Candy Man

In life if you don’t risk anything, you risk everything.

[Candy Man @time2node]

1/5: I heard something make this statement recently in an interview and I got goosebumps. It really hit home for me. The statement was: "Blockchain is the technology of truth disrupting the business of trust." #Blockchain #Truth #Trust #Disruption

[Tommy @Shaughnessy119]

The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening

- Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs

- For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval

- On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect

- This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API

I shared more on this here: https://t.co/iZrqrCAIRW

- And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed)

- Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1.

More on open source inference provider raises here: https://t.co/7kf56P44yQ

- And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th

- Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free

- This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models

- Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months

- So go forward, what happens?

- I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter)

- It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122%

- With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it)

- The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses

- Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more

- This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage

[Jack Jofa ♦️ @JackJofa420]

Exactly @czbinanceprd

🔥 AI agents are about to 1000x transactions – and @SUPRA_Labs just built the perfect OS for it. SupraOS = self-hosted, blockchain-enforced AI agent management system with end-to-end encryption. Run your agents locally, let them transact autonomously on Supra L1, own your data & actions 100%.
This is the real infrastructure for the AI bull run.
Autonomous DeFi agents incoming.$SUPRA #SupraOS #AIAgents

[Peter Steinberger 🦞 @steipete]

Such a privilege to work with Microsoft to bring claws to enterprises!

[badger @badger69420]

Humans are bacteria on a rock flying through space

[David | HopeNotHype @hopenothype_io]

🎬 CANCEL YOUR NETFLIX PLANS TONIGHT!

Watch this video instead.
Then watch it again.
Then again.
10 times if you have to.

Let it actually sink in.

$WMTx

[Supra @SUPRA_Labs]

Why take the risk of a bridge hack? ⚠️

Cross chain has cost the industry billions. The pattern is always the same: external relayers, multi-sig assumptions, single points of failure.

HyperNova is Supra's approach to removing the bridge as a category of risk. L1 to L1 communication, embedded in the Supra stack, without external oracles or relayers. 🔐

[hidrex @hidrexnodes]

Early in 2026, @WorldMobileTeam shared its roadmap.

I built a public tracker for it. Now it shows year progress vs roadmap progress.

Roadmaps are easy. Execution is the signal. 🐆🌿

https://t.co/DKHq8v35xA

[SupraOS @supraosai]

Your AI agent, secured by Supra. 🤖

The vision: an autonomous suite of agents that execute tasks on SupraOS while the rule check is enforced on-chain in real time.

While most of the space is still talking about AI, we are building the rails for it to run on safely. 🛤️

SupraOS is the start, not the headline.

[Candy Man @time2node]

@JoshMinsNet Keep up the great work @JoshMinsNet

[Aakash Gupta @aakashgupta]

Kevin O'Leary just got Utah to approve a 9 gigawatt data center. The entire state of Utah currently uses 4 gigawatts.

The campus is called Stratos. It will run entirely off-grid.

41,200 acres in Box Elder County. Phase 1 is 3 GW. Full buildout reaches 9 GW, more than twice what Utah consumes today across homes, factories, hospitals, and the 48 existing data centers combined.

Power comes from the Ruby Pipeline, a 680-mile interstate natural gas line that already crosses northern Utah on its way from Wyoming to Oregon. Kevin's team builds generation on-site and taps a pipeline that's already in the ground. The MIDA director told county commissioners the facility "will not take one electron" from the public grid.

This is what the AI buildout actually looks like in 2026. The binding constraint on hyperscale has shifted to grid interconnection. The queue in most ISOs now runs 5 to 7 years. Hyperscalers do not have 5 to 7 years.

So the workaround is pipeline gas. You stop waiting on PJM, MISO, ERCOT, or WECC, and you build your own power plant next to the rack. Stratos pushes that further than anyone has dared. 9 GW is roughly the output of nine nuclear reactors. They plan to generate it from natural gas on private land, as fast as the turbines can be installed.

Utah cut the energy tax from 6% to 0.5% to land the project. The MIDA director said the quiet part out loud: "we don't want to strangle the goose that lays the golden egg."

Local pushback was inevitable. The project doesn't draw from the public grid, so household power bills are untouched. The protest is about 40,000 acres of construction, gas turbine emissions, water draw for cooling, and what happens to a cattle county that's about to host the largest private power plant in the country.

Kevin spent two decades on Shark Tank picking apart cap tables. He is now building the largest off-grid generation campus in North America and renting it to AI labs.

Compute scarcity is a power problem dressed up as a chip problem.

[@jason @Jason]

I’ve invested in 700 private companies

Providing liquidity and loans to high performing founders is completely standard.

In fact, investors encourage loans and secondary sales for founders to enable them to go for the Gold — which is exactly what SpaceX has done.

The @NYTimesPR is presenting this as a controversy, when in fact it’s the private company playbook in 2026.

Another hit job from the NYT

[Candy Man @time2node]

@CPOfficialtx The fact that the entire industry has missed this tells you something about the current state of the industry. It’s not serious about the core thesis of the blockchain.

Let’s get serious. Let’s get back to our roots.

[Pavel Durov @durov]

The TON blockchain just got upgraded and is now 10× faster.

Block rate increased 6×.

Transactions are now instant, subsecond.

This was step 1 of 7 to Make TON Great Again (MTONGA).

Next step: cut the already low transaction fees by 6×.

[Kat A 🌸 @SaiKate108]

Whoa!

Rowan Dean blasts all Govts for the past two decades for destroying Australia’s energy independence!!

‘ Two decades ago we were energy independent with 8 of our own refineries.

Today we are almost totally reliant on imports and face a nightmare scenario.

One of the world’s richest energy Nations is at the point of having no energy.

If that’s not criminal negligence it’s certainly political negligence.

It’s an absolute disgrace.’

It so needed to be said .

💥👏💥👏💥👏💥

[Clover Nodes @CloverNodes]

Okay $MNTX wow 🚀

[Candy Man @time2node]

@CloverNodes @PranaNode @WorldMobileTeam Well played Brother.

[Brandon Tatum @TheOfficerTatum]

Kevin O’Leary, worth an estmated $400M, just went nuclear on two podcasters pushing a wealth tax on Elon Musk:

“You’re going to hell for saying that… It’s un-American and will destroy the economy.”

[Aus Integrity @QBCCIntegrity]

BREAKING: Queensland oil resource has been confirmed and is suitable for refining of Unleaded, Diesel & Jet A1 Kerosene.

A refinery large enough to process the output must commence immediately.

Will the Federal govt block or support this?

[Clover Nodes @CloverNodes]

World Mobile dropped a fire blog yesterday and it’s already getting major coverage.

Most people still missed what it means.

EarthNodes are no longer just telecom infrastructure. @wmchain is positioning them for autonomous AI agents 🧵👇

[Candy Man @time2node]

So proud to be a part of this journey from the early days.

Well done @MrTelecoms and team!!

[Base @base]

What if you could own your phone's network?

@WorldMobileTeam is a user-owned mobile network with coverage across 99% of the USA and 60+ countries. Anybody can deploy an AirNode to extend network coverage and earn rewards.

User-owned. Globally distributed. Live on Base.