ICP just became 10X more COMPETITIVE with CLOUD ENGINES (BIG CHANCE)

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

[00:00:02]This is a massive chance for the internet computer. I'm talking about cloud engines and the potential usage and adoption for the internet computer.

[00:00:10]The revenue model that ICP is currently implementing is nothing that we have seen in crypto or outside of crypto in web 2.

[00:00:19]I will make a very simple comparison.

[00:00:23]When Caffeine AI was launched last year, Caffeine AI had competitors like Lovable and Raplit. Those competitors were launched earlier, had already existing customers, had already a growing business with very small team, therefore they had a lot of revenue, not so many expenses, even though they have invested a significant amount of money in marketing. This is why they got many users. However, if we compare this situation with cloud engines, currently, due to the current situation in web 3 and also in web 2, and I'm talking about cybersecurity, cybercrime, infrastructure of the ICP blockchain, there is currently nothing else that can offer a similar level of security, similar infrastructure results with AI and with additional tools. This is why currently Dfinity and ICP are much, much more competitive than a year ago. So, this result, current result, was not possible three, two years ago. Now, it is possible and Dfinity is currently having an advantage, the first mover advantage, based on what I will show you. We're going to compare use cases, pricing, potential, also adoption for the future and usage regarding this narrative. On top of that, we are going to discuss about two specific data points that are showing some progress and we are going to check node machines increasing and also finalization rate increasing. I will break this down in a second, so stay tuned and let's dig deep into the rabbit hole. Okie dokie, guys.

[00:02:03]Welcome to the Welcome back to the channel. This is a period of boredom and apathy. Everyone is checking out from the market. However, in my personal opinion, this is the best time to make some serious research about the Internet Computer to check what the Dfinity team is doing and what is the future of this blockchain. So, Pierre here commenting on this post from Dominic Williams. ICP AI logic data sovereignty.

[00:02:30]So, your whole company becomes super intelligent. This is great for businesses and governments for three reasons. So, once again, target audience now is not retail, but large institutions.

[00:02:44]Many people ask me, "Hey, what about marketing? We should market this more to the public." And my answer is, if the target audience are retail investors, yes, we should focus on marketing. But if the target audience are large institutions and governments, we shouldn't focus on any sort of marketing campaign. We should invest in PR and lobbying because this is how you onboard governments by participating in various programs at the level of the United Nations. Then, you have also people that are constantly talking with the government over time. You invest a lot of resources, a lot of time, money as well to cherish this relationship. And sooner or later, this pays off over time. Maybe not for all the governments or all large institutions, but for some.

[00:03:33]So, overall, if you run all your systems this way on your own cloud engine, built with Motoko built with Motoko backend, they stop being separate tools that don't talk. They become one living picture of the whole company that the AI can see and act on. Not stale reports from systems that disagree. As a CEO, you see the actual state of the business right now. You can ask the org itself what's happening. You test the decision before making it. Now, as I did uh mention, Caffeine AI did not have the advantage of the first mover.

[00:04:05]Even though Caffeine AI had a big advantage in terms of storage and security of the data that you store on the ICP blockchain. But, the service that Caffeine AI and Caffeine Labs are offering, it's perhaps similar in terms of features to what Raplit, Lovable, and many, many others are currently offering. However, what they cannot offer at the moment, and this is why Infinity has a first mover advantage because of multiple things, security and infrastructure.

[00:04:40]This is only possible on the Internet Computer due to the infrastructure of the IC. So, I did mention already that currently ICP and Infinity became very, very competitive versus other cloud providers. Why they weren't competitive 2 to 3 years ago? One, because of the cost. This is the primary reason they were much more expensive than other cloud solutions on Web 2. The level of security was higher. However, cyber crime was not so rampant due to AI and AI agents. Therefore, there was not so much of an incentive. While the cost was higher, there war was not so much geopolitical tension as well. Therefore, currently there are multiple triggers, cyber crime, cyber security that is becoming a problem, and also uh cost of storage dropped significantly with blob storage and with cloud engines.

[00:05:39]Therefore, they're much more competitive. And another big thing, they can offer additional services that they could not offer in the past. Therefore, the situation now versus two to three years ago is day and night. Completely different situation, completely different target audience for the IC from developers to large big institutions and governments. Therefore, currently in terms of chance for mass adoption and usage, we are at a much much bigger advantage than two to three years ago. Once again, I will reiterate this. The difference currently is day and night. We have a serious chance right now. While in the past, we had the capabilities, but due to many things, especially the cost, we we were simply not seriously competitive versus others.

[00:06:28]Now the situation has drastically changed, especially with additional services that we can offer.

[00:06:36]This is what Dominic Williams is mentioning and referring to by saying that your whole company becomes super intelligent because they're offering 15, 20 different AI tools that are tailored for your company, for your institution, and those tools talk between each other.

[00:06:54]Therefore, they create a system, a smart system in which you save so many human resources.

[00:07:02]And therefore, what was 20 to 30% more expensive now becomes cheaper long-term.

[00:07:08]So, not only they're more secure, but they are cheaper in the long term. Big big difference between two to three years ago where they were more expensive and overall, they couldn't offer any additional services.

