Ex-Lawyer Somewhat investoor Somewhat tradoor Mostly paranoid
Joined May 2009
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DevDoSomething (DDS) retweeted
Interesting finds by @ValsAI after over 650 hours of model runtime. The same model can cost up to 2.3x more per task depending on the provider. Some providers also scored lower on specific task types, factors such as lower-precision weights behind the same model name can cause exactly that.
Because most buyers have no certainty that the promised model actually ran, or how it ran, they pick the option they trust even if it means paying a premium for it, while cheaper options may score just as well overall. It shows nicely how much people value trust.
That makes verification the main thing these cheaper options are missing, so the buyer knows what they get.
@Tensorcash solves this by attaching a proof of the model, and the precision it ran at, to every answer.
Does it matter where you run an open-weight model?
Today we are releasing the Inference Provider Index. It compares first and third-party open-weight models for quality on agentic tasks in finance, coding, and legal industries.
Unlike other inference benchmarks, we rerun it every two weeks to catch quality degradation, and we use agentic tasks, not single-turn multiple-choice questions. It covers over 650 hours of model runtime.
A lot of tensorcash:native talk is about how the work gets produced. This one's about who buys it.
People already spend real money on useful AI output via ChatGPT, Claude, Cursor, API bills, the usual. If apps on @Tensorcash stretch that same budget further, users show up again even if they never care about the chain or the coin.
That's the @inferenceFI bet where providers fight for those jobs, tensorcash:native settles the service payments and network fees, and paid reuse is what can grow the network for reasons other than ticker chatter.
Their docs also sketch assets, trading and settlement on the same rails so the inference layer isn't even the whole story.
tensorcash.org/tsc
tensorcash.org/finance
DevDoSomething (DDS) retweeted
When $TAO and $KAS maxis start looking outside their own bags, YOU PAY ATTENTION 🚨
Seeing people who rarely talk about anything but $TAO and $KAS call $TSC a buy and forget play is interesting.
That crowd usually has conviction in what they hold, they’re not easily distracted by every new ticker that hits the timeline.
So when they start paying attention to something else and talking about holding it long term I’m curious.
Not calling it the next TAO
But when a project starts catching the attention of people who do their homework, it’s worth asking what they’re seeing.
Sometimes the most interesting signals come before the crowd catches on.
Who wants a deep dive into the fundamentals?!
DevDoSomething (DDS) retweeted
The thesis inferenceFI was founded on: inference will trade like any other commodity.
DevDoSomething (DDS) retweeted
很多人可能还没分清这三个名字，简单解释一下：
@Tensorcash：开放的底层网络协议，提供可验证推理与链上结算， tensorcash:native 是原生币。
@AskTillyAI ：AI 聊天和 Agent 应用，让普通人更方便地使用 AI，简单说你以后要用TSC算力连Codex，你可以来这里购买并获取API
@inferenceFI ：基于 TSC 建设中的可验证推理交易市场，更偏向企业和开发者。目标是连接需要采购推理服务的企业、应用和 Agent 团队，以及提供推理能力的矿工/机房和计算服务商。
一句话：底座、应用、市场。
普通用户关心“AI 能帮我做什么”；开发者和企业还需要关心“推理从哪里来、如何验证、如何交易和结算”。这就是它们各自承担的角色。
目前，AskTilly 和 inferenceFI 由 @enrico_otta @samjavadi 牵头推进，是 TSC 生态里目前最重要的建设和支持力量。他们正在探索用户产品和推理商业化的路径，也给未来加入的建设者打个样。
这也是开放生态值得期待的地方：先行者不断探索，未来一定会有更多团队加入，在 TSC 这个共同底座上，构建各具特色的应用、市场和服务。有的服务不同国家和地区，有的深耕特定行业；有的提供通用 AI，有的专注垂直领域；有的采用严格的内容审核，有的主打更开放、无审查的推理服务。
协议是共同的底座，生态可以有很多种可能，这一切才刚刚开始。
#AI #Inferencefi #Tensorcash
DevDoSomething (DDS) retweeted
One of the few projects I will hold for a long time.
