Building a clear path through the chaos! Hooper @unc_basketball Pro NFL
Los Angeles, CA
Joined June 2019
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Companies are going to want a model trained on their own data.
If data is the business edge, are they gonna want to put their data and contracts on some else’s server??
super high interest rates. almost like buying GPUs on the credit card
CoreWeave ($CRWV) is falling while GPU rents keep climbing. Over the past six months, Ornn's OCPI H100 rent is up 79% and B200 is up 84%. Yet CRWV is down 26%, and its 2032 bonds just broke 15%.
If compute is this scarce, what is the market pricing?
Fundamentally, GPU rental risk is amplified by debt.
CoreWeave paid $640M of interest last quarter and expects about $900M this quarter, nearly four times its operating profit. Its newest GPU loan matures across five years against contracts that pay over three. Around 2029, CoreWeave and its lenders will have to re-lease those GPUs at whatever rental prices are then, while the debt payments stay fixed.
Future GPU rent is uncertain, which is exactly why operators and lenders need to hedge it.
@OrnnExchange and @ICE_Markets are launching monthly, cash-settled futures on OCPI H100 (ICE:HPR) and B200 (ICE:BKL) to make this possible.
data.ornn.com
to rent a gpu, I have to set up an account and add a credit card. 15 times
RunPod, Lambda, Fireworks, Prime Intellect
There is no way to set up one account and find the best gpu price???
trying to wrap my head around what liquidinference.ai means. It seems big
It’s getting pretty clear to me compute transaction should happen on a blockchain. Would prob help out a lot with compute prices.
FLCK retweeted
Gondi is shipping.
If you haven't tried Gondi recently, please do. Would love to hear all your feedback.
Product Update: GONDI Profiles Are Now Social
Every wallet now has a home on GONDI.
Claim your username at gondi.xyz/yourname, set any NFT you hold as your PFP, and add a bio and links. Bring your portfolio stats together in one place.
Follow the wallets you trust. Their listings and activity shape your curated market, bringing what matters to you into focus.
Track what they’re buying, selling, and listing.
See where liquidity lives with new lending views and lender rankings.
Also shipped:
- A live market activity feed
- A market overview
- Royalty markers on listings
- An easier buy-with-loan flow
- An upgraded mobile experience
Your grails. Your network. Your market.
sheesh, Punks are moving
Historic Sale on GONDI:
CryptoPunk #8348, the one and only 7-trait Punk, sold for 3,000,000 USDC + undisclosed amount.
The largest sale in GONDI history.
Previously in a 2,800,000 USDC loan, this legendary Punk sold via Sell & Repay, seamlessly settling the loan as part of the sale.
The House of Grails. Where icons change hands and history is made.
Congratulations to @seedphrase on the sale and to the new owner on acquiring a true icon. 🥂
Jensen told you the residual value was 💯 and he built the gpus to last
Old GPUs are turning into appreciating assets
More charts in State of Markets II: a16z.news/p/state-of-markets…
FLCK retweeted
How well have the concepts of "no external dependencies”, “networked art”, “stores of value" aged in 2026?
@benroy and @akasteveyyy chat with @derekedws to talk about how his theses on cryptoart have evolved.
Join us on Wednesday, September 30 at 5PM PST/8PM EST
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