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 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, and volatility will be brutal.
But in crypto, I’m looking for opportunities where the upside is 10x+ while the downside is already largely priced in.
For me, $NOS checks many of those boxes.
For those that are buying on-chain, ca is:
nosXBVoaCTtYdLvKY6Csb4AC8JCdQKKAaWYtx2ZMoo7
$SOL $NOS #AI #DePIN #Crypto #Altcoins #SolanaAI
