Road Runner

Lets talk Crypto with Internet Computer $ICP.

[dom | icp @dominic_w]

Hello MULTI/DEX 🔥 Should DFINITY release the most powerful DeFi application the world has ever seen?

What's cool about it? Here are some factoids, the craziest at the end:
1. It runs on an ICP cloud engine (soon everyone can have one) and is 100% network resident and tamperproof.
2. It is genuinely multi-chain, with no bridging hassles for users (users can deposit straight into their accounts, and withdraw directly, from the native chains of tokens).
3. It is order book based, but also provides a traditional swap interface, which swaps arbitrary assets by routing across the underlying markets.
4. It supports both spot trading, and margin trading that lets traders go long and short with leverage.
5. It has an AMM (Automated Market Maker) that uses Internet Computer outcalls to determine outside prices, then delayed matching against AMM limit orders to prevent arbitrageurs draining liquidity, as can occur with traditional DEXs providing swaps.
6. The AMM maintains a unified liquidity vault, and doesn't need two liquidity pools for every trading pair, providing outstanding capital efficiency and liquidity compared with traditional DeFi systems.
7. Users can earn by depositing into the AMM Vault, and into an insurance pool that protects the vault from margin calls that fail to recover all capital (the insurance pool gets 5% of all liquidations).
8. MULTI/DEX runs on the decentralized Internet Computer network, and is 100% open source — unlike HyperLedger, say, which remains closed source, and has an single-purpose architecture closer to federated CEX hosted on a symmetric cluster of federated servers.
9. If we go ahead, we would propose that MULTI/DEX runs as part of the Internet Computer, in the sense it is controlled and updated by the NNS (The Internet Computer's Network Nervous System, the world's largest and most sophisticated DAO, which directly orchestrates and updates the network) providing unparalleled levels of autonomy, transparency, and security.
10.... and this is the BIG ONE... its backend is built using the latest Motoko language framework (soon to be released) that puts AI *inside* of its software. That means, in another seminal inventive step from DFINITY and Caffeine Labs technology teams, that AI can see, browse and query the realtime data inside the app/dapp's persistent memory and can create and execute ad hoc queries and update logic on-the-fly (subject to permissions). So, while for much of the time traders will be using the traditional UX shown in the pic, increasingly, they will be interacting with the exchange through AI chats that have the "Internet Computer Connector" MCP installed (soon to be released). On the one hand, traders will be able to use chat to ask for simple things, like current spot pricing and market depth, and the likely slippage on a spot market order, and for orders to be submitted, but on the other, for much more demanding things that require the AI to execute ad hoc functionality, such as "Look at my positions and margin pools, and rebalance them to give me more blended market exposure, while also adjusting for risks indicated by social media coverage of forthcoming market events, but wait for my approval of your plan before proceeding."

This is a lot to take in, so I'm aiming to get a new demo video out ASAP that will demonstrate what's possible with this AIware, which will include MULTI/DEX — should be about a week!!

Btw. for those wondering what might be the big picture beyond what I just described with MULTI/DEX: At DFINITY, we are in the process of transforming ourselves into an "agentic organization," where all our existing apps/SaaS is replaced by custom on-demand apps/SaaS running on cloud engines that are created and updated by AI. Of course, these on-demand apps/SaaS are being built using the new technology described that automatically puts AI inside and provides users with fluid functionality via chat. The totality of the apps/SaaS represents an enterprise "World Model," which incorporates as much of the enterprise's data as possible, enabling AI to perform incredibly powerful analyses and actions — when you see this is in action, you can't unsee what you saw, because it's clearly a huge leap beyond the status quo of today's tech, which is exactly what the Internet Computer project is about. This wraps up our new technology stack, created by leaning on unique aspects of "The Network is The Cloud" paradigm, and years of work, and what, together with cloud engines, will finally enable the Internet Computer to strike out into the massive mainstream cloud technology market.

[Cloud Foundation ☁️ @BobbyO_]

🔴 CAR RANT... THE CRYPTO SCAM IS IMPLODING IN REAL TIME

Everything is fake. Fake tech. Fake price action. Fake marketing. Fake influence fueled by bots.

People need to be put out of their misery. The delusion will not stop until total annihilation.

$ICP $CLOUD ☁️♾

[Pierre @PierreSamaties]

Just back from Paris 🇫🇷 after two great days with the @UNDP team and the Blockchain Advisory Group.

One perspective I shared: while token ledgers have driven the first wave of blockchain use cases, the real impact of the technology for public good will come from compute.

The combination of sovereign cloud infrastructure and AI is where things become transformative.

