Derek O

One of the biggest reasons I'm bullish on ethereum:0x6112c3509a8a787df576028450febb3786a2274d is how @AxonDAO is building an ecosystem that could thrive through different crypto market cycles. For example, look at the business models behind the many launchpads in crypto, many of them trading in the hundreds of millions in market cap. When revenue depends heavily on token launches and trading activity, what happens when that activity dries up? (like it has for much of 2026) Revenue slows and sometimes goes to zero. AxonDAO's GPU rental business gives it a revenue source driven by demand for compute. Developers training AI models and researchers running simulations still have work to do when crypto sentiment turns bearish. A red Bitcoin chart doesn't make those workloads disappear. And with 20% of net GPU revenue allocated to ethereum:0x6112c3509a8a787df576028450febb3786a2274d buybacks, there's a direct connection between paid compute usage and demand for the token. That's what makes this model compelling to me: GPU customers can keep funding revenue and buybacks even when crypto trading slows. Utilization, pricing, and execution still matter. But having customers whose needs extend beyond crypto speculation gives Axon a foundation to build through difficult markets. An ecosystem with the potential to keep earning, developing, and strengthening through both bull and bear markets. That's a long-term thesis I can get behind. ethereum:0x6112c3509a8a787df576028450febb3786a2274d

The ethereum:0x6112c3509a8a787df576028450febb3786a2274d bull case keeps getting STRONGER. 🔥 @AxonDAO has reported $150,000+ in GPU revenue from real workloads on the AxonGPU fleet, with revenue tracked publicly. Now add AxonOS: a full GPU-powered Linux desktop in your browser. Direct GPU passthrough. Scientific tools preloaded. Persistent storage. Researchers and AI builders can connect a wallet and get to work. And here's where it gets REALLY interesting: ⚡ Pay for compute directly with ethereum:0x6112c3509a8a787df576028450febb3786a2274d, USDC or ETH. ⚡ Hold ethereum:0x6112c3509a8a787df576028450febb3786a2274d for up to 25% off eligible compute purchases. ⚡ AI agents can automatically purchase GPU access through x402 using USDC. A working product. Paying workloads. Public revenue tracking. Concrete reasons to USE and HOLD the token. AI + DeSci + GPU infrastructure + autonomous agents, coming together in one ecosystem. My thesis: as compute usage scales, those incentives to use and hold ethereum:0x6112c3509a8a787df576028450febb3786a2274d could become a much bigger deal. The ambition is massive. The execution is becoming tangible. This is exactly the kind of project that gets me ridiculously bullish, especially at a sub-3M market cap! 🚀

Consider this: In 2024, ethereum:0x6112c3509a8a787df576028450febb3786a2274d reached $1.00 - a $200M market cap - based entirely on speculation. A promise. A vision. Hype about what was still to come. Flash forward to 2026, and @AxonDAO is no longer selling a promise: • Multiple revenue streams • $120K+ generated in just a few months, before truly scaling • Major additions to the team, with impressive backgrounds in science, technology, & crypto • Stronger tokenomics with ongoing buybacks & burns • Token-dumping KOLs cut loose, dramatically reducing sell pressure And on 9/9, AxonDAO takes its biggest step yet toward becoming a major infrastructure layer for decentralized science and AI-powered research. The market once valued the promise at $200M. Right now it's currently sitting at $5M. What happens when it finally values the execution? 🚀

ethereum:0x6112c3509a8a787df576028450febb3786a2274d still feels like one of those projects where the biggest catalysts may be ahead of the market. Three things I'm watching closely: 🔥 $ 1M+ in cumulative GPU revenue - and with revenue directly tied to AXGT buybacks & burns, growth in the business can translate directly into stronger tokenomics. 🚀 AxonOS going public - expanding beyond private beta could massively increase GPU usage, onboard more users, & accelerate revenue growth. 🧬 A major AxonOS research success story - one high-profile study, biotech breakthrough, or institutional case study could validate AxonOS as real infrastructure for AI-powered scientific research. At this stage, the bull case is pretty simple: More AxonOS adoption → more GPU revenue → more buybacks & burns → higher ethereum:0x6112c3509a8a787df576028450febb3786a2274d valuation. All this happening while $ETH is on its way to new ATHs. 🚀 That's when things could get very interesting.

$AXGT may be one of the clearest valuation disconnects in crypto right now. Since @AxonDAO began slowly deploying its GPUs on February 20, it has already generated $105K in revenue - against a current market cap of just $758K. That means: • Revenue already equals 13.9% of the entire market cap • The token trades at only 7.2× the revenue generated in its first six months • At the current pace, that’s roughly $210K annualized - before deployment fully ramps up This isn't speculation. The infrastructure is live, revenue is flowing, and GPU deployment is expected to accelerate ... massively. Can you name any other sub-1M market cap projects producing six-figure revenue? I don't think any exist.