After we shut down the $CAPU stake feature for daily inference on OpenCAP, many users asked us about an exit way for CAPU.
For users who bought $CAP and minted CAPU from the contract: whatever rate you used to buy CAP and mint CAPU, you will get back the exact amount of CAP you minted when you unstake and burn your CAPU.
For users who bought CAPU directly from the market, you can only sell on the CAPU LP. The CAPU price moved after some users market sold CAPU on the LP, so we added $5000 more liquidity into the LP: $3000 as WETH in CAPU-WETH and $2000 as CAP in CAPU-CAP, so you can exit your CAPU.
We are sorry to end the yield for CAPU daily inference, but after running it for half a year, we realized this feature was not bringing profit to the project, and keeping it would make the project's finances unhealthy. That is why we are ending this feature.
Instead, we will focus our resources on more helpful features and capture more value for the CAP token.
Once again, thank you for your understanding.
An update on CAPU and daily Inference Credit
Effective 2026/10/27, 00:00 UTC, we're pausing $CAPU minting and CAPU staking for daily Inference Credit on Capminal.
We want to be direct about why.
The $1/day of inference per staked CAPU runs on a discounted inference supply. That supply has run into problems on the provider side. Right now we don't have a replacement that keeps the program's cost sustainable. We'd rather pause now than run something that breaks later.
Here's exactly what changes and what doesn't.
What's paused:
• Minting new CAPU
• Staking CAPU
• The $1/day Inference Credit per staked CAPU
That last one is the only thing on OpenCAP that stops. Everything else keeps running.
What still works:
1. You can fully exit at your own rate.
> Unstake CAPU (1-day cooldown) → burn CAPU to unlock your sCAP → unstake sCAP (7-day unbonding) → receive your CAP.
> Burning returns sCAP at your original lock ratio, not today's mint price, and the pause doesn't change that. Your principal is right where you left it.
2. CAP staking and $CAP rewards continue as normal.
Stake CAP, hold sCAP, earn CAP rewards and claim them anytime. Stakers still get monthly reward by CAP token.
3. The OpenCAP LLM Gateway stays fully live.
If you top up USDC on OpenCAP, nothing changes for you. It's the same gateway and the same API. Pay-as-you-go inference isn't affected.
In one line: the only thing we're switching off is the daily $1 inference allowance per staked CAPU. The gateway, CAP staking, CAP rewards, and your ability to get your CAP back all stay on.
If you hold staked CAPU today and want your CAP back, the path is:
> Unstake CAPU → wait 1 day → Burn CAPU → Unstake sCAP → wait 7 days → Receive CAP
> Or just sell CAPU on open market (take care of slippage)
Looking back: CAPU staking has been live for 6 months. In that time it delivered $46.8k of inference to our users, paid for by the protocol, with no one selling a single CAP to get it. We're proud of that number. It showed that "stake capital, mint compute" works in practice, not just in a whitepaper.
We know many of you minted CAPU specifically for the daily credit, and this isn't the update anyone wanted. We still believe compute as an asset is the right direction. But the economics have to work on the supply side too. We'll keep looking for an inference source and a cost structure that make the model sustainable. When we have one we can stand behind, we'll share an update. Until then, we won't put a date on it.
Thanks for building with us. 🫡
Claude Fable 5.2 is here 🔥
• 69.9% on FrontierSWE v2 (Fable 5.1: 56.3%)
• 1M context, 128K output
• 20% cheaper: $8/M input, $40/M output
• Better at long multi-repo coding and agent work
Now live on OpenCAP at the same $8/$40. One API key, OpenAI-compatible.
Model: claude-fable-5.2
Try it today 👉 https://t.co/BepaYqOV8g
450K $CAP rewards just landed in CAP Staking for November 🔥
That's ~6.1% APR paid in $CAP to sCAP stakers, streaming every second until Nov 30.
Stake now and start earning 👇
https://t.co/QXnLbkS6rk
450K $CAP rewards just landed in CAP Staking for November 🔥
That's ~6.1% APR paid in $CAP to sCAP stakers, streaming every second until Nov 30.
