LatencyZero

Zero latency between AI and alpha. Crypto-native AI systems, agents & infra for builders! Free Newsletter ↓ | by @0xKaroshi

[LatencyZero @0xLatencyZero]

LatencyZero provides actionable steps to build with AI in Crypto, every weekend.

If you think you cannot do anything with AI, let us prove you wrong.

Subscribe to the FREE newsletter: https://t.co/4W6dSezCit

[LatencyZero @0xLatencyZero]

Over 10,000 holders on Backpack's tokenized SpaceX token alone (related coverage).

Ondo is shipping while competitors stay in waitlist mode.

Stay ahead of everyone on the latest from Crypto and AI, subscribe to the LatencyZero newsletter → https://t.co/wKSe1MMnlM

[LatencyZero @0xLatencyZero]

Ondo Global Markets (@OndoFinance) just added 173 tokenized stocks and ETFs in a single batch.

AI. Robotics. Quantum computing. Defense tech. BlackRock active ETFs.

430+ assets now live across Ethereum, Solana, and BNB Chain.

Here's the full deep dive 🧵👇

[LatencyZero @0xLatencyZero]

In the process of acquiring Oasis Pro (U.S. SEC-registered broker-dealer) to extend regulated infrastructure toward domestic U.S. access, suggesting current product is limited to non-US investors only.

No public disclosure on how much of the new 173-asset batch has been minted since announcement, raising questions about actual adoption velocity versus catalog expansion.

[LatencyZero @0xLatencyZero]

Two camps right now in AI × crypto:

Narrative tokens pricing in agent-economy hype
Utility tokens metered against actual compute consumption

Which side resolves first?

Zero latency between AI and alpha.
Subscribe to the FREE newsletter: https://t.co/4W6dSezCit

[LatencyZero @0xLatencyZero]

Most "AI × crypto" tokens are still narrative.

@MorpheusAIs ($MOR) lets you stake the token and pull actual GPU inference credits — OpenAI-compatible API, TEE-backed providers.

Fair launch. 42M hard cap. Zero VCs. ~30% of circulating supply already staked for real compute, not yield farming.

Here's the full deep dive 🧵

[LatencyZero @0xLatencyZero]

The bear case, stated plainly:

→ Slow social/marketing cadence — the team ships product faster than they explain it
→ 16 years of emissions ahead; supply unlock pressure is real
→ Inference demand depends on Smart Agent adoption — still early
→ Compute-quality risk if the TEE provider set thins out

Tech-first projects always fight the narrative tax.

[LatencyZero @0xLatencyZero]

Takeaway: MARA is proof crypto capital is reallocating toward compute infrastructure in real time.

Whether the thesis works depends on AI demand staying ahead of BTC price recovery.

[LatencyZero @0xLatencyZero]

A Bitcoin miner just sold $1.1B in BTC in 3 weeks and took a $1.26B loss in a single quarter.

Not capitulation. Strategic pivot.

@MARAHoldings liquidated 20,880 BTC in Q1 ($1.5B total) to retire 30% of convertible debt and fund a 505 MW power plant acquisition.

Here's the full deep dive 🧵

[LatencyZero @0xLatencyZero]

Bear case: $1.5B Bitcoin liquidation and $1.26B Q1 2026 loss expose vulnerability to BTC price volatility; revenue down 18% YoY to $175M amid lower Bitcoin prices; $45.9M restructuring charge and 15% workforce cut signal aggressive cost-out; unclear if AI pivot economics can support dual operations given $2.3B convertible debt and 2028 mid-year timeline for first 200 MW AI build-out.