b0nes__

Four new private models on OffRouter: → glm-5.2: reasoning and tools, $1.26 / $3.00 → qwen3.6-27b: reasoning and vision, $0.32 / $3.25 → qwen3.6-35b-a3b: reasoning and vision, $0.20 / $1.27 → qwen3-vl-30b: vision, $0.20 / $0.70 18 models now, every one sealed in a GPU enclave with a signed receipt. Pay in stablecoins, no account. offrouter.org/models

The inference capital markets bull case has never been more obvious. Google's token spend grew 330x in two years. 7x in the last year alone. Inference spend is $23.3B this year, 22.6% above the $19B spent on training. Projected to grow another 44% in 2027. Inference demand rises with AI adoption, especially as agents take off. Meanwhile, frontier inference is still subsidized, and that won't last with IPOs on the horizon. The unwind already started. OpenAI, Anthropic, and GitHub moved from flat-rate to token-metered billing this year. Uber and ServiceNow already blew through their annual token budgets. The coming crunch isn't just about compute availability. It's about who can afford access. What happens when consumers and developers get can afford access to inference? Naturally, that demand may come onchain. The infra is positioned to catch some of it with cheap inference routers and small open-weight models built for narrow B2B tasks. Open-weight models handled 73% of OpenRouter tokens last week. $Orbio already validated the idea. Only a matter of time before other $100M runners spawn from this narrative. Three areas I'm watching: 1) Inference marketplaces and routers: cheaper access by matching demand with the most efficient compute 2) Inference capital markets: compute futures and pricing markets to speculate on or hedge the cost of inference 3) Agent payment rails: infra that lets agents pay for inference as they operate We are still early in this shift of demand. Once that comes onchain, expecting a rerating of projects across the board building in this niche. [Talked more about this w/ @KSimback below. ]

few people asking about @riverboat_x so quick tldr the hyperliquid thesis for prediction markets - re think the underlying mechanism rather than build another polymarket @gskwxyz spent 5 years on the maths, prediction theory and mechanism design behind it removes much of the reliance on traditional liquidity, but the bigger opportunity imo is beyond prediction markets private forecasting, agent evals, paid signals and eventually figuring out whose judgement is actually worth trusting as intelligence gets cheaper, good judgement becomes more valuable thats the real bet for me

Surplus is the first to adopt Private Gateway. Now every @SurplusRH user can make their inference private: → same models, same below-list prices → wallets, keys and emails swapped for placeholders before they leave our enclave → real values back in every answer Building onchain inference on @RobinhoodCrypto, together.

13.12K unique visitors in two weeks. Private AI inference, encrypted end to end. Thank you for showing up.

what you and this little gremlin dont realise is that the reputation of these mfers that nuke the chart at $100k is that they kill good coins because they are in them. people see there wallets and avoid no matter how good the narrative may be. they will dump on bagworking communities and leave them zero'd out with and destroy the high spirits the community had. their fsh on the chart just paints "avoid" on the chart, bundle checkers scream red flag coz they in with 200 wallets. a good coin isnt just a ticker and a narrative, it is combined effort of community and when that shit gets killed off coz these faggots dump and run, the good coin doesnt even get a chance to shine. the only way to beat these mfers is for a nigga with more money to absorb their sells and stay bullish but those mfers are leaving the trenches because of faggots like gremlin boy, duve and cucksey.

QNet Wallet for iOS Final preparations are underway to start testing the non-custodial post-quantum wallet for QNet Blockchain on iPhone and iPad. Waiting for it on iOS and for testing to begin?

Undervalued. solana:GwyWFsDKW9a2ref1EWqdUS7B37Toii433zrAh9Dipump

$TIPTOE - Beautiful

Where does the price for Inferra Perps actually come from? Not from a number we set ourselves. Perps use the same public benchmark as Inferra Index. GPU rental prices are collected from multiple platforms, filtered and aggregated, then verified through Chainlink and published onchain on Solana. The perp market syncs to that same feed. So the price you trade against is the same price anyone can inspect and verify independently. That’s the point of building the Index first. index.inferra.trade/