游侠矿工｜不凑热闹｜只玩冷门｜争当 OG Vibe Mining 社区：https://xitter.cf/t.co/n8ovpWXdYn 请我喝咖啡：0x6fedcf4b0ef79a025eba12cd8c040a10788c4177
Moon
Joined October 2023
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100ⓧ 观察 retweeted
LONGHORN is LIVE.
longhornpool.net
A #BNT #blocknet miner built for AMD, plus a zero-fee pool.
Pool 0% fee
Miner 2% fee
The lowest total fees for AMD miners.
100ⓧ 观察 retweeted
Tomorrow I'll be joining an X Space hosted by @_EMAgency to discuss how we can get more people actually using crypto to pay and get paid!
A topic close to my heart and exactly what we're building @AttoCash for. ⚡
📅 October 23, 2 PM UTC
Come join us! 👇
Crypto could make paying and getting paid easier.
but what will it take for people to actually use it every day?
We’re bringing industry voices together to discuss what needs to change and what could make crypto payments work for more people.
@Dashpay | @wirexapp | @AttoCash | @netx_world
Topic: How can more people start using crypto to pay and get paid?
Set reminder:
xitter.cf/i/spaces/1qxvveNZdklxB…
#crypto #AMA
100ⓧ 观察 retweeted
So seems people are hopping into $TSC @Tensorcash 👀
I promised you a research will deliver a short one tomorrow.
100ⓧ 观察 retweeted
First crypto project in a long while that I feel is a “buy and forget”
Similar fundamental strength, strong team, strong community, and early vibes of early Kaspa, early Tao, early Qubic.
$TSC
100ⓧ 观察 retweeted
It’s rare to come across a project that ticks so many boxes.
Former Goldman Sachs & Morgan Stanley talent, institutional connections, verifiable AI inference, a fair launch, declining emissions and an enormous addressable market. $TSC
100ⓧ 观察 retweeted
8B vs 27B > One burns significantly more compute per token.
The 27B has over 3x the parameters, which makes it the more capable model. Meaning every token it writes takes more compute, so a GPU finishes fewer 256-token windows per hour.
Simplified explanation:
Mining a block takes two steps. First writing a window, which is the real work. Then hashing it, which is cheap and costs the same on every model. Only a hash under the difficulty target wins.
So from a mining point of view you should be indifferent to what model you pick. Glad to see the design working in practice too, both are being mined in parallel right now with 27B producing over half of blocks.
Looking forward to onboarding models like DeepSeek V4 soon, one of the top open models on price versus quality.
Two models can now be mined on TensorCash: Qwen3-8B and Qwen3.8-27B.
The newly added 27B has more than three times the parameters, making it more capable. That also means each 256-token window takes more compute, so a miner would get fewer attempts at a block.
To make up for that, and keep both models worth mining from a block reward perspective, its difficulty is set lower. A miner’s chance at a block stays roughly the same on either model.
ALT Comparison card: Qwen3-8B, a lighter model with more attempts per hour and a higher difficulty, next to Qwen3.8-27B, with about 3x the parameters, fewer attempts per hour and a lower difficulty.
100ⓧ 观察 retweeted
He is right and i agree tokens a day is a vanity metric bcs cheap tokens look huge and are worth nothing so we should track revenue.
But revenue is a late metric and if you are early and you spot the potential there is no revenue to track yet. So you look at the tokens but not how many you look at how they are made, whether every one carries a proof, and what the plan is for the market where they will be sold. In my case that market has a name, inferenceFi, and I follow those steps first bcs at some point revenue will come and i will enjoy being early.
Inference is not a crypto narrative it is the future commodity market where every datacenter, AI company and miner will want the best conditions to sell what they produce. If you are in an inference play that should be the whole point bcs it was never about some fancy ideas with worthless tokens it is about place where inference gets sold and how it gets sold.
That market has three problems and a founder with a Goldman background put them in three lines this week. You cannot check what you get you cannot store it and the market prices the rig, not the oil. Fix those three and inference trades like a commodity but if you leave them it stays a cloud subscription.
