ICP: A new Era starts TOMORROW!

Added: 2026-05-10

[00:00:00]Hello guys, welcome to zero to her.

[00:00:02]Tomorrow starts a new era for the internet computer. In fact, Dominic Williams will present a massive demo regarding cloud engines. ICP is now and definitity a cloud provider competing with Amazon Web Services, Microsoft Azour and others. Those big players currently control 70% of the cloud market. a multi-t trillion dollar market by the projections for 2030. If ICP, as I did mention, can capture 0.1 to 1% of this market and this revenue really, this is going to be incredibly meaningful for ICP moving forward in terms of their money metrics, sustainability, ICP becoming deflationary. No problem whatsoever if this happens. And of course, the price then will be much much much higher than now. However, we are going to discuss about the price in a separate video. In this video, what I'm going to discuss about are money metrics. Yesterday, we have burned 30.5,000 ICP, the second highest daily burn since 2026 in 2026 and the high one of the highest daily burns in general. And on top of that, we are going to discuss about how this week is the best week in terms of burn since October of 2025.

[00:01:25]And this is the highest weekly burn already. Now without Saturday and Sunday, the highest weekly burn this year by far. So something is changing.

[00:01:34]The burn is accelerating finally. And now with cloud engines, we should see another very meaningful meaningful push in that direction. On top of that, I have so many other news to share. So, let's dig deep straight away into the rabbit hole. Okie dokie, guys. Welcome back to the channel. Let's start straight away with this panel here.

[00:01:54]Internet computer fear and greed index currently at 84. Extreme greed. ICP uh versus Bitcoin is maxed out at 100.

[00:02:04]momentum plus volume is at 96.7 because the 24hourly volume has increased once again over 336.72 million very significant uh ICP performing very well the price is still very low in my book u if we take in consideration the value proposition for ICP but as mentioned we are going to discuss about all these interesting technical metrics and I will discuss about the price show the chart show what has to happen for ICP to look more bullish in the long term, resistance levels, also liquidation leverage and much more in a separate video that I will post today. So stay tuned for that.

[00:02:45]Now, very quickly about the news. So this current situation with Coinbase for me is really not understandable. So it's still down, it's still in auction mode, the spread is still very wide, nothing has really changed. So let me know if Coinbase is available for you or rather if you can trade ICP versus the USDT pair on Coinbase because yesterday I commented on social media. This post got a lot of traction and they replied to me stating send me a DM. Which kind of DM guys? You have fired 40% of your employees to focus on AI. This has straight away failed and backfired because Amazon Web Services is down. You are not secure. who knows where the data of your customer is stored on Amazon web services that is constantly facing outages and now you're telling me send me a DM when the server is down when the system is down not only for me but for hundreds of users that's not normal guys so overall make sure to bombard them with uh with emails not don't write them on social media that's just dump in my opinion and and tell them that this is just simply unacceptable and they should have accepted the offer from Dominic Williams and definitity last year in October/ November. Now we are focusing on governments and much larger institutions already that have revenue streams that are very significant and therefore I'm not saying that the boat is gone for Coinbase but really they should have thought more about uh about their decision. Anyway, uh let's continue with something else now. Uh currently what's happening with ICP. So, Definitity is building a sovereign cloud uh for AI massive scale. ICP just crossed 282 billion transactions processed on chain. A very very big milestone. Congratulations. Yesterday I was discussing uh about the price. I posted a video uh for my members. Uh so, thank you very much if you are a member of this community. Uh and you will have of course some perks when it comes to hero as well. I'm keeping that in mind.

[00:04:47]So, thank you for the participation. Now uh private sale uh people that or rather investors really uh that bought ICP and some of those are uh you can see poly chain capital um you can see electric capital here that by the way I I don't understand really what electric capital is doing. They invested into ICP, but now they're not displaying developer data for ICP anymore, which is in my opinion like totally ludicrous, but okay. Anyway, uh those people got ICP at $4 per token. Therefore, you you're still getting ICP at a discount. I'm not telling you to buy ICP. I'm just telling you that in my book we are still extremely extremely early for ICP and for what they're building because most of the people really that I see on social media and it's unfortunate to state that but they don't really understand what ICP is. They want just to see the price go up. That's the reality. But if you understand the value proposition of ICP, you have a huge opportunity at this moment. And not only in terms of speculation, actually the biggest opportunity is and what I'm doing is building my own business on the ICP blockchain. Why? First of all, because I will be one of the first people to do that. I will be a pioneer.

