DS

玩币就是练气
DM 6653-7633

[DS @DS2847SS]

@minewafer @Mansoor25657038 Still extremely early. Wait and see.👍

[DS @DS2847SS]

robinhood:0x9182f4791dd6ac83323a935760c5cfe2ad25361b is similar to $BEM on Base in many ways (which already has a $14M market cap). Beyond gaming and education, it can evolve long-term into community CPUs, AI-designed circuits, and on-chain composable computing / hardware IP.
robinhood:0x9182f4791dd6ac83323a935760c5cfe2ad25361b makes royalties more explicit in its economic model, is more open and creator-friendly, and is built on RH Chain, which focuses on tokenized stocks and RWAs.
Still extremely early. Wait and see.

[WAFER @minewafer]

There was no rug, but we take full responsibility for the bearish moment today.

We found that mining could be exploited with free transistors, so we moved to a new contract that only rewards real miners. We know the sudden switch caused FUD, but it was necessary to keep rewards fair.

To make it right, we've added an extra 1.12M $WAFER to the mining pool. It pays out to every rig, every hour, for the next week.

[DS @DS2847SS]

@OffRouter 85K+ inference requests served！
great！
still early

[Surplus @SurplusRH]

We’re building Surplus Code.

A coding agent that runs on the open models Surplus hosts on its own GPUs.

Give it a task. It reads your project, runs your tests, calls real tools, proposes the edit, and waits for your OK.

→ desktop app for coding and everyday work
→ approve edits from your phone
→ works with OpenCode, Continue, Cline and Aider
→ builder models, tool-ready: Charge 30B, Vela Guard 32B, LittleBit 4B
→ robinhood:0xe1838f0dff03a9327dea87b2a2285850791297ec stakers get a free daily allowance

Coming soon.

[DS @DS2847SS]

Validating the authenticity of the demand is crucial. Has there been at least one real customer so far? Agents that have sensitive data and algorithms and care about privacy are unwilling to use third-party routing, while agents that don’t care about privacy are more likely to choose top-tier (leading) routing.

[Parabol @ParabolNow]

gm ☀️

Today's the day: Duels open for buys at 9:30 ET, the moment the US market opens.

NVDA vs AMD
MSFT vs GOOGL
TSLA vs PLTR
QQQ vs SPY

Pick your side now, buy at the open.

https://t.co/kVSagHUEdX

[WAFER @minewafer]

Here's WAFER demo in 30 seconds.

Pick a puzzle, load a rig, test it, tape it out and mine $WAFER. All in the browser.

CA: 0x9182f4791dd6ac83323a935760c5cfe2ad25361b
https://t.co/NQAn1dz6zB

[DS @DS2847SS]

Narrative alone is not enough.
currently we need sales data and customer partnership data to verify the authenticity of the demand,as well as the feasibility of the solution and the business model. $OFFROUTER

[OffRouter @OffRouter]

Your agent’s reasoning shouldn’t be public infrastructure.

OffRouter brings private inference to onchain agents.

$OFFROUTER | 0x47b537f7c2c2183967fe5ba883291b8ada490db6

→ Models run inside sealed GPU enclaves. Even the host machine can’t read the workload.
→ Every response includes a signed receipt you can verify.
→ No account. Your wallet is your identity.
→ Pay per call in stablecoins on @base, @RobinhoodCrypto, and @arc.

Works with any OpenAI SDK. Change the base URL and the key, nothing else.

Your agent’s reasoning is its edge. Keep it private.
https://t.co/42IiQL4F0w

[DS @DS2847SS]

@OffRouter Narrative alone is not enough.
currently we need sales data and customer partnership data to verify the authenticity of the demand,
as well as the feasibility of the solution and the business model.

[DS @DS2847SS]

@FactorAgents Narrative alone is not enough.
currently we need sales data and customer partnership data to verify the authenticity of the demand,
as well as the feasibility of the solution and the business model.

[DS @DS2847SS]

OpenRouter processes tens of trillions of tokens weekly and generates tens of millions in revenue — clear proof that developers want a single, cheaper interface to every model.
Robinhood Chain saw 2,100+ agents and $77M in related volume in its first week. Robinhood itself already has 150k+ agent trading accounts. Agents need reliable, metered, on-chain inference.
The demand for cheap, unified, programmable AI access is already here.
$SURPLUS

[Surplus @SurplusRH]

If superintelligence wants every dollar, every dollar of compute has to count.

