Surplus just pulled -60% Here's what just happened TLDR: Mac mentioned he sold, then gave very bearish comms reality: He lp'd out 2% of supply between 4-5 mil to guarantee 3 months of runway for the team around 160k in funds total, meaning around 50k/month in expenses

Surplus Marketplace just got a major upgrade. Our revamped Model Marketplace UI is now live, bringing users a cleaner and more intuitive experience across desktop and mobile. This v1 release includes updated metrics, giving greater visibility and a more in-depth understanding of marketplace activity in real time. We’ve also added searchability for any model, provider or capability, and expanded the Simulate Order Fill widget. Huge credit to the team for getting this shipped. Buy and sell pages are already in the works — more to come.

the vision and mission are clear. @AskSurplus market target isnt crypto, its targeting the entire global inference market theres an absurd amount of fragmented underutilized compute supply out there that can be aggregated and efficiently monetized through surplusintelligence.ai

Let me break down the structure of the Supergemma Foundation so it's easy to understand. We are a project built to help open-source developers easily step into the on-chain world and secure their living expenses. The $SUPERGEMMA token sits at the very center of this structure. Built on the Bankr Partnership structure, verified developers will launch their tokens and earn trading fees. A portion of the Bankr allocation fees will be claimed by the Supergemma Foundation and fully used to buy back and burn $SUPERGEMMA tokens to support the price. Furthermore, 70% of the trading fees from $SUPERGEMMA will be claimed weekly and locked for 1 year. The rest will go entirely toward events and grants to onboard more developers, boosting overall volume and liquidity. Currently, we are undergoing a strict legal review regarding token reward distribution to ensure compliance. Every token under our umbrella will be a utility token, not a meme coin, providing legitimate rewards to holders. This allows open-source developers to earn a sustainable income valued by the market, driving them to focus deeply on project quality. Technical development is also underway, and updates will be shared sequentially. Our goal is to break away from the negative stereotypes of crypto and create a true win-win: stable income for developers and fair rewards for buyers. Thank you for waiting. Once the legal review is wrapped up, I’ll be joining live podcasts to share the full vision. We've received a lot of requests, but we are holding off to ensure we don't accidentally share any misinformation. Stay tuned.

Both $surplus $ $supergemma playing out as expected from bottom level bounces after paperhands got shook out. Dips were for buying here. ATHs on both soon 👍

Surplus Intelligence week 1 150 models. 2,400 suppliers. 47K requests. 1.77B tokens routed. Inference now has a live orderbook. Here's what the data says 👇🧵

generational entries ?

ATHs today across all key metrics for surplusintelligence.ai Slowly but surely...

Bidding $surplus & $supergemma dips @mac_eth continuously pushing updates on surplus @jun_song releasing roadmap for supergemma in a few days A lot of farm slop being launched on base now, filter out the noise and focus on the gems when they provide dips.

$SURPLUS Most people overpay for AI and waste what they don't use. @AskSurplus fixes that. Sellers list unused credits at a discount. Buyers get cheap inference on demand. Settles on @base via x402, 90% cheaper than centralized alternatives AI demand is accelerating while idle compute continues to grow. Surplus is building the layer that connects the two Dev is @mac_eth, Prev: @coinbase, @base, @Square, @CashApp Surplus grows as compute demand accelerates. The upside potential here still feels very early Repricing will happen sooner or later.

We're now an inference provider on Surplus Intelligence - @AskSurplus Surplus market supply depth just increased ~3x

openrouter got to $1B in like 3 years? let's speedrun that.

$BNB SZN 2.0 If you’re interested in joining @888dao and can provide meaningful contribution, contact @n_ekox 恭喜发财! 🧧 (川普 / 牛马 / 我踏马来了)

Hearing things.

Posted M0N3Y at 2.5m back in June saying how undervalued it was after looking into the dev (the goat) @dev_skill_issue. Yesterday we hit 40m ATH during migration. In a few hours the migration rebrand from @mnplyM0N3Y to @ZeraLabs will be complete and the real business starts. 100m next milestone then much higher $ZERA

Cypherpunk you say... ✍️

Every cycle has a handful of tokens that start as whispers, where only a small group of people really understand whats being built. Then one day, everyone wakes up and pretend they always knew about it, that's where we are right now. $M0N3Y is still tiny, community is growing and it's being rebranded with a migration soon. There's ZERO VC bags, ZERO paid kols, no fake hype, just a group of early believers and a doxxed dev actually working hard. That's the best possible setup you can find. When projects are this early, the biggest mistake people make is thinking "i'll wait until it proves itself." By the time it "proves itself," the big x's has already happened. That's what people miss every single cycle. What makes this even crazier is the fact that most people haven't done any research at all, looks at the ticker and treats it like a meme. It isn't priced like infra, it isn't priced like something that can touch hundreds of millions in flow (even billions), it's priced like just another small mcap shitter. That's pure mispricing, and mispricing = big opportunity. We're sitting on the kind of play where even if you size in small, the upside completely dwarfs the risk. And i've seen this many many times before: the quiet conviction phase, before CT starts screaming about it, before liquidity floods in, before CEX listings. $M0N3Y is still early enough that you can build a position without chasing. That won't last forever. One day this will be trading so high and people will talk about how "obvious" it was. Right now? It's only obvious if you've actually been paying attention. And here's the thing: this stage never comes back. Once the migration is done, once the brand is polished, once liquidity deepens, once the right people start talking about it, that quiet conviction phase is gone. It turns into noise, hype, and headlines. The people who positioned early become the ones others envy. Every cycle has those plays that in hindsight were "free money," but in the moment required conviction, patience, and vision. M0N3Y is in that exact window now. If you've been around long enough, you know how rare that is. History repeats itself every cycle. The same people who call it a meme today will be the ones saying "I was here early" tomorrow, when in reality they faded it. The real edge is not following consensus, it's spotting the few things that actually matter before they're mainstream. This isn't financial advice, it's just how the game works. The risk here is obvious and capped, the upside is asymmetric and unmatched. Opportunities like this don’t knock twice.

Everyone's talking about the future of money, but no one is actually building the part that matters: digital cash. Cash in your pocket irl = private, P2P, no bank, no middleman. Crypto was supposed to replicate that. Instead we got transparent wallets where every tx leaks who, when, and how much. That's where $M0N3Y (soon $ZERA) comes in. This isn't another coin, it's a privacy layer that makes the assets you already use like USDC, SOL, ETH act like real cash. > Online = unlinkable transactions. > Offline = NFC/Bluetooth/QR payments without internet. > Same tokens, just private. No tornado fork mixers, no switching into dead ecosystems like Monero/Zcash. Just the missing primitive that takes Solana from a degen trading chain to the first chain with true digital cash. ANNTWQsQ9J3PeM6dXLjdzwYcSzr51RREWQnjuuCEpump