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Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

Investors are expressing varying degrees of conviction regarding ICP's long-term utility as decentralized infrastructure for AI agents, sovereign cloud services, and on-chain applications, often contrasting this perceived technical strength against its significant historical price underperformance. While some remain bullish and are actively accumulating, others view the project as a failure, pointing to persistent price decline, inflation, and skepticism toward project leadership and marketing efforts.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor is trending as traders discuss its potential as a decentralized AI infrastructure play, with ongoing conversations focused on bullish long-term adoption, subnet developments, and its price performance relative to major assets. While many community members are actively accumulating positions during pullbacks, sentiment is tempered by discussions around the impact of price volatility and Bitcoin's correlation on the asset's near-term movement.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is seeing increased volatility and trading volume following its listing on the Upbit exchange, sparking debate among traders regarding the sustainability of the price action. While some community members view the consolidation and infrastructure developments as signs of long-term potential, others dismiss the movement as a recurring pump-and-dump scheme.

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone. A key component of the Worldcoin project is the development of the foundational infrastructure that will be important for a world where AI plays an increasingly large role.  The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online while maintaining their privacy through zero-knowledge proofs.  Using World ID, individuals will be able to prove that they are a real, unique human to any platform that integrates with the protocol, including to web3 systems, social networking sites, and governmental programs. This will enable fair airdrops or token/NFT sales, provide protection against bots/sybil attacks on social media, and enable the fairer distribution of limited governmental resources. Furthermore, World ID can also enable global democratic processes and novel forms of governance (e.g., via quadratic voting), and it may eventually show a path to AI-funded UBI. The Worldcoin token (WLD), alongside World ID, will let users participate in governing the Worldcoin protocol.   To engage with the Worldcoin protocol, individuals must first download a first wallet app that supports the creation of a World ID. Users visit a physical imaging device called the Orb to get their World ID Orb-verified. Orbs are operated by a network of independent local businesses called Orb Operators. The Orb uses multispectral sensors to verify humanness and uniqueness to issue an Orb-verified World ID, with all images being promptly deleted on-device per default (absent explicit consent to Data Custody). All Orb-verified World IDs holders are entitled to claim recurring grants of free WLD tokens, subject to certain availability restrictions. The WLD token is designed as a utility token with governance properties.

Worldcoin

Worldcoin is seeing increased investor attention driven by anticipation surrounding AI-related catalysts and the potential for a broader recovery in the cryptocurrency market. Many community members are focused on the asset's role in the machine-based economy and its connection to the OpenAI ecosystem, leading to debates over its long-term growth versus potential volatility.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is facing intense selling pressure and negative sentiment, with the community expressing frustration over its weak performance compared to other assets. While some traders view the current price as a long-term accumulation opportunity due to its enterprise utility and RWA integrations, many others are debating whether the token is a 'value trap' or a failing project amid persistent downward trends.

Robinhood GLD is a tokenized representation of SPDR Gold Shares (GLD) common stock, issued on Robinhood Chain, Robinhood's own blockchain built to bring tokenized real-world assets on-chain. Each token is designed to track the price of the underlying GLD share, giving holders on-chain price exposure to SPDR Gold Shares's stock. The token is freely transferable and composable across the Robinhood Chain ecosystem. It's part of Robinhood's broader initiative to expand access to tokenized U.S. equities via blockchain technology, alongside a wider lineup of tokenized stock tokens launching on the same network.

GoldCoin

Discussion is fragmented as traders debate gold's role as a hedge against inflation and monetary uncertainty, with many participants comparing it to Bitcoin and other precious metals while sharing mixed technical setups. Conversations are heavily characterized by conflicting opinions on whether the asset is currently a buy, a sell, or a target for straddle strategies amid ongoing macroeconomic volatility.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

Chainlink is trending as traders debate its long-term potential as a critical infrastructure project for tokenization and AI payment rails, versus concerns over its persistent price stagnation and tokenomics. Many participants emphasize its partnerships and role in connecting traditional finance with blockchain, while others express frustration over the token's inability to match the performance of other assets.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is seeing increased attention as traders debate its long-term potential, with bulls highlighting the network's post-quantum security roadmap and institutional integration, while skeptics point to historical price declines and supply dilution. The conversation is largely characterized by a divide between investors accumulating the token as a long-term play and those dismissing it as a stagnant asset.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 shares are trending lower following a second-quarter financial report that missed revenue and earnings expectations. While the company highlights a significant pipeline of AI data center contracts and project funding, investors are weighing these long-term prospects against the disappointing earnings performance.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.

