demiryolu999

[Nomina @Nomina]

Every trading terminal is about to get a second kind of user: the model.

Nomina MCP is open source and live at https://t.co/KLg34XWS40. Point an AI at it and it can research and configure strategies across perp DEXs.

[Nomina @Nomina]

Funding rate arbitrage is a job for an AI agent. Watch the spread across every perp DEX, close both legs the moment the rate flips.

The Nomina MCP server is live and open source, and a model can already use it to research strategies. Execution is next, and we're building toward agents that run the whole trade.

[Nomina @Nomina]

The next wave of onchain traders won't be watching charts. They'll be briefing models.

The Nomina MCP server is the first piece. Open source, live today, and the foundation for agents that configure and run strategies across every perp DEX.

We're building for that future, and we're early.

[Nomina @Nomina]

GNomina

Today we announce a few key updates to the Protocol

1. The waitlist has been removed, everyone can now access the Nomina App
2. We released https://t.co/jSiHdA63xA
3. The MCP server has been made open source

[Resolv ➤ Vault Street @Vault_St]

Introducing CARRY: 12%+ target yield from leveraged RWAs by @MidasRWA @Figure @SuperstateInc @Bitwise

[𝗧𝗿𝗮𝗱𝗲𝗿𝗔𝗨𝗥𝗔⛓️‍💥 @TradeAuraVibes]

AURA fam, load some $Nom. Chart looks bullish another leg is loading soon | #Monitoring​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ ✍️

[Resolv ➤ Vault Street @Vault_St]

We are pleased to share that @MixBytes has allocated part of their treasury to Vault Street.

After auditing our codebase earlier this year - with no issues found - their capital deployment is a strong validation of our infrastructure and institutional strategies.

Welcome aboard.

[CryptoTOLGA @cyrptoTolgaa]

#nomusdt $nom #binance

Bakalım neler olacak bende merak edıyorum

[Nomina @Nomina]

We spent KBW meeting the builders shaping the future of AI and finance.

Every conversation reinforced what we've been building toward, and we're excited to bring it to market with our upcoming launch.

Singapore next. More soon.

[Crypto News Portal @TerraHaberTr]

Bullish #USTC #LUNC

[Crypto News Portal @TerraHaberTr]

Are you ready for a supply shock with USTC? USTC staking is set to launch soon on the Terra Classic chain. Once this happens, you might find it difficult to acquire $USTC. Do you think the price will rise? A rally in USTC would act as a driving force for $LUNC.

📢 Join our Telegram channel to stay updated with the latest news and additional information about LUNC. We are the best crypto news channel on Telegram.
👉https://t.co/566iow90Vt

#Bullish #USTC #LUNC #TerraClassic

[io.net @ionet]

30x in under seven months.

500M tokens a day in March.

15B yesterday.

64% of Nemotron 3.5 Lightning token share on @OpenRouter, on an inference stack we built and run end to end.

Capable open models are here. Making them affordable at scale is the work. That's what our team is building.

[Our Crypto Talk @ourcryptotalk]

Is $RENDER a failed altcoin?

It had :

> AI Narrative
> DePIN Narrative
> GPU Narrative

Yes, the price sits 89% below ATH.

Revenue is there but $IO and $GEOD pull better numbers.

Let's see if it worth the discount right now 👇

➛ 334x REVENUE MULTIPLE. READ THAT AGAIN.

$RENDER generates $2.3M in annualized DePIN revenue against a $778M market cap, giving it a 334.5x MC to revenue ratio. IO sits at 5.3x, GEODNET at 20.1x, and even Akash at 43.5x looks reasonable next to this. The network brings in roughly $6,100 per day for a token valued at three quarters of a billion dollars.

The Burn-and-Mint model burned just 530,000 RENDER across 9 months of 2025 on a circulating supply of 518 million. That is 0.1% of supply burned. The deflation narrative exists in direction but is completely irrelevant in scale.

━━━━━━━━━━━━━━━━━━━

➛ EIGHT STRAIGHT QUARTERS OF BLEEDING

The quarterly returns say everything. 2025 Q1 dropped 49.8%, Q2 gave back another 5.5%, and Q4 collapsed 61.5%. 2026 opened with Q1 up 35.4% but Q2 immediately returned 13.4% of that.

