NOCK

그냥 꼬맹15d ago

1. https://www.artemis.ai/tim0x/article/305506378247231184 2. https://x.com/Grayscale/status/2102098573827428852 3. https://x.com/BlackRock/status/2102409739175141458?s=20 The convergence point of recent posts and flows ultimately comes down to computing, energy → DePIN, inference. Using the article's framing... token costs are falling and AI demand is naturally increasing. Cheaper intelligence generates more prompts, more prompts lead to more inference, more inference drives computing demand increases. As access costs drop, compute demand grows faster than infrastructure can scale. Thus computing becomes a potential bottleneck. When computing becomes a bottleneck, markets seek efficiency—this is where DePIN becomes important. Therefore DePIN demand could emerge first from computing and expand into physical infrastructure like energy and data centers. I focused on the structure itself from energy → inference, and organized my research around tokens from projects that have actual demand and value capture, even if minimal. 1. Recurring inference supply / inference marketplace: $VVV, $DOT, $ORBIO, $POD, $SERV 2. GPU collateral/insurance, marketplace, rental: $CHIP, $AKT, $IO, $ATH 3. Computing, energy, network: $PRL, $NOCK, $GENSYN, $TAO 4. DePIN: $GEOD + 2nd category Teams I think are the best at this. Personally I wonder if focusing on DePIN right now would be good? Physical infrastructure itself is becoming a bottleneck, so I can see the flow shifting. Some tokens even haven't launched yet.

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코인이지 공지방15d ago

Smart Money: The Trap in Top SM Purchases—Buying Volume and Net Inflow Divergence 24h Smart Money top purchases STONK ($389K) and ZCAT ($267K) had active buys but net inflow at -$541K and -$6K respectively showed actual net outflow instead. Meanwhile NOCK showed $226K purchases with +$152K net inflow, showing clear net-buy flow. Coinage Insight Looking only at purchase volume rank, STONK is #1, but netflow shows -$541K—SM actually unloaded holdings. It shows how surface-level purchase volume and actual directional intent can differ. NOCK concentrates with just 7 traders in a small group but shows net inflow positive with inflow-to-outflow ratio over 3x, displaying the clearest buying bias. Investor Action Plan - Net Inflow First: Filter by netflow positive tokens, not purchase volume - Small Group Concentration Caution: NOCK's 7 traders bring volatility risk - Net Outflow Avoidance: STONK and ZCAT show SM buying despite holdings reduction Core Takeaway: Watch netflow, not purchase volume Powered by Nansen 👉 Learn more 📢 Announcement Channel · 💬 Discussion Channel · ✖️ X #SmartMoney #OnChain #Coinage

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