Cardano

Cardano is receiving attention as traders debate its potential for a bullish reversal, with sentiment split between those accumulating at current price levels and others skeptical of the project's long-term viability. Discussions frequently focus on technical support levels, whale accumulation, and anticipation of regulatory updates like the Clarity Act.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$MBI @Rseancronin ok here is the math: 
 
National holds 89 million shares of MBI. Multiple that by 5.50, the market value of shares held by National is 473 million. 
 
National statutory capital is 950 million. Divide by 2 = 475 million. 
 
So National can buy shares if the equity trades for less than 5.50. 
 
If they did a $4 or $5 special dividend from HoldCo, the stub would probably trade down to $4. At that point, National could buy up to $120 million worth of MBI shares. 89 multiplied by 4 = 356 
 
475-356 = 119 
 
Opens up the 70 million buyback capacity. 
 
I say DO IT!! IMMEDIATELY!! 
 
Does not require OBoard, NYDFS or AGO.

Coffeeisforclosers

StockTwits Web

MBIA Inc.

 ok here is the math: 
 
National holds 89 million shares of MBI. Multiple that by 5.50, the market value of shares held by National is 473 million. 
 
National statutory capital is 950 million. Divide by 2 = 475 million. 
 
So National can buy shares if the equity trades for less than 5.50. 
 
If they did a $4 or $5 special dividend from HoldCo, the stub would probably trade down to $4. At that point, National could buy up to $120 million worth of MBI shares. 89 multiplied by 4 = 356 
 
475-356 = 119 
 
Opens up the 70 million buyback capacity. 
 
I say DO IT!! IMMEDIATELY!! 
 
Does not require OBoard, NYDFS or AGO.

Mike McDermott

@MikeyMcDermott 

or just give is our divi.

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@Rseancronin yes. $5 dividend. stock pops to 9-10-11 zone who knows. Sell on that. But they stick around and do the capital management ex-dividend when stock goes to $4 or less for an eventual sale down the road. I&#39;m not interested in sticking around that long.

 yes. $5 dividend. stock pops to 9-10-11 zone who knows. Sell on that. But they stick around and do the capital management ex-dividend when stock goes to $4 or less for an eventual sale down the road. I'm not interested in sticking around that long.

@Rseancronin fallon gets 14 million on 5 dividend. i really can&#39;t comprehend why they wouldn&#39;t do this if they know they are totally frozen by PREPA. I could see NYDFS just giving them the Heisman and telling them no more capital comes out of National while PREPA is ongoing. The only way to get capital out of National then would be MBI buybacks if the stub trades under $4. That is fine though -- $5 special probably sends it to $10 and gives everyone liquidity to sell out.

 fallon gets 14 million on 5 dividend. i really can't comprehend why they wouldn't do this if they know they are totally frozen by PREPA. I could see NYDFS just giving them the Heisman and telling them no more capital comes out of National while PREPA is ongoing. The only way to get capital out of National then would be MBI buybacks if the stub trades under $4. That is fine though -- $5 special probably sends it to $10 and gives everyone liquidity to sell out.

@MikeyMcDermott i think they can get 5/8
out of national.

 i think they can get 5/8
out of national.

@MikeyMcDermott 

where would stock be if they bought 400 million back.

 

where would stock be if they bought 400 million back.

@Rseancronin maximum price is probably 12-14. 
 
I re-read the Feb /  May earnings call transcript and Fallon made complete 180 on disclosure around strat alts. Gave a big stiff arm in May. Pretty intersting. 
 
I&#39;m back in camp of 600 million deal, 300 million special paid by MBIA at closing and 300 million from AGO .. 12 per share.

 maximum price is probably 12-14. 
 
I re-read the Feb /  May earnings call transcript and Fallon made complete 180 on disclosure around strat alts. Gave a big stiff arm in May. Pretty intersting. 
 
I'm back in camp of 600 million deal, 300 million special paid by MBIA at closing and 300 million from AGO .. 12 per share.

@MikeyMcDermott 

yes i listen to each call every quarter. you should jump in and say a few things on the next one.  You seem to have a solid grasp of the detsils. One of the main reasons i am in this play is Fallon and his 3 million shares. I guarantee he will get his and by doing so i will get mine.

 

yes i listen to each call every quarter. you should jump in and say a few things on the next one.  You seem to have a solid grasp of the detsils. One of the main reasons i am in this play is Fallon and his 3 million shares. I guarantee he will get his and by doing so i will get mine.