Mainframe

#25Science

Protein molecular dynamics simulation and protein-ligand docking using decentralized GPU power.

Website GitHub

Price

$0.00378-0.04%

24h

7d Change

-6.84%

Market Cap

$3.61M

Emission

Miners

Validators

Competitor Mapping

Mainframe

Decentralized

Market Cap

$3.61M

TAM

$3.00B

Model

Token-incentivized

Team

Decentralized miners

Schrodinger + D.E. Shaw Research

SDGR

Market Cap

$900.00M

TAM

$3.00B

Model

Revenue-driven

Team

Enterprise

Mainframe $3.61M0.401%Schrodinger + D.E. Shaw Research $900.00M

Global GPU power for molecular dynamics typically requiring dedicated supercomputers. Complements MetaNova in the drug discovery stack.

Implied Valuation

If Mainframe captures a share of Schrodinger + D.E. Shaw Research's $3.00B TAM

Bear - 0.1% TAM

$3.00M

implied valuation

-16.92%

vs $3.61M current

Base case

Base - 1% TAM

$30.00M

implied valuation

+730.78%

vs $3.61M current

Bull - 5% TAM

$150.00M

implied valuation

+4053.89%

vs $3.61M current

Scenarios illustrate potential scale relative to the traditional market. Actual outcomes depend on adoption, tokenomics, and competitive dynamics.

Thesis

First DeSci subnet targeting pharma R&D. Protein folding is compute-bottlenecked, perfectly suited to decentralized GPU networks.

Risk

Pharma companies are conservative with long sales cycles; proving reliability for regulated workloads is difficult.