • Co-Creation → Join the Family on Discord. ⏳ Early Access: Oct. 8 • 6AM EST 🛸 Step into SYNTHTOPIA. Enter the BIOSPHERE. 212. ⚙️ The era of co-creation begins. 🌌 A passage across the Helix of Becoming. #fftb 🎉 BIOSPHERE #GIVEAWAY 🏆 Prize: 🏅1× SYNTHTOPIA: INTO THE BIOSPHERE NFT 🏅 1x 212 $CRO #Cro 🏅 3x 212 $LION How to enter: 1️⃣ Follow: SYNTHTOPIA × Crypto.com NFT 2️⃣ Like ❤️ | RT 🔄 | Tag 4 #Crofam ✅ 3️⃣ Join our Discord: ⏰ Ends October 31st, PM EST 🔮 Awaken Your Echo. ⚡️ Enter the BIOSPHERE. Terms & Conditions Apply. #Synthtopia #Biosynth #CryptoCom #212movement

⚡ 212. Final Hours Before Eternity. The #BIOSPHERE Beckons 🧬 ⏳ Ignition October 8th | 6 AM EST. The final minutes. 🔥 From Mnemosyne’s flame, avatars of memory and light take form. ⚡ Only those who move before the silence will remain. The Vault won’t open twice. Exclusively on Crypto.com NFT • on the #CroFam 🪐 Utilities Unlocked: 🏆 $21,212 worth of #Cro in Hidden Prizes & 12 Singularities 🪂 1,212 1/1 NFT Airdrops + Tiered Rewards ⚡️ $BIOSYNTH Loyalty Points | Fuel for the Brave 🎨 Creator Rights & IP Access 🎰 Community Privileges & Perks 🧬 Co-create SYNTHTOPIA via Discord & AI 🗝 IRL + Metaverse Gatherings 🚀 The Synthesis Reward System 🚀 Mint Info: 💥 333 NFTs at $1 💥 3,000 NFTs at $81 💥 2,222 reserved for ‘SYNTHESIS REWARDS’ 🕹 Explore the Ecosystem: 👉 👉 Drop Gate: 👉 🧬 Utilities • Updates • Co-Creation → Join the Family on Discord. ⏳ Early Access: Oct. 8 • 6AM EST 🛸 Step into SYNTHTOPIA. Enter the BIOSPHERE. 212. ⚙️ The era of co-creation begins. 🌌 A passage across the Helix of Becoming. #fftb 🎉 BIOSPHERE #GIVEAWAY 🏆 Prize: 🏅1× SYNTHTOPIA: INTO THE BIOSPHERE NFT 🏅 1x 212 $CRO #Cro 🏅 3x 212 $LION How to enter: 1️⃣ Follow: SYNTHTOPIA × Crypto.com NFT 2️⃣ Like ❤️ | RT 🔄 | Tag 4 #Crofam ✅ 3️⃣ Join our Discord: ⏰ Ends October 31st, PM EST 🔮 Awaken Your Echo. ⚡️ Enter the BIOSPHERE. Terms & Conditions Apply. #Synthtopia #Biosynth #CryptoCom #212movement

SYNTHTOPIA

53,446 次观看 • 1 年前

LayerEdge LayerEdge Closed 🛠️ Testnet - 🗓️3 days remaining. Easy to keep in the background and earn points 👇 🌐 1⃣Connect EVM wallet (MM or Keplr) 2⃣Use code: NgAMgDAG 3⃣Click "Start Node" - You may need to try a few times, but on a 3rd-4th try it launches for me 4⃣Keep tab open and earn points (can be in the background). 1 Point per second while mining 5⃣Check back every 24 hours and grab extra points (click "Claim Reward" at the top nav) The more tab stays open = more points 🛠️Testnet Roll-out Structure ➡️Phase 1: Closed Testnet (Jan 22–28, 2025) 🔸Stress-testing with browser-based light nodes and limited access 🔸*this may be extend by a few days🔸 ➡️Phase 2: Public Beta Testnet (Jan 28, 2025) 🔸Full launch with browser-based and system-based light nodes, more protocol integrations and more What is LayerEdge? LayerEdge makes Bitcoin more useful by solving two main problems: 1. It makes complex computations cheaper and faster by doing them off the Bitcoin network while still maintaining Bitcoin’s security. 2. It bundles multiple verifications into one, reducing costs by up to 95%, which makes it much more affordable for apps and services to use Bitcoin’s security. Think of LayerEdge like a smart assistant for Bitcoin - it handles the complicated work elsewhere but checks back with Bitcoin to make sure everything is correct and secure. This approach allows Bitcoin to support more advanced applications like gaming and IoT devices without becoming slow or expensive. The key benefit is that instead of paying $900+ for each verification on Bitcoin, protocols using LayerEdge might pay less than $20 when sharing costs with others. Source: 🫡

LayerEdge LayerEdge Closed 🛠️ Testnet - 🗓️3 days remaining. Easy to keep in the background and earn points 👇 🌐 1⃣Connect EVM wallet (MM or Keplr) 2⃣Use code: NgAMgDAG 3⃣Click "Start Node" - You may need to try a few times, but on a 3rd-4th try it launches for me 4⃣Keep tab open and earn points (can be in the background). 1 Point per second while mining 5⃣Check back every 24 hours and grab extra points (click "Claim Reward" at the top nav) The more tab stays open = more points 🛠️Testnet Roll-out Structure ➡️Phase 1: Closed Testnet (Jan 22–28, 2025) 🔸Stress-testing with browser-based light nodes and limited access 🔸*this may be extend by a few days🔸 ➡️Phase 2: Public Beta Testnet (Jan 28, 2025) 🔸Full launch with browser-based and system-based light nodes, more protocol integrations and more What is LayerEdge? LayerEdge makes Bitcoin more useful by solving two main problems: 1. It makes complex computations cheaper and faster by doing them off the Bitcoin network while still maintaining Bitcoin’s security. 2. It bundles multiple verifications into one, reducing costs by up to 95%, which makes it much more affordable for apps and services to use Bitcoin’s security. Think of LayerEdge like a smart assistant for Bitcoin - it handles the complicated work elsewhere but checks back with Bitcoin to make sure everything is correct and secure. This approach allows Bitcoin to support more advanced applications like gaming and IoT devices without becoming slow or expensive. The key benefit is that instead of paying $900+ for each verification on Bitcoin, protocols using LayerEdge might pay less than $20 when sharing costs with others. Source: 🫡

Grey Ledger

17,675 次观看 • 1 年前

I promised the next update would be for $CrawlScan holders. It's live. Two mechanics, both running on right now. CA: 0x19dCb63C4d2F29A6f077F094a4f858fC790145e1 1. Burns every 12 hours At 10:00 and 22:00 UTC I burn tokens from my fees wallet. They go straight to the dead address 0x000000000000000000000000000000000000dEaD, where nobody can ever move them again. Every burn removes tokens from circulation, so there is less and less supply left in the market day by day and the token is more and more valuable. The site tracks every burn live: amount, transaction, total burned and % of supply. 2. Holder rewards every 24 hours Every day at 22:00 UTC one random holder wins 10% of the creator fees collected over the last 24 hours. I convert those fees into $CrawlScan and send them to the winner in tokens. Every holder takes part, even the smallest wallet. Every token you hold is a ticket, so the more you hold, the bigger your chance. Your chance is based on your average balance over the whole day, so buying a bag one minute before the draw does nothing. My own wallet is excluded from the draw. Now about random winner mechanics so you see it's real random. The winner is picked from the hash of a Robinhood Chain block produced after the holder list is locked. Nobody can know that hash in advance, including me. There is a Verify button on the site that recalculates the winner right in your browser from public data. Burns and payouts come from one public wallet, shown on the site, so anyone can check every transaction. Why I'm doing this? I want this token to be for the people who actually support the project and hold it. Not for the people who flip it in five minutes. First burn today at 10:00 UTC. First winner tonight at 22:00 UTC. If you think i'm done here, just watch what comes next. Yesterday i build CrawlScan for Robinhood tokens just as a tool for my followers to use and win while trading memes. In 24 hours i added Solana chain support, burning mechanism, rewarding mechanism and a real community. And the only thing that motivates me is you and your feedbacks. Thank you for inspiring me. I feel like i am finally doing what i always had to. More updates to come, you are probably early if you are reading this now.

I promised the next update would be for $CrawlScan holders. It's live. Two mechanics, both running on right now. CA: 0x19dCb63C4d2F29A6f077F094a4f858fC790145e1 1. Burns every 12 hours At 10:00 and 22:00 UTC I burn tokens from my fees wallet. They go straight to the dead address 0x000000000000000000000000000000000000dEaD, where nobody can ever move them again. Every burn removes tokens from circulation, so there is less and less supply left in the market day by day and the token is more and more valuable. The site tracks every burn live: amount, transaction, total burned and % of supply. 2. Holder rewards every 24 hours Every day at 22:00 UTC one random holder wins 10% of the creator fees collected over the last 24 hours. I convert those fees into $CrawlScan and send them to the winner in tokens. Every holder takes part, even the smallest wallet. Every token you hold is a ticket, so the more you hold, the bigger your chance. Your chance is based on your average balance over the whole day, so buying a bag one minute before the draw does nothing. My own wallet is excluded from the draw. Now about random winner mechanics so you see it's real random. The winner is picked from the hash of a Robinhood Chain block produced after the holder list is locked. Nobody can know that hash in advance, including me. There is a Verify button on the site that recalculates the winner right in your browser from public data. Burns and payouts come from one public wallet, shown on the site, so anyone can check every transaction. Why I'm doing this? I want this token to be for the people who actually support the project and hold it. Not for the people who flip it in five minutes. First burn today at 10:00 UTC. First winner tonight at 22:00 UTC. If you think i'm done here, just watch what comes next. Yesterday i build CrawlScan for Robinhood tokens just as a tool for my followers to use and win while trading memes. In 24 hours i added Solana chain support, burning mechanism, rewarding mechanism and a real community. And the only thing that motivates me is you and your feedbacks. Thank you for inspiring me. I feel like i am finally doing what i always had to. More updates to come, you are probably early if you are reading this now.

Punisher

16,606 次观看 • 2 天前

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

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

Maverick

17,028 次观看 • 1 年前

Today on MCG $FOLD | The Interfold w/ Auryn Interfold is a general-purpose privacy coprocessor for Ethereum, letting any protocol aggregate private inputs from many people (votes, bids, auctions) and produce a verified public outcome, without ever exposing the raw data. Highlights include: 00:03 – Vitalik's investment teased: he put into the private round, framed as early validation 02:43 – Auryn's background: Bitcoin early, Ethereum since genesis, founded The DAO Hub, later led product for Gnosis's conditional tokens framework 04:00 – Origin of Gnosis Guild: spun out of Gnosis in 2023, Zodiac was an earlier product, Interfold is now the focus 08:13 – MACI backstory: Arun ran quadratic funding rounds on Vitalik's MACI and held the trusted-operator key, the direct origin of Interfold 09:54 – The real Vitalik relationship: no formal role, reviewed the first whitepaper, gives informal feedback 11:03 – What is Interfold? 12:23 – Core use cases: sealed-bid auctions and secret-ballot voting 25:14 – Token launch mechanism: used Uniswap's CCA to let the community price the token pre-launch 27:00 – What's next: sealed-bid CCA auctions, applied to token launchpads 30:08 – Dark pools thesis: TradFi uses sealed-bid auctions for efficiency, replicating that on-chain 31:37 – FOLD tokenomics: node operators stake FOLD plus a stablecoin bond, slashed for misbehavior 39:36 – FHE speed criticism: viewer asks if FHE is slow, Arun concedes it and explains the focus 45:59 – Near-term roadmap: first end-to-end FHE run, plus work to unlock auctions 47:39 – Long-term vision: live auctions and pilots in year one, thriving dev ecosystem by year five

Today on MCG $FOLD | The Interfold w/ Auryn Interfold is a general-purpose privacy coprocessor for Ethereum, letting any protocol aggregate private inputs from many people (votes, bids, auctions) and produce a verified public outcome, without ever exposing the raw data. Highlights include: 00:03 – Vitalik's investment teased: he put into the private round, framed as early validation 02:43 – Auryn's background: Bitcoin early, Ethereum since genesis, founded The DAO Hub, later led product for Gnosis's conditional tokens framework 04:00 – Origin of Gnosis Guild: spun out of Gnosis in 2023, Zodiac was an earlier product, Interfold is now the focus 08:13 – MACI backstory: Arun ran quadratic funding rounds on Vitalik's MACI and held the trusted-operator key, the direct origin of Interfold 09:54 – The real Vitalik relationship: no formal role, reviewed the first whitepaper, gives informal feedback 11:03 – What is Interfold? 12:23 – Core use cases: sealed-bid auctions and secret-ballot voting 25:14 – Token launch mechanism: used Uniswap's CCA to let the community price the token pre-launch 27:00 – What's next: sealed-bid CCA auctions, applied to token launchpads 30:08 – Dark pools thesis: TradFi uses sealed-bid auctions for efficiency, replicating that on-chain 31:37 – FOLD tokenomics: node operators stake FOLD plus a stablecoin bond, slashed for misbehavior 39:36 – FHE speed criticism: viewer asks if FHE is slow, Arun concedes it and explains the focus 45:59 – Near-term roadmap: first end-to-end FHE run, plus work to unlock auctions 47:39 – Long-term vision: live auctions and pilots in year one, thriving dev ecosystem by year five