So who do you bet on ? A cryptography guy with a clever idea hoping the real world picks it up or a guy from the top of the trading world who knows exactly how a market is built. Btw a guy that runs a desk can always hire the best cryptographers because he knows what he needs to make a market. The cryptographer can rarely hire a trading desk because he does not even know what to ask for. Most important a guy who runs a desk does not see a crypto project he sees a business for the next ten years.
The DRW founder said it this week.(i am allways coming to this tweet bcs it is big one ). Compute will trade like oil with futures, spreads and hedging. That tweet opened a door and I am watching it close.
Your network is your net worth. People who know real markets find each other so you need to look at who builds settlement, price fixings and hedges on chain while everyone else counts tokens.
That is the difference between a crypto project and a business. Crypto projects count tokens but Businesses build the market where the tokens get a price.
So yes, track revenue. And before that pls track who is building the place the revenue will come through.
Rabbithole is still open but dunno if for so long.
Dont let tradfi frontrun you anon ❤️
$TSC
xitter.cf/enrico_otta/status/211…
100ⓧ 观察 retweeted
Every cycle, there are always early gems that you never expect that explode, i truly believe $tsc is one of them, look at the team, the tech, the business model and be visionnary…tensorcash is one of these play you don’t want to miss… still early imo
100ⓧ 观察 retweeted
Something just got registered on $TSC that most people will not even see lol. Let me explain what happend and why it matters.
Every commodity market needs one thing first and that is price everyone agrees on. We can see oil has the Brent fixing a number published every day that contracts settle against.
Yesterday a ticker called INFERENCEFI was reserved on TSC mainnet with zero holders, zero transactions and even looks like nothing but it is the price fixing for inference.👀
How it works. The inferenceFi market lets miners sell 27B model tokens to real customers. Now from all of those trades one number gets published every day with the settlement price of a million 27B tokens. It will live on chain as INFERENCEFI.27BNPRC and anyone can read it.
Then you take a position on it or a datacenter locks the price of what it will produce next month or some trader bets inference gets cheaper. They enter a CFD on the chain itself with long or short that daily number but all settled by consensus and ofc all fees in TSC. And this does not wait for the DEX(still not live btw but it will come ) it is native in the base layer like the asset itself.
That is the crunch spread Don Wilson talked about two days ago. One side the token price now a daily number on chain and the other side is the GPU and everyone can trade the gap.
For TSC this is a extra utility leg (more legs to come also) bcs now every hedge on inference prices pays fees in TSC and settles here.
Nobody else in this sector is even registering a price index hahah they are still renting GPUs but in meantime $TSC is building the Brent of inference. Dont let Tradfi frontrun you anon ❤️
scan.tensorcash.org/asset/3e…
Really enjoyed being back on Odd Lots with @TheStalwart and @tracyalloway. Would indeed have been fun to debate perps with Terry Duffy. We clearly have different views…
Following my prediction on last year's recording that in 10 years compute will be bigger than oil, this year I revealed the name we use at DRW for the profit margin between tokens and GPUs: the crunch spread.
Oil into fuel: crack spread. Soybeans into meal and oil: crush spread. Nat gas into power: spark spread. As with those markets, futures on both the GPU hours and tokens eventually will let you trade—and hedge—the crunch.
Listen to Odd Lots on Spotify: open.spotify.com/show/1te7oS…
Listen to Odd Lots on YouTube: youtube.com/playlist?list=PL…
Listen to Odd Lots on Apple Podcasts: podcasts.apple.com/us/podcas…
100ⓧ 观察 retweeted
CRYNUX NODE v3.7.0 IS LIVE
Larger AI models. Lower GPU memory requirements. More GPUs able to do the work.
With the network migration complete, v3.7.0 brings quantized execution to both language and image tasks. This update reduces the VRAM needed to run models and expands the hardware that can participate.
The network now also supports the latest image models, including Qwen-Image-2.1, with flexible model components that make community improvements easier to adopt.
Better image generation today. A foundation for video generation next.
Node operators: update to v3.7.0 and the latest NVIDIA driver. Versions before v3.6.0 can no longer connect, and heartbeat tasks are being restored on v3.7.0.
Put your GPU to work or participate through delegated staking.
$CNX
