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.@Forbes just named Akash Network as the core AI infrastructure powering the rise of "0-person companies," calling out decentralized compute as the layer that eliminates the need for centralized cloud providers entirely.

Akash is one of the first alts about to retrace its entire October 10th wick. If you know my lore, you know this is one of my favorite things to trade. Looks ready for $1 next.

$PHA making a solid base above $0.03. @PhalaNetwork Numbers looking good, fundamentals keep improving, and momentum is slowly building up. Feels like it’s only a matter of time before the full send 🚀 NFa

Relatively safer play compared to most larps, lower chances of going wrong here. That said, it’s still crypto… risk management is non-negotiable. Out of the 3, $AKT is the one showing a clear trend reversal but the other 2 should also follow. NFA

Thread 🧵: Why $PHA, $AR, $AKT are not just old projects… but future AI infra giants OG infra plays with REAL hardware networks the kind that can quietly do 10x–50x in the AI cycle👇👇 1/ Everyone is chasing the next shiny AI token… But few are paying attention to the projects that have quietly spent 5+ years building real infrastructure. → Phala Network → Akash Network → Arweave These aren’t narratives. These are foundations. 2/ AI is not just software. AI = • Compute (GPUs) • Storage (data) • Secure execution And guess what? These 3 OGs dominate each layer: •Akash → Compute marketplace (GPU power) •Arweave → Permanent data storage •Phala → Confidential AI execution That’s the full stack. 3/ Let’s start with @akashnet 👇 Akash is basically: 👉 “Airbnb for GPUs” •Anyone can rent or provide compute •Prices set via open marketplace (not corporations) •Up to ~80% cheaper vs AWS/Google Cloud It already supports AI workloads, LLMs, inference, training As AI demand explodes → GPU scarcity becomes real. Akash wins here. 4/ Now @onlyarweave 👇 AI runs on data. And data needs: → permanence → censorship resistance → reliability Arweave solves this with permanent storage (pay once, store forever) In a world of: • AI datasets • model weights • on-chain knowledge Storage = gold. 5/ Now the most underrated piece: @PhalaNetwork 👇 Phala is solving a massive problem: 👉 “How do you run AI without leaking data?” •Uses Trusted Execution Environments (TEE) •Enables private + verifiable AI computation •Even the cloud provider can’t see your data This is HUGE for: • enterprises • finance • personal AI agents 6/ Now connect the dots 🧠 AI stack (decentralized version): •Compute → Akash •Storage → Arweave •Execution/Privacy → Phala This is literally a Web3 alternative to AWS + OpenAI + Google Cloud combined But decentralized. 7/ Why these OGs have an edge over new projects: 1. Hardware network takes YEARS to build You can fork code. You can’t fake: • GPU supply networks • storage nodes • real infra distribution Akash already has live providers & GPU clusters Phala runs on TEE-enabled hardware globally These aren’t ideas — they’re deployed systems. 8/ 2. Battle-tested through multiple cycles Most new AI tokens = 👉 narrative first, product later These guys survived: • 2018 bear • 2022 collapse • low attention cycles And kept building. That’s rare. 9/ 3. Real economic activity •Akash → active compute marketplace •Phala → processing AI workloads + tokens daily •Arweave → storing actual data permanently Not just “partnership announcements” → actual usage. 10/ 4. Positioned for AI explosion AI growth = ↑ demand for GPUs ↑ demand for data storage ↑ demand for privacy Centralized infra will struggle with: • cost • monopolies • censorship Decentralized infra becomes inevitable. 11/ Most people are still thinking: “Which AI coin will pump?” Wrong question. Better question: 👉 “Who owns the rails AI will run on?” 12/ Final thought: The biggest winners won’t be the loudest projects… They’ll be the ones quietly building: • compute networks • storage layers • execution environments for YEARS. And when demand hits they’re already ready. $PHA $AKT $AR = not hype plays They are infrastructure bets NFA

The after-hours price action in $AAPL today after the new CEO announcement doesn't SYNC properly with the flow it received today. This should bring some interesting movements tomorrow in the stock

When signing up for premium AI models, and they hit you with: “Upgrade to Pro for $200/month.” Don’t say “Maybe next month.” Use the Golden Bundle instead:

@marvin_tong @bgmshana , hey guys , need clarity on web2 enterpise strategy - whats the concrete go-to-market plan for Fortune 500/Web2 enterprises in 2026-2027? - any signed enterprise customers/pilots right now? (industries/scale, not names needed) - Proof-of-Cloud Q1 2026 launch still on track? - ISO 27001 + SOC 2 Type II completion dates? Care to share your thoughts?

@eliz883 thank you for putting this out.

