Andy
Co-Founder of The Rollup & The Rollup Ventures
Internet Computer's ICP has zero reason to exist because its company makes no revenue and its network has only 3,870 daily active users. Its transactions appear wash-traded or bot-driven, and the team spent millions on conference marketing to find exit liquidity in 2021-22. ICP has lost 99.9% from its highs. ICP will fall out of the top 100 in 2027-28, as PudgyAmateur predicts. x.com x.comÂ
Internet Computer's usage claim misleads investors by counting read-only queries and internal messages as transactions. DFINITY advertises 6,000+ TPS against about 0.4 ICP-ledger transfers per second (0.7 across all token ledgers); its own subnet accounts for 31.5% of update executions. Under $7,000 in daily fees and 3,112 daily Internet Identity users contradict the adoption claim. In an investment context this is fraud; enshrining subnets and honest marketing could make ICP a contender. x.com … Show more
Internet Computer's combination of massive activity and tiny costs is exactly what blockchain adoption needs. It is among the most active blockchains by transaction count, yet its average transaction fee was just $0.0000828. x.comÂ
AI's explosive demand for computing power, which BlackRock highlights could become huge by 2030, should translate into crypto growth. DFINITY's Internet Computer is building decentralized cloud infrastructure for AI, while Hedera is building a trust layer to make AI verifiable. x.comÂ
Hedera, NEAR Protocol, Sei, Hyperliquid, Stellar and Internet Computer look like core winners of a future surveillance CBDC finance grid. They should surge as traditional finance implodes under an AI and debt/fiat bubble into a reset, with few retail investors on board. Per @noBScrypto, Hedera is institution-ready, NEAR has fast-growing AI utility, DTCC selected Sei and Stellar for tokenization, Hyperliquid is the top-growing DeFi L1 and Internet Computer runs decentralized AI on-chain. x.comÂ
