Tom retweeted
UsePod has crossed 40 billion tokens per month, marking a 300% MoM growth in utilization.
usepod.ai/leaderboard/
not sure if this is just a prediction or a cheeky hint for what the dev is devving but defo interesting article about the prediction for the future of companies that offer AI-services will have to focus on owning the whole stack
cant sell interence if you dont own compute
cant sell compute if you dont own the chips production (or have some sort of exposure to it)
atleast, not for long
looking forward to Chris’ updates
on top of all points mentioned underneath Gilbert is working on futures markets for computing, which is the next biggest thing agreed on by basically all the biggest players
teapawt.org/Cryptopleb4/status/210…
$SQUIRE feels like low-hanging fruit.
Thesis is simple.
AI is heating up on Solana.
ClawPump eco specifically doing well.
All of their inference is ran through @UsePodAI
Claw Pump hit a new ATH of almost $20M MC.
Meanwhile, the infra powering the eco is under $2M after completing a triple bottom. A run back to ATHs is on the table imo.
Seems like a layup trade.
Shinjuku Shielded is a privacy-only x402 payment facilitator on Solana, self-custodial and gasless solutions for agents to make private tx's
clawpump founders seem v bullish on product & team
think its cheap here at 300k mcap
dexscreener.com/solana/8mxss…
ppl looking for the best solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump beta will find out sooner or later that solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA could potentially be on par with clawpumptech in regards to validation
Back on Friday, Kevin called solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA an “absolute steal” 🫣
@KSimback Mentioned UsePod AI’s approach to inference capital markets, letting users sell excess AI inference for USDC while buyers access it at a discount
With AI inference demand growing, @UsePodAI is positioned in a narrative Kevin believes could become one of crypto’s biggest markets
@clawpumptech
teapawt.org/Cryptopleb4/status/210…
both are potential future billy mcap protocols
tldr
- Users could lock in GPU compute capacity today for delivery in the future — e.g. buy a block of GPU-hours for next quarter at an agreed price
- Those contracts would be standardized by things like GPU-hours, region, delivery window, and attestation requirements
- Chris specifically describes the contracts as tradable instruments, with an exchange and market makers providing liquidity
- Chris goes even further and says standardized compute contracts could lead to derivatives such as options on capacity, regional spreads, and volatility indices
Tom retweeted
i say this with all of the truthfulness and sincere appreciation of the team
@Shin_StAItion is the most heads down, high experimentation, focused and hyper pragmatic privacy teams i’ve ever seen
agentic privacy = solana:7TKRV4SneC6xLRaAt21a6d1kheAzXHGKP9WDzri9aD2e
zcash:native Zcash brought privacy to onchain money.
solana:7TKRV4SneC6xLRaAt21a6d1kheAzXHGKP9WDzri9aD2e could bring that same idea to the AI economy. As AI agents start paying for APIs, data, and compute, every transaction can reveal who they interact with and how they operate.
@Shin_StAItion is building a private payment layer for AI agents on Solana. different era, same thesis: privacy becomes more valuable as onchain activity grows.
Shinjuku could be the next Zcash, but for the agentic economy @clawpumptech @ConejoCapital @tomi204 @x402 @solana
Tom retweeted
Inference Capital Markets on @clawpumptech ecos.
Kevin called $SQUIRE an “absolute steal”
@KSimback Mentioned @UsePodAI letting users sell excess AI inference for USDC while buyers access it at a discount.
*side notes; All of clawpump’s inference is ran through $squire
Back on Friday, Kevin called solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA an “absolute steal” 🫣
@KSimback Mentioned UsePod AI’s approach to inference capital markets, letting users sell excess AI inference for USDC while buyers access it at a discount
With AI inference demand growing, @UsePodAI is positioned in a narrative Kevin believes could become one of crypto’s biggest markets
@clawpumptech
teapawt.org/KarmaWallet_Eco/status…
teapawt.org/MCGlive/status/2034694…
teapawt.org/ChillTRD/status/206044…
$CLUDE on its way to a new ATH.
Some takeaways from an @MCGlive interview:
- Integrated with $VVV
- Growing users + enterprise deals
- Token buybacks will come from these
- Working on memory standard w/ regulators
- Working with Google on compute agents
There is so much alpha we got into on that interview with @sebbsssss, but can definitely see the value in what they are building.
They may also be raising soon (ACE round?). 👀
This can be a leading memory tool.
Underpriced.
solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump and solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA success are closely connected. usepod.ai is utilized for all inference used by agents launched by @clawpumptech, so i'm rooting for CLAW's success
squire dev has teased about inference perpetual markets a loong time ago, also updates were promised after clawpump hackathon which ends early oct
eth aligned launchpad that uses univ4 hooks to let projects launch w leveraged ETH. potentially novel tech for making eth in LPs productive
utilizing defi giant protocols like aave, morph
at the start of an eth to $50k bullcycle
Tom retweeted
There’s no timeline where @clawpumptech and @UsePodAI aren’t seen as visionary.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
tldr
- Users could lock in GPU compute capacity today for delivery in the future — e.g. buy a block of GPU-hours for next quarter at an agreed price
- Those contracts would be standardized by things like GPU-hours, region, delivery window, and attestation requirements
- Chris specifically describes the contracts as tradable instruments, with an exchange and market makers providing liquidity
- Chris goes even further and says standardized compute contracts could lead to derivatives such as options on capacity, regional spreads, and volatility indices
solana:Aigf5pKPyZW8nzxCrHEisE4tZMiUhFpKie8mYE7cmj6c is the first launched meme on stonkfun
when launching a token on stonkfun, the token name & symbol placeholders show NVDA Doge
vid linked below literally shows the token being launched
Aigf5pKPyZW8nzxCrHEisE4tZMiUhFpKie8mYE7cmj6c
Memecoins paired with anything.
Memes have traditionally been paired with $SOL, meaning you would trade coins directly against Solana.
Now, there’s a new way to launch & trade anything.
You can launch coins paired with a broad list of custom quote assets, such as RWAs, commodities, currencies, memes, and more to come.
Get airdropped rewards for holding coins while trading against anything.
stonkfun.xyz
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