I want you to understand something really important. I've been trading since I was 16 and studying the markets since I was 13. Today I'm 37. And if I've learned anything in all this time, it's that it's not how much you win that makes the difference... it's how much you manage not to lose. Because winning is easy. Sooner or later, everyone gets a good trade. Even by chance. Even without really knowing what they're doing. The problem is that there always comes a time when the market catches you off guard. And that's when you see who's a trader... and who's not. It's not the person who makes +300% once who makes the difference. The difference is made by those who manage to stay on their feet after mistakes, after bad phases, after periods when nothing seems to work. Because when you lose badly, you don't just lose money. You lose your peace of mind. You lose your clarity. You lose your self-confidence. And often you also lose the desire to continue. And then you realise that the real job is not 'making money'. The real job is protecting what you have, so that you can still be there tomorrow, in a month, in a year. Profit comes if you stay in the game. If you leave the game, it's over. Even if you were winning before. That's why I always think this way: I never start from how much I can earn, I always start from how much I can afford to lose without hurting myself. Because the market always tests you. And it doesn't ask you if you're good when everything is going well... it asks you when things are going badly. And there, if you're still standing, you have

@EliBenSasson , would love your thoughts on this from a builder’s POV. Starknet clearly aims to be long-term infra, not a short-term trade. That said, 50% of STRK still unlocking linealy over the coming years is a huge overhang for a memetic, builder-driven ecosystem. Curious if you see token supply as: 🔻a coordination tool to fund builders + decentralization 🔻or something that could evolve toward stronger ownership + demand loops as usage grows If alts are where crypto culture survives, tokenomics probably need to reinforce participation, not just sustainability. Would love to hear how Starknet thinks about this long-term.

For 2026, I don’t wish for alts to die. The CT consensus is 'alts will go to zero.’ Maybe. But imagine how boring crypto becomes without them. Just BTC, ETH, SOL and a few outliers to bet on. What do we even do on CT then? No wonder many already leave crypto and trade equities or gold/silver. At least there the risk reward makes sense. Even AAVE, supposedly THE DeFi app with PMF, is now a hostage by the entity that's supposed to help $AAVE holders. You might think this is bullish as capital and attention finally concentrate into a few ‘serious’ assets. But crypto is a memetic industry. It runs on narratives, vibes, and social coordination. Bitcoin itself is the biggest memecoin ever created with value coming from stories we attach to it. If people leave, the story gets weaker, with the price going down with it. Alts, including NFTs, are where crypto native culture is. Where new users, builders, and narratives start. Thanks to speculation surrounding alts, we funded innovation that's slowly being integrated into the new financial rails. Just without the upside of 'winning' as we allowed us to get fooled by equity/token misalignment (Axelar, etc). If alts die, then the people leave. Especially as BTC, Ethereum, stablecoins etc. are being absorbed by institutions. Without alts, Ethereum and Solana just become backend infrastructure for TradFi 2.0. Alts is the reason we use these chains. Payments and stablecoins won't keep the crypto native culture alive. Ethereum and Solana will be completely soulless. Useful and profitable for the same institutions we were supposed to challenge. No space left for the cypherpunk vision that made crypto worth caring about in the first place. So for the year 2026 I wish for an alt season that actually makes sense, with redesigned tokenomics and real ownership. Is that too much to ask :(

@TheCryptoDaddi Lets do $ICP this time.

Is Alt Season coming? If so… how well do you think your altcoin will perform during it? Give me your favorite ticker & I’ll run it through my ARS (Altcoin Readiness Score) to give it a thorough breakdown. (If it’s a common name on more than one chain, please specify chain) Drop them below!

@cekdrew @PolarizingLit True that. Learnt that too recently. What’s the other one if you have to pick among the other three? In between, respect and thanks for sharing.

@TheAltHODLer @PolarizingLit I would say $NB — why? They have a unique offering that no one else can offer. Niobium + Scandium. I think they are a candidate for a government stake, and at the very least offtake agreements with the Pentagon/Defense Contractors. *NFA

What if we just invest in $crml ?

Hey, you sound like a SME esp with metals and critical minerals. Maybe you can shed some light here. I’m eyeing on NB, ASP Isotopes, UAMY, USAR. Out of your expertise if you have to pick only two for massive upside potential in the next three years? which ones would you go balls deep and why? You really don’t have to care or answer and I’m just asking and would highly appreciate your inputs. Thanks in advance.

$CRML unfortunately now has a 50% offtake agreement with Romania, and with that the massive infrastructure plan they have with the Romanian Nuclear Company. I don’t see the U.S. wanting a part in this now that 50% is going to Romania… why would the U.S. help fund a project where 50% of the output is going to Romania? Doesn’t make sense. I personally would advise extreme caution to anyone invested in this company. Much safer bets out there, and I don’t trust their CEO one bit.

One of the biggest concerns for users is privacy when robots are in their homes. Alongside @NEARProtocol, we are creating solutions to make sure everyone feels safe.

@TheCryptoDaddi Finally, $pha

I built a custom Altseason Readiness Score (ARS) that gives any Altcoin a score (0-99) based on how likely it is to perform well in the event of an upcoming Altseason. Post a ticker below. I will run it through ARS & deliver the results beneath. Hint: A lot of you are going to be very upset with the score given.

@TheCryptoDaddi And, $plume

@TheCryptoDaddi Also, $icp

@TheCryptoDaddi Cool, let’s do Sei Network this time. $sei

@TheCryptoDaddi CryptoDaddi’s custom score? 😂 Or have you written actual code? if so what factors does it consider to return a healthy score? Let me try: near