📅 Alpha Airdrop Preview (6🈷️22nd)
The weekend was a dry spell with no airdrops for two days, so we all got pushed to 261, and today it’s looking like 225 points? Why not give me the whole 260 points for 400u?
Now looking at 50k shares at 460u? What a tease, selling 60u seems alright though, plus Boos's 2 points for 12 bucks is totally worth it!!!
I've been continuously tracking the on-chain consumption for @OpenGradient . Setting aside the early accumulated model scale, the core issue is: the leasing costs for GPUs in the data center won't drop just because of community slogans. Only when the core developer community truly pays for decentralized computing power can this network cover hardware depreciation and create a self-sustaining loop. Compared to pure arbitrage projects that simply sell nodes, OpenGradient indeed has stronger mechanisms against censorship and solid code logic, forming its technical moat.
However, risks still loom. The drop in subsidies affecting paid activity is the watershed for sustainability. I believe there's a high probability it can achieve a positive cycle, but the premise is that genuine demand must keep pace with hardware investments. If the supply side of computing power steps back due to profit pressures, the whole flywheel could stall. Therefore, the next crucial metrics to observe remain the number of active developers after filtering out wash trading and the frequency of paid calls. $OPG
The winter of crypto AI might be filtering out the players that can genuinely survive. Market sentiment can flip overnight, but code and computing power don’t lie. Patience to let the data speak is the most rational attitude at this moment. #opg
The weekend was a dry spell with no airdrops for two days, so we all got pushed to 261, and today it’s looking like 225 points? Why not give me the whole 260 points for 400u?
Now looking at 50k shares at 460u? What a tease, selling 60u seems alright though, plus Boos's 2 points for 12 bucks is totally worth it!!!
I've been continuously tracking the on-chain consumption for @OpenGradient . Setting aside the early accumulated model scale, the core issue is: the leasing costs for GPUs in the data center won't drop just because of community slogans. Only when the core developer community truly pays for decentralized computing power can this network cover hardware depreciation and create a self-sustaining loop. Compared to pure arbitrage projects that simply sell nodes, OpenGradient indeed has stronger mechanisms against censorship and solid code logic, forming its technical moat.
However, risks still loom. The drop in subsidies affecting paid activity is the watershed for sustainability. I believe there's a high probability it can achieve a positive cycle, but the premise is that genuine demand must keep pace with hardware investments. If the supply side of computing power steps back due to profit pressures, the whole flywheel could stall. Therefore, the next crucial metrics to observe remain the number of active developers after filtering out wash trading and the frequency of paid calls. $OPG
The winter of crypto AI might be filtering out the players that can genuinely survive. Market sentiment can flip overnight, but code and computing power don’t lie. Patience to let the data speak is the most rational attitude at this moment. #opg