Tech investors like to pay for capacity. The gamefi tokens, the current user with the sky-high evaluation, divorced this optimism, completely embodied this optimism-like coindesk was examined in 2022, Desentraland’s then Arab-Dollar market cap The number of players active on the platform does not coincide considerably.
But, surprisingly, distributed compute tokens do not enjoy the same speculative premium even compared to their traditional finance business colleagues. (CRWV),
Coinmarketcap says that the category of tokens for decentralized networks provides GPU power for AI and other computable workloads, including famous tokens like bittensor, aethir and render, including, including, including, The price of $ 12 billion.
At the same time, market data from research group Market This year, the GPU costs as a service industry for about $ 8 billion, increased by $ 26 billion in 2030.
Conversely, CRWV closed at $ 163 in New York on Monday, making its market cap of $ 79.2 billion. Company’s recent earnings Forecast of up to $ 5.1 billion In the revenue of 2025, it suggests that it trades on more than 15 times further sales.
Many such can be justified in high-development environment, but also coreview Posted a net deficit of $ 314.6 million in the first quarterOperated in part by the construction of stock-based compensation and constant infrastructure.
Despite this, investors continue to reward Korwave for their main positions in centralized AI infrastructure for 300% year-by-300 years in their stock. The company is tightly integrated with NVIDIA and has high visibility through contracts with OpenIA and other enterprise customers.
Meanwhile, decentralized calculation networks are offering similar services – AI’s estimate, rendering, and calculation power – without the need to raise billions in debt or equity because they act as a broker who connect the existing GPU to users, saving capital expenditure to buy their own server fields.
These are not theoretical networks. They are functional systems that already process actual workloads, and brokerage models work for customers.
Nevertheless, their collective market value is a part of Coreweave. Certainly, they do not have the same level of workload running through their network, but the interval is striking. While the market gamefi considers the gamefi with an irrational extreme excitement, the distributed calculation token may suffer from the opposite problem.
Despite addressing the requirement of the same market as a coronaveave, and in some ways to offer a more capital-skilled and globally scalable model without eyewater capex, they remain modestly valuable.
Justin Sun-supported SRM Entertainment announced a $ 100 million TRX staking move
SRM Entertainment (Nasdaq: srm)To rebrand as soon as Tron Inc., has stopped its entire treasure of 365 million TRX tokens via Justland, a step that can achieve an annual return of up to 10%, according to a release.
The step comes on the heels of the investment round of $ 100 million earlier this month, which calls the company “Tron Treasury Strategy”, essentially, a public market vehicle that modeling firms on firms such as bitcoin-holding firms, but for TRX.
This structure provides equity investors with indirect risk to a network that plays a major role in the global south, especially in the USDT Stabecoin settlement, where the tron-based tether acts as a dollar lifeline-a ‘visa IPO’ moment for the field economy.
Sogi AI Debut Mennet, Cracking Sogi tokens on Maxi, Gate .io
Sogi AI, a decentralized platform for generic AI workflows, has launched its mannet and lists its original tokens, sogni, cracks, maxy and on. Gate .io,
The usefulness of Sogni Signi Supernet is token. It is used for access to calculation payments, staking, governance and advanced application facilities.
Mennet launch includes deployment on the base, using a smart rollup by an atherium layer -2, and atherlink, a teasy -based EVM -compatible layer -2 developed by the coinbase. In a release, the forum stated that the series-unknown outlook is designed to balance scalability and accessibility.
The declared target of the project is to create an open and economically sustainable environment for creative AI applications, combining the web 3 infrastructure with a user tool that resembles the web 2 services in the purpose.
The platform also uses a non-transferable credit system called Spark Points, which are fixed-value rendering credits that can be purchased or acquired within Sogi Ecosystem.
Users interact with the network through three main applications: Sogi Web, Sogi Pocket and Sogni Studio. Creators deposit generative AI jobs, while node operators, or “laborers”, provide GPU resources and are compensated in Sogi tokens.
Market movement:
- BTC: Bitcoin is trading at $ 107,200, which $ 107K has a strong support area after 14,695 BTC volume spikes, traders are looking at a possible breakout towards $ 115,000.
- Eth: Ethereum overturned rapidly with the 3.4% intraday drop, currently traded at $ 2,480, which led to V-size recovery with $ 2,438 support, as institutional flow continues despite comprehensive market uncertainty.
- Sleep: Gold is trading at $ 3,310.95, rebounding and fed pressure offset risk-on spirit as a minimum of a month’s weak dollar.
- Nikkei 225: Asia-Pacific markets mixed on Tuesday as investors weighed Trump’s record height against uncertainty by abolishing Trump’s 90-day tariff reprives, with Japan’s Nikkei 225 Down 0.58% with 0.58%
- S&P 500: The stock as S&P 500 climbed on Monday as capping a strong month, increased by about 0.52% of a record of 6,204.95.
Somewhere else in Crypto:
- The senator wants to forgive American taxes on small scale crypto activity in the large budget bill (Coindesk)
- Singapore effective for ‘threading needle’ as crypto licensing rules (Dikrypt)
- Popular Financial Advisor Rick Edelman says investors should allocate money up to 40% to crypto (Coindesk)