[00:06:05]If this is successful, my channel will be in history books. Okay? Second thing, because it's fast, it's costefficient, and it's extremely secure. Four, because the cost as I didn't mention is extremely low for 29 bucks per month. I have built a fully functional website with data, charts, metrics, ind indicators, onchain blog with onchain payments where we can pay seamlessly in hero. I could add ICP if I want as well.

[00:06:36]It's not a problem. And generally speaking, what is the highest standard of security in web 3? And DeFi has failed guys. I did mention already this narrative has unfortunately failed on ICP. There is the highest by far standard for interoperability in crypto.

[00:06:55]Yet nobody talks about it. And ICP was not built for DeFi. ICP was built for something else. But it's still even in terms of DeFi by far the best product in that crypto has ever seen because 99% of those have seen nothing really meaningful.

[00:07:12]So uh now um let's discuss about something else because this will become a rant very quickly. So yesterday we have burned 30.5 K ICP the second highest daily burn of 2026. We are going to see some uh data very soon regarding that and the projections. So now another day basically I can post about some outage. This gives me so much content and every day I will have something to talk about because this situation is absolutely out of control and AI is not going to help. AI is going to decrease security by far because the capabilities of AI are scary. AI models are honeypots and AI agents are going to cause a cataclysmic event for the whole world not only for crypto. But let's let's be honest. Um, Ethereum, Solana, do you think those projects were built having AI in mind? Absolutely no. Absolutely no. So AI is not helpful for them. AI is extremely detrimental for those projects and they are facing outages and exploits left and right because they're focusing on DeFi. That's the biggest problem.

[00:08:23]They're basically trying to be a bank.

[00:08:26]This is how I see it. you try to transact in a decentralized way. So the idea is good. The idea is very good and that was the idea of of Bitcoin from 10 years ago. Bitcoin becoming a currency.

[00:08:39]So their idea is everything is onchain and everything all these transactions are safe, secure, fast and costefficient on chain. Yet Ethereum is much slower than what we would expect it to be.

[00:08:55]Ethereum is expensive in terms of gas was expensive. Now something has changed. But in the big picture still like the biggest problem if we even put down cost and transaction speed and all of those things finality that ICP is dominating versus others. The problem is the security o of those transactions and we have seen so many drains and and exploits and outages and it's not secure. It's simply not secure. It did not stood the test of time. For me, a bank doesn't to be in order to be secure. I don't want to see an outage in 100 years. That's how I see it as a client. If I see it, I run away. I don't want to be there anymore. I'm scared for my funds. I have worked for many years to make money. I have traded for many years to build my wealth. And I'm fully diversified as well on where I hold my funds. But I'm only doing business with reliable parties, not parties that are facing outages on a daily basis. And still, Ethereum has heavily outperformed Bitcoin this year, up 40% against Bitcoin in the last 365 days. So the valuations in crypto are totally bananas. So this is what is happening in the world today. Canvas was hit by the notorious shiny hunters hacking group.

[00:10:13]They breach infrastructure systems claiming access to data from near nearly 9,000 schools and 275 million students/teers records. They have stolen data from all these students and teachers including private messages.

[00:10:30]So they have your data. They stolen your data because it was on Amazon web ser because Amazon web services was down for quite some time and and that's the issue and that's the problem on ICP. So why wouldn't this happen on ICP? Okay, let's think about that. This is the key of of this whole video. So on ICP, if you would store data from 275 million students on chain, it would be possible, but you would need to deploy an a very high amount of canisters. Now you cannot crack canisters in in bunches, in batches. You need to crack every single canister individually. If you hold all this data in different canisters is extremely hard, tedious and is not really costefficient to crack them down individually and it's very hard to do that. So the value proposition in the onchain value proposition for ICP is not because per se it's onchain but it's a fact of architecture because Ethereum claims also on chain. Solana claims also on chain in reality is not the fact that onchain it's that you need to have storage computation on chain all the data needs to be stored on chain in a closed circuit and you don't need to have any off-chain components relayers that's that's the key of interoperability of defy of security on the blockchain but if you have a token that is a token ledger for example I could have deployed my token on uh on ICP Just imagine this. I deploy my token on ICP and I launch then a service on web 2. What did I do? Nothing. Just a token is is onchain and everything else all the services are offchain. This is why I have built a blog on chain. This is why this the store initially will be on web two but very quickly I'm migrating it migrating this I'm working on migrating this as well on web three. So everything will be onchain and this is going to be a business that is better than what Ethereum and Salana are doing. It has a higher value proposition just because of that just because everything is one place and I don't rely on a third party.

