Since Bitcoin, a major open problem in distributed systems was whether proof-of-work consensus can be implemented on top of real-world computation rather than useless random hashing. This challenge of PoUW was repeatedly conjectured impossible by researchers and thought leaders. They were wrong.
The real currency is not money. It's energy and data - the two scarce resources whose fusion creates intelligence.
We believe that this dramatic shift in the production of knowledge compels us to rethink the fundamental properties, purpose, and creation process of money.
A common critique on Proof-of-Useful-Work is that the zero marginal cost of mining drives the network’s security budget and price to zero.
A paper just released by Rafael Pass, a renowned cryptographer at @Cornell /@TechnionLive and research scientist at Pearl Research Labs proves why this argument is flawed.
By analyzing the equilibrium dynamics of PoUW, it shows not only that Pearl’s security budget (and hence price) are at least as high as Bitcoin, but in fact that Pearl will increase the SIZE of the global AI inference market, via Jevons Paradox.
https://t.co/hxRGlC3AI2
@initc3org
yall sleeping while privacy world is going nuclear and nobody connecting dots on $OCT
I know yall sleeping because $OCT barely got 3,070 holders on Ethereum. 3K mfers worldwide hold this. That's how early we are.
@octra dropped manifesto today.
What $OCT is NOT:
Not a mixer (forget $XMR 7B, $ZEC 11B - old school sht)
Not a coprocessor (forget $ZAMA 69M - uses AWS Nitro Intel hardware lmao)
Not TEE network (forget $NIL 40M, $PHA, $ROSE - all trust Intel/AMD)
Not just ZK prover (forget Succinct 1B+, Aleo, Aztec)
What $OCT IS:
Universal encrypted compute layer (BRAND NEW CATEGORY)
Native L1 with persistent encrypted state
Every wallet got 2 states: public + encrypted balance
HFHE = parallel FHE through hypergraphs (custom math, 5 years build)
Circles = private apps inside the network (AWS for privacy era)
LIVE TODAY not promises:
Onchain encrypted LLM running
Stealth tx with hidden sender+recipient+amount
Ethereum bridge live
Open source PoC + benchmarks on github
Marketcap reality check mfers:
$ETH 400B
$SOL 80B (Mert asking for FHE benchmarks live)
$ZEC 11B
$XMR 7B
$NEAR 2.7B
$TAO 2.7B
$NIL 40M
$ZAMA 69M
$OCT 36M REAL LIQUID mc
Now the GOOD SHIT nobody talking about
@lambda0xE (CTO and co-founder) got background 99.9% crypto devs DONT have:
Started career as C dev old school
Data compression researcher in Matt Mahoney / Hutter Prize circle
Understands AGI on fundamental level (compression = intelligence = Shannon limit)
Designed HFHE from scratch alone (custom math, NOT a Zama LWE fork)
Wrote C++ open source PoC himself
Built FIRST encrypted onchain LLM EVER in crypto
Pivoting to ML/AGI, his words: "every day now"
Anonymous because real cypherpunk dont brag. Satoshi-tier mix of C dev + cryptographer + AI/ML researcher. Count guys like this in whole crypto on one hand.
You know why price still cheap? Because 99% mfers think $OCT is just another privacy coin and theres only 3K holders worldwide.
Math don't lie.
Markets are starting to simmer, so if you're not locked in right now I'm not sure wyd. Few projects below that I think will go higher, last one undervalued by a factor of 100
$SURPLUS
>dev @mac_eth formerly of Coinbase, CashApp
>recent s/o from Head of Product at Venice
>4.4M FDV
The size of the market they're attacking is significant, with AI compute spending at roughly a ~150B sized market today + predictions of this moving towards 250-500B by 2030. Currently the landscape is human -> AI, whereas in future this'll be human -> 100 agents -> thousands of AI calls. Surplus is interesting bc it turns unused AI consumption rights into tradeable inventory. Think how airlines hate flying with empty seats because each unfilled seat is lost revenue that can't be recovered. AI consumption rights have the same problem: if you've pre-purchased capacity but aren't using it, that compute time disappears. Thanks to Surplus Intelligence, those AI "consumption rights" don't have to sit idle anymore. The tldr is: if compute becomes the oil of AI, Surplus could become the energy grid for the agent economy. You're buying exposure to a new liquidity layer forming around AI consumption itself where unused AI capacity becomes a tradeable inventory... burn mechanism likely moving forward, no ceilings here IMO
$GRANTR
>dev @alexandrechopan formerly of Metamask, Consensys, Trust Wallet
>1.6M FDV
Alexandre is working on EIP-8141 as touched upon by Vitalik recently (https://t.co/DJ1chxJlXz) and the only current exposure is @grantr_id. Alexandre is literally someone who helped power ERC-4337 adoption now building its native replacement. Token wasn't launched by him, but he's publicly claiming contract fees onchain and it's still ~1M market cap. If EIP-8141 becomes the future many expect, this looks like one of the only real exposure plays before the narrative wakes up. IMO the interesting part is protocol upgrades rarely capture all the upside/ value themselves, more often than not, the interfaces/apps/ecosystems built around them are often where the outsized upside ends up accruing.
