3 words better than: “ur still early”

I wholeheartedly agree Coin aside, this experiment is incredibly compelling Spend some time reading through it and you almost inevitably become emotionally invested in the experience "You", (parafactual) the person behind the idea, seems incredibly intelligent and open minded And the AI she created is genuinely profound The whole thing starts making you question reality a little, all of which is great lore for the token solana:CvUX4G2tzq7J3ECmNvWZLayZYV6KpgQp6SJ5K8Uvsu5g

8 beta testers signed up for Trion so far - looking for 7 more people. We're putting $20 of USDG straight into each tester's trading account, so they can trade CMPT-USD (the price of one H100 GPU-hour) with real money on mainnet without touching their own funds. No gas needed to get started. Beta testers get: - $20 USDG to trade with on mainnet - A direct line to us for bugs and feedback, and a say in what we build next sign up below. trion.market/beta/

Mace Windu fell out of a Windu where did he go? piped.video/watch?v=MwHocQFl… $WINDU Robinhood Chain CA: 0x5EcA3fF64F05789145C9792F8d1141dcF5eB64bc 0 tax. 0 team.

Trion Agent Kit now live. Let your code or AI trade inside limits you set. Agent keys can't withdraw. Revoke anytime. TypeScript SDK · Python SDK · MCP connector for Claude, ChatGPT and more. Docs: trion.market/docs

We're building the Trion SDK. AI agents run on compute and pay for every hour of it. Soon they'll trade it: read the price, watch the book, sign with their own key, and be able to hedge their own GPU bill. Built for agents. trion.market

Think @bitget hot wallet might’ve just been hacked for 20M? something hella fishy happening on @arbitrum Fresh wallet 0xe410…d946 just bought 7,111 ETH on Arbitrum in 6 min with 19.67M USDT0 (from a Bitget hot wallet), via UniswapX + 1inch Fusion, paying up to +5% over spot WETH/USDC pool hit $2,870 which makes no sense if someone was just trying to buy eth That’s just arb chain

Compute is the most valuable resource in the world right now, and I believe it only goes up from here. Every model, every agent, every AI product runs on it. Demand is exploding. Supply is selling out everywhere. Here's my thesis, and our plan for Trion. Demand is exploding • The biggest cloud providers are projected to raise capex 98% in 2026, then another 50% in 2027 (TrendForce). • Goldman Sachs estimates more than $5 trillion of cumulative AI capex from 2025 to 2030 (cited by BlackRock). • AI tools deliver value an order of magnitude greater than their cost (SemiAnalysis). At that return, demand doesn't blink at price. Supply is sold out • By spring 2026, on-demand GPU capacity was sold out across every GPU type, and capacity coming online through September was booked in advance (SemiAnalysis). • H100 contracts signed 2-3 years ago are renewing at the same rates, some for 4 more years. • On AWS, buyers were fighting to pay $14 an hour per GPU for B200 spot capacity. The inputs are repricing • Server DRAM contract prices rose 64% in 2H25, with a further ~270% jump expected in 2026 (TrendForce). • HBM could climb another 70-140% in 2027. • Every GPU is built on memory. When memory reprices, compute follows. The price has turned A year ago, the consensus was that GPU rental prices would keep falling. The opposite happened. H100 1-year rental contracts climbed almost 40%, from $1.70 an hour in October 2025 to $2.35 by March 2026 (SemiAnalysis). My thesis For the next two years, compute gets scarcer and more expensive. Demand is growing faster than fabs, memory lines, power and data centers can be built, and new capacity is spoken for before it arrives. Compute is the defining commodity of this era, and every great commodity gets a great market. CME plans to list GPU futures on October 5, pending CFTC approval. BlackRock says compute is becoming "a distinct, large, and increasingly investable economic resource." Wall Street is starting to price compute. Trion already trades it. Live on Trion today • CMPT: a public price for one H100 GPU-hour, from six named venues • Calls and puts on CMPT, on Robinhood Chain • Perps are next. The plan: own the compute itself • The $TRION tax buys GPUs • We rent them out • Holders get discounted access • Rental income buys more GPUs The fleet grows one GPU at a time, and every GPU helps buy the next. The endgame: GPU-backed perps Perpetuals on the price of compute, backed by hardware we actually own. The world is going to run on compute. I'm building Trion to be where it gets priced, traded and owned.

I've seen a lot of action in some of the new DeFi protocols ($PARE and $NOTE, for example). It's great to see the infra thesis starting to playing out on RHC. There are definitely some mispriced assets right now if you look around. $EARN has a TVL of 1.4M and sits at ~3.3M FDV, down about 50% from its ATH a week ago. The developer ships new features weekly. Yes, this is not as 'sexy' as some of the more flashy new DeFi protocols. But it's valuable, and imo it will inevitably experience TVL expansion as tokenized equities grow on RHC. It's the only protocol that offers significant yeild just by depositing your onchain equities into one of the omni pools (or an automatically managed pool). They are building a new DeFi primitive with the Omnipools, which shares liquidity between multiple assets The addition of leveraged omni pools to increase yeild adds even more optionality for yeild. With the recent bullish news about the SEC innovation exemption onchain equities, it's clear that the tokenized RWA market is going to see huge growth. And $EARN, as the yeild layer, is poised to benefit. The dev is shipping rapidly, and the project sits at the heart of this cycle's strongest narrative. I think the market cap will reprice soon. I find it strange that the price has dipped given the rise of other protocols tied to tokenized stocks, but it also means you can get a good deal. I've got a very large bag of $EARN, but I bought more here at this market cap because it's so mispriced increasing my position. I've bought in at 1.5M, 2M, 3M, 5M, and even 6M. So I'm probably just a little bit over my cost, given the capital invested between 3-6M. But I feel these buys will look cheap in some weeks and months, when @EARNONHOOD is sitting at 30 to 100M cap and is the number one yeild protocol on RHC, with 9 and even 10 figures of TVL locked into the protocol. We are still early here.

Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…

@hades_privacy by @shlok_dm might just be the privacy gem we were looking for: some interesting background on @shlok_dm dev: >ex-Starknet team dev >built @polyhedge, which Starknet officially listed as part of its privacy ecosystem >Starknet mentioned Polyhedge TWICE while talking about its privacy stack >won multiple hackathons, including Ethereum + fintech tracks >followed by Coinbase’s head of engineering, pmarca + Marc from a16z and a bunch of other giga dudes what is @hades_privacy: HADES is basically building a privacy super app sitting between web3 + web2, with the token powering private exchanges, consumer apps + offramping. The idea is that memes + stocks can be used privately to get USD and actually pay for real world stuff, bridging onchain assets with everyday payments. They basically want to pioneer that whole stack with HADES FYI: StarkWare, the company behind Starknet, was last publicly valued at $8B, with $250M raised in equity + a $12M Ethereum Foundation grant 0x923d915ddf0fe60c04addac68e13f0d5af03164f

Quick list of things to get done by end of week what we're building next. • Open the Trion Discord • Improve the trading experience • Liquidity bootstrap: deeper order books on every strike • Community liquidity bootstrap for perps • Buy our first GPUs • Put the fleet to work renting out compute • Holder discounts on Trion GPU time • Grow the fleet with the $TRION tax • Build and launch cryptos first compute perps We'll post updates as each one ships. app.trion.market