nitter
Logo
Nick Carpinito
@0xMetaLight

Research @blockworksres / @Blockworks | Cooking @DePINPulse

Boston
carpinito.id/
Joined December 2021
  • Tweets 2,693
  • Following 1,435
  • Followers 3,259
  • Likes 36,782
460 Photos and videos
  • Tweets
  • Tweets & Replies
  • Media
  • Articles
  • Search
Nick Carpinito
@0xMetaLight
Sep 17
Article

The Math Behind DAWN’s Vault

@dawninternet opens deposits for its USD.infra Vault on Tuesday, and the design choices deserve more attention than the launch itself. The protocol, built on the Andrena fixed-wireless network that

1
4
28
1,983
Nick Carpinito
@0xMetaLight
Sep 15
Article

USD.AI: The Loan Book Catches Up

Top Idea We are constructive on sUSDai and move CHIP from Underweight to Neutral. sUSDai pays 6.98% net today, loan interest now supplies roughly three-quarters of that yield, and escrow step-ups add

3
3
36
4,978
Nick Carpinito
@0xMetaLight
Sep 10
Article

World's Launch Theater

@world_xyz spent Monday running crypto Twitter through a funnel. The team posted "it's time, send your solana address" and pulled 2.1M views. Six hours later it thanked followers for "participating in

6
674
Nick Carpinito
@0xMetaLight
Sep 3
Article

Anatomy of a Helium Squeeze

@helium HNT printed its multi-year low of $0.167 on Aug. 15, a market cap near $31M. Two weeks later, the token touched $0.96 intraday, a 5.7x move trough to peak. It trades near $0.50 as of this

3
3
30
3,584
Nick Carpinito
@0xMetaLight
Aug 27
Article

Darkbloom's no-token DePIN test

DePIN teams spent the last cycle arguing that token emissions are the price of bootstrapping distributed hardware supply. A side project out of @eigencloud quadrupled its machine count over a single

4
4
31
4,700
Nick Carpinito
@0xMetaLight
Aug 20
Article

Trust Can't Wait

Today @Blockworks launched RapidFile, a free filing platform for the Token Transparency Framework. RapidFile lets any project build years of trust in minutes, streamlining a process that has

2
6
27
1,966
Nick Carpinito
@0xMetaLight
Aug 13
Article

Compute That Pays Twice

Making proof-of-work do something useful is not a new idea. Bitcoin miners burn hashes that do nothing else. Inference providers sell GPU time to customers. Tomorrow, at block 126000, @nockchain's

2
8
425
Nick Carpinito
@0xMetaLight
Jul 9
Article

Grass sells the news

Grass held its second Token Holder and Network Participants Call on Tuesday, and GRASS closed down about 32% at $0.37. The reaction ran opposite to the disclosure, which is the tension worth holding.

3
19
1,668
Nick Carpinito
@0xMetaLight
Jul 8
Article

Compute Capital Markets: Financializing the AI Supply Chain

Key Takeaways Traditional exchanges now trade GPU compute the way they trade oil or wheat. In a ~16-day window in May 2026, three venues listed cash-settled GPU futures, CME with Silicon Data (May

2
8
55
7,925
Nick Carpinito
@0xMetaLight
Jun 26
Article

Bittensor: Less Leakage, More Leverage

Top Idea Bittensor has redirected roughly a third of its emissions away from 57 subnets it judged inactive, the largest single discretionary reallocation of network inflation since the move to dynamic

1
5
27
4,166
Nick Carpinito
@0xMetaLight
Jun 25
Article

GROVE launches with a penalty clock

@grovedotfinance announced GROVE today, a 10B supply ERC-20 on Ethereum with 70% of the supply designated for the Sky Ecosystem. The token has no trading or claiming mechanics at launch, and staking

9
939
Nick Carpinito
@0xMetaLight
Jun 18
Article

Stocks as Collateral

@NestUSD on Solana (not to be confused with @NestExchange on HyperEVM)  launched nUSD (not to be confused with the Neutrl dollar), a stablecoin backed by tokenized US equities and USDC. The design

9
698
Load more