Node Capital

561 posts

Node Capital banner
Node Capital

Node Capital

@Node_Cap

Node Capital is a cryptocurrency fund focusing on decentralised infrastructure.

Distributed Katılım Mart 2021
180 Takip Edilen1.9K Takipçiler
Node Capital retweetledi
Erik Voorhees
Erik Voorhees@ErikVoorhees·
It was 2 years ago today that we launched Venice. So much has changed since then, but not the principles on which we're building it. The separation of mind and state remain just as important. "Search the world’s information, have rich conversations, analyze documents, create interesting images and art of any style at the push of a button. Various AI services offer these things, so what makes Venice unique? • Venice doesn’t spy on you • Venice doesn’t censor the AI In other words, Venice is private, and Venice is permissionless." moneyandstate.com/blog/the-separ…
Erik Voorhees tweet media
English
87
142
1.1K
77.5K
Node Capital retweetledi
Erik Voorhees
Erik Voorhees@ErikVoorhees·
DIEM & VVV tokenomics... • 1 DIEM = $1/day of daily renewing AI compute credits, spendable on any model from Qwen to Opus 4.7 to Grok to Nano Banana via Venice (app or api) • As demand for AI compute rises, DIEM is bid up. Supply is very constrained (see DIEM price chart below since inception last fall). How does this relate to VVV? • VVV has the exclusive right to "print" DIEM, which locks the VVV until DIEM is paid back (and thus burned). • Every VVV holder basically has a growing pile of instant cash/liquidity, because at any time they can lock some or all of their stash and get DIEM to sell on the market. • Thus as AI compute demand rises, DIEM price rises, and temptation to lock up VVV and mint DIEM grows. • Fundamental to DIEM's design, is the "mint curve." This defines an exponential curve specifying the rate at which VVV can be locked to mint 1 DIEM. • The higher the DIEM supply goes, the further up this curve we go, meaning exponentially more VVV must be locked for a marginal increase in DIEM. • This keeps Venice's liability constrained (remember each DIEM is a liability to Venice, which must provide $1/day of compute) • And this also means an increasing amount of VVV is taken out of supply and locked up until some day in the future if DIEM is paid back. In the image below, price of DIEM has risen gradually along demand for AI compute at Venice, and the tan portion of the VVV bars shows the locked supply, rising from ~5m in Nov to ~9m today. For that VVV supply to ever unlock, DIEM must be bought back and burned... but doing so raises DIEM price and thus tempts more VVV back into locked position. Equilibrium is hereby established and both VVV and DIEM price should ultimately correlate a) to demand for AI compute generally and b) to quality of Venice's AI compute offering specifically.
Erik Voorhees tweet media
English
67
138
767
95.6K
Node Capital retweetledi
CJ (晨杰)
CJ (晨杰)@cjhtech·
Hello world 🇺🇸
CJ (晨杰) tweet media
English
45
17
132
46.1K
Node Capital
Node Capital@Node_Cap·
@ether_fi and it's founders are true mission driven and are here for the long run. they dont just say. they do. We are proud to be seed investors.
Mike Silagadze🛡@MikeSilagadze

Why did @ether_fi commit 5k ETH to the Kelp hack recovery fund? Because we believe there was a very real risk that this could have killed DeFi. The default path was: Kelp bankruptcy -> $1.5B of rsETH tied up for years -> $30B Aave lending market locked up -> Cascade of DeFi and CeFi implosions. Game over for crypto. FTX would have looked small in comparison. In the face of these systemic risks we saw almost everyone pull back and hide behind lawyers. The worst case scenario was playing out. The one team that stood out and stepped up was Aave. In many ways they were the least to blame (and there was plenty of blame to go around) but they took ownership and immediately began raising funds to fill the hole left by the hack. If the @ether_fi team helped in some small way, it was mainly to open up communication help others see the gravity of the situation. There’s a lot more to be written about what happened, and things are still playing out. But I think the worst case scenario has been averted. Lots of soul searching to be done about systemic risks and decentralization theatre by everyone. We’ll do a longer write up in a few weeks.

