Theses & replies
TapeOut answered whether circuits can live onchain. TapeHub asks whether those circuits can grow a permissionless machine economy. Most launchpads sell a curve. TapeHub should sell an object: circuit, controller, repo, research artifact. Token is fuel, not the product. 95% mined by machines. Fuel burns the project token. Platform fees route into $BEM buyback and burn. So the loop is not “name → curve → ticker.” It is project → transistors → tapeout → mining → market → fee → BEM burn. The scarce asset is not another meme. It is frontier authors, verifiable objects, and the right to claim, fund, and maintain them. If TapeHub does patronage instead of Gift Tax, BSC gets a factory for research objects. If it copies Four or Flap, it is just another casino with better branding.
$BEM: if TapeOut follows the TAO / Virtuals path, here are the simulated prices. TapeOut turns transistors into onchain parts and circuits into callable, ownable machines. $BEM is the incentive layer: 21M supply, no premine, ~7,200 minted per day. You mine design quality, not GPUs. Scenario map using TAO / Virtuals historical market-cap paths, normalized to TapeOut’s current emission (not a forecast): 90 days - Compressed TAO ATH window: about $6,200–$8,000 - Virtuals 100% mirror: sharp rerating toward the highs - No-narrative baseline: emission keeps grinding price down 13 months (TAO calendar) - Listing analog: $1,922 - ATL analog: $200 - ATH analog: $1,680 Short-term upside is large. The long path includes an ugly drawdown. The real question is whether this stays a circuit-mining experiment or becomes an onchain compute network. Only the second case makes these numbers matter.
The BEM mining contract is now sealed. No owner. Last risk gone. $BEM belongs to everyone. https://x.com/Blonskr/status/2099438049138737228
I take back an early call. TapeOut is not another Ordi. Ordi inscribed assets onto an existing ledger. TapeOut uses the existing ledger as wafer. It hangs a programmable book of objects on L1 clock time. Transistors are tokens. Tape-out is irreversible fabrication. What remains is not an inscription. It is a circuit that can be called, composed, and now given a container of its own. That is why the comparison to Virtuals is the right altitude, and the comparison to Ordi is not. Last cycle, most VC capital chased AI agents. The protocols that actually marked the meta were the relatively fair ones: Virtuals and Bittensor. By the time they were obvious inside most VC rooms, they were already in the $1–2B zone. The gate had been priced. The application layer was still being argued. This cycle, the new primitive I am willing to underwrite is TapeOut’s stack: a programmable ledger overlaid on L1 clock time. Components are burned. Circuits persist. Machines begin to own state and an economic interface. If that holds, crypto assets stop being inert balances and start becoming objects that can compute, retain memory, settle, and eventually plug into external systems. The upside is not “infinite scalability.” The upside is a new object class: onchain machines, not just onchain notes. I am not saying TapeOut has already surpassed Virtuals. I am saying it is competing for the same seat: the rail a new meta has to cross. Virtuals sat at the entrance of issuable agents. TapeOut is sitting at the entrance of manufacturable circuits. Early participation here is not a victory lap. It is a position taken before the gate is widely recognized. Time will grade the call. The only result that matters is whether builders keep fabricating objects that have to pass through this ledger. NFA.
Last admin key on BEM mining is being thrown away. 48h timelock. After Sep 14 16:08 SGT: no upgrade, no pause, no editing questions. 21M cap + emission curve freeze forever. Token admin already gone. Salus: 0 high. LP burned. Tiny float, thin book, daily print still on. This is a timed event, not a vibe. I’m in for the lock-in, not for a 4-year halving story. If they dump the 7.2k/day into an empty bid after the headline, I’m out. Tx: 0xd516cc797bacb48ecdce7ff4e27c0c6a8b4024682b907e6c1a61e524a41360b9 https://x.com/Blonskr/status/2098691432953589776
BEM utility is finally tied to real protocol usage. Two things landing soon: 🔹Tape-out moves from free testing to a live fee — 0.0002 BNB per circuit, with part of it used to buy back and burn BEM. 🔹Official launchpad drops next week. Fees + native BEM consumption both flow back into the protocol. A wave of wild, creative apps is clearly on the way.
