Null of Void @nullofvoid0
Joined December 2010-
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started using surplus intelligence recently and think its a dope product, something like this is much needed imo (ie. spot inference marketplace) -- @AntSeedAI and @Ask_CarpeDiem are dope but they only support reselling of DIEM based inference (still very cool) surplus on the otherhand is working on becoming a generalized aggregator for api keys from any provider (openai, anthropic, openrouter, venice etc) -- for ex: say you get into YC and get $2M in credits (recent deal for startups) and you only need $500k or so, so you'd ideally wanna sell the remaining $1.5M at some discount (say 33% and get $1M back) -- right now there's no real way to monetize it other than surplus i think as inference becomes one of the most important commodities for humanity, and as models, providers and consumers fragment something like surplus will thrive -- even if you don't have credits and are a GPU based inference provider instead, you might get little to no traffic on openrouter because of their ranking system -- on surplus you can sell your compute at reduced cost and still recoup costs i think the future of this would look something like hyperliquid, where model token prices and capacity would act like a token, liquid, where more usage automatically bids prices higher and as usage drops the token price drops lower, this lets providers figure out what models to run, how to price them etc i was looking at building something similar but great to see @mac_eth iterate and scale this (also ex-cb) -- thought it would be worth calling out good builders doing something new -- metrics are also looking great, looks like team is scaling up, revenue is zero (no fees at this stage) but if there is significant volume, even a small % of fees flowing back into buyback and burns would make this a pretty lucrative opportunity -- NFA as usual but one of the more interesting base AI bets
A few metrics on surplusintelligence.ai: * New ATH for number of transactions * Buyers at same high as yesterday * Still $0 revenue as I've said many times before Product unchanged. Roadmap unchanged. Continuing to focus on improving UI and migrations for scaling. Team is
@0xSleuth_ 6.9M$ worth robotics pre-IPO assets, 3M$ cash, 19M$ worth $DEUS token. $BOT nav calc doesnt consider $BOT token as portfolio asset in nav calculation. only consider the robotics assets. At best 1:1 comparison, nav is at 6.4x for $DEUS (63m / 9.9m assets)
@Prints_sol @stitchdegen @JAYZPLAYZZZZ @grok x.com/SOCK_ERC/statu…
Trump Socks l $SOCK 0x2e0Bd1F00B88134758DF4c361b25e7b44AD47219 dexscreener.com/ethereum/0xaec…
@ImperiumPaper “Has made an Investment within uniswap ecosystem” didn’t mention UNI buy directly
@hell0men @kornik_crypto Yes. Resort to philosophy. Great response
@hell0men @kornik_crypto Team and investor tokens can be given governance right. But shouldn’t be considered for revenue share especially when those tokens are under cliff. Too much bias. They can use their unlocked tokens to get revenue share
@kornik_crypto @hell0men Exactly. And another crazy thing is allowing unvested team and investor tokens to be converted to veYB to eat the share of revenues. Most of the revenue is going to insiders and teams at the cost of $YB holders. Investor/team share of $veYB is very high compared to public
Another day. Another 1% supply acquired by protocol. Total 7% supply acquired and only 4% in last 5 days alone. $clanker
$clanker @_Clanker acquired more than 3% of total supply just in last 4 days. Let that sink in. Imagine what will happen when multi week base season happens (whenever that is)
$clanker @_Clanker acquired more than 3% of total supply just in last 4 days. Let that sink in. Imagine what will happen when multi week base season happens (whenever that is)
@bankrbot @asko_9505 @YamoNft what is the swap fee %?
@coinfoin_ Imo, primary reason Zama was able to raise 44M$ was because many were trying to arbitrage the sale price and premarket price. If there was no premarket listing, the sale would have raised less than half of what it did now.
@sjdedic Interesting chart. Can you also have a look at similar chart for tokens listed on top perp dex, hyperliquid? The chart saying nothing on binance. Its says more on the market sentiment, predatory tokenomics and quality of projects.
@100xDarren @CreatorBid Advisor, Team and Private sale cliff is over. Their vesting started. Hence the inflationary emissions are cut down. It would be much welcome move if they make their team vesting performance based.
@sunil_trades crazy times. thank you for your continuous updates through this time. very selfless of you.
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