[00:07:23]And the level of security was not perceived as seriously as it is now. So, you can see this is a big serious difference. Now, let's continue with something else that I want to show you here.

[00:07:35]So, what about other blockchains? This is something I have mentioned in a video yesterday for members of this channel.

[00:07:42]By the way, if you're a member of a VIP hero, thank you very much. If you are not and if you like the content, make sure to check this out. And once again, 50% off of the profits will be burned for hero. So, here the financial situation on of Ethereum is horrible. And when I say horrible, I think see and I state seriously horrible.

[00:08:08]But, mass media will still tell you that everything is a okay. Ethereum hit record usage in Q1 of 2026 per token terminal. Nobody cares, first of all.

[00:08:18]These data are inflated by bots. So, these active users are a totally irrelevant metric. This is a vanity metric that does not lead to any financial profit for the blockchain. The reality of Ethereum and of many other blockchains is this.

[00:08:37]Ethereum went from 3.8 billion dollars in Q1 2025 revenue to a mere 8 million dollars in Q1 of this year. This is a 99.78% drop for Ethereum. Now, let's let's continue with Ethereum and I will show you the latest post here on my on my Twitter, which states that CoinDesk. So, a former Ethereum Foundation contributor warns its core development ecosystem could face a funding crisis within three to nine months as the EF scales back spending.

[00:09:18]Guys, look at the reality. Now, we are talking about a financial crisis for Ethereum, but this has been happening for years.

[00:09:26]Nobody ever told us anything on social media. In fact, many are still telling us that the usage is skyrocketing at an all-time high. Where? This is a massive deception in Web3. It's not real. It's a big, fat lie. Ethereum is currently bleeding like there is no tomorrow and it's on a brink of collapsing. It's on a brink of bankruptcy. This is the reality based on the data posted on Token Terminal. Like it or don't like it. This is raw, pure data. If you're down 99.8% since 2021 in terms of revenue, what we should even talk about? What should we even talk about? However, nobody talks about this in crypto. Nobody talks about this. I did not see one single post regarding money metrics for a very long time in crypto. Now, uh let's check uh the hero burn. We have burned more than 1 million hero. Uh today we're going to burn again over 40,000 hero. I did not yet process uh the the daily burn, but stay tuned for that on social media. We're going to check the balance on exchanges that hit an all-time high yesterday, but it dropped today. And we're also going to check uh node machines. And also, I'm going to show you finalization rate. On the other hand, um here liquidation leverage. This is still always the same story of manipulation. Longs were liquidated 67 times more than shorts.

[00:11:00]Only 7K liquidated versus almost 500K, half a million dollar. And this story repeats every single day and this is how they extract, they extract, they extract all this money from the pockets of gamblers, in my opinion, um retail investors that are constantly and constantly gambling.

[00:11:21]Now, uh node machines, you can see uh clearly increasing. Uh today it was 740, which was uh by the way the highest result in more than 2 years, I believe. Now, 748, which is overall good, but the cycle burn rate is still extremely low. This should be fixed, but I believe we are going to see something significant with uh cloud engines due to the value proposition and due to what I have mentioned uh just in the intro of this whole video. Now, very quickly, some data balance on exchanges has dropped. The expectation, the reality is that this will increase over time. As it is the case, you can see also that during the bear market, the past bear market, this has dropped significantly.

[00:12:07]This year, it did not significantly increase compared to January, which is to be expected in a bear market. What else I want to show you here? Uh we could go through uh many multiple different metrics. However, the video would be done too long. Uh this is something I will show you in a separate video regarding uh two metrics for the Internet Computer. Uh burn dashboard, uh almost 1.1 million uh hero burn. Very good result, great result. And overall, in uh just a couple of days, I will launch the summer uh sale for a hero. I will offer an additional uh 10% on uh short sleeves, uh t-shirts, on um of course, um shorts, and uh caps, hats, and uh everything that is uh that you would wear in the summer. So, stay tuned for that. And on top of that, I will offer you also a cashback for every euro that you spend. I will um basically airdrop you 500 hero tokens as a cashback. Thank you very much for the overwhelming participation. In terms of overwhelming participation, uh we have currently 1,320 unique visitors since Genesis for uh for hero, which is a very significant amount of people from 74 countries. So, overall, thank you very much for this overwhelming participation despite the bear market. If this was a bull market, this is easily a five to six seven X in participation compared to now, easily.

[00:13:42]However, this is a bear market, so I'm very very happy and satisfied about this current result. Now, very quickly in terms of sentiment, ICP neutral even though it has bounced a little bit today, but still really ICP against Bitcoin in the in the short-term today, okay, but overall in the last week or so, not great. Momentum down, volume dropped between it's again in this magical level between 25 and 50 million dollars, which means that institutions are out of the door at least for today.

[00:14:15]And overall, this other data can shows still that the community is bullish on the internet computer. On the other hand, this is the best week in terms of sentiment for Hero by far.

[00:14:27]90 to extreme greed simply because we're constantly burning new Hero.

