Nick Carpinito(@0xMetaLight):Physically settled token derivatives only work where the short can be the supply. For closed models it collapses to a forward on api credits. The real market is open-weight on decentralized compute

Nick Carpinito

@0xMetaLight

Research @blockworksres / @Blockworks | Cooking @DePINPulse

Joined December 2021

1.5K Following 3.1K Followers

Nick Carpinito@0xMetaLight

2026.05.05 12:43

Physically settled token derivatives only work where the short can be the supply. For closed models it collapses to a forward on api credits. The real market is open-weight on decentralized compute

Guy Wuollet@guywuolletjr

2026.05.04 20:26

Is anyone building physically settled derivatives for 1M tokens from a specific AI model (eg. a one month dated future for 1M Opus 4.7 tokens) Physical settlement here might be the killer app for decentralized compute networks?