Theses
49 in fomofeed
三饼你们听过吗？BEM=三饼，币圈同胞们一直对自己的族群没有自信，殊不知，是因为各种地缘因素，不然咱们大中华地区才是币圈主力军，曾经比特币一半以上的算力在我国，主流的蚂蚁矿机，阿瓦隆，神马，这些也都是我们国内人才生产的，从去年国庆节币安人生点燃第一把火苗，中文币遍地开花至今也有一年了，大众已经对于这种三分钟热度的空气币逐渐审美疲劳了，此时市场上急需一种新的叙事来支撑散户无处安放的心，就在BEM，此时此刻，它还是一个萌芽阶段，10M左右市值，而且就在你身边，你不再是接洋人的二段盘，甚至小黄人都跑来参与并且发表了观点，而我们自己却在那质疑，徘徊，我首先声明，我不是项目方，也和项目方没半丁点关系，如果有半点利益纠葛，我马上死在这，甚至有时候我内心也会随着K线也跌宕起伏，但是终归我还是坚信，新玩意，我一定得在车上，恐惧吗？我当然恐惧，但是暴利往往产生于恐惧中，犯错却经常犯于大家一致看好中，犯错于放松中，此帖为证，目前一枚60几刀，一个月后再看，BEM是什么价位！相信相信的力量！
https://x.com/web3xjq/status/2099711003084894208?s=46&t=niuc_0WnIujG9Qx9eikV5Q
有人说中国人的币碰不得，BNB难道不是中国人的币吗？全世界排行靠前的交易所哪个不是中国人，整个挖比特的主流矿机哪些不是中国人生产的，比特大陆，嘉楠科技等等，这轮我很看好$BEM，流通市值目前9.6M，随随便便一只喊两嗓子的土狗都不止这个市值，更何况这个叙事新颖且有趣，要应用有应用要技术有技术，还是币安链的，当大家都看懂的时候，还有这个市值吗？牛来都100多M市值，你说呢？
CZ’s first interaction with the project was a simple question: “What kind of usecase?” Today we already have TapeKit, Hashport and FlyBrain built on top of TapeOut tech — the answers are here. On top of the upcoming V2 release and Salus audit, TapeOut ecosystem already offers many strong opportunities to BUILD. Is a BNB and TapeOut collaboration possible in the future? At this point it is no longer a question — it is an expected outcome. Money rotation across chains may affect short-term price action, but when will TapeOut’s future become obvious to everyone... Everyone will get their BEM at the price they deserve.
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.
WLFI co-founder bullposting TapeOut? WLFI co-founder bullposting $10m token? They're starting to notice... Higher. MUCH HIGHER. https://x.com/ZachWitkoff/status/2099948714487881873
Many of you guys can't even imagine what kind of deal TapeOut is providing to the BSC ecosystem. Soon many BSC eco guys will start talking about TapeOut and BEM. Not only talking — building on top of it.
According to my Chinese quant many guys are now buying up a large number of miners, so who can it be?
$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.
我是中国人，早期也是以太坊POW的矿工，后面转POS后以太坚定持有者，这是难得一见的，BSC上有热度的挖矿项目，缺点就是每天有7200枚的产出后续不知怎么消化，优点是目前十几M市值，小孩哥的资源不错，如果上BN应该还有几X空间，个人观点看好的可以买一点，比那些随便发条推特就几十M，几百M的项目强，再说了国外的月亮不一定比较圆，这是国人的新创意，支持一丢丢，新东西看不懂可以不要重仓，但一定不能没有，如果说庞氏骗局，早期人民日报还说大饼是庞氏骗局呢，哈哈😂
What’s the most original project on BSC right now that isn’t a Hyperliquid fork, a Pons copy, or another hype story? Hard to name one, huh? Backing BEM is backing leadership and real innovation on BSC. Recognition is already decent — but almost no one from BNB/BSC leadership actually knows the project yet. Still very early. And long road to go.
The BEM mining contract is now sealed. No owner. Last risk gone. $BEM belongs to everyone. https://x.com/Blonskr/status/2099438049138737228
there’s a whole ecosystem being built on top of $BEM on bsc. $BEM is gradually becoming one of the biggest fully decentralized infrastructures on BNB Chain, yet I barely see any Westerners involved. Most of the holder base and community is Chinese, and the enthusiasm around it is through the roof. there’s thousands of messages in tapeout community telegram every day. thousands are buying rigs and actively mining and contributing to the decentralization of the protocol, while countless builders are already building on top of Tapeout ($BEM). what’s even more interesting is that it’s being built by @Blonskr a 16 year old prodigy coder student who kept the project philosophically similar to how @VitalikButerin built @ethereum . he completely renounced all control yesterday and gave up his permissions, making the protocol fully decentralized. Even cz has interacted with the protocol publicly on x twice and said he found it interesting. I think we’re still early to something that could become massive on bnb chain.
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.
We don’t need a large number of influencers to promote TAPEOUT. The community is growing, and this is the main reason for the continued growth. 团结就是力量。
Do you guys really think that CZ will ignore one of the most interesting builder projects (not just memecoins) in the last year on the builder chain? BNB = Build n Build.
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.
Before v2, which will create the possibility of deflation for BEM, our chinese quant-dev is launching several new ideas on how to reduce BEM emissions. https://x.com/Blonskr/status/2098376650345832517 Bullish. And still early.
you can't borrow conviction -- form your own and win still DDing to size more but liq is so damn low O_o
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
my chinese quant told me that everything is just getting started In foresight they'll either call us crazy lucky or insanely foolish
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
BEM
$BEM BNB Chain
- Market cap
- $9.2M
- Liquidity
- $247K
- Volume 24h
- $4.2M
- Holders
- 7K
- fomo holders
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