AI is becoming both the most powerful builder and the most capable attacker. At the same time, critical digital infrastructure is often dependent on foreign providers, with growing concerns around control, resilience, and data sovereignty.

Cloud Engines address this directly by enabling tamperproof, always-on, sovereign environments where AI can build and operate software. This is already taking shape with forward-looking governments like Pakistan @digitalauthpk and upcoming offering from the @swisssubnet Cloud Engines.

For governments, NGOs, and enterprises, this is not just an upgrade. It is a new foundation to secure an important lifeline of modern economies: compute.

Appreciation to the @UNDP_AltFinLab for convening and driving these important discussions at the intersection of governments, NGOs, and technology companies.

Looking forward to strengthening the collaboration with the UNDP team as well as contributing to the Advisory Group.

Stay tuned!

[Road Runner @4steph777]

@BobbyO_ Great video Bob 👏👍

[Fabio @Zero2HeroZombie]

Governments can now build secure, scalable, and AI-ready national infrastructure with $ICP ♾

Fast, cost efficient & Secure 🔐

[Evan Luthra @EvanLuthra]

🚨THE FBI CREATED A FAKE CRYPTOCURRENCY.. LISTED IT ON UNISWAP.. HIRED MARKET MAKERS TO PUMP IT.. THEN ARRESTED EVERYONE WHO SAID YES..

THIS IS THE CRAZIEST LAW ENFORCEMENT OPERATION IN CRYPTO HISTORY!!!

The FBI built an actual ERC-20 token on Ethereum called NexFundAI.. 100 billion token supply.. A professional website.. Whitepapers promising "passive income through AI-powered investing"..

It looked exactly like every other crypto project.. Because that was the point..

Undercover agents posed as the founding team.. Then reached out to professional market-making firms and said "we need you to fake our trading volume"..

Every single firm said yes..

Here's what they recorded..

Gotbit.. A firm run by a 26-year-old Russian who publicly bragged in 2019 that he built a business faking trade volumes.. His team kept internal spreadsheets with columns literally labeled "fake volume" vs "market volume"..

When asked how fast they could pump NexFundAI's volume to $1 million per day.. They said "6 hours.. It will cost about $200"..

$200 to fake $1 million in daily trading volume..

MyTrade.. Run by a guy who called himself "the mastermind".. He explained the exact psychology of the scam on camera..

"We make the chart look like a really nice roller coaster ride.. That's where people jump in.. We have to make them lose money in order to make profit"..

He said that on a recorded FBI video call..

CLS Global.. A Dubai-based firm.. Their bots generated 98% of NexFundAI's total trading volume.. When the FBI asked if they could sync fake volume spikes with fake news announcements.. They said absolutely..

ZM Quant.. Bots executing 10 to 20 trades per minute through dozens of wallets to look organic..

All of them knew it was fraud.. All of them did it anyway.. All of it was recorded..

And the clients were even worse..

Saitama.. A meme coin that hit $7.5 billion market cap.. The founders coordinated buys through private Telegram chats.. Sent "pump it" memes while manipulating the price.. Then dumped on retail investors..

$7.5 billion.. Built entirely on fake volume.. Every penny of real money came from retail investors who thought the momentum was organic..

One founder left Saitama and started Robo Inu.. Used Gotbit again.. Another launched VZZN.. Same playbook..

Lillian Finance.. Founder claimed to be a defense contractor who addressed Congress.. Marketed the token as funding children's hospitals.. Pocketed everything..

When the FBI shut it down.. They seized $25 million in one day.. 18 people indicted across the US, UK, and Portugal.. The CEO of Gotbit was arrested in Portugal and extradited.. Sentenced to 8 months plus $23 million forfeiture..

But here's the part that broke my brain..

Real people bought NexFundAI..

The FBI's fake token.. With zero utility.. Zero real developers.. Created solely to catch criminals.. Attracted real retail investors because the fake volume made the chart look bullish..

When the FBI pulled the liquidity to end the operation.. Those people lost real money.. On a government-issued token..

The FBI had to set up a restitution portal to pay them back..

And it gets worse..

Within 24 hours of the DOJ announcing the sting.. Someone cloned the FBI's exact smart contract.. Launched a copycat token.. Rode the viral momentum.. And made $127,000 in a single day..

Using the exact same manipulation tactics the FBI just arrested 18 people for..

Then in 2026.. The FBI did it again.. New token called Lexobit.. 10 more arrests.. Including operators extradited from Singapore..

IRS forensics showed that in one firm's trading.. 1,209 out of 1,221 consecutive transactions went straight back to wallets the firm controlled.. 99% circular..

The FBI proved what everyone in crypto suspected..

