cashcat
Joined April 2026
As I mentioned yesterday, inference essentially consumes resources—much like gas—while memory accumulates. With the launch of the Memory Project gaining momentum, a "Memory Season" might be on the horizon.
introducing $mem0x. 9qavhGwcNHiYgLeztWqHQtW6kVJqTtT5h3YYbsbtpump mem0x.com/ the universal memory layer for ai. ai is getting smarter, but every model still operates with fragmented memory. we're building the infrastructure to change that. mem0x lets users preserve knowledge, recall context, import conversations, replay decisions, and carry their intelligence across compatible ai applications. real product. real ai memory. built on solana, with a credit system designed to give $mem0x genuine utility. the next evolution of ai isn't just smarter models. it's intelligence that remembers.
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$IMD 👁
let’s catchup this week
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$raeto Small accounts are spreading FUD or airing minor grievances. The bottom must be near.
big week ahead. more integration partners, bigger updates, a public analytics dashboard, going on @MCGlive, onboarding agents, fomo verification, and more.
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Key factors for $dot future growth: Success in the GPU market + confidential computing. If it can evolve from a simple inference router to a "private GPU/computing platform," not only will token volume increase, but infrastructure revenue will also increase.
Our weekly inference usage has surged 38.86% in just seven days. Between October 12–18 and October 19–25, we recorded a substantial acceleration in inference demand across our infrastructure. - 5.86 billion tokens processed, up from 4.22 billion - +1.64 billion additional tokens processed week-on-week - +38.86% growth in total inference usage - 837 million average daily tokens, up from 603 million - 25.1 billion tokens in projected 30-day usage, based on our latest weekly run rate This acceleration is being driven in part by our latest enterprise deployments, which are bringing increasingly substantial workloads onto Dot's inference infrastructure, alongside significant demand for Dot Motion following its recent launch. Together, these developments are expanding our inference footprint across both enterprise and consumer applications, demonstrating the growing demand for private, cost-efficient AI infrastructure as we continue to diversify the workloads and revenue opportunities supported by Dot. Monitor our usage in real-time at: app.usedot.xyz/usage
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Furthermore, it even envisions "confidential GPUs" (encrypted memory, hardware isolation, cryptographic certifications). This represents an extension beyond inference to "private computing infrastructure."
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The inference market is saturated, making differentiation essential. The key point is how much market share web2 can capture for businesses.
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Differentiation is necessary.
AI inference projects are becoming saturated.
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AI inference projects are becoming saturated.
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lighthouse . memory layer.
Let me repeat it for those who missed it - Lighthouse is the first verifiable memory layer that puts users in control of their own data. Your memory. Your data. Your control.
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orbio→raeto
Replying to @RaetoCC
Your tokenized stocks still pay for your AI - that’s not going anywhere.
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Robinhood Season 1.0 began with memes and a launchpad. Season 2.0 begins with AI agents and AI inference.
When Robinhood szn 2.0 starts? $CASHCAT, $PONS, $AI, $INDEX all dumped hard. CT is fudding and panic selling into the fear TVL still sitting flat at $1.13B. Smart money isn't leaving Just MM shaking out weak hands before the next leg Real bottoms are quiet. This one needs more time to exhaust people first People wait for the perfect entry and miss the whole move Once it reclaims, it runs before most even notice If you're in stables - buy now if you're in right bags - hold tight
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It was difficult for $PONS to sustain its revenue model through transaction fees; liquidity is always shifting elsewhereApplying.
Yesterday, $PONS recorded its lowest day of revenue, earning just $30,000. A few months ago, it was pulling in almost $6M in a single day, and in September alone the protocol made $137M in fees. So, the question on everyone's mind is: where exactly did all that liquidity go? EXTRACTORS. Last month, @WazzCrypto exposed an operation linked to 53 launches on Robinhood Chain over two months, with around $18.43M extracted. $18M meant to circulate in the ecosystem. $18M meant to go into the hands of true believers and committed devs. $18M removed from Robinhood Chain forever. They allegedly sniped 70%+ of supply across launches using bundles of 70 to 200 wallets, then moved the proceeds into the next launch. Some even ran multiple fake launches before the actual token, extracting as much as they could from the hype. They drained as much as they could and we wonder why there's nothing left. This is what happens when people come to a chain to build something and others come solely to drain it. You can't build a sustainable ecosystem when extractors are allowed to bleed every launch dry and move on to the next one. Until this gets addressed, the space will keep repeating the same cycle. More launches, more extraction, less trust, less liquidity. Every day, I lose some more faith in this industry
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becomes a real concern. On the other hand, $RAETO doesn't rely on trading fees at all. It's a model where tokenized stocks or USDG are deposited and managed on Morpho, generating rCREDIT solely from the yield.
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Since the deposited assets themselves remain inactive and only the interest becomes AI credit, it's less susceptible to market volatility and fluctuations in fee income. I think this is a truly sustainable project.
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Impact on $INFER Token A portion of the revenue generated by the protocol will be used to buy back INFER and distribute to sINFER holders. Increased activity is likely to increase revenue, positively impacting the yield of sINFER.
Replying to @imdusd
@imdusd $infer $imd PaidOraclePilot is an experimental system designed to securely implement the part where "agents do their work and receive imdUSD on-chain." The audit has just been completed here
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When the mechanism of "AI actually working to earn stablecoins" is operational, the practicality of imdUSD itself will increase As a result, increased demand and confidence in imdUSD are likely to indirectly positively impact the value of INFER, which benefits from this increase
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$raeto What this announcement brings. Flywheel effect: More agents → more rCREDIT/compute demand → increased yield and capital inflow → further agent activity, creating a reinforced cycle.
We're going heavy on agents over the next few weeks. Phase 1: Raeto in @claudeai code. one sign-in gives your agent 400+ models, payments and its own wallet with daily limits. Phase 2: tools. search, scraping and onchain data on one balance, plus paid tools from other builders. Phase 3: always-on agents. sandboxes, inboxes and 24/7 hosting. get started today: raeto.cc/build
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There is already a track record of collaboration with other projects (e.g., Grift-based agent groups), and this has the potential to expand. And the @virtuals_io plugin is coming too. $virtuals
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