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Mardo

@MardoResearch • 11,572 subscribers

Thematic investments focused on AI, metals, energy, and space. Highest conviction in ramping data centers and memory. Top picks: $GLXY $HYMC $URNM $SNDK.

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Everyone’s sleeping on the biggest line from the Virtuals Protocol + Thomas (Tom) Lee (not drummer) FSInsight.com webinar: EtherMage (🤖,🦄) set a near-term target of $100M in revenue from agents by 1Q'26. I'm assuming this is ACP/Butler. If an agent grabs 1%, that’s $1M/quarter. I’m making sure $DEGENC is on that list.
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Everyone’s sleeping on the biggest line from the Virtuals Protocol + Thomas (Tom) Lee (not drummer) FSInsight.com webinar: EtherMage (🤖,🦄) set a near-term target of $100M in revenue from agents by 1Q'26. I'm assuming this is ACP/Butler. If an agent grabs 1%, that’s $1M/quarter. I’m making sure $DEGENC is on that list.

Mardo

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