MCG

26,590 次观看 • 1 个月前

🚨 All-in-One $DOGIN Announcement 🚨 Everything you need to know about the $DOGIN airdrop, claiming process, and listing schedule. 👇 ______ 🗓 Listing Schedule: $DOGIN will be listed on Nov 5th at 3 PM UTC on Gate.io and @MEXC_Official . Right after trading starts, the team will add liquidity to @RaydiumProtocol and Invariant, making the token available on Jupiter as well. DoginHood on 🦎Coingecko: ______ 🕒 Claiming Schedule: At 3:10 PM UTC, eligible users (airdrop recipients, investors, IDO participants on SpartaDEX) are able to claim their tokens from our new website: 🔗 📢 Disclaimer: The website is not live yet but will be launched within the next 2 hours. IDO participants on Eesee will receive their tokens via the launchpad at the same time. Why is there a time gap between the CEX listing and token claim? For safety reasons. We need time to add liquidity on DEXs. ______ 🚀 How to Claim $DOGIN Tokens: 1. Visit our new website. 🔗 (going live within 2 hours) 2. Connect your Solana wallet (supports Phantom, Nightly, and Pontem). It can be the wallet you provided in Telegram, but doesn’t have to be. 3. Connect your primary EVM wallet (this will be used to receive future benefits, including tokens from Degen Caravan Events). 4. Connect any additional EVM wallets eligible for airdrops or pool allocations: • NFT airdrop (Base chain NFT holders) • GameSwift Airdrop • Strategic Round • IDO on SpartaDEX Note: Steps 3 and 4 need EVM signatures for each wallet. 5. Sign the final transaction to confirm the start of vesting (100% TGE unlock). 6. Go to the “Claim” tab. 7. Claim your tokens. 8. Use the “Token” tab to stake or buy more $DOGIN. ______ ⏳ Airdrop Details: Claim window: You have 14 days to claim the airdrop. After this period, any unclaimed tokens will no longer be accessible. NFT Airdrop: 20% of the total supply is allocated for NFT holders. Normal NFT holders: 300 $DOGIN tokens each. Golden NFT holders: 16,235 $DOGIN tokens each. Eligibility: All holders of our NFT collection on Base, totaling 6,053 wallets, are eligible. ______ 🎯 Game Airdrop: 5% of the total supply: Arrows are key for both the Degen Caravan and the airdrop. This method was the most reliable for distribution, as Diamond Arrows were only given to active players who joined our social quests. Here's the formula: Point system: • Bronze: 1 point • Silver: 1.5 points • Gold: 2 points • Brotherhood: 80 points (capped at 20k points per user) Diamond Arrow Multiplier: • 20 diamonds: *1.1 • 40 diamonds: *1.2 • 60 diamonds: *1.3 • 75 diamonds: *1.5 Note: Points don’t directly translate to $DOGIN tokens but were used to determine the airdrop allocation. ⚠️ Bot Detection: To ensure fair distribution, we flagged and excluded 120,000+ suspicious wallets using these checks: • Gameplay sessions longer than 24 hours flagged as bots. • Two separate 8-hour sessions flagged as bots. • Five separate 3-hour sessions flagged as bots. • Over 300 refreshes in a day flagged as bot behavior. Minimum Requirement: Players needed to collect at least 1,000 arrows to be eligible. A total of 49,920 wallets are eligible. ______ 💡 GameSwift Airdrop: 3% of the total supply 7,423 wallets staking $GSWIFT (in GS Pay or regular staking) are eligible. This allocation was managed by the GameSwift Team but can be claimed on our new website. ______ 📢 We aim to reward genuine community members and keep the game fair and fun. Our airdrop filters ensure rewards go to real players only. ______ Get ready to claim your $DOGIN, gentlemen. It's about to get real. 🫵🐶

🚨 All-in-One $DOGIN Announcement 🚨 Everything you need to know about the $DOGIN airdrop, claiming process, and listing schedule. 👇 ______ 🗓 Listing Schedule: $DOGIN will be listed on Nov 5th at 3 PM UTC on Gate.io and @MEXC_Official . Right after trading starts, the team will add liquidity to @RaydiumProtocol and Invariant, making the token available on Jupiter as well. DoginHood on 🦎Coingecko: 🕒 Claiming Schedule: At 3:10 PM UTC, eligible users (airdrop recipients, investors, IDO participants on SpartaDEX) are able to claim their tokens from our new website: 🔗 📢 Disclaimer: The website is not live yet but will be launched within the next 2 hours. IDO participants on Eesee will receive their tokens via the launchpad at the same time. Why is there a time gap between the CEX listing and token claim? For safety reasons. We need time to add liquidity on DEXs. 🚀 How to Claim $DOGIN Tokens: 1. Visit our new website. 🔗 (going live within 2 hours) 2. Connect your Solana wallet (supports Phantom, Nightly, and Pontem). It can be the wallet you provided in Telegram, but doesn’t have to be. 3. Connect your primary EVM wallet (this will be used to receive future benefits, including tokens from Degen Caravan Events). 4. Connect any additional EVM wallets eligible for airdrops or pool allocations: • NFT airdrop (Base chain NFT holders) • GameSwift Airdrop • Strategic Round • IDO on SpartaDEX Note: Steps 3 and 4 need EVM signatures for each wallet. 5. Sign the final transaction to confirm the start of vesting (100% TGE unlock). 6. Go to the “Claim” tab. 7. Claim your tokens. 8. Use the “Token” tab to stake or buy more $DOGIN. ⏳ Airdrop Details: Claim window: You have 14 days to claim the airdrop. After this period, any unclaimed tokens will no longer be accessible. NFT Airdrop: 20% of the total supply is allocated for NFT holders. Normal NFT holders: 300 $DOGIN tokens each. Golden NFT holders: 16,235 $DOGIN tokens each. Eligibility: All holders of our NFT collection on Base, totaling 6,053 wallets, are eligible. 🎯 Game Airdrop: 5% of the total supply: Arrows are key for both the Degen Caravan and the airdrop. This method was the most reliable for distribution, as Diamond Arrows were only given to active players who joined our social quests. Here's the formula: Point system: • Bronze: 1 point • Silver: 1.5 points • Gold: 2 points • Brotherhood: 80 points (capped at 20k points per user) Diamond Arrow Multiplier: • 20 diamonds: 1.1 • 40 diamonds: 1.2 • 60 diamonds: 1.3 • 75 diamonds: 1.5 Note: Points don’t directly translate to $DOGIN tokens but were used to determine the airdrop allocation. ⚠️ Bot Detection: To ensure fair distribution, we flagged and excluded 120,000+ suspicious wallets using these checks: • Gameplay sessions longer than 24 hours flagged as bots. • Two separate 8-hour sessions flagged as bots. • Five separate 3-hour sessions flagged as bots. • Over 300 refreshes in a day flagged as bot behavior. Minimum Requirement: Players needed to collect at least 1,000 arrows to be eligible. A total of 49,920 wallets are eligible. 💡 GameSwift Airdrop: 3% of the total supply 7,423 wallets staking $GSWIFT (in GS Pay or regular staking) are eligible. This allocation was managed by the GameSwift Team but can be claimed on our new website. 📢 We aim to reward genuine community members and keep the game fair and fun. Our airdrop filters ensure rewards go to real players only. __ Get ready to claim your $DOGIN, gentlemen. It's about to get real. 🫵🐶

Department Of Government Inefficiency - D.O.G.I.N.

220,847 次观看 • 1 年前

🎙️ Episode 10 of [trading places] featuring Rick Baker from Blackbird Ventures is out now. This week on trading places, hosts Dave McClure and Aman Verjee cover the latest tech news, including OpenAI's path to a trillion-dollar IPO, Big Tech's massive AI spending spree, and Tether's $500 billion valuation. Plus, we sit down with Rick Baker, Managing Partner at Blackbird Venture Capital, to discuss the incredible Canva story, secondary transactions, and building Australia's venture ecosystem from the ground up. 📰 THIS WEEK'S NEWS 🤖 OpenAI's IPO Plans -Potential $1 trillion IPO target -Microsoft ownership restructure (49% → 27%) -California AG blesses for-profit transition -Sam Altman hints at revenue north of $100B 💰 Big Tech AI Spending -Microsoft, Amazon, Alphabet, Meta spending $125B/quarter on AI infrastructure -Meta raises $30B in corporate bonds -Oracle raises $38B for data center expansion -Power constraints emerging as key bottleneck 📈 Secondary Market Consolidation -Morgan Stanley acquires EquityZen -Goldman Sachs acquired Industry Ventures -Signals expansion of secondary market opportunities 🚀 IPO & Funding News -Navan's challenging IPO (down 20% on day one) -Mer raises $350M Series C at $10B valuation (5x step-up) -Securitize going public via SPAC at $1.2B valuation 🪙 Stablecoin Market - considering $500B valuation round -Coinbase 🛡️ reportedly pursuing $2B acquisition of BVNK -Stablecoin revenue growing 300M+ per quarter 🎙️ FEATURED GUEST: RICK BAKER, MANAGING PARTNER @ BLACKBIRD VENTURES The Canva Story -Rick shares the incredible journey of Blackbird's investment in Canva—from a $250K seed investment to a company now valued at $40B. -GP-Led Secondary Transactions -Rick walks through Blackbird's 2019 secondary sale: -Sold ~$120M (1/3 of Fund I) at 93% of NAV -Returned 3.5x to LPs while maintaining 9.5x exposure -Used Lazard to run a competitive process -StepStone + Australian super fund won the bid Managing Concentration Risk -Owned 15% of Canva at peak, now ~11% -Balance between maximizing returns and managing risk -LP perspectives range from "sell everything" to "hold forever" -Strategic sales during primary rounds to unlock growth capital Australian VC Ecosystem -Superannuation system: 12% of salary mandated into pension funds -$4T AUD pool of long-term capital -Reset after GFC: Blackbird, Square Peg, Airtree, Main Sequence -Circle of life: Atlassian/Canva alumni starting next wave 💎 VALUATION CORNER: TETHER @ $500 BILLION -Deep Dive on Tether -Aman analyzes whether the world's largest stablecoin issuer is worth a $500B valuation: -$13B+ in annual profit (2x BlackRock's profitability) -75% market share vs. Circle's 20% -36x P/E ratio vs. Circle at 240x -Medium transparency, aggressive reserve policy -Regulatory uncertainty in U.S. market 0:00 - Intro 01:12 -[ tech & vc news ] 01:21 - OpenAI Restructuring | $1T IPO? 08:24 - Big Tech Hyperscalers' Earnings and $125 Billion in Quarterly AI Spending 10:47 - Why This AI Boom is Different 15:58 - Morgan Stanley Acquires EquityZen 17:39 - Navan's Public Offering Performance 21:05 - Mercor Raises at a $10 Billion Valuation 22:23 - Securitize Going Public via SPAC ($1.25B) 24:37 - Tether's $500B Valuation Rumor 28:05 - [ interview: blackbird vc / rick baker ] 28:49 - Rick Baker's Background and Founding the MLC Venture Program 35:56 - The Canva Story 45:06 - The Australian Venture Capital Market 01:07:44 - How the Secondary Market Solves the Liquidity Problem 01:15:48 - [ valuation corner: tether] 01:13:30 - Tether's Aggressive vs. $CIRC’s Conservative Reserve Policy 01:16:32 - Calculating Tether's Valuation Based on P/E 01:24:00 - The Regulatory Uncertainty for Stablecoins 01:31:30 - Final Thoughts on Tether's $500B Valuation & Stablecoin Market DISCLAIMER: This podcast is for informational and entertainment purposes only. Nothing discussed should be construed as investment advice. Always conduct your own research and consult with qualified professionals before making investment decisions.

🎙️ Episode 10 of [trading places] featuring Rick Baker from Blackbird Ventures is out now. This week on trading places, hosts Dave McClure and Aman Verjee cover the latest tech news, including OpenAI's path to a trillion-dollar IPO, Big Tech's massive AI spending spree, and Tether's $500 billion valuation. Plus, we sit down with Rick Baker, Managing Partner at Blackbird Venture Capital, to discuss the incredible Canva story, secondary transactions, and building Australia's venture ecosystem from the ground up. 📰 THIS WEEK'S NEWS 🤖 OpenAI's IPO Plans -Potential $1 trillion IPO target -Microsoft ownership restructure (49% → 27%) -California AG blesses for-profit transition -Sam Altman hints at revenue north of $100B 💰 Big Tech AI Spending -Microsoft, Amazon, Alphabet, Meta spending $125B/quarter on AI infrastructure -Meta raises $30B in corporate bonds -Oracle raises $38B for data center expansion -Power constraints emerging as key bottleneck 📈 Secondary Market Consolidation -Morgan Stanley acquires EquityZen -Goldman Sachs acquired Industry Ventures -Signals expansion of secondary market opportunities 🚀 IPO & Funding News -Navan's challenging IPO (down 20% on day one) -Mer raises $350M Series C at $10B valuation (5x step-up) -Securitize going public via SPAC at $1.2B valuation 🪙 Stablecoin Market - considering $500B valuation round -Coinbase 🛡️ reportedly pursuing $2B acquisition of BVNK -Stablecoin revenue growing 300M+ per quarter 🎙️ FEATURED GUEST: RICK BAKER, MANAGING PARTNER @ BLACKBIRD VENTURES The Canva Story -Rick shares the incredible journey of Blackbird's investment in Canva—from a $250K seed investment to a company now valued at $40B. -GP-Led Secondary Transactions -Rick walks through Blackbird's 2019 secondary sale: -Sold ~$120M (1/3 of Fund I) at 93% of NAV -Returned 3.5x to LPs while maintaining 9.5x exposure -Used Lazard to run a competitive process -StepStone + Australian super fund won the bid Managing Concentration Risk -Owned 15% of Canva at peak, now ~11% -Balance between maximizing returns and managing risk -LP perspectives range from "sell everything" to "hold forever" -Strategic sales during primary rounds to unlock growth capital Australian VC Ecosystem -Superannuation system: 12% of salary mandated into pension funds -$4T AUD pool of long-term capital -Reset after GFC: Blackbird, Square Peg, Airtree, Main Sequence -Circle of life: Atlassian/Canva alumni starting next wave 💎 VALUATION CORNER: TETHER @ $500 BILLION -Deep Dive on Tether -Aman analyzes whether the world's largest stablecoin issuer is worth a $500B valuation: -$13B+ in annual profit (2x BlackRock's profitability) -75% market share vs. Circle's 20% -36x P/E ratio vs. Circle at 240x -Medium transparency, aggressive reserve policy -Regulatory uncertainty in U.S. market 0:00 - Intro 01:12 -[ tech & vc news ] 01:21 - OpenAI Restructuring | $1T IPO? 08:24 - Big Tech Hyperscalers' Earnings and $125 Billion in Quarterly AI Spending 10:47 - Why This AI Boom is Different 15:58 - Morgan Stanley Acquires EquityZen 17:39 - Navan's Public Offering Performance 21:05 - Mercor Raises at a $10 Billion Valuation 22:23 - Securitize Going Public via SPAC ($1.25B) 24:37 - Tether's $500B Valuation Rumor 28:05 - [ interview: blackbird vc / rick baker ] 28:49 - Rick Baker's Background and Founding the MLC Venture Program 35:56 - The Canva Story 45:06 - The Australian Venture Capital Market 01:07:44 - How the Secondary Market Solves the Liquidity Problem 01:15:48 - [ valuation corner: tether] 01:13:30 - Tether's Aggressive vs. $CIRC’s Conservative Reserve Policy 01:16:32 - Calculating Tether's Valuation Based on P/E 01:24:00 - The Regulatory Uncertainty for Stablecoins 01:31:30 - Final Thoughts on Tether's $500B Valuation & Stablecoin Market DISCLAIMER: This podcast is for informational and entertainment purposes only. Nothing discussed should be construed as investment advice. Always conduct your own research and consult with qualified professionals before making investment decisions.

