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[@0xMetaLight](/creator/twitter/0xMetaLight)
"Rough @dawninternet Black Box salt sheet based on retail hardware cost estimates highlighting the most likely NVIDIA GPU models. - We can estimate that the DAWN DPDK + VPP based router components are worth around $400-$500. - Dawn is selling these devices with "single-digit margins" - You are essentially purchasing this device at the retail cost of hardware and are getting a good deal given it comes pre-configured and pre-assembled. - If you're a hardware nerd BYOD is in the works but there is not currently an ETA. - Mine $DAWN $INT $PIPE $HNT $STORJ @ArciumHQ + X others simultaneously. DePIN"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1947668670324363739) 2025-07-22 14:42:51 UTC 2658 followers, 3801 engagements


"5/ Competitive edge: On-chain vesting claims & metadata stay native while front-end partners bring distribution. Genesis-compatible standards mirror the NFT playbook that made Metaplex dominant"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1948047112488513701) 2025-07-23 15:46:39 UTC 2658 followers, XX engagements


"@mattyryze @fractalofficial @CORSAIR @nvidia @NVIDIAAI Threadripper time"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1948567525504999579) 2025-07-25 02:14:35 UTC 2660 followers, XX engagements


"@DabbaNetwork @dawninternet @ArciumHQ @pipenetwork @helium @inference_net @storj @WilliamRossX_ Happy to join"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1947767439564922955) 2025-07-22 21:15:20 UTC 2658 followers, XX engagements


"1/ Metaplex just lit the fuse on Solanas ICO renaissance with Genesis: a programmable launch engine for auctions presales and uncapped pools"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1948047037808927216) 2025-07-23 15:46:21 UTC 2660 followers, 2748 engagements


"@USDai_Official @maplefinance @OndoFinance @usualmoney @ethena_labs 6/ What to Watch: - Risk Profile: Borrower defaults GPU depreciation and auction liquidity remain untested. - Upcoming Catalysts: First collateral recovery sUSDai/PT markets Blackwell resale prices"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1946268425711747222) 2025-07-18 17:58:47 UTC 2660 followers, XXX engagements


"@blockworksres @metaplex 2/ Why it matters: Metaplex already underwrites XX% of all token & NFT mints on Solana. H1-25 revenue hit $13.7M half of which bought back MPLX. Genesis lets them harvest the fungible boom too not just NFTs"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1948047057052373419) 2025-07-23 15:46:26 UTC 2660 followers, XXX engagements


"7/ Read @marcarjoon and I's full note & revenue scenario analysis by subscribing to @blockworksres"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1948047137054576877) 2025-07-23 15:46:45 UTC 2624 followers, XXX engagements


"@j_schwartzz @dawninternet @ArciumHQ @pipenetwork @helium @inference_net @storj"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1947735835782287785) 2025-07-22 19:09:45 UTC 2635 followers, XXX engagements


"Friendly reminder that @blockworksres called $HNT at $XXXX just before it ran to $X. Now at $XXXX as the broader market sells off but still outperforming the vast majority of the DePIN sector. Halving coming August 1st. See you on the other side"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1948772498306146737) 2025-07-25 15:49:04 UTC 2636 followers, 2698 engagements


"5/ Competition is mounting but none bundle insured GPUs dynamic redemption auctions and a junior NFT buffer in a single stack. As volume grows USDai will scale from XXX% T-Bills to XXX% hardware-backed loans targeting XX% coupon"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1946268410813481081) 2025-07-18 17:58:43 UTC 2656 followers, XXX engagements


"$ONO TGE day: - $BONO (beta token) trading at $XXXXX vs $ONO trading at $XXXXX - 4M ONO conversion pool (4.5% tapped) - XX% loss if you convert now - Pool aims for 1:8 over time with halving unlock (21%/yr). Early adopters will likely be waiting for favorable conversion rates. Beta tokens like $BONO are proof that testing IOUs need to be issued on devnet testnet or as points"  
![@0xMetaLight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1475521808317263873.png) [@0xMetaLight](/creator/x/0xMetaLight) on [X](/post/tweet/1947686680359587860) 2025-07-22 15:54:25 UTC 2658 followers, XXX engagements