# AI capex — X 热门讨论 (2026-09-16 02:59 UTC)
## @KaiBGR (Kai🔺) · 09-16 00:29 · ♥47 ↻2 💬46 A decentralized spatial data network for Physical AI is what @vangrid_io is building
The project uses smartphones as edge nodes to collect real world data instead of relying on dedicated hardware
VAN token is designed as both collateral and payment for the data verification process
The model handles privacy directly on the user's device before pushing the hash onchain to Base
This zero capex approach lets the network scale node count fast in a short window
But the fatal challenge for every DePIN project is the same, finding enough real enterprise demand to cover ongoing system costs
A recent nine million dollar funding round gives them resources to keep building infrastructure
Objectively speaking, the project's economic model still needs a long runway to prove itself in practice https://x.com/KaiBGR/status/2100019082057879994
## @hamids (Hamid) · 09-16 02:09 · ♥54 ↻1 💬7 1 month ago: $META is the tobacco of the tech industry that preys on children; Zuck likes to burn money in a furnace by wasting billions on AI hires and CapEx; They’ll never catch up in AI
Today: $META has the best AI agent; they have assembled a team of all-stars; Zuck is a genius who has the right frame for safety and AI for everyone; Others should follow his lead!
Oh how quickly everything changes! https://x.com/hamids/status/2100044278068396307
## @HedgeyeComm (Andrew Freedman, CFA 🦅) · 09-16 01:28 · ♥35 ↻3 💬8 The Agent Layer Is the New Operating System https://x.com/HedgeyeComm/status/2100033989159600265
## @rationaletrade (Roy Gulluoglu) · 09-15 13:52 · ♥30 ↻1 💬2 Upcoming Fed meeting, 5%+ 10 year yields, oil prices, inflation risks, AI capex risk. The list goes on forever.
Especially in times like this, I try to listen only to the chart itself. Let's see what it's telling us.
base:0xe4b20925d9e9a62f1e492e15a81dc0de62804dd4 is struggling to get above the 365 day EMA, which is expected. Clearing that level in one shot would actually be a bad sign for the strength of the trend that started at the H&S bottom breakout above 67,000.
There's a clean rectangle forming, with support at 60,000 and resistance at 82,000. Price is currently consolidating just below 82,000, with minor support at 76,000. A move below 76,000 wouldn't negate the rectangle, it would just mean the pattern needs more time to complete.
A convincing price action above 77,600 (the year long moving average) would resume the uptrend and could lead to a breakout from the rectangle pattern.
That's how I'd react to and monitor either scenario. https://x.com/rationaletrade/status/2099858922991497509