trading places

11,519 次观看 • 11 个月前

I am the Executive Vice President of the Trump Organization. I am visiting China this week in a personal capacity as a supportive son. Normal people visit their mothers in a personal capacity. Normal people attend funerals in a personal capacity. I do it beside sixteen CEOs, five billionaires worth $870 billion, and a 500-aircraft Boeing order being finalized with Beijing during the trip. Goldman Sachs. Citigroup. Mastercard. Visa. Tim Cook. Larry Fink. Stephen Schwarzman. In a personal capacity. I am also the Chief Strategy Officer of American Bitcoin. My qualifications for this role include mowing lawns on my father's golf courses, laying tile at his properties, and serving as a boardroom judge on The Apprentice from 2010 to 2015. I have no documented experience in cryptocurrency, blockchain, or Bitcoin mining. My stake in American Bitcoin alone was worth $548 million by September 2025 — eight months into my father's second term. We purchased 16,000 Bitmain mining rigs for $314 million. Bitmain is Chinese. Bitmain is headquartered in Beijing. Beijing is where I am visiting in a personal capacity. In March we bought 11,298 more. The terms were "unusual" — hundreds of millions in equipment for "future considerations." I'm not sure what "future considerations" means in this context, especially when your father sets the tariff rate on your supplier's home country. I can tell you it is not a "conflict of interest." It is a "supply chain relationship." On May 12, the day I boarded this plane, my father announced a trade agreement with China. Tariffs on Chinese goods dropped from 145 percent to 30 percent. That is a 115-point reduction on the country that manufactures my equipment, announced the same day I flew there. I did not know. I did not ask. I did not need to ask. My family owns 60 percent of World Liberty Financial. We receive 75 percent of every token sold. The New Yorker's running total is $4.2 billion. Politico documented $12.9 billion in trading volume. Let me tell you about our team. My brother Barron is our "DeFi visionary." He was eighteen years old. His prior experience is being tall. My brother Don is "Web3 Ambassador." His prior experience is selling condos and shooting elephants. I handle "strategic planning." My prior experience is tile. My brother-in-law Jared received $2 billion from the Saudi sovereign wealth fund six months after leaving the White House. The fund's own advisory panel flagged his "lack of private equity experience" and called the due diligence results "unsatisfactory." They gave him the money anyway. My sister Ivanka received Chinese government approval for 16 trademarks during my father's first term. The categories included handbags, sunglasses, perfume, baby blankets, and voting machines. Voting machines. From China. While her father was president. That is not "corruption." That is "brand diversification." My father spent four years on Hunter Biden. Four years. The charge: Hunter sat on the board of Burisma for $83,000 a month with no energy experience. My father called it the greatest corruption in American political history. He withheld $391 million in military aid to Ukraine to pressure an investigation. He was impeached for it. He did it again. A special counsel was appointed. Total cost to taxpayers: millions. Total Hunter earnings: $11 million over five years. Let me do the math my father never did. Hunter Biden made $6,027 per day. My family makes $8.75 million per day. That is 1,451 times Hunter's rate. We earn his entire five-year scandal every thirty hours. Hunter had no energy experience. I have no crypto experience. Hunter sat on one board. I run the operation. Hunter met one banker for a coffee. I sit on Air Force One beside $870 billion negotiating with the country that manufactures my equipment. But here is the part that makes me proud. We launched a cryptocurrency in my father's name. It peaked at $73. It trades today at $2.43. Retail investors lost 95 percent of their money. We collected $400 million in transaction fees regardless of price. We hosted a dinner — the top 220 holders gained entry by holding enough of my father's coin. The top 29 received a champagne toast with the President of the United States. Price of admission: approximately $3.28 million in tokens. A public school teacher earns $3.28 million in 47 years. We call that "community engagement." Not "selling access." Access is what Hunter Biden sold for a cup of coffee. Three days before I boarded this plane to Beijing, our team moved $12 million in memecoin assets to custody platforms. Routine. Unrelated. Everything is unrelated to everything. In a personal capacity. On January 24, 2025 — four days after the inauguration — my father fired seventeen inspectors general in a single night. Without explanation. Without notice to Congress. Seventeen. The people whose job is to look. He removed them all at once and no one replaced them. There is no inspector general for a son's "personal capacity." There is no disclosure form for love. There is no ethics office for a champagne toast priced at $3.28 million. He didn't bend the guardrails. He fired the people who hold them. He built that. I fly in on it. $4.2 billion at cruising altitude. Every thirty hours, another Hunter Biden. Hunter Biden got a special counsel for a cup of coffee and a board seat that paid less per month than one champagne toast with my father costs per million. I am the Executive Vice President of the Trump Organization. I am the Chief Strategy Officer of American Bitcoin. I am the Web3 strategic planner at World Liberty Financial. I am visiting the country that manufactures my mining rigs, approved my sister's trademarks, and funds my brother-in-law's private equity firm, on a plane beside $870 billion and a president who spent four years calling $11 million treason. In a personal capacity. As a supportive son.

Peter Girnus 🦅

967,943 次观看 • 4 个月前

$MU $SNDK $LITE $VRT NVIDIA and Groq: 2nd and 3rd Order Strategic Infrastructure Effects and Market Implications Public reporting indicates NVIDIA has agreed to acquire Groq for approximately $20,000,000,000 in cash, while excluding Groq’s nascent cloud business from the transaction perimeter. The reported carve-out materially constrains the immediate, direct linkage from the acquisition to incremental, NVIDIA-controlled data center capacity build-out because GroqCloud appears to be the principal channel through which Groq hardware is currently monetized at scale as a service. The infrastructure-market implications therefore depend primarily on post-close product strategy: whether NVIDIA (1) commercializes Groq silicon as a distinct inference product line and drives broad deployment through OEM/ODM channels and partners, (2) uses the acquisition mainly to absorb IP and talent while de-emphasizing standalone Groq hardware volumes, or (3) uses Groq technology to reshape NVIDIA’s own inference systems and networking roadmaps. The dominant transmission mechanism into memory, networking, and facility infrastructure markets is the degree to which NVIDIA shifts incremental inference deployments away from GPU architectures that are tightly coupled to external high-bandwidth memory (HBM) and toward Groq’s current architecture, which emphasizes large on-chip SRAM, deterministic compiler-scheduled execution, and direct chip-to-chip connectivity. Independent and company-published materials describe Groq’s current-generation approach as having no external memory, keeping weights and KV cache on-chip during processing, and requiring model sharding across multiple chips due to limited on-chip SRAM per device. That architectural choice is directionally HBM-negative on a per-accelerator basis and ambiguous for DRAM, NAND, networking, power, and cooling on a per-token basis because the design can reduce memory wall losses and tail-latency overhead while potentially increasing the number of chips and interconnect endpoints required to serve large models and long-context workloads. HBM implications are the most mechanically straightforward but should be framed as second-derivative rather than absolute. If Groq-class inference silicon meaningfully displaces NVIDIA GPU-based inference deployments, incremental HBM bit demand tied to inference growth could be reduced relative to a GPU-only baseline because Groq’s current approach does not appear to attach HBM stacks to each accelerator. However, current market structure suggests HBM remains supply-constrained and is being pulled by multiple vectors including continued GPU training scale and high-capacity inference configurations, with leading suppliers signaling tight conditions extending beyond 2026. In that environment, reduced inference-driven HBM intensity could primarily reallocate scarce HBM supply toward higher-end training and premium inference GPUs rather than creating an outright volume collapse, preserving high utilization of HBM capacity while potentially affecting the slope of pricing power and capacity expansion urgency over a multi-year horizon. The key downside scenario for the HBM complex would be a durable architectural bifurcation where “good-enough” inference shifts disproportionately to HBM-less ASICs across a broad swath of deployments (latency-sensitive, batch-1, cost-per-token optimized), while training remains GPU-HBM dominated; such a split would reduce the portion of future inference compute that naturally monetizes through HBM content and could compress the incremental HBM-per-AI-dollar ratio. The key upside/neutral scenario for HBM is that the supply chain remains fully allocated regardless, with NVIDIA using any “freed” HBM to ship more high-end GPUs into training and long-context inference, especially as roadmaps increase HBM per GPU, sustaining robust aggregate bit demand even if inference becomes more heterogeneous. Conventional DRAM implications split into 2 channels: (1) DRAM wafer capacity diversion into HBM and (2) DDR content per server in AI clusters. Supplier commentary indicates that AI-driven memory demand is supporting elevated DRAM markets more broadly, and HBM production is resource-intensive versus conventional DRAM, tightening supply for DDR products in parallel. A meaningful NVIDIA pivot to an inference architecture that reduces HBM dependence could, at the margin, ease the most acute HBM-driven bottlenecks and allow memory manufacturers more flexibility in balancing DRAM mix, which could be modestly DDR-positive on the supply side (less crowding-out) even if it is DDR-neutral or slightly negative on the demand side (if per-node CPU/DDR requirements decline due to more efficient accelerator utilization). The dominant practical outcome is likely that DDR demand remains supported by broad AI server proliferation and increasing memory footprints at the system level (CPUs, networking stacks, caching layers, retrieval-augmented pipelines), while HBM remains the premium profit pool; therefore, any HBM displacement that increases total server volumes could indirectly keep DDR demand resilient even if DDR per accelerator is not rising materially. NAND flash implications are comparatively indirect and volume-driven rather than architecture-driven. Inference clusters require SSD capacity for model storage, container images, logging, and increasingly for fast local retrieval indices and embedding stores, but the storage footprint per unit of compute is typically smaller than in training pipelines that stage large datasets and checkpoints. If NVIDIA uses Groq to lower inference cost and latency enough to expand the total number of inference deployment locations (regional colocation, enterprise on-prem, sovereign footprints), aggregate SSD attach could rise through geographic fragmentation and replication of model artifacts across more sites, even if per-site storage is modest. The NAND effect is therefore likely to be demand-broadening and mix-positive (datacenter SSDs) but not a primary swing factor versus the macro AI capex cycle and consumer/device cycles. Hard disk drive (HDD) markets should see negligible direct sensitivity because nearline HDD demand is driven by bulk storage and cloud archiving economics, while inference acceleration choices primarily reshape compute and network layers; any HDD benefit would be a tertiary function of overall data center square footage expansion rather than a direct consequence of Groq silicon displacing GPUs. Optical networking implications require separating (1) intra-cluster back-end fabrics that connect accelerators and (2) front-end / data center interconnect (DCI) that connects sites and regions. Groq’s own positioning and third-party reporting suggest scaling beyond a single node or rack relies on high-bandwidth fabrics and, in some described configurations, optical interconnect scaling across hundreds of chips. If NVIDIA commercializes Groq at scale, 2 offsetting forces emerge: lower cost-per-token and improved latency could expand inference throughput and drive more east-west traffic, increasing demand for high-speed switching and optics; conversely, if Groq delivers materially higher utilization and tokens per unit of network bandwidth for certain workloads, the network required per served token could decline. Public NVIDIA materials already indicate an aggressive photonics roadmap aimed at scaling AI factories, including co-packaged optics (CPO) switches and explicit collaboration with Coherent and Lumentum in the silicon photonics supply chain. That linkage is important because it suggests that, independent of Groq, NVIDIA is already pushing optics integration deeper into the switch package to reduce power and increase resiliency; Groq increases the strategic incentive to reduce network power and latency if inference becomes even more distributed and latency-sensitive. For Lumentum and Coherent specifically, the net implication is less about “more optics versus fewer optics” and more about a shift in optics form factor and value capture. Co-packaged optics can reduce reliance on pluggable transceivers in some switch architectures while increasing demand for integrated photonic engines, lasers, fiber attach, packaging processes, and component-level supply. NVIDIA’s own announcements explicitly position Coherent and Lumentum as collaborators in creating the integrated silicon/optics process and supply chain for photonics switches. If Groq accelerates the transition to very large-scale fabrics (more endpoints, higher port speeds, tighter power envelopes), that tends to pull forward CPO adoption and amplifies demand for the underlying photonics components even if the conventional pluggable module TAM is structurally pressured over time. If Groq instead pushes inference toward smaller, more localized pods (closer to users, more regional colocation), that can be optics-positive for DCI and metro connectivity because more sites must be interconnected at high bandwidth with low latency, favoring coherent optics and high-speed interconnect between facilities. The principal risk for optics suppliers is timing and margin structure: a faster move to NVIDIA-driven integrated photonics could concentrate bargaining power and compress margins for commoditized transceiver modules while favoring suppliers with differentiated lasers, integration capability, and qualification depth in NVIDIA’s CPO ecosystem. AEC and copper interconnect implications hinge on whether Groq deployment increases the density of short-reach links inside racks and rows. High-speed copper remains structurally advantaged at very short distances on cost, power, and serviceability, but reaches become constrained as lane speeds and aggregate bandwidth rise, creating a role for active electrical cables (AECs), retimers, and signal-conditioning silicon. Credo explicitly positions its AEC products as enabling reliable lossless 800G connectivity for AI clusters, and the company has highlighted participation at NVIDIA GTC with content focused on extending PCIe/CXL using AECs, indicating relevance to next-generation system topologies that require longer reach and higher signal integrity than passive copper can deliver. If NVIDIA turns Groq into a widely deployed inference card or chassis product, the likely near-term effect is AEC-positive because (1) more inference throughput tends to increase top-of-rack connectivity requirements, (2) distributing inference across more racks and sites increases short-reach links per unit of delivered service, and (3) PCIe-attached accelerator architectures tend to require robust signal conditioning as systems move to PCIe 6.x and beyond. Groq workshop materials explicitly reference GroqCard and GroqNode form factors, reinforcing that PCIe-attached deployment has been central to Groq’s current packaging strategy. The main countervailing risk is that Groq’s deterministic chip-to-chip fabric could be implemented primarily through backplanes and direct board-level connectivity that reduces the need for merchant AECs inside the box; in that case, incremental AEC demand would concentrate more in rack-to-switch and node-to-fabric links rather than within-chassis chip fabrics. Astera Labs implications are connectivity-architecture sensitive and, on balance, skew positive if NVIDIA increases heterogeneity and disaggregation in AI systems. NVIDIA has publicly positioned NVLink Fusion as a pathway for partners to build semi-custom AI infrastructure and has explicitly identified Astera Labs as a partner in that ecosystem, with Astera describing NVLink-related solutions expanding its connectivity platform across PCIe, CXL, and Ethernet plus fleet observability software. A Groq acquisition increases the probability that NVIDIA offers a broader menu of accelerators (training GPUs, inference-focused ASICs) and therefore increases the importance of scalable, high-reliability connectivity, retiming, switching, and telemetry across mixed topologies. If Groq silicon remains PCIe-attached in many deployments, PCIe 6.x retimers/switches and active cable modules become more central, aligning with Astera’s core portfolio. If NVIDIA instead integrates Groq concepts into scale-up fabrics (NVLink-like domains) or uses Groq to expand into inference “appliances” that must be rapidly deployed in colocation environments, the need for standard-compliant, serviceable connectivity with strong RAS/telemetry increases, again aligning with Astera’s positioning. Power equipment and cooling implications for Vertiv and adjacent suppliers should be viewed through the lens of rack power density, cooling modality (air vs liquid), and site deployment model (hyperscale campuses vs distributed colocation/enterprise). Groq claims its LPU and rack designs are “air-cooled by design” and require no complex cooling and power infrastructure, and third-party reporting has described Groq’s approach as relying on parallelism across many lower-power units rather than extreme per-chip performance. If NVIDIA scales Groq as a mainstream inference platform, the mix of data center cooling spend could shift modestly away from the highest-density liquid-cooled racks toward more air-cooled or hybrid deployments, particularly for inference pods placed in existing facilities that cannot easily retrofit for very high rack heat flux. That would be a mix headwind for suppliers most levered exclusively to high-end liquid cooling attachments per rack, but it is not necessarily a volume headwind for Vertiv given the company’s broad exposure to both power and cooling infrastructure and the likelihood that total AI deployment locations expand. Vertiv’s own industry commentary emphasizes that AI racks require higher power-density UPS, batteries, power distribution equipment, and switchgear capable of handling rapid load transients, and that hybrid cooling systems will evolve across deployment environments. Those statements align with a world where inference growth increases the count of powered racks and raises the operational complexity of power delivery even if per-rack density is lower than the most extreme training clusters. The most material infrastructure impact may occur outside the rack and upstream of the data hall: grid interconnects, substations, transformers, switchgear, generators, and utility-scale generation additions. Recent regulatory actions in the U.S. highlight that projected data center demand is already driving large planned increases in electricity generation capacity, underscoring that power availability is a binding constraint. In that context, an inference architecture that lowers joules per token could reduce the power required per unit of inference delivered, but it can also accelerate demand by lowering cost and improving latency, increasing the total volume of inference served (a classic rebound effect). The net outcome is likely continued, elevated demand for power infrastructure even if efficiency improves, with the key swing factor being whether AI capex remains on a multi-year growth trajectory or enters a digestion phase. Other data center infrastructure implications include server/ODM mix, facility design standardization, and networking architecture choices. If NVIDIA positions Groq-based inference as a broadly distributable “standard server + accelerator” solution rather than as an integrated, liquid-cooled rack like GB200 NVL72, spend could shift toward more conventional air-cooled server designs, higher unit volumes of mainstream racks, and faster deployment in colocation footprints, increasing demand for modular power rooms, busways, and rapidly deployable cooling solutions. If NVIDIA instead integrates Groq into its “AI factory” paradigm, the primary effect is likely acceleration of dense back-end fabric build-outs and a faster push toward photonics switching, increasing demand for fiber plant, connectors, and integrated optics supply chains while potentially compressing the lifecycle of transitional architectures based on pluggable optics and mid-reach copper. NVIDIA’s stated roadmap toward co-packaged optics and silicon photonics switches is already oriented toward scaling to very large GPU counts; adding a high-end inference ASIC increases the strategic importance of power-efficient, low-latency fabrics because inference economics become increasingly sensitive to network overhead as compute cost declines. Across the covered segments, the most defensible base case is limited near-term dislocation and a medium-term increase in uncertainty around memory intensity per unit of inference growth. HBM faces the clearest relative risk from an HBM-less inference platform, but supply tightness and GPU training roadmaps reduce the probability of an absolute demand shock over the next 12–24 months. Optical, AEC/copper, and power/cooling are more likely to remain volume-supported because they scale with endpoint count, deployment fragmentation, and total data center footprint, and those tend to rise when inference becomes cheaper and more widely deployed. The highest-conviction second-order effect is a shift in infrastructure mix: incrementally more distributed inference deployments (favoring colocation power/cooling standardization, DCI optics, and serviceable short-reach interconnect) and a gradual migration from pluggable optics toward integrated photonics in back-end fabrics (favoring suppliers positioned in the CPO ecosystem).

