Absolute Unit
4.9K posts
Absolute Unit
@largeunit
BD at @harvest_finance & @spectra_finance | prev: @socketprotocol @balancer
Katılım Nisan 2020
1.1K Takip Edilen1K Takipçiler
When did "winding down" become a legit exit the market?
ZERϴ Network@zerodotnetwork
1/ We're winding down ZERϴ Network. Here’s a personal note from the team:
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@0xJeff the only crypto-ai vertical with real revenue is inference, and it's growing because the product works whether the token exists or not ;)
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The inference cycle is here
> Token demand is going parabolic
> 2x increase in token consumption every single quarter
> Web2 inference players have more than doubled their rev in 3-6 months
> Web3 players are carving out their moats on privacy, uncensored AI, and cutthroat inference pricing
> Forecast: Web3 players hit $1B (~10% of inference API market) by 2028
More on today's article "The Inference API Market" 👇
[Link in bio]
0xJeff@0xJeff
The State of Onchain AI Inference 2 giants dominate the landscape while 4 players geared up to disrupt the segment. 1. Venice → fastest-growing uncensored/private AI pioneer serving 50-80B tokens/day (recently hit 80B ATH). Estimated ARR at ~$12M-14M 2. Chutes → fully decentralized serverless inference network on Bittensor, serving 50B-80B tokens/day (~55B 7d avg.), Estimated ARR at ~$6M 3. Dolphin AI → one of the top uncensored AI labs, developed Venice flagship uncensored models, on track to launch v2 of its own peer-to-pool inference network in ~4 weeks (powered by consumer GPUs) 4. OpenServ → full-stack AI infrastructure platform and reasoning engine (SERV/BRAID), focused on serving deterministic inference to enterprises + OpenServ is one of the most active AI agent launchpad right now 5. SolRouter → cryptographically private AI inference layer powered by Arcium MPC + AWS TEE + OpenServ Reasoning framework 6. Warden Protocol → P2P AI compute marketplace purpose-built for autonomous onchain agents Key success factors: Inference price, compute costs, reliability, privacy guarantee, compute/inference verification cost, network design (anti-gaming/slashing), tokenomics design, tools, model coverage, and more More analysis/breakdown on the landscape in the After Hour this week (tmr).
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@stacy_muur even the top-tier checks don't guarantee a soft landing
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In case you wonder, they raised $21M.
From top-tier funds, including a16z, Coinbase Ventures, and Electric Capital.
Now at $5M mc & $12M FDV.
Shitshow.
Syndicate@syndicateio
Syndicate Labs is winding down. After five years building onchain developer infrastructure, the rollup market has fundamentally shifted, making this decision necessary. Here's what this means for the network, token holders, and developers building with Syndicate.
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@FigoETH blackrock buying eth exposure while ct sells the bottom is peak
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Never really understood why plebs are poor and entities like Blackrock, Vanguard etc. make tons of money.
Now I do.
They put a minimum amount of thinking in their investment decisions.
Buy assets when they are cheap, not expensive.
SamAlτcoin.eth ☀️@SAMALTCOIN_ETH
The more bearish CT gets on $ETH The more institutional ownership of $BMNR keeps climbing. BlackRock. Vanguard. Morgan Stanley. Citadel. Jane Street. Retail capitulation, institutional accumulation. 🤷♂️
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@omgcorn moonpay is just acquiring every onchain primitive until they become the stripe nobody asked for lol
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how much money do these guys have jesus
MoonPay 🟣@moonpay
BREAKING: MoonPay has acquired Decent and launched MoonPay Trade the only API you need for onchain execution, settlement, conversion, and payments on 200+ chains and protocols one-click to DeFi for institutions, apps, and enterprises performant, compliant, and live now
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@FigoETH yeah eth ecosystem has the throughput, the stables, the rwa share, and the defi tvl and somehow the dominant narrative is still that it's losing
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Meanwhile in reality:
- ETH L2s doing combined 70k+ tps max
- Base on it's way to become stage 2, having ETH L1 security
- MegaETH able to boast 55k+ tps with EigenDA
- ETH ecosystem having >60% stablecoins TVL (>80% w/o Tron), ~70% of public RWAs, >60% of Defi
🙅♂️
The Rollup@therollupco
"L2s were a failed experiment. App chains were a failed experiment outside of Hyperliquid." Logan Jastremski reveals why he hasn't thought about Ethereum since 2021: "L2s never made sense. A transaction is just bytes. An L2 compresses 5 bytes to 1 byte. If you want compression, why apply it to a low-throughput chain instead of a high-throughput one?" "Ethereum is mostly an artifact of people making money in the early days. From an institutional and product use case standpoint, it's largely dead. The most overvalued asset in the world."