I don't post much, but truly bullish this one.
Imo @Tensorcash is extremely undervalued because the opportunity here is bigger than just AI mining.
My last post focused the tech checking which AI model actually ran, but that's only part of why I'm bullish.
What interests me is how much they're trying to build around providers selling compute to paying customers. The official docs also cover issuing assets and settling trades directly on the network, while the DEX is still in research.
And the part that matters to me is how that connects back to tensorcash:native. Payments and network fees give people reasons to use the coin, while deposits and collateral can keep some of it locked for a period of time. Meanwhile, issuance per block keeps stepping down, 40% emission cut in the 2nd week of Jan 2027. Oh, and don't forget @inferenceFI!
If they turn this into a market people repeatedly pay to use, I think today's valuation gives far too little credit to that outcome. That's why I think it's being underestimated, that and people still have bear market PTSD and think 25m-30m mcap is......High. The repricing will be humbling and cope inducing.
Made this video to explain the economics. Two tweets worth reading along with the docs for the broader financial side:
@cryptoceo_ :
xitter.cf/cryptoceo_/status/2113…
@dannyfromhere :
xitter.cf/dannyfromhere/status/2…
Native assets:
tensorcash.org/docs/finance/…
Settlement:
tensorcash.org/docs/finance/…
DEX research:
tensorcash.org/docs/finance/…
DevDoSomething (DDS) 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…
DevDoSomething (DDS) retweeted
See you back here at $100. tensorcash:native
When I first discovered $TSC, only one person @100XInsight 🙏 on X was talking about it. The price was $1.40, and very few people were involved. I might come back here one day to find it trading at $100.
$prl $tsc @Tensorcash
Have seen talk about an unofficial bridge to base chajn from a 3rd party website. Do not use the bridge or do anything unless its announced by team via official comms.
Only place for it is @safetrade atm
Questions have come in about community-built web wallets, extensions and EVM bridges.
No official EVM bridge for TensorCash has been released. A supported bridge will only be announced here and on tensorcash.org.
Until then, no bridge is official.
DevDoSomething (DDS) retweeted
我其实不太愿意拿 tensorcash:native 和 $PRL 做比较，尤其不想把这种比较变成拉踩，因为我个人也挺喜欢 PRL，毕竟我也是中文区很早就参与珍珠头矿也赚到钱了。
但研究了这么多项目，我还是认为，它们确实是最有可比性的两个，只是两家技术路线不同。
PRL 是把 AI 计算中的矩阵乘法转化为 PoW 工作量；TSC 则是把 AI 模型推理过程转化为 PoW 工作量，并让这一过程变得可核验。
一个从底层数学运算切入，一个从模型推理过程切入，本质上都在尝试让同一份 AI 计算，既服务用户，又参与区块链记账。
所以，我选择建设 TSC，并不需要以否定 PRL 为前提。
至于为什么选择 TSC，原因有很多。其中一个很重要、也很个人的原因是：现在参与 PRL，相当于我是成熟企业的普通员工；但现在参与 TSC，我就是这家初创的 OG，并且我很认可这家公司的理念和骨干成员。
道理很简单：我想要拿到更大结果，也想成为推动结果发生的元老，享受做成一件大事的爽感，所以我愿意承担对应的风险和挑战。
另外 POUW 是未来的大趋势，我之前就反复发过，只有能与数据中心融合的POW才有未来，所以未来绝对不会只有一个赢家，而大概率会像早期POW1.0时代一样，百花齐放，格局放大，一起让挖矿再次伟大。
DevDoSomething (DDS) retweeted
Read the quoted post and then check the image.