$MU $SNDK $LITE $VRT NVIDIA and Groq: 2nd and 3rd Order Strategic Infrastructure Effects and Market Implications Public reporting indicates NVIDIA has agreed to acquire Groq for approximately $20,000,000,000 in cash, while excluding Groq’s nascent cloud business from the transaction perimeter. The reported carve-out materially constrains the immediate, direct linkage from the acquisition to incremental, NVIDIA-controlled data center capacity build-out because GroqCloud appears to be the principal channel through which Groq hardware is currently monetized at scale as a service. The infrastructure-market implications therefore depend primarily on post-close product strategy: whether NVIDIA (1) commercializes Groq silicon as a distinct inference product line and drives broad deployment through OEM/ODM channels and partners, (2) uses the acquisition mainly to absorb IP and talent while de-emphasizing standalone Groq hardware volumes, or (3) uses Groq technology to reshape NVIDIA’s own inference systems and networking roadmaps. The dominant transmission mechanism into memory, networking, and facility infrastructure markets is the degree to which NVIDIA shifts incremental inference deployments away from GPU architectures that are tightly coupled to external high-bandwidth memory (HBM) and toward Groq’s current architecture, which emphasizes large on-chip SRAM, deterministic compiler-scheduled execution, and direct chip-to-chip connectivity. Independent and company-published materials describe Groq’s current-generation approach as having no external memory, keeping weights and KV cache on-chip during processing, and requiring model sharding across multiple chips due to limited on-chip SRAM per device. That architectural choice is directionally HBM-negative on a per-accelerator basis and ambiguous for DRAM, NAND, networking, power, and cooling on a per-token basis because the design can reduce memory wall losses and tail-latency overhead while potentially increasing the number of chips and interconnect endpoints required to serve large models and long-context workloads. HBM implications are the most mechanically straightforward but should be framed as second-derivative rather than absolute. If Groq-class inference silicon meaningfully displaces NVIDIA GPU-based inference deployments, incremental HBM bit demand tied to inference growth could be reduced relative to a GPU-only baseline because Groq’s current approach does not appear to attach HBM stacks to each accelerator. However, current market structure suggests HBM remains supply-constrained and is being pulled by multiple vectors including continued GPU training scale and high-capacity inference configurations, with leading suppliers signaling tight conditions extending beyond 2026. In that environment, reduced inference-driven HBM intensity could primarily reallocate scarce HBM supply toward higher-end training and premium inference GPUs rather than creating an outright volume collapse, preserving high utilization of HBM capacity while potentially affecting the slope of pricing power and capacity expansion urgency over a multi-year horizon. The key downside scenario for the HBM complex would be a durable architectural bifurcation where “good-enough” inference shifts disproportionately to HBM-less ASICs across a broad swath of deployments (latency-sensitive, batch-1, cost-per-token optimized), while training remains GPU-HBM dominated; such a split would reduce the portion of future inference compute that naturally monetizes through HBM content and could compress the incremental HBM-per-AI-dollar ratio. The key upside/neutral scenario for HBM is that the supply chain remains fully allocated regardless, with NVIDIA using any “freed” HBM to ship more high-end GPUs into training and long-context inference, especially as roadmaps increase HBM per GPU, sustaining robust aggregate bit demand even if inference becomes more heterogeneous. Conventional DRAM implications split into 2 channels: (1) DRAM wafer capacity diversion into HBM and (2) DDR content per server in AI clusters. Supplier commentary indicates that AI-driven memory demand is supporting elevated DRAM markets more broadly, and HBM production is resource-intensive versus conventional DRAM, tightening supply for DDR products in parallel. A meaningful NVIDIA pivot to an inference architecture that reduces HBM dependence could, at the margin, ease the most acute HBM-driven bottlenecks and allow memory manufacturers more flexibility in balancing DRAM mix, which could be modestly DDR-positive on the supply side (less crowding-out) even if it is DDR-neutral or slightly negative on the demand side (if per-node CPU/DDR requirements decline due to more efficient accelerator utilization). The dominant practical outcome is likely that DDR demand remains supported by broad AI server proliferation and increasing memory footprints at the system level (CPUs, networking stacks, caching layers, retrieval-augmented pipelines), while HBM remains the premium profit pool; therefore, any HBM displacement that increases total server volumes could indirectly keep DDR demand resilient even if DDR per accelerator is not rising materially. NAND flash implications are comparatively indirect and volume-driven rather than architecture-driven. Inference clusters require SSD capacity for model storage, container images, logging, and increasingly for fast local retrieval indices and embedding stores, but the storage footprint per unit of compute is typically smaller than in training pipelines that stage large datasets and checkpoints. If NVIDIA uses Groq to lower inference cost and latency enough to expand the total number of inference deployment locations (regional colocation, enterprise on-prem, sovereign footprints), aggregate SSD attach could rise through geographic fragmentation and replication of model artifacts across more sites, even if per-site storage is modest. The NAND effect is therefore likely to be demand-broadening and mix-positive (datacenter SSDs) but not a primary swing factor versus the macro AI capex cycle and consumer/device cycles. Hard disk drive (HDD) markets should see negligible direct sensitivity because nearline HDD demand is driven by bulk storage and cloud archiving economics, while inference acceleration choices primarily reshape compute and network layers; any HDD benefit would be a tertiary function of overall data center square footage expansion rather than a direct consequence of Groq silicon displacing GPUs. Optical networking implications require separating (1) intra-cluster back-end fabrics that connect accelerators and (2) front-end / data center interconnect (DCI) that connects sites and regions. Groq’s own positioning and third-party reporting suggest scaling beyond a single node or rack relies on high-bandwidth fabrics and, in some described configurations, optical interconnect scaling across hundreds of chips. If NVIDIA commercializes Groq at scale, 2 offsetting forces emerge: lower cost-per-token and improved latency could expand inference throughput and drive more east-west traffic, increasing demand for high-speed switching and optics; conversely, if Groq delivers materially higher utilization and tokens per unit of network bandwidth for certain workloads, the network required per served token could decline. Public NVIDIA materials already indicate an aggressive photonics roadmap aimed at scaling AI factories, including co-packaged optics (CPO) switches and explicit collaboration with Coherent and Lumentum in the silicon photonics supply chain. That linkage is important because it suggests that, independent of Groq, NVIDIA is already pushing optics integration deeper into the switch package to reduce power and increase resiliency; Groq increases the strategic incentive to reduce network power and latency if inference becomes even more distributed and latency-sensitive. For Lumentum and Coherent specifically, the net implication is less about “more optics versus fewer optics” and more about a shift in optics form factor and value capture. Co-packaged optics can reduce reliance on pluggable transceivers in some switch architectures while increasing demand for integrated photonic engines, lasers, fiber attach, packaging processes, and component-level supply. NVIDIA’s own announcements explicitly position Coherent and Lumentum as collaborators in creating the integrated silicon/optics process and supply chain for photonics switches. If Groq accelerates the transition to very large-scale fabrics (more endpoints, higher port speeds, tighter power envelopes), that tends to pull forward CPO adoption and amplifies demand for the underlying photonics components even if the conventional pluggable module TAM is structurally pressured over time. If Groq instead pushes inference toward smaller, more localized pods (closer to users, more regional colocation), that can be optics-positive for DCI and metro connectivity because more sites must be interconnected at high bandwidth with low latency, favoring coherent optics and high-speed interconnect between facilities. The principal risk for optics suppliers is timing and margin structure: a faster move to NVIDIA-driven integrated photonics could concentrate bargaining power and compress margins for commoditized transceiver modules while favoring suppliers with differentiated lasers, integration capability, and qualification depth in NVIDIA’s CPO ecosystem. AEC and copper interconnect implications hinge on whether Groq deployment increases the density of short-reach links inside racks and rows. High-speed copper remains structurally advantaged at very short distances on cost, power, and serviceability, but reaches become constrained as lane speeds and aggregate bandwidth rise, creating a role for active electrical cables (AECs), retimers, and signal-conditioning silicon. Credo explicitly positions its AEC products as enabling reliable lossless 800G connectivity for AI clusters, and the company has highlighted participation at NVIDIA GTC with content focused on extending PCIe/CXL using AECs, indicating relevance to next-generation system topologies that require longer reach and higher signal integrity than passive copper can deliver. If NVIDIA turns Groq into a widely deployed inference card or chassis product, the likely near-term effect is AEC-positive because (1) more inference throughput tends to increase top-of-rack connectivity requirements, (2) distributing inference across more racks and sites increases short-reach links per unit of delivered service, and (3) PCIe-attached accelerator architectures tend to require robust signal conditioning as systems move to PCIe 6.x and beyond. Groq workshop materials explicitly reference GroqCard and GroqNode form factors, reinforcing that PCIe-attached deployment has been central to Groq’s current packaging strategy. The main countervailing risk is that Groq’s deterministic chip-to-chip fabric could be implemented primarily through backplanes and direct board-level connectivity that reduces the need for merchant AECs inside the box; in that case, incremental AEC demand would concentrate more in rack-to-switch and node-to-fabric links rather than within-chassis chip fabrics. Astera Labs implications are connectivity-architecture sensitive and, on balance, skew positive if NVIDIA increases heterogeneity and disaggregation in AI systems. NVIDIA has publicly positioned NVLink Fusion as a pathway for partners to build semi-custom AI infrastructure and has explicitly identified Astera Labs as a partner in that ecosystem, with Astera describing NVLink-related solutions expanding its connectivity platform across PCIe, CXL, and Ethernet plus fleet observability software. A Groq acquisition increases the probability that NVIDIA offers a broader menu of accelerators (training GPUs, inference-focused ASICs) and therefore increases the importance of scalable, high-reliability connectivity, retiming, switching, and telemetry across mixed topologies. If Groq silicon remains PCIe-attached in many deployments, PCIe 6.x retimers/switches and active cable modules become more central, aligning with Astera’s core portfolio. If NVIDIA instead integrates Groq concepts into scale-up fabrics (NVLink-like domains) or uses Groq to expand into inference “appliances” that must be rapidly deployed in colocation environments, the need for standard-compliant, serviceable connectivity with strong RAS/telemetry increases, again aligning with Astera’s positioning. Power equipment and cooling implications for Vertiv and adjacent suppliers should be viewed through the lens of rack power density, cooling modality (air vs liquid), and site deployment model (hyperscale campuses vs distributed colocation/enterprise). Groq claims its LPU and rack designs are “air-cooled by design” and require no complex cooling and power infrastructure, and third-party reporting has described Groq’s approach as relying on parallelism across many lower-power units rather than extreme per-chip performance. If NVIDIA scales Groq as a mainstream inference platform, the mix of data center cooling spend could shift modestly away from the highest-density liquid-cooled racks toward more air-cooled or hybrid deployments, particularly for inference pods placed in existing facilities that cannot easily retrofit for very high rack heat flux. That would be a mix headwind for suppliers most levered exclusively to high-end liquid cooling attachments per rack, but it is not necessarily a volume headwind for Vertiv given the company’s broad exposure to both power and cooling infrastructure and the likelihood that total AI deployment locations expand. Vertiv’s own industry commentary emphasizes that AI racks require higher power-density UPS, batteries, power distribution equipment, and switchgear capable of handling rapid load transients, and that hybrid cooling systems will evolve across deployment environments. Those statements align with a world where inference growth increases the count of powered racks and raises the operational complexity of power delivery even if per-rack density is lower than the most extreme training clusters. The most material infrastructure impact may occur outside the rack and upstream of the data hall: grid interconnects, substations, transformers, switchgear, generators, and utility-scale generation additions. Recent regulatory actions in the U.S. highlight that projected data center demand is already driving large planned increases in electricity generation capacity, underscoring that power availability is a binding constraint. In that context, an inference architecture that lowers joules per token could reduce the power required per unit of inference delivered, but it can also accelerate demand by lowering cost and improving latency, increasing the total volume of inference served (a classic rebound effect). The net outcome is likely continued, elevated demand for power infrastructure even if efficiency improves, with the key swing factor being whether AI capex remains on a multi-year growth trajectory or enters a digestion phase. Other data center infrastructure implications include server/ODM mix, facility design standardization, and networking architecture choices. If NVIDIA positions Groq-based inference as a broadly distributable “standard server + accelerator” solution rather than as an integrated, liquid-cooled rack like GB200 NVL72, spend could shift toward more conventional air-cooled server designs, higher unit volumes of mainstream racks, and faster deployment in colocation footprints, increasing demand for modular power rooms, busways, and rapidly deployable cooling solutions. If NVIDIA instead integrates Groq into its “AI factory” paradigm, the primary effect is likely acceleration of dense back-end fabric build-outs and a faster push toward photonics switching, increasing demand for fiber plant, connectors, and integrated optics supply chains while potentially compressing the lifecycle of transitional architectures based on pluggable optics and mid-reach copper. NVIDIA’s stated roadmap toward co-packaged optics and silicon photonics switches is already oriented toward scaling to very large GPU counts; adding a high-end inference ASIC increases the strategic importance of power-efficient, low-latency fabrics because inference economics become increasingly sensitive to network overhead as compute cost declines. Across the covered segments, the most defensible base case is limited near-term dislocation and a medium-term increase in uncertainty around memory intensity per unit of inference growth. HBM faces the clearest relative risk from an HBM-less inference platform, but supply tightness and GPU training roadmaps reduce the probability of an absolute demand shock over the next 12–24 months. Optical, AEC/copper, and power/cooling are more likely to remain volume-supported because they scale with endpoint count, deployment fragmentation, and total data center footprint, and those tend to rise when inference becomes cheaper and more widely deployed. The highest-conviction second-order effect is a shift in infrastructure mix: incrementally more distributed inference deployments (favoring colocation power/cooling standardization, DCI optics, and serviceable short-reach interconnect) and a gradual migration from pluggable optics toward integrated photonics in back-end fabrics (favoring suppliers positioned in the CPO ecosystem).

