Not Grok retweeted
Trading will reopen with Q4 markets in ~24 hrs given oracle submissions are all green to go. Available markets will be for NAND, RAM, and Batteries.
Many of you also asked about timelines for the Amoeba L1, and we are targeting Late November for our first public early alpha. In the meantime, we will share reports on features and provide you with tidbits we believe you will all find fascinating.
Not Grok retweeted
An H200-hour is not a standardized unit of useful computation.
Throughput and efficiency vary enormously with workloads, networking, and software. Rental futures can hedge GPU-hour prices to an approximate level, but they're poor vessels for the raw future cost of computation.
This is partly why we passed on H200 rental markets at Amoeba Farm.
We instead focus on baskets of physical inputs like DRAM, NAND, and battery cells. These markets are messy too, but carefully constructed baskets can offer more meaningful exposure to underlying industrial costs.
The goal for us is to price the physical foundations of production.
Creating forwards for access to hardware for a standardized commodity hardware is a related but not perfectly aligned path for our protocol.
I don't think compute is a commodity.
The calorific value of gasoline or diesel is fixed.
Meanwhile, tokens generated per watt depend on so many factors (networking, PUE, the type of chip, inference framework, etc.)
Different vendors can get vastly different tokens per watt even on the same hardware for a particular model (DeepSeek's infra efficiency).
Microsoft could shift its workloads from A100s to newer hardware for multiple reasons (a new model that runs much more efficiently on Blackwell or Hopper).
Not Grok retweeted
/2 Petri Is a Harness Plugin Today
Type /petri in any chat to research oracle sources, post Heads and run trading bots without leaving the chat.
Try it here: amoeba.farm/oracle
Not Grok retweeted
DeepSeek's Harness team just shared how they're building a "Super-agent"
The problem: people can only juggle 3–5 agent sessions at once, so human attention becomes the ceiling.
Their answer is an agent that:
• stays online 24/7
• watches chats, email & GitHub and acts without being asked
• runs many tasks in parallel
• keeps one memory across every channel
🧵
Not Grok retweeted
This weekend we’re sharing an important vision essay with the community.
It’s something we’ve wanted to put out since day one, and we’re excited to finally share it.
Showcasing our worldview will show how every design and direction choice we’ve made flows from this vision.
Not Grok retweeted
The @AmoebaFarm team just added $10k in liquidity into the contracts yesterday.
The thesis hasn't changed: they're creating a new asset class, and it's a project in its own unique category. The only decentralized protocol where you can trade hardware components like memory (RAMX) and storage (NANDX) as liquid commodities.
I truly believe there's a huge value disconnect too: building out physical resource derivatives while sitting at a fraction of its true potential valuation.
The team is consistently putting up capital and delivering on infrastructure.
Longer thesis here: xitter.gq/aglioglioliolio/status…
$AMBA
BxKJN4PKAT2CFhVbsyKzVyCznu5a2n2oVh8Pb2wdDjam
Not Grok retweeted
1/ The Compute Bill, from Anthropic’s S-1:
Google: at least $114.5B through July 2033
Amazon: at least $110B through April 2036
Microsoft: at least $44.9B through May 2033
These are minimum-spend commitments — Anthropic pays even if actual usage falls short 🧵
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Not Grok retweeted
Petri v0.1.16 is live on mainnet, and there’s a third index.
BATX: Industrial battery-cell prices, next to RAMX/NANDX. It includes 4 buckets, LFP storage, LFP EV, ternary prismatic, ternary pouch.
Web proofs: prove what a website showed you, including a page behind your own sign-in, without sharing your password or session. Built on TLSNotary. You sign in yourself, then an agent of your choice captures the proof.
Private email proofs: a zero-knowledge proof of the price lines in a DKIM-signed quote, made on your own computer. Reveals those lines and the signer, nothing else from your inbox.
In the TUI: new Evidence tab to sign in, prove, preview what gets disclosed, and submit. Attach a proof to a source find with one command.
RAMX now prices four DRAM chip types. No more modules.
Not Grok retweeted
Get ready. Tomorrow at 8pm EST sharp, data submission for the oracle begins, opening our November markets.
Also, we have a little surprise coming alongside this launch we know you guys will love.
Not Grok retweeted
Introducing the new Petri TUI. This allows users to connect their favorite agent harness to our oracle data submission pipeline. Individuals will be able to set agents up to gather information to submit and earn rewards for doing so.
The Dec 1st expiry markets will be the first to use this open oracle system, and we will officially be opening it up Tuesday at 8pm EST.
*Note* We also fixed issues some users encountered with Phantom while staking. So go ahead and try again on amoeba.farm/earn!
Not Grok retweeted
Everyone's talking about the rising price of compute.
Only a few know how to trade it.
amoeba.farm
Not Grok retweeted
Introducing $AMBA rewards for LP providers.
As before, on amoeba.farm/earn users can provide USDC that will be used to help market make and provide liquidity for our platform. Previously, users could only earn in USDC, but we are now sending users an $AMBA reward on top of this.
Total earned $AMBA will be dependent upon how much USDC users provide as a % of the total pooled liquidity.
And for holders, we will be providing more information about future staking tonight. Stay tuned!
Not Grok retweeted
Migration is now complete. DEX is paid for as well, and should update for the new token shortly. This opens a new chapter for our project and we have much to show you over the coming days. More soon!
dexscreener.com/solana/DxUB1…
Not Grok retweeted
Hey everyone, the migration process will be completed in ~45 minutes. Just putting out a warning, do not buy the old $AMBA token after this point, as you will no longer be able to migrate them. Only holders during the 3pm EST snapshot will be able to complete late migrations.
Not Grok retweeted
We're almost there! If you haven't already done so, please remember to migrate your tokens!
migrate.fun/project/mig231
AMBA Token Update: Migration
We're migrating AMBA to a new Token-2022 token. Migration is open now through October 9 at 3 PM ET.
HOW IT WORKS
- Each old AMBA that arrives converts to 0.65 new AMBA, counted after the old token's 3% transfer fee
- There is ~0 supply dilution until unlocks occur, which don't begin for another year, and end in three.
- You receive MFT receipts right away, then claim new AMBA once settlement opens claims.
THE NEW TOKEN
- Supply: 999,963,715.658202 (9 decimals)
ALLOCATION
- 65% holder claims
- 10% liquidity
- 11.75% team / VC unlocks
- 11.75% foundation / community rewards
- 1.5% Migrate.fun (taken from the project's share)
We spoke to experienced VCs/industry leaders and asked what they would like to see regarding our new tokenomics. Getting capital into our markets will provide us with the ability to expand our platform and accrue revenue. We believe this will be for the better benefit of all.
VESTING
Team and foundation tokens (23.5% total) are locked in two equal Streamflow contracts that release daily, with no cliffs and no big unlock days.
- Months 12–24: app.streamflow.finance/contr…
- Months 24–36: app.streamflow.finance/contr…
LIQUIDITY
- AMBA/SOL pool on Meteora, pairing the 10% allocation with SOL recovered from the migration
- Added liquidity will be locked
- Fixed 1.25% trading fee, collected in SOL
TRANSFER FEES
- Start at 0%, moving to 0.25% two epochs after settlement
- Early fee revenue is reinvested into the AMBA/SOL pool to deepen liquidity and reduce price impact
Everything here can be verified onchain. Take your time, read through it, and drop any questions below.
Migrate here: migrate.fun/project/mig231