[00:14:33]And and now, let me show you the results for today in terms of performance versus Bitcoin. ICP is sixth place slightly up against Bitcoin today. However, in the last week, not really the greatest performance even though ICP is not down so much, only 0.31%.

[00:14:54]However, many projects are up significantly against Bitcoin. In the last 30 days, ICP is still 8.2% up versus Bitcoin, which is significant fifth place. So, the performance of ICP has not been bad since October of last year versus Bitcoin. However, the performance of Bitcoin has been quite atrocious, which is obviously to be expected in the bear market. We're going to check Fibonacci retracement levels in a second. Now, in terms of some data, I did show you already node machines increasing. Very good to see. Finalization rate is also has been increasing since 2024 significantly.

[00:15:35]You can see that we are processing three times more than three times more blocks, almost four times more blocks compared to 2024, which is good to see. But what most If If I had to pick three or four data points that you can easily check on on a daily basis and that are the most important, those are obviously revenue, expenses, earnings, amount of ICP burned versus amount of ICP minted. That's as simple as that. There are many other data points that I'm tracking that are very very interesting, but not the most meaningful, at least not in the very very short term. Cycle burn rate is what matters the most, or rather, the amount of ICP that we burn versus the mint, so the ratio. This is what matters for ICP.

[00:16:20]And once again, if we just manage to cover our operating expenses, which are node rewards ICP in my book, is fine.

[00:16:27]It's perfectly fine. We're still facing inflation because of voting rewards. If you're staked into ICP, no problem at all. You are offsetting this with your voting rewards, so you are A-OK. The problem is if we don't do that, then really you're getting diluted because of all these node providers, which is not something that we should accept in the long term. This is something we could accept in the first years until ICP got some traction. And now with Cloud Engines, we want to see some serious results, which is to be expected, right?

[00:17:02]Now, let's continue with Bitcoin still bouncing from from this level, currently dropping a little bit, but this is a perfectly perfectly fine.

[00:17:12]Today I was analyzing so many other charts outside of crypto specifically, and it's it's crazy how Fibonacci retracement levels are seriously, seriously respected for multiple, uh, products in in Web2, so in traditional financial markets, and how they adhere uh, very, very well to Fibonacci retracement levels. So, overall, I'm still tracking this, and overall, what's most important here with those corrections is patience, because we are dealing now with a lot of time capitulation.

[00:17:49]Um, the the price capitulation, compared to the time component of capitulation, is not that hard to to bear for retail investors, but they get bored, and everyone is gone everybody's gone, the masses are gone, and overall, uh, this is a result of of apathy and boredom, which is very, very good for a reset in crypto. What's worried some in crypto currently is the revenue mo and the failed revenue model. You have seen Ethereum, it it looks disastrous. That's a disaster for Ethereum, and Ethereum is the largest project in crypto after Bitcoin in terms of market capitalization. You can imagine how many projects are totally unsustainable. One of the reasons why Hero was launched with the current tokenomics, which are very, very good for long-term sustainability and longevity of the project, so the project will exist in two, three, four, five years, because it's sustainable. Many of these projects were launched five years ago, now they're already obsolete, not only because of technology, but because they're simply not sustainable and cannot generate enough revenue to cover operating expenses. In terms of liquidations for longs, um, yesterday was one of the highest, um, daily liquidations in quite some time in the last few weeks, and overall, the ratio between a long and short liquidations is absolutely bananas in my opinion. This is why I I never play with leverage, especially perpetual futures.

[00:19:17]Why? Simply because you are trading against a market maker. You're not trading against the other retail investor. So, it's like me playing football versus players from Barcelona.

[00:19:30]I'm constantly going to lose. There is no chance for me to win. That's the same game, the same ball game. However, people simply perceive it as gambling, I believe, and they're constantly going to lose money pointlessly. There is a very low chance of of win. The win rate is very low. The risk to reward ratio is completely disbalanced, in in not in your favor, though.

[00:19:54]Overall here, nothing really to mention in terms of liquidation heat map. I just wanted to show you this. Um there is currently some liquidity. For a long time, this was empty. So, this is certainly interesting. In a separate video, I will show you also uh the amount of longs, the amount of shorts, uh the long to short ratio, open interest for ICP. We're going to check a volume and many other technical indicators that are meaningful for the price in the short to medium term.

[00:20:25]Uh the situation in the ecosystem did not change. Uh the ecosystem needs a reset, needs more sustainability. And overall, uh this is the end of this presentation. I thank you very much. I tried to be as quick as possible. If you like the channel and the content, smash the like button, subscribe to the channel, check the membership if you're not a member already. Check also Hero.

[00:20:49]Check also the store with the merch. And as I did mention, this weekend I should um I should give you some discount codes, so you can go there and buy something if you like the merch.

[00:21:02]Overall, guys, thank you very much for your participation. I'm working on so many side projects and things to make things more interesting when there is going to be more traction. So, I'm preparing for better days because I believe better days are coming, but boredom and apathy takes time.

[00:21:19]Therefore, I want to see a flash of all the weak hands, and then we can continue discussing about what really matters, and this is technology, sustainability, and money metrics. Overall, guys, thank you for your participation, and I will see you in the next one. Bye-bye.