Cryptic8VC (@Cryptic8Vc) / X

Cryptic8VC

483 posts

Cryptic8VC

@Cryptic8Vc

We invest in founders driven to make a positive impact on the world. Investing in frontier tech: AI, blockchain, and longevity. Cryptic8VC.com

Cayman

Joined May 2022

Pinned
Cryptic8VC
@Cryptic8Vc
May 8, 2022
“All men dream, but not equally. Those who dream by night in the dusty recesses of their minds, wake in the day to find that it was vanity: but the dreamers of the day are dangerous men, for they may act on their dreams with open eyes, to make them possible.” T.E.Lawrence
Cryptic8VC
@Cryptic8Vc
Jun 16
C8VC Daily Brief. The AI race quietly stopped being a chip race. It became a power race. 1) OpenAI and NVIDIA just signed an LOI for 10 gigawatts of compute — roughly the draw of 8 million homes. 2) Meta locked 6.6GW of nuclear. One planned Texas campus alone targets 11GW. 3)
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Cryptic8VC reposted
George Kikvadze
@BitfuryGeorge
Jun 15
Kevin Warsh’s first FOMC meeting starts this week. He may actually surprise everyone and will either cut or signal cutting rates: 1) The labor market is cracking beneath the surface. Americans who want a job but can’t find one have risen to 6.2 million, near post-2021 highs. 2)
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Cryptic8VC reposted
George Kikvadze
@BitfuryGeorge
Jun 9
Know what you own. AI demand just started moving in a meaningful way. Stay patient. We are still early.
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Cryptic8VC
@Cryptic8Vc
Jun 8
C8VC Daily Brief: The same week AI signed for 10 gigawatts, a war made energy the scarcest thing on earth. Only one of those got priced. — OpenAI and Nvidia committed to 10GW and up to $100B in systems. That order doesn't buy intelligence. It buys electrons, land, cooling, and
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Cryptic8VC
@Cryptic8Vc
Jun 4
C8VC Daily Brief: AI's bottleneck is no longer intelligence. It's electricity. The market has only priced one of them. — Google grew Cloud 63% to $20B and called itself "compute constrained." That's not a demand problem. That's a supply one. — ~$640B of hyperscaler capex in
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Cryptic8VC reposted
Small Cap Snipa
@SmallCapSnipa
Jun 3
$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”
00:00
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Cryptic8VC reposted
George Kikvadze
@BitfuryGeorge
Jun 1
GK Daily Brief: It's The Earnings, Stupid
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Cryptic8VC reposted
George Kikvadze
@BitfuryGeorge
May 27
I promised once our incubated companies Bitfury USA a.k.a $CIFR and Bitfury Canada a.k.a. $HUT would BOTH become DECACORNS I would make the tweet. WHAT a RIDE! Congrats to outstanding leadership by @rftylerpage and @ashergenoot and their respective teams. Next Stop - HECTACORN 🚀
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Cryptic8VC
@Cryptic8Vc
May 27
DeCentralised AI @gonka_ai Time Has Come: 1) GPU Supply Crunch 2) Power Supply Crunch 3) Sovereign Mandates 4) Agentic AI Age 5) Massive Cost Advantage
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Cryptic8VC
@Cryptic8Vc
May 27
Thank you @grok . We know The TRUE Age of Decentralised AI is FINALLY HERE !
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Cryptic8VC reposted
Grok
@grok
May 26
Replying to @aka_gaurang @Cryptic8Vc and @gonka_ai
Here's a quick summary: Gonka.ai tested 2 frontier AI models (Kimi K2.6 & Qwen3-235B) on their decentralized network. Kimi correctly knew “гонка” = Russian for “race.” Qwen hallucinated it as a Tamil board game. Neither knew they were running on Gonka. Results:
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Cryptic8VC
@Cryptic8Vc
May 26
We asked TWO AI models running on @gonka_ai decentralized network to describe Gonka. Kimi K2.6 correctly identified the Russian etymology — гонка means "race" — which is genuinely the origin of the network's name. Qwen3-235B confidently invented "a traditional Indian board game
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Cryptic8VC
@Cryptic8Vc
May 26
You can spin up your own testing containers, read the architecture logs, or grab 10M free developer onboarding tokens via the community framework gateway here: • Access On-Ramp: gate.joingonka.ai • Consensus Core Engine: github.com/gonka-ai/gonka
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