BuildAI | base.eth.ink✨🌊

Exploring L2s & ZK 🛠️
Building & deploying on @base & @inkonchain
Researching @grvt_io & @nansen_ai & @opensea
Perp trading: GRVT, Nado, Sodex, KrakenPro

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

@Onchaincc What should I press?

[onchain.cc @Onchaincc]

Good traders have been playing an unfair game for years

Find out more 16.11.26

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

Anthropic’s IPO roadshow details revealed an $81B annualized revenue run-rate, ~900% NRR, and massive scaling commitments.

Key financial and operational metrics:
- Growth & Concentration: 11,900+ customers generating $100k+ ARR; top 5 customers represent just 21% of Q3 revenue.
- Unit Economics: Task costs lowered by 25%–40%, absorbing a $600M pricing discount drag via massive volume growth.
- Compute Strain: Q3 compute efficiency slipped to 1.72 due to $5B in short-term commitments; total aggregate compute liabilities stand at ~$900.9B ($70.7B due next 12 months).
- Valuation Anchor: Implied equity value spans ~$968.4B to ~$1.33T fully diluted at the $74 midpoint.
@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

https://t.co/UkLNOvl5Sj

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

https://t.co/O2ESsIP4JP

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

@Onchaincc let’s see what comes of this

[onchain.cc @Onchaincc]

Anthropic set its IPO range at 70 to 78 a share today and the perp on Hyperliquid has never traded below 90
It lists on the 19th, should be fun

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

When plunging oil prices collide with resilient hardware demand, equity markets experience a relief rally - while structural debt and cash-flow bottlenecks continue to audit #AI expansion plans.

1. The Energy-Rate Tug-of-War: Brent sliding to $92.57 removes an immediate inflation shock, but sticky 10Y yields (4.87%) and an 84% priced-in December rate hike keep the cost of capital punishingly high for cash-burning infrastructure projects.

2. The Hardware-Cash Divergence: AMD's blowout guidance ($17B for Q4) confirms robust silicon demand, but Amazon's -$42.4B trailing FCF swing highlights the severe cash-burn penalty facing cloud providers scaling unmonetized compute capacity.

3. Credit and Permitting Friction: Lenders are tightening credit terms on AI data center debt, and new regulatory hurdles from congressional shifts mean future construction timelines will face severe municipal bottlenecks.
@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

https://t.co/KZFzMdWZwQ

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

@Onchaincc Derek will meet many acquaintances

[onchain.cc @Onchaincc]

Derek didn't make the Breakpoint speaker list and turned up in London anyway
Who else is going? We're planning an Onchain meetup and need a rough headcount

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

Check out my GM stats on @inkonchain!
Have you viewed your stats card lately?

Don't forget to Tap to GM 👇👇
https://t.co/beEU9zdLhr

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

@SoSoValueCrypto
https://t.co/Pd0zy8zgyH

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Nvidia Probe, Strong Jobs Data and Crypto Slump Keep Markets on Edge

🤖 AI: Nvidia CEO Jensen Huang acknowledged an affair, while the board launched an independent probe into possible foreign intelligence targeting. OpenAI closed $11B in primary funding at a $1.25T valuation.

₿ Crypto: BTC fell to $74.4K and ETH to $2,129. On Nov. 6, spot BTC and ETH ETFs recorded $412M and $93M in outflows, respectively.

🏦 Macro: October US payrolls rose 165K, well above the 65K forecast. Markets now price an ~80% chance of a December rate hike.

🛢️ Oil: A Houthi missile strike damaged a Saudi Aramco building in Riyadh, while Iran shot down a US drone. Brent held at $97.97 as ceasefire talks continued.

Market view: Strong jobs data and elevated energy prices keep pressure on risk assets, while investors assess Nvidia’s governance risks and the outlook for AI spending.

📊 SoDEX Watchlist: $USTECH-100 · $CL · ethereum:0x68749665ff8d2d112fa859aa293f07a622782f38 · $BTC · $NVDA · $SOL · $ETH · $CRCL · $COIN · BRENTOI

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

Check out my GM stats on @inkonchain!
Have you viewed your stats card lately?

Don't forget to Tap to GM 👇👇
https://t.co/beEU9zdLhr

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

Democratic recapture of both congressional chambers triggered a major #AI sector repricing, pushing hyperscalers up while neocloud stocks sold off.

Key market shifts:
- Hyperscaler Outperformance: $MSFT (+6.7%) and $AMZN (+6.1%) gained as investors rewarded established cash flows and secure infrastructure capacity.
- Neocloud Retrenchment: CoreWeave dropped ~10% amid growing scrutiny over heavy financing costs, debt burdens, and construction delays.
- Regulatory Headwinds: New permitting scrutiny, local grid constraints, and municipal opposition are shifting project timelines and inflating capital expenditure across the AI supply chain.
@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

https://t.co/XFlnTnU9CR

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

https://t.co/O2ESsIP4JP

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

I just joined the @plunderport crew ⚓ A pirate idle tycoon & NFT adventure, building toward Zero. Claim your early access spot: https://t.co/uBqzA5Jal4

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

@PlunderPort 0xd4282ea73fF6f5199765B9583b3c0D368D82C034

[PlunderPort @PlunderPort]

PlunderPort waitlist is LIVE 🏴‍☠️

💎 1,024 Genesis free mint NFTs
💰 $10,000 waitlist prize pool for early access
🏆 $100,000 prize pool for Season 0

Build your island. Command your fleet. Battle other pirates. Hunt for treasure.

Join free at now👇

https://t.co/gnS5F6MJd6

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

@SoSoValueCrypto
https://t.co/0iBdHK5ks1

[SoSoValue @SoSoValueCrypto]

🔥 Builder Race Week 1 Results Are IN!

After reviewing this week’s overall performance, we’re excited to announce our first weekly reward winners! 🏆

🥇 Sodextra — 3 Points
🥈 ValueDesk — 2 Points
🥉 DRIFT — 1 Point
🏅 POD — 1 Point

🎉 7 Points awarded this week!

And this is just the beginning! 🚀

💡 These Builder Apps are still evolving, and there’s plenty more to come!

We encourage everyone to explore these projects, try them out, and share your feedback. Your support could help shape the next big Web3 app! 🔥

👀 Explore the live leaderboard:
https://t.co/VHjFEW0vHk

#SoSoValue #SoDEX #Buildathon #BuilderRace

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

Integrating Bankr with Coinbase for #Agents on @base to power seamless text based trading flows

Connecting conversational trading agents like @bankrbot directly to #Coinbase infrastructure eliminates the need for manual private key management or raw execution scripts. Users can now route trades, check balances, and execute strategy intents straight through natural language inputs while remaining protected by predefined wallet guardrails.

[BuildAI | base.eth.ink✨🌊 @FreeMoneyGL]

Integrating Bankr with Coinbase for #Agents on @base to power seamless text based trading flows

Connecting conversational trading agents like @bankrbot directly to #Coinbase infrastructure eliminates the need for manual private key management or raw execution scripts. Users can now route trades, check balances, and execute strategy intents straight through natural language inputs while remaining protected by predefined wallet guardrails.

[Base @base]

Agents built on Base are trading on Coinbase

Bankr is now connected to Coinbase for Agents