TheValueist

76,267 次观看 • 9 个月前

🟢GIVEAWAY🟢 Best comments or memes about this whole circus + RT this post. 10 winners will each get $50💎 (For evidence, supporting materials, and context, read both articles and watch the video included in the article I posted yesterday) Housebets.com & Porchy pay your debts A few people told me they did not fully understand the first article because there were too many moving parts: leaderboard accounts, rewards, weekly dates, monthly bonus, Tequity, game categories, withdrawals, Provably Fair, seed changes, migration, support tickets, ledgers and founder messages. Fair enough. The evidence is already there, and I still recommend reading the full articles and, above all, watching the video, because the video shows the reward system failing live. But this text is the cleaner version: the full story explained in plain English, without assuming the reader knows anything about crypto casinos, leaderboards or lossback systems. From all the evidence I’ve gathered, the Housebets story is not a normal “player lost money” complaint. It looks like a full transparency failure across the whole product: leaderboard, rewards, withdrawals, game categories, Provably Fair / Tequity mapping, support, migration and founder response. Housebets sold itself as a rewards-first casino: public leaderboards, weekly/monthly bonuses, fast withdrawals, VIP treatment and Provably Fair games. But every time I asked for the records behind those systems, snapshots, ledger entries, weekly cycles, GGR/NGR, slider logs, PF seed mapping, Tequity round IDs, withdrawal approval logs, the answer became some version of “forwarded to the relevant department.” This started long before the public dispute. I was not some random angry player who appeared after one bad session. In January I was helping Housebets and giving product feedback. I literally told support on 27 January that I was “testing the website for George,” while already dealing with a non-instant withdrawal and a 100% welcome bonus that had not applied. Support even asked me for “proof about your testing job.” The same chat shows the advertised 100% Welcome Bonus, the bonus not applying, and support saying the withdrawal needed internal confirmation instead of being instant. The welcome bonus issue never looked clean. Housebets advertised a 100% Welcome Bonus up to $1,000 on first deposit; I deposited, contacted support, and the bonus did not apply. Then support effectively turned a first-deposit bonus into a second-deposit workaround because the first one had not been applied properly. On 31 January I came back after another deposit and told them the bonus still had not been applied, even though I had already followed support’s instructions. Edward replied that he had “forwarded” the concern to the team. The same 100% welcome bonus was still being advertised in March. By April, the rewards system was already showing serious problems. I had the weekly slider at 100% lossback and told support I had lost money but the weekly did not appear. Jacky said the weekly was generated every Thursday at 00:01 UTC and gave actual internal figures: GGR $6,250, Total Bonus $6,083.99, NGR $168.31. So Housebets clearly had internal calculations when it wanted to explain why something might not pay. But when I later asked for full calculations, those same numbers suddenly became impossible to produce. Then on 18–19 April, the rewards page was bugged and would not let me claim. Support could see a pending weekly bonus of $717.37, but I could not claim it from the UI. Tee said it had been forwarded to the relevant department. That $717.37 later appears in the bonus ledger as Rakeback (20 Apr) 717.37089061, so I am not saying that specific one stayed unpaid forever. The point is worse: already in April, support could see a pending weekly reward while the player-facing reward page did not work. For a casino built around rewards, that is not a small bug. That is the product. In May, the UI and account data kept failing basic trust checks. On 8 May, I deposited 400 USDT; support said it had been credited, but I could not see it, and the proposed fix was to log out, clear cookies and cache. On 16 May, I asked why total deposits and withdrawals had disappeared from the menu; support said the platform was “in continuous evolution.” On 17 May, I asked for my total deposits and withdrawals, and support said they did not have direct access to that consolidated summary and would email it. That full official ledger did not arrive. So when Housebets later defends itself with UI screenshots, remember: this was the same UI where deposits could be credited but invisible, totals disappeared, rewards pages bugged, and support could not access consolidated account totals. Withdrawals were also not what was advertised. On 16 May, I asked why a crypto withdrawal was pending if withdrawals were supposed to be instant. Tee answered: “A few withdrawals require manual approval,” then added, “Our withdrawals are typically instant but…” That matters because a few days later the withdrawal delay became real damage. On 25 May, I told support before a match that I needed the funds to place a time-sensitive bet on another site in less than 20 minutes. I explained I wanted to bet around 60k at odds of 2.55. The withdrawal did not arrive in time. Later I told them the bet won and that I missed around 90k in profit because Housebets took more than two hours despite being warned before the match started. Jacky said he would raise the compensation case to the VIP team. Nobody resolved it. This was not one delayed withdrawal either. In my formal complaint I reconstructed several withdrawal delays: 23 May 02:55 → 08:03, around 5h08m; 25 May 03:05 → 08:09, around 5h04m; 17 May 03:54 → 08:02, around 4h08m; 18 May 04:46 → 08:11, around 3h25m; 16 May 05:23 → 08:12, around 2h49m. That is not “instant withdrawal.” And if later marketing says withdrawals are much faster now, the obvious question is: if this was the faster version, what did slow look like? The Provably Fair / Tequity side was another major issue. On 17 May I asked support how to verify an old Blackjack round. I did not ask for a generic explanation of Provably Fair; I asked where I could see the server seed, client seed, nonce and result for previous games. Support sent me to bet history, mentioned RTP, gave a generic PF explanation and showed the current Dice seed screen. When I said that did not let me verify previous games, they told me to clear cookies/cache. After doing that, I saw a new client seed and nonce 1 even though I had not played with that seed pair. I asked if Housebets changes seeds on every login. Support could not answer and told me to contact VIP. That seed/session behaviour is important. I later recorded video evidence around the seed changing after clearing cookies/cache and asked for the exact mapping: Housebets account ID → Tequity/provider player ID → session/currency context → seed pair → server seed hash → revealed server seed → client seed → nonce/cursor → raw outcome → final result. Housebets cannot sell Provably Fair if the player cannot verify historical bets, and “contact VIP” is not a verification algorithm. On 24 May, I asked for raw verification data for a specific Tequity Blackjack round: Round ID e1648d60-0da1-4433-a5ab-9ae39f5302e3, Blackjack, Tequity, bet amount 11,346 USDT, client seed O3YBZF7LBu, server seed hash starting 712875.... I asked for revealed server seed, nonce, full result JSON, card draw order and verification algorithm. I also asked about an apparent duplicate-card/deck question. Tee replied: “I don’t have the answers to your questions right now, but I’m forwarding your request to the relevant department.” That same day, I asked for a full audit of six Dice bets of 11,400 USDT each, total 68,400 USDT. I requested bet IDs, provider round IDs, roll results, seed data, balance ledger, request/session logs, security logs, retry flags, provider records and a full technical reconciliation. Tee replied: “I will forward this to the relevant department.” So when I asked for raw data, the answer was not data. It was forwarding. Again. There were also many large loss clusters that required reconciliation because of those unresolved PF, Tequity, category, RTP and session questions. In my complaint I listed clusters such as 25 May 02:17–02:54 Blackjack around 169,932 USDT; 16 May 12:31–13:26 Dice around 90,571.92 USDT; 26 May 02:48–03:58 Mines around 89,199 USDT; 24 May 06:20–06:21 Dice at 68,400 USDT; 26 May 00:11–01:41 Blackjack around 59,910 USDT; 25 May 22:51–22:59 Dice around 59,576 USDT; and several more between 40k and 56k. I am not saying every losing cluster proves manipulation by itself. I am saying that when PF mapping, provider logs, RTP/HE, category mapping and seed/session behaviour are unresolved, these sequences need a real reconciliation. The leaderboard is where the story becomes very hard for Housebets to explain. Around 19–20 May, two new accounts, elmourabut and lucasmartirini, appeared and started climbing every day at a vertiginous pace. Not normal slow leaderboard growth. Not a casual player building volume over time. They were created around that period and then started rising with huge wagering in a way that looked extremely unnatural for brand new accounts. By 29 May, I was first on both weekly and monthly leaderboards, and those two accounts were directly behind me with huge volume. In the monthly leaderboard screenshots, I was around $3.33M wagered, while elmourabut was around $1.29M and lucasmartirini around $1.08M. In the weekly leaderboard, I was around $1.096M, while those two accounts were around $635k and $578k. They were not normal accounts sitting at the bottom; they were directly behind me, applying pressure. In my formal complaint I recorded that elmourabut joined on 19 May and lucasmartirini on 20 May, that they showed zero visible withdrawals, large deposits/wagering and significant card-game volume, and I asked Housebets to confirm they were not staff, test, QA, admin, house-controlled, affiliate-controlled, internally funded, promotional, bonus-only or multi-account related accounts. This matters because a leaderboard is not passive. It is gamification. It makes players defend rank. When two new accounts appear behind you with hundreds of thousands or more than a million in volume, you are pressured to keep wagering. In my case, the disputed deposit sequence from 25 May 22:23 to 26 May 02:09 totals 91,168.375326 USDT. That sequence begins with 1,000.00 at 22:23 and continues with repeated deposits until 2,879.148969 at 02:09. The video later shows why those dates matter: there were deposits coming in, no gameplay withdrawal offsetting the sequence, a balance basically at zero, and later a leaderboard prize shown as P/L. I formally asked Housebets to confirm those two leaderboard accounts were real and eligible, and also to preserve wager logs, transaction records, balance adjustment logs, account flags, leaderboard calculation snapshots, support ticket logs, Telegram/email records and internal notes. Edward said he forwarded the request. In the same thread, he added that they were “working on fixing an issue regarding the weekly bonuses,” and then said the weekly countdown was “not currently on Thursday evenings.” So the leaderboard issue and the weekly bonus issue are linked in time and support context. After that, Housebets confirmed by email that elmourabut and lucasmartirini were “legitimate and eligible accounts.” That email is the trap door. If they were legitimate and eligible, they should have remained in the leaderboard with their volume. If they were not, Housebets should never have confirmed them as legitimate and eligible. After that confirmation, the accounts disappeared from the leaderboard or stopped appearing in the positions their previous wagering required. I went back to support on 30 May and wrote: “There has been a material post-confirmation leaderboard change involving two accounts that Housebets had already confirmed as legitimate and eligible. I need the exact reason, timestamp, logs, and recalculation basis.” Edward said the matter was flagged and that I could expect a prompt response. I am still waiting for the actual explanation. Why did they disappear? My read is simple: because every