[00:12:49]I rely on ICP and I know that ICP is safe because you can check the outages/hacks that ICP has faced with loss of funds in the last last four to five years versus everyone else and then check those data and just come to your own conclusions. So uh this is a great opportunity once again for ICP. Now let's discuss about money metrics real quick. So you will see that currently ICP is doing fairly fairly well in terms of money metrics and um this is why. So basically uh we have started the year slow or rather let me let me go back a little bit in time here. So we have started the year at 82k much better than the summer. Okay. Then dropped down then 81k again then dropped down in uh in April and now we are already at 50k in 8 days in eight full days. So this month uh at this pace by far is going to be the best month this year. Projection for this month is 150k at this space. With cloud engines it could be much higher than that. Now this is going to uh be very good for ICP. But the best part is that you will see node provider rewards uh dropping. This burst voting rewards could slightly increase due to the pump for ICP. But still I believe that at this price there is no reason to dis at least I have no reason to disburse my my biggest nonun at least. So overall this is still according to plan. Uh we are going to cut expenses by default by 40%.

[00:14:22]I believe this is going to be uh higher due to the burn and due to the increase in usage and adoption for the internet computer. So overall all good other things that I'm tracking here uh neurons. So the amount of ICP stake didn't increase after mission 70 was passed actually it didn't decrease actually did increase because we did uh give to people more flexibility in terms of what they can do now can they can uh basically uh lock their tokens for three four weeks two months three months so it's much more flexible and the amount of people that are holding ICP for the long term is still very high in fact we can check uh how many are dissolving versus not dissolving. You can check that as well. So that's still good to see and I still see that a lot of people understand the long-term value proposition of ICP. Overall what I also want to show you this looks very good weekly. You will see that this uh this week we have burned more or less already more or less 30 plus 15k. you will see this uh big candles actually this was last week let's go back here on the daily so we have burned on the 4th of May um you will see here 15k 15.5k and that's uh here 30.5k so overall very good to see that's already 46k plus this small days here perhaps around 50k so overall um let's see when we did burn 50k last uh last time on a weekly basis. If we disregarded this, which it wasn't really a burn event. It was just one project that burned their whole treasury. So, it's not telling me anything about usage and adoption. So, let's take this out of the equation. You will see that last time this happened was in May of 2025.

[00:16:23]Okay. So this is going to be quite meaningful on a weekly basis and I think we can continue with some very good momentum to the upside perhaps similar to what we have seen already here in 2025 but not only one project multiple projects. Uh what more I want to show you here on social media is this post from the Pakistan digital authority.

[00:16:49]Pakistan digital future is entering a new era and this is the best possible explanation in one single sentence of what is going to happen with ICP and Pakistan because there is a big use case for them as well. So tomorrow we will have two separate events. first the town hall and then separately we are going to see also uh the demo from Dominic Williams that you can expect on his ex uh profile. So here uh basically Pierre has posted this on his Twitter profile.

[00:17:26]So you can go and check this out. But very very nice um what they mentioned about ICP here. And as I mentioned, Pakistan has prepared $1 billion um to invest into AI until 2030, which is not a humongous amount of money, but it's a good start for ICP. ICP will catch a piece of this pie and we'll have some revenue in order to then attract more governments and institutions down the line. Now, projections in terms of cycle burn rate, in terms of burn. So all the people that are telling me that they don't see any progression with ICP, you can you can just check this chart here in which we have burned let's let's say only 2022 because 2021 wasn't the full year. So 85k 58k then we jump to 553k and then we jump to 1.6 6 million ICP and this year despite the fact that we are still at 343K after four full months. So the projection for this year at this base is around a million ICP burned and if you think just of that in simple terms that last year the burn uh the the burn that Bob was generating was 65% of the cycle burn rate only one project. This time around the base cycle burn rate has increased by 4.2x with caffeine and multiple other projects that are burning cycles. So even if we close the year at a 1 million this is going to be better than the last year simply because of the diversity of the burn that we are facing. But I believe caffin the burn is going to increase because more people are jumping on board and because caffin is getting better and two because of cloud engines and because of the usage and because of the new revenue model that is very different from the revenue model that we had so far in which node providers were not really incentivized to do much while now they have a huge incentive because they will share 80% of the revenue. So overall they have a bigger reason to do more work and 20% of that is going to be burned. So the more they work the more we burn. And this is a revenue model based on incentives. The same thing I'm doing with hero. I'm creating a project with incentives for people not based on speculation based on usage on real usage. People will have incentives to do stuff on the blog stuff in the store. They will get cash backs and stuff like that. So this is a good idea for ICP, a good revenue model, a positive revenue model and a positive change compared to what we had so far.