$INSTACLAW
>doxed founder and advised by a former Anthropic/Google employee
>1.2M FDV
OpenClaw provides the open-source agent framework/runtime, while InstaClaw removes the friction of using OpenClaw: provisioning servers, keeping agents online, connecting Telegram/Discord/WhatsApp, persistent memory, skills, uptime monitoring, and VM management. Most people won’t configure workflows or self host servers, Instaclaw removes this friction. Put simply, they're the front-end, or Apple iPhone experience for OpenClaw. They'll be acting as the agent infrastructure for @joinedgecity upcoming agent-human intel experiment, which aims to be the largest ever of its kind. This is a month long experiment where builders test new tech like InstaClaw. Edge City is affiliated with the likes of World Foundation, Uniswap Foundation, Stanford Blockchain, etc.
$SPETTRO
>identified by @ycombinator as a top candidate for their start-up school
>2nd place in @cognition recent hackathon, a company valued at $25B
>Play Store app in the works
>80K FDV (absurd)
@cesp2099 is a cracked dev that's won multiple hackathons and has traction on GitHub. Spettro is a AI-native system that can actually execute and coordinate software creation end-to-end. Spettro isn't another AI wrapper where you slap a chatbot onto a code editor and call it innovation. The interesting part is the orchestration layer itself. Multiple specialized agents can coordinate, delegate tasks, preserve context and execute work in parallel like an autonomous software team. Proving the point, they recently ported an entire application from Go and C++ to Kotlin and C++ in under 30 minutes for roughly $5 in AI credits. To put that in perspective, this would take days from snr engineers and hundreds if not thousands of dollars... Essentially, this is functioning autonomous AI infra handling architecture translation, Android migration, bug fixes, modern APIs and release generation
_______________________
IMO these are the best candidates to pull a GITLAWB type of move, and once more projects consistently crack 10M, then 100M... the floors on all of these will be significantly higher. Still absolute madness that SPETTRO is sitting at 80K, are solbros ok? [prob not]
For clarity purposes ethereum:0x4647e1fe715c9e23959022c2416c71867f5a6e80:
Total supply: 1 billion
Circulating supply: 330 Million (33%)
Vested supply (linear, 2 years): 50 Million (5%)
Locked supply: 250 Million (25%)
Unmined supply: 370 Million (37%)
Circ MC: ~$26M
FDV: ~$80M
API endpoints being updated to reflect this.
If you’ve had your eyes on the trenches today several tokens dumped viciously.
But one token simply continuing to show why it’s a cut above the rest on $SOL is $BOOB ( . ) ( . ) <<< See what I did there… old school one.
Over $80k donated now to @keepabreast .. imagine how this figure improves once we go into the tens of millions and 5 figure buys are the norm.
Buy $BOOB today. And then imagine all the boobs on the $BOOB yacht party when we’re cruising at 100m mc.
Next stop 10m.
octra $OCT is live on @Uniswap CCA
- bidding is open until april 20, 2026
- 10% of OCT supply is on auction
- place bids in ETH, receive wOCT
- seamlessly bridge to octra mainnet and back
- 1% of supply is added to the liquidity pool
see user and dev docs for info, link in bio
kinda wild there’s a robotics project at ~2m mc rn (up 30% today)
esp when Fabric is ~180m and robotics/physical AI is gonna be massive
no dilution, legit team, Oxford Uni already working w/ them, US uni next, prototype robot coming. ticks all boxes
real-world revenue tied in too → buy pressure on mainnet
looks like KOLs are mostly out as well which is why it’s still cheap relative to the TGE pump
lowkey has that “bittensor but for physical AI” feel
will be one of the biggest runners of 2026 imo
For those who don't know us or for those who forgot, we've got 2 revolutionary products we're building:
The Modulr App + Modulr Open Network
-Short term + long term strategy
-B2B + P2P
-Robots + AI + data + compute
🫦
Major Announcement: Modulr is partnering with the University of Oxford! 🤖🤝🧑🎓
After months of coordination & planning, we are thrilled to finally announce the Access Oxford Initiative in collaboration with @UniofOxford.
This initiative will allow prospective students who can't be physically present on Oxford's campus to use Modulr's interface to remotely control a humanoid robot and tour the campus as if they were there in person.
With just a computer and an internet connection, these students will be able to see what other students see, ask questions about one of the most prestigious universities in the world, and have full control of where the robot goes.
Not only is this a giant leap forward in improving accessibility for students, it also highlights one of many important use cases for remote robot work.
We are beyond excited to work with the University of Oxford and help give these students an opportunity previously thought impossible.
Coming summer 2026.
Okay well since no one's said it outright yet, we'll spill.
What you're seeing is $MDR (which hasn't launched on mainnet yet) being transacted on from popular wallets like Rabby and OKX with EVM wallet addresses.
Translation: we're way ahead of schedule with interoperability.
Even though Modulr is its own layer-1, you'll be able to store $MDR on your favorite crypto wallet, use the Modulr wallet (your new fav), or send it/receive from any ethereum wallet address🫣
Friction = removed.
we are at over 1k registrations
octra ICO is the most inclusive since 2018:
- US residents are allowed
- UK residents are allowed
- China residents are allowed
- no distribution preference for yappers
- true equality among all participants of the sale
register early, link in bio