The volume is fake.. The charts are painted.. The momentum is manufactured..

And every time you buy a token because "the chart looks bullish".. You might be the exit liquidity.

[Cheeky Crypto @CheekyCrypto]

99% of People are MISSING This ICP Utility Shift

While the crowd is distracted by short-term price charts and meme coin hype, a massive utility shift is happening.

This video explores how sovereign nations and global enterprises are quietly moving sensitive data off the traditional grid to build national security infrastructure on the Internet Computer.

We transition from a legacy IT monopoly dominated by Silicon Valley to a world of sovereign cloud engines and trustless AI. By moving away from fragile firewalls toward tamper-proof canisters and decentralized subnets, the foundation of the new internet is being locked down right now. Witness the landmark events of 2026, including the Swiss subnet launch at Davos and Pakistan’s national identity project.

We break down the radical economic transformation of Mission 70, which slashed token inflation to move ICP into a utility-driven phase fueled by industrial-scale token burning. From chain fusion technology to on-chain AI models, learn why institutional interest from Bitwise and Grayscale is surging as digital energy becomes the new global currency.

Subscribe for more in-depth crypto breakdowns as we track this transition from consumer toys to enterprise reality. #ICP #InternetComputer #CryptoNews

[Road Runner @4steph777]

@dominic_w I`m an electrical eng. and let me tell you, it's just WOWWWWW, congrats, very impresive!!

[dom | icp @dominic_w]

Dear ICP community, the Internet Computer has now been running strong for 5 years 👏👏👏

Here is a celebratory preview of ICP "cloud engines," the sovereign frontier cloud technology the network shall soon provide from https://t.co/D5Dfj44BmO.

Main points:

— Cloud engines enable anyone to spin up their own sovereign frontier cloud. The technology involves an extraordinary inventive step, in which cloud is created from a mathematically secure network of nodes. The nodes run as part of the Internet Computer network (https://t.co/ptsshOm9nj) but are selected and configured by the cloud engine's owner.

— The frontier cloud provided by engines is strongly focused on enabling AI agents to build and update online applications and services for us. The world is changing fast, and nearly all new online apps and services are already being built with the help of AI, and thus cloud engines target the future of cloud.

— Software hosted on cloud engines is tamperproof, which means that it is immune to infrastructure hacks, because it runs inside a mathematically secure network protocol, rather than on computers directly. This means that AI agents, and those building with them, don't need to have a security team in the loop, or to trust someone else's security team. This is crucial, because in the future, non technical people will demand the freedom to build with full automation — where they just need to issue instructions to AI about what to build, and don't need to worry about anything or anyone else. Of course, apps and services running on engines are also vastly safer from the new breed of hacker being enabled by frontier AI.

(The cloud engines themselves are also "tamperproof." Even if a hacker gains physical access to some portion of a cloud engine's nodes, and can make arbitrary changes, the computations and data of the hosted apps and services cannot be corrupted or interrupted so long as the network's fault bounds aren't exceeded. The recent hack of Vercel, a major cloud platform, which gave hackers access to the apps it hosted, provides additional perspective on the importance of this advantage.)

— Software hosted on cloud engines is guaranteed to run, so long as a sufficient number of the engine's nodes are running. This means that AI can build applications and services without the need to have a human systems admin team constantly tinkering with the underlying platform to keep it running, which is again crucial, because in the future, non technical people will expect the freedom to use AI to build without the support of others.

— New frontier programming language technology, in the form of the Motoko language developed by Caffeine Labs, leverages seminal "orthogonal persistence" technology that unifies program logic and data to deliver further unlocks for AI (Motoko is the first computer language being developed that targets agents that are writing software rather than humans engineers per se). Nowadays, AI can build and update production apps at a prodigious rate, even at the speed of conversation. But it can also make mistakes, and there's a risk that an update it creates might be "lossy" in the sense it causes some transformed data to be lost. Again, in this new world, it's both undesirable and impractical for everyone to have to have a systems admin team on-hand to detect lossy updates and roll them back, but Motoko provides a solution: it can detect new software updates are lossy before they are applied, reducing potentially catastrophic errors by AI to harmless coding retries.

— Software hosted on cloud engines is "serverless" but unlike traditional serverless software, directly it directly incorporates data through "orthogonal persistence." Another key purpose is simplify backend software logic and fuel the modeling power of AI by increasing abstraction (sorry for the technical language!!!). Put simply, this enables AI to produce more sophisticated backends, faster, and at dramatically lower costs, as measured by the number AI API tokens consumed during coding. (Tip for the technical: orthogonal persistence is a new paradigm where "the program is the database," and data lives inside program variables, which is possible because it's as if hosted software runs forever in persistent memory).

