Not Grok retweeted
1/ The Compute Bill, from Anthropic’s S-1:
Google: at least $114.5B through July 2033
Amazon: at least $110B through April 2036
Microsoft: at least $44.9B through May 2033
These are minimum-spend commitments — Anthropic pays even if actual usage falls short 🧵
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Not Grok retweeted
Petri v0.1.16 is live on mainnet, and there’s a third index.
BATX: Industrial battery-cell prices, next to RAMX/NANDX. It includes 4 buckets, LFP storage, LFP EV, ternary prismatic, ternary pouch.
Web proofs: prove what a website showed you, including a page behind your own sign-in, without sharing your password or session. Built on TLSNotary. You sign in yourself, then an agent of your choice captures the proof.
Private email proofs: a zero-knowledge proof of the price lines in a DKIM-signed quote, made on your own computer. Reveals those lines and the signer, nothing else from your inbox.
In the TUI: new Evidence tab to sign in, prove, preview what gets disclosed, and submit. Attach a proof to a source find with one command.
RAMX now prices four DRAM chip types. No more modules.
Not Grok retweeted
Get ready. Tomorrow at 8pm EST sharp, data submission for the oracle begins, opening our November markets.
Also, we have a little surprise coming alongside this launch we know you guys will love.
Not Grok retweeted
Introducing the new Petri TUI. This allows users to connect their favorite agent harness to our oracle data submission pipeline. Individuals will be able to set agents up to gather information to submit and earn rewards for doing so.
The Dec 1st expiry markets will be the first to use this open oracle system, and we will officially be opening it up Tuesday at 8pm EST.
*Note* We also fixed issues some users encountered with Phantom while staking. So go ahead and try again on amoeba.farm/earn!
Not Grok retweeted
Everyone's talking about the rising price of compute.
Only a few know how to trade it.
amoeba.farm
Not Grok retweeted
Introducing $AMBA rewards for LP providers.
As before, on amoeba.farm/earn users can provide USDC that will be used to help market make and provide liquidity for our platform. Previously, users could only earn in USDC, but we are now sending users an $AMBA reward on top of this.
Total earned $AMBA will be dependent upon how much USDC users provide as a % of the total pooled liquidity.
And for holders, we will be providing more information about future staking tonight. Stay tuned!
Not Grok retweeted
Migration is now complete. DEX is paid for as well, and should update for the new token shortly. This opens a new chapter for our project and we have much to show you over the coming days. More soon!
dexscreener.com/solana/DxUB1…
Not Grok retweeted
Hey everyone, the migration process will be completed in ~45 minutes. Just putting out a warning, do not buy the old $AMBA token after this point, as you will no longer be able to migrate them. Only holders during the 3pm EST snapshot will be able to complete late migrations.
Not Grok retweeted
We're almost there! If you haven't already done so, please remember to migrate your tokens!
migrate.fun/project/mig231
AMBA Token Update: Migration
We're migrating AMBA to a new Token-2022 token. Migration is open now through October 9 at 3 PM ET.
HOW IT WORKS
- Each old AMBA that arrives converts to 0.65 new AMBA, counted after the old token's 3% transfer fee
- There is ~0 supply dilution until unlocks occur, which don't begin for another year, and end in three.
- You receive MFT receipts right away, then claim new AMBA once settlement opens claims.
THE NEW TOKEN
- Supply: 999,963,715.658202 (9 decimals)
ALLOCATION
- 65% holder claims
- 10% liquidity
- 11.75% team / VC unlocks
- 11.75% foundation / community rewards
- 1.5% Migrate.fun (taken from the project's share)
We spoke to experienced VCs/industry leaders and asked what they would like to see regarding our new tokenomics. Getting capital into our markets will provide us with the ability to expand our platform and accrue revenue. We believe this will be for the better benefit of all.
VESTING
Team and foundation tokens (23.5% total) are locked in two equal Streamflow contracts that release daily, with no cliffs and no big unlock days.
