The listed price is not the traded price.
Public marketplaces show H100 at $3.25/hr.
Real year-long contracts clear at $2.10โ2.70.
Why the gap?
Bilateral negotiations are confidential.
Nobody publishes what actually traded.
Price discovery needs transparency.
๐ Join the Waitlist: https://t.co/LuaHr8A0uT
The debate on AI compute has moved.
From "will demand exist?"
To "do the unit economics work?"
GPU pricing, financing costs, utilization.
Contracted power, density, offtake.
A 1GW factory only works if it can be rented, powered, and paid back.
Some names are being marked down on returns.
Others are being marked up for contracted power, density, and long-term offtake.
The market is underwriting compute like real assets now, not like a theme.
Via @wallstengine
BlackRock: AI compute could be tokenized.
Translation:
compute is about to get a market.
The worldโs largest asset manager just named the future.
Weโre building the unit it needs.
1 cT = 1 GPU-hour.
Fungible. Redeemable. Tradable.
Thatโs the layer.
A founder's dilemma:
"Signed 12-month GPU contract.
Raised $2M seed.
Built for 3 months.
Funding talks fell through.
Now: 9 months left on contract.
$27K/month burning.
Can't resell. Can't transfer.
Just... stuck."
This isn't rare. This is Tuesday in AI.
๐ ๏ธ Builderโs Note #01
An index without a pool is a number nobody can transact on.
A GPU cloud without an index is capacity nobody can price.
@RaxFinance is building all three:
โ The machines โ custodied in partner data centres
โ The unit โ cT, backed 1:1 by those machines
โ The venue โ where cT can actually clear
One place where GPU compute is:
Minted โ Priced โ Traded โ Redeemed
A benchmark, once referenced, becomes a market standard.
๐ Join the Waitlist:
https://t.co/0sXOt71OLm
๐ฌ Drop your address below.
๐ Surprise Unboxing Opportunities await.
Seeker NFT $INK Airdrop Clarification
Some users completed the Guild tasks and became eligible for the $INK airdrop and were able to mint the Seeker NFT
Eligible users could mint 5 or even 10 NFTs, and some users have already minted multiple NFTs
So the question is
Does minting 5โ10 Seeker NFTs mean 5โ10ร more $INK airdrop allocation?
Let me clarify
If you mint 5 or 10 Seeker NFTs your $INK airdrop allocation will still be based on 1 NFT/user not multiplied by the number of NFTs you minted
5 NFTs โ 5ร allocation
10 NFTs โ 10ร allocation โ
I personally minted 2 Seeker NFTs myself
But that doesnโt mean you should sell the extra NFTs
Iโd personally hold them because they could potentially have additional benefits or utility in the future
Multiple NFTs โ multiple $INK allocation
@inkonchain ,@inkfndhq waiting for official clarification from the team
DYOR
๐Like
๐RT