IDO Launchpad Tracker
311 posts
IDO Launchpad Tracker
@ido_tracker
Crypto enthusiastic, IDO Tracking is my passion and all crypto related news and events
NO EMPTY PROMISES AT MORPHWARE! $88,000 US DOLLARS WE. JUST. GETTING. STARTED. $XMW
People still fail to grasp the speed at which AI and its demand are growing; we've never experienced this growth in any other sector. I like to take a look back as it perfectly showcases what I mean. Imagine a time machine back to 1750, power wasn't even a thing, and transportation ran on hay. If we bring someone back to today and they see the buildings, cars, and phones, he might just die from shock. But here's the thing: If that same guy from 1750 went back to 1500, he could let someone from that time experience the same feeling, but to us, at a far smaller scale. Each step back would require an exponential number of years to create the same shock. We are always at some stage in the picture above as long as we remain/control the dominant species in our ecosystem. This should drive the point home. At its core, three main parameters limit the speed at which AI can progress: 🔹 Compute 🔹 Data usage efficiency 🔹 Energy The media likes to drive computing as the main factor while using data more efficiently, and ensuring reliability is far more valuable at this stage. This is the main reason so many got spooked when DeepSeek released their model, which was as good as ChatGPT but developed far cheaper. This doesn't mean there won't be a need for more computing; the more you have, the faster you can train models. These three are in a trilemma where all of them need to be balanced well to receive optimal results, just like the blockchain trilemma. There is an upside to this; one of these factors is far more powerful because it has the most use cases: energy. I quite like this analogy: give the three best chefs 4 ingredients and ask them to make the most dishes, and they'll all make the same dishes; give one an extra ingredient, and they will destroy the competition. You also see this analogy with each point listed above: we need energy more and more, and AI is just one of the drivers; demand will be ever-increasing as more solutions that need energy are built, like the massive growth in data centers we see today. There is so much demand that big players are leasing as much space as they can to create the biggest model the fastest. This entire post so far is just so you can see the sheer growth and money being spent on AI each year, which is expected to increase over time by experts who almost always underestimate the growth speeds of new technology. Those who can supply large amounts of cheap energy for data centers capitalize massively, far more than anything we can grasp if history teaches us anything. There are a few parties actively building to meet this demand who also allow us to gain exposure to their success, and the best option by far when it comes to energy is @MorphwareAI. Mining $BTC for ~$30K per 1 $BTC with excess energy used to buy back their token and building out data centers to lease out is one of the best business models you will see in this space. Real-world solutions to real-world problems are rare, especially when you consider their long-term contracts with a unique and reliable energy source, a skilled team, and access to the third cheapest energy in the world. $XMW is one of the best risk-to-reward bets to be set up to benefit from this need for energy and compute. I hope the above examples help you see its potential; this is a unicorn project with unique USPs and the potential to disrupt the AI x Blockchain industry seriously. This industry and narrative is here to stay and if you are not allocated here is your chance to get some exposure to this incoming parabolic growth of the AI / Energy / Compute sector.
Why is the DeepSeek drama insanely bullish for $XMW? Because it further cements their edge in the market which is having almost the cheapest energy in the world. AI is expensive for 4 reasons: 1) the cost to train the large models in the first place 2) the price of acquiring the newest and biggest GPUs 3) skilled labor to optimize, run, and service the hardware 4) the electricity costs to power all the GPUs Opensource models bring #1 down because you don't have to waste billions re-inventing the wheel, just using the best out there. This is what @MorphwareAI is doing, as well as giants like @perplexity_ai. The DeepSeek advancement seems to be bringing the cost of #2 way way down, such that a lot more hardware is viable for processing a lot more AI inferencing requests. What this means is that as all these other costs come down, the relative importance of your base cost for electrity becomes greater and greater. This is exactly the thesis Morphware put forward 3 years ago, and it is playing out even faster than predicted. Bottom line is that the people who have access to the best energy sources will be those who dominate and profit the most from the exponential rise in AI demand. $XMW is literally going into the billions.