Threading on the Edge

Is this the end of the AI trade https://x.com/arndxt_xo/status/2070393141019218329 https://threadingontheedge.substack.com/p/is-this-the-end-of-the-ai-trade

just fill this no question asked thank me later https://x.com/canbildik/status/2069452144067891699

50 WEBSITES GOOGLE DOESN'T WANT YOU TO KNOW https://x.com/allen_explains/status/2069748007264985445

How to print 15% APY on $HYPE (Zero Price Exposure) 👇

the chinese AI models are dominating, along with the obvious split of the AI model market into 2 very different games the first is revenue the second is volume OpenAI, Anthropic and Google still dominate revenue because enterprises buy trust, support, security, procurement, and integration. that part of the market moves slowly and is heavily shaped by cloud GTM, solution architects, and existing enterprise relationships but OpenRouter is showing the leading edge of volume by may 2026, chinese open-weight models were roughly 61% of tokens consumed on OpenRouter. four of the top five models were Chinese. Llama, once the default open-weight leader, has effectively disappeared from the top rankings the cost-performance center of gravity for open-weight inference has shifted east DeepSeek-V4-Pro pricing at roughly 12x below GPT-5.5 makes the point clear. the mass market does not always pay for the absolute frontier. it pays for the cheapest model that is good enough for the task openRouter usage shifted heavily toward code, with programming rising from roughly 11% of usage at the start of 2025 to more than 50% by mid-2026. coding is high-volume, repeatable, and price-sensitive. that is exactly where cheap, capable open-weight models compound premium reasoning is a high-margin niche. cheap, open, good-enough inference is becoming the volume layer if the best open weights are increasingly Chinese, large enterprises will hesitate. export controls, procurement risk, data sensitivity, and political optics matter far more to a Fortune 500 buyer than to a startup trying to cut inference cost so the market likely bifurcates, where startups chase performance per dollar, while enterprises stay with approved Western vendors longer: - that delay creates a temporary distortion, not a permanent moat - the real investment implication is that margin is moving away from the model layer - it accrues above the model through distribution, workflow ownership, and application lock-in - it accrues below the model through cloud, inference routing, optimization, and compute infrastructure the model itself still matters, but in the volume tier it is becoming increasingly replaceable https://x.com/arndxt_xo/status/2069994796048158939

- $Eigen built a cool AI product where you can use your macbook pro to make money -Token is in range since Feb -Listed on openrouter already and token usage is uponly -looking at the pa, people are just accumulating -let's see what happens in a week or two https://x.com/alpinestar17/status/2068066271053414467

but one way or another, this gap needs to move back toward equilibrium https://x.com/arndxt_xo/status/2069824815511543814

Only a few DeFi projects do buybacks that exceed their token emissions. In the past 90 days: https://x.com/TheDeFinvestor/status/2069767296328061239

In practice, token value accrual models fall into a few broad categories: https://x.com/Eli5defi/status/2069661821586510040

How To Use Loop Engineering To Build A Self-Improving Quant Trading System https://x.com/RohOnChain/status/2069056530960490835

COMPLETE PORTFOLIO + FARMING OVERVIEW Overall asset split: Stables: 88.13% HYPE: 3.69% BTC: 2.81% ETH: 2.51% JLP: 1.77% SOL: 0.61% Others: 0.48% https://x.com/3liXBT/status/2069475822545555496

Analyzed 10k borrowers in Morpho's top markets by debt. The same protocol is serving 3 personas: - loopers - liquidity borrowers - directional leverage traders most markets are loop-heavy, with the top 5 borrowers accounting for most of the debt the great unbundling might be coming https://x.com/0scaronchain/status/2069428261315280903

I hate to rain on everyone’s parade, because I really do believe in tokenizing financial securities on general purpose blockchains. But these stats everyone keeps posting about massive onchain stock volume deserve context. The *vast* majority of onchain stock volume is coming from a handful of AMM pools with swap fees essentially set to zero. That makes it dirt cheap to trade, despite these pools having <$1mn of liquidity. Within these pools, 95%+ of the volume is coming from around 10 bots that just flip a small position back and forth again and again Again, not trying to say onchain equities aren’t a very important development. But any time you see a chart like this for any sort of metric in crypto you should drill down into the data. Almost all crypto stats don’t mean what you think they mean at first glance https://x.com/0xdoug/status/2069484171735515414

Ngl @valueverse_ai' 30D Holder P/FCF screener is quietly one of the sharpest lenses in DeFi right now. https://x.com/YashasEdu/status/2069274096421232772

Guys, I just migrated and updated my marketing agencies list. https://x.com/Eli5defi/status/2069043070738579740

Here's your Crypto Watchlist for the Week: https://x.com/Flowslikeosmo/status/2068802136499257558

i also like to add these other unconventional projects to this real yield / revenue generating narrative: $CC : $60m in the last 30d, rank number 3 behind tether and circle $CARDS : $14m in the last 30d, $8.6m gross profit, 85 to 90% buyback floor $SKY : $12.7m in the last 30d, ranks the 3rd most protocol that pays its token holders $ZINC : $5m in the last 30d, launched recently, revenue 3.5x higher in the last 7 days. gamified private proof of work mining protocol on Solana $WLFI : $11m in the last 30d, trump mentioned that they would pay unfreeze Iran's assets in USD1, which would be interesting to see how this would play out @Polymarket : $22m in the last 30d, this figure would grow exponentially as the worldcup goes on $HYPE : $63m in the last 30d, pays the most to its holders and needless to say, its everyone favourite https://x.com/arndxt_xo/status/2069118607792173529

I got a few frens↓ https://x.com/stacy_muur/status/2068246978572750923

This couldn’t have been said better. Many points mentioned but some points here to highlight. Other than crime, $HYPE is the only asset class that outperforms anything in the crypto market right now. A one liner here for every business, is that it should be built with being revenue generating from the very start. Too many business are too focused on an attractive product or tech that no one bothers. Also, they believed in and did one thing that formed the very hype and also the taboo of this industry: buybacks. Buybacks have shown to never work, and only in hindsight, it actually works only in bullish markets. @HyperliquidX kept it going even in the bearish markets. Believe in one thing, stick to it, overachieve, overdeliver. https://x.com/arndxt_xo/status/2067909594698088523

hyperEVM has was never meant to be a general purpose EVM for HYPE defi hyperEVM was meant to be a general purpose EVM for composing with hypercore if a smart contract does not use corewriter or read precompiles, it should not be on hyperEVM because hyperEVM is an awful general purpose L1 due to the 3M gas limit the problem with this is https://x.com/0xasrequired/status/2067722441107931536