Caco

Probably not obvious to most yet but I think compute is the next commodity Wall Street learns to trade. If you just look you can see gpus already used as loan collateral and rental prices already have indexes. Just to explain better oil also became a market when a barrel could be measured. That is why I think compute becomes one when work can be proven. In my opinion two layers are needed: Compute you can trust bit for bit, same results on any hardware . Inference you can prove came from the model you paid for ofc with a market to buy it. ...two chains building exactly that I am heavily in both...

All roads lead to @InferenceFi this week and none of them were built by us. Vincent Zhong from Liquid AI: same open model scores 78 to 89 percent depending on which provider you hit bcs providers quietly quantize and swap kernels and you cannot tell. OpenRouter: biggest router change since founding from price first to quality first. Requests cost 7 percent more and people take it. Now read what @inferenceFI posted last week. Three problems: you cannot test an answer at the dock, you cannot store supply, and todays market prices the rig instead of the oil. The fix: every answer on @Tensorcash carries a proof of the model that wrote it every token is verified and identical whoever produced it, speed is a service level priced in the open and an index of real verified output read from the chain. Order books for LLM tokens in their own words. Two outsiders described the problem this week without knowing we have already $TSC solving it. The design for the answer is already on chain still being built, still early, still quiet. ...and still on Tradfi frontruning mission anon ❤️ $TSC nitter.cf/vincentzed_cuda/status… nitter.cf/OpenRouter/status/2115…

Binance just lost around 6 billion dollars and it is not from some chain bug it came from one engineers laptop that could tell the exchange to send coins out. Bitcoin, ETH, stables, all gone the same way bcs the chain stops mattering the moment you hand your coins to somebody elses server. That is the lesson institutions take from this week: the risk is not the ledger it is the middleman. Now look at what $TSC already has at the base layer also live today: Native assets in consensus. INFERENCEFI was registered on chain last week as a protocol level asset not some token contract and what best is there is no contract to drain. No general VM ,no smart contracts, no bridge contract not even upgradeable proxy somebody can point at a new address. The attack surface of an exchange token on Ethereum simply does not exist here. Post quantum signatures from block zero. Not a roadmap item the chain launched with them. Bitcoin Core lineage. UTXO model, the most battle tested codebase in crypto with the inference proof and asset layer added on top. And what is being built on that base by design, not bolted on later: a DEX where your coins lock on L1 under your own key no deposit to an operator. Derivatives that settle in consensus from the block header no price oracle to poison. A CFD on the inference index announced as native on L1 with all fees in TSC. Put it together if AI compute becomes a commodity that gets priced, hedged and traded, the venue has to be one where nobody wakes up to find a laptop emptied it. TSC chose the boring, hard, no backdoor path at the base layer before it had a single institutional customer. This week shows why that was the right call. Frontruning Tradfi in real time was never so simple anon❤️ $TSC

This guy built a browser extension for SafeTrade and part of the code was written by a coding agent running on Qwen 27B served by a TensorCash miner with a receipt he checked himself. Now look at what that means. The useful part of TSC already works it is not roadmap or some kind of testnet. A miner served a real coding session, mined the chain with the same computation and the buyer could verify which model wrote the proven part. Independent benchmark last week showed mining adds between minus 1.1 and plus 0.3 percent GPU time to serving so the miner gives you inference and a proof for basically free on top of what he does anyway. Web2 providers cannot do that, not the proof and not the cost structure. Their GPU earns only when a customer pays but TSC miners GPU earns block reward 24/7 and every customer is extra on top. His floor for a quote is lower than anyone who has to pay a GPU bill from inference alone. Only thing that is missing is DEMAND. Capacity on the network today is worth around 2.1-2.3 million dollars a day at median prices but sold is still close to zero. So everything works it is just nobody is buying yet, but yet. That is the whole gap between a 30 something million market cap and whatever this becomes. Here is also the part people have not understood. If you believe inference becomes a commodity you need a place to trade it, hedge it and leverage it. $TSC registered the INFERENCEFI asset on chain which will publish a daily index of what inference actually cost on the spot market with a CFD on it paying fees in TSC. Nothing like it exists anywhere I know of. Oil needed a futures market before it became a real asset class. This is that but for compute and very live on $TSC. So you are not betting on a coin. You are betting that people will want to buy AI compute with proof and that somebody will want to trade the price of it. The first already runs the venue for the second is being built on the same chain. It is just early, quiet and boring time. If you are an investor this is the window. You have a working product sitting there waiting for demand to arrive while the infrastructure around @inferenceFI gets built to a level where it can take a GLOBAL MARKET (bcs this mfers will not stop until they come for all global inference ). Will say it again this is bigger than any crypto narrative. This is a bet on how AI compute gets bought, priced and traded for the next 10 to 20 years. It is too early and that is exactly where the opportunity is. Golden days do not look golden while they are happening. Frontruning Tradfi in real time with $TSC anon ❤️

