Nick Carpinito

something new | prev @Blockworks

[Nick Carpinito @0xMetaLight]

Banger annoucement from @GromaCorp: GRO is coming to Solana in 2027, and is being integrated into @kamino

GRO is exactly the kind of asset @WeiszM has said he wants to bring onto Kamino: a real-world claim with consistent income and established pricing

He used aviation leasing as the example, a fixed rent stream paid by airlines into a bankruptcy-remote vehicle, and said the next assets on that list should include housing beyond Figure's HELOC

[Nick Carpinito @0xMetaLight]

When @minnus and I wrote our Pearl report, we said investors should expect a holdings disclosure before treating the lab as aligned with token holders

As of Nov 9, Pearl Research, its team, and its shareholders hold 98M PEARL, 4.6% of total supply, and the lab says it has not sold any

This + the $55M equity raise means they won't need to sell for funding. With coinbase listing imminent, it might just be PEARL szn

[⏢brianbreslow @brezshares]

Disclosures now up on @prlnet website. As promised, the team controls less than 5% of the network, similar to Satoshi’s Bitcoin wallet. This is a great positive step for Pearl, very glad to see the team taking transparency seriously.

[Nick Carpinito @0xMetaLight]

People like to harp on Bittensor revenue, but revenue was never really the issue, the plumbing was

Aggregate subnet ARR went from $20M to $54M this year per @Old_Samster, but customers were paying offchain, meaning none of that touched the token.

Gamma changes that, since paying for a subnet's services now means participating in the TAO economy

[Openτensor Foundaτion @opentensor]

Introducing Gamma Tokens

A native payment system for Bittensor’s AI economy.

Users and AI agents will be able to access and pay for subnet services with a Bittensor wallet, without separate accounts or API keys for each subnet.

[Nick Carpinito @0xMetaLight]

@0xLoso @Blockworks 👀

[Sam Schubert @minnus]

Last week was my last week at @Blockworks

Grateful for the opportunity to work alongside such a talented team, and for everyone who read, challenged and supported my research over the past year. I have a lot of confidence in the direction Blockworks is taking and look forward to seeing what the team achieves.

I remain very bullish on this industry, particularly the themes I’ve been highlighting throughout that time. In my view, we’re still in the infancy of a far better financial system, and I’m eager to play a part in that through research, investing or building.

Excited for what’s next. For those in London, I’ll be around for the next two weeks.

[Nick Carpinito @0xMetaLight]

@0xMims Thank you for the kind words sir! It’s been a pressure

[Nick Carpinito @0xMetaLight]

@SilvioBusonero @Blockworks One of the greats! Best of luck to you sir

[Silvio @SilvioBusonero]

this was my last week at @Blockworks

Grateful to the company and colleagues.

But also happy to move on to what’s next

[Nick Carpinito @0xMetaLight]

@EffortCapital Thank you sir! It's been a preasure

[Nick Carpinito @0xMetaLight]

@robertburkhart I will remain in Robert Mode for the foreseeable future!

[Nick Carpinito @0xMetaLight]

@shaundadevens 🫶

[Jake Koch-Gallup @immutablejacob]

this is my last week at @Blockworks.

after 2 years at Messari and another 6 months at Blockworks following the acquisition, i'm really grateful for the people i've worked with, everything i've learned, and the research i've published.

it's sad to see one of the leading crypto research firms shift its focus away from research. i understand the decision to prioritize product, but i think independent research matters more than ever, especially as AI makes original human thinking and analysis increasingly valuable.

for now, i'm taking a little time to reset and finish up my personal crypto asset valuation framework, dashboard, and whitepaper, which should be launching in the next week or so.

after that, i'll be looking for new opportunities in crypto research, investing, and beyond. excited for what's next.

[Nick Carpinito @0xMetaLight]

This week was my last at @Blockworks

When I joined in early 2025, Blockworks was already one of the most respected names in crypto research. In under two years I watched the company bring Messari into the fold, launch a new product suite, and turn the Token Transparency Framework from an idea into a disclosure standard that now reaches Bloomberg terminals.

The research team set a bar for rigor I'll carry with me everywhere. I also got to build alongside some of the sharpest people in crypto. Thank you to everyone who made it such a great place to learn and build.

As for me, I’m taking a moment and then looking for what’s next: somewhere I can be a Swiss Army knife across research, data and product.

[Nick Carpinito @0xMetaLight]

@akashnet Small GPU supply needs cheap settlement on Solana

[Nick Carpinito @0xMetaLight]

Gigawatt campuses carry election risk now, but middle-market GPU deals land in existing powered shells.

NexGen was $106M for 1,728 GPUs at an existing Tier III site

https://t.co/jluj6hOcRe

[USD.AI @USDai_Official]

The midterms won’t stop the AI buildout, but they will shift who gets financed.

Political risk for gigawatt GPU megadeals just went up. Oracle’s roughly 2.5 GW Project Jupiter has faced lawsuits and two state rejections of its gas pipeline. The roughly $18B of debt tied to it was reported trading at stressed levels.

The best risk-adjusted opportunity is now the Compute Middle Market: $25M to $500M deals.

[Nick Carpinito @0xMetaLight]

@pratikg Amazing! IOTA also runs Train at Home on Apple Silicon, unsure if this was trained on that network or the CUDA one

[Nick Carpinito @0xMetaLight]

The great PEARL debate of 2026

[MCG @MCGlive]

🔴 LIVE: Crypto Rebounds After Midterms | Nothing Ever Happens https://t.co/gAH1fd26lw

[Blockworks @Blockworks]

NEW: Our official @OpenAI plugin is now live. Here's how to get started:

1. Head to https://t.co/wgYeArawxY and claim your free $100 of credits
2. Connect to the Blockworks MCP
3. Let your imagination run wild

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[MCG @MCGlive]

Tomorrow on MCG🚨

MCG $PRL DEBATE with @brezshares and @immutablejacob

📅4th November, Wednesday
🕛12:30PM EST
📍Tune in here

Stream presented by @fomo and @MetaDAOProject