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Amoeba Farm
@AmoebaFarm
Commoditizing Compute Infrastructure
5 Following    1.2K Followers
Oracle Update: Spot, periodic contract, and multi-year LTAs all price the same die differently, with LTAs covering a growing share of forward capacity. So we’re reweighting it. Each product gets a spot weight, a contract weight, and an LTA weight. This ensures the index properly takes the committed buyer into account. These changes will go into effect tomorrow, giving users time to adjust.
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SK HYNIX: DRAM AND HBM VOLUMES ARE VIRTUALLY SOLD OUT FOR THE NEXT THREE YEARS THROUGH 2029. APPROXIMATELY 50% OF 2027–2028 CAPACITY IS COVERED BY LONG-TERM AGREEMENTS (LTAS), AND THE COMPANY EXPECTS TO MAINTAIN A SIMILAR SHARE GOING FORWARD.
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Introducing Petri, now inside DeepSeek Harness. Type /petri in any chat to open it. Your agent researches oracle sources while Petri tracks every step. You can also browse, install and run trading bots from the bot marketplace without leaving the chat. Built on Cordis, the plugin framework behind DeepSeek Harness. Petri is a Cordis plugin, and its marketplace bots run on Cordis’s model too. Users may edit one while it trades and only the changed parts restart.
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📊 Memory and Storage Spot Prices Are Splitting 🟣 DDR4 +0.55% w/w ⚫️ 512Gb TLC −9.19% w/w
We have increased total liquidity and book depth by an order of magnitude. Our second round of futures contracts expire shortly, on November 1st. Have fun!
We have increased total liquidity and book depth by an order of magnitude. Our second round of futures contracts expire shortly, on November 1st. Have fun!
General Compute just raised a $100m Series A. Its valuation was $60m in May compared to $800m now. ~13x in about five months. They're funding it with up to $400m of debt to buy SambaNova chips. In the same week, it was reported that CoreWeave sat at a 12-month low. And @elonmusk predicted "guppy-level death" for 200+ neoclouds. So, what's the moral of the story here? When investors can't agree on what compute is worth, compute carries price risk. Debt-financed chips are collateral, and lenders need a mark on that hardware, not a guess. Inference is spreading across more silicon from Nvidia rivals. Different chips, same building blocks underneath: memory and storage. That's where we come in. Transparent oracle prices for compute components. $RAMX (memory) and $NANDX (storage) are live today, with more components coming. No matter which side of the neocloud debate you fall on, one thing is certain: compute prices change. Amoeba Farm lets you trade that change and rewards you for being right.
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Introducing Petri, now inside DeepSeek Harness. Type /petri in any chat to open it. Your agent researches oracle sources while Petri tracks every step. You can also browse, install and run trading bots from the bot marketplace without leaving the chat. Built on Cordis, the plugin framework behind DeepSeek Harness. Petri is a Cordis plugin, and its marketplace bots run on Cordis’s model too. Users may edit one while it trades and only the changed parts restart.
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Jevons paradox: cheaper tokens → more usage → more expensive hardware. Cut the price per token, usage grows faster than efficiency, and total demand for the hardware rises. Output gets cheaper while the input gets dearer. AKA a margin squeeze. Anthropic just disclosed $265.6B in fixed or minimum compute commitments while cutting the price of what it sells. Labs are effectively short hardware. Memory is where it's showing first: DRAM contract prices rose 13–18% in Q3, with another 10–15% forecast for Q4. Any business with a fixed output price and a floating input cost hedges the input. Compute is the exception, because there's no real market to hedge it in. That's what we're building, starting with DRAM & NAND.
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Migration is now complete. DEX is paid for as well, and should update for the new token shortly. This opens a new chapter for our project and we have much to show you over the coming days. More soon!
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Hey everyone, the migration process will be completed in ~45 minutes. Just putting out a warning, do not buy the old $AMBA token after this point, as you will no longer be able to migrate them. Only holders during the 3pm EST snapshot will be able to complete late migrations.
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We're almost there! If you haven't already done so, please remember to migrate your tokens!
UPDATE: We heard you, and patched many of the trading bugs you guys reported! Both writing and trading should be *fully available* to all users now. Have fun! Also, remember to tune into the space! We will be hosting it at 6PM EST, sorry for the delay!
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Welcoming Amoeba Farm onto Solana Mainnet!
Mainnet is live. Trading will be rolling out to all users in the next few hours. We will be hosting a Twitter Space at 10:30 PST. The memory shortage should be something you can trade.
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