#token-demand
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thdxr.com
people are struggling to understand that "token middlemen have seen growth primarily from open weight model demand" isn't the same thing as "frontier token demand is dying"
September 21, 2026 at 11:09 AM
samuel.fm
the myth of token subsidies is basically dead, right? open source inference providers are so cheap it proves the true cost of a token is very low, and the high cost of claude tokens imo indicates limited supply rather than propping up demand. oai is able to cut costs because they have more computers
September 26, 2026 at 7:39 AM
tripleshot31.bsky.social
The irony is they are replacing all their non-union humans with agents run by a single organization that can demand changes in wages (aka token costs) overnight without bargaining.
June 11, 2026 at 3:40 PM
teapainusa.bsky.social
Prediction: there will be a token release of some Epstein material tomorrow, but nothing of consequence and the drama will continue. The Trump administration’s hope is to let the 2 to 3 week congressional vacation over the holidays take the edge off of demand.
December 19, 2025 at 3:52 AM
spavel.bsky.social
In order to be worthwhile for investors, AI companies need to simultaneously:
- increase demand 100,000x
- increase capacity to support that usage
- make a profit instead of a loss on each token

Which, well, lol.
You’re about to feel the AI money squeeze
The AI monetization cliff approaches.
www.theverge.com
April 23, 2026 at 2:31 PM
jessefelder.com
‘The economics of AI are dubious, to put it mildly. Losses cannot spiral upwards indefinitely. As token prices rise to cover costs, demand is likely to contract. The hyperscalers will then be forced ​to backtrack on their grandiose investment plans.’
www.reuters.com/commentary/b...
May 25, 2026 at 4:17 PM
molly.wiki
The team behind Trump's World Liberty Financial project has proposed lifting restrictions on the WLFI "governance token" to make it tradeable. I predicted shortly after its launch that if Trump succeeded in gutting the SEC, he would do this.
Proposal: Make $WLFI Token Tradable General Jul 4 1m WLFI_Team 1d Summary This proposal is presented to solicit community input and formally initiate the tradability of the token. This would mark a major milestone in the development of the World Liberty Financial ecosystem and opens the door for broader community participation, access, and protocol development. ⸻ Proposal Objectives • Make $WLFI transferable, thereby enabling broader community access to governance participation, whether through peer to peer transactions or secondary markets • Transition the WLFI ecosystem from closed to open participation • Enable greater token utility access • Begin the next phase of community ownership and engagement • Align long-term token incentives with protocol adoption and success ⸻ Early Supporter Unlocking • A portion of WLFI supply was sold to early supporters • A portion of these tokens will be eligible to be unlocked upon launch of tradability • The remainder of the tokens will be s Why Now? Over the last year, WLFI has made significant progress across product development, ecosystem partnerships, and brand awareness. With strong demand from community members and partners, many community members have said that the timing is right to make WLFI tradable and initiate this next chapter in our collective journey. ⸻ Governance & Community Role Following the vote to make the token tradable, WLFI’s governance framework will enable more token holders to participate directly in protocol decisions. This includes voting on emissions, ecosystem incentives, and future treasury actions. This proposal is the first step in handing greater influence to the community. ⸻ Next Steps (If Approved) • Execute and enable transferability • Initiate distribution for eligible early supporters • Begin community governance with a second vote on remaining unlocks • Continue ecosystem expansion and partner integrations ⸻ Voting Options • YES: Proceed with WLFI tradability • NO: Main
July 5, 2025 at 2:42 PM
carlquintanilla.bsky.social
".. As token prices rise to cover costs, demand is likely to contract. The hyperscalers will then be forced ​to backtrack on their grandiose investment plans. At that point, the semiconductor bandwagon will come to a screeching halt."

@reuters.com
www.reuters.com/commentary/b...
Breakingviews - Why it’s too late to jump on the chip bandwagon
Demand for semiconductors ⁠has gone ​through the roof, ​driving up stocks of chipmakers almost 70% this ​year. Manufacturers ​like Micron and Samsung ‌are ⁠more disciplined than in previous cycles. Bu...
www.reuters.com
May 26, 2026 at 11:32 AM
carnage4life.bsky.social
AI demand is such that it no longer makes sense to subsidize token prices to spur adoption.

