It’s said the most dangerous phrase in investing is “it’s different this time.”

Strong disagree. It’s literally different every time!

Every good computing resource in the world, in history, has had demand outstrip supply.

Just, wow.

Maturing DePINs should catalyze new opportunities in DeFi.

In a world where DePIN hardware is tokenized and generating revenue onchain, new DeFi apps will launch fractionalization, trading, and collateralization services for tokenized DePIN hardware.

Expect new, DePIN-focused…

Sama said >million token context windows were more than five years away 18 months ago

What browser do you use?

MIP-15 further strengthens the value capture mechanism of one of the most fundamentally sound projects in crypto

In 2021 I swore crypto market efficiency was right around the corner and boy was I wrong

Lol this is awesome.

Predicting the future is hard.

The total mcap of DePIN protocols is under $100B

Each market a DePIN subsector will replace is worth hundreds of billions

To help you unpack the sector, I've wrote a comprehensive report, diving into unique insights into demand/supply, tokens, risks, and evaluating investments.

DePIN will be the “ah-ha moment” for many crypto skeptics

There isn’t enough narrative re the scale of Render’s ambitions.

The rise of AI implies a shortage of compute, provenance/attribution, *and* training data.

Render is tackling all three.

Excited to see what Jules Urbach Emad acc/acc The Render Network cook up next