Nosana (NOS)

Why I Bought $NOS (Nosana) 🧵

I’ve been looking for asymmetric bets in crypto, and $NOS stands out.

Here’s why I’m bullish:

• AI demand keeps exploding.
• AI needs GPUs.
• GPUs are expensive and often underutilized.
• Nosana connects unused GPU power with AI developers who need compute.

Simple idea. Massive market.

What’s caught my attention:

✅ Real product, not just a whitepaper
✅ Positioned at the intersection of AI + DePIN + Solana
✅ Small market cap compared to its potential ~ 28 mil.
✅ Most tokens already in circulation, reducing future dilution
✅ Strong upside if AI infrastructure narratives continue gaining traction

The market is valuing many AI projects in the hundreds of millions or even billions.

Meanwhile, $NOS is still flying under the radar.

If Nosana captures even a small piece of the decentralized AI compute market, today’s valuation could look extremely cheap in hindsight.

It was $8 in March 24.

Of course, it’s a high‑risk investment.

Competition is fierce, adoption isn’t guaranteed

Why I Bought $NOS (Nosana) 🧵

I’ve been looking for asymmetric bets in crypto, and $NOS stands out.

Here’s why I’m bullish:

• AI demand keeps exploding.
• AI needs GPUs.
• GPUs are expensive and often underutilized.
• Nosana connects unused GPU power with AI developers who need compute.

Simple idea. Massive market.

What’s caught my attention:

✅ Real product, not just a whitepaper
✅ Positioned at the intersection of AI + DePIN + Solana
✅ Small market cap compared to its potential ~ 28 mil.
✅ Most tokens already in circulation, reducing future dilution
✅ Strong upside if AI infrastructure narratives continue gaining traction

The market is valuing many AI projects in the hundreds of millions or even billions.

Meanwhile, $NOS is still flying under the radar.

If Nosana captures even a small piece of the decentralized AI compute market, today’s valuation could look extremely cheap in hindsight.

It was $8 in March 24.

Of course, it’s a high‑risk investment.

Competition is fierce, adoption isn’t guaranteed

Why I Bought $NOS (Nosana) 🧵

I’ve been looking for asymmetric bets in crypto, and $NOS stands out.

Here’s why I’m bullish:

• AI demand keeps exploding.
• AI needs GPUs.
• GPUs are expensive and often underutilized.
• Nosana connects unused GPU power with AI developers who need compute.

Simple idea. Massive market.

What’s caught my attention:

✅ Real product, not just a whitepaper
✅ Positioned at the intersection of AI + DePIN + Solana
✅ Small market cap compared to its potential ~ 28 mil.
✅ Most tokens already in circulation, reducing future dilution
✅ Strong upside if AI infrastructure narratives continue gaining traction

The market is valuing many AI projects in the hundreds of millions or even billions.

Meanwhile, $NOS is still flying under the radar.

If Nosana captures even a small piece of the decentralized AI compute market, today’s valuation could look extremely cheap in hindsight.

It was $8 in March 24.

Of course, it’s a high‑risk investment.

Competition is fierce, adoption isn’t guaranteed