[00:20:10]Now uh let's continue. I did show you already here on MSARI what was the price for the private sale. We are still under this price. So I really believe honestly believe that at this market cap ICP is a no-brainer. But as I mentioned as well, I did have so much time to buy at around 2.3 bucks. Why would I now once again continue heavily DCAing when I was DCAing at a much lower level and I had three to four weeks of intensive DC this year. But I will discuss about the price as I mentioned in a separate video. And now what I wanted to show you here value proposition again. So how ICP is presenting itself to the public.

[00:20:53]Frontier cloud for AI that builds hosted apps and services are immune to infrastructure hacks and guaranteed to run. So uptime is guaranteed. You have services like caffin and ICP ninja which is going to be also very important for developers. It's tamperproof, fault tolerant and sovereign. And you will see also the highlighted projects here uh and uh our caffin OC wallet. If you did not use O wallet, make sure to use it.

[00:21:21]Is very very easy to use. Uh so I'm using this as well for multiple uh things. And this is how I'm going to pay groceries in Spar uh here in Switzerland with OC wallet and also open chat. The only project that is uh highlighted here is really the only project that I have been talking about in the last two to three years on this channel because one the team of people that built Open Chat is a very good team. Two because the the system and and their and their platform works works very well. And I have been a member of a comm multiple communities actually on open chat for 700 days. And this is once again not anything to do with open chat and not hyping open chat or anything but these projects stood the test of time and it did show me some results and did show me some usability.

[00:22:14]So I'm focusing on projects that I'm using on a daily basis. That's something I mentioned from day one. I want usage.

[00:22:20]So I'm using oe, I'm using open chat and I'm using caffin. All those three things. So now uh two to three years ago I was only using open chat. So now I have more options here, more things to use and also hero will be one of those services that I'm going to use on daily uh basis here as well. So institutions building on the sovereign by default stack. So Pakistan it's only the first one of many. uh the UNP partnership is going to do very good for ICP in the long term and also multiple partnerships in Switzerland as well and the discussions with the Swiss uh government are con happening continuously it's it's a continuous um discussion and they are so people in Switzerland and generally the government is one of those like in Europe you know they're um not really looking forward to huge big changes and are very conservative. However, I think the situation is slowly changing in Europe as well. But the real market that ICP should target heavily and aggressively now is the Middle East due to geopolitical tension. Now, let me show you something else unrelated to to ICP, but related to why I'm investing in general and why I'm investing in ICP.

[00:23:42]The buying power of the dollar is dropping constantly and it will continue to drop. The money printing will continue. The depth that the US has accumulated and other uh countries and governments across the globe will just continue piling up. That's a matter of fact. This is going to happen. It's been happening for hundreds of years. So there is no reason to stop this whole circle. The circle this whole circle is unsustainable. And this is why if you just keep your dollars or currency idle, it's not the best idea. So question is if this is not a bad idea, what should I invest into? Well, I'm investing into multiple things and I'm a big fan of diversification, but I'm also a big So there are two different principles. One, diversification is good for spreading the risk and a big part of risk management. Then there is the second principle that people that really did lifech changing money in life they focused on one thing one to two things max. So they were looking at one door.

