Something overlooked here is the hosting side of the equation. The data centers aren’t free. $cmd is working on delivering a solution for this that is aligned with crypto.
I am an expert on bubbles. So it brings me no joy to say that the AI bubble is popping this time next year.
When you promise infinite scaling and don’t produce it the calculus changes. I don’t think it will be bad for most companies but those who built their entire business model around making the best LLMs are unfortunately going to struggle as models become more of a commodity.
The end user doesn’t care much if Claude is 5% better than GPT5 they care about costs, speed, and utility especially at the scale things will be going. The obvious play now is shorting Nvidia & dumping your OpenAI options in the secondary market.
The new winners will be inference chips with low TCO as everything on the stack turns into commodity network switches and NICs. Other winners will be those who are at the new frontiers of using AI for novel applications from drug development to teaching.
People are sleeping on this.
The tech $CMD () built is actually that kind of tech that is solves a real life problem, and is here to stay.
AWS, Google Cloud, and the rest of Web2 demand your identity, your location, your trust.
$CMD fixes that.
"The Command Line Interface (CLI) is the gateway to the Neocloud, a permissionless, decentralized compute layer where AI meets crypto, and you own the infrastructure."
• This isn’t rented cloud, it’s sovereign compute.
• No gatekeepers.
• No black boxes.
• No middlemen.
The AWS of Solana. But better and more branches to it.
Talking about the token usecase and flywheel $CMD
It’s not a random memecoin tied to the tech, for the devs (who are all doxxed btw) to extract and disappear.
It’s a yield-bearing infrastructure token backed by real demand.
Every time someone:
> Spins up compute (private Linux box)
> Deploys an AI agent or tool
> Launches a token using CLI’s kits
> Aggregates or benchmarks LLMs
> Automates volume or market-making
> Generates images, websites, or bots
> Uses Telegram/Twitter automation
> Accesses premium dev tools in the terminal
> Transacts in the Agent Marketplace
...fees are paid in USDC.
Those fees go directly into the CLI Vault, rewarding $CMD stakers, and are used to buy back and burn the token.
There's multiple partnerships coming and usage of CLI is increasing day by day.
At 12m FDV, this is incredibly undervalued imo. Can see this go violently higher very soon, once the market becomes aware.
And that's going to happen soon.
The team is super smart in capturing mindshare, and is now for example helping out Gorbagana Chain with building.
Not a paid shill, I worked with these guys in the past and they’re good peeps. Just saw something pop up on the tl that was related and thought this would be good to mention.
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