— An expanding database of skills at https://t.co/lloVYiGYs8 shall make it possible to develop and directly deploy apps and services to your cloud engines directly from Claude Code, Perplexity, Codex and other AI platforms. Further, your account on https://t.co/IfQrVovF3L can be connected, so that new apps and updates created through conversation automatically appear hosted from your cloud engine. In the future, R&D is going to be very seamless. You converse with AI, and your secure and unstoppable apps or services are created or updated. Cloud engines are designed to directly support this "self-writing cloud" future where we can work hands-free.

— Tech sovereignty is becoming a huge issue worldwide, with governments and corporations seeking to create sovereign tech stacks owing to geopolitical tensions. Increasingly, people are realizing that tech provided by foreign nations can come with hidden backdoors and kills switches, from the base platform, right up through hosted apps and services. ICP technology is open source, and those building on ICP using AI own their own source code. When you have the source code, you can verify that there are no backdoors, and when you own the source code thanks to AI, you can update it at will, freeing you from vendor lock-in. But cloud engines take sovereignty much further...

— You create a cloud engine by selecting the nodes that will be combined. You can choose the class of nodes used, and their number, but more importantly, you can choose who operates the nodes, and where they are located. Almost any configuration is possible, because the Internet Computer scales the security privileges afforded to hosted software within the network according to configuration (software hosted on cloud engines can directly interoperate with software on other engines and traditional subnets, but base restrictions are applied according to security rules). A cloud engine can be created within a region such as Europe, to comply with regs such as GDPR, or completely within a sovereign state like Switzerland or Pakistan. But cloud engines go further still...

— Sovereignty is also about freedom from vendor lock-in. Cloud engines are essentially ICP (Internet Computer Protocol) network configurations, and this means the underlying compute nodes they combine can be swapped out without interrupting their hosted apps and services. This is a big deal. In addition, cloud engines now support nodes that are instances running on Big Tech's clouds, in addition to nodes that are dedicated specialized hardware, as per the Gen I and Gen II nodes that dominate the Internet Computer today. For example, it is possible to have an engine running across different AWS data centers, say, and then reconfigure the engine to run across a mixture of AWS, Google, Azure and Hetzner for even more resilience, without the users of hosted apps and services noticing a thing. That's true freedom.

— Sovereign AI is becoming increasingly important too, and cloud engines allow special "AI nodes" to be added to them, so that hosted software can perform inference on hardware provisioned by the owner from a location the owner has selected. Even though the AI nodes are only accessible within the cloud engine, they can still benefit from the forthcoming Internet Intelligence Gateway (IG), which will make it possible to validate inference performed on key frontier open weights LLMs, even when the inference is performed on completely independent AI clouds. When the results of inference are received, this technology can verify that neither the prompt+context (input) nor the inference result (output) have been modified, and that the results were produced by the precise LLM expected. This ensures that AI clouds don't cheat by running inference on cheaper models than are being paid for, and bad actors aren't modifying the inputs or outputs to surreptitiously insert advertising into results, say, or change facts, or insert malware when code is being generated. What's super cool about this technology is the cost of the verification is scalable. A very valuable additional security can be achieved with only 1-2% of extra cost.

— Scaling apps and services when they hit capacity limits is another thorny problem that cloud engines help the world address. Engines make scaling possible without rewriting or reconfiguring software. The query workload capacity of hosted software can be horizontally scaled simply by adding new nodes to an engine, and nodes can also be added in geographical proximity to demand. Meanwhile, update workload capacity can first be scaled-up by swapping an engine's nodes out for the next class up, and then when no larger class of node is available, horizontally scaled-out by "splitting" the engine into two, which doubles available capacity. (Technical tip: horizontally scaling update capacity by splitting engines requires multi-canister architectures).

— For those who have been following how Caffeine builds apps that can efficiently store large numbers of files, I should mention that apps built on cloud engines will also support the new ICP Blob Storage cloud network (since cloud engines currently have up to about 3 TB of memory, which apps storing large amounts of files can easily exceed). We are also working on allowing blob storage nodes to be added to cloud engines, to enable sovereign mass blob storage within an engine, similarly to how AI nodes can be added currently.

— Lastly, but certainly not least, I should mention that cloud engines are multi-blockchain capable, and ready for digital assets, thanks to the clever math at their core. For example, an e-commerce service built on a cloud engine can securely accept and custody stablecoin payments, or a multi-chain DEX could be hosted. Further, engines can support software autonomy (software orchestrated and controlled by other autonomous software, in a decentralized way) and can themselves be orchestrated by SNS technology, and thus run autonomously too.

