ImaginaryCoinPotential

Prediction. 1 year from now Caffeine will not run on the ICP blockchain. It will run on a cloud engine version of the ICP replica owned by Caffeine, running on AWS. Burning zero cycles or ICP.

@OWHistory @wakeupsoon1 @dominic_w @dfinity Golden parachutes 🪂

IT'S TIME FOR SOME ANSWERS ❌❌❌ IT'S VERY CLEAR SOMEONE DUMPS EVERYTIME. NO THIS IS NOT RETAIL. NO THIS IS NOT BECAUSE I FUD IN THE SOCIAL MEDIA. THIS IS BECAUSE THE FOUNDATION OR SOMEONE BIG DUMPS EVERYTIME AND EXTRACT MONEY FROM THE SMALL INVESTORS. @dominic_w @dfinity

@BlockchainPill @cryptodicted @BlockchainPill thoughts?

@BlockchainPill @cryptodicted Another, more recent datapoint to consider

Last time it took ~702 days until $ICP bottomed out and went on a 600% rally Guess how many days have passed since the top in March 2024 👀 This time around, with NO more VC unlocks and massively reduced inflation 🤝

Same pattern, same result

Every time DFINITY lays off people we pump for a week or so and then dump after

@Icpmusk A significant number of the people in this photo are no longer with @dfinity. Some of them even left mid last year. They’ve downsized considerably and for some reason haven’t updated their team page 🤔

@OWHistory So you bought the pump and sold the dump?

@dansickles @dominic_w I’m having trouble understanding the point you’re making

@IC_potential @dominic_w There are limits. It doesn't scale to big data, fast data and the analytics that go with those but there is plenty of opportunity where in can play effectively. There will be necessary integration.

The ultimate cloud powers cybernetic organizations, which maintain one world model (data), wrapped by AI, which humans orchestrate. Hosted apps maintain their data in infinite persistent memory. The objects across all app memory form a queryable master graph w/o silos. ICP 🎯

@Co_BreakingBits The original vision was a cloud + compute competitor, but a blockchain isn’t a great design choice for competing on cost and performance/latency. ICP should have just tried to be a decentralized cloud for hosting critical financial applications. Large social on ICP has 0 value.

For the people laughing at $1,000 ICP post this is a thread for you. Here is a better view for you when you are just doing one lazy calculation: “$1,000 ICP = ~$550B market cap, impossible.” But that’s the wrong question. The real question is: What would have to happen for ICP to stop being valued like a crypto token and start being valued like global compute infrastructure? That’s where the story gets serious.

The 2026 $ICP community in a nutshell

@afaiocc nICP has been much better to hold. You have the optionality to sell whenever

Who's still compounding their $ICP maturity? 🤔

.@dfinity just raised the throughput ceiling again One day after setting the previous record, ICP processed nearly 197M transactions, growing on-chain activity by more than +15% ICP is operating at a scale no other blockchain currently reaches 📊 chainspect.app/chain/icp?rang…

@KyleStoflet @TheRealCamelio Right, there are plenty of independent data centers that have capacity and sell compute. But that’s top GPU/CPU compute. I don’t think ICP node hardware, or at least the current specs are relevant in terms of compute as a commodity.

@IC_potential @TheRealCamelio Agreed the Motoko/Caffeine angle is interesting. But the bigger long-term question is what happens if compute itself becomes a strategic commodity. AI-native services and compute futures could create demand for complementary infrastructure models alongside centralized cloud.

Interesting partnership. Compute shortage ongoing. Watching for an official $ICP partnership announcement from Anthrophic. It's been mentioned by DFINITY that there is already a partnership with Anthropic on Caffeine AI.

In the absence of public metrics, this is a good proxy for Caffeine growth. The Caffeine team currently periodically burns ICP to fund cycles for several weeks of usage. If Caffeine usage is increasing, we should see larger or more frequent burn events.

@KyleStoflet @TheRealCamelio I’m not sure I buy the complementary ecosystem bit since their target audience are centralized clouds, but I could see how the Caffeine use case of teaching Claude how to program using a relatively new and underutilized language in Motoko is valuable training for LLM providers.

@IC_potential @TheRealCamelio If AI agents and internet-native applications become important long term, it wouldn’t be surprising to see AI companies explore complementary infrastructure ecosystems early.

We could have saved a lot in node provider rewards by NOT adding a bunch of new subnets right before #Mission70

@wearhelmet1 @BobBodily Footage in just now Daddy Dom and leadership max extracting from ICP retail on this mini pump for Caffeine and their new favorite, “Cloud Engines”.

@IC_potential @BobBodily Lmfao, go troll elsewhere.

Hello everyone! Thanks for your patience over the last few weeks. We've been heads down in the trenches getting everything moving again. We're in a really good place right now. Tech-wise we've never been better. We've done an in-depth audit across all of our code and we are tidying things up as needed. Things are looking really really good. We've also been prepping our platform for AI development. If you haven't been paying attention, AI models have gotten so good over the last few months and are changing every single business in the world right now. But just because you can vibe code a thing doesn't make it clean, secure, scalable, etc. So we've been focusing on infra, monitoring, scalability, observability, audits, etc., to ensure we can push out updates that work for everyone at scale. We've seen a lot of BTC and users exit the platform. This wasn't a surprise to us. We knew this would likely happen when we reopened. But we reopened the platform anyway because we consulted with our Chinese communities and we collectively decided it was in all of our best interests to reopen the platform and work together to build back stronger. I know a lot of you are feeling uncertainty and anxiety about the current scenario, but I feel confident we can come back from this. Lots of (long awaited) updates coming down the pipeline. Very excited about it. - Bob

@KyleStoflet @TheRealCamelio I was following until that last part. Anthropic compute deals are them paying someone with GPU availability for more compute, for example SpaceX. I don’t see how GPU/cloud compute deals relates in this situation where you have a customer fine tuning a Anthropic model?

@IC_potential @TheRealCamelio Yeah, exactly. Could be a while yet, but it’s definitely something to watch. (if it ever happens) Cloud Engines around the corner, and Anthropic mentioning additional compute deals makes things interesting.

@KyleStoflet @TheRealCamelio I guess that makes sense. So partnerships could mean a wide range of things, from paying for an electric bill to having a signed investment partnership. Will be interesting to see what this ends up as!

@IC_potential @TheRealCamelio Most major AI partnerships begin as compute and infrastructure relationships first.

This is the pivot we need from @dominic_w Maybe ICP is a DAO that owns and rents out access to GPUs and then returns the earnings to its holders