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fenbielding
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yesterday we deployed a massive update to RL Swarm with a new set of tasks and new dashboard it's been just over 24 hours and there are already >4,500 individual, heterogeneous, completely decentralised nodes connected simultaneously macs, nvidia gpus, consumer, datacentre...
yesterday we deployed a massive update to RL Swarm with a new set of tasks and new dashboard
it's been just over 24 hours and there are already >4,500 individual, heterogeneous, completely decentralised nodes connected simultaneously
macs, nvidia gpus, consumer, datacentre...
fenbielding
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looks like the bay area is embracing crypto again
looks like the bay area is embracing crypto again
fenbielding
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there are some misconceptions about what's actually happening in different decentralised training runs RL Swarm isn't just distributed rollout generation, it's gossip-based learning where the communication itself is a training objective the models learn to reason AND talk
there are some misconceptions about what's actually happening in different decentralised training runs
RL Swarm isn't just distributed rollout generation, it's gossip-based learning where the communication itself is a training objective
the models learn to reason AND talk
fenbielding
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the @gensynai Testnet is still accelerating >56k on-chain accounts >6.7M on-chain transactions >45k decentralised models trained through RL Swarms >5.5M downloads on HF base models and we're only in Phase 0 - there's much more to come
the @gensynai Testnet is still accelerating
>56k on-chain accounts
>6.7M on-chain transactions
>45k decentralised models trained through RL Swarms
>5.5M downloads on HF base models
and we're only in Phase 0 - there's much more to come
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USTechFundFlows
6,078 vues
318 mentions
$USDC #USTechFundFlows As of **February 10, 2026**, the US technology sector is experiencing a period of significant "re-rotation." After a rocky start to the year characterized by a "software-mageddon" sell-off in late January, capital is beginning to flow back into high-conviction AI and semiconductor plays. Here is the current state of **#USTechFundFlows**: ### 1. Weekly Flow Highlights (Early February 2026) Institutional and retail sentiment has shifted from defensive to opportunistic following a mid-week dip. * **Tech Sector Inflows:** US technology funds saw a massive **$6 billion inflow** last week, the largest in eight weeks. * **Broad Market Context:** This tech surge occurred alongside $34.6 billion in total equity inflows, though investors remain cautious, keeping nearly **$9.1 trillion in money market funds** (cash) on the sidelines. * **Software vs. Chips:** While software and data services ETFs saw outflows in late January due to "AI disruption" fears, they have recently rebounded, with some software-focused ETFs gaining nearly **7%** in just two sessions. --- ### 2. Major Drivers of Capital Movement The flow of funds is currently being dictated by three primary "magnets": * **The AI Bond Spree:** Major players like Alphabet (Google) have embarked on global bond issuances to fund AI infrastructure. High-tech bond issuance reached approximately **$260 billion** between September 2025 and February 2026. * **The "Attractive Entry Point" Narrative:** Analysts from Morgan Stanley and RBC have noted that the January volatility reset valuations to more "digestible" levels, triggering systematic buying. * **Capex Verification:** Investors are moving away from "AI hype" and toward companies with verifiable **inference workloads** (real-world AI usage) rather than just hardware training. --- ### 3. ETF Performance & Positioning | Ticker | ETF Name | YTD Return (as of Feb 6, 2026) | Key Holding Weight | | --- | --- | --- | --- | | **IYW** | iShares US Technology | **-3.07%** | NVIDIA (17.29%), Apple (16.17%) | | **XLK** | Tech Selec
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