This is perhaps the most embarrassing report I’ve ever read:
https://t.co/RZR3AOdk5B
It’s also a perfect example of why most people lose money in this space: they read something written by an author who clearly has zero background, experience, or even basic understanding of data analysis.
The number of inaccuracies is staggering, but just two examples are enough to completely discredit the entire report:
#1 Treasury Data:
The author claims @OpenChat has a treasury of 26,995 $ICP and a runway of 9 weeks.
The actual data shows a treasury of 600,000+ $ICP and a 24–36 month runway.
That's a mistake on the order of 100–200σ, an astronomical blunder that demonstrates a lack of even elementary numeracy.
Similar mistakes can be found in most of the treasuries reported.
#2 Runway Calculations:
For every dao, the author measures runway using only the $icp treasury, except in the case of @MotokoGhosts dao. There, they suddenly include both $icp and $motoko in the calculation.
No dao uses this model, because dumping your own token for runway creates a mathematical death spiral something I pointed out months ago:
https://t.co/pRDFSBkz1p
This cherry picked exception makes their claim about motoko dao’s runway completely laughable. Treasury emmissons for $motoko have already more than doubled since this quoted post and is accelerating.
These two examples alone render the entire report useless, fabricated, and embarrassingly inaccurate.
The author should hang their heads in shame.
$ICP
cc; @dfinity@anvil_ic@sayitkind@kylelangham@TheGoldDAO@dragginzgame@DecideAI_ etc. etc.
New ATH on my Intelligence Points.
Pulled in 8.5k yesterday just by letting @Gata_xyz DVA run 24 hours straight.
No magic referrals either, only got two .
Now the goal is 100k before the snapshot, (if any) 👀
Are you grinding, or still pretending it is too late?
Sm Everyone!
Starting my Yap about @SoundnessLabs today.
Did you know about ZK? That magical tech everyone flexes about but barely understands.
It makes computation verifiable. Cute. But scaling that verification? That’s where Soundness rolls in.
Soundness is a fully decentralized, proof-agnostic ZK verification layer built for a sounder internet. No central choke points.
Just verifiable truth at scale.
On-chain ZK verification right now is a dumpster fire.
Expensive. Slow. Not built for what’s coming.
Under the hood, Soundness fuses:
▫️ SuiNetwork for scalable, object-native coordination
▫️ WalrusProtocol for decentralized, programmable zk storage
Together, they make trust-minimized, censorship-resistant verification not just possible but dirt cheap and blazingly fast.
ZK proves your claims while hiding your secrets.
Soundness verifies and stamps them on-chain without breaking the bank. It’s how you build apps that feel like Web2 but carry Web3-grade trust.
Is it just me, or @Gata_xyz Starboard allergic to my posts?
Submitting daily like a machine, yet somehow scoring zero.
At this point, Starboard clearly thinks I am invisible 🥲.
The energy analyst with a licence to tell it like it is
Blunt, balanced and unapologetically pragmatic, Saul Kavonic has become a trusted voice at the centre of one of the most consequential debates of our time.
Kavonic is regularly tapped by media outlets, investors, policymakers and industry insiders for his views on everything from LNG exports to net zero ambitions.
A deep belief in the foundational role of energy in Australia’s success drives him.
“I am a big believer that Australia can continue to be a winner on the global economic field, but that requires robust debate about how to be a country of go instead of no,”
"What makes a good analyst is to be curious, be fearless, be iconoclastic"
https://t.co/QwteSnz3ql
Finally, @Gata_xyz DVA wakes up after a 24-hour coma.
Time to climb the leaderboard yeah,
I am late, but at least I am not still asleep like half of you 😂
Most tourists walk right by this Rose Granite (MoH 7-7.5/10) box in The Egyptian Museum (Cairo) with nothing more than a glance, unaware of the fact that if they took the time to walk behind it they would find something VERY difficult to explain...
Can you explain it?
What if you could earn rewards just for curating high quality AI?
@recallnet is making that real with Fragments, points that recognize your role in shaping a trusted agent ecosystem.
Vote on agents, curate competitions, and grow your influence.
What is the real test of AI. trust by code, results, or community?