[00:24:46]They knew perfectly what is going to happen. And this is what I have been doing with ICP for three years. And this is why I continue looking at this specific door because I believe that at one point the door is going to open and that when the door opens, I'm going to be one of the first people that is going to want see that and take the opportunity and already I am taking the opportunity. So there are these two different principles that I'm balancing between uh those. Now what I want to show you as well here uh world uncertainty index here you can see a global index you can see that we are not in a phase of certainty for sure even if this dropped with the war in the Middle East with uh multiple problems that this world is facing. This is not the best environment um for um for projects really that don't have anything to offer to the public that could change the current situation and usually purely speculative products and projects are not going to do very well under these circumstances. Why ICP I believe is going to thrive under the circumstances is because the trigger geopolitical tension is very positive for ICP. It speeds up uh the adoption pro um the adoption for ICP the process that is a long process per se but overall now this governments and big institutions are much more inclined to talk with affinity compared to a few years ago. You can see many other charts here. Uh world policy uncertainty index which is also very very high and still elevated and world trade uncertainty index which is also extremely elevated here which are all good things for ICP overall because we have seen that data centers are the target of terrorists during conflict and ICP is offering solutions to these problems. So overall this is not great for the world but for ICP this is a great opportunity. This is what I'm trying to tell you. Now also why your money is constantly losing value and why real estate is increasing in value. So if you think about that um mathematically when you buy a house should generally speaking okay should the value of this house increase over time or decrease? I would tell you that the value of your house over time should decrease not increase because it's older because if you have a wooden house with with rain with usage it can get it can get used like a pair of shoes right? Why the price of houses has been constantly increasing over the years is because this is the other side of the metal because the value of the dollar and other currencies has been dropping into Neverland because of money printing because of the depth that is piling up.

[00:27:48]And this is a way in which governments keep you poor. They want you poor. They want you to be poor. That's their tactic. They want the vast majority of the people to be poor because if you're poor, it's easier to control you. It's easier to force you to do XYZ. It's easier to have a class of workers than a class of entrepreneurs and people that are thinking outside of the box. That's just my idea is not related to investment. But these are just my personal ideas. So you can see the trend here for the United States is to the upside. You can see see this trend here for Europe for the Euro zone is also to the upside constantly to the upside.

[00:28:28]What is not to the upside what I was checking a few days ago is the trend for residential property for China that has been heavily heavily dropping and it's at a lowest point in the last 20 years more or less which is also an interesting trend. So not everywhere it's the same situation but overall I would tell you that the reason why I invest into metals into real estate into projects that are self sustainable and that generate money is because one diversification and two because I want to constantly be active on the market and not piling up money in a bank that will constantly lose value over time because I'm not the type of person that wants to be controlled. I'm the type of person that wants to be free and have opportunities and chances later on in life. Now, uh having that said, um this is the end of the video. Uh like it or not, later on we are going to discuss about uh volume about about also the price action of ICP data charts metrics and indicators that I'm tracking the speculative setup and much much more. I want to really emphasize that uh those data points that I will present are not my main focus and presenting those mostly to warn people to avoid so many people wrote to me in the last 48 hours about their feelings how they feel about the market the FOMO they're feeling like oh now it makes sense and so on and so forth and I told them guys look what I'm trying to do here zero subzero emotions You shouldn't get excited for a 3.5 bucks ICP as I wasn't exciting excited for an eight or nine bucks ICP. I'm excited for the revolution on chain. I'm excited because we as a community are here to make some changes in this system while other communities are not making any changes. They're just looking to speculate. I'm here because I want to launch my own business on this chain.

[00:30:37]I'm here because I want to support the vision for the future. I want to store my data on chain. I see potential for me as a human being in this blockchain.

[00:30:46]This is why I'm here not as a speculator and many people had so many things to say against me and happily and luckily they are the vast majority and they will stay irrelevant over time because they're going to miss a great opportunity and they're going to miss something that is meaningful for humanity. This is how I'm seeing this and this is why I'm constantly looking at this one door. I didn't give up. I stood the test of time and I'm still here because me as a persona, I have a lot of stability. And my principle is no emotion. Focus on what you think is best. Check the data constantly. Always question any theories and people on social media. Trust your own gut and instinct as well. That's very important in life. and focus on what really matters and you are you are as a person the sum of the five people around you.

[00:31:46]So keep this in mind. So this is one of the reasons I constantly moved countries. When I saw a better opportunity as an environment I took the opportunity. I went I want to see I want to talk with people that are successful.

[00:32:01]I don't want to talk with people that are trolls and that failed in life. And this is why I'm blocking these people.

[00:32:09]These people are negative. And I'm spending time with people that have big ideas and big visions. And you should do this yourself as well because you are the sum of these five people that you're talking mostly on a daily basis. If these people are successful, the chance of you being successful is increasing by hundreds of X's. Overall guys, thank you very much for all your support, for all the good comments and I really believe that this year once again is going to be a very good year for ICP based on data based on sustainability and much much more and focus is not on speculation maybe 1% but 99% technology and what you really can do here and this is why I decide not only to talk but also to build. Thank you very much for everything and I will see you in the next one.