WINMODE

4 Following
31 Followers
139 Liked
Posts
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#DePIN+AI Real-world example: InVideo generates videos during the day using expensive Sora/Veo APIs, then transcodes and renders backups at night through decentralized networks. That’s how they cut GPU costs by 56% after optimizing. What does that work out to in %? Current estimates: • ∼15–20% of all GPU workloads worldwide could be moved to DePIN today without a hitch • With Livepeer 2.0 (CPU nodes), that figure will rise to 30%, because some workloads don’t need top-of-the-line RTX cards at all And here’s where the math is simple: The cloud GPU market is worth $50B+ a year. If DePIN captures 15%, that’s $7.5B. Right now, the combined market cap of Render+Akash+IO+Livepeer is ∼$1.2B. Even 1% of that pie would mean a 5–10x increase for them, if they can maintain utilization. So it’s not everything, but some workloads are already shifting—and that share is growing as the 5090 hits $5,000. When a card costs a fortune in stores, even greedy enterprises start watching their spending and moving background workloads to DePIN. $NVDAB {spot}(NVDABUSDT) $LPT {future}(LPTUSDT) $AKT {future}(AKTUSDT)
#DePIN+AI
Real-world example:
InVideo generates videos during the day using expensive Sora/Veo APIs, then transcodes and renders backups at night through decentralized networks. That’s how they cut GPU costs by 56% after optimizing.

What does that work out to in %?
Current estimates:
• ∼15–20% of all GPU workloads worldwide could be moved to DePIN today without a hitch
• With Livepeer 2.0 (CPU nodes), that figure will rise to 30%, because some workloads don’t need top-of-the-line RTX cards at all
And here’s where the math is simple:
The cloud GPU market is worth $50B+ a year. If DePIN captures 15%, that’s $7.5B. Right now, the combined market cap of Render+Akash+IO+Livepeer is ∼$1.2B.

Even 1% of that pie would mean a 5–10x increase for them, if they can maintain utilization.

So it’s not everything, but some workloads are already shifting—and that share is growing as the 5090 hits $5,000. When a card costs a fortune in stores, even greedy enterprises start watching their spending and moving background workloads to DePIN.

$NVDAB
$LPT
$AKT
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Bullish
The rise in RTX prices is like a tax on competitors: • Render/Akash pay the tax in the form of expensive expansion, but get a bonus in the form of demand • Livepeer barely pays the tax (thanks to CPU nodes), but also gets a bonus from demand for decentralized video, especially AI video So in this memory-shortage cycle through 2028, LPT could look relatively stronger than IO. But honestly, if the entire DePIN GPU sector goes up because of the shortage, they’ll all rise. It’s just that #LPT/USDT has less risk of providers staying away because of expensive cards. Are you holding only LPT, or have you already picked up something from its competitors too? $LPT {future}(LPTUSDT)
The rise in RTX prices is like a tax on competitors:

• Render/Akash pay the tax in the form of expensive expansion, but get a bonus in the form of demand

• Livepeer barely pays the tax (thanks to CPU nodes), but also gets a bonus from demand for decentralized video, especially AI video

So in this memory-shortage cycle through 2028, LPT could look relatively stronger than IO.

But honestly, if the entire DePIN GPU sector goes up because of the shortage, they’ll all rise. It’s just that #LPT/USDT has less risk of providers staying away because of expensive cards.