The end game will be product teams having a token budget along with their headcount budget which they then manage according to their needs.
'What a joke': Github Copilot's new token-based billing spurs consternation among devs | TechCrunch
The golden age of Microsoft's Github Copilot appears to be at an end.
techcrunch.com
May 31, 2026 at 3:37 PM
nationalnurses.bsky.social
Hospital administrators and managers can’t buy us off with token appreciation. We demand #SafeStaffing in 2025.
December 30, 2024 at 8:44 PM
zaraalfonso.bsky.social
My Merfolk Token has been added thanks to popular demand! 😊

I painted this when I was an art student dreaming of being able to do what I do now for work. It's a special piece, & I'm happy to be able to include it in my first tokens collection 🖤

Token KS here: zaraalfonso.com/kickstarter
October 12, 2024 at 9:10 PM
mrjoncryer.bsky.social
Did he ask President Musk if it was okay to say this?
Trump posts “The United States has a vested interest in the secure, efficient, and reliable operation of the Panama Canal, and that was always understood. We would and will NEVER let it fall into the wrong hands! It was not given for the benefit of others, but merely as a token of cooperation with us and Panama. If the principles, both moral and legal, of this magnanimous gesture of giving are not followed, then we will demand that the Panama Canal be returned to us, in full, and without question. To the Officials of Panama, please be guided accordingly!”
December 22, 2024 at 5:47 AM
isaiahbishop.bsky.social
Man look at the change in the sales pitch

openai.com/index/gpt-5-6/
GPT-5.6: Frontier intelligence that scales with your ambition
More intelligence from every token, stronger performance per dollar, and more capability on demand for your hardest work.
openai.com
July 9, 2026 at 6:05 PM
mahtowin1.bsky.social
Native drag artists demand more than token support.
As mainstream drag has become sanitized for mass audiences, Native performers are holding onto their authenticity.
www.tucsonsentinel.com/arts/report/...
Native drag artists demand more than token support
Call it drag, call it cross-dressing, call it trans. No matter the term or the context it is used in, Indigenous people in this space existed in the past, they exist now, and they will continue to exi...
www.tucsonsentinel.com
October 20, 2025 at 2:46 AM
theunhashed.bsky.social
Big volume, weak liquidity? Market-maker scrutiny exposes risks behind token trading.

