eCarl retweetou
eCarl
1.8K posts
eCarl
@Tradingcat__
An Engineer with a passion for working in and scaling Web3 communities.
Entrou em Kasım 2022
924 Seguindo453 Seguidores
eCarl retweetou
Submissions to TIG have spiked in the last few weeks.
The driver is obvious.
AI is now strong enough to take a serious run at unsolved algorithmic problems, and TIG is the only place that pays for the result.
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eCarl retweetou
Good post which reenforces my investment in $TIG.
TIG barely has anything to do with this space. At its core @tigfoundation is an IP licensing and algorithmic discovery protocol that happens to use a token for coordination, the crypto parts are mostly plumbing and not the product.
No one and I mean absolutely no one is talking about algorithms as far as an investment thesis goes because the market for it literally never existed before @tigfoundation.
But algorithms are also on the tip of the tongue of every AI CEO/CTO because they know compute has limits and the world changing gains come from algos next.
TIG is comprised of gigabrain academics which realized the best way to keep it open source is through a token rewards mechanism. It doesn't matter which broccoli haired zoomer holding for 1 minute is on or off this token. Once they start licensing algos, "buybacks" will take on a different meaning.
And this is all the while when TIG has created the first commercial/open source combo to make this all feasible.
The biggest gains in crypto are ALWAYS from a new narrative.
AI is cool but you're going up against trillion dollar companies with infinite funding. Good luck.
Algorithms are the next step. If you want to feel early in "crypto" again. Look towards algorithms. Look at $TIG.
Cred@CryptoCred
Crypto's current state is a bit shit 1. Market cap is not an indicator of quality - the top 50 is made up of ghost coins or bloated governance slop that has underperformed and is uninvestable 2. The long tail speculative stuff went from high risk high reward to 'some dude in Miami is going to zero this if you hold it for more than 5.9 seconds' 3. Everything is extremely correlated and you can't meaningfully make bets based on sectors as it all converges into a tightly correlated mush, especially to the downside 4. Broad brush alt season is an artefact of the past that's very hard to replicate given (2) and given that there are simply too many coins and the excess of speculation doesn't really happen on centralised exchanges anymore - it's been siphoned off to bundled shit in max PvP settings 5. Crypto reputationally is no longer the sexy frontier of speculation. Institutional bid is in AI, retail speculative bid is in 0DTE equities, single name stocks etc. 6. Convexity has flattened. Even a lot of the historically safe blue chip stuff (BTC, ETH etc.) has underperformed and the historical anchor of 'buy deep drawdowns because all-time highs are guaranteed and explosive' has disappointed. All the shit we used to put up with because of the accessibly massive trend and momentum effects is now harder to justify because those same effects are getting neutered or siphoned off into other arenas. The obvious rebuttal is 'cycles' but even this past cycle is a useful counterpoint: it was extremely concentrated versus broad brush wealth effect, plus something very obviously broke after 10/10. So what does this all mean? 1. In previous cycles, nailing timing was enough and selection was the cherry on top (rising tide lifted all boats). I don't think that holds - both timing and selection matter now and in the future. 2. Participation alone can be an edge if the asset class is early enough and/or mispriced enough. I don't think that holds either, and we might actually have to learn how to trade (fuck). 3. Hopefully I'm an idiot doomposting the bottom GM
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eCarl retweetou
I haven't seen a mind with such clairvoyance like John Fletcher's since Satoshi Nakamoto.
Everyone will iterate. $TIG
The Innovation Game (𝔦, 𝔦)@tigfoundation
Whoever wins the AI race has every incentive to kill AGI
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eCarl retweetou
Yep.. Prometheus from @tigfoundation is an absolute monster
$TIG
John Fletcher (𝔦, 𝔦)@Dr_JohnFletcher
A quadrillion dollar question at the heart of AI, and the answer is the algorithm The next generation of algorithms will be developed collaboratively by agents on Prometheus.. and published openly on TIG
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eCarl retweetou
Prometheus.
Knowhow stays on your machine.
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eCarl retweetou
I'm going to go ahead and run with this a bit because it has my brain reeling. Excited to see what they drop today.
But @tigfoundation is the only credible answer to a problem the entire AI industry is about to hit a wall on and maybe tacit.md is the foundation flagging that wall exists. We'll see.
Frontier labs are running out of explicit knowledge. The internet has been scraped. Textbooks, papers, GitHub, Stack Overflow — ingested. The next 10x in capability isn't coming from more tokens of the same stuff; it's coming from knowledge that was never written down because the people who have it solve problems intuitively and ship the solution, not the reasoning.
Every algorithmic improvement to a hard optimization problem in industry today is tacit knowledge sitting in someone's head or in proprietary code that never sees daylight.