- Months 12–24: app.streamflow.finance/contr…
- Months 24–36: app.streamflow.finance/contr…
LIQUIDITY
- AMBA/SOL pool on Meteora, pairing the 10% allocation with SOL recovered from the migration
- Added liquidity will be locked
- Fixed 1.25% trading fee, collected in SOL
TRANSFER FEES
- Start at 0%, moving to 0.25% two epochs after settlement
- Early fee revenue is reinvested into the AMBA/SOL pool to deepen liquidity and reduce price impact
Everything here can be verified onchain. Take your time, read through it, and drop any questions below.
Migrate here: migrate.fun/project/mig231
Not Grok retweeted
Capped futures allow users to get linear leveraged exposure on our compute memory markets. Their simplicity allows for traders without options experience to expose themselves in familiar ways.
Not Grok retweeted
We are ready to announce what is likely our biggest update yet! Note at the end!
Introducing:
• Capped futures! Users can now expose themselves to linear risk on our platform
• November 1st expiry markets now offer 5 strikes, this will only grow for future markets.
• A new Earn page for users to stake USDC and earn by providing our markets liquidity
• Automatic option expiry payouts in compressed USDC
• A fundable on site trading wallet to speed up transactions for those using browser wallets
• Funded limit orders that rest on the book until filled
• Automatic rent refunds when positions close out
• And most importantly, a hard date for our first market going live with a publicly contributable oracle: 10/15! the countdown begins!
Liquidity from previous contracts will automatically roll into these over the next few hours. Have fun!
We have also done major UI revamps across the platform, making the experience easier to digest for users of all experience levels.
There are many questions particularly about the future of the token we absolutely need and want to address, and we will do so shortly. Throughout the day we will also show users how to interact with these features we have implemented.
We deeply apologize for all delays.
Not Grok retweeted
Amoeba Farm is going through a time of big shifts with many major community and site updates coming out. We will roll them out in stages throughout the day, beginning now with the contract update improving writer capital usage and introducing compressed token balances.
We see you guys have asked many questions and there is much stuff we have left hanging, so over the course of the day they will all be answered through posts and major updates.
Everything shall be addressed!
Not Grok retweeted
Consumers are being priced out of hardware from the bottom up. Want to bet on it?
ANTHROPIC TO SPEND $518B ON CLOUD, INFRASTRUCTURE IN 2027
Readers added context they thought people might want to know
The $518B figure refers to Anthropic's total multi-year cloud/compute commitments (spread over ~10 years per reports), not 2027 spending.
en.sedaily.com/international/…
datacenterdynamics.com/en/news/anthro…
forkast.news/anthropics-517…
reuters.com/business/finan…
Aped a bag of solana:Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm
BlackRock recently talked about a future where compute capacity could be traded through standardized contracts.
That got me looking at @AmoebaFarm.
They’re tackling a different part of the same physical stack: the price of hardware that goes into it. On Solana, you can take a capped position on whether RAM or storage prices go up or down, based on hardware price indexes.
I think that’s a more interesting way to express a view on memory prices than buying a chip stock and hoping it tracks them.
The hard part is getting prices people trust. Hardware quotes aren’t continuous like crypto prices, so Amoeba lets sources be challenged before they’re used for settlement. Mainnet is new and liquidity is still thin, so I’m watching how the first contracts settle.
BlackRock is talking about future compute capacity. Amoeba is starting with hardware prices. Different markets, but both point to the same idea: the physical inputs behind AI are becoming things people may want to price and trade directly.
Not Grok retweeted
I went down the absolute deepest rabbit hole on @AmoebaFarm before buying. Hell, I even know the dev's phone carrier at this point. And I know I can trust this team, because they're smart, serious and passionate about what they're building.
They didn't just promise tech. They actually built it. They delivered the exact vision BlackRock has been calling for: a memory market that treats hardware compute like a pure commodity.
@AmoebaFarm is an inevitable winner because they built something nobody else built before them, and the market desperately needs. They’re solving an actual market problem that TradFi wants to get solved, because big firms don't want to just stack Micron, SK Hynix, or Samsung as messy proxy stocks to play hardware prices: they want direct exposure to a pure commodity market. They want a pure, frictionless memory market. And TradFi is going to wake up to this. Recognition is a matter of when. Friendly reminder that the global RAM market alone is sitting at over $124B+.
Last year when they tried to launch this, CT fudded and bullied them into pivoting to a card platform because trading memory was too early. They had to roll with it, but they were right the whole time. Not wrong, just early.
A year later, they launch the platform they spent months building, and days later BlackRock drops the same exact thesis: xitter.cf/AviFelman/status/21027…
Now that the memory/hardware meta is boiling hot, people are jeeting at these levels? Selling here when the memory market is the hottest stuff in tech? Are you serious?
I’d much rather buy the floor now than bid the fomo when this gets mainstage eyes above $10M MC.
solana:Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm
Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm
Looking at the infra depth, solving the oracle problem with distributed intelligence, and opening up physical commodity markets on-chain, this has got to be one of the most important projects launched in crypto this year.
Simplest way to explain @AmoebaFarm:
If you want to trade cocoa or coffee, you can just trade commodities futures. You don't have to buy Nestlé or Starbucks stock as a messy proxy because dedicated markets exist for commodities.
Until now, the same hasn't applied to memory and storage. If you want to speculate on RAM or SSD components, you're forced to buy stock in manufacturers like SanDisk, Micron, or Samsung. And doing that ropes you into a ton of negative externalities: messy corporate balance sheets, unpredictable executive management, supply chain drama, and unrelated business lines. For instance, buying Samsung stock to bet on RAM prices ropes you into a corporate conglomerate where your capital can be dragged down by entirely separate sectors. Smart fridge or TV sales slumps drag down the stock even if memory prices are booming. A bad smartphone cycle weighs directly on the corporate balance sheet. etc.
Compute and hardware are the biggest commodities in the world right now. And yet, no dedicated markets exist for them. @AmoebaFarm is building the compute and memory markets that Larry Fink recently called for: bloomberg.com/news/articles/…
First hurdle when building a synthetic hardware market: industrial inputs traditionally have opaque pricing and illiquid markets. Because analysts often hoard private data behind paywalls, traders usually have to trust a middleman oracle blind.
To fix this informational and alignment barrier, they introduced the "Boidian Oracle".
The oracle cycles through phases for every contract creation: first, an initial Scramble phase, where users submit new sources; then a Challenge phase, where users can challenge bad sources for rewards; then a Freeze, where all surviving sources are locked for that contract's life period. Finally, the oracle runs in Game Mode, where source values continue to be updated as the contract lives out its time. Through this path, the community picks its own sources and trims the invalid ones. For now, all surviving sources are weighted equally, with the median taken across sources.
To avoid splitting liquidity across a million micro-markets, they group assets into broad buckets like NAND and DRAM (covering supersets like eMMC and UFS). Trading is executed via capped monthly calls and puts out to six months. They chose this structure over liquidation-based perpetuals because of the spotty nature of DRAM and other hardware pricing. Perpetuals simply do not fit this environment well.
Starting strictly with memory, they plan to roll out linear actuators and HDDs next, then robotics, pacing their releases carefully to keep liquidity deep.
solana:Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm
Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm
Not Grok retweeted
Over the coming days, weeks and months, you’re going to hear more and more traders, funds, and institutional operators about the urgent need for a pure compute market.
Guess what? That is exactly what @AmoebaFarm is building.
After compute options, @AmoebaFarm is eyeing a shift into perpetual markets, with potential integrations like Hyperliquid down the line.
But perps require steady, high-frequency price feeds and can't run on spotty data. They’re doing it the right way: maturing their decentralized oracle, scaling user submissions, and stabilizing price feeds first so perps can launch safely.
solana:Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm
Hy1LfQLL4zLQihmiQKZm7DQzXm5K8aVSfKtdHFYXbKMm













