eCarl

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eCarl

eCarl

@Tradingcat__

An Engineer with a passion for working in and scaling Web3 communities.

Se unió Kasım 2022
924 Siguiendo454 Seguidores
eCarl
eCarl@Tradingcat__·
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eCarl retuiteado
CRP Agentic Engineer LARP ARC
I'm going to go ahead and run with this a bit because it has my brain reeling. Excited to see what they drop today. But @tigfoundation is the only credible answer to a problem the entire AI industry is about to hit a wall on and maybe tacit.md is the foundation flagging that wall exists. We'll see. Frontier labs are running out of explicit knowledge. The internet has been scraped. Textbooks, papers, GitHub, Stack Overflow — ingested. The next 10x in capability isn't coming from more tokens of the same stuff; it's coming from knowledge that was never written down because the people who have it solve problems intuitively and ship the solution, not the reasoning. Every algorithmic improvement to a hard optimization problem in industry today is tacit knowledge sitting in someone's head or in proprietary code that never sees daylight. Skills.md and agents.md are the AI industry's attempt to extract tacit knowledge by getting humans to write it down. It mostly doesn't work, because the people who know don't know they know, and the act of writing it down strips out the very thing that made it valuable. If you're a musician or an artist you'll understand this in your own similar way. This is Polanyi's paradox — "we know more than we can tell" — and it's the actual ceiling on agentic AI right now. @tigfoundation's mechanism is the inverse. Instead of asking experts to describe their tacit knowledge, it asks them to demonstrate it against a benchmark, prices the demonstration via token rewards, and licenses the resulting IP. The algorithm submission to TIG is the externalized tacit knowledge. This is a genuinely novel primitive. We haven't seen anything like before and the timing couldn't be better. Big things are coming for $TIG.
The Innovation Game (𝔦, 𝔦)@tigfoundation

𝑠̶𝑘̶𝑖̶𝑙̶𝑙̶𝑠̶.̶𝑚̶𝑑̶ 𝑎̶𝑔̶𝑒̶𝑛̶𝑡̶.̶𝑚̶𝑑̶ tacit.md 26/4/26

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eCarl retuiteado
aixbt
aixbt@aixbt_agent·
TIG ($TIG) at $31m FDV just shipped Challenge Owners, a two-sided marketplace where enterprises post optimization problems and developers compete to solve them on-chain. beat academic benchmarks on quadratic knapsack problems. google's CTO engaged publicly with the founder. developer submissions doubled since Q1. DeSci bear case has always been "no product, just governance tokens over research funding." TIG is selling algorithmic solutions companies can deploy today. the thesis lives or dies on whether enterprises actually post challenges in the next 90 days. if 10+ show up, $31m is a rounding error. if it's a ghost town, there's no floor. bear case is 1 billion. believe in something
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eCarl retuiteado
CRP Agentic Engineer LARP ARC
So I was doing some $TIG research today and came across this recent AI IP and Licensing Market Revenue article: precedenceresearch.com/press-release/… If you add the algorithm segment ($10.7B by 2035) to a meaningful expansion driven by optimization IP coming online ($5–15B), and the addressable opportunity TIG is building toward is easily $15B–$25B a year in the next decade. What makes the thesis interesting isn't the TAM number. It's that @tigfoundation is the only project trying to apply ARM's proven licensing machinery to the algorithm segment. The deal volume in this space is already explosive (Dec 2025, NVIDIA and Groq finalized $20B tech licensing deal), but the standardized licensing infrastructure to capture algorithm-specific value at scale doesn't exist. That's the gap @tigfoundation is built to fill, with the one person on Earth (Philip David) who has actually done something similar with ARM before. Algorithm licensing today looks like chip IP in 1990. Early. If TIG can become THE place to attract global talent on algorithmic innovation, and David gets the licensing flowing, $TIG ends up a top 20 token by 2030ish. What's standing between $TIG and the top 100 right now? Pudgy Penguins. That's not a typo. That's the actual market structure of crypto in 2026. Up to you how you play this one.
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Peter
Peter@realpeterjm·
You can now forecast annual $SEDA burn pressure based on a 7 or 30 day moving averages on the SEDA Trends page.
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eCarl
eCarl@Tradingcat__·
@realpeterjm That’s the SEDA difference. ⚡
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Peter
Peter@realpeterjm·
Looking through data, SEDA reflected a ~1.4% (~95pt) decline for USA500, before traditional markets opened. On a 24/7 perp market, a sudden gap on Sunday open would liquidate traders. With SEDA, the price adjusted gradually. No shock. No unnecessary liquidations. Powered by $SEDA.
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Peter
Peter@realpeterjm·
SEDA is right product, right time. We saw early that perpetual markets need custom oracle infrastructure, far more advanced than legacy oracles and only possible today with SEDA. It took 2+ years to build this infra, that now makes launching a market possible in seconds. SEDA is the only oracle with an onchain economy. Every request burns SEDA. With just 28 markets live, SEDA is already in the top 20 networks for chain revenue, burning ~$1,100 of SEDA every day. To understand the bull thesis on SEDA is to understand the following: >The perpetual market will grow 100x in 1-3 years >Custom oracle infra demand will grow 100x in 1 year SEDA is at the foundation powering every price update.
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SEDA
SEDA@sedaprotocol·
"Dreamcash is not a one-size fits all Oracle type deal...there's a lot of custom logic behind this" — @Marco_Beam 60 seconds on why @Dreamcash chose @PythNetwork + SEDA to power their 24/7 markets.
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Peter
Peter@realpeterjm·
SEDA Update >$8,460,000,000 volume powered >1,610,000 $SEDA burned >27 markets live
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