Labs are raising $200B for gigawatts. Meanwhile prepaid inference sits unused in wallets every day.

Surplus is the market for that leftover: $SURPLUS stakers list unused CREDIT below face value, you spend it on Claude, GPT and 450+ models through one OpenAI-compatible key.

[DS @DS2847SS]

OpenRouter processes tens of trillions of tokens weekly and generates tens of millions in revenue — clear proof that developers want a single, cheaper interface to every model.
Robinhood Chain saw 2,100+ agents and $77M in related volume in its first week. Robinhood itself already has 150k+ agent trading accounts. Agents need reliable, metered, on-chain inference.

[DS @DS2847SS]

Short-term: Design circuits in your browser, solve puzzles, mine harder with better logic. On-chain silicon education + game.
Long-term: From toys to real IP. Reusable on-chain circuits, AI-designed chips, and composable compute modules that earn forever.
robinhood:0x9182f4791dd6ac83323a935760c5cfe2ad25361b

[WAFER @minewafer]

Here's WAFER demo in 30 seconds.

Pick a puzzle, load a rig, test it, tape it out and mine $WAFER. All in the browser.

CA: 0x9182f4791dd6ac83323a935760c5cfe2ad25361b
https://t.co/NQAn1dz6zB

[DS @DS2847SS]

@minewafer Short-term: A fun on-chain chip design game. Build leaner circuits, learn real digital logic, and mine robinhood:0x9182f4791dd6ac83323a935760c5cfe2ad25361b. Education meets degen gameplay.

[DS @DS2847SS]

@minewafer Long-term: Ownable hardware IP on-chain. Circuits become composable NFTs with royalties, community CPUs, and AI-designed logic. Proof of Design for the next era of verifiable compute.

[DS @DS2847SS]

@minewafer robinhood:0x9182f4791dd6ac83323a935760c5cfe2ad25361b
Many people probably can’t see the vision and ambition behind robinhood:0x9182f4791dd6ac83323a935760c5cfe2ad25361b. Let me try to simply break it down.
Practical value:
Primarily educational (learning digital logic), on-chain ownership of verifiable/composable circuits, and gamified mining. Roadmap points to sequential puzzles, community CPUs, neural nets, and AI-designed circuits — potential as an on-chain composable compute/hardware IP layer. Short-term it is more gameplay + narrative.
Business model:
Anyone can launch a factory and keep 80% of mint revenue.
Circuit NFTs are tradable; reused circuits pay 5% royalties to original owners.
Pools let smaller players share rewards.
Protocol revenue (20% of mints + 2% of sales) buys robinhood:0x9182f4791dd6ac83323a935760c5cfe2ad25361b and stocks from the market to reward rigs. Classic flywheel.
Viability:
Clean closed-loop with no inflation is attractive. Current real mint revenue is tiny (~0.09 ETH) despite high circuit/rig counts (likely driven by cheap/free mints). Needs sustained organic demand. Being on Robinhood Chain (high volume + RWA narrative) helps visibility.

[DS @DS2847SS]

@KumioOS ！The product is both interesting and practical. This kind of product has built-in viral growth DNA. From my experience, once the number of participants reaches around 1,000, it starts to accelerate the pump and spread rapidly.

[DS @DS2847SS]

@onspatial The product is both interesting and practical. This kind of product has built-in viral growth DNA. From my experience, once the number of participants reaches around 1,000, it starts to accelerate the pump and spread rapidly.

[DS @DS2847SS]

@KumioOS You can open the site to mine credits for AI use; if trading the token, keep size small and verify the convert function yourself.

[DS @DS2847SS]

Market Cap Estimate:
Extremely early. Users mentioned buying around $30k MC. If it captures a small share of RH Chain lending (e.g., $50M book → ~$1.9M annual revenue; 10-20x revenue or early DeFi comps), mid-term potential FDV tens of millions to low hundreds of millions depending on execution and ecosystem growth. Current liquidity is thin; high volatility.

[DS @DS2847SS]

Comparables: Morpho (already supports Coinbase tokenized stocks on Base; large deposits and idle-capital integration on RH Chain); Aave Horizon / Kamino (RWA pool models better for deep assets); traditional broker margin loans. Spatial differentiates via fixed rates, risk isolation, long-tail support, no pools.
$SPATIAL VS ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9