Lu

None of my views are financial advice

[Lu @_lu_ca1]

@JamesEastonUK Also there is a solid bullish divergence on the W chart signalling strengthening momentum.

[Lu @_lu_ca1]

@Nebraskangooner The only altcoin with tokenomics and economic incentives that make sense in the long run with bullish PA and insane tech is $QUBIC

[Lu @_lu_ca1]

@leevalueroach Also $BMBL is mega beaten down and valued as if it would die tomorrow. Valued at roughly 2x FCF.

[Lu @_lu_ca1]

@leevalueroach $DUOL is trading at pretty ridiculous numbers. Everyone hates it because they paid too much for it.

[Lu @_lu_ca1]

@leevalueroach $BMBL looks interesting too with a massive FCF yield at current MC.

[Lu @_lu_ca1]

@MrBeast Use this super organic peanut butter instead: https://t.co/aVXA5BeVbn

[Lu @_lu_ca1]

@IncomeSharks ISM PMI came in way hotter than expected. Since the announcement crypto and stocks are partying (risk on) while metals do not like this at all (risk off). What happened the last time the ISM PMI barely touched 50 in early and late 2024?

[Lu @_lu_ca1]

@RaoulGMI @kdean ETH seems to be more closely correlated to M2 since BTC is lagging behind. Maybe because it gets more volume and is, thus, more closely correlated?

[Brice Noyal 🇦🇪🇫🇷 @Tokenoya]

🚨 $QUBIC Revenue Update

This epoch (1 week), $QUBIC generated ~$240K in revenue from uPoW alone.

That puts $QUBIC as the 5th biggest L1 by revenue, ahead of $AVAX, $POL, $TON, $NEAR, $MNT …

👉 And this is with 0 DeFi ecosystem yet.

Imagine what happens when DeFi, oracles & AGI go live.

We’re still so early. ⏳

[Shai (Deshe) Wyborski @DesheShai]

Qubic vs. Monero, preliminary results:

(For those who do not know me, I am not affiliated with Qubic, I do not hold any Qubic, and I am plausibly the most vocal and obnoxious Qubic critic to date. That's exactly why they hired me).

I was provided a wallet seed by @c___f___b from which I generated the public view key:
7804f957c13215e6c98d54c443d16d36e603ca8a4c81ced9e46449bcbd7c6696

In this post, I will inaccurately refer to blocks whose coinbase transaction can be associated back to this wallet as "blocks created by qubic", and refer to the ratio between such blocks and other on-chain blocks as the amount of blocks "created by qubic". This is not the full picture, but it is accurate enough for now.

In the full report (which will hopefully be posted tonight or tomorrow), I explain the limitations of the method, and make more careful inferences of the data. (I will also provide the full list of blocks created by the wallet, as well as tx_proofs that can be cross-checked against any Monero node to verify the results.)

That being said, the preliminary view is honestly a bit astounding.

In the graph below, the blue line shows the fraction of blocks created by CFB's wallet out of all blocks created up to that time. The red line shows the fraction in a sliding (centered) window of 30 blocks (about one hour).

As we can see, while not quite being able to maintain superiority for the entire range, there are quite a few one-hour-long windows where Qubic created almost as many as 80% of the blocks in the window.

This does not mean that Qubic managed to hit 80% of the typical XMR hashrate. In these magnitudes of fluctuation, there are forces pulling in all directions, from switch mining to selfish mining. But it defnitely means that Qubic genuinely disrupted Monero by hash power alone.

In the full report, I will discuss in greater length what can be inferred and to what degree of confidence. And will also use the stage to remind that I warned against these kinds of scenarios more than three years ago, against ASIC "resistance" in general, and RandomX in particular. The same threat lingers over other bloated hashes such as Ethash and Scrypt.

The only defense against this kind of raiding is to make sure ASICs are many orders of magnitude more efficient than any existing generic hardware, and (to the best of my knowledge) that can only be achieved by ASIC friendliness. Anything else might be appealing to miners and easier to justify, but it will always face these kinds of threats.

[Lu @_lu_ca1]

@CryptoWizardd @MartiniGuyYT But you told us that $QUBIC will go to 0 and we should exit at the bottom.

What should we do now?