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@AvgJoesCrypto 0% chance Hoffman has any insider info here. bankless has been selling ads for years atp
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This is not a bottom signal IMO.
This is a “holy shit things are so much worse than they appear on the surface” signal.
DEGEN NEWS@DegenerateNews
NEW: @Bankless HOST @TrustlessState REVEALS THAT HE SOLD ALL OF HIS ethereum:native
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Glamsterdam + ePBS are within reach as Ethereum continues its >decade long track record of executing its tech roadmap.
Remember when they tried to tell us Soybaloney would flip Eth?
hyperliquid:native is ~7% away from flipping $SOL btw.
Salami was wrong. Mert was wrong. Santi was wrong.
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@sjdedic fantasytop and friendtech both proved that early viral revenue is the worst possible test of whether a founder can iterate
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Very sad to see this.
FantasyTop shutting down after printing millions over millions in fees early on and then raising close to $5M from Dragonfly and others.
It seems like they burned through most of it without delivering anything meaningful. Today’s product is barely different from what went live two years ago and generated massive hype at launch.
This product had so much potential if it had just been properly iterated on and the initial distribution and mindshare had been leveraged the right way.
But just like with FriendTech, fast easy money completely blinded the founders, who then did nothing but rest on their get-rich-quick success.
Once again the perfect example of how incredibly important it is to back the right founders. It’s not enough to find those who are brilliant and can ship great things. There are so many more character traits that are indispensable for sustainable long-term success.
It’s a shame as a lot of people got burned who trusted them. But this team definitely wasn’t it.
fantasy.top@fantasy_top_
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@litocoen every eth killer cycle ends with another fortune 500 choosing eth for the same five properties the alts can't replicate
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Began with concernoors capturing Bankless while Ryan was off and now culminated with this.
Bottom signal.
David Hoffman@TrustlessState
Has there been a huge vibe shift in CT over the last 2 weeks, or was that just me selling the last of my ETH
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@WazzCrypto yup fantasy was the rare onchain game where the cards stopped working before the community did
🫡
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Sad but expected. Have a lot to say on this:
- I was added as a Hero early on, reinvested all hero payouts into more cards, my deck was never that big but roundtripped multiple ETH and ended up in the red even with hero payouts
- One of my first and only angel investments, not great
- Still one of the most fun and engaging onchain games I have ever played, at some point it was the only thing keeping me onchain through the bear
- Ruined by poor management and simply lack of will from the team to keep working on the game, they farmed their users in the end and everyone saw it coming, but we still played for the love of the game.
It had an awesome community and I seriously think this idea still has a lot of potential for our niche corner of the internet, hope someone just gets the assets off them and takes the torch.
fantasy.top@fantasy_top_
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@peter_szilagyi yes it is suddenly much slower & seems to get lost in thought + even more lazy
I'm chalking this up to compute constraints
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Been using Claude today after a while, and is it me, or has it become excruciatingly slow? Seems they are overloaded and you're just waiting in a queue? 4-5 mins per prompt is the minimum, but now I'm over 10 min of idle time per prompt. It's absolutely unusable.