Today, though, the focus is on *mainstream* cloud. This year, the cloud industry will generate approximately one trillion dollars in revenue. That number is already huge, but is expected to grow to two trillion dollars by 2030.

After years of continuous development, which have seen more than $500m spent on R&D, the Internet Computer network is now tacking directly toward this mainstream cloud market with cloud engine technology.

In their first version, cloud engines are not meant to be a cloud panacea. For example, currently they are not ideal for working with big data. You should use something like DataBricks for that.

Cloud engines are carefully targeted at enabling AI to produce traditional online applications and services, including SaaS, in a safer and more productive way, which represents a new market segment with tremendous potential. Of course, DFINITY will continue to work relentlessly to push forward ICP's capabilities, so expect further developments.

It's worth mentioning that this cloud segment isn't just about creating new apps and services using AI, it's also about replacing legacy systems and apps built on super expensive SaaS services. Caffeine Labs is working to produce technology (Caffeine Snorkel) that can study an enterprise's legacy systems and app built on SaaS, create replacement systems and apps, and migrate the data, while supporting key stakeholders through the process over email and chat, with full automation. Thus the legacy systems and SaaS markets shall also be addressed by cloud engines.

Zooming out, and reasoning in a more metaphysical way, we believe, as we always have, that there is room for a new kind of cloud created by mathematical networks, that provides seminal advances in the fields of security and resilience, as well as true sovereignty and freedom from lock-in. That this same technology, with the help of additional technologies like orthogonal persistence and Motoko, enables AI to build for us without the need for so much oversight, and to create more backend sophistication while consuming fewer AI API tokens, enables ICP to bring game-changing advances to the world.

Cloud engines will work synergistically with the Intelligence Gateway, which will enable apps and services running on engines to seamlessly leverage AI, wherever that AI is running, while providing verifiability at extremely low cost for open weights frontier models.

We believe that cloud engines represent an inflection point in the storied history of the Internet Computer project, and I'm very proud to be sharing the details with you on the network's fifth birthday 💪

I'll be back with more news soon!!

[dom | icp @dominic_w]

For more than 10 yrs, I've worked on "frontier compute." I've worked on this since the "world computer" vision was first mooted.

Nowadays, the terms "crypto," "web3" and "blockchain" are inextricably linked to speculative assets. But this is 1 niche application of the tech. 🧵

[X2 @X2worldtech]

I genuinely believe the next MULTI-BILLION-DOLLAR COIN in crypto is coming soon.

Not a meme.
Not a gamble.
A revolution.

The NVIDIA of crypto.
A coin that drags the entire market vertical.
Just like NVIDIA took the S&P 500 to new highs.

A coin that runs from $0 -> $500B in months.
A coin that fuses AI + Crypto into one unstoppable force.

I don’t know its name yet,
but I can feel it.

Just like $LUNA hit $100B last cycle,
this time it’ll be an AI coin leading the next era.

And when it runs, it won’t stop.
It will take crypto to new heights.
It’ll redefine history.

I bet on $ICP as the World Computer crypto software stack

The thing about Internet Computer is not hype, not narrative, not “next ETH” talk.

It’s architecture.

While most chains focus on token logic and outsource everything else, ICP flips the model. The full stack lives on-chain — backend, frontend, data, identity. Not theoretical, not “soon”, but already running.

That changes the game.

Because once software itself becomes a smart contract — not just the financial layer — you remove the dependency on centralized infrastructure. No AWS, no traditional cloud choke points, no gatekeepers. Code is served directly from the protocol. Deterministic, tamper-resistant, cryptographically secured end-to-end.

That’s not incremental. That’s a different category.

Developers don’t just deploy tokens — they deploy full applications. Native web apps, running from the blockchain, with direct user interaction. No bridges, no wrappers, no fake decentralization layers.

And this is where your AI point actually hits:

AI lowers the barrier to creation → ICP removes the barrier to deployment.

Anyone who can think + prompt + iterate can ship software that is:
•globally accessible
•censorship-resistant
•monetizable by design

Not by plugging into Web2 rails — but by default within the protocol.

Cycles instead of gas abstractions. Reverse gas model. Users don’t need wallets just to interact. That’s UX solving a real bottleneck, not just theory.

And identity matters here:
Internet Identity removes passwords, replaces them with cryptographic authentication tied to devices. Native, seamless, no friction. That’s infrastructure solving real-world problems.

Interoperability isn’t ignored either:
Direct integration paths with Bitcoin and Ethereum — not via wrapped assets, but protocol-level interactions. That’s how you extend ecosystems without fragmenting liquidity or trust.