Stake now and start earning 👇
https://t.co/QXnLbkS6rk
Gemini 3.8 Flash is live on OpenCAP ⚙️
> 1M context, 64k output, low/medium/high thinking
> 54.9% HLE-Verified, made for long-horizon agentic coding
> $0.91 in / $4.54 out per 1M tokens
> One OpenAI-compatible API: swap the model ID and ship today.
Try it now on OpenCAP: https://t.co/BepaYqOV8g
@SMorris65284368 If you mint CAPU by staking CAP > sCAP, you need to unstake CAPU first then burn CAPU to get back sCAP then unstake sCAP to get back CAP. Read the docs for more detail: https://t.co/qR52bxw1ZS
An update on CAPU and daily Inference Credit
Effective 2026/10/27, 00:00 UTC, we're pausing $CAPU minting and CAPU staking for daily Inference Credit on Capminal.
We want to be direct about why.
The $1/day of inference per staked CAPU runs on a discounted inference supply. That supply has run into problems on the provider side. Right now we don't have a replacement that keeps the program's cost sustainable. We'd rather pause now than run something that breaks later.
Here's exactly what changes and what doesn't.
What's paused:
• Minting new CAPU
• Staking CAPU
• The $1/day Inference Credit per staked CAPU
That last one is the only thing on OpenCAP that stops. Everything else keeps running.
What still works:
1. You can fully exit at your own rate.
> Unstake CAPU (1-day cooldown) → burn CAPU to unlock your sCAP → unstake sCAP (7-day unbonding) → receive your CAP.
> Burning returns sCAP at your original lock ratio, not today's mint price, and the pause doesn't change that. Your principal is right where you left it.
2. CAP staking and $CAP rewards continue as normal.
Stake CAP, hold sCAP, earn CAP rewards and claim them anytime. Stakers still get monthly reward by CAP token.
3. The OpenCAP LLM Gateway stays fully live.
If you top up USDC on OpenCAP, nothing changes for you. It's the same gateway and the same API. Pay-as-you-go inference isn't affected.
In one line: the only thing we're switching off is the daily $1 inference allowance per staked CAPU. The gateway, CAP staking, CAP rewards, and your ability to get your CAP back all stay on.
If you hold staked CAPU today and want your CAP back, the path is:
> Unstake CAPU → wait 1 day → Burn CAPU → Unstake sCAP → wait 7 days → Receive CAP
> Or just sell CAPU on open market (take care of slippage)
Looking back: CAPU staking has been live for 6 months. In that time it delivered $46.8k of inference to our users, paid for by the protocol, with no one selling a single CAP to get it. We're proud of that number. It showed that "stake capital, mint compute" works in practice, not just in a whitepaper.
We know many of you minted CAPU specifically for the daily credit, and this isn't the update anyone wanted. We still believe compute as an asset is the right direction. But the economics have to work on the supply side too. We'll keep looking for an inference source and a cost structure that make the model sustainable. When we have one we can stand behind, we'll share an update. Until then, we won't put a date on it.
Thanks for building with us. 🫡
Gemini 4 Argon is live on OpenCAP 🟪
The numbers:
• 1,048,576-token unified context (input + thinking + output share it)
• Up to 1M output tokens with long decode
• 77.9% on DeepSWE v1.1 (SOTA)
• 68.9% on the Vals Index
• $2/$10 per 1M tokens, intro rate through Nov 30
The output ceiling is the real story: one trajectory can plan, write, test and fix without a harness stitching it back together.
Go build → https://t.co/BepaYqOV8g
🌙 kimi-k3.1-pro from @Kimi_Moonshot is now available on OpenCAP🟪
🔹 2.8T total / 104B active params (MoE)
🔹 1M-token context window
🔹 Multimodal input: text, image, video
🔹 Built for long-horizon coding, agentic workflows and financial research
🔹 Open-weight, post-trained from Kimi K3
Big brain, small active footprint. Try it on OpenCAP today
👉 https://t.co/BepaYqOV8g
🌙 kimi-k3.1-pro from @Kimi_Moonshot is now available on OpenCAP🟪
🔹 2.8T total / 104B active params (MoE)
🔹 1M-token context window
🔹 Multimodal input: text, image, video
🔹 Built for long-horizon coding, agentic workflows and financial research
🔹 Open-weight, post-trained from Kimi K3
Big brain, small active footprint. Try it on OpenCAP today
👉 https://t.co/BepaYqOV8g
👉 An Update on Capminal’s Agentic Wallet:
Today we’re announcing a difficult but necessary decision: Capminal is winding down its agentic wallet product.
