Aethir Cloud node ROI, Valuation & speculation
its happening in 3hours, to ape or not to ape?
Bull market keeping it short!
im sure u have been seeing @AethirCloud node sale around.
Heres my speculation tldr & some rough number crunching on node reward & mcap
📍Speculation
> similar to gala node play in last bull, retails like "node" "passive income" those kinda words, along with AI & GPU as a service this will hit their G-spot
> 15% total token supply is given to node runner over 4 years ,
( sharing more math below )
> big backers & legit products
- 9m from @CryptoHayes @Bybit_Official @HashKeyGroup @animocabrands
- 20x more GPUs than RNDR Network
- 45x more TFLOPS (compute power) than Akash Network
- 4000+ H100 AI GPUs secured and available via the Aethir platform
📍Some maths on buying a Node
> 15% of total supply is given to node buyers
> these rewards are given out over 4 years
> at max there will be 100,000 node ( depending on how many people are joining node sale today)
with this in mind
its around 15750~31500 $ATH per node given per year
( 100% sold out and 50% sold out )
some mcap & fdv reference for AI & depin sector & tokenomics
not including the mining rewards
> total circulating supply is 16.6%
There are lots of moving parts in the math but u can get a brief idea of yearly & monthly reward at different assumption of mcap & fdv
do note these numbers are assume 50% of nodes sold & not including node running cost
also the mcap does not include mining rewards emission
With these very very very rough math imo anything before tier 8 has a good risk & reward
i know the numbers has tons of assumptions but we are in bullmarket, to me right now as long as i am ok with the potenial max downside, i would long it!
The public sales for the nodes start Mar20, 10am UTC ( in around 7 hours)
starting from Tier 1
if this provided u any value feel free to use my code where u get 10% discount and i get some referral as spare gas
https://checker.aethir.com/?code=spare_gas_4_lambro
I hope u find this insightful or valuable somehow.
Feel free to support me in my substack, use my referrals
or just come chat with me in medium rare