So fundamentally, ICP is not trying to be:
“another chain”

It’s trying to be:
the environment where software lives.

⸻

And here’s the uncomfortable truth:

Most projects tokenize ideas.

ICP tokenizes execution.

⸻

If AI continues its exponential curve — speed, cost, output quality — then the bottleneck becomes:
Where does that software live?
Who controls it?
Who captures the value?

If the answer is still Big Tech clouds, nothing changes.

If the answer is fully on-chain infrastructure,
then yeah — things get interesting.

Not because of hype.

Because the stack actually allows it.

[dom | icp @dominic_w]

It's gone live 🔥🚀 and it's just going to get better from here!! Next up, ICP cloud engines, a few weeks out, which will unleash the ultimate secure sovereign platform for agentic builds. The self-writing cloud revolution is coming.

[dom | icp @dominic_w]

Caffeine v3.0 ☕️, Tuesday, April 7th
https://t.co/IfQrVovF3L

A new era begins on ICP in a few days. A huge Caffeine upgrade will take place. This is about more than the new features it packs: what can be built on the Internet Computer through chat alone shall advance by a quantum leap.

It will blow your mind, because you can go so much further: those wanting to build apps and services on self-writing cloud, where every technical task is automated and directed by natural language interaction, may rationally decide that the Internet Computer is the place to be thanks to the work of Caffeine Labs.

But, stunning as the v3.0 advance is, this only marks the beginning of a new beginning for ICP. Caffeine is just getting started, and will be joined by other major advances unfolding in the ICP ecosystem. Several things are coming together:

1) The architecture that powers Caffeine v3.0 will ensure it continues to grow more powerful as time goes on. We expect that it will be possible for non-technical people to build almost anything on the Internet Computer in the future. Eventually special features like "Caffeine Snorkel" will also make it possible to auto-migrate legacy apps and services to the Internet Computer.

2) For the first time, Caffeine will allow all users to publish the App Market, so that other users can install copies of their apps, and if they want, remix them, since apps from the market are mutable and can be changed as needed. This is important change will be followed by the activation of monetization features, which will kickstart a new open source onchain economy based around the AI-driven development of re-usable apps and services.

3) Caffeine apps use ICP Blob Storage (which is currently exclusively available to Caffeine owing to its ongoing development) to maintain copies of files and binary large objects. Coming advances will enable Caffeine apps to store data at the world's best $/GB — making the Caffeine the perfect plartform to use to build apps that must store and share large amounts of data (for example, for a photo sharing app, or a team communications platform where video meetings are routinely recorded and archived).

4) Caffeine will soon be joined by new ICP "cloud engine" functionality, and then, the Internet Intelligence Network (IIN) — two new parts of the Internet Computer. Cloud engines will provide enterprise users with much more control over how the Internet Computer hosts their apps and services. IIN will provide everyone with access to inference on open weights models at lower cost than is possible today (for example allowing a business to create an e-commerce website on the Internet Computer where every customer can be helped through product exploration by AI, without worrying about the cost).

5) Cloud engines, which are essentially private subnets that can be controlled via a control panel, enable the Internet Computer to provide a cloud experience that feels more familiar to prosumers and enterprises used to centralized clouds. Users will be able to select the nodes combined to power their cloud engines, and nodes can include cloud-on-cloud nodes, such as AWS instances, as well as traditional sovereign node hardware. These nodes can be chosen to match precise throughput needs, or regulatory requirements (e.g. GDPR). The Internet Computer is thus transforming into a mass market cloud solution.

6) Powerful additional advantages of cloud engines include a) since they are essentally Internet Computer subnets, as usual hosted apps and services are tamperproof and unstoppable, and don't require support by security and systems administration personnel, b) hosted apps can have their query throughput auto-scaled horizontally by adding nodes, which can be located in proximity to demand, and can have ther update throughput auto-scaled by splitting the engines — enabling auto-scaling where software does not have to be updated — and c) owners can traverse underlying compute vendors and geographies and jurisdictions, simply by adding and deleting nodes, which can be done without interrupting hosted apps.

7) The Internet Intelligence Network is an extension to the Internet Computer that we plan to propose to the NNS soon (which I have mentioned before). This will be powered by community-operated hardware devices, which crucially, in combination with new technology we are developing, shall shall facilitate provision of lower per-token inference costs than AI clouds can currently achieve within targeted market segments (low costs that are derived from the technology involved, in contrast to certain contemporary decentralized GPU networks that use token appreciation to drive unsustainable subsidization flywheels).