hour that passed, there was more evidence around those accounts. They had been created around the same period, they were climbing at a speed that looked anything but human, they showed no visible withdrawals in the data I could see and reported, they appeared to be generating huge volume in unclear game categories, and the games/categories tied to that volume did not even make sense from the player-facing UI. When I started asking what they were actually playing, what Card meant, whether the volume was Tequity / UnOriginals / House Games, what RTP and house edge applied, and where the logs were, the questions became uncomfortable. Keeping those accounts visible became harder than removing them. So they disappeared. The game category issue made the leaderboard even more suspicious. On 30 May, I asked support why my own stats showed almost all my volume under Slots / Tragamonedas when I did not play real slots. I told them: “i dont play 3$ in unoriginals,” “i played all 3M in unoriginals,” and “ive never play slots.” I asked what “Card” was, where that game was, what RTP and house edge it had. Monica said Card was mainly Blackjack, Baccarat and Poker variants. Marcus later said the team was investigating why it showed that I mostly played slots when I had not. He could not give the exact game, RTP, HE, provider, category mapping or contribution logic. That matters because those same unclear categories were connected to leaderboard volume. If the site cannot clearly explain whether volume is Slots, Card, UnOriginals, House Games, Blackjack, Baccarat, Always 9 Baccarat or Tequity, then the leaderboard is not auditable for the player. I even asked which UnOriginals those two accounts were playing, and support told me to look at Live Bets. That is not an answer. I was not asking for gossip; I was asking what exact games generated leaderboard volume, what RTP/HE applied and whether that volume was eligible. There is also an earlier leaderboard-related precedent: Porchy had already told me in February that I would lose leaderboard places if I did not rename, because too many people were messaging support saying the site was not being fair due to my name and it “doesn’t make us look good.” That matters because it suggests leaderboard positioning was not treated as a sacred, untouchable system when public perception was involved. If leaderboard positions can be threatened for image reasons, then later claims that everything is purely automatic deserve scrutiny. Then Porchy made the leaderboard situation worse. Instead of producing logs or snapshots, he later said the leaderboard had “abusers” on it, that they were removed to help other players, and that it never affected me. Later he said they paid every single person, “even these abusers,” then called me “begging for money.” That creates a direct contradiction: Housebets confirmed the accounts as legitimate and eligible, then Porchy referred to leaderboard “abusers.” If they were abusers, why were they confirmed as legitimate and eligible? If they were eligible, why did they disappear? If they never affected me, where are the historical snapshots proving that? Once those accounts disappeared, Housebets paid the leaderboard prizes. On 1 June, the bonus ledger shows two Leaderboard entries: 5,007.46111706 and 1,001.49222341, totaling 6,008.95334047. That part was paid. But then Act Two started: the weekly and monthly rewards did not appear as separate ledger entries. The same bonus ledger shows those two 1 June entries as Leaderboard only, not Monthly Bonus, not Weekly Reload, not Lossback. The weekly timeline is a mess. On 28 May, the dashboard / UI said the weekly bonus was claimable every Thursday at 00:01 UTC, and the monthly was available on the 1st at 00:01 UTC. That same night I told support the weekly had shown as available, then reset to 6 days without paying. Later I sent screenshots and wrote: “1M wagered and 0.2$.” Jacky said he had raised the issue to the technical team. So the weekly failure was reported live, not reconstructed after the fact. The next day, 29 May, Edward said they were fixing an issue regarding weekly bonuses and that the weekly countdown was “not currently on Thursday evenings.” Then on 1 June, Spencer said the May weekly bonuses were 7th, 14th, 21st, and then due to migration the weekly moved to Monday, so there was one on the 25th on the new platform. He also said the 25 May weekly covered gameplay from 21–24 May, and that tech was looking at that plus the monthly bonus. The ledger does show a 25 May 02:10 Rakeback entry of 1,996.08334791, which likely corresponds to that 21–24 May weekly. But my major loss sequence starts about 20 hours later, on 25 May at 22:23, and continues until 26 May at 02:09. So the 25 May weekly cannot cover those losses. If weekly was still Thursday, the 25/26 losses should have been in the 28 May weekly. But the bonus ledger on 28 May shows only two tiny Rakeback entries, 0.28373945 and 0.00280958. If weekly moved to Monday because of migration, those losses should have appeared in the next weekly after 25 May. But on 1 June the ledger only shows Leaderboard entries. Then the final video shows the next Weekly Reload reaching zero, paying nothing and resetting to 6d 23h. So the same loss sequence appears to fall into no paid weekly cycle. The 4 June support conversation makes this even more ridiculous. After I recorded the weekly reset video, I asked support a very simple question: what were the last weekly dates/cycles? The dashboard / support flow again said weekly bonuses are claimable every Thursday at 00:01 UTC. Jacky confirmed: “Weekly bonuses can be claimed every Thursday at 00:01 UTC in the Rewards tab,” and added that if not claimed by the following Wednesday at 23:59 UTC, it expires. But when I asked for the exact last four dates, Jacky said he had to check with the relevant department. When I pressed again, he said, “Sorry, As I am only a CS, Let me raise your concerns to relevant department.” I asked whether support did not have the information or simply could not answer. He replied: “Do you have any other concerns?” They use weekly cycles to decide whether to pay, but support cannot explain the weekly cycle. The monthly is missing too. The dashboard / UI said the monthly bonus is based on activity and VIP level from the previous month and is available on the 1st at 00:01 UTC. In May I had more than 3,258,023.0829 wagered according to the formal complaint data. I also have proof/video that the monthly slider was set to 50/50. On 1 June, Spencer first told me I had claimed the Monthly Bonus at 1:12am BST around the same time as the monthly leaderboard reward. I immediately said I only received leaderboard prizes. Then Spencer changed the answer: “Our tech team are still actively working on issues regarding the monthly bonuses.” So first the monthly was claimed, then tech was still fixing it. The ledger still shows no Monthly Bonus entry. Housebets then seems to rely on “up overall” as a defence. But the video and ledger show why that does not work. My weekly/monthly profile later showed around +6,008 P/L with 0 deposits, 0 wagered and around 6,008 in bonuses. That number matches exactly the two 1 June Leaderboard payments. So the UI is showing leaderboard rewards as P/L. Then support used “up overall” to say I was not eligible for weekly lossback. That is not a clean lossback calculation. That is using a leaderboard reward as apparent profit to deny a lossback that should be based on actual eligible losses. There were also smaller reward-confusion issues along the way. On 22 May I asked for all pending bonuses,weekly, monthly, rakeback, level-up, anything, and support said the internal team would manually verify whether everything had been credited correctly and email me. On 24 May, I asked about level-up rewards because the reward looked like $3,500 for Pearl; support clarified it was $3,500 total across all Pearl levels, $500 per level. These are not the core issues, but they are part of the same pattern: rewards marketing, unclear UI, manual verification, emails that do not arrive, and players having to chase basic explanations. Then there is the migration. On 25 May, after the delayed withdrawal, missing VIP contact and unresolved issues, support told me my account would be moved to the new platform and that this upgrade would offer a better withdrawal process and fix many issues. Before that migration, I explicitly requested that no account data, internal data, logs, balance history, bonus history, bet history, provider records or pending issues be deleted. The response: “Your request has been relayed to the relevant department.” Again, forwarding. But if the old data is safe, Housebets should provide the old leaderboard snapshots, old weekly states, old bonus logs, old Tequity mapping and old withdrawal approval logs. The founder response did not fix anything. When Porchy finally engaged, he did not provide the records. He framed the settlement request as “so you want $100,000?” and asked whether I needed it or else I was going to post on X. I had already made clear this was not money for silence; I asked for logs, snapshots, withdrawal records, calculations and a counter-calculation if Housebets disagreed. He later referred to “abusers,” told me I was “up overall,” said “You are begging for money,” and suggested I “just do this to casinos.” Still no ledger. Still no weekly calculation. Still no monthly entry. Still no PF/Tequity mapping. Still no leaderboard snapshots. Another player also contacted me with screenshots pointing to similar categories of issues: private deals, leaderboard payout disputes, migration/account merge problems, missing history and a tiny monthly bonus despite claimed losses. I am not using that player’s case as the foundation of my claim without his full ledger, but it matters because it suggests the same type of opacity may not be isolated: private VIP/reward deals, leaderboard eligibility, monthly bonus calculations, migration and unclear history. If Housebets has private deals that affect leaderboard eligibility or rewards, it must explain how those deals interact with public leaderboards. So the overall picture is this: Housebets sold a public leaderboard and rewards system that pressured real wagering. Two new accounts appeared directly behind me with huge volume, were confirmed as legitimate and eligible, then disappeared after I asked for logs and questioned game categories. Housebets could not explain the exact games, RTP, house edge or category mapping behind the volume. The accounts were later framed by Porchy as “abusers,” contradicting the earlier eligibility confirmation. Once Housebets paid me the leaderboard prizes, those prizes were shown as P/L, and that contaminated P/L was then used to claim I was “up overall” and not eligible for lossback. At the same time, my real 25 May 22:23 → 26 May 02:09 loss sequence of 91,168.375326 USDT appears in no clean weekly cycle. The 25 May weekly covered 21–24 May according to Spencer, so it cannot cover that loss sequence. The 28 May weekly showed only tiny Rakeback entries and was already reported as broken. The 1 June ledger shows only Leaderboard entries. The later video shows Weekly Reload reaching zero, paying nothing and resetting. And when I ask support for the exact weekly calendar, they cannot answer and send it to the relevant department. The monthly is the same story. The dashboard / UI says it is based on activity and VIP. I had more than 3.25M wagered in May. Spencer first says I claimed it, then says tech is still working on monthly bonuses. The ledger shows no Monthly Bonus. If Housebets says I was not eligible, they need to show the formula, slider history, cycle, GGR/NGR, eligible loss/activity, deductions and ledger result. If they cannot, “not eligible” is just another label. And this opens another can of worms: Tequity / provider configuration. Housebets cannot hide behind “the provider” whenever something goes wrong. The player does not deposit with Tequity. The player does not withdraw from Tequity. The player does not speak to Tequity support. The player does not compete in a Tequity leaderboard. The player plays on Housebets, with a Housebets wallet, Housebets UI, Housebets rewards, Housebets leaderboard and Housebets support. 1/2