He is right and i agree tokens a day is a vanity metric bcs cheap tokens look huge and are worth nothing so we should track revenue. But revenue is a late metric and if you are early and you spot the potential there is no revenue to track yet. So you look at the tokens but not how many you look at how they are made, whether every one carries a proof, and what the plan is for the market where they will be sold. In my case that market has a name, inferenceFi, and I follow those steps first bcs at some point revenue will come and i will enjoy being early. Inference is not a crypto narrative it is the future commodity market where every datacenter, AI company and miner will want the best conditions to sell what they produce. If you are in an inference play that should be the whole point bcs it was never about some fancy ideas with worthless tokens it is about place where inference gets sold and how it gets sold. That market has three problems and a founder with a Goldman background put them in three lines this week. You cannot check what you get you cannot store it and the market prices the rig, not the oil. Fix those three and inference trades like a commodity but if you leave them it stays a cloud subscription. So who do you bet on ? A cryptography guy with a clever idea hoping the real world picks it up or a guy from the top of the trading world who knows exactly how a market is built. Btw a guy that runs a desk can always hire the best cryptographers because he knows what he needs to make a market. The cryptographer can rarely hire a trading desk because he does not even know what to ask for. Most important a guy who runs a desk does not see a crypto project he sees a business for the next ten years. The DRW founder said it this week.(i am allways coming to this tweet bcs it is big one ). Compute will trade like oil with futures, spreads and hedging. That tweet opened a door and I am watching it close. Your network is your net worth. People who know real markets find each other so you need to look at who builds settlement, price fixings and hedges on chain while everyone else counts tokens. That is the difference between a crypto project and a business. Crypto projects count tokens but Businesses build the market where the tokens get a price. So yes, track revenue. And before that pls track who is building the place the revenue will come through. Rabbithole is still open but dunno if for so long. Dont let tradfi frontrun you anon ❤️ $TSC nitter.cf/enrico_otta/status/211…

Something just got registered on $TSC that most people will not even see lol. Let me explain what happend and why it matters. Every commodity market needs one thing first and that is price everyone agrees on. We can see oil has the Brent fixing a number published every day that contracts settle against. Yesterday a ticker called INFERENCEFI was reserved on TSC mainnet with zero holders, zero transactions and even looks like nothing but it is the price fixing for inference.👀 How it works. The inferenceFi market lets miners sell 27B model tokens to real customers. Now from all of those trades one number gets published every day with the settlement price of a million 27B tokens. It will live on chain as INFERENCEFI.27BNPRC and anyone can read it. Then you take a position on it or a datacenter locks the price of what it will produce next month or some trader bets inference gets cheaper. They enter a CFD on the chain itself with long or short that daily number but all settled by consensus and ofc all fees in TSC. And this does not wait for the DEX(still not live btw but it will come ) it is native in the base layer like the asset itself. That is the crunch spread Don Wilson talked about two days ago. One side the token price now a daily number on chain and the other side is the GPU and everyone can trade the gap. For TSC this is a extra utility leg (more legs to come also) bcs now every hedge on inference prices pays fees in TSC and settles here. Nobody else in this sector is even registering a price index hahah they are still renting GPUs but in meantime $TSC is building the Brent of inference. Dont let Tradfi frontrun you anon ❤️ scan.tensorcash.org/asset/3e…

Yesterday the founder of DRW said compute will be bigger than oil in ten years. That man traded Bitcoin in 2010 and he is early on aynthing for past thirty years. He also said how it will trade and that is what blew my mind. Futures on GPU hours, futures on tokens, and you trade the margin between them like a refinery trades the crack spread. He calls that the crunch spread. Now look at what already runs on $TSC . A unit, a million tokens of a named model, proof of which model answered, contracts that settle on the chain's own compute without oracle, repo and forwards all private until settlement. That is the market he is describing btw and it is really crazy to see tradfi backoffice built already on $TSC with tradfi squad around. I am not going to tell you who is looking at it just read his tweet then go look at what $TSC already does and connect it yourself. Bitcoin of inference. The fuel, the collateral and the fee asset of the market the big money wants to have. $TSC nitter.cf/platacrypto/status/211… nitter.cf/enrico_otta/status/211…

Bitcoin of inference . $TSC

"buy when there is blood in the streets" Inference pipe works already proven 2 models atm ( will be more) 8B ~ 634k $ worth 27B ~ 376k $ worth Of inference with cost at zero or close to zero just bcs miners are already paid via block reward but still people dont get it why i am saying that $TSC is Bitcoin of inference