8) A key unique additional aspect of IIN is that inference is verifiable, just like onchain compute — that is, those supplying prompts and context will know that their results are correct, and shall not have to trust that the IIN nodes powering inference haven't changed their results (for example, by inserting advertising, or malicious content). The strength of the verification is configurable. In the default mode, there will be no discernible difference in cost or performance/time thanks to the techniques developed. In higher security modes, useful for special high-security purposes, verification cost will scale linearly with every node checking the inference, while the hit to performance/time remains very small. (Note that because inference is non-deterministic, inference verification is technically challenging and novel, and will advance the state-of-the-art).

In all, v3.0 is part of the Internet Computer's march towards the mainstream cloud market, which is predicted to generate $1 trillion in revenue in 2026, and $2 trillion in 2030.

While we see the Internet Computer as a revolutionary decentralized cloud platform, rather than a network beloning to the web3 industry per se, we note that after tokens (Bitcoin), and DeFi (Ethereum), onchain cloud is the first new decentralized network functionality to unlock mass market potential — and it's happeing exclusively on the Internet Computer, which is by far the most technologically advanced network the world has ever seen.

ICP is advancing to define an important new cloud sector, where the network is the cloud, and the cloud is self-writing.

[Alex (BCP) @BlockchainPill]

Jerry is back with bullish $ICP videos

Send it 🔥

https://t.co/jnypC3KOfZ

[Cloud Foundation ☁️ @BobbyO_]

🔴 WHY ICP IS THE BIGGEST INVESTMENT OPPORTUNITY ON EARTH

A high level overview of how ICP offers solutions for cybercrime, AI, sovereign cloud, and more

@ptj_official @BillAckman @Carl_C_Icahn @RayDalio @elonmusk @CathieDWood @Ritholtz @JTLonsdale @chamath @rabois @naval @HowardMarksBook @GSpier @TimDraper @mcuban @richardbranson @vkhosla @SteveCase @garyvee @kevinolearytv @PeterDiamandis @PalmerLuckey @Alwaleed_Talal @TechCrunch @VentureBeat @crunchbasenews @ForbesTech @Entrepreneur @Inc @techreview @FortuneMagazine @CIOonline @business @markets

A Cloud Foundation Production ☁️📽️

$ICP $CLOUD ☁️♾

[Thomas Cocirta @ThomasCocirta]

I applied @tonyseba 's S-curve disruption framework to #ICP.
Here's what I found:
(Falsifiable: $100 by Dec 2026, $1,000 by end-2028.)

@dominic_w @PierreSamaties @BobbyO_

ICP Long-Term Valuation Model: $20,000 by 2036

This analysis projects the Internet Computer Protocol (ICP) reaching $20,000 per token by 2036 based on S-curve adoption theory, protocol economics, and real-world asset tokenization trends.
Key milestones: $100 by December 2026, $10,000 inflection mid-2030, $20,000 asymptote 2036.

Framework
S-Curve Adoption
Technology adoption cycles compress over time:
- electricity 50 years,
- personal computers 16 years,
- smartphones 5 years,
- AI 3 years.

ICP's projected 8-10 year S-curve (2026-2036) reflects instant software distribution tempered by enterprise compliance cycles.
Protocol-layer technologies (TCP/IP, HTTP) exhibit winner-take-most dynamics.

Crypto Comparisons
Ethereum's trajectory provides the benchmark: 40x in 23 months (2016-2017), 24x in DeFi phase (2020-2021).
ICP's December 2026 target ($100 = 42x in 9 months).
Post-2027, ICP decouples from Bitcoin

Protocol Positioning
ICP parallels HTTP/WWW (1991), not Ethereum. (Tim Berners-Lee created a protocol layer on top of TCP/IP infrastructure.)

When ICP runs on AWS/Google Cloud/Azure - adds a value-capture protocol layer above commodity cloud.
ICP is infrastructure for a world computer.

Three-Token Thesis
Premise: Crypto consolidates into three functional layers:
1. Bitcoin - Digital gold/store of value (50% of $15T mature market = $7.5T)
2. Ethereum - DeFi settlement (20% = $3T)
3. ICP - Everything else: RWA, machines, AI, apps (30% = $4.5T)

Evidence:
- Network effects favor winner-take-most.
- Institutional investors prefer 3-5 core assets over diversification.
- Developer ecosystems consolidate
- Internet protocols consolidated to TCP/IP + HTTP; alternatives extinct by mid-1990s.

ICP Monopoly Capabilities

1. Agent Payment Rails
- AI agents (ChatGPT, AutoGPT) cannot transact autonomously - humans authorize payments.
- ICP canisters have built-in wallets enabling agent transactions without intervention.
- Ethereum gas fees ($5-50) prohibit microtransactions.
- Solana lacks native AI hosting.
- Big cloud providers lack crypto integration.