Dr. W

20,491 次观看 • 4 个月前

Bitcoin to End Wars? 🚨 Federal Reserve to Start World War III? 🌍 (Private Central Banks & Warfare 🌐) 🤖 *Robotic Crypto Trader ► ⭐⭐ AI-Driven Trading Bot! (GoBabyTrade!!) ✔️ Profits while you sleep! 24/7 crypto trading! ✔️ Simply connect your Coinbase and start “default”! ⚡💰 Exclusive limited-time offer: *Get $1,000 off!!* … *Start now!: ⭐ ➜ 🚀 … Weekly Webinar!: ⭐ 👽 *Uphold⁺ ► ⭐⭐ Game-changing web3 financial platform! ✔️ #1 All-In-One: buy, sell, trade, store, manage! ✔️ Fully reserved, radically transparent, proof online! ✔️ Connected to 30+ providers, deep liquidity! ⚡💰 *Up to 4.65%* on USD balances! (FDIC Insured!) … *Sign up now! ⭐ ➜* 💳 *Tangem Card ► ⭕ *Tangem Ring ► ⭐⭐ Easiest hardware wallet, portable style!! ✔️ Simply tap to your phone and you’re in! ✔️ Low cost, must-have! Access all crypto! ⚡💰 *Get 5% off!!* Promo Code: CRYPTOCASEY5 … *Order now!: ⭐ ➜ 🔐 *Ledger Wallets ► ⭐⭐ NEW!! Ledger Stax & Flex On Sale NOW!! ✔️ Highest security, secure touch screen! ✔️ Full ecosystem, 1000's of coins/tokens! ✔️ Advanced management of your assets! ⚡🎁 Holiday Special: *Up to $70 in FREE BTC!!* … *Order now!: ⭐ ➜ ▬▬▬▬▬ “PRIVATE CENTRAL BANKS FUND WARS!” 😡 TO ENSLAVE THE WORLD 🌏 Hello, fam! Crypto Casey here 👋 and I'm on a mission to improve people’s lives through #crypto education. In this video, we explore how private central banks have been enslaving the world for centuries, highlighting the importance of bitcoin. ▬▬▬▬▬ TOP CRYPTO TOOLS TO GET TODAY! 💥💥⚡ ⭐👽 *Uphold⁺ ► Game-changing web3 financial platform! Rivals banks! ⚡💰 *Up to 4.65%* on USD balances! (FDIC Insured!) ✔️ #1 All-In-One: buy, sell, trade, store, manage! 💳 *Tangem Card ► ⭕ *Tangem Ring ► Easiest hardware wallets! Fully portable! ⚡💰 *Get 5% off!!* Promo Code: CRYPTOCASEY5 ✔️ Simply tap and you're in! Sleek, stylish! ⚡🔐 *Ledger Wallets ► NEW!! Ledger Stax & Flex On Sale NOW!! ⚡🎁 Holiday Special: *Up to $70 in FREE BTC!!* ✔️ Highest security, secure touch screen! ▬▬▬▬▬ SET UP YOUR TRADING BOT TODAY!! 💥💥🚀 🤖 *Robotic Crypto Trader ► Automated AI-Driven Trading Bot! (GoBabyTrade!!) ⚡💰 Exclusive limited-time offer: *Get $1,000 off!!* ✔️ Profits while you sleep! 24/7 crypto trading! BUY NOW! ► FULL REVIEW! ► *WEEKLY WEBINAR!* ► CONNECT BOT TO YOUR TRADING ACCOUNT! ⭐ 🧿 Coinbase ► ⭐ 🐙 Kraken Pro ► ▬▬▬▬▬ CHAPTERS 💬 (Watch to the end!) 00:00 - Another World War? 02:40 - Currency Act 04:50 - Ignorance of Coin & Credit 06:25 - History Repeating 07:31 - First Bank of United States 08:00 - War of 1812 08:40 - Second Bank of United States 10:13 - Civil War & Assassinations 12:40 - Third Bank of United States 13:25 - Next Generation of Banking 14:35 - Federal Reserve 16:20 - World War I 17:35 - World War II 18:40 - John F Kennedy 19:40 - Off Gold Standard 22:10 - World War III 24:15 - Transfer Crypto to Wallet ▬▬▬▬▬ FOLLOW MY ONLY OFFICIAL CHANNELS! 📢 ⭐ Linktree (Deals) ► ⭐ TikTok ► ⭐ Twitter ► ⭐ Instagram ► ⭐ Podcast ► ⭐ Facebook ► ▬▬▬▬▬ TAGS: #cryptocurrency #bitcoin #cryptocasey NOTE: This description contains affiliate links. If you purchase a product through one of them, I will receive a commission (at no additional cost to you). Thanks for supporting the channel! ⁺UPHOLD DISCLAIMER: Terms Apply. Capital at risk. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong. Balances $1,000 or more earn 4.65% APY; under $1,000 earn 2% APY. Rates subject to change. Cash deposited in the USD Interest Account solely for the purpose of accessing the Cash Sweep Program is not protected by SIPC or FDIC; you are able to have up to $2,500,000 FDIC insurance when your cash is swept into the program banks. See Atomic Cash Sweep Terms & Conditions and full details and disclosures. DISCLAIMER: The information contained herein is for informational purposes only and not to be construed as financial, legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome. © 2024 Crypto Casey. All rights reserved ▬▬▬▬▬ ❤️ Be safe out there. —Crypto Casey

Bitcoin to End Wars? 🚨 Federal Reserve to Start World War III? 🌍 (Private Central Banks & Warfare 🌐) 🤖 Robotic Crypto Trader ► ⭐⭐ AI-Driven Trading Bot! (GoBabyTrade!!) ✔️ Profits while you sleep! 24/7 crypto trading! ✔️ Simply connect your Coinbase and start “default”! ⚡💰 Exclusive limited-time offer: Get $1,000 off!!* … Start now!: ⭐ ➜ 🚀 … Weekly Webinar!: ⭐ 👽 Uphold⁺ ► ⭐⭐ Game-changing web3 financial platform! ✔️ #1 All-In-One: buy, sell, trade, store, manage! ✔️ Fully reserved, radically transparent, proof online! ✔️ Connected to 30+ providers, deep liquidity! ⚡💰 Up to 4.65% on USD balances! (FDIC Insured!) … Sign up now! ⭐ ➜ 💳 Tangem Card ► ⭕ Tangem Ring ► ⭐⭐ Easiest hardware wallet, portable style!! ✔️ Simply tap to your phone and you’re in! ✔️ Low cost, must-have! Access all crypto! ⚡💰 Get 5% off!! Promo Code: CRYPTOCASEY5 … Order now!: ⭐ ➜ 🔐 Ledger Wallets ► ⭐⭐ NEW!! Ledger Stax & Flex On Sale NOW!! ✔️ Highest security, secure touch screen! ✔️ Full ecosystem, 1000's of coins/tokens! ✔️ Advanced management of your assets! ⚡🎁 Holiday Special: Up to $70 in FREE BTC!! … Order now!: ⭐ ➜ ▬▬▬▬▬ “PRIVATE CENTRAL BANKS FUND WARS!” 😡 TO ENSLAVE THE WORLD 🌏 Hello, fam! Crypto Casey here 👋 and I'm on a mission to improve people’s lives through #crypto education. In this video, we explore how private central banks have been enslaving the world for centuries, highlighting the importance of bitcoin. ▬▬▬▬▬ TOP CRYPTO TOOLS TO GET TODAY! 💥💥⚡ ⭐👽 Uphold⁺ ► Game-changing web3 financial platform! Rivals banks! ⚡💰 Up to 4.65% on USD balances! (FDIC Insured!) ✔️ #1 All-In-One: buy, sell, trade, store, manage! 💳 Tangem Card ► ⭕ Tangem Ring ► Easiest hardware wallets! Fully portable! ⚡💰 Get 5% off!! Promo Code: CRYPTOCASEY5 ✔️ Simply tap and you're in! Sleek, stylish! ⚡🔐 Ledger Wallets ► NEW!! Ledger Stax & Flex On Sale NOW!! ⚡🎁 Holiday Special: Up to $70 in FREE BTC!!* ✔️ Highest security, secure touch screen! ▬▬▬▬▬ SET UP YOUR TRADING BOT TODAY!! 💥💥🚀 🤖 Robotic Crypto Trader ► Automated AI-Driven Trading Bot! (GoBabyTrade!!) ⚡💰 Exclusive limited-time offer: Get $1,000 off!!* ✔️ Profits while you sleep! 24/7 crypto trading! BUY NOW! ► FULL REVIEW! ► WEEKLY WEBINAR! ► CONNECT BOT TO YOUR TRADING ACCOUNT! ⭐ 🧿 Coinbase ► ⭐ 🐙 Kraken Pro ► ▬▬▬▬▬ CHAPTERS 💬 (Watch to the end!) 00:00 - Another World War? 02:40 - Currency Act 04:50 - Ignorance of Coin & Credit 06:25 - History Repeating 07:31 - First Bank of United States 08:00 - War of 1812 08:40 - Second Bank of United States 10:13 - Civil War & Assassinations 12:40 - Third Bank of United States 13:25 - Next Generation of Banking 14:35 - Federal Reserve 16:20 - World War I 17:35 - World War II 18:40 - John F Kennedy 19:40 - Off Gold Standard 22:10 - World War III 24:15 - Transfer Crypto to Wallet ▬▬▬▬▬ FOLLOW MY ONLY OFFICIAL CHANNELS! 📢 ⭐ Linktree (Deals) ► ⭐ TikTok ► ⭐ Twitter ► ⭐ Instagram ► ⭐ Podcast ► ⭐ Facebook ► ▬▬▬▬▬ TAGS: #cryptocurrency #bitcoin #cryptocasey NOTE: This description contains affiliate links. If you purchase a product through one of them, I will receive a commission (at no additional cost to you). Thanks for supporting the channel! ⁺UPHOLD DISCLAIMER: Terms Apply. Capital at risk. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong. Balances $1,000 or more earn 4.65% APY; under $1,000 earn 2% APY. Rates subject to change. Cash deposited in the USD Interest Account solely for the purpose of accessing the Cash Sweep Program is not protected by SIPC or FDIC; you are able to have up to $2,500,000 FDIC insurance when your cash is swept into the program banks. See Atomic Cash Sweep Terms & Conditions and full details and disclosures. DISCLAIMER: The information contained herein is for informational purposes only and not to be construed as financial, legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome. © 2024 Crypto Casey. All rights reserved ▬▬▬▬▬ ❤️ Be safe out there. —Crypto Casey