The founder is 16. Not a rumor — he said it himself, and the photo just made it undeniable. Blonskr built TapeOut on BNB Chain: design real circuits with NAND and LATCH, tape them out on-chain, mint processors. Then he posted a signed-jersey photo with Viktor Axelsen — two-time Olympic champion, two-time World Champion. Crypto is full of fake teams. This one has a kid’s face standing next to a world champion.That’s the trade. https://x.com/Blonskr/status/2097711833876742312
Go 4 TapeOut 4️⃣🆙 TapeOut × Four.meme is the first time BNB’s launch layer reaches for a computer, not another ticker. https://x.com/Blonskr/status/2096972630570209633
TapeOut just turned BNB Chain from a ledger into a computer. Cartesi proved L1 can verify Linux. Blonskr’s TapeOut run proves BNB L1 can execute it — 44,988 cycles, 9k+ txs, Linux 6.5.12 to root login, registers + 16MB paged memory all on-chain, admin = circuit NFT #4246. Not a demo VM. A motherboard contract stepping a RISC-V core, writing dirty 1KB pages back to L1, serial out as events. Files you echo become bytecode you can read on BscScan. Why it matters: once a chain can host a real computer, the product surface stops being “tokens + DEX” and starts being verifiable tools. Next unlock is gate-level RISC-V as referee + Linux reading chain state. Try it: https://tapeout.net/linux.html
TapeOut Important Update: The Circuit Container System is now live. Circuits can create their own containers.Previously, taped-out circuits were just netlists that compute then forget — like a machine with no memory. The container solves this. It gives each circuit its own address, fully controlled by the circuit, that can receive and send assets and tokens.The circuit is the logic; the container is the memory. Together they form a real on-chain machine that can both compute and remember — not just “a wallet for an NFT.”Creating or transferring a container or assets generates protocol fees that go to the treasury, convert to $BEM, and 80% is periodically burned.Go to the TapeOut website, open any circuit, and create its container. RAM example coming tomorrow. https://x.com/Blonskr/status/2096372599714681190
TapeOut V2 is in audit and should land soon. NAND and LATCH have been grinding higher — that makes $BEM look badly underpriced versus the component market. Once V2 ships and actually gives $BEM somewhere to go, demand should flip. Also waiting for another CZ interaction.
8 years of Bitcoin mining. Now they are coming on-chain. TDTC Global, a veteran North American BTC mining giant with large-scale sites in North America and Africa and a multi-ten-million-dollar Series A in 2025, has officially started TapeOut PoD mining. Every leap of the last decade happened at the chip level. TapeOut turns the circuit itself into the mining machine. Welcome TDTC to the new world. More good news incoming. Stay tuned.
V1 made the strange thing visible: a token gets written into a manufacturing process. NAND and LATCH are burned, a circuit remains, and Proof of Design (PoD) starts to turn. The mining rig is the first machine that can run. It is not the whole economy. V2 matters for a quieter reason. $BEM itself has to be burned for advanced components and capacity. Parts are feedstock. Processors and factories are the line. Circuit NFTs are machines that can do work. A permissionless semiconductor economy only starts when someone must buy $BEM to open a plant, not merely dump it after mining. Long the experiment. Whether manufacturing spreads will matter more than whether the first rig is still hashing. https://x.com/Ekonomeest/status/2094300175342911599
BruceBlue
@BruceBlue
Hopelessly addicted to TapeOut | Retired Venture Capitalist | Main bag stays in a self-custody wallet. On FOMO I just write some theses.
- Trades
- 30
- Swaps
- 58
- Volume
- $9.1K
- Avg hold
- 1.1d
- Total PnL
- +$6.1K
Top closed
Updated 8h ago25 closed · top 5 by realized PnL
Active holdings
Updated 8h ago$9.9K total · 4 tokens
-
BEM #1Value $9.1K 187 BEMProfit +$6.3K+225%
-
Value $774 9 CRCLProfit -$17-2.1%
-
USDC #3Value $2 2 USDCProfit —
-
CLAWNCH #4Value $1 3K CLAWNCHProfit -$2-67%
Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.
On fomofeed
- Theses
- 18
- Replies
- 0
- Tokens
- 1
- Avg position
- $12.3K
- Median PnL at post
- +337%
- Last thesis
- 20h ago
Chains
- 18
Fades on their calls
all →No fades on their calls yet.

