Shiv Shankar
5.3K posts

Shiv Shankar
@sshankar
Founder & CEO @boundless_xyz. Transforming the economics of intelligence. Prev: @AvaLabs @Coinbase @amazon. Views are my own.

That’s right. Compute is the new oil. And @boundless_xyz will be drilling for more.. 🛢️ The fun thing is that legacy players have no idea of how to use cryptoeconomic instruments to smoothen these curves and capture this market. Financialization of compute.. is real.






Step 1: Buy a sh*tload of GPUs Step 2: ? Step 3: Profit


Today, we launched GPU compute forward curves derived from our prediction market prices. Forward curves are now available on Nvidia B200. H200, and A100 chips. Forward curves track implied future prices. They are how mature commodity markets form expectations, allocate capital, and manage risk. Energy, interest rates/SOFR, FX, metals, and agricultural markets all rely on market-implied forward prices. Despite becoming one of the key inputs in the global economy, compute has lacked that market-derived infrastructure. Compute right now is where oil was before NYMEX — traded only via OTC deals, just like oil used to trade OTC between producers and refiners. As compute becomes as fundamental to the economy as energy, the industry will need a similar derivative market to promote efficient price discovery. Prediction markets are uniquely suited to this problem. Compute is not one uniform commodity and spans many chips, grades, tenors, locations, and contract structures. A live prediction market can aggregate those dispersed views into transparent prices that reflect market expectations for different maturities. The opportunity is big. Hyperscalers are spending over $700B on compute this year and the market is expected to grow to $7-10T by 2030. If this market behaves like traditional commodity markets, a liquid derivative market could be 10-20x bigger than the underlying spot market. Compute is still not uniform enough, but this is a step towards standardization as forward curves will help us see the rise and fall of different model prices and how they correlate. The forward curve is a first step. Up next: futures and perps.





Boundless set out to build a zero-knowledge proving network. We ended up building something bigger: a global network that coordinates GPU capacity at scale. Today, we’re expanding into AI. @sshankar on what’s next:

Boundless set out to build a zero-knowledge proving network. We ended up building something bigger: a global network that coordinates GPU capacity at scale. Today, we’re expanding into AI. @sshankar on what’s next:


Boundless set out to build a zero-knowledge proving network. We ended up building something bigger: a global network that coordinates GPU capacity at scale. Today, we’re expanding into AI. @sshankar on what’s next:





Boundless set out to build a zero-knowledge proving network. We ended up building something bigger: a global network that coordinates GPU capacity at scale. Today, we’re expanding into AI. @sshankar on what’s next:

Boundless set out to build a zero-knowledge proving network. We ended up building something bigger: a global network that coordinates GPU capacity at scale. Today, we’re expanding into AI. @sshankar on what’s next:

Boundless set out to build a zero-knowledge proving network. We ended up building something bigger: a global network that coordinates GPU capacity at scale. Today, we’re expanding into AI. @sshankar on what’s next:

