Gonka: AI Usage Is Growing What Does It Mean for $GNK ? Gonka connects GPU providers with developers who need AI inference. Customers pay for computation; hardware operators earn usage fees and token rewards. The key distinction: customer payments are revenue. Token emissions are incentives. Our October 5 research found measurable activity, but also important limitations. OpenBroker’s public ledger recorded roughly 263.5B AI tokens processed, 41.5M requests and 5,302 GNK in usage charges during September 5 October 4, excluding a test account. At the research snapshot price, those charges were worth approximately $1,255. This is one broker’s recorded usage cost not audited revenue for the entire Gonka network. Growth accelerated in the latest full week: • Usage charges: 996 → 2,055 GNK, up 106% • AI tokens processed: 65.7B → 124.2B, up 89% • Accounts with recorded charges: 47 → 46 Existing accounts used more compute. The number of paying accounts did not grow that week. Concentration matters: an account named “ #Gonka Labs Secondary” represented about 58% of the 30-day charges. That makes independent commercial demand harder to establish. OpenBroker listed 160 accounts, including 87 marked active. These are accounts, not 160 verified corporate customers. Where does the yield come from? GPU operators can receive customer fees plus newly issued GNK, while paying for hardware and electricity. Simply holding $GNK does not automatically entitle investors to that income. My view: Gonka has observable usage. The next milestone is proving that external customer spending can grow alongside it. Watch independent paying customers, repeat spending, customer concentration and fees relative to token rewards. More AI traffic is encouraging. Sustainable economics require more than traffic. #WhyNot Research | Research the Future
