CMO @ Aethir. Building and researching AI infrastructure.
Cloud
Joined November 2017
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82% vs 0%
The more interesting stat is the breakdown, centralized exchanges account for 82% of the amount in the top 10 largest hacks, while decentralized finance is 0%. Bridge hacks make up 18%.
Crypto custody and secruity still key. Stay safe
Who are the hackers?
Three hacks are confirmed to North Korea account for $8.4B, or 71% of this top 10 total.
Two others suspected North Korea cases brings the count to 5 of top 10
Just how big is Binance’s reported $6B hack?
Looking at only the top 10 largest hacks. This one is bigger than the other nine hacks on this chart combined at $5.49B.
And 4.2x the size of second biggest Bybit’s $1.5B breach.
Here’s how it compares with crypto’s largest hacks. 🧵
NYC folks, join me and Aethir tonight for a small intimate chat on AI infra
Drinks and conversation with people building and running AI infrastructure. Would love to hear what you're working on. Will share more about @AethirCloud AI plans
6–9 PM ET, Manhattan, NYC. Hudson Yards. RSVP a spot:
luma.com/mz1z6wkc – at New York, USA
In town for SF Tech Week!
Excited for a full week of AI infra + founder meetings
Only 1 day in, and already overwhelmed by amount of quality folks working on AI datacenters, compute pricing, and agents
If you are working in AI infra or just building something interesting, hit me and @AethirCloud team up!
@Techweek_
Great week in Seoul for KBW 🇰🇷
One of the highlights was bringing together AI builders, investors and partners at the Aethir AI Dinner.
Korea continues to be one of the most important markets for AI and compute. Going forward, @AethirCloud will be working more closely with local partners.
More coming from Korea soon
This year's @kbwofficial is a wrap, and Seoul delivered.
Three days at Walkerhill, September 29 to October 1, with a program built around institutional finance, AI integration, and real-world adoption. Full halls, side events that ran late, and a builder community that came with real questions.
What stood out to our team was how often the conversation turned to compute. Teams across Korea's Web3 and AI scenes want GPU capacity they can reach quickly and scale without a long procurement cycle.
Thank you to everyone who spent time with the Aethir team in Seoul.
We're already looking forward to next year.
$317M prepayment is big
The even bigger signal is from the earnings call on Axe's ARR growth figures:
$37M in Q2
$139M when Columbus GA B300 cluster go live
$696M upon full deployment.
18x
$AGPU
Axe Compute has received $317M+ in customer prepayments under the $3B+ in AI infrastructure contracts announced July 27.
This accelerates deployment of dedicated AI infrastructure across the U.S. and Europe. Revenue expected to begin late Q4 2026.
Full release: investors.axecompute.com/new…
$AGPU
From $200B to $1.5T in 5 years. That's the hidden balance sheet for AI build out
Hyperscaler AI commitments $1.5T, and $1T of it isn't on balance sheets yet. It's mostly in off balance sheet debt. Nvidia is backstopping $500B worth AI financing. $NVDA $CRWV
The constraint rotated from GPUs to capital (and power).
World cup lot more interesting now
Nice converging execution of AI agents + token onchain execution + coverage of markets such as @Polymarket and @HyperliquidX
Bringing @askginadotai team into @AethirCloud Aethir Claw ecosystem soon
Everyone burning @AnthropicAI tokens until they get the bill $$$
Then ... open sourced models will be the real winner of OpenClaw / agentic movement
Especially open sourced models hosted on your own compute.
Best quality and value for agent movement. @AethirCloud
