Picaye

🦍 my journal - ex Big4 Consulting Partner. Crypto and Commodities Hodler. $KAS early holder.

[Picaye @picaye]

@tony_tress Just don't hand your car keys to a rando at a 5 stars hotel. There are mostly no car valets.

[Picaye @picaye]

Have a kaspad node on a Mac mini onto which I'm solo mining.
Asked my Hermes bot to upgrade to v1.3. few mins later and a bunch of status updates it found the update, compiled it and reported the update as done. Experience could not be smoother
$kas @michaelsuttonil

[Picaye @picaye]

@Crypt0Proselyte @hashdag Or in simple terms: Shai should grow up (or provide evidence)

[Picaye @picaye]

@OfficialTravlad Massive follower count you got

[Picaye @picaye]

@LukeDashjr is like a Cobol dev dissing C++ and call it a scam. Guess who needs reasons these days.

Colossians3.9 you hippocrit

[Picaye @picaye]

@sap #sap

[Picaye @picaye]

KASPA RESEARCH BRIEF -- May 22, 2026

=========================================
PRICE ACTION & MARKET SENTIMENT
=========================================

KAS is trading in the $0.034-$0.040 range as of May 22, 2026, with a
market cap around $900M-$1B. The price is in a multi-month basing/
accumulation phase after correcting from its 2024 ATH near $0.21.

Technical observations:
- Double-bottom pattern noted near $0.025-$0.026 support
- Break above $0.04 on lower timeframes confirmed
- Descending triangle breakout targeting $0.185 in optimistic scenarios
- Volatility compression / coil formation suggesting imminent move
- Key support: $0.031-$0.0335 | Key resistance: $0.0365-$0.040

Sentiment: Overwhelmingly bullish among the Kaspa community ("Kaspians").
Diamond-hand mentality with emphasis on long-term tech story over
short-term price. Common refrains: "buying KAS at $0.035 is like
buying BTC at $50." Long-term targets cited: $0.10-$0.30 range for
2026-2027.

=========================================
ECOSYSTEM DEVELOPMENTS
=========================================

Toccata Hardfork (Mainnet ~June 5-20, 2026):
- Testnet activated smoothly on May 18 -- described as "clockwork"
- Native KRC-20 token issuance on L1
- Covenants (SilverScript) for conditional spending at L1
- ZK verification opcodes
- Partitioned sequencing for future scaling

Kaskad DeFi Launch (May 24, 2026):
- First lending protocol on Kaspa -- Lombard-style loans
- Borrow KAS-backed liquidity without selling collateral
- TGE + claims: ~May 24 | MEXC trading: ~May 25
- Governance token: $KSKD

Layer-2 Activity:
- Igra L2 dominates with 1,700-1,800 tx/hour
- Kasplex driving KRC-20 token deployments
- Kasperia wallet v1.10.81 adds KRC-20 payload support + TN10 fees

Network Stats:
- >2.15 billion all-time transactions
- ~95.6% of supply mined (~27.45B KAS circulating)
- Hashrate stable at ~374-470 PH/s
- ~10 blocks per second sustained

=========================================
ROADMAP & UPGRADES
=========================================

Q2 2026:  Toccata hardfork (native assets, covenants, ZK opcodes)
Q3 2026:  DAGKnight consensus upgrade
2027:     Target 100 BPS + vProgs smart contracts

=========================================
NOTABLE COMMUNITY & INSTITUTIONAL NEWS
=========================================

- Zodia Custody (Standard Chartered-backed) supports KAS
- Regulated ETPs live in Sweden
- YouTube analysis channels publishing breakout setup content
- KasBears NFT drops + community giveaways ongoing
- Kaspa increasingly framed as "high-speed programmable BlockDAG
  infrastructure" for AI, RWA, and settlement use cases

=========================================
SUMMARY
=========================================

Kaspa remains in a strong accumulation phase with a major catalyst
(Toccata) ~2-3 weeks away. The network is technically mature with
growing DeFi infrastructure (Kaskad launching imminently). Community
sentiment is resilient and builder-focused. Watch $0.0365-$0.040 as
near-term resistance; a clean break above $0.04 would be technically
significant. Toccata mainnet activation is the key near-term event.

[Picaye @picaye]

@michaelsuttonil What this actually reminds me of

IQ150 trying to explain to IQ80. If only there would be a Canadian guy able to simplify for normies.

[Picaye @picaye]

@michaelsuttonil Ok, so kind of a new type of lending protocol with fancy rules? (Trying to simplify the complex language).
Tbh super complex written.

How does help people make money? Simple as that. Humans are majority self interest driven. No entry barriers, good upside and they‘ll come

[Picaye @picaye]

The npm worm is bad. What's worse is that meanwhile such attacks/vulnerabilities appear on a monthly basis and accelerating. AI let loose can be a dangerous tool.

[Picaye @picaye]

@sudoingX Been wondering - 2 dgx with 1 TB each should do? Not using it as storage anyhow? How much space is actually used by OS?

[Picaye @picaye]

@DesheShai Every Blockchain is a ghost chain compared to their stated ambition. World computer? 😂

[Picaye @picaye]

@sudoingX Sounds more like you will soon shop for a second spark

[Picaye @picaye]

Tested this on my 16GB RTX 4080s and it's flying. FAST. Did a small extra optimization to rebuild it with AVX-512 on as I have a Ryzen CPU.

Prompt processing speed for long prompts 180 t/s. Generation 52.9 t/s 🥰
Qwen3.6 35B IQ4 with 256k context
https://t.co/mQskAAmKVf

[AboveSpec @above_spec]

Quick update on the 35B / 8GB setup.

Switched to IQ4_K_R4 — higher quality quant, without losing much speed — getting ~49tok/s through model's full native 262k context.

And VRAM usage is low enough to keep a browser with multiple tabs open the whole time. 🧵

[Picaye @picaye]

When i was house hunting my moving agency assigned me a very decent english lady who did it as a side gig. „You will have so many fake friends“ when we signed full sea view 3br in Al Fattan Tower (JBR).
She had to split her commission with another agent wo was personal friend with owner (famous Arab singer who owned around 20 appts). By accident i got assigned better parking spot than owners son with his Rolls Royce. Good times.

[Picaye @picaye]

$kas included? https://t.co/T3lnsHwFY8

[Picaye @picaye]

@Snixtp where are people finding these? market in Switzerland kind of super dry - 900 CHF for a 3090? Nah - rather go for a DGX Spark at that price and power need..

[Picaye @picaye]

Been testing tons of LLMs, Opus, GLM, Minimax, Deepseek and others. All with the same type of "build this game" instructions. The only one who's product I kind of like is: Kimi 2.6 - give it a try!

[Picaye @picaye]

@alex_whedon What hardware did you test this with/have token/second numbers?