Ex-Lawyer Somewhat investoor Somewhat tradoor Mostly paranoid

Joined May 2009
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
The thesis inferenceFI was founded on: inference will trade like any other commodity.
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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/…
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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.
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Soon base:0xc6405d7a226e1c18e559be2f335f74c01ad07bf5
I bought back a lot of @Stockify_fi at this range cause chart looks good. Its not just another stock launchpad. It uses trading fees to buy tokenized stocks and sends them directly to wallets holding at least 100K base:0xc6405d7a226e1c18e559be2f335f74c01ad07bf5. Every STFY trade carries a 3% hook fee. 90% buys an equal basket of NVIDIA, Apple, Google, Meta and SpaceX. The remaining 10% becomes protocol revenue. Stockify can also work for other projects. $STONKEX already routes fees into a Stockify treasury that buys STONKEX and burns it. stockify.finance/indices/0x4… When I checked, it had collected 26.93 ETH and destroyed 72.31 million STONKEX. Other Stockify treasuries can use the same system to buy stocks and pay them to holders instead.
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Soon base:0x797f214a2cd64a4963a91fa21c8c55ec3eba4714
What @sibyl_labs_ just did is pretty impressive to say the least. -365 teams registered but only 92 submitted in the end. -Out of those submissions 38 were code reviewed and 20 received awards. -$10,000 USDC + other perks went to the top five, paid on @base and the other 15 got consolation prizes. The top five built agents that prevented conflicting code changes, verified remembered claims onchain before paying, replayed browser work, preserved the reasoning behind prediction-market calls and set lending exposure from past jobs and defaults. Basically, 92 teams tried to show what becomes possible when an agent stops forgetting. That's pretty impressive when you consider that base:0x797f214a2cd64a4963a91fa21c8c55ec3eba4714 is just a 5 month old project.
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Soon robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b
Been aping some @Cerebro_RH cause chart looked great but also cause I found out that cerebro was not another AI agent project. Part of the fees generated by robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b trading is used to give eligible holders AI credits. Holders can use those credits to pay for AI inference or sell them through Cerebro’s marketplace. cerebrocredit.xyz/ Their new agent builder is where the idea starts to make sense. Projects can create agents that post and reply using approved information, and those agents need Cerebro credits to operate. Trading produces the credits, holders earn them and agents give people a reason to use them. Its a🪰🛞xitter.cf/Cerebro_RH/status/2100… Yeah, despite what the chart looks like, its still early. When I checked, the dashboard showed $2,955.78 distributed across at least 100 wallets, while the marketplace was still very small. dapp.cerebrocredit.xyz/leade… The team sent 10 million robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b ~ 1% of the original supply to the dead address, permanently removing it from circulation xitter.cf/Cerebro_RH/status/2100… So, the product exists and the basic system is already working. IF projects start using these agents and consuming the credits, robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b becomes much more interesting than another token with AI in the description.
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