English
0
2
6
174
Node Capital retweetledi
Rok Kopp 🛡️
Rok Kopp 🛡️@KoppKnows·
Been a brutal week in DeFi but has been invigorating to work to fill this gap. The smart contracts didn’t fail, humans did. We will get better as an industry and come back stronger. DeFi will win
ether.fi@ether_fi

The EtherFi team has been working closely with @aave and other parties to help close the rsETH shortfall following this week's exploit. The EtherFi Foundation is proposing to contribute 5,000 ETH to the dedicated relief vehicle. This vehicle will protect users and prevent bad debt across DeFi. The Foundation believes a coordinated, ecosystem-wide response is necessary for a proper resolution. More details below

English
0
2
49
1.6K
Node Capital retweetledi
Amos Meiri
Amos Meiri@AmosMeiri·
Two @Node_Cap portfolio working together on something big is always a good start of the day. ✊🏽
ETHGAS@ETHGasOfficial

ETHGas 🤝 @ether_fi We’re announcing a $3Bn deal to advance the development of institutional blockspace markets on Ethereum.

English
0
4
10
2.1K
Node Capital
Node Capital@Node_Cap·
We are actively deploying from our second fund. Two new investments last quarter. DMs are always open
English
0
0
4
89
Node Capital retweetledi
ether.fi
ether.fi@ether_fi·
In the first week of the Dine Different campaign, new users have spent over $480K, earning thousands in cashback rewards! Refer your friends to EtherFi and earn 10% cashback on their spend through April.
ether.fi tweet media
English
14
8
103
9.3K
Node Capital retweetledi
Limitless
Limitless@trylimitless·
$2,000,000,000 ✅ Limitless is the fastest-growing prediction market in the world. Thank you to everyone who made it possible.
English
35
21
133
14.7K
Node Capital retweetledi
Limitless
Limitless@trylimitless·
Building on Limitless just got 10x easier. We just shipped Programmatic API Access, simplifying placing & managing users' orders on behalf of your app. We're also supporting builders with: 1. Deep liquidity 2. Direct line to our team 3. Revenue sharing models 4. Co-marketing opportunities Contact us & let's build together → limitless.is/builders
Limitless tweet media
English
14
14
80
7.2K
Node Capital retweetledi
Rok Kopp 🛡️
Rok Kopp 🛡️@KoppKnows·
Timeline is so bullish vaults, which just tells me people aren’t comfortable being responsible for their assets. Next step custody and all of a sudden we are tradfi settled on chain? Ultimately comes down to safety of funds people want good risk/reward
English
1
1
9
286
Node Capital retweetledi
CJ (晨杰)
CJ (晨杰)@cjhtech·
Limitless just crossed $0.5B monthly trading volume in March. This chart feels surreal considering when we started building in prediction markets the entire space was doing less than $100M in monthly volume. We’re just getting started. We’re going to go higher and higher until you can’t take it anymore and you say “Limitless, please, stop going higher, we can’t take it anymore”
CJ (晨杰) tweet media
English
16
4
62
3.3K
Node Capital retweetledi
Edgars Nemše
Edgars Nemše@EdgarsNemse·
Congrats to all participants! Hearing great feedback about our new AI agent skills skills.genlayer.com It's crazy how easy it is to make your ideas reality nowadays
GenLayer@GenLayer

Announcing the winners of the GenLayer Track at @alephhackathon, hosted alongside @crecimientoar. 36 projects submitted building for the agentic economy, all with Intelligent Contracts on Testnet Bradbury using AI-native consensus. Here are the winners 👇

English
2
2
30
845
Node Capital
Node Capital@Node_Cap·
We are proud to be working with @EurekaBuilder team since day one.
Amos Meiri@AmosMeiri

@EurekaBuilder and team are building one of the most interesting infrastructures and super powers for @ethereum. within months they became a leading block builder. Much more to come from this incredible team. *Node are a seed investor.

English
0
0
0
61

Keşfet

@ether_fi @trylimitless @hyperbeat @HyperliquidX @EurekaBuilder @elonmusk @BarackObama @taylorswift13