We The North | Bleed Blue Married dad of 2, started crypto journey solely to fund my kids future. Still working towards that and won't quit til it's done
Joined November 2020
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A thread on the @getgrass_io project (by Wynd Labs) & why I'm bullish on it for 2024. As mentioned by @SOLBigBrain, w/ investments from @BigBrainVC (& others)
Links👇
Website: getgrass.io/
Discord: discord.gg/getgrass
Referral Link: app.getgrass.io/register/?re…
TuScani | Sky-Sea🌱 ./ retweeted
The @FliteGrid prototypes have arrived!
These things are absolutely beautiful and just what we asked for. Now we add LTE modules and get the show on the road!
TuScani | Sky-Sea🌱 ./ retweeted
i’m giving one of you a fucking ROLEX
like + repost + follow me
one random winner picked 48 hours from this tweet. no purchase necessary
Impressive, but @UsePodAI is being modest. The current daily token consumption is actually ~2.5b. They are ~75b tokens/month currently. But they are scaling, so in 30 days, it will be exponentially more than that
This is going so much squihigher
$SQUIRE
UsePod has crossed 40 billion tokens per month, marking a 300% MoM growth in utilization.
usepod.ai/leaderboard/
Remember folks. When using an LLM to help you put together a full work-out program, be sure to tell it you aren't a bug with 6 limbs and no head
My quant just said $GRASS will be $0.90 this week and $1.2 in 2 weeks
I never doubt my quant
The relative strength in $GRASS right now is super impressive. Very easy to see which assets are on investor shopping lists when there is a high correlation move lower by looking at the names that bounce back first/strongest
I bet it won't be long until they decide to execute on a $GRASS venture fund
🆕 Crypto Sectors Top 20 from Grayscale Research highlights the top index-eligible tokens from Q1 '26 based on volatility-adjusted returns.
$KITE $JST $DEXE $HYPE $ZRO $DCR $MORPHO $AKT $TRX $CC $RENDER $TAO $AXS $GRASS $COW $SKY $MON $GNO $QNT $ZANO
Read the full update here: research.grayscale.com/marke…
.@grass offers $0.75 OTS package, a custom plan is likely ≤$0.50 CPM
Note the chart takes raw pricing & doesn't account for success rates. Grass retrives 98% of pages in hard domain tests, 97% of full benchmark URLs and 100% across e-commerce/social media. Translation; reliable
TuScani | Sky-Sea🌱 ./ retweeted
Jensen sure is learning the American way of doing things.
We are now entering into a new era of compute segregation for the neoclouds
$NBIS $CRWV $NVDA $AMD
SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings
Note that this doesn't apply to hyperscalers, as they have more buying power. But for neoclouds, executives feel NVIDIA has been using high-pressure tactics to keep them NVIDIA-only.
As such, neocloud executives are starting to consider offering TPUs or AMD GPUs quietly to avoid getting pressured by NVIDIA and to avoid the feeling that NVIDIA will retaliate.
xitter.cf/SemiAnalysis_/status/2…
AI's only been in serious development for a few years however automated systems already generate more web traffic than humans (57%>43%). As websites expand their blocking capability demand for a decentralized scraping network will grow
@grass PMF will only scale with that demand
LCR assumptions;
Credit use vary by request; CSR most common @ 55% so assume 2 credit/request
4m requests/day = 8m credit/day (240m month)
That's 240 business plan equivilant users; LCR already @ ~$2.6m ARR
Team only just scratched the surface of a huge TAM
TuTu holds grass
TuScani | Sky-Sea🌱 ./ retweeted
launching off this
i've said this like 1000 times
CRYPTO IS A SECULAR MARKET
Once we know a bull market is confirmed, shut off all macro/political noise (occasionally there is signal there, but not often)
We do our own thing. We have our own whales and capital pools.
Analyse trends, narratives, TA, PA, FA, all the As, but don't look to stuff outside, it'll only confuse and fuck you up.
That's another weekly close above the May highs now. This was one looks like a perfect run the stops type weekly candle.
Price action is the truth. You may disagree and have your own narratives (macro doom, Ai doom, bond doom whatever), but if the weekly and monthly candles are telling you it's a bullish trend then just be a respectoooor of the higher time frame trend.
I think a lot of people are quite confused in regards to Bitcoin's strength vs indexes and gold, and Bitcoin not making sense in respect to their previous mental models of how it should be reacting.
Markets know more than you, you won't always be able to explain price action, and the reasons for a particular move may reveal themselves at a later date. Usually an asset moving where it is lacking a very obvious catalyst/reason is actually quite bullish.
I see no reason why BTC doesn't make its way into the 90s at some point in the next few weeks based on the weekly trend. Bulls are in control.
TuScani | Sky-Sea🌱 ./ retweeted
one thing i find interesting about Grass is its potential expansion beyond AI training data
they've already built infrastructure to collect and process web data at scale, and now they're looking to make those tools available directly to AI agents and LLMs
i expect real-time access to web data to become increasingly important as AI agents grow more capable
that could open up an entirely different market for infrastructure providers like Grass
.@grass launched their first LCR tool. Chart looking good, majority of unlocks finished, comms increasing, buybacks will have to start soon, rev scaling. Team working their asses off ignoring any noise. No equity, just $GRASS
Still underpriced.
Disc. Tutu holds grass
TuScani | Sky-Sea🌱 ./ retweeted
Major rerating of $Grass is still to occur. This is a much better product than their competitors whilst Grass has a valuation at the fraction of the price.
One of the few crypto projects with a genuine moat in a category with an unfathomably large TAM, and an example of how building with crypto infrastructure has actually solved a real problem.
I've never seen a bigger disconnect between CT and a very successful legitimate growing project before than Grass.
TuScani | Sky-Sea🌱 ./ retweeted
Request access now: lcr.net