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Alpha Seeker

Alpha Seeker

@AlphaSeeker21

Crypto since 2017; first-principles conviction in low-cap gems before consensus. Nothing I say is Financial Advice!

Moon Katılım Nisan 2018
29.6K Takip Edilen58.4K Takipçiler
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Alpha Seeker
Alpha Seeker@AlphaSeeker21·
If we want $IDLE @IdleProtocol to become the next major CryptoAI primitive on Solana, transparent data is essential. Love seeing the integration with @Dune. This is the type of protocol where everyone benefits users, builders, and the entire ecosystem in between. Big congrats to the @IdleProtocol team on reaching a $1M market cap. Still incredibly small compared to the potential ahead. Base doesn’t even have a CryptoAI protocol like this yet. $10M+ feels very possible imo. CA: AjLhrxN2yrCe45Y2KGPMZCkBm6NpN43jWqPkdZq6pump
Idle@IdleProtocol

IDLE Protocol network analytics are now live on @Dune. Real-time, on-chain data - every payout, every operator, every transaction. dune.com/idle_protocol/…

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Khouba
Khouba@khouuba·
primis will be the only for founders to get predictable rates
McNallie Money@McnallieM

🚨 Something just happened in the GPU spot market — H200 prices just went parabolic 🚨 ⚡ H200 spot rate: $6.40/GPU hour — up +29% overnight — now MORE expensive than B200 ⚡ B200 spot rate: $5.68/GPU hour — up +6.4% — still climbing but H200 just leapfrogged it ⚡ H200 range: low of $2.58 → high of $6.40 — the move happened almost vertically ⚡ B200 range: low of $3.86 → high of $5.68 — steadier climb but also accelerating ⚡ H200 now commands a $0.72/hour premium over B200 — the newer chip is being outpriced by the older one — demand is that extreme ⚡ At $6.40/hr — H200 annualizes to ~$56,000 per GPU per year in rental revenue — for context that's roughly what the GPU costs to buy When the prior generation chip costs MORE to rent than the latest generation — you know the market is structurally short compute Companies with owned GPU fleets are printing money right now — $IREN $NBIS $CBRS $CRWV hive:native $WYFI $BTDR What does H200 at $6.40/hr mean for GPU cloud ARR targets across the sector? 👇

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Alpha Seeker
Alpha Seeker@AlphaSeeker21·
If we want $IDLE @IdleProtocol to become the next major CryptoAI primitive on Solana, transparent data is essential. Love seeing the integration with @Dune. This is the type of protocol where everyone benefits users, builders, and the entire ecosystem in between. Big congrats to the @IdleProtocol team on reaching a $1M market cap. Still incredibly small compared to the potential ahead. Base doesn’t even have a CryptoAI protocol like this yet. $10M+ feels very possible imo. CA: AjLhrxN2yrCe45Y2KGPMZCkBm6NpN43jWqPkdZq6pump
Idle@IdleProtocol

IDLE Protocol network analytics are now live on @Dune. Real-time, on-chain data - every payout, every operator, every transaction. dune.com/idle_protocol/…

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Rev Run
Rev Run@JLKHatesYou·
AI on solana will move very sneakily imo. Slowly then all at once kind of ordeal The appetite on solana is memes right now and understandably so. If you want ai right now then base, if you want to front run ai szn 2.0 then solana
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Alpha Seeker
Alpha Seeker@AlphaSeeker21·
Base has $VVV @AskVenice Solana has $IDLE @IdleProtocol and $PRIMIS @primisprotocol Base AI is extremely strong right now. Solana AI is starting to pick up momentum, but it still needs a few major winners to fully ignite the narrative. I think $IDLE and $PRIMIS have a real chance to become those breakout projects.
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Khouba
Khouba@khouuba·
and this is exactly why @primisprotocol matters. when h200 pricing can jump 29% overnight, the builder problem is no longer just getting access to gpus. it’s getting access to compute at rates they can actually plan around. shortages are bullish for whoever already owns supply, sure. but the bigger missing layer is the one that turns fragmented, volatile compute into something usable for builders through pricing + routing. that’s the thesis.
Daniel Romero@HyperTechInvest