No competing solution exists.

2. Machine Economy Infrastructure
Devices transacting autonomously (IoT, drones, robotaxis) require sub-cent costs (ICP: $0.0001-0.001 vs ETH: $5-50), permanent on-chain storage, device identity systems, and reverse gas (service pays, not users).
Ethereum L2s are limited to transactions only - cannot host full applications with storage/compute at IoT scale.

ICP is the only credible billion-device infrastructure.

3. AI + Data Co-location
Current paradigm: AI on centralized servers (OpenAI), data separately (AWS), contracts elsewhere (Ethereum).
ICP uniqueness: AI inference executes inside canisters alongside encrypted data with sub-second finality, protocol-enforced.

No blockchain supports native AI execution.
Big cloud (AWS SageMaker) lacks trustless guarantees.
Monopoly for privacy-preserving AI.

Caffeine AI
DFINITY's Caffeine AI: users describe applications in natural language, AI generates and deploys complete dApps directly to ICP.
Unlike coding tools that only generate code, Caffeine deploys to production - democratizing blockchain development, accelerating ecosystem through mass builder expansion.

$20,000 Asymptote Calculation

Four independent models, weighted by confidence:

1. Market Cap Parity (30%): $15T total crypto × 30% ICP share = $4.5T ÷ 550M tokens = $8,182

2. Transaction Capture (25%): $24T annual volume (RWA $16T + machines $5T + apps $3T) × 0.4% protocol fee = $96B × 12x multiple = $1.15T ÷ 550M = $2,091

3. Network Effects (20%): 5B devices + 500M canisters by 2035.
Metcalfe's Law = $18T ÷ 550M = $32,727

4. Velocity Model (25%): $10T settlement ÷ 5 velocity = $2T ÷ 550M = $3,636

Blended: ($8,182×0.30) + ($2,091×0.25) + ($32,727×0.20) + ($3,636×0.25) = $10,432

RWA Premium: $16T RWA opportunity.
ICP advantages justify 1.5-2x multiplier. $10,432 × 2 = $20,864.

Model asymptote: $20,000.

Triggers & Conditions
2026 convergence required:
1. ✅ GENIUS Act (signed July 2025) - AI framework
2. ⏳ Clarity Act (75% probability) - stablecoin rules
3. ⏳ Iran resolution - geopolitical stability
4. ⏳ Ukraine ceasefire - energy certainty
5. ⏳ ICP/SOL +20% - infrastructure rotation signal
6. ⏳ Crypto +20-30% (BTC $110-120k)
7. ⏳ Fed cut 0.5%

Probability: 5-6 triggers by Sept 2026 = 60% (base case).
Delays shift S-curve timing, not destination.

Mission 70: DFINITY
- Supply reduction (44%): lower rewards, shorter staking.
- Demand burn (26%): cycle consumption.

If demand > 3%, ICP becomes deflationary like Ethereum post-Merge

Risks
High confidence (75-90%): S-curve pattern, ICP differentiation, regulatory clarity 2027.
Medium confidence (50-70%): 3-token thesis, $16T RWA by 2030, no superior L1 emerging.
Low confidence (30-50%): Exact trigger timing, monopoly across all verticals, $20k precision (range $10k-$30k).

Scenarios:
Conservative ($5k) - 10% machine economy capture, fragmented markets.
Base ($20k) - dominance in 2-3 verticals.
Bull ($50k+) - monopoly all categories, $10T+ machine economy.

Excluded: Regulatory ban, protocol exploit, financial crisis, quantum computing, superior L1.
S-curve valid with delays; asymptote = equilibrium not peak.

Conclusion

$20,000 = calculated equilibrium for ICP capturing 30% of $15T crypto via RWA, machines, AI.
Question: will machine economies and RWA materialize?
If yes, ICP's unique capabilities position it as default infrastructure.

FALSIFIABLES: Failure to reach $100 Dec 2026 or $1,000 end-2028 invalidates model.

Disclaimer: Theoretical framework, not investment advice. Extreme volatility risk.
Projections >24 months have high uncertainty.

[Road Runner @4steph777]

@Zero2HeroZombie Good catch Fabio, thanks a lot ☀️😎

[Pierre @PierreSamaties]

⚠️ DFINITY did not submit the motion proposal 140600 about Mission 70!

[Road Runner @4steph777]

@OWHistory Try to follow…. First step was to bring nodes on line on Swiss territory, 2nd DFinity has to release the Cloud Engine, 3rd release V3 of caffeine

[Road Runner @4steph777]

@ThecgCF Best blockchain out there #ICP