B3 stopped being a gaming company in 2025 but we're still being incorrectly comped as one. B3IQ sold 8 figures of GPUs in its first two weeks. Since then, we've seen more than 9 figures in deployment demand for our modular data center. Here's a peak into what's changed and why we believe helping AI builders on their own AI infrastructure is at least a $100B opportunity. Through Andromeda Insights, we had a front-row seat to the GPU market. We made a bet that GPUs would become an emerging asset class, and that more AI builders would want to own the infrastructure their products run on. B3IQ is the business we built around that bet. The AI CapEx buildout is substantial. According to NVIDIA, the five largest hyperscalers are expected to spend ~2T over the next 2 years. Alongside them is a growing but underserved economy of AI builders running fine-tuning, inference, research and agents. They want to own smaller deployments of high-performance GPUs. Builders can rent compute or buy hardware, but bringing together ownership, financing, hosting and monetization still largely falls on them. B3IQ is built specifically for these builders. We bring procurement, financing, hosting and operations into one product. Builders own high-performance NVIDIA systems for their workloads. When those systems have idle capacity, we connect it to outside demand so owners can earn from the capacity they aren’t using. Each deployment also builds the supply for a larger product: a distributed compute network and matching engine. We are starting with the GPUs we bring online ourselves, then intend to open the network to other owners and facilities. Software will coordinate capacity, pricing, workloads and settlement across the network. Builders can be both customers and suppliers, using the compute they need and making the rest available to others. B3OS adds agents and automation that turn that compute into useful work. base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 remains the native token of the ecosystem. As B3IQ and B3OS scale, our goal is for base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 to become increasingly connected to the usage and economic activity these GPUs create. We are building B3 around AI builders: helping them own their AI infrastructure, earn from available capacity and participate in a broader compute economy.

What’s one crypto you think is seriously underrated right now and deserves way more attention than it’s getting?

Altcoin dominance has broken out of nearly 2-years downtrend. Could this finally be the start of altcoin season?

7 in 10 Americans don't want an AI data center built near them, per @Gallup in March. That opposition shows up in permitting fights and in what lenders will finance. Demand for compute keeps climbing anyway, and teams renting GPUs wait on capacity someone else has to build. See why owning compute is becoming a hedge against the backlash.

own the metal

The biggest moat in the world right now is access to COMPUTE Meta's new Muse agent hasn't even hit 1 million users and it's struggling to serve them Whether the compute is used for better models, better products, replacing digital labour or even physical labour, its compute that makes it work If you can't get compute (which is the most in demand / scarce product in the world right now), then you can't function I don't think the market fully understands this yet. The winners in AI won't just be whoever has the best model, it'll be whoever can actually SERVE it Elon definitely understands this and it's why I think SpaceX and Tesla win in the long run: SpaceX went from 400MW of compute a year ago to 1.4GW by June, and expects 2GW+ by year end and 10GW by EOY 2027 (wow) OpenAI and Anthropic are also doing everything they can to buy more compute and they are expected to take on 50% of all the new compute that comes online in 2027 Whoever gets the most of that compute wins, plain and simple I dont hold $SPCX in my portfolio becuase of rockets, I hold it becuase I think they will own the most compute by the end of next year. A big part of my portoflio is positioned around this. If you want to see my entire portoflio, you can do so here: link.milkroad.com/t5837z Don't forget to give me a follow @kylereidhead for more insights on AI and markets

swapping models on the same GPU costs more than people think. unloading old weights, zeroing VRAM, loading new ones back to back and you're looking at real downtime per swap. easier to just run fewer models per box than to get fast hot-swapping working right.

H200 rental rates have climbed back to where they stood at launch, even as Blackwell-generation B200s and B300s come online at scale. This is a clear signal that demand for compute is outpacing supply across every generation, and that prior-generation hardware is holding its value far better than most depreciation models assumed. For anyone buying, selling, or financing GPUs, it's a reminder that compute pricing is less about the chip on the spec sheet and more about who has capacity available when it's needed. lnkd.in/dh5QM2Wx

H200 rental rates have climbed back to where they stood at launch, even as Blackwell-generation B200s and B300s come online at scale. This is a clear signal that demand for compute is outpacing supply across every generation, and that prior-generation hardware is holding its value far better than most depreciation models assumed. For anyone buying, selling, or financing GPUs, it's a reminder that compute pricing is less about the chip on the spec sheet and more about who has capacity available when it's needed. lnkd.in/dh5QM2Wx

LATEST: 📊 CryptoQuant says Bitcoin's bull market is now "confirmed," with technicals, valuation, and on-chain data all pointing higher after BTC reclaimed its $80,500 365-day average.

