First they ignore you, then they laugh at you, then they fight you, then you win. - Hyperliquid

all the break-out traders feel trapped rn. kinda feeling the same r we in disbelieve?

noticing RH eco didnt really catch up with the recent btc move and now struggling to hold floor

Everyone points at $POD FDV. Here is where the supply actually sits: tl;dr 500.00M total -160.00M treasury (32%) -256.85M staked xPOD (51.37%, incl. 87.5M team) - 37.50M team still streaming (25% team minus the 87.5M already staked) = 45.65M liquid (9.13%) specific: 32% node emissions treasury. It only releases as inference gets served, and that same inference is what funds the buybacks. No calendar unlock, no cliff. 25% team. Fully vested into non-cancelable, non-transferable Sablier streams. 87.5M of it is also staked. 51.37% staked as xPOD, behind a 3-month cooldown. Streams: app.sablier.com/vesting/stre… app.sablier.com/vesting/stre… Tokenomics: dphn.ai/docs/tokenomics

JUST IN: DOC was saying this already

Grayscale just mapped the exact lane $POD sits in. Persistent compute bottleneck. Inference is the next scaling war. Decentralized compute is a real way to play it. They name Akash, Bittensor, and Venice as tokenized inference capacity. @dphnAI built the uncensored models Venice runs on. Peer-to-pool inference, not Akash-style P2P rentals. No equity claim on cash flow. 100% of revenue buys back $POD. That’s the thesis.

things are getting weird on imd.fun 135 agents online 98 working and the community has already started building internal tooling to track their agent productivity @MetalLegBob @cryptokarlheinz @BreakThePoint @surfcoderepeat

for those wondering: @CoinbaseWallet is the only app that shows the correct mc of $POD @dexscreener & @coingecko got it wrong.

gm

It'll soon be time for everyone's favourite crypto pattern again.

been building a position in IMD, or should I say FrenPet? ;) tl;dr chad dev @surfcoderepeat and gud tek. full thesis below

So to @jkrdoc who shilled me $NPC back then around 10 mil mc Legend @cryptocevo

btw pro tip for the new guys: during a bull market you should actually be doing *less*, not more by over-rotating on your positions trying to catch the latest thing, or worst still, chase what is pumping, you mathematically erode your gains ex: → you hold $10k of token X. it doesn't move for weeks → you get bored, sell it, and buy token Y, which is already up 50% → Y goes up another 10%. you're at $11k. you feel smart. you don't take profit → Y cools off and drops 27% from the top. you're now at $8k → meanwhile X, the token you sold, finally runs 50% if you had done nothing: $15k because you "did something": $8k. 7k gap from one rotation, and a +25% to get back to where you started in a bull market, the most important thing to do, is sit on your hands. ideally you should have planned, allocated, and all you have left to do now is to hold.

I think $NPC is one of the more interesting asymmetric bets in the meme market. Most memes are created for crypto. NPC wasn’t. The meme has been part of internet culture for years. That gives it something most projects spend millions trying to create: culture that already exists

On my radar... base:0xed664536023d8e4b1640c394777d34abaff1df8f - API imminent (next two weeks), I can squint and see it evolving into something like what you've suggested @Pluralis - exciting technical breakthroughs, if it works, this will absolutely fit the bill

tell me about $POD w/o telling me about POD

Trading will be the single fastest growing industry over the rest of this decade. People feel like they are running out of options to change their financial situation.