projects are larping about IBM partnership only after solana:FeMbDoX7R1Psc4GEcvJdsbNbZA3bfztcyDCatJVJpump showed them it's possible to have a legit partnership.
here is why i know the other projects are larp. IBM requires your entity to be registered for at minimum 1 year. they have very strict rules. generally, you need to know an employee.
so yeah, once again, projects using you as EL. three dev stays building.
Speculate Season 1 - Live Now 🔥
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🧵 Thesis on ---> $Surplus by @mac_eth
𝗨𝗯𝗲𝗿 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗼𝘄𝗻 𝗰𝗮𝗿𝘀.
𝗔𝗶𝗿𝗯𝗻𝗯 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗼𝘄𝗻 𝗵𝗼𝘁𝗲𝗹𝘀.
$Surplus 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗼𝘄𝗻 𝗚𝗣𝗨𝘀.
𝗦𝗮𝗺𝗲 𝗽𝗮𝘁𝘁𝗲𝗿𝗻. 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗱𝗲𝗰𝗮𝗱𝗲.
💡 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗦𝘂𝗿𝗽𝗹𝘂𝘀.
Surplus is a marketplace for inference with an orderbook.
𝗜𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 = every time AI thinks to give you an answer. ChatGPT replying to you, an agent deciding what to do, a bot translating text — all of that is inference. It's the part of AI you pay for over and over, forever.
𝗢𝗿𝗱𝗲𝗿𝗯𝗼𝗼𝗸 = like a stock exchange: sellers and buyers post their prices, and the system matches them on the fly. That forces sellers to compete with each other in real time. Prices drop on their own.
Today, if you want to use Claude Opus via API, you pay the price Anthropic sets. Period. No negotiation.
𝗦𝘂𝗿𝗽𝗹𝘂𝘀 𝗯𝗿𝗲𝗮𝗸𝘀 𝘁𝗵𝗮𝘁.
The dev describes it like this: "𝗺𝗮𝗿𝗸𝗲𝘁𝗽𝗹𝗮𝗰𝗲 𝗳𝗼𝗿 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲. 𝗟𝗶𝗸𝗲 𝗢𝗽𝗲𝗻𝗥𝗼𝘂𝘁𝗲𝗿 𝗯𝘂𝘁 𝘄𝗶𝘁𝗵 𝗮𝗻 𝗼𝗿𝗱𝗲𝗿𝗯𝗼𝗼𝗸 𝘄𝗵𝗲𝗿𝗲 𝗮𝗻𝘆𝗼𝗻𝗲 𝗰𝗮𝗻 𝘀𝗲𝗹𝗹 𝗮𝘁 𝗰𝗵𝗲𝗮𝗽𝗲𝗿 𝗽𝗿𝗶𝗰𝗲𝘀 𝘁𝗵𝗮𝗻 𝘄𝗵𝗮𝘁 𝗢𝗽𝗲𝗻𝗥𝗼𝘂𝘁𝗲𝗿 𝗴𝗶𝘃𝗲𝘀 𝘆𝗼𝘂."
The clearest case of a seller: the $DIEM token.
You buy it once. It gives you $1 a day in credits to use Claude Opus, GPT-5.2, Flux and Sora. Forever. Whatever you don't spend, you sell on 𝘆𝗼𝘂 𝘀𝗲𝗹𝗹 𝗼𝗻 𝗦𝘂𝗿𝗽𝗹𝘂𝘀.
The buyer pays in USDC. A digital dollar that travels across the internet without banks. And if your program already talks to ChatGPT, it also talks to Surplus. One line of code.
🎯 𝗧𝗵𝗲 𝗕𝗲𝘁.
Each autonomous agent is a worker that never sleeps.
Every decision, every tool, every response = one inference. And every inference costs money. Inference is, literally, how agents think.
Today an agent running 24/7 can spend more on inference per month than you spend on streaming subscriptions. Tomorrow there'll be millions of them, each spinning up sub-workers that last minutes. The total adds up to tens of millions a day.
And while that demand explodes, there's a ton of capacity sitting idle. People paying subscriptions they barely use.
Surplus connects the two.
The pattern has played out before: 𝗨𝗯𝗲𝗿 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗼𝘄𝗻 𝗰𝗮𝗿𝘀. 𝗔𝗶𝗿𝗯𝗻𝗯 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗼𝘄𝗻 𝗵𝗼𝘁𝗲𝗹𝘀. 𝗧𝗵𝗲 𝘄𝗶𝗻𝗻𝗲𝗿 𝗶𝘀 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘄𝗵𝗼 𝗿𝘂𝗻𝘀 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝗽𝗹𝗮𝗰𝗲, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘄𝗵𝗼 𝗼𝘄𝗻𝘀 𝘁𝗵𝗲 𝗚𝗣𝗨𝘀.
