$ICP will whip back up so violently and so fast it will leave us all wishing for $3 again

Hello MULTI/DEX 🔥 Should DFINITY release the most powerful DeFi application the world has ever seen? What's cool about it? Here are some factoids, the craziest at the end: 1. It runs on an ICP cloud engine (soon everyone can have one) and is 100% network resident and tamperproof. 2. It is genuinely multi-chain, with no bridging hassles for users (users can deposit straight into their accounts, and withdraw directly, from the native chains of tokens). 3. It is order book based, but also provides a traditional swap interface, which swaps arbitrary assets by routing across the underlying markets. 4. It supports both spot trading, and margin trading that lets traders go long and short with leverage. 5. It has an AMM (Automated Market Maker) that uses Internet Computer outcalls to determine outside prices, then delayed matching against AMM limit orders to prevent arbitrageurs draining liquidity, as can occur with traditional DEXs providing swaps. 6. The AMM maintains a unified liquidity vault, and doesn't need two liquidity pools for every trading pair, providing outstanding capital efficiency and liquidity compared with traditional DeFi systems. 7. Users can earn by depositing into the AMM Vault, and into an insurance pool that protects the vault from margin calls that fail to recover all capital (the insurance pool gets 5% of all liquidations). 8. MULTI/DEX runs on the decentralized Internet Computer network, and is 100% open source — unlike HyperLedger, say, which remains closed source, and has an single-purpose architecture closer to federated CEX hosted on a symmetric cluster of federated servers. 9. If we go ahead, we would propose that MULTI/DEX runs as part of the Internet Computer, in the sense it is controlled and updated by the NNS (The Internet Computer's Network Nervous System, the world's largest and most sophisticated DAO, which directly orchestrates and updates the network) providing unparalleled levels of autonomy, transparency, and security. 10.... and this is the BIG ONE... its backend is built using the latest Motoko language framework (soon to be released) that puts AI *inside* of its software. That means, in another seminal inventive step from DFINITY and Caffeine Labs technology teams, that AI can see, browse and query the realtime data inside the app/dapp's persistent memory and can create and execute ad hoc queries and update logic on-the-fly (subject to permissions). So, while for much of the time traders will be using the traditional UX shown in the pic, increasingly, they will be interacting with the exchange through AI chats that have the "Internet Computer Connector" MCP installed (soon to be released). On the one hand, traders will be able to use chat to ask for simple things, like current spot pricing and market depth, and the likely slippage on a spot market order, and for orders to be submitted, but on the other, for much more demanding things that require the AI to execute ad hoc functionality, such as "Look at my positions and margin pools, and rebalance them to give me more blended market exposure, while also adjusting for risks indicated by social media coverage of forthcoming market events, but wait for my approval of your plan before proceeding." This is a lot to take in, so I'm aiming to get a new demo video out ASAP that will demonstrate what's possible with this AIware, which will include MULTI/DEX — should be about a week!! Btw. for those wondering what might be the big picture beyond what I just described with MULTI/DEX: At DFINITY, we are in the process of transforming ourselves into an "agentic organization," where all our existing apps/SaaS is replaced by custom on-demand apps/SaaS running on cloud engines that are created and updated by AI. Of course, these on-demand apps/SaaS are being built using the new technology described that automatically puts AI inside and provides users with fluid functionality via chat. The totality of the apps/SaaS represents an enterprise "World Model," which incorporates as much of the enterprise's data as possible, enabling AI to perform incredibly powerful analyses and actions — when you see this is in action, you can't unsee what you saw, because it's clearly a huge leap beyond the status quo of today's tech, which is exactly what the Internet Computer project is about. This wraps up our new technology stack, created by leaning on unique aspects of "The Network is The Cloud" paradigm, and years of work, and what, together with cloud engines, will finally enable the Internet Computer to strike out into the massive mainstream cloud technology market.

The Woodpecker is the only proof that God really exists. And I'm going to prove it to you right NOW:🧵

Interesting! DFINITY researchers have found a way to enable new Internet Computer GPU nodes to run: — frontier LLMs (not just neural networks as today) — competitive speed & cost — inference verifiable i.e. "onchain" Notes...🧵

If what I just discovered a few minutes ago about #ICP is true, then the pump could easily blast past $50 before the real climb even begins 🚀🔥 I already shared what I found in the ICPSquad Telegram group 👌

$ICP carrying the whole of crypto rn

$ICP heading to $10?

Expecting the #Mission70 proposal will be submitted to the NNS early next week. Rollin rollin rollin..

