Ledger Of Light

up and to the right

[dd @defidami]

This is now the fifth headline I’ve seen this week about how AI is too expensive and it seems to be a problem everyone is facing.

Training a model is a one off cost but
inference is a recurring one and costs pile up as agents come online.

The interesting part is two teams are solving for this from opposite ends.

ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 is the efficiency end. It’s a drop-in reasoning engine that routes planning to frontier models and the repeatable work to smaller ones with validated outputs so that cost and latency drop.

solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA is the market end. A decentralised inference marketplace where unused and subsidised capacity gets resold at a discount, and agents buy per call from their own wallet. The long game is a futures market for compute, priced like oil.

One makes inference cheaper, the other makes it tradeable.

I’m bullish on both and believe they are massively mispriced given the current state of things.

[dd @defidami]

I think buying solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta here is one of the easiest trades you can take this year.

Last year I laid out my top two privacy picks and ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d has started to catch a nice bid on the back of the Kohaku SDK going live.

UMBRA has arguably a better product and is sitting at a 6m mcap while RAIL is at a 240m mcap.

There's a saying that goes: "A few times a year there's free money on the floor, your job is to pick it up".

This is one of those times.

[dd @defidami]

I'm not exaggerating when I say solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 at sub $1m is free and I expect it to reprice aggressively to the upside any day now.

[Ledger Of Light @LedgerOfLight]

@memeismetwice @crypto_condom even more ironic when you find out crypto condom isn’t a “bro” or “guy” at all and is actually a woman larping as a man

[Ledger Of Light @LedgerOfLight]

@crypto_condom @defidami Coming from the woman larping as a man lol

[Ledger Of Light @LedgerOfLight]

Big week for privacy

[dd @defidami]

Big week for privacy

[Ledger Of Light @LedgerOfLight]

@doppelgangerio @Nomina I do!

[Ledger Of Light @LedgerOfLight]

anyone got a @Nomina access code?

[Ledger Of Light @LedgerOfLight]

@defidami @TroveMarkets gtrove

[Ledger Of Light @LedgerOfLight]

@a1lon9 Okay 3 tweets done

Put the tobaku pfp on for more spins

[Ledger Of Light @LedgerOfLight]

@chillmindexe @a1lon9 daft take lol

tokabu is one of the most organic coins right now (not just on pumpfun)

the dev is making 100+ pfp's a day and the meme actually makes sense

also ironic that you compared it to useless (a fartcoin knockoff) when chillhouse is a low effort combination of 2 coins

[Ledger Of Light @LedgerOfLight]

he's literally told you what to buy yet some of you are chasing garbage

then at the end of the cycle you will wonder why you have nothing to show for the years you spent on here

[alon @a1lon9]

REAL communities in the pump fun ecosystem are doing unthinkable numbers in these market conditions, rewarding holders and believers once again

$TROLL, $USDUC, $TOKABU just to name a few

the strength is obvious

we're so back.

[Ledger Of Light @LedgerOfLight]

“pumpfun currently expects to use substantially all net revenue for strategic investments”

aka

$pump eco coins are about to catch a nice bid

[Pump.fun @Pumpfun]

introducing the pump fun revenue dashboard 🔥

pump fun's daily revenues & $PUMP purchases can now be tracked in real time using https://t.co/fxyCTVUuBj

in the past 6 days, pump fun purchased ~8,740 SOL worth of $PUMP, equating to 102% of total revenue over that time period.

[Ledger Of Light @LedgerOfLight]

@TMtheOG ahh yeah the good old “i sold early so now i must justify my decisions by being contrarian instead of buying back higher”

tokabu

[Ledger Of Light @LedgerOfLight]

@LightOfWaters oh shit, i didn't realise
i'm curious too now

[aadvark @aadvark89]

interestingly enough, Paolo Ardoino has only ever made one angel/seed investment

Trillions.

[Ledger Of Light @LedgerOfLight]

@tdbee123 .@opensea look at what you’re doing to my goat

[Ledger Of Light @LedgerOfLight]

at the very least $pump should be valued higher than $trump

[dd @defidami]

at the very least $pump should be valued higher than $trump

[Ledger Of Light @LedgerOfLight]

So the pumpfun sale sold out in around 15 minutes even though US, UK and those with a VPN couldn't participate and you're bearish on $PUMP

okay buddy