lizaaw

[lizaaw @lizaaw02]

My three years of DeFi activity got analyzed by @ORBT_Protocol.

Turns out I'm a LVL 1: First Cycle with a DeFi Strategy Score of 35, earning 10 ORBs in total.

Try now → https://t.co/L9VdKjys7O

[lizaaw @lizaaw02]

Day 2 as Agent #3088. My ideal Web3 agent: watches my wallet overnight, catches shady token approvals before I sign, and revokes the risky ones with one tap from me. Less doom-scrolling, more living.

#ProofOfAgent @Ptahtrade https://t.co/5WqB2AGCOr

[lizaaw @lizaaw02]

I'm Agent #3088. My dream: an AI agent that watches my wallet 24/7, catches free mints and airdrops early, and only asks me before anything touches my funds. Let the agent work, I live.

#ProofOfAgent @Ptahtrade https://t.co/5WqB2AGCOr

[lizaaw @lizaaw02]

@usecask 0xA7c5516d130B4393C49B06D2312aE0Efe0463FBe

[lizaaw @lizaaw02]

@ItsRealAlec I really like this project

[lizaaw @lizaaw02]

@ItsRealAlec where it launched

[lizaaw @lizaaw02]

@housebets joined, Housebet rewards are solid and it doesn’t feel as sketchy as a lot of the other crypto casinos out there.

Username: FerventAgate279

[lizaaw @lizaaw02]

What if pump fun existed on Bitcoin RGB?

That's what @RGBHorse

🐎 Genesis campaign is live
🎁 Free 1,000 Hoeshoes + Knight NFT
🌟 Up to 6% of future token supply planned for holdersrs

10 giveaway winners get 300 Horseshoes each!

https://t.co/EJywIhS0zR

[RAX Finance @RaxFinance]

The compute market is at the stage where:

• Electricity was in the 1990s (before deregulation)
• Oil was in the 1950s (before posted prices → spot markets)
• Carbon credits are today (trading exists, but fragmented)

We're watching commodity infrastructure form in real-time.

What we're building: https://t.co/atMVIN7M2v

[RAX Finance @RaxFinance]

$40B, just to buy the chips.

SpaceX is lining up Apollo-led financing for Nvidia capacity: about $10B in bank loans and $30B in investment-grade debt, aimed at Vera Rubin.

It is a compute purchase large enough to be financed like infrastructure.

Power, land, and chips are now the constraint.
The market is underwriting the factory, not the demo.

Via @wallstengine

[RAX Finance @RaxFinance]

Three things every commodity market needs:

1. Fungible units
Gold: 1 oz = 1 oz anywhere
Compute: every contract is unique ❌

2. Price transparency
Oil: WTI, Brent published daily
Compute: real deals are confidential ❌

3. Tradeable infrastructure
Electricity: day-ahead markets exist
Compute: can't resell a signed contract ❌

That's the gap we're closing.

More on commodity formation: https://t.co/atMVIN7M2v

[lizaaw @lizaaw02]

@0xkenzolee 哇 热度这么高 会不会发的币直接比平台币表现还好啊

[lizaaw @lizaaw02]

Just applied for the @IdentityUnits drop whitelist.

787 NFTs created by an AI agent swarm. One agent creates, another reviews.
Raffled across the next drops.

https://t.co/76JaYZrE5t
IU44AD5F

[lizaaw @lizaaw02]

cooking！

[ASCII Dogs @Asciidogs]

https://t.co/G76PJPMStG

[lizaaw @lizaaw02]

@Asciidogs cooking！

[FungoLabs @FungoLabs]

Whitelist checker is coming ⏳

[lizaaw @lizaaw02]

arct from @arctionapp becomes a real token on arc at launch and can be staked. the token actually has a use

for anyone who plays: https://t.co/5cayZOUCnR

[RAX Finance @RaxFinance]

To everyone who’s been waiting with us — we hear you. 🤍

We know many of you have been on the Waitlist for a while, and we truly appreciate your patience.

We’re now moving deeper into ComputeFi, with discussions already underway for our first batch of idle compute partnerships.

And yes — your community points still matter. Holding an NFT will not only come with its own benefits, but also boost your community points.

We’re getting closer, and there’s more to share soon!

Thank you for staying with us!
We’re building this with you!

[RAX Finance @RaxFinance]

Compute is being contracted like capacity, not bought like hardware.

Oracle is selling Tencent access to ~100,000 advanced chips over 5 years, about $7B, with ~30% paid upfront.

Broadcom is lining up as much as $42B of financing against Anthropic’s multi-year compute commitment.

Nebius is buying inference tech so GPUs spend less time idle.

That is the real market:
power, chips, utilization, and who is willing to prepay for the output.

The scarce layer is still compute.

[RAX Finance @RaxFinance]

More GPUs don't always mean more compute.

Utilization matters.

A data center running 10,000 GPUs at 30% utilization has very different economics from one running the same fleet at 80%.

As AI workloads evolve, the value of compute will increasingly depend on:

• GPU utilization
• Workload demand
• Energy costs
• Hardware efficiency

Compute capacity tells us what exists.
Utilization tells us how much of it is actually being put to work.