Are you holding only LPT, or have you already picked up something from its competitors too?
$LPT
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Bullish
I want to share my trade with you. I'm glad this coin is falling... because it's moved away from the average price, and I'll be able to buy more at an even lower price. How are things going for you with #lpt $LPT ?
I want to share my trade with you. I'm glad this coin is falling... because it's moved away from the average price, and I'll be able to buy more at an even lower price. How are things going for you with #lpt $LPT ?
Basically, guys, I used isolated margin for $LPT {future}(LPTUSDT) There’s nowhere lower for it to go. They’ll buy it back eventually—maybe in a week, maybe in a month. I’ll cash out at $3, or maybe even $5. Haven’t decided yet. There’s time.
Basically, guys, I used isolated margin for $LPT
There’s nowhere lower for it to go. They’ll buy it back eventually—maybe in a week, maybe in a month. I’ll cash out at $3, or maybe even $5. Haven’t decided yet. There’s time.
Yesterday 18:00: • Accounts 2.48 = 248 long accounts / 100 short accounts • Positions 1.35 = $135 long / $100 short • Average long position: $135 / 248 = $0.54 per account Today 15:47: • Accounts 1.45 = 145 long accounts / 100 short accounts • Positions 1.52 = $152 long / $100 short • Average long position: $152 / 145 = $1.04 per account See? The number of accounts fell by a factor of 1.7 (248 -> 145), while the money in each remaining account doubled ($0.54 -> $1.04). 103 weak longs exited. 145 strong ones stayed and doubled their bets. It’s like poker: there were 10 players at the table with small bets; 5 got scared and left, while the 5 who stayed went all-in. They’re confident. When you see the top chart going down and the bottom one going up, that’s concentration. Expect a move, because those 145 already have large positions and need to push the price up to turn a profit. #lpt $LPT #BTC☀ {future}(LPTUSDT)
Yesterday 18:00:
• Accounts 2.48 = 248 long accounts / 100 short accounts • Positions 1.35 = $135 long / $100 short • Average long position: $135 / 248 = $0.54 per account
Today 15:47:
• Accounts 1.45 = 145 long accounts / 100 short accounts • Positions 1.52 = $152 long / $100 short • Average long position: $152 / 145 = $1.04 per account
See? The number of accounts fell by a factor of 1.7 (248 -> 145), while the money in each remaining account doubled ($0.54 -> $1.04).

103 weak longs exited. 145 strong ones stayed and doubled their bets.

It’s like poker: there were 10 players at the table with small bets; 5 got scared and left, while the 5 who stayed went all-in. They’re confident.

When you see the top chart going down and the bottom one going up, that’s concentration. Expect a move, because those 145 already have large positions and need to push the price up to turn a profit.
#lpt $LPT #BTC☀
Closed early, that's all for today. $INIT {future}(INITUSDT) The portfolio is available to copy
Closed early, that's all for today. $INIT
The portfolio is available to copy
Meanwhile, the price is swinging back and forth against my position. $INIT But I’m not watching the price; I’m watching volume. Take a look too ⏬
Meanwhile, the price is swinging back and forth against my position. $INIT But I’m not watching the price; I’m watching volume. Take a look too ⏬
Trying to short $INIT 🛑 loss 1.25 take profit 1.11
Trying to short $INIT
🛑 loss 1.25
take profit 1.11
[https://www.binance.info/en/futures/ref/492303124](https://www.binance.info/en/futures/ref/492303124)я still haven’t gone to bed yet, but I already closed it on the тейк (take-profit) 🙏🫠 Sweet dreams to everyone, and come into my copy trading portfolio. It’s growing without you
https://www.binance.info/en/futures/ref/492303124я still haven’t gone to bed yet, but I already closed it on the тейк (take-profit) 🙏🫠 Sweet dreams to everyone, and come into my copy trading portfolio. It’s growing without you
[https://www.binance.info/en/futures/ref/492303124](https://www.binance.info/en/futures/ref/492303124)😅 This week I'm fixing +11%, now here's the first loss. I’ll go up to 11% and exit, or up to +20% and exit as well. I plan to leave it overnight so it can marinate. And I sleep soundly and calmly because I’m a pro with big experience
https://www.binance.info/en/futures/ref/492303124😅 This week I'm fixing +11%, now here's the first loss. I’ll go up to 11% and exit, or up to +20% and exit as well. I plan to leave it overnight so it can marinate. And I sleep soundly and calmly because I’m a pro with big experience
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