This blows my mind, almost 15,000 new holders since Monday. $B3 is bringing in serious buyers and holders alike.

People have no idea the transformation that we've gone through as a company, truly mind blowing. Started in crypto gaming, acquired an industry leading gaming systems integrator, scaled that business + launched our AI / compute business recently. Many failures along the way, but never bet against ex-@coinbase founders. We never gave up, kept building throughout the bear on something real. Now @b3labs is solving complex problems + scaling to meet the massive success & demand we're seeing in AI. Our ambition is to democratize compute: distributing ownership of H200, B300, 6000s & future blackwell + latest gen AI hardware to more individuals... This speaks to the ethos of crypto (democratize finance = democratize power = democratize intelligence), and most are sleeping on what this entails for the base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 token & our community. We hope you'll join us on this mission.

The largest asset manager in the world says AI compute could be tokenized. We agree 😏 Today, if you want exposure to compute as an asset, most of the options are indirect: NVIDIA stock, DePIN tokens, cloud providers, etc. We think the most interesting asset is the machine itself: B300s. H200s. RTX PRO 6000s. Real hardware producing real compute, with real demand behind it. We’re already seeing how much people want to own these machines outright (enough demand to break our Stripe account). Tokenization can take that model further, expanding who can participate in ownership of physical AI infrastructure. Our goal is to expand ownership of compute - not just for hyperscalers and the Fortune 500. More soon.

Feels like base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 is starting to heat up…. Most if CT doesnt know what a NeoCloud is, but research @b3labs and you will understand Its an incredibly profitable business model within AI infrastructure If you think b3 pumped a lot today Zoom out

B3 stopped being a gaming company in 2025 but we're still being incorrectly comped as one. B3IQ sold 8 figures of GPUs in its first two weeks. Since then, we've seen more than 9 figures in deployment demand for our modular data center. Here's a peak into what's changed and why we believe helping AI builders on their own AI infrastructure is at least a $100B opportunity. Through Andromeda Insights, we had a front-row seat to the GPU market. We made a bet that GPUs would become an emerging asset class, and that more AI builders would want to own the infrastructure their products run on. B3IQ is the business we built around that bet. The AI CapEx buildout is substantial. According to NVIDIA, the five largest hyperscalers are expected to spend ~2T over the next 2 years. Alongside them is a growing but underserved economy of AI builders running fine-tuning, inference, research and agents. They want to own smaller deployments of high-performance GPUs. Builders can rent compute or buy hardware, but bringing together ownership, financing, hosting and monetization still largely falls on them. B3IQ is built specifically for these builders. We bring procurement, financing, hosting and operations into one product. Builders own high-performance NVIDIA systems for their workloads. When those systems have idle capacity, we connect it to outside demand so owners can earn from the capacity they aren’t using. Each deployment also builds the supply for a larger product: a distributed compute network and matching engine. We are starting with the GPUs we bring online ourselves, then intend to open the network to other owners and facilities. Software will coordinate capacity, pricing, workloads and settlement across the network. Builders can be both customers and suppliers, using the compute they need and making the rest available to others. B3OS adds agents and automation that turn that compute into useful work. base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 remains the native token of the ecosystem. As B3IQ and B3OS scale, our goal is for base:0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3 to become increasingly connected to the usage and economic activity these GPUs create. We are building B3 around AI builders: helping them own their AI infrastructure, earn from available capacity and participate in a broader compute economy.

Buying a full H200 node outright is out of reach for most individuals, so B3IQ lets owners start with an initial payment and pay the machine off over time. We host it in our secure Oregon warehouse. When you don't need the machine, you can opt in to rent it out to labs and research teams, and a share of that revenue can go toward the purchase price. @viktoriya0x walks @CamiRusso through one scenario, a node rented at full capacity for a year, and what compute rents for on the market today.

JUST IN: BlackRock says AI compute could be tokenized in the future

JUST IN: BlackRock says AI compute could be tokenized in the future.

JUST IN: BlackRock says AI compute could be tokenized in the future.