[Lu @_lu_ca1]

@RaoulGMI @tiagosada @worldnetwork $QUBIC will be changing the world with decentralized AGI. It is already industry tech leader with a speed of 15.5 mil TPS (certified by CertiK) and mining other cryptos to burn own tokens already surpassing many other projects in revenue. An interview would be super interesting.

[Lu @_lu_ca1]

@Ryanbabel @elliotrades My Last Match on @_Qubic_ looks promising.

[Bitcoin.com News @BitcoinNews]

⚔️⚠️ Qubic founder CFB hints at plans to control over 51% of Monero's hashrate Aug 2-31 to showcase its uPoW tech. Monero’s community is alarmed.

• Qubic's uPoW uses "AI miners" to dual-mine XMR, burning rewards for QUBIC deflation.
• CFB insists it's an economic demo; Monero fears double-spends & trust collapse
• Hashrate already high, miners defect for higher profits.

[Qubic @_Qubic_]

Monero $XMR mining by Qubic is a big topic in cryptocurrency mining circles. Yet, most do not understand its intended purpose and its roots.

You must learn why Monero mining is a Proof of Concept for $QUBIC

Today we review Outsourced Computations.
See next post⏬

[Come-from-Beyond @c___f___b]

A lot of people were asking how #Qubic was planning to do sustained 51% domination over #Monero if 50% of Qubic mining time must be spent on #Aigarth tasks. First I was answering "Let's make a surprise to $XMR miners", but then I realized that the #cryptocurrency community would benefit from transparency because XMR miners might find a countermeasure thus improving game-theoretical attacks/defenses in #crypto. So here is the next phase of the plan, activated after reaching 51%:

1. Go to stealth mode, this includes changing the XMR address and stopping reporting hashrate on the Internet. Assessment of real hashrate by analyzing Qubic network traffic may be made impossible by encrypting XMR shares and flooding with fake packets.
2. Make switching into XMR mining unpredictable by any entity except the Dispatcher.
3. Orphan blocks of other miners.

As one can see, this method reduces revenue of mining not via Qubic 2-fold and only botnet masters, and those mining in mom's basement will continue mining XMR directly in such conditions.

[𝗔𝗹𝗱𝗿𝗶𝗰𝗧𝗵𝗲𝗚𝗿𝗲𝗮𝘁 | 𝗚𝗚 @GREATVVIP]

Artificial Intelligence is evolving fast...

But what if the next leap in AI won’t come from Google, OpenAI, or Meta?

What if it came from a decentralized platform...

Where anyone could help create, train, and grow AI?

That platform is @_Qubic_ and here’s why it’s built for AI creation 🧵🔻

[Come-from-Beyond @c___f___b]

The 20th of July, 2025.

Writing this date here to memorize when the concept of Decentralized Artificial Intelligence (#DAI) got its final shape.

Not bullshit like "It runs on a #blockchain so it must be decentralized". In this concept each entity holds a secret know-how which modifies #IntelligentTissue (in cooperation with other know-hows owned by other entities, if needs to solve a complex task). Secrecy of each know-how ensures nobody can copy it, others can only attempt to create something similar by spending computational resources.

Each #AI is an original object, #IntelligentTissue is its hologram. #Qubic is the platform for AI creation, their convergence and intelligent tissue hosting.

#Aigarth, 20.07.2025

[Lu @_lu_ca1]

@Peter_thoc $QUBIC must be. Fascinating tech, fastest L1 with over 15.5 TPS (Certik certified) dwarving the speed of all other L1. A steady stream of income from XMR mining with over 100k USD pw (steadily climbing) to burn Qs. Massive comp power equalling one of the biggest supercomp.

[Lu @_lu_ca1]

@hereisfrescoid Maybe @Peter_thoc should do a new comparison of $QUAI with state of the art new tech.

[The House Of Crypto @Peter_thoc]

Pretty crazy stats 🔥 Everyone's shouting about $KAS, but have you seen how it stacks up against $QUAI? 👀

With massive institutional flows into #Ethereum from BlackRock, Trump, and others, EVM compatibility is more important than ever. 🧠

I'm also fascinated by the idea of replacing stablecoins with a flatcoin — one pegged to energy prices ⚡️ instead of USD 💵.
That feels way more aligned with Satoshi’s original vision: a decentralized, peer-to-peer payment system. 🌐
#Crypto #Bitcoin #DeFi #Flatcoin #Web3 #Altcoins #QUAI #KASPA #Ethereum #EVM