GPU compute networks like Render and Akash operate as two-sided markets, with a supply of physical compute resources and demand-side users. To expand, these networks require scaling both demand from paying users and the supply of compute resources to attract and serve customers. This poses a chicken-and-egg challenge where suppliers need revenue to join, while demand side requires enough suppliers to handle their jobs. Growth occurs in alternating bursts of demand and supply expansion. One can evaluate the current state of compute networks to determine if they're awaiting demand or supply growth, essentially discerning whether growth constraints lie on the supply side or the demand side.

Explore the full Pro report by Sami Kassab, Seth Bloomberg, and Toe Baustista here.

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Analyst Notes: AI Coins and Trends. The past few months have seen the intersection of AI and crypto emerge as a significant area of focus for builders and investors. This report provides insights into the latest AI project launches and the significant strategic shifts among established players.

[Messari Governance] [Goldfinch DAO] New Community Management (GIP 61). This proposal aims to establish a structured framework for an ongoing community management team, detailing their roles, responsibilities, and metrics for success. It outlines the designation of specific roles within the community management team and sets forth the compensation plan for the next three months. The proposed compensation for this period is 19,200 USDC.

[Messari Key Developments] [PLA] PLA to PDA Migration. The PlayDapp team has announced their plan to launch a Migration Portal for self-custody PLA holders to swap PLA for PDA tokens on Mar. 13, 2024, at 00:00 (UTC+0). The team also shared that it has updated its KYC Policy to permit KYC certification for multiple wallets belonging to a single individual specifically for this migration process.

Knowledge Seekers Rejoice, It's Quarterly Season!

What are Messari Quarterly Reports?
With the arrival of the new year, the Messari team is excited to kickoff the release of our Q4 2023 quarterly reports. Our quarterly reports highlight top crypto protocols and present key metrics & indicators as well as important events to provide a full picture of the project's latest developments. Learn more about projects you are invested in or interested in and receive a clear look at project fundamentals and financial reporting.

Dive into our current and past quarterly reports available in our Protocol Reporting research page. Keep an eye out for reports with "🗓️" in Unqualified Opinions so you don't miss them!

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🗓️Q4 2023 Quarterly Reports

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Disclosure: Authors may own cryptoassets named in this newsletter. For more information, please visit messari.io.

Unqualified Opinions, a Messari newsletter, is meant for informational purposes only. It is not meant to serve as investment advice. Please consult with your investment, tax, or legal advisor before making any investment decisions.

Advertising and sponsorship do not influence editorial decisions or content. Third party advertisements and links to other sites where products or services are advertised are not endorsements or recommendations by Messari. Messari is not responsible for the content of the ads, promises made, or the quality or reliability of the products or services offered in any third party advertisement.

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Monday, March 11, 2024

Are GPU Compute Networks Supply or Demand Constrained?

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