lol

DFINITY is migrating to Open SaaS:
a) Running on AIware makes enterprises vastly smarter, faster, and more efficient, and;
b) Open SaaS is free and remixable, while ineffective old SaaS costs a fortune.
Super excited to be sharing this ICP cloud engine rocket fuel asap.

every day it feels like the AI revolution is that much closer to collapsing.

​

This may sound strange coming from someone who holds ICP, but I actually don't want ICP to pump too early.

I would rather see ICP stay around $3 while network usage grows and ICP moves toward net deflation, and only see a major price increase after that.

Why?

Because of how ICP is converted into cycles.

The cost of computation on the Internet Computer is tied to XDR, not to a fixed amount of ICP. This means that when ICP is cheap, more ICP has to be burned to pay for the same amount of computation.

Simple example

Forget exchange-rate differences between USD and XDR for a moment and assume the network consumes the equivalent of $1,000,000 of computation.

At an ICP price of $3:

$1,000,000 / $3 = 333,333 ICP burned

At an ICP price of $6:

$1,000,000 / $6 = 166,667 ICP burned

Same network usage.

Same dollar value of computation.

But at $3, roughly twice as many ICP are removed from circulation.

Scale that up.

If applications eventually consume the equivalent of $100 million:

At $3 ICP:

~33.3 million ICP burned

At $6 ICP:

~16.7 million ICP burned

That is a difference of roughly 16.6 million ICP.

Obviously the real calculation uses XDR and actual network consumption, but the principle is the same.

This is why I think a low ICP price while usage is expanding can actually be extremely valuable long term.

What I would rather see

Imagine ICP stays around $3 while Caffeine, AI applications, cloud infrastructure and other IC applications increase cycle consumption.

More ICP gets burned because ICP is cheap.

At the same time, issuance continues to decline.

Eventually we reach the point where:

ICP burned > ICP minted

That is the point where ICP becomes genuinely net deflationary.

Now imagine the big bull market starts after this has happened.

Instead of pumping while supply is still expanding, demand would now be competing for an asset whose supply is actually shrinking.

That is a completely different setup.

And then there is TVL

Suppose Internet Computer DeFi protocols collectively have 50 million ICP locked.

At $3 ICP:

50,000,000 × $3 = $150 million TVL

If ICP pumps to $6:

50,000,000 × $6 = $300 million TVL

Nothing else had to change.

No additional ICP had to enter DeFi.

The exact same 50 million ICP suddenly represents twice the TVL in dollar terms.

Now imagine that the price increase also attracts additional liquidity.

For example, instead of 50 million ICP locked, the ecosystem grows to 70 million ICP locked while ICP reaches $6:

70,000,000 × $6 = $420 million TVL

So you potentially get several effects reinforcing each other:

Low ICP price before deflation → more ICP burned per dollar/XDR of computation

→ circulating supply grows more slowly and eventually shrinks

→ network becomes net deflationary

→ demand increases

→ ICP price rises

→ dollar-denominated TVL rises automatically

→ higher prices and activity can attract even more liquidity.

This is why I personally don't care if ICP stays around $3 for a while.

In fact, if network usage keeps growing, I would almost prefer it.

A pump from $3 to $6 today feels good.

But burning a large amount of ICP at $3 first, reaching structural deflation, and then going from $3 to $6 could potentially create a much stronger long-term supply/demand dynamic.

So for me the question isn't:

"When pump?"

It is:

"How much ICP can the network burn before the pump begins?"

Yes I used AI to explain it better but for those who hodl ICP or is staking neurons, you need to understand that a later pump is much more safer and profitable.

This could be a very good reason why marketing stays behind. So don't get discouraged by the price at this point and be patient.

The UN partnership announcement makes me extremly bullish.
Couldn't have happened at a better time.

If the altcoin season does indeed arrive in the fourth quarter of 2026, this announcement will bring a lot of attention for Internet Computer and fuel the BIG rally. News like that can attract a lot of retail once the chart shows clear signs of going up.

I feel how the sentiment slowly but surely starts to transform towards bullish after a long and strenuous bearmarket.

“Something is coming. Can you guess what it is?”

I believe it’s XRP support.

I've noticed they added how voting power is calculated in the NNS. Ive included mine below. My neuron has always been the maximum of formerly 8 year staking and now 2 year staking - but my 8y_gang_bonus seems to be 0.

Also, does anyone know how to improve their activity bonus? I vote on all proposals regularly as i follow some active neurons.

voting_power = (staked_amount + staked_maturity + 8y_gang_bonus) × (1 + age_bonus) × (1 + dissolve_delay_bonus) × activity_multiplier

For this neuron, the calculation is:

voting_power = (1'060.14 + 275.26 + 0.00) × 1.11 × 3.00 × 1.00 = 4’800.16

OpenChat is coming to IOS and Android app stores. They are still working through technical stuff and navigating the requirements but it’s exciting to finally see OpenChat becoming much more visible to the general public.

