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$RNDR

4 pieces · May 2023 to Nov 2024

Sectors

DePIN3 AI3 DeFi1 Solana1

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Coverage per year

12023

32024

Price and coverage

Render $RNDR

Calls: 1 bullish
Since first call, bullish: −32%
vs BTC: −78%
Now: $1.79

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $RNDR

Thesis12 Nov 2024Why io.net ($IO): 5,079 GPUs vs Render 277 and Aethir 168Bets on io.net as the aggregation layer for geo-distributed GPU clusters, citing 5,079 GPUs on the network versus 277 on Render and 168 on Aethir. Solana orchestrates the compute marketplace.Market take11 Jun 2024io.net at Binance listing: 18x the GPUs of Render at a similar FDVCompares io.net's GPU supply to Render at launch: 18x as many GPUs while RNDR sits at a $4.4B FDV versus a $3.5B pre-market FDV for IO. Frames IO as a decentralized AI compute play.Data02 Sep 2024Wormhole 30-day flows: Ethereum 54% of volume, USDC top assetIn the past 30 days 54% of Wormhole volume originated on Ethereum, mainly bridged to Solana (49%) and Sui (44%). USDC leads bridged assets at $470M, followed by USDT ($125M) and RNDR ($116M).

Timeline · every piece, newest first

2024 3

12 Nov 2024Why io.net ($IO): 5,079 GPUs vs Render 277 and Aethir 168Bets on io.net as the aggregation layer for geo-distributed GPU clusters, citing 5,079 GPUs on the network versus 277 on Render and 168 on Aethir. Solana orchestrates the compute marketplace.ThesisDePINAI

02 Sep 2024Wormhole 30-day flows: Ethereum 54% of volume, USDC top assetIn the past 30 days 54% of Wormhole volume originated on Ethereum, mainly bridged to Solana (49%) and Sui (44%). USDC leads bridged assets at $470M, followed by USDT ($125M) and RNDR ($116M).DataDeFiSolana

11 Jun 2024io.net at Binance listing: 18x the GPUs of Render at a similar FDVCompares io.net's GPU supply to Render at launch: 18x as many GPUs while RNDR sits at a $4.4B FDV versus a $3.5B pre-market FDV for IO. Frames IO as a decentralized AI compute play.Market takeAIDePIN

2023 1

25 May 2023Render as decentralized GPU supply for AI inferenceArgues many AI tokens lack a real use case, but Render does: AI inference needs lots of GPUs, and Render incentivizes decentralized compute from dormant GPUs. Includes an explainer on what inference is versus training.ThesisAIDePIN

Often covered with

Render18 io.net71 Solana60 Aethir26 Wormhole24 Sui24 Ethereum36 Binance9

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