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@FarmerJoe0x pre-ipo perps kill the access premium (that was the only thing 75% of vcs were actually selling)
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I’d even argue that pre-IPO perps could kill 75% of VC funds.
Why pay for access when it’s out in the open. Why pay for deal flow when deal flow is democratized.
Jack@Jackkk
Threadguy thinks Hyperliquid could kill SPVs “I think we’re gonna see a rise of these SPVs because no companies go public anymore" “The counter to that is if pre-IPO perps get big enough… that kills this idea. Because why would you buy the SPV when you could just trade the company you want directly?" “People are down to ape these vehicles at ridiculous valuations because they want what’s inside but if you could buy what’s inside directly, why would you?” “At that point, why would companies even stay private? We could just go full circle and start going public again? I don’t know, maybe Hyperliquid kills these SPVs”
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@josefabregab @aave the verification layer is the part that decides whether onchain receivables are real credit or just wrapped trust me bro
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The receivables financing market is $700B globally, growing ~10% annually.
@aave is arguably the best-positioned DeFi protocol to onboard this sector, given its liquidity depth, permissioned pool architecture built for institutional counterparties, and its status as the #1 DeFi lending platform.
The hard part isn't tokenization. It's continuous verification that obligor, aging, and concentration data hasn't been cherry-picked post-origination without exposing the underlying dataset publicly.
Originators won't put sensitive portfolio data on a public ledger but, without proper verification, DeFi lending on receivables is just TradFi credit risk with worse recourse.
That's verifiable computation over private data. That's what @HyveXYZ is building.
Luigi D'Onorio DeMeo@luigidemeo
It’s been a little less than a month since my official start at @aave. A few quick observations: 1. DeFi is the use case for blockchains and is much more welcomed among institutions and fintechs than I even expected. 2. QC backed lending will provide the next growth spurt for DeFi lending - Aave will win here. 3. The old game that chains played for logo slapping is now happening to DeFi protocols. Astute players will price deals wisely and have a way to monetize or just watch their token go into oblivion. Lot of smoke and mirrors here. 4. Receivables financing is a tangible use case for DeFi to step in, really helps if the player is willing to put the full dataset on chain 5. DeFi lending will essentially redefine how prime brokerage works ($25B revenue industry) 6. Aave has work to do on BD side. It’s getting fixed and will be a sight to see. 7. @StaniKulechov is actually a beast - impressive ability to grind.
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@binji_x @Lighter_xyz @variational_io @arbitrum @grvt_io @zksync @Euphoria_fi @megaeth @Ostium hype has the spotlight but eth l2s have the long tail, and the long tail usually wins distribution fights ;)
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Teams building perps on Ethereum:
> @Lighter_xyz (Ethereum L2)
> @variational_io (on an Ethereum L2 - @arbitrum)
> @grvt_io (Ethereum L2 - @zksync stack)
>@Euphoria_fi (on an ethereum L2 - @megaeth)
> @Ostium (on an ethereum L2 - @arbitrum)
Ethereum is for everything.
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@saintniko every cycle the obituary gets written and every cycle they get proven wrong
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binji is great because anytime the “ethereum is dead” crowd starts to get too loud he sets the record straight
ethereum is for everything
binji@binji_x
Teams building perps on Ethereum: > @Lighter_xyz (Ethereum L2) > @variational_io (on an Ethereum L2 - @arbitrum) > @grvt_io (Ethereum L2 - @zksync stack) >@Euphoria_fi (on an ethereum L2 - @megaeth) > @Ostium (on an ethereum L2 - @arbitrum) Ethereum is for everything.
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what part of cycle is this?
icebergy ❄️@Icebergy
gainzy crash out over eth, garrett depositing +$1b after buying +$4,500, and bankless sold all of their eth?
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The most successful ETF launch after BTC.
Unreal demand for hyperliquid:native rn
The Rollup@therollupco
Andy is stunned reading the $HYPE inflows. He breaks down the numbers and explains why this matters for Hyperliquid's momentum.
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