niftyi

This bull market will be defined by the rise and astronomical pump of Apps/Single Purpose Protocols There are many early signs of that: $ZEC - Privacy hyperliquid:native - Perps near:native - AI $VVV etc - AI Apps $CARDS - Collectibles Where does that leave multi-purpose L1s? If the chain captures a lot of the revenue generated by these apps, their token will perform well That will require chains to improve their tokenomics though $SOL for instance has an inflation problem. The problem is not that inflation is high, but: (1) Most people still think it is 9%, when it's less than half of that (2) The word inflation triggers investors/CT, which is expected in an industry that is where it is because of Bitcoin, a fixed supply asset. Still, yes, it could and should be lower than it is now. It is also important to remember that Solana is still 10x higher from the bottom of the last bear market and there was an insane amount of trading from $8 to $296 that is still finding balance - its why the price range has been so tight for the last 5 months. With that being said, I still don't think the current price action is a Solana problem, its because the market wants aligned tokens and/or easily digestible projects that have one goal and do it well (making it easier to justify investing because you're only tracking one thing). The tl;dr is that in the past you used to expect BTC and L1s to pump hard and only then an altseason. From now on the market will have less rules and more focus on quality

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

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