Big Dog 1111
Insights of various sorts with a focus on AI, decentralized edge computing, edge caching, and edge storage, and Web3 / cryptocurrencies. Also love macroeconomics, markets, precious metals, and geopolitics.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 4 years ago | Last Issue | 6 months ago |
| Active | |||||
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bigdog1111.substack.comLatest Issues
The Day CME Went Dark: Inside Silver's Historic Breaking Point
On Black Friday, November 28, 2025, while Americans digested turkey and hunted for deals, something strange happened in the financial markets.
CME Group—the world’s largest derivatives exchange—went dark.
For roughly 10-11 hours, trading...
Walrus Protocol and the New Data Layer for AI on Sui
This is a sort of follow-up / part 2 of my prior post “Four Power Tokens Fueling Sui’s 2025 Flywheel” so feel free to go back and read this first if you are interested. So much has happened since then.
When the Walrus mainnet went live on...
AWS Chips Meet DePIN
Theta just became the first decentralized infrastructure platform cleared by AWS to spin up Trainium (Trn1/Trn2) and Inferentia (Inf1/Inf2) instances. That stamp of approval is Theta’s biggest milestone since Mainnet 3.0, and it could resha...
GPU Clusters on Theta EdgeCloud
TL;DR
Theta’s new GPU-cluster feature will turn scattered edge nodes into a single, elastic super-computer, slashing AI-model training times, hardening data privacy, and under-cutting Big Cloud pricing by an order of magnitude. Here’s...
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The writers behind this newsletter.
Insights of various sorts with a focus on AI, decentralized edge computing, edge caching, and edge storage. Also love macroeconomics and precious metals.
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