Software Engineer by profession. Skeptic by nature. AI needs power. Machines need money. Watching the scarce inputs, not the narrative.
대한민국
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$KAS 🐋
Dear Wallet #1,
As Kaspa navigates current price pressure, perhaps the time has come to step out of the shadows.
The community would warmly welcome the opportunity to learn who you are, what led you to accumulate $KAS, and how you view Kaspa’s long-term future.
If you have a concrete vision or roadmap to support and expand the Kaspa ecosystem, sharing it could strengthen confidence across the community.
This is not a demand, but a sincere invitation from a community that believes in what Kaspa is building.
With respect,
A fellow Kaspa believer. 💚
$KAS #Kaspa #BlockDAG
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Kaspa’s endgame:
⚔️ DAGKnight for adaptive consensus and near-instant transaction confirmation.
⚙️ vProgs for verifiable programmability with ZK proofs and, ultimately, composability.
Everything else is the path to get there.
$KAS
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MY BET! 🎯
Microsoft. Oracle. Google. Amazon. Meta.
Could one of these giants be part of MARA's AI infrastructure future?
Time will tell. ⏳
$MARA
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Fellow $MARA shareholders, let's not lose hope. We're still here... somehow. 😂
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Does the same hold true for $MARA? 🤔
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Fred, Elon Musk is warning that AI infrastructure companies without strong independent revenue may not survive.
Where does $MARA stand?
Where are the customers, the financing, and the concrete commitments behind the Starwood JV?
Shareholders need answers, not promises.
@fgthiel
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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Buy the dip.
$KAS
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Microsoft. Oracle. Google. Amazon. Meta.
Could one of these giants be part of MARA's AI infrastructure future?
Time will tell. ⏳
$MARA
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