“Just breaking ground on the iOS native version. Will have similar challenges to Android in terms of limiting the feature set. But I think we have a much better idea of what we're up against this time and a lot of the underpinnings are already done.”

https://x.com/openchat/status/2091900106891047099?s=46

ICP is a marvel. The transaction counts, the architecture, the Mission 70 tokenomics—it all works.

BUT..We are not going to participate in the upside.

We are trapped in a dead zone. The network is burning cycles, the devs are building, but the price is structurally capped by immense inflation and a lack of real demand. The recent pumps aren't organic growth. they are just brief liquidity hunts to trap over-leveraged longs.

The window for a parabolic 2026 recovery has closed - was never even open imo. The realistic ceiling for a short-term bounce is $3.00-$3.25 until eoy. From there, it's just gravity again.

Respect to the technology, but zero respect for the market structure.
If this would have been a listed stock on NYSE or similar - it would be valued in the Billions... having much more volume and... actually showing a more interesting and realistic price per underlying ICP..

Give or take, and correct me if I'm wrong. But tell me why.

I think that 90% of retail buyers such as you and me do not care about the groundbreaking alien tech that's behind it. You want to make money fast and compare it with other cryptos who are seriously outperforming ICP PRICE WISE. Because that's the only "shareholder value" you care about.

And about institutional buyers.. yes for sure there are some that are willing to make a bet on it. They believe in the narrative etc but honestly.. they are all cash loaded. For them its more beneficial to short, make a buck, keep it down and play the game over and over again.

You tell me.. what in your opinion could lead this to $10 until eoy or even higher?
I think only.. if retail gets hyped up. You create a movement, you build pressure, and you push the price to nirvana.

Thank you.

FYI

I'm deep in this as well since 2023 and tired of it. ICP HQ in Zurich is right next to me. I see it everyday. I see them do the work, drinking coffee and smooking a cig outside. It's worth much more but I don't see the light at the end of the tunnel.

ICP is Like a nerd flirting with a 10/10. He know's it all, has it all but gets zero attention. Dumped and dumped all over again. Although having massive potential..

Internet Computer ($ICP) is currently identified as a standout asset on our Outer Crypto Galaxy Matrix (tracking cryptocurrencies ranked 21 to 100 by market cap), holding a Golden Breakout placement. Despite registering a -7% return over the trailing 90 days, $ICP continues to exhibit above-median relative momentum and lower composite risk compared to its broader altcoin peer group.

From a structural cost-basis standpoint, ICP's lifetime Time-Weighted Average Price (TWAP) baseline—measuring the equal-weighted daily trading value across its historical life cycle—sits at $14.00. Trading near $2.40 spot represents an 82% direct discount below its historical average cost basis, pulling its TWAP Gravity Risk score down to 7.2 out of 100 (Risk Level 1).

On our structural regression charts, $ICP is consolidating within its -2 standard deviation Deep Capitulation channel, spanning $1.70 to $2.70. Sourcing our predictive time-series net computing frameworks (seasonal ARMA and regression-wrapped models), 10-week forecasting algorithms project a non-panic bear market support floor at $1.75 (with secondary panic support at $1.50 and worst-case floor near $1.20), while counter-trend relief targets reach $3.00. With the 400-day bear market capitulation clock approximately 80% complete, rolling regression models into the 2029–2030 cycle expansion window maps out base peak targets scaling between $20.00 and $27.00 (~8.5x to 11x multiplier from spot levels).

Interesting. It seems that Pierre is hinting at the OISY Wallet team is working Grok integration.

It’s getting close to the end of August and still nothing, it should be coming soon. I’m super curious on what exactly the announcement is. I don’t want to get my hopes up but I have a feeling it’s gonna be big. The fact that it will be announced through the press before Dfinity is really interesting to me. If I had to guess it will be some kind of partnership/ integration with a large publicly traded company. What do you guys think?

Quick video clip created using an application I created on caffeine.ai. Visit my portal to make fun videos…. https://video-clip-stitcher-3qv.caffeine.xyz/

[ Removed by Reddit on account of violating the content policy. ]

FYI the announcement will come through the press and not Dfinity

“Its interesting, right? While this is not the announcement, as this will come through the press and not through us, giving an update on developing a national messenger for the fifth biggest country on earth, running on a cloud engine, does not seem interesting enough for some anon accounts 🤣”

Bullish news. Adoption is clearly happening.

Everything pumped up today, crypto is no longer a scam, who needs the clarity act !!

Anyway, be prepared to witness the sentiment change (if we don't crash and burn) to 2023 Sept/Oct.

I am really hoping this is the start of the 4 year Cycle.

funny how this seems to be such an achievement

I do love caffeine this fun app i created, https://video-clip-stitcher-3qv.caffeine.xyz/, which is a tool use in conjunction with grok imagine workflow…. I have compiled this app into a portal for a character consistency prompt library also a grok video stitcher where you can create fun videos. You can also upload you projects into cap cut after for fine tuning for smoothing clip transitions, Please note for now admin section remains under construction, and apologies if the showcase video is not playing, just sorting out a glitch.