Closing prices tell the real story. $10.65 in Q1 2024. $6.78 by Q4 2024. $1.28 by Q4 2025. $1.50 in Q2 2026. Market cap went from $5B to under $800M across that stretch. This is not a healthy correction, it is slow structural distribution over two full years.

━━━━━━━━━━━━━━━━━━━

➛ THE INFLATION THAT NEVER STOPPED

518M tokens are circulating out of 644M total supply so 80.5% is technically unlocked. But OTOY Treasury still holds 23.3%, escrow for partners accounts for 26.6%, and the inflation allocation sits at 16.7%. None of these are retail wallets.

Node operators receive RENDER as availability incentives and every payment increases circulating supply while every operator who sells adds market pressure. When the network only generates $6K per day in revenue the burns simply cannot keep pace with emissions.

The Polygon contract hack in July 2025 forced an emergency migration to Solana which was handled well technically but destroyed confidence at exactly the wrong moment.

━━━━━━━━━━━━━━━━━━━

➛ $3 IS THE LINE. AND IT IS FAR AWAY.

The $3 zone was the price floor from mid-2024 through most of 2025 until it broke in Q4 2025 and never recovered. Now it sits overhead as resistance that needs to be flipped before any serious recovery conversation begins.

Getting from $1.41 to $3 requires a 112% move just to test a level that already failed once. And $3 is still 77% below the all-time high of $13.

The technology works and GPU demand is genuinely growing but the token has completely decoupled from the network's utility. Burns increased 279% year-over-year while price dropped 89% over the same period. That disconnect is not a temporary lag, it is how the tokenomics are structured.

━━━━━━━━━━━━━━━━━━━

➛ THE BOTTOM LINE

$RENDER had every tailwind a token could ask for. AI, GPUs, DePIN, Hollywood adoption, Solana migration. And the price still dropped 89% with a 334x revenue multiple and eight consecutive quarters of bleeding.

Not a failed project but a failed investment. Sometimes the best technology makes the worst token.

[Chain INK @0xchainink]

DePIN made $93,680 in the last 24 hours.

Two projects took 58% of it.

Top 10 by 24h revenue 👇

→ $IO : $31,563
→ $GEOD : $22,637
→ $AKT : $9,086
→ Dabba : $9,015
→ $RENDER : $7,223
→ Chutes : $5,994
→ $HNT : $4,753
→ $FIL : $1,801
→ $LPT : $1,115
→ $ALTHEA : $493

8 projects fighting over $39,480.

[Chain INK @0xchainink]

Market Cap Per $1 of Yearly Revenue

10 DePIN networks 👇

→ $IO | @ionet : 5x
→ $GEOD | @GEODNET : 13x
→ $HONEY | @Hivemapper : 25x
→ $HNT | @helium : 30x
→ $WINGS | @wingbits : 37x

$RENDER sits at 468x. $FIL at 305x.

Same sector, 90x between the ends.

[Our Crypto Talk @ourcryptotalk]

Why $IO | @ionet could be one of the cleanest 5x setups in decentralised AI right now 👀

The setup in one line:

➠ A year ago, before the October crash, $IO traded around $0.52. In the first half of 2025 it sat around $0.80.

➠ Today it trades at ~$0.16 with a ~$63M market cap. Meanwhile monthly network earnings went from $250K to $1M between March and May 2026, it closed its largest enterprise contract ever, and every dollar of usage now feeds a token burn.

✦ The valuation gap

ATH was $6.43 in June 2024, back when IO launched into peak AI hype with a network that was barely a year old.

Today: ~$0.16, ~97.5% below that peak, sitting around #412 by market cap.

You don't need ATH for this to work. A 3.3x just puts IO back where it was before the October crash. A 5x puts it at ~$0.80, where it traded in the first half of 2025, when the network was earning a fraction of what it earns now.

Here's the number that is the most important: ~$12.1M in projected annual revenue against a ~$63M market cap.