#Crypto #DeFi #Bitcoin https://theunhashed.com/article/crypto-market-maker-scrutiny-puts-token-liquidity-under-the-microscope
Crypto Market Maker Scrutiny Puts Token Liquidity Under the Microscope
Crypto market maker scrutiny is intensifying as investors and exchanges question whether token liquidity reflects durable demand, temporary incentives or trading activity that can disappear when markets face stress.
theunhashed.com
September 24, 2026 at 6:48 AM
laurenshof.online
i genuinely think were are still in for at least one more phase change in the token demand *growth* rate, probably more than one
June 25, 2026 at 11:34 PM
luigithirty.bsky.social
Whoops, Khrushchev breaking with Stalinism by carefully exposing American consumer culture to the masses so they would demand more, but the system resisting the advances in planning and management that allowed it to exist beyond some token liberalization that was immediately rolled back
October 29, 2025 at 6:26 PM
paleofuture.bsky.social
Trump wants the Panama Canal back. Anyone who thought he was just joking about Canada doesn’t understand his obsession with territorial expansion.
Donald J. Trump % @realDonald Trump ....The United States has a vested interest in the secure, efficient, and reliable operation of the Panama Canal, and that was always understood. We would and will NEVER let it fall into the wrong hands! It was not given for the benefit of others, but merely as a token of cooperation with us and Panama. If the principles, both moral and legal, of this magnanimous gesture of giving are not followed, then we will demand that the Panama Canal be returned to us, in full, and without question. To the Officials of Panama, please be guided accordingly! 774 ReTruths 2.31k Likes 12/21/24, 3:16 PM
December 21, 2024 at 11:46 PM
edzitron.com
Fidelity’s Director of Global Macro saying that the AI trade has been “dead money” for three months, and that it’s inflationary, meaning (as I’ve discussed multiple times) that the more debt they raise the more expensive debt becomes and the more they build data centers the more expensive it gets
Post ... Jurrien Timmer @TimmerFidelity X.com On the Al front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up. (1/2) 500 475 450 425 400 375 350 325 300 275 Al Metrics Daily Data. Source: FMRCo, Bloomberg • GS Al basket 387 359 56% 283 249 200 175 150 •Silicon Data LLM token expenditure index (50d chg) •Silicon Data H100 GPU rental index (50d chg) •Silicon Data A100 GPU rental index (50d chg) Aug-25 Oct-25 Dec-25 Jan-26 Mar-26 May-26 Nov-24 Jan-25 Feb-25 Apr-25 Jun-25 Data as of 9/20/2026. Past performance is no guarantee of future results Jul-26 70%| 60% 50% 40% 30% 20% 0% -10% -20% -30% -40% -50% -60% Sep-26 A Fidelity 8:45 PM • 9/22/26 • 32K Views Jurrien Timmer & @TimmerFide... 2h S • Yes, Al will change our lives (for the better l trust) and down the road it may well unleash a productivity miracle that raises the economy's non-inflationary speed limit enough to keep the world's mounting debt burden sustainable. But until then the buildout is inflationary with an unknown return for the companies who are investing trillions into compute. The demand fo capital (equity and debt) from corporates is rising at a $3.3 trillion clip. (2/2) $9,000 $8,000 $7,000 $6,000 $5,000 $4,000 $3,000 $2,000 $1,000 $0 -$1,000 -$2,000 $3,000 -$4,000 -$5,000 Crowding Out? Monthly Data. Source: FMRCo, Bloomberg, Fed FoF Report. non-financial corporate debt issuance (Sbi) equity share redemptions (buybacks + M&A) Shading: US deb/GDP inflation-adjusted - total corporate net issuance (debt + equity) housing bubble +$7,924 bubble Jun-20, +$6,597 +$3,462 dot.com bubble Jun-00, +$3,233 +$3,999 Al capex Jun-26, +$3,251 +$3,129 debt issuance + M&A debt-equity arbitrage +$123 -$197 debt-equity arbitrage -$2.054 $2,175 -US Treasuries held by China -$3.485 -US Treasuries held by Japan —US Treasuries held by Fed's SOMA —US Treasuries & agencies held by US banks -$2,911 -$3,449 • $4,597 $3,602 $4,800 $2,400 $1,104 $1,200 $618 $600 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 $300 2025 2027 Data as of 9/20/2026. Past performance is no guarantee of future resuts 2029 •Fidelity L71 50
September 23, 2026 at 3:15 AM
yuplovewallpq.bsky.social
Telegram’s low entry barriers drive crypto clicker app success, attracting millions! 🎮 Token values depend on users and demand. Stay informed and play wisely! #Notcoin #Crypto #Gaming #AIart
May 21, 2024 at 1:44 PM
jvansul.bsky.social
No it doesn't, unless the uncertainty was whether they would even put up token resistance to the next demand.
July 24, 2025 at 6:53 PM
pawbaby2.bsky.social
Epstein survivors aren’t buying the DOJ’s excuses. A law ordered full disclosure instead they got a token dump, massive redactions, and hundreds of thousands of files withheld.

Survivors are demanding Congress step in now.

#TransparencyNow
#USDemocracy
#Pinks

apple.news/AcwD_Y13sTXu...
Epstein survivors demand action against Trump admin after botched files release — Raw Story
More than a dozen survivors of Jeffrey Epstein are demanding immediate congressional action Monday following the Justice Department’s botched release of files on the disgraced financier — a release th...
apple.news
December 22, 2025 at 6:59 PM
vegavandal.bsky.social
My big question in markets right now is how much demand did we pull forward for AI infrastructure between OBBBA credits and VC subsidized token maxxing.
July 26, 2026 at 10:36 AM
epochai.bsky.social
Are we nearing a compute crunch?

In our latest Gradient Update, @luke__emberson and @Jsevillamol estimate how many tokens all the Blackwell chips on Earth could serve, and compare this to total token demand. Direct comparisons are difficult, but it appears demand is growing much faster than supply.
May 26, 2026 at 8:35 PM
tlcranking.bsky.social
You can loose up to -82% when #investing in tokens at listing!

#crypto #trading #trader

members.delphidigital.io/reports/stat...
State Of Token Markets - Delphi Digital
The problem with token markets was never demand in isolation. It was the structure of what investors were being asked to buy. Across CEX listings, airdrops, unlock schedules, buybacks, memecoins, and ...
members.delphidigital.io
June 4, 2026 at 8:52 AM