aprisobal @aprisobal

Let’s talk about my biggest onchain conviction play. $Crawl @crawlnetwork is one of those projects where I think people are looking at the first product & missing the actual company being built. The obvious thing is “crypto LLM.” The bigger thesis is a model that becomes the intelligence layer for an entire industry, with the industry itself economically incentivized to build its training data. Think about what that means. Crypto already produces an absurd amount of information, but it is scattered across chains, contracts, docs, GitHub, governance, funding rounds, markets, research and social data. Today you pay different companies to organize pieces of it, then manually connect the pieces. Nansen can charge up to $1,800/month, Glassnode up to $999, Chainalysis sells six-figure contracts, and the broader alternative-data market is already measured in billions. An industry-specific LLM changes the product entirely. Instead of another terminal that shows you data, you have a model that understands the relationships inside the data and can reason across them. A fund can ask about an ecosystem, an agent can investigate a protocol, a wallet can interpret onchain activity, a protocol can analyze its competitors, and an application can build its own intelligence layer on top of the model. The model becomes the interface to the industry’s information. That is already a massive opportunity. But Crawlnet’s more interesting idea is how they are trying to build it. They are turning the training corpus into an economy. Crawlers are paid to find and produce the information the model needs. 60% of fees goes toward browsers and GPUs, 40% toward crawlers. Protocols can pay to get information into the corpus. The network takes that constantly expanding information, trains the model, and distributes the weights. The thing being produced by the network isn’t a token, a dashboard or a static database. It’s training data. This is where the $axs style gamification matters. Game showed that you can turn participation in a digital economy into an economically incentivized game. Crawlnet is applying a similar concept to data production: instead of people playing to produce game assets, operators crawl to produce information that becomes part of an AI’s brain. The network can potentially turn thousands of people and agents into a distributed data-collection workforce, with rewards tied to the economic value of what they contribute. That creates a much more interesting flywheel than a normal LLM company has. More crawlers create more data. More data creates a larger and potentially better crypto model. A better model attracts more applications, agents, protocols and funds. More usage creates more economic demand. More economic demand funds more crawling and compute. The network can therefore keep expanding the thing that makes the model valuable. And the starting point is already surprisingly large. Three days in, Queen v2 is 75.5M parameters, trained from scratch on 88.9M tokens and 79,250 pages. 34,282 pages were collected by its own crawlers. The corpus already contains information on 29,000 projects, 13,162 funding rounds and 8,341 investors. Roughly 160 crawlers are active across 644 domains. The previous 42M-parameter model reportedly won a blind test 81–16. It’s the distance between 75.5M and what the network could eventually train on.

@Quanterty @theunipcs 'it's going to be crimed'

@Mike_Ess_ Always take profit, i.e. on ZCAT. STONK szn is not here yet, imo.

i logged on to X today to find even MORE Super Inu / $SI hate and FUD all over the timeline so i checked the volume $SI did ~$20m in volume in the last 24 hours that's MORE volume than the top 2 coins whose holders are hating on it the hardest COMBINED despite both currently trading at about 2 - 4x $SI's current market cap i haven't seen a coin hated this much in a LONG, long time it's crazy but honestly? it makes me even MORE bullish on the $SI narrative all my biggest winning trades from years of trading publicly have been non-consensus trades and i like them even more when mindshare, volume, and holders continue to hold up well or go vertical while everyone hates on or dismisses them that's exactly what is happening with $SI right now i've upped my target on this coin i'll come back to claim clout on this later, GOD willing

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Unipcs (aka 'Bonk Guy') 🎒 @theunipcs

2 days ago

i checked X today for the first time in a while and the obsession with $SI is crazy $SI literally has the highest memecoin mindshare in all of crypto right now a lot of it is FUD from people who feel threatened a crazy amount is coming from $AI holders another portion is

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@The__Solstice Thanks for your posts - they help me see I’m not an idiot and I’m not adding to STONK for nothing.

That’s @Aurelius0121's account, an og chad fomo app trader. Their moves can sometimes look crazy, but how else do you stay in the top 5 fomo traders all the time?..

Lookonchain @lookonchain

a day ago

Never seen such a persistent trader. He has been buying $MEME over the past month, spending $1.22M to buy 30.65M $MEME, becoming the largest holder of $MEME. He is now sitting on a loss of $708K(-58%), but was still buying 10 hours ago. arkm.com/explorer/addre…

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@LaunchOnSF @Raydium HUGE month

@Codewatcher999 @Mike_Ess_ Many thanks! Just found the link in the pinned message @LaunchOnSF

@Mike_Ess_ Fries?.. suit?.. Dividend hound?

@mauricedefi Fries 😍

@AgentChud, do you know SF contacts maybe? Thanks in advance.

@LaunchOnSF Do you have a support email / Telegram / Discord / X DMs? Third day I’m not getting NVDA tokens for holding SI, and I can’t tell if that’s okay and something happened on the platform, or if it’s a bug. Posting this publicly because you don’t check your X DMs.

This is why we didn’t have any billion dollar memecoin this cycle

@Mike_Ess_ I’m all-in on StonkFun too. But the narrative moved to HOOKED and Agency overnight. HOOKED can die if StonkFun adds hooks, and Agency still doesn’t have a top runner.

@AgentChud Do you know if @LaunchOnSF has support? Second day I’m not getting NVDA tokens for holding SI, and I can’t tell if that’s okay and something happened on the platform, or if it’s a bug. Many thanks!

🚨 $STONK is now the no 1 most held coin on @fomo

🤝🏻

rasmr @rasmr_eth

4 days ago

PUMP 20bn STONK 3bn Or I’m gay

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PUMP 20bn STONK 3bn Or I’m gay

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