H200 hit $6.40/hr, up 29% overnight, and is now above B200 The GPU shortage is getting worse Massive win for neoclouds that have already purchased GPUs Source: Ornn

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Khouba
Khouba@khouuba·
and this is exactly why @primisprotocol matters. when h200 pricing can jump 29% overnight, the builder problem is no longer just getting access to gpus. it’s getting access to compute at rates they can actually plan around. shortages are bullish for whoever already owns supply, sure. but the bigger missing layer is the one that turns fragmented, volatile compute into something usable for builders through pricing + routing. that’s the thesis.
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Alpha Seeker
Alpha Seeker@AlphaSeeker21·
I don’t know what the future holds for society with AI. On one hand, I think AI could become the greatest tool in human history. It could unlock more productivity, more innovation, and more opportunities than ever before. I also believe Crypto will play a massive role in creating new income opportunities in the AI economy. But on the other hand, I can also see AI automating a huge percentage of white-collar and knowledge-based jobs. That could lead to a very difficult transition period where jobs become harder to find, unemployment rises, and income inequality gets worse. My solution? Own the assets that benefit from the AI boom and position yourself early. Energy and Compute are going to be some of the biggest winners over the next decade and luckily we already have crypto projects positioning themselves as core compute infrastructure for the CryptoAI economy. $PRIMIS @primisprotocol $IDLE @IdleProtocol Own the infrastructure for AI or risk getting left behind.
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Alpha Seeker
Alpha Seeker@AlphaSeeker21·
@_zkmike $Idle @IdleProtocol $Primis @primisprotocol DeFi/AI Summer 2.0 x.com/alphaseeker21/…
Alpha Seeker@AlphaSeeker21

I don’t know what the future holds for society with AI. On one hand, I think AI could become the greatest tool in human history. It could unlock more productivity, more innovation, and more opportunities than ever before. I also believe Crypto will play a massive role in creating new income opportunities in the AI economy. But on the other hand, I can also see AI automating a huge percentage of white-collar and knowledge-based jobs. That could lead to a very difficult transition period where jobs become harder to find, unemployment rises, and income inequality gets worse. My solution? Own the assets that benefit from the AI boom and position yourself early. Energy and Compute are going to be some of the biggest winners over the next decade and luckily we already have crypto projects positioning themselves as core compute infrastructure for the CryptoAI economy. $PRIMIS @primisprotocol $IDLE @IdleProtocol Own the infrastructure for AI or risk getting left behind.

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zkMike
zkMike@_zkmike·
New takes on old primitives without hyperinflationary tokenomics, all under the guise of real world tech contributions with AI.
zkMike@_zkmike

DeFi summer 2.0

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Khouba
Khouba@khouuba·
primis feels inevitable because compute is following the same path every strategic input follows. first it’s scarce. then it’s messy. then it fragments. then pricing gets opaque. then abstraction wins. AI builders are still too close to the raw market: too many providers, too much procurement friction, too much pricing chaos, too little visibility. that doesn’t persist. once an input becomes central to production, a layer emerges that makes it easier to access, price, and consume. that’s what @primisprotocol is building. primis mode.
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G@smokiemahoney·
$IDLE looks sendy. Solana Compute / DePIN meta. The future is agentic @blknoiz06
G tweet media
G@smokiemahoney

@chillypnl really like PRIMIS.. what do you think about @IdleProtocol $IDLE ? also solana DePIN / compute meta..

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Idle
Idle@IdleProtocol·
IDLE Protocol network analytics are now live on @Dune. Real-time, on-chain data - every payout, every operator, every transaction. dune.com/idle_protocol/…
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Keşfet

@IdleProtocol @Dune @JLKHatesYou @AskVenice @primisprotocol @blknoiz06 @KhanOffchain @_zkmike