So you are telling me this is the Bitcoin of inference and nobody gets it yet? Yes. Today it ran for the first time. A coding agent got one task than build an animation. It worked 28 minutes alone for 42 rounds with 1.2 million tokens in. The model did not run at OpenAI it ran on a single mining GPU on this chain. That was same card with mining blocks and answering the agent in one process. Every answer carried a proof bound to a mainnet block so anyone can check which model did the work. Whole session sold for 16 cents and miner got paid in the chains own coin you can also check tx it is public. Now the part nobody understands. For that miner that inference and securing the network are the same job. The card is already running and already paid by the block reward which means every customer token on top is extra income with the hardware cost already covered. There is no web2 cloud that can compete with that structure. They all have to earn the GPU back from customers but here the chain pays for the GPU and customers pay for the margin. 16 cents is not a business and we know that but it is proof the pipe works and that is HUGE . $TSC

Today i already showed you how this chain issues real assets. Now i will try to exlpain part how they want to trade. Every perp you trade on GMX or Hyperliquid depends on an oracle. You know that Mango got drained through exactly that door. The oracle is the weak point of all of DeFi. On this chain a contract can settle on something the chain measures itself every block that is important bcs tells you how much work the network did even how hard it was. Nobody outside tells the chain what happened. An option on network difficulty already expired and paid out from the block header with no price feed at all. Repo works the same. You lock your coins with a counterparty they give you stables and the script decides what happens if you default. There is no pool, no liquidation bot, no governance vote just one contract with two parties and the chain enforces it. Important is that nobody sees your deal. On Ethereum the MEV bots see your trade before the block. Here only a hash of the contract goes on chain. The terms appear when it settles and you can settle privately before that also. That is the bilateral side and live today. The next step is a native DEX and the design paper is already public. Built so frontrunning has nowhere to go also with fees and staking $TSC in the chains own coin. This is not live yet so i treat it as a roadmap not a feature yet. For inference this is very important. A datacenter hedges its output. A buyer locks its cost, it is private until settlement happens still enforced by the chain with no desk in the middle. That is example how oil trades with $TSC is way how compute can trade on $TSC 👀

Said it before and will happy repeat again this chain is a tradfi back office for inference. Then this morning it shows up in a wallet built for family offices and institutions.👀 Let me show you what those people see when they look under the hood. Every token you ever bought on Ethereum is a smart contract somebody wrote. Most of the hacks you remember like bridge drains, rug through a mint function or hidden admin key lived in that code. On this chain there is no contract and asset has a fixed format that every node reads same way it reads a normal transaction so there is no contract to drain. First one is already live, wrapped USDC from Base, sitting on the base layer. Now the part tradfi actually cares most about. The issuer can write into the asset itself who is allowed to hold it. For example only verified wallets and the chain checks the proof itself. BUIDL and $ONDO do this with a contract and an off chain list but here it is native. And an asset can have child assets also. One issuer for a series of bonds or a treasury that pays yield to holders. Also important rule changes by holder vote and still all native without anything deployed. Why does this matter for inference? Because when datacenters sell compute ahead and funds finance GPUs they all need instruments not memecoins hahah ( maybe later some for degens hahah). They need instruments, shares, bonds, fund units, with legal terms attached. The tools are already live and therw is much more will touch it in other tweets. What the chain is waiting for is the first real issuer and the first real buyer of inference which will come through @AskTillyAI > InferenceFI so keep eye on it bcs we at multicycle bet and things will become only better.

Everyone on my timeline talks AI this compute that and almost nobody asks where the money actually goes. It goes to inference but running the models not training them. Out of all the computing power used for AI this year two thirds goes to just answering questions imagine that. So not for building smarter models it is just for running them. That is inference my bros and that is where the money is atm. Ok, fine now we say a project actually produces inference. We are talking about real models, real answers and proof on every one.( only 1 projects does this on this way tbh ngl). Then the real question starts. Who buys it? How do you sell it? What is the unit , how is delivery proven, how does a datacenter hedge and who settles the trade? Hmmmm InferenceFI?!?!? Yes Oil figured this out over a hundred years. A standard barrel, an assay, forwards and clearing. So without that oil is just a black liquid in tank.Crypto devs know how to build the machine but most of them have never seen how a real market is built and it is true. That is why one detail in this race of AI INFERENCE MANIA matters to me. The guy building the commercial side on this chain spent over a decade at Goldman structuring rates products.Let me explain better so building markets that institutions can actually use was literally his job. Most compute coins cannot even produce proven inference. The one that can is also the one with a market built around it. That is not a coincidence that is the whole point my friends . $TSC