Super excited, @SwissSubnet 1st national subnet launched @ WCD, Davos Deploy apps on sovereign Internet Computer/ICP territory keeping all data and computation in Switzerland, to meet emerging regulatory and sovereignty objectives, and more Next, Swiss Subnet cloud engines 💪🏼

Here we go! 1st national subnet, more to come! WCD, 2026

I even deployed the LLM on chain. 135m param LLM running on CPU mode. Internet Computer is the only network that I can do this on today, so props to them for that

Feb 2nd, Caffeine.ai will begin to roll out it's all-new fully agentic "automated tech team" (v2.0) Big advances coming for self-writing cloud and ICP ☕💪

Eliza agent running fully on chain Frontend and backend served on @dfinity Internet Computer Using Eliza native rust runtime Inference with OpenAI (using vetKeys) (or a small on-chain LLM)

ckBTC is now on MexC! ckBTC is a trustless Bitcoin twin, running on the ICP blockchain. 0.6 second finality and super cheap. Essentially does everything that Lightning always wanted to.

ckBTC ("chain key" bitcoin) is a trustless bitcoin twin, created using advanced cryptography It can be transferred with finality in 0.6s, and at near zero cost, to other ckBTC addresses. Yet, it can also be sent directly to any traditional Bitcoin address Now on CeFi exchanges

CRAZY FACT. Last month, there were 4X more unique devs building on ICP than Ethereum Solana Sui the entire Web3 ecosystem IN TOTAL. BUT.. Caffeine AI hasn't even stretched its growth legs yet, and huge new tech advances are coming in Jan (dates soon). 10X by April? 🤔

Grok is now giving ICP lots of support! Back in 2/25 I hoped AI would help ICP by offering a source of truth on X that paid media, market manipulation, astroturf and crypto "research" funded by big money interests, have hitherto masked — use it to make "scales fall from eyes" 💥

Caffeine is still v young & we need to get better at communicating our development direction. In the New Year, we're moving to a new Phase 2 AI Engine, which is more agentic. Note a lot of trad projs recently started using pre-canned agentic frameworks (e.g. from Anthropic) that have given them an instant boost, but they're all forever going to be at that same level. We believe unlocking real potential requires custom frameworks that very specifically target built-for-purpose self-writing stacks, e.g. think about Motoko, and orthogonal persistence, which fuels AI's modeling power, etc, and we are moving to a completely *custom* agentic framework. Once we're there, we should be able to make rapid gains, and as usual, we always aim to outperform all others by a significant margin. Note that there are many corollary aspects to this change, including, for example, upgrades to the Motoko language that allow actors (canisters) to be defined across multiple code files. Not only will the new agentic system be able to code more complex systems, but it will also create code much faster, as it can break down work into parallel streams. Plus, it will become easier for users to fix issues. To understand why, try specifying some lengthy text for an app/website page currently. Oftentimes, the text will be changed slightly by hallucination, because the new page text enters the project through input context. In the future, the more agentic ensemble would copy the supplied text into a file, and then later directly copy/pipe the contents of that file into the page code verbatim — with zero unexpected changes. You can probably see how this kind of approach will eventually make it far easier for users to surmount complex problems by giving specific instructions. Of course, these matters are nuanced, and it's not always so easy to communicate to everyone exactly what's happening and why, and predicting timelines isn't always perfect, but part of the next Caffeine releases must include means to help the interested find out more about the current direction and how challenges are being addressed O, I should say, there's also going to be a Caffeine blog, which will aid in this cause. Many great things are coming early in 2026!!

Dominic just addressed the recent concerns around 1.5M ICP minted and sent to centralized exchanges. Key points: It was not DFINITY Not a current or former DFINITY employee Not Adam It was a 2017 ICO/seed participant who had been dissolving neurons since launch and recently withdrew accumulated maturity This was not insider selling. It was legacy supply from early investors exiting, likely for the last time. While disappointing, this also suggests that much of the early, extractive capital is being flushed out of the system. The focus now returns to execution: advancing the Internet Computer vision, pushing Mission 70 to reduce inflation and waste, and accelerating delivery across DFINITY and ecosystem teams. Transparency matters. Context matters. The work continues.

Caffeine Premium Subscriptions are ~ LIVE ~ In addition to monthly credits and top up options, say ‘Hello’ to: >> custom domains >> emails >> analytics Let’s take a closer look: 1/4

The Caffeine ☕️ team ships as always — all technical milestones achieved, Premium activation only waiting on international tax issues, solved imminently. The UX upgrade rocks!! The next milestones are 💥huge💥 big announcements coming...