Just a coincidence rrrriight 👀 tensorcash:native
I am never leaving this app LMFAO
>be Don Wilson
>predict compute markets will be > than oil within 10 years
>anons call you delusional
>lmao.exe
>fyi this is your track record
>1992: found legendary prop firm DRW
>name it after your own initials (omega based)
>pioneer quant and electronic trading
>your firm trades Bitcoin in 2010 (bruh)
>launch Cumberland in 2014
>become one of the biggest institutional LP in crypto
>co-found Compute Exchange and back Silicon Data to build GPU markets and pricing indices
>literally became a billionaire by being early for over 30 years
like bruh you’re literally arguing about markets with a man whose racing sailboats are called “Convexity” LMFAO
you can’t make this shit up
incredible stuff thank you for the laughs
I keep coming back to tensorcash:native because I don't think the valuation reflects what they're trying to build.
If I pay for a particular AI model, I want to sure that said model is what actually ran. @Tensorcash is building around that problem. Miners run supported models and produce evidence you can check, and that same work can compete for mining rewards. The checks concern which model ran, not whether every answer it gives is correct.
Currently, TSC is around $78M FDV. A larger AI-mining project is around $3.89B in comparison, almost 50x the FDV. Obviously that doesn't mean TSC deserves the same valuation, but it does make me wonder how much is being overlooked here.
@AskTillyAI reports that a coding agent used a Tensorcash miner to build an animation, with the miner paid in TSC. They published receipts and a transaction link. I want to see more of this, especially customers coming back and paying again.
There is also a 40% mining reward cut at block 45,045, taking the reward from roughly 55.60 to 33.36 TSC per block. If paid usage grows while fewer new coins are being issued, that becomes a very interesting setup.
Liquidity is thin on @safetrade and repeat demand still has to prove itself. But a project trying to make AI compute useful, checkable and payable at this valuation deserves a closer look imo. The video explains the idea better than a wall of technical terms.
Curious about @Tangem. Anyone used it? Any good? No harm in looking at other options.
I already tried safepal trezor and keystone. I liked @KeystoneWallet but it oddly died on me.
Already have 2 ledger nano Xs.
Back when I bought a ledger via a friend, the first thing i did was tear it apart because I was paranoid. Compared it with the images on the ledger website 3 times before i even sent money to it. After that I got another ledger but didnt bother to open it up until this happened. Tore it up this morning and confirmed no esim.
That said I think I should probably start using my multisig or install GrapheneOS on an old android phone and use that.
PSA the ledger incident isn't limited to Asia
This is a device purchased in store from an official reseller in Europe (a legitimate device doesn't have any of these cables as can be seen in picture 2)
This even seems to be an old version of the 'spy implant' even though the device was purchased a couple of weeks ago. The newer versions usually hide the implant by the screen so it's easier to miss
What's interesting is that this compromised ledger never transfered funds to an exploiter. Either the device didn't work or they were waiting for a more widespread usage of the comprised devices?
If you own a ledger that didn't directly come from the ledger online store make sure to not just rely on the software genuinely check by ledger but to actually open up the ledger yourself to make sure its original, again there are reported cases in Asia, south America and now Europe as well.
@MagicalTux made some useful videos on how to open the ledger and what to look for.
By far my favorite CEX since I first signed up back in 2023. If I remember correctly I was buying some $PLS to trench on the then newly live pulsechain.
@safetrade
Welcome .... to Safetrade4
safetrade.com/announcements/…
We have numerous major features rolling out for you on Safetrade4 over the coming days and weeks. Starting with our new AMM.
Not a moment too soon :)
DevDoSomething (DDS) retweeted
Welcome to the verification and settlement layer for global AI inference.
A new look for TensorCash.
The website and documentation now explain the whole protocol, from proof of inference to the financial layer.
Welcome to the verification and settlement layer for global AI inference.
tensorcash.org/?v=2
DevDoSomething (DDS) retweeted
DevDoSomething (DDS) retweeted
I've built adapters for 200+ DeFi protocols.
You deserve a better home.
Use Port_
