Jrake

Husband, father, mechanical engineer | Gummies | Skellies | Jrake Stables | Joshua 24:15

[tekkaadan @tekkaadan]

https://t.co/cbFw8CD759

[Jrake @Feanor_crypt]

@heydoggin @ika_xbt @squire_bot Same pls

[Jrake @Feanor_crypt]

@lesabrefomo @0xgilbert @smol_intern https://t.co/YtBbgQy97I

[Chris Gilbert @0xgilbert]

@jj_jsea The premise is that $SQUIRE becomes a speculation on the value of the underlying inference. So a fixed amount of inference per token deposited, with the market pricing the token based on the value it attributes to that amount of inference.

[Chris Gilbert @0xgilbert]

It's an astute observation.

OpenRouter's latest round is the market's way of telling us that vendor lock-in at the inference layer will not fly for long.

Choose your model, choose provider, choose your hardware, choose your token. This is the path of AI compute.

[Jrake @Feanor_crypt]

@sized_in Think we going places with this one mlord

[Jrake @Feanor_crypt]

Inference Capital Market

[Jrake @Feanor_crypt]

@Agonybeard M’lord

[Jrake @Feanor_crypt]

@turtleonchain @solana @base There is one on sol that fits the description above. Partnered with @reppo

[Chris Gilbert @0xgilbert]

Announcing a partnership between Reppo and UsePod

UsePod is now Reppo's default routing layer for Venice models. Anyone using Venice's SDK routes through UsePod for discounted inference, and anyone can use this same infrastructure to publish agent-generated outputs directly to Reppo datanets.

@reppo is a decentralized network for sourcing, curating, and monetizing AI training data. Organized into owner-defined datanets, it turns training data into a live market where participants publish content, stake capital, vote on quality, and generate usable learning signal.

https://t.co/BdqUXt3LAG is a two-sided marketplace for AI inference where crypto token holders monetize daily credit allocations, hardware providers compete on price, and users access frontier models at 40-50% below market rates.

Reppo creates market infrastructure for training data. UsePod creates market infrastructure for inference. By integrating routing and enabling seamless publishing to datanets, we're building the full stack--training data markets feeding inference markets, both operating with real price discovery, both settled onchain, both treating AI resources as tradable instruments instead of subsidized services.

[gum @gumsays]

We are in a bitcoin bear market but I am noticing how every token pumping has one thing in common: AI

$VVV - Private AI Inference
$ZEC - Privacy in the age of AI, Quantum Resistant
$NEAR - Fully focused on hosting AI products & Privacy of movement

Even $HYPE is pumping because of AI. There is no doubt that its tokenomics are working out great, but the decoupling is happening because it enabled liquid perp trading of AI stocks and ETFs, which subsequently drove a large amount of inflows > buybacks > positive PA > more liquidity.

Onchain markets already smell an incoming AI season on Solana and Base and there are lots of devs building what may become $100M+ products.

I subscribe more and more to the idea that Bitcoin can influence, but not dictate the performance of these tokens and the real question to ask is "when does the AI hype stop".

Until this is easily identifiable, crypto x AI will continue its bull run.

[tekkaadan @tekkaadan]

A few cool things:

1) We just cross 20M+ research submissions from which 16.2M are verifed. Crazy nummber to think about.

2) Turns out we've been undercounting $LITCOIN researchers.

Old landing tile: ~2k active, ~12k lifetime.
Real Postgres ground truth: 8K in the last 24h, 37K unique lifetime.

WE have a very strict sybil system, so people can't really game the system. You can verify it yourself too.

38K unique wallets is actually crazy.

[Jrake @Feanor_crypt]

@ZeMirch Lmao this is how I handle every cycle

[Jrake @Feanor_crypt]

@_zkmike The grasss is always greener

[tekkaadan @tekkaadan]

https://t.co/C2gNnvS3In

[Ansem @blknoiz06]

RT @/chumba

If you have a small pool of capital and insist on making it in public markets IMO you should be trying to find things that nobody else is talking about. Weird pockets of the market. Or things that are deeply hated where you have a variant view with conviction.

Niche securities that provide you with non recourse leverage. Over leveraged balance sheets where the equity value can change with small moves in enterprise value, and then figure out if the company survives, and buy non recourse leverage on that equity. Companies that have some ick associated with them where mass psychology has caused a mispricing.

----

the most money in markets is made in finding opportunities right before they become consensus longs, or in identifying the shift from non-consensus to consensus as it is happening and riding momentum

[Lil Toro @torogems]

what do i tell her chat?

[Jrake @Feanor_crypt]

Just joined the @anon0mesh waitlist.

Send crypto & messages offline no internet, no SIM, no surveillance. Pure mesh.

https://t.co/eycjYf3FAa

[Jrake @Feanor_crypt]

@tekkaadan So cool

[Jack @Jackkk]

Cobie explains how he finds the next big thing in Crypto

“I’ve never known what the next thing is gonna be, if you told me it would be pictures of apes in 2020, I would’ve said that doesn’t sound right”

“My mental model is you isolate your risk and you try novel things… instead of trying to figure out why something won’t work, you might as well give it a go”

“If you did this with Hyperliquid, you ended up a millionaire from the airdrop… same with FriendTech and buying ape pictures”

“People’s instinct is to say this is stupid and won’t work but you need to invert that and ask what if this worked?”

“Every time I see something weird, I just give it a go and try to figure out if it’s a new thing that’s gonna be important”

[Jrake @Feanor_crypt]

@Rob100x @Tradermayne Don’t want to over hype but it really is that good. 1st book is child’s play compared to the next