Skills.md and agents.md are the AI industry's attempt to extract tacit knowledge by getting humans to write it down. It mostly doesn't work, because the people who know don't know they know, and the act of writing it down strips out the very thing that made it valuable. If you're a musician or an artist you'll understand this in your own similar way.
This is Polanyi's paradox — "we know more than we can tell" — and it's the actual ceiling on agentic AI right now.
@tigfoundation's mechanism is the inverse. Instead of asking experts to describe their tacit knowledge, it asks them to demonstrate it against a benchmark, prices the demonstration via token rewards, and licenses the resulting IP.
The algorithm submission to TIG is the externalized tacit knowledge. This is a genuinely novel primitive. We haven't seen anything like before and the timing couldn't be better.
Big things are coming for $TIG.
The Innovation Game (𝔦, 𝔦)@tigfoundation
𝑠̶𝑘̶𝑖̶𝑙̶𝑙̶𝑠̶.̶𝑚̶𝑑̶ 𝑎̶𝑔̶𝑒̶𝑛̶𝑡̶.̶𝑚̶𝑑̶ tacit.md 26/4/26
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eCarl retweetou
TIG ($TIG) at $31m FDV just shipped Challenge Owners, a two-sided marketplace where enterprises post optimization problems and developers compete to solve them on-chain. beat academic benchmarks on quadratic knapsack problems. google's CTO engaged publicly with the founder. developer submissions doubled since Q1. DeSci bear case has always been "no product, just governance tokens over research funding." TIG is selling algorithmic solutions companies can deploy today. the thesis lives or dies on whether enterprises actually post challenges in the next 90 days. if 10+ show up, $31m is a rounding error. if it's a ghost town, there's no floor. bear case is 1 billion. believe in something
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eCarl retweetou
@pmddomingos Hi Pedro, Yes, we figured this out last Tuesday x.com/vidalthi/statu…
Thibaut Vidal@vidalthi
AI algorithm discovery on #TIG #VehicleRouting challenge at AGI House, SF 27 Claude agents by @StevenDiam77921 and @tigfoundation Live ≈4h, revisited and rediscovered 30 years of VRP literature. demo.discoveryatscale.com I'm amazed.
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eCarl retweetou
So I was doing some $TIG research today and came across this recent AI IP and Licensing Market Revenue article:
precedenceresearch.com/press-release/…
If you add the algorithm segment ($10.7B by 2035) to a meaningful expansion driven by optimization IP coming online ($5–15B), and the addressable opportunity TIG is building toward is easily $15B–$25B a year in the next decade.
What makes the thesis interesting isn't the TAM number. It's that @tigfoundation is the only project trying to apply ARM's proven licensing machinery to the algorithm segment.
The deal volume in this space is already explosive (Dec 2025, NVIDIA and Groq finalized $20B tech licensing deal), but the standardized licensing infrastructure to capture algorithm-specific value at scale doesn't exist.
That's the gap @tigfoundation is built to fill, with the one person on Earth (Philip David) who has actually done something similar with ARM before. Algorithm licensing today looks like chip IP in 1990. Early.
If TIG can become THE place to attract global talent on algorithmic innovation, and David gets the licensing flowing, $TIG ends up a top 20 token by 2030ish.
What's standing between $TIG and the top 100 right now?
Pudgy Penguins.
That's not a typo. That's the actual market structure of crypto in 2026.
Up to you how you play this one.
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Perp Vol: $11.12 Billion
Oracle Programs: 189
$SEDA Burnt: 392.9K
Peter@realpeterjm
GM big week $SEDA
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Almost $10 billion volume powered by @sedaprotocol oracle infrastructure and @PythNetwork Pro data.
Dreamcash@Dreamcash
Nearly $10 billion volume on Dreamcash’s CASH markets. Trading $1 per second, it would take 317 years to generate this much volume. Keep dreaming.
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Looking through data, SEDA reflected a ~1.4% (~95pt) decline for USA500, before traditional markets opened.
On a 24/7 perp market, a sudden gap on Sunday open would liquidate traders.
With SEDA, the price adjusted gradually. No shock. No unnecessary liquidations.
Powered by $SEDA.
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SEDA is right product, right time.
We saw early that perpetual markets need custom oracle infrastructure, far more advanced than legacy oracles and only possible today with SEDA.
It took 2+ years to build this infra, that now makes launching a market possible in seconds.
SEDA is the only oracle with an onchain economy. Every request burns SEDA.
With just 28 markets live, SEDA is already in the top 20 networks for chain revenue, burning ~$1,100 of SEDA every day.
To understand the bull thesis on SEDA is to understand the following:
>The perpetual market will grow 100x in 1-3 years
>Custom oracle infra demand will grow 100x in 1 year
SEDA is at the foundation powering every price update.
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