Web3, Crypto & Farming 🚀 | DYOR
Joined October 2021
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Token launches on GIWA chain start at Gamapad, the launchpad by @gamapadcom. Try it on GIWA testnet today. I joined the mainnet waitlist.
gamapad.com/r/X4S92Q
Gamapad is live on GIWA testnet and launches are open now. When GIWA mainnet opens, @gamapadcom will be there from Day 1. I joined the waitlist.
gamapad.com/r/X4S92Q
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This is my story with @PytheniansNFT.
November 2024. Pikenians becoming Pythenians. Burn-to-mint, WL at 0,42, public at 0,69, and that open phase that would last forever.
I was not in the WL anymore I bought 5 NFT after mint, this PFP that I put here was my first and I paid 4 solanas at the time.
I believed in this collection from the beginning and never put it on sale.
Then I bought 4 more PFP to burn and evolve this little face. Today I have him and another PFP Level 3. It is like a profile picture.
More at first was difficult because things were quiet. Floor bled. From time to time the same phrase: "Is this thing still alive?"
But this PFP has already brought me joy:
Among them is the airdrop $AVANTS.
That brought a very good result for the attentive holders.
It was an unexpected airdrop, a surprise that rekindled my faith in this collection and in the @PytheniansNFT team.
Mint is easy. Staying in "is it still alive?" That's the part I remember. Now the mint is closed, the Hub is in the air, and people are burning towards 1,750.
Still here Pythenians, Together until after the End. I LOVE YOU $Pythenians
Some of you have been here since the first mint...
You've seen every dip, every win, every "is this thing still alive?"
It is. Tell us how you remember it
Quote this post with your story. The 10 best will receive a [Redacted] badge in the Pythenians Hub. Trust us, you really want this one.
Open for 10 days
𝙻𝚞𝚌𝚊𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 retweeted
StonkFun Revenue
(September 30th)
Revenue: $980,097
Buybacks: $587,209
Burned: 2.3M $STONK
stonkfun.xyz/revenue
Burned to ascend. My Pythenian just reached Level 3, the top of the ladder. @pytheniansNFT pythenians.xyz/share/2728
Burned to evolve. My Pythenian just hit Level 2. @pytheniansNFT pythenians.xyz/share/2728
𝙻𝚞𝚌𝚊𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 retweeted
The debate on AI compute has moved.
From "will demand exist?"
To "do the unit economics work?"
GPU pricing, financing costs, utilization.
Contracted power, density, offtake.
A 1GW factory only works if it can be rented, powered, and paid back.
Some names are being marked down on returns.
Others are being marked up for contracted power, density, and long-term offtake.
The market is underwriting compute like real assets now, not like a theme.
Via @wallstengine
ROTHSCHILD REDBURN LAUNCHES COVERAGE ACROSS AI DATA CENTER NAMES
$NBIS: SELL, $84 PT
Says Nebius has a demanding valuation and questions the sustainability of its unit economics. Upside could come from newer-generation GPUs, faster growth of its Token Factory inference business and stronger capacity execution. Risks include customers bringing compute in-house and higher funding costs.
$CRWV: SELL, $54 PT
Redburn questions CoreWeave's unit economics and ability to convert its pipeline into attractive returns. Key risks include hyperscalers or AI labs bringing capacity in-house, falling GPU pricing and higher financing costs.
$DLR: BUY, $227 PT
Highlights Digital Realty's global wholesale and colocation footprint, long-term tenant contracts and expansion into larger, higher-density facilities built for AI workloads and hyperscale customers.
$EQIX: BUY, $1,261 PT
Points to Equinix's global interconnection ecosystem as a key advantage, with AI, HPC, enterprise and cloud customers increasingly needing high-density compute close to networks and other infrastructure.
$IRM: BUY, $132 PT
Iron Mountain has expanded beyond its legacy records-storage business into data centers, information management and IT asset lifecycle services, while developing more power-dense capacity for AI workloads.
The miner-to-AI names were treated much more cautiously:
$APLD: NEUTRAL, $22 PT
Says unit economics and pipeline-conversion risks are already well priced in. Upside comes from lower build/operating costs and additional large tenant signings. Risks include local opposition, construction delays and tenant insolvency.
$IREN: NEUTRAL, $40 PT
Sees upside from additional large-scale AI tenants and better execution at existing sites. Risks include difficulty securing tenants, higher funding costs and delays or cancellations.
$WULF: NEUTRAL, $15 PT
Potential upside comes from securing additional U.S. capacity and signing more major tenants. Permitting issues and state-level opposition are key risks.
$CIFR: NEUTRAL, $18 PT
Sees better or faster grid-capacity allocation and more major tenant deals as upside. Tenant pullouts and buildout delays are the main downside risks.
$HUT: NEUTRAL, $96 PT
Upside depends on faster data-center execution and securing additional grid capacity. Delays or cancellations in the buildout remain the key risk.
$CORZ: NEUTRAL, $16 PT
Core Scientific has been shifting capacity from Bitcoin mining toward AI/HPC hosting after emerging from bankruptcy, while continuing its mining business. Its proposed acquisition by CoreWeave collapsed last year after shareholders rejected the deal.
𝙻𝚞𝚌𝚊𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 retweeted
BlackRock: AI compute could be tokenized.
Translation:
compute is about to get a market.
The world’s largest asset manager just named the future.
We’re building the unit it needs.
1 cT = 1 GPU-hour.
Fungible. Redeemable. Tradable.
That’s the layer.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
Isso é gigante.
Ja estou posicionado.
StonkFun Revenue
(September 25)
Revenue: $965,731
Buybacks: $580,495
Burned: 1.9M $STONK
stonkfun.xyz/revenue
𝙻𝚞𝚌𝚊𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 retweeted
A founder's dilemma:
"Signed 12-month GPU contract.
Raised $2M seed.
Built for 3 months.
Funding talks fell through.
Now: 9 months left on contract.
$27K/month burning.
Can't resell. Can't transfer.
Just... stuck."
This isn't rare. This is Tuesday in AI.
Um novo Vdex significa nova campanha de pontos? Poderia dar mais detalhes.
TGE quando? @0xVDEX
𝙻𝚞𝚌𝚊𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 retweeted
Your last ticket to secure a Hazels NFT WL spot starts now.
→ Entries are open for 24 hours: draw.hazels.io/gtd
→ Submit your wallet, like and reply this post.
Your move.
𝙻𝚞𝚌𝚊𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 retweeted
Introducing REP
You've been earning it for years.
Get your REP and watch it compound: shine with your achievements, meet your people, discover projects, and let value find its way back to you.
Starting from blocks and chains, scaling to the AI internet, and beyond. It's all in the vid.
I'm pre-registered for the DAC mainnet launch. Mission card in hand — see you at the gate. @dac_chain interstellar.dachain.io/api/…
