Obito

Kaito Yapper | Airdrop Hunter | Content Creator | Ethos

[Obito @obito2396]

My first smart followers, incredible joy, I’m as happy as a child, this motivates me even more. Yuhuuu😆

[Obito @obito2396]

https://t.co/He7loJ3L3N

[FeedTheFire @FeedTheFireRH]

They went digging for coal
They came back with a war

Nobody leaves. The dragon doesn’t allow it

The war is coming to @RobinhoodCrypto. The first to feed the fire stand at the front of it

Whitelist open. The FREE mint is coming

https://t.co/LAT3vJIUev

[Obito @obito2396]

@FeedTheFireRH @RobinhoodCrypto so nice

[RAX Finance @RaxFinance]

Compute has an expiration problem

An unused GPU-hour can't be stored for tomorrow.
Once that hour passes, the capacity is gone

But access to compute can be standardized, priced,
and traded before it's consumed.

That's what we're building at RAX Finance

Making compute fungible and tradable.

[RAX Finance @RaxFinance]

🚀 RAX Ambassador Round 2 is OPEN!

🎯 10 slots available
📅 Apply within 5 days
♾️ Ongoing program (3-strike inactivity rule)

Weekly Missions
→ Content Creation: +10–30 pts
→ Community Support: +5 pts
→ Up to 35 pts/week

🎁 Weekly Unboxing Opportunity rewards for ambassadors.

Your points contribute to your reward weight.

Who we’re looking for:
✓ Consistent contributors
✓ Community-minded participants
✓ Long-term thinkers

Not just here for a one-off post — we value people who show up and grow with us.

📝 Apply now:
https://t.co/iN4GT1ZHSP

Be the Architect. Own the Engine.

[RAX Finance @RaxFinance]

A GPU doesn't generate revenue just because it's
powerful

It generates revenue when someone needs its
compute.

That distinction matters a lot more than people think.

[RAX Finance @RaxFinance]

643 AI data center campuses. Across 55 countries.

That's the infrastructure footprint captured in one
recent industry census.

And every new location brings its own energy costs,
capacity constraints, and compute economics.

AI may be global, but the cost of powering it isn't
universal.

[RAX Finance @RaxFinance]

You can buy a barrel of oil without knowing which well
it came from.

But renting GPU compute still means choosing a
provider, region, hardware configuration, and contract.

That's the difference between buying a commodity
and negotiating a service.

AI compute is ready for a better market structure.

And that's exactly what RAX Finance is building.

https://t.co/zw0PzLxvBJ

[RAX Finance @RaxFinance]

There's a difference between having a price and having a market.

GPU providers already publish prices. But those quotes vary by region, hardware, contract length, and availability.

A functioning commodity market needs something more: standardized units, reliable delivery, and prices participants can actually trade against.

That's where compute markets get interesting.

[RAX Finance @RaxFinance]

What is an hour of AI compute actually worth?

Not all compute is priced the same.

The value of AI compute changes based on:
• GPU model
• Location
• Availability
• Demand

As AI infrastructure scales, transparent price discovery becomes essential.

That’s the market infrastructure RAX is building.

[RAX Finance @RaxFinance]

Hot take time:

AI compute should be priced like:

A) Oil — global commodity, single benchmark (WTI/Brent model)

B) Electricity — regional grid, locational pricing (LMP model)

Reply with A or B + your reasoning.

We're clearly Team B (hence building regional indices), but curious what you think.

Especially want to hear from folks who disagree 👀

[RAX Finance @RaxFinance]

Friday check-in 👋

What’s caught your attention in AI compute this week?

A new GPU, a data centre trend, or the future of ComputeFi?

We’re curious what the Rax community is following. Drop your thoughts below 👀

[Farming Season @farmingseasonio]

Season 1 opens tomorrow 🌾

🪙 Token CA: Oct 19, 16:00 UTC
🎮 Game live: Oct 19, 16:30 UTC

The CA will only be posted here, by @farmingseasonio. Ignore any other "CA" you see.

Official site: https://t.co/m9t4vjagIF

The first RWA powered farming game on Robinhood Chain

[Obito @obito2396]

@farmingseasonio so great news

[Farming Season @farmingseasonio]

The first RWA powered farming game on Robinhood Chain 🌾

⛏️ Mine gold & silver priced by real markets
🛢️ Pump oil that tracks real crude
🌱 Plant, raise, battle and earn

Join the waitlist 👇
https://t.co/8OBNk5XOf9

[RAX Finance @RaxFinance]

Compute is being planned on a multi-year horizon.

Chipmakers are already securing EUV tools for 2029 and 2030.
ASML says customers are asking for more machines every day, even as 2027–2028 capacity expands.

The industry is locking in the manufacturing base for the next wave of AI capacity years in advance.

Via @wallstengine

[RAX Finance @RaxFinance]

📊 Open question for the compute market:

By the end of 2027, what % of APAC third-party GPU capacity will be traded on secondary markets rather than remain locked in long-term contracts?

We’re talking about neoclouds and independent operators, excluding hyperscaler self-use. Secondary trading includes unused or residual contracted capacity changing hands.

Our working hypothesis: 15–25%.

Why?
• Multi-year take-or-pay contracts still dominate, with limited early-exit options.
• Secondary trading is emerging, but liquidity, standardisation, and counterparty trust are still developing.
• As market infrastructure matures, more unused capacity could find a second buyer.

What’s your prediction, and why? 👀

Let’s revisit this in 12 months and see who got closest.

[RAX Finance @RaxFinance]

Scenario:

You sign a 12-month GPU contract for $2.5/hr.

3 months in:
• Your project pivots and needs a different region
• Your original contract still has 9 months left
• You're locked in, paying $216K for ~13 GPUs you can't use

What would you want?

A) Transfer the contract to someone else
B) Redeem it for other compute (different region/model)
C) Eat the cost — that's business
D) Something else? Tell us below.

💬 Reply with your choice + RAX Finance Waitlist address.
🎁 We’ll reward great answers with 5 Unboxing Opportunities!
🔗 https://t.co/blgzDVUsow

[RAX Finance @RaxFinance]

Why regional compute pricing matters: the financing gap no one is talking about

AI infrastructure spend is exploding — but ownership structures differ sharply by region, and that gap is showing up in financing costs.

[RAX Finance @RaxFinance]

Exactly.

The bottleneck is connecting power, construction, equipment, and cloud capacity on one timeline.

The suppliers and operators determine whether a site gets built quickly or stays stuck in the queue.

Compute capacity creates most of its value only after it’s online and serving demand.

[RAX Finance @RaxFinance]

Why compute pricing lacks regional benchmarks:

Observation 1: Massive regional spreads
Same H100 card, wildly different economics across markets
Not 10-20% differences — we're seeing 2-3x spreads
Driven by: power costs, export controls, demand concentration

Observation 2: No one publishes regional clears
Cloud marketplaces show listing prices (not actual trades)
Real contracts are confidential bilateral deals
Lenders can't price risk without a settlement benchmark

Observation 3: This is exactly where electricity was in the 1990s
Before ISOs started publishing Locational Marginal Prices
Before you could hedge regional basis risk
Before financing could scale

RAX is building the missing layer: regional price discovery for compute.

Not because it's novel (electricity solved this 30 years ago)
But because compute is $180B annual spend with zero pricing infrastructure in Asia/MENA.

That's the gap we're closing.