🌱 𝗜𝘀 𝗶𝘁 𝗮 𝗴𝗼𝗼𝗱 𝗶𝗱𝗲𝗮?
Yes.
Paying is as easy as sending a message. No sign-up, no card, no contract.
Base already put it in their official marketplace (https://t.co/sM5DUa1MhA). That's validation, not talk.
And as a marketplace with an orderbook, it has its own flywheel:
𝗺𝗼𝗿𝗲 𝘀𝗲𝗹𝗹𝗲𝗿𝘀 → 𝗹𝗼𝘄𝗲𝗿 𝗽𝗿𝗶𝗰𝗲𝘀 → 𝗺𝗼𝗿𝗲 𝗯𝘂𝘆𝗲𝗿𝘀 → 𝗺𝗼𝗿𝗲 𝘀𝗲𝗹𝗹𝗲𝗿𝘀 𝗰𝗼𝗺𝗶𝗻𝗴 𝗶𝗻.
Once it ignites, it feeds itself. That's something a single provider like OpenAI or Anthropic structurally can't offer.
Brilliant idea.
🔭 𝗗𝗼𝗲𝘀 𝗶𝘁 𝗵𝗮𝘃𝗲 𝗮 𝗳𝘂𝘁𝘂𝗿𝗲?
Three signals will confirm it in the coming months:
— 𝗗𝗮𝗶𝗹𝘆 𝘃𝗼𝗹𝘂𝗺𝗲 𝗮𝗯𝗼𝘃𝗲 $10𝗞 𝗶𝗻 𝗼𝗻-𝗰𝗵𝗮𝗶𝗻 𝘁𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝘀.
— 𝗖𝗮𝘁𝗮𝗹𝗼𝗴 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 4 𝘁𝗼 10+ 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿𝘀.
— 𝗦𝗼𝗺𝗲 𝗕𝗮𝘀𝗲 𝗽𝗿𝗼𝘁𝗼𝗰𝗼𝗹 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗻𝗴 𝗶𝘁 𝗮𝘀 𝗱𝗲𝗳𝗮𝘂𝗹𝘁 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗹𝗮𝘆𝗲𝗿 𝗳𝗼𝗿 𝗶𝘁𝘀 𝗮𝗴𝗲𝗻𝘁𝘀.
The internal economy already works. DIEM sellers get their credits free every day. Selling at a 30% discount is still 100% profit for them.
The buyer pays $0.70 for each $1 of Claude Opus inference. Cheaper than going to the provider directly.
If those three signals show up, the thesis goes from probable to confirmed.
🎯 𝗢𝗽𝗶𝗻𝗶𝗼𝗻.
Let me say it plainly.
If the agent economy actually plays out — and everything points to yes — Surplus could end up being one of the essential pieces.
Someone has to connect the machines that need inference with whoever sells it cheaper. Surplus is already there.
🔗 𝗢𝗳𝗳𝗶𝗰𝗶𝗮𝗹 𝗹𝗶𝗻𝗸𝘀.
-> Dev: https://t.co/yKRcx71oa6
-> Website: https://t.co/K6uAhNJJw7
-> Base Integration: https://t.co/sM5DUa1MhA
𝗛𝗲𝘆 👋
I'm testing out formats like this with the help of Claude, so there might be some errors and such... If you found this helpful, please show your support by liking it and following me.
⭐️ More reviews are coming soon...
I think $PNKSTR is severely undervalued right now.
Most people still see it mainly as a proxy for the Punks vault but Adam has consistently integrated PNKSTR buybacks into every new project.
At this point, it’s basically becoming the ecosystem token for the entire TokenWorks universe.
Probably worth taking a bet on it before more people start to realize that, especially before the 0.1% fee on every TTT trade kicks in.
researching on your own, forming your own thesis, and building your own conviction gives you the power to act before consensus kicks in
if you paid attention, $ODAI is quietly turning into an infrastructure layer, introducing world memory for any LLMs/AI.
the potential here lies in uncharted territory.
1 hour snapshot:
316 likes, 31,600,000 $CLAWNCH burned
🦞 For every retweet this post gets, we will burn another 100,000 $CLAWNCH 🦞
https://t.co/GWIIOrKdSY