That's roughly 5x revenue on market cap and ~10x on FDV, for a network with paying enterprise customers in the sector the whole world is spending on.

✦ The revenue is the story

In 2026, we've seen that revenue based projects have done the best - $PONS, $STONK , $HYPE all based off revenue.

For IO -

Monthly network earnings went from $250K in March to $1M in May 2026. That's 4x in two months.

io net closed an $8M enterprise contract, its biggest ever, worth ~$650K a month in on-chain earnings on its own.

Total network earnings have passed $26M, and the network is processing 4B+ AI inference tokens a day.

The growth curve is back, and that's the thing to watch.

✦ The tokenomics finally make sense

The old IO model was broken, at least thats the general consensus. GPU suppliers were paid in IO on a fixed emission schedule, and many of them needed IO at $1.20 to $1.50 just to break even. Every price drop pushed supply out and dumped tokens on the market.

That changed on June 11, 2026 with the Incentive Dynamic Engine (IDE).

At least 50% of post-payout network revenue received in IO is now permanently burned. io net projects up to 12M IO burned in the first year, and 1.2M was already gone by late July.

The logic finally points the right way: more customers, more revenue, fewer tokens.

✦ Supply

~397M IO circulating out of an 800M max. Unlocks are still live. The next one is October 11: ~13.3M IO, about 1.7% of total supply.

The burn is running at roughly 1M IO a month. Unlocks are bigger than that. So net supply is still growing, and the burn doesn't flip that until revenue scales a lot further.

One more thing people will point out: circulating supply has nearly tripled since early 2025. So $0.80 today means a ~$318M market cap, a bigger valuation than IO had the last time it traded there.

A 5x isn't a free "return to old prices." It needs the revenue to keep compounding but given the performance so far, it does not seem impossible to do so.

✦ Why 5x isn't a stretch

A 5x takes IO to ~$318M market cap and ~$640M FDV.

At today's run-rate that's ~26x revenue. Rich, but not absurd for AI infra. And if earnings keep growing at anything like the March to May pace, or the second enterprise deal lands, that multiple compresses fast. Double the revenue and $318M is ~13x.

The chart has started to agree. IO is up ~70% from its all time low and ~25% in the last 30 days.

✦ Bottom line

Same disclaimer as always: there's no guaranteed trade in crypto, this is speculation, and none of it is financial advice.

The token is priced like a dead DePIN project. The network is doing ~$1M a month, closing $8M enterprise deals, and burning supply with every dollar of usage.

So do you really think a decentralised GPU network with real revenue, real enterprise customers and a live burn stays a $63M market cap in the middle of the biggest compute boom in history?

[Emre Crypto-Bist Signals 📈 @CryptoEmree_]

$nom izleme listesindeki hatta binance borsasındaki en ucuz mc coinlerden 6m mc

$movr $glmr $ark

[CryptoTOLGA @cyrptoTolgaa]

🚨 $NOM tarafında önemli bir gelişme var!

Nomina, 16 Eylül 2026 tarihinde IRF tarafından satın alındı. Anlaşma; Nomina’nın teknolojisini, markasını, fikri mülkiyetini ve özellikle SolverNet altyapısını kapsıyor.

IRF’nin odağı ise oldukça dikkat çekici: AI agent’lar için DeFi altyapısı oluşturmak.

Bence $NOM tarafında bundan sonra IRF ve SolverNet gelişmelerini yakından takip etmek gerekiyor. 👀 (GlobeNewswire)

⚠️ Uyarı: Grafiklerim eğitim amaçlıdır. Hiçbir şekilde yatırım tavsiyesi içermiyor. Reklam değildir. Kripto paralar riskli varlıklardır. Siz de kendi araştırmanızı yapın arkadaşlar.

[io.net @ionet]

The White House just renamed AI "Super Intelligence."

New name.

Same GPU shortage.

You can rebrand the model. You can't rebrand the costs or the waitlists.

Whatever you call it, it runs on compute. We're making sure it's available to the many, not the few.

[io.net @ionet]

90x spread.

Same sector.

Some networks are priced on the story. Others on revenue.

We’ll let the receipts do the talking.