EV3 Sal
@DAnconia_Crypto
investing in networks @EV3Ventures. nothing i post is investment advice 🇻🇪🇺🇸🇵🇷
“So you think that money is the root of all evil?” said Francisco d’Anconia. “Have you ever asked what is the root of money? Money is a tool of exchange, which can’t exist unless there are goods produced and men able to produce them. Money is the material shape of the principle…
is there a single post-TGE DePIN today that my abuela can install without leaving her house that makes >$3/day in rewards?
Thoughts DePIN and AI related infrastructure crypto project tokenomics Some bits in here inspired by @DAnconia_Crypto analysis on Telco capital stack
x.com/i/article/1948…
powering the DePIN app store shop.dawninternet.com
Rough @dawninternet Black Box salt sheet based on retail hardware cost estimates, highlighting the most likely NVIDIA GPU models. - We can estimate that the DAWN DPDK + VPP based router components are worth around $400-$500. - Dawn is selling these devices with "single-digit…
ticker is auki btw
“We can’t say that the AI revolution has truly begun until Terri can get a better job than being an intern.” Onstage at #FortuneAISingapore, @broodsugar, founder and CEO of @AukiNetwork introduced Terri, the humanoid robot. trib.al/VeZNgaq
There are three universal lies margins are weak (but we’ll make it up in volume) the check’s in the mail and
The journey to finding the right GPU partner for the Black Box was an interesting one. I've long felt frustrated by how decentralized GPU computing seemed to be drifting away from retail users, focusing instead on $3k+ GPUs. Yet retail built this industry! Retail is where the…
Introducing: DAWN’s Black Box AI Partner @fortytwonetwork The DAWN Black Box integrates FortyTwo’s Swarm Inference, allowing the Black Boxes to form a swarm of fine-tuned Small Language Models (SLMs) for specific tasks and domains.
Good writers haven’t had this much influence since the American Revolution
Dawn x FortyTwo wireless x inference solana x monad ev3 portco x ev3 portco 😎
Introducing: DAWN’s Black Box AI Partner @fortytwonetwork The DAWN Black Box integrates FortyTwo’s Swarm Inference, allowing the Black Boxes to form a swarm of fine-tuned Small Language Models (SLMs) for specific tasks and domains.
datacenter energy demand is inelastic => undersupply of demand response / flexible energy capacity => yields on residential batteries moon => @daylightenergy_
Jefferies: "The lack of DR is indeed an angle we had not anticipated. Yes, eventually peak shaving and other demand responses to higher capacity prices will motivate customers, but we appreciate that new load (Data Centers) appears to be quite price inelastic. This equally has…
Dawn x Blockcast wireless x multicast solana x solana
Introducing: DAWN’s Black Box Partner: @BlockcastNet Blockcasts's multicast Content Delivery Network unlocks the full capabilities of the Internet: massive 4K live events with ultra-low latency. Integrated directly into the Black Box, users can seamlessly contribute towards…
AT&T snapshot financials just dropped (earnings call starts in 10 mins) +400k postpaid net adds for AT&T +150k for helium mobile +50k for verizon prepaid -50k for verizon postpaid AT&T's subscriber churn up +17bps YoY, now at its highest level since covid Q1'20 T mobile…
its telco earnings week, with Verizon reporting results monday and AT&T + T-mobile on wednesday So far, @helium_mobile is leading the pack in terms of new subscribers added in Q2'2025 👀 helium mobile: +150K verizon prepaid: +50k verizon postpaid: -50k
its telco earnings week, with Verizon reporting results monday and AT&T + T-mobile on wednesday So far, @helium_mobile is leading the pack in terms of new subscribers added in Q2'2025 👀 helium mobile: +150K verizon prepaid: +50k verizon postpaid: -50k
This morning @mparmstrong_ showed me a decade old article by @cdixon about how screenshots are so awesome. I would say he predicted zkTLS, just didn't know it. Will link Dixon's article 👇 x.com/Euler__Lagrang…
x.com/i/article/1947…