Crypto Casey

32,927 次观看 • 1 年前

dave meltzer: youtube enthusiast 💀 perfect. now we can stop pretending this was ever complicated. the real story is not that wwe is afraid of aew. the real story is not that “high level wwe officials” are whispering scary things to dave meltzer. the real story is not even that tony khan got asked a planted question on a media call with very little distribution about the possibility of aew soon having very little distribution, although that sentence is so stupidly perfect it should be bronzed and placed outside the wrestling observer newsletter office like a war memorial for people who died pretending this was journalism. the real story is that aew is going to lose its wbd distribution deal. either it ends at the expiration of the three-year term in 2027, or it ends earlier if paramount closes wbd and decides aew has no strategic place inside the new company. and based on the board as it exists right now, the most likely landing spot for aew in 2027 is google / youtube. that is the story. everything else is laundering. tony khan wants the story to be: “why would wwe say this about us?” that is the whole operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a lightly viewed roh show. a planted story. a planted messenger. a rehearsed answer. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the exact thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is not. it is the most bubble wrapped, manufactured, artificial environment possible. aew is heading toward youtube because the domestic media rights board is closing around them. not as a troll. not as a bit. not as “pr spin.” as a business conclusion. aew is not leverage. wwe is not afraid of aew. the $185 million number was bullshit. the buyer universe was shrinking. paramount / skydance was coming for wbd. wbd was not going to be some permanent aew safe house. youtube was only ever a real “option” if someone at google was actually cutting a media rights check and underwriting production. not because every divorced mom with a ring light and a gmail account can upload video to the same platform. that was always the distinction. that is still the distinction. Nick LoPiccolo — February 28, 2025 “YouTube is an option the same way you or I could start a YT channel tomorrow. Is Jon Cruz cutting AEW a media rights check or underwriting a production budget? Hell no. Just the reality. It isn’t the model. Jon is global head of sports over there.” that was february, not last week. not after dave meltzer suddenly discovered youtube prelim numbers like columbus finding the new world. it is becoming inevitable now. Nick LoPiccolo — April 30, 2026 — 11:26 AM — 251.2K Views “to every journalist and every podcast who interviews tony khan from this day forward: please ask tony if wbd told him back in august they would not be renewing aew. wbd told him in august. i confirmed it directly and triple sourced it. please ask why tony has been acting like nothing is wrong for the last 8 months, and then please ask tony what his actual distribution plan is. because the only distributor left that will take aew is google/youtube. the myaew app is not realistic. the my aewapp is a death sentence in 2026 if youtube doesn’t make an mg deal for aew. they started building it too late and there is no realistic way to scale it. also, who is going to sell ads for the platform? kiswe is not the best. they built the myaew app. they are new to the game. hold tony’s feet to the fire. Paramount is not real for aew. WBD passed back in August. CW/Roku is now off the table. Amazon and Fox do not want AEW. ask Tony why he's been lying to you and to the locker room and to the fans, acting like things are all great with the network? i am sure a lot of people would love to hear his answer.” april 30. 251.2k views. not whispered. not hidden. not vague. not “high level wwe officials.” i said it publicly and directly: wbd passed back in august. paramount is not real for aew. cw / roku is off the table. amazon and fox do not want aew. the myaew app is not realistic. google / youtube is the only distributor left on the board that makes sense. that is the actual story tony khan does not want to answer. not “why would wwe say this?” ask tony khan if wbd told him in august that wbd would not be renewing aew. ask what his actual distribution plan is. ask who is selling ads for the myaew app. ask how a platform built this late scales in 2026. ask whether youtube is an actual rights partner with an mg, or just the place you go when the real buyers are gone. that is the question. not the fake question dave meltzer laundered into “high level wwe officials.” the real question. Nick LoPiccolo — July 9, 2025 — 10:51 AM — 9,565 Views “No one in Hollywood believes the $185 million number.” Nick LoPiccolo — July 9, 2025 — 11:35 AM — 7,470 Views “The $185 million figure is inflated. Variety’s October 2, 2024 article was likely updated after a publicist called on AEW’s behalf, as early reports placed the deal between $140 and $150 million per year. Tony Khan was also included in Variety’s Dealmakers 2024 list, which, while not officially pay to play, strongly favors those spending significant advertising dollars with the outlet. No one in Hollywood seriously believes WBD, which is in junk bond status, is paying AEW $185 million per year. Clear enough?” clear enough? the number was never clean. the number was never real in the way aew fans and wrestling media pretended it was real. and when the $185 million number started getting laughed out of adult rooms, the number magically became $178 million. that is where the shell game gets funny. because $178 million was not some sacred sourced number either. it was brandon thurston taking the median between $170 million, reported by sports business journal, and $185 million, reported by variety and others. that is literally what wrestlenomics said. Wrestlenomics — October 4, 2024 “Why use $178 million here for AEW’s new deal when some outlets are reporting the average annual value is $185 million?” Wrestlenomics — October 4, 2024 “I used $178 million here because it is simply the median of $170 million, as reported by Sports Business Journal, and $185 million, reported by Variety and others.” there it is. arithmetic. not an all-cash rights fee. not a clean license number. not proof wbd valued aew like raw. not a finance-department document from warner bros. discovery. a midpoint between conflicting public reports. then wrestling media treated that midpoint like scripture because they needed the story to be “aew is valued like raw,” not “aew pr inflated a number no serious person in hollywood believed.” and by the way, $170 million was not the clean all-cash number either. that is the scam. float the number. repeat the number. launder the number. defend the number with people who do not understand the difference between cash rights fees, in-kind services, equity, marketing commitments, platform value, make-goods, ad inventory, and press release math. then when the number collapses, pretend the next number was always the number. that is not reporting. that is aew state news. Nick LoPiccolo — July 10, 2025 — 5:53 AM — 12.6K Views “AEW isn’t leverage. It’s not competition. It’s a niche product with loud fans and limited reach.” Nick LoPiccolo — July 10, 2025 — 8:56 AM — 1,018 Views “We handle wrestling deals too, but thinking we need AEW for leverage is myopic. The landscape is changing and the game I’m playing is different.” Nick LoPiccolo — July 15, 2025 — 25.7K Views “AEW isn’t leverage.” that was never emotional. that was never tribal. that was never “i hate aew.” it was market structure. wwe did not need aew as leverage because real leverage was never “another wrestling show exists.” real leverage is architecture, scale, subscriber churn, platform strategy, sports adjacency, global rights, advertising, sponsorship, live inventory, library value, data, brand safety, executive relationships, and the actual buyer universe of maybe 18-20 companies in the united states that matter for live sports rights. aew fans thought this was a wrestling argument. it was never a wrestling argument. it was a board. and the board was already moving. Nick LoPiccolo — August 11, 2025 — 482 Views “I wasn’t viewing the above in that context (TKO vs AEW counter programming), it was more of this is what I’m hearing after 2 weeks of big media deals rolling out (Skydance closing, South Park library moving) etc. Which have all been in the works for awhile.” Nick LoPiccolo — August 11, 2025 — 388 Views “But if you were to look at it from a counter programming perspective (and I don’t think this was a factor in UFC deal) - there are only so many players for these big media rights deals. PARA is likely off the board (via TKO deal) & then what if they acquire WB in 2026/27?” Nick LoPiccolo — August 11, 2025 — 535 Views “Yes, of course, that wouldn’t mean the end for AEW. It would make navigating their media rights deal more challenging, I would guess. But this is a hypothetical scenario & I do not believe anyone is paying $7.7b for UFC or a $40b valuation for WB w/ how do we fuck AEW, either.” Nick LoPiccolo — August 11, 2025 “And hearing all weekend Paramount is still interested in WBD.” Nick LoPiccolo — August 11, 2025 — 1.3K Views “I think more interesting for what it could mean as the dominoes keep falling in terms of the still evolving landscape. The deals are massive & the number of major players at the top are shrinking as still big push for consolidation & scale.” Nick LoPiccolo — August 11, 2025 — 12:11 PM — 2,588 Views “And I’d view AAA on Google/YouTube as directly competitive. It targets both the CMLL collab & the audience that used to watch AEW Dark on YouTube, & WWE is able to send well known stars to AAA events with an eye towards converting more of the younger, YouTube demo of viewers who don’t watch streamers.” again: august 11. not yesterday. not after dave meltzer tweeted a netflix prelim number. not after anyone had to retrofit the argument. the point was already there: the major players at the top were shrinking, paramount was still interested in wbd, paramount was likely off the board for aew because of the tko deal, google / youtube was becoming directly competitive for the exact audience aew used to reach through dark, and the buyer universe was consolidating around deals much bigger than tony khan’s feelings. this was not mysticism. this was not inside baseball for the sake of sounding smart. this was the board. Nick LoPiccolo — August 24, 2025 “This isn’t fair. I misread your question. AEW will exist but likely on the Discovery Global app (if it ever launches, I would bet that it doesn’t) and it will continue to do consistent ratings. If Paramount/Skydance buys WBD in a year…” Nick LoPiccolo — September 4, 2025 — 76 Views “No, that’s the WBD network division (cable, news, sports) that was already announced as being spun off under Discovery Global. The article you’re citing is about them selling a minority equity stake in that unit to cut debt and boost valuation ahead of the 2026 split.” Nick LoPiccolo — September 16, 2025 — 3.6K Views “This is not just about Hollywood scale. It is the foundation of a conservative aligned media infrastructure. A Paramount/WBD merger would fold CBS, CNN, HBO, and Warner Bros IP into Ellison’s orbit under Trump’s regulatory umbrella.” Nick LoPiccolo — September 16, 2025 — 11K Views “Within 48 hours of the rumor, WBD stock surged ~55% and Paramount Skydance rose ~24%. That market response itself boxed David Zaslav in; his board, Wall Street, and his own contract now expect movement.” Nick LoPiccolo — September 27, 2025 — 12:16 PM — 3,516 Views “Nah homie. Enjoy watching the show on YouTube after Ellison buys WBD and Ari who is advising Ellison and used to represent Trump and runs TKO makes the call.” Nick LoPiccolo — September 28, 2025 — 174 Views “I believe if and when Paramount acquires WBD, TKO will push to lock down a monopoly on combat sports. The long knives are already out for competitors, and the rights deals have likely been spread around town precisely to keep rivals from signing with those streamers.” none of that was random. paramount / skydance, ellison, ari, tko, wbd linear assets, youtube, aaa, the tko deal, the wbd split, the shrinking rights buyer universe — all of it was one connected domestic rights architecture. that is why this conversation was always over the heads of the people screaming “cope” in my replies. they were arguing like fans. i was reading the cap table. Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Yes, I always believed Paramount would walk away with WBD. I was one of the first to talk about it on here, even if I wasn’t the first to hear it. The Paramount Skydance acquisition closed on August 7. I posted this on August 11, about 1 month before the The Wall Street Journal first broke the news on September 12 that Paramount Skydance was preparing a bid for WBD.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “The bid was always going to be hostile. We are only in this process because it was a hostile bid. Most people in Hollywood believed Ellison long coveted WB and Jack Warner’s chair. WB was not for sale when Skydance acquired Paramount, which is much smaller in scale.” Nick LoPiccolo — December 6, 2025 — 3:07 PM — 41.4K Views “Nearly everyone in town assumed an Ellison acquisition of WBD was inevitable until the Netflix bid shocked everyone. Signs were there for the last two weeks, which is also when I stopped posting about what might happen. Of course, its not over yet. Paramount still has paths to winning this acquisition. The one thing that’s for certain though is an Ellison-led acquisition of WBD is no longer inevitable.” Nick LoPiccolo — December 8, 2025 “END CREDITS” space jam is a warner bros. movie. that was the joke. and the joke was the same thing i had been saying the whole time: paramount was winning the bid, for those who did not understand. Nick LoPiccolo — December 19, 2025 — 4:30 PM — 828 Views “Here is another reference to it. So tell me how exactly is Paramount the better outcome for Dave’s argument? Netflix doesn’t touch the WBD linear assets. Gunnar keeps his SpinCo.” Puck excerpt — December 19, 2025 “Many industry insiders are also skeptical about Paramount’s seven-year, $7.7 billion deal for exclusive UFC rights in the U.S. Yes, it can be read as a signal that Ellison came to play. But some people see it more as Ari Emanuel having his way with the person to whom he is ostensibly an (unpaid) advisor…” that is the board. that is the relationship map. that is the thing wrestling media either does not understand or pretends not to understand, because understanding it means admitting the story is not “aew has leverage.” the story is that aew is sitting in the middle of a consolidating rights marketplace where the people with leverage are doing much bigger things than worrying about tony khan’s feelings. Nick LoPiccolo — January 21, 2026 — 4:22 PM — 870 Views “i mean get ready to learn youtube buddy” Nick LoPiccolo — February 19, 2026 — 2.8K Views “Paramount was always my bet to acquire Warner Bros. Never wavered.” Nick LoPiccolo — February 28, 2026 — 1:27 PM — 118 Views “you don’t need to look under a hood I AM SAYING THE QUIET PART OUT LOUD 🚨🚨🚨🚨🚨 I BEEN SAYING IT SINCE JULY / AUGUST 🚨🚨🚨🚨🚨 PARAMOUNT IS COMING FOR WBD AEW WILL LOSE A TV DEAL 🚨🚨🚨🚨🚨 GUESS WHO WAS RIGHT 💀” so no, this is not hindsight. this is not showing up after the fact with a flashlight and pretending i discovered the body. this is a paper trail. february: youtube is not a real rights model unless google is cutting the check. april: wbd passed back in august, the myaew app is not realistic, paramount is not real for aew, cw / roku is off the table, amazon and fox do not want aew, and google / youtube is the only distributor left that makes sense. july: the $185 million number is inflated and aew is not leverage. august: the buyer board is shrinking, paramount is still interested in wbd, and google / youtube becomes directly competitive. september: paramount / wbd folds the board into ellison’s orbit, and if ellison buys wbd, enjoy youtube. december: paramount was always the bet, the bid was always going to be hostile, and netflix does not solve dave meltzer’s argument because netflix does not touch the linear assets. january: get ready to learn youtube. february: paramount is coming for wbd and aew will lose a tv deal. same board. same thesis. same answer. now here is the part tony khan and dave meltzer do not want to say out loud. tony khan and dave meltzer do not mention me publicly for a reason. because the second they say my name out loud, they admit where this conversation has actually been coming from. not wwe. not some anonymous “high level official.” not some shadowy tko whisper campaign. me. that is the problem for them. behind the scenes, ask any real insider what happens when my name comes up around this subject. there is a reaction. not because i’m magic. not because i’m some internet boogeyman. because they know exactly who is saying it, why i’m saying it, what rooms i have been in, what companies i have dealt with, what executives i have spoken to, and why the analysis keeps landing. that is why they keep trying to non-person me publicly while reacting to me privately. they want the argument. they want the benefit of responding to the argument. they just do not want to admit whose argument it is. when i said wbd told aew back in august 2025 they were not exercising the option for the fourth year, tony khan blew up behind the scenes and forced john mcmullen to revise / update his article 2-3 weeks ago after i tweeted it. which is hilarious because that should not even be crazy or damaging “news.” that is how this business works. when a distributor is not continuing, they tell you early enough so you have time to find a new home. that is not sabotage. that is not wwe. that is not nick lopiccolo hiding inside david zaslav’s air vents with a clipboard. that is corporate courtesy. wbd execs privately whisper and shake their heads at tony khan’s behavior because their view is very simple: why does tony khan act like everything is great and rainbows and sunshine with the studio? we told tony khan as a courtesy so tony khan would have time to find a new home. and no, this has zero to do with paramount looming as an excuse. paramount did not even make its first hostile bid for wbd until september 11 or 12. that was after tony khan was already told there would not be a wbd renewal. so what did tony khan do? tony khan turned the truth into a wrestling angle. tony khan, or one of tony khan’s minions, gets dave meltzer to drop a story assigning my claims and what i have been publicly posting about tony khan to “high level wwe officials.” why? because it gives tony khan a safer enemy. tony khan does not want the story to be the actual timeline. because the actual timeline is brutal. on february 28, i said youtube was not a real media rights model unless google was actually cutting the check and underwriting production. on april 30, i said wbd passed in august, the myaew app was not realistic, paramount was not real for aew, cw / roku was off the table, amazon and fox did not want aew, and the only distributor left that made sense was google / youtube. on july 9, i said no one in hollywood believed the $185 million number. on july 10, i said aew was not leverage. on august 11, i said the major players at the top were shrinking, paramount was still interested in wbd, and google / youtube was becoming a directly competitive lane. on september 16, i said a paramount / wbd merger would fold cbs, cnn, hbo, and warner bros. ip into ellison’s orbit. on september 27, i said enjoy the show on youtube after ellison buys wbd. on september 28, i said if paramount acquires wbd, tko would push to lock down a monopoly on combat sports. on december 6, i said paramount skydance was preparing a bid for wbd long before most people admitted the obvious. on february 19, i said paramount was always my bet to acquire warner bros. and on february 28, i said it in all caps: paramount is coming for wbd. aew will lose a tv deal. that is the part tony khan cannot answer directly, because the direct answer means admitting this was never “wwe is scared of us.” it was always the board closing. tony khan wants the story to be: why would wwe say this about us? that is the laundering operation. take my public analysis. run it through dave meltzer. assign it to wwe / tko. then let tony khan answer a canned question on a media call with very little distribution about potentially having very little distribution. a media call for a show with very little distribution answering a canned question about aew potentially having very little distribution. based on a planted story, from a planted messenger, with a rehearsed answer, after an roh show maybe 8-15k people watched. a pr flack probably wrote it. tony khan performs hurt. tony khan says “i don’t know why wwe would…” tony khan denies the obvious. tony khan keeps me minimized. tony khan removes me from the public conversation about the very thing i have repeatedly said is going to happen to aew. everyone is supposed to pretend this is organic. it is the most bubble wrapped, manufactured, artificial environment possible. a canned and rehearsed answer at an roh media scrum about a planted dave meltzer story based on my very real and very public analysis of the media rights board. but make no mistake. tony khan was responding to my words. tony khan just laundered them through dave meltzer and assigned them to wwe / tko so tony khan could keep lying about it publicly without ever saying my name. and now, voila. dave meltzer is posting about youtube viewers and prelims. Dave Meltzer — May 16, 2026 “At this moment there are 340,000 people watching prelims for Netflix on YouTube. It’s a good number.” yes, dave meltzer. youtube can have good numbers. nobody said youtube cannot have good numbers. that was never the issue. the issue is whether youtube is being used as a funnel into a premium rights ecosystem or as a substitute because the premium rights ecosystem rejected you. that is the difference. that has always been the difference. netflix using youtube prelims as audience acquisition is not the same thing as aew trying to spin youtube as a media rights home because the real buyers are gone. ufc using youtube as a funnel is not the same thing as aew using youtube as a life raft. wwe sending stars to aaa on youtube to convert a younger demo is not the same thing as aew retreating to youtube after the traditional buyer board closes. and the fact that dave meltzer is now suddenly tweeting like the mayor of youtube is the punchline. because the same people who mocked the youtube outcome are now going to spend the next several months explaining why youtube is actually good. of course it can be good. for the right use case. for the right property. inside the right architecture. with the right check attached. but when you spend two years telling everyone you were valued like raw and your next stop is “please subscribe and smash that bell,” maybe stop pretending this is victory formation? i told y’all where this was going. the record is right there. i’m still right. and tony and dave: you guys are see through translucent. that’s it for ye 🎤🎤🎤

Nick LoPiccolo

106,606 次观看 • 4 个月前