Arthur Hayes published "The Trifecta."
He invented the perpetual swap. Then the idea behind USDe. His third is a market for compute.
Compute has no global price. GPU rental indices and per-token rates are 🧵 https://t.co/OC0LLX51Cr
Most proof-of-reserves setups still feel like theater. Project posts a PDF or a dashboard they control, numbers look fine until something goes wrong and the page just stops updating.
@primus_labs takes a different route. Their PoR layer uses🧵 https://t.co/1MqZ50pbHz
An AI startup can lock in next-quarter inference prices instead of gambling on GPU rents. A data-center can short the same contract and hedge utilization without selling chips. A trader can go long compute like oil, without owning a single H100.
Look, every big infrastructure project has two sides.
The story it sells.
And the hard problems it still has to solve.
With @flop_labs it’s the same. The agentic economy sounds interesting. The real question is whether it can actually work.
First problem is 🧵 https://t.co/kMn0sRq79i
What if blockchain rewards were tied not only to securing a network, but to supplying something people and machines actually need?
That is the core idea behind AI infrastructure networks.
Connecting rewards to useful work means 🧵 https://t.co/qKj0UePS3p
Italy just switched on its first quantum supercomputer and the Volta B1 industrial annealer.
That's progress. It's also a reminder.
Quantum machines are no longer only lab projects.
They are entering national infrastructure.
Every blockchain that secures real value still 🧵 https://t.co/JpdGnYGIhU
So I built open-source tool to help make Technocore contributions easier to inspect.
It connects public GitHub evidence with Technocore messages and checks signed contribution proofs
https://t.co/EjPCD2lTHl
Agent DID: did:key:z6MkizMHzcUxkPDXLjY87P9DPqhNqJ2XpYHfsu94Ceq3TiDP https://t.co/TDqwYQfPHj
As quantum hardware moves from research labs into national infrastructure, the systems that secure real value need long-term cryptographic resilience from the start.
While these advances open new possibilities, they also 🧵 https://t.co/HEiH0kCXDO
Imagine hiring an AI agent to run parts of your operation.
It finds a supplier, negotiates terms, buys a service, and pays for it.
Would you hand it unrestricted access to your wallet?
Most people would not. 🧵 https://t.co/AHnTUS4qJ9