Over the past year we set out to build an AI agent that could hold funds, execute swaps, run DCA and TWAP strategies, and act autonomously on-chain on behalf of its user. We shipped a lot of it.
What we did not find was product-market fit, the usage never reached the depth or retention that would justify continuing to carry a product of this complexity and risk surface.
👉 What Capminal continues to operate:
Capminal remains focused on two lines of business going forward:
■ OpenCAP LLM Gateway — our inference gateway and developer-facing API.
■ Virtuals ACP services — our agent-to-agent commerce offerings on the Agent Commerce Protocol.
Both are actively maintained and continue to receive engineering investment.
👉 Timeline and what you need to do:
We will keep the agentic wallet infrastructure running for one month from this announcement. During that window:
■ Move your funds out of your Capminal agentic wallet, starting today. Do not wait until the final days.
■ If your Capminal wallet is the owner of any token you deployed through us, you can transfer owner to external wallet you control.
The hard deadline for both actions is 25 November 2026.
After that date, the agentic wallet, the Captain Dackie account on X, and the Telegram client will all be shut down. Any assets or ownership rights still held by a Capminal agentic wallet after the deadline may become permanently inaccessible.
Thank you to everyone who tested, used, and gave us feedback on this product. We’re carrying those lessons into what we build next.
How much inference runs on @base
Inference on Base now runs into trillions of tokens a month, and the private side keeps growing fastest.
- @AskVenice tops 5M users and keeps model access anonymous.
- @AskSurplus handles 4.7T tokens in 30 days, across 91M paid API requests and $1M+ in buyer savings.
- @OpenGradient just had its fastest week: 3.6B tokens and 160K+ new requests, taking it past 1.25M private inferences and 17.1B tokens total.
- @usedotai's Dot processes 20.4B tokens a month, with 6.6K+ daily free users, 287 paid subscribers and $163K+ in annualized subscriptions.
More of the stack is building around inference:
- @Capminal turns 1 CAPU into $1 of daily inference for your agents.
- @BlockRunAI serves 76 models from 9 providers through one endpoint, with $800K in USDC settled by Base agents, paid per call.
- @AntSeed opens 700+ models on a self-hosted gateway, with a budget for each app, agent or person.
- @bankrbot adds Gemini 4 Argon to its LLM gateway, with 1M context, one key and payment in any crypto.
- @vapi_network serves The Graph's 22 data sources at 0.01 USDC per question.
- @zeroclick sells a weather forecast for $0.0002.
- @openservai inference requests are up 30% month over month, with new users up 244%.
- @MonidHQ connects agents to 2,000+ tools and charges 0% markup on each call.
- @virtuals_io has private agent payments live, with VEX, Warden and Otto trading perps and tokenized stocks through it.
- @PRXVTai routes private px402 payments for agents.
Trillions of tokens a month, and every one settles on Base.
OpenCAP LLM Gateway is still handling around 15K requests daily, processing roughly 1B input/output tokens.
Follow our real-time metrics here: https://t.co/fsOQ7Xa4x3
If you didn’t know, 1 CAPU = $1 in daily inference credits.🟪
Stake $CAP, mint $CAPU. Two yield streams from one position.
📈 CAP staking reward: now 6.75% APR
⚡ Daily inference credit from CAPU: now 60.71% APR
Your CAP works while you sleep, and your CAPU turns into inference credits for the agents you build. Stake once, mint CAPU, and let the daily credits compound.
Builders, holders, and curious degens: this is the time to join the community and stake.
👉 https://t.co/eFNp6WOde2
💰 600,000 $CAP in rewards is now live for CAP Staking.
Rewards stream to sCAP stakers every second until Oct 31. Stake your CAP and start earning 👇
https://t.co/QXnLbkS6rk