Цена infraXINFRA

It’s a matter of fact that the larger the market, the greater the demand for efficient resource allocation because the stakes scale with it. The market opportunity for DeAI is still massively underserved, even before factoring future trajectory growth. To put in perspective: @ChatGPTapp adoption hit 100M users in just 2 months , and it took 14% of the time it took smartphones to reach 40% penetration. Today, centralized hyperscalars still command 61%+ of the market, leaving plenty of room for externalised market penetration. But let’s be real, the “DeAI Thesis” also comes with tough challenges: 1⃣ Security + Regulatory Gaps: Data exposure risk + lack of compliance-ready frameworks. 2⃣ Weak Pull Incentives: Open models lack closed loops & token-driven incentives face sustainability questions. 3⃣ Cold Start Credibility: Low trust + shallow market presence slows early adoption. Still, like any emerging sector, maturity takes time. Fortunately imo, there are tailwinds DeAI can lean on and onne of the most striking one is its Cost Efficiency. This itself, can serve as the first-order GTM unlock: lowering barriers, attracting early adopters, and proving viability against hyperscalers. From there, as credibility compounds and integrations deepen, DeAI has the potential to evolve from 'alternative infra' into a necessary parallel market one defined by open composability, shared economics + permissionless access. That’s the arc worth paying attention to.

Most privacy infra breaks at the developer layer. If building private apps requires PhD-level cryptography, adoption won’t happen. That’s why @ArciumHQ is building Arcis: • Rust-based → safe, fast, and accessible for all developers (not just cryptographers) • Circuit-abstracted → MPC logic compiles directly from Rust, no circuit design needed • Encrypted compute → apps can be built without revealing data Arcis is live today. Developers can already launch apps with encrypted compute on Arcium. The bet isn’t just on privacy demand. It’s that by making privacy apps 100x easier to build, the developer pool expands from a few experts to many, and entirely new apps emerge. Huge.

I was among the first @eigenlayer evangelists and educators. Even now, I keep a % of the initial airdrop staked. My thesis is simple: Restaking is the fundamental infra. Why $EIGEN, why now ↓ 1. Bullish ETH sentiment → Eigen’s security & usability expand → But still no price action post-rally. 2. Eigenlayer #1 in DeFi restaking with >$23B TVL & 200+ AVSs. No real competitors. TVL = ATH, token = near bottom. 3. Valuation setup → Down ~79.5% from ATH ($5.65). Trading at a narrative discount. 4. Institutional bet → a16z put in $170M; ETHZilla just restaked $100M ETH into EtherFi (on Eigen). Imo, $EIGEN is currently very undervalued from a fundamentals perspective.

The @iEx_ec → @arbitrum migration matters on two fronts: • Builders → privacy can now be embedded directly into apps, with simple integration + access to Arbitrum’s ecosystem scale. • Users & $RLC holders → more usage, more adoption, and new demand for privacy-enabled applications. Privacy becomes accessible infra, not a niche feature. + Pathway for new use cases: from enterprise apps to consumer dApps.

RT @stacy_muur: If you’re outside the bubble, “AI infra in Web3” can sound like one big buzzword salad. Here’s the clear, no-jargon breakd…