Been researching $SURPLUS and the thesis is clean:
Think crypto-native OpenRouter. Marketplace for AI inference providers competing on price. Users + AI agents access models through one routing layer.
What's interesting:
• USDC settlement on Base
• AI-agent payment rails built in
• Multiple inference providers already live
• Real marketplace activity happening
• ~$4M valuation (microcap)
OpenRouter just got acquired by Stripe for $8B+.
No, $SURPLUS won't hit $8B. But it proves the TAM is massive.
The only question that matters: Can inference volume translate into real value accrual for $SURPLUS holders?
Super early. But one of the more interesting microcap plays I'm building conviction on right now.
NFA
Think crypto-native OpenRouter. Marketplace for AI inference providers competing on price. Users + AI agents access models through one routing layer.
What's interesting:
• USDC settlement on Base
• AI-agent payment rails built in
• Multiple inference providers already live
• Real marketplace activity happening
• ~$4M valuation (microcap)
OpenRouter just got acquired by Stripe for $8B+.
No, $SURPLUS won't hit $8B. But it proves the TAM is massive.
The only question that matters: Can inference volume translate into real value accrual for $SURPLUS holders?
Super early. But one of the more interesting microcap plays I'm building conviction on right now.
NFA