Technological investors love to pay the potential. Gamefi Tokens, with high valuations in the divorced sky of the numbers or income of current users, incorporate this optimism perfectly, as Coinridesk investigated in 2022, the market capitalization of one billion dollars of Decentraland did not coincide with the number of active players on the platform.
But, surprisingly, distributed computing tokens do not seem to enjoy the same speculative premium even compared to their traditional fellow finance merchants such as Coreweave (CRWV).
Coinmarketcap says that the category of tokens for decentralized networks that provide GPU energy for AI and other computer workloads, which includes well -known tokens as bittensor, Aethir and Render, is worth $ 12 billion.
At the same time, the marketsandmarkets research group data put the value of the GPU as a service industry in around $ 8 billion this year, growing to $ 26 billion in 2030.
In contrast, CRWV closed on Monday in New York to $ 163, which places its market capitalization at $ 79.2 billion. The recent profits of the company forecast up to $ 5.1 billion in revenues of 2025, which suggests that it quotes more than 15 times term sales.
This type of multiple could be justified in a high growth environment, but Coreweave also registered a net loss of $ 314.6 million in the first quarter, partly driven by shares -based compensation and continuous infrastructure construction.
In spite of this, investors continue to reward Coreweave for their dominant position in the centralized infrastructure with their shares 300% to date. The company is closely integrated with NVIDIA and has high visibility through contracts with OpenAI and other business clients.
Meanwhile, decentralized computer networks are delivering similar services (inference of AI, representation and calculation power, without collecting billions in debt or capital, since they act as a corridor that connects existing GPUs with users, saving capital spending to buy their own server farms.
These are not theoretical networks. They are functional systems that already process real workloads, and the brokerage model works for customers.
However, its collective market value remains a fraction of Coreweave. Certainly, they do not have the same level of workload that is executed through their networks, but the gap is surprising. While the market treats Gamefi with irrational exuberance, distributed computer tokens may be suffering the opposite problem.
Despite addressing the same need for the Coreweave, and somehow offering a more efficient and globally scalable model without the striking water capex, they remain modestly valued.
SRM Entertainment backed by Justin Sun announces a $ 100 million TRX betting movement
SRM Entertainment (Nasdaq: SRM)Soon to change the name of Tron Inc., he has opted his entire treasure of 365 million Trx tokens through Justlend, a movement that could produce an annual yield of up to 10%, according to a statement.
The measure is produced immediately after an investment round of $ 100 million closed earlier this month to finance what the company calls a “Tron Treasury strategy”, essentially, a public market vehicle modeling in companies that have Bitcoins companies such as Microstrategy, but for TRX.
This structure provides capital investors indirect exposure to a network that plays a dominant role in the USDT stable settlement, particularly in the Global South, where Tether Based on Tron serves as a life lifeguard, possibly a moment of ‘OPO VISA’ for the region’s economy.
Sogni ai debuts Mainnet, Sogni Token to list in Kraken, Mexc, Gate.io
Sogni AI, a decentralized platform for generative workflows, has launched its main netnet and will list its native token, Sogni, in Kraken, Mexc and Gate.io.
Sogni is the useful token of the SNONI Supernet. It is used to calculate payments, rethinking, governance and access to the advanced characteristics of the application.
The launch of Mainnet includes implementations at the base, a layer 2 of Ethereum developed by Coinbase and Etherlink, a layer 2 compatible with EVM based on tezs using smart rolls. In a statement, the platform said that this agnostic approach to the chain is designed to balance scalability and accessibility.
The established objective of the project is to create an open and economically sustainable environment for creative AI applications, combining web infrastructure with user tools that resemble Web2 services in usability.
The platform also uses a non -transferable credit system called Spark Points, which are fixed value representation credits that can be purchased or obtained within the Sogni ecosystem.
Users interact with the network through three main applications: Sogni Web, Sogni Pocket and Sogni Studio. Creators send generative work, while nodes, or “workers” operators provide GPU resources and are compensated in Sogni tokens.
Market movements:
- BTC: Bitcoin is quoted at $ 107,200, maintaining a strong support zone after an increase in volume of 14,695 BTC about $ 107K, with merchants who consider a possible break towards $ 115,000.
- ETH: Ethereum recovered abruptly from an intradication of 3.4%, currently quoting $ 2,480, forming a V -form recovery of a support of $ 2,438, since institutional tickets continue despite the broader uncertainty of the market.
- Gold: Gold is quoted at $ 3,310.95, bouncing from a minimum of a month as a weaker dollar and fed pressure compensated for the feeling of risk.
- Nikkei 225: Asia-Pacific markets negotiated on Tuesday, when investors weighed the record records of Wall Street against the imminent uncertainty of the 90-day rates breathing expired from Trump, with nikkei 225 of Japan 0.58% less than
- S&P 500: The shares rose on Monday when the S&P 500 rose 0.52% to a record closure of 6,204.95, limiting a strong month.
In another part of Crypto:
- The senator seeks to give up US taxes on small -scale cryptographic activity in a large budget bill (Cindenesk)
- Singapore to ‘thread the needle’ as crypto license rules take (Decipher)
- Popular Financial Advisor Ricman says that investors must assign up to 40% of the wealth to cryptography (Cindenesk)
