Proto

@proto_xyz • 1,839 subscribers

A novel structure for real-world markets. Trade movements tied to reality, not sentiment. Q4 2026.

Shorts

💰 In April 2002, $SKHY Korean manufacturer Hynix was drowning in debt. Micron offered about $3.4B in stock for its DRAM memory business. The Hynix board voted unanimously, "no". A decade later, telecom giant SK acquired Hynix, who experimented with AMD to build the first version of the modern HBM-wired GPU. For years it barely sold. Samsung competed but exited the market in 2019. When AI arrived in 2024, carrozzi nicolas needed this new type of HBM memory and $SKHY was the perfect partner. Today it makes about 60% of the world's HBM, it's worth more than $1T, and in July it listed on Nasdaq as $SKHY. Sometimes a "no" is the best thing that can happen to you.

💰 In April 2002, $SKHY Korean manufacturer Hynix was drowning in debt. Micron offered about $3.4B in stock for its DRAM memory business. The Hynix board voted unanimously, "no". A decade later, telecom giant SK acquired Hynix, who experimented with AMD to build the first version of the modern HBM-wired GPU. For years it barely sold. Samsung competed but exited the market in 2019. When AI arrived in 2024, carrozzi nicolas needed this new type of HBM memory and $SKHY was the perfect partner. Today it makes about 60% of the world's HBM, it's worth more than $1T, and in July it listed on Nasdaq as $SKHY. Sometimes a "no" is the best thing that can happen to you.

1,022,496 Aufrufe

⚡️ Speculate directly on power used by rental GPUs. A completely new form of exposure. Coming soon in Q4.

⚡️ Speculate directly on power used by rental GPUs. A completely new form of exposure. Coming soon in Q4.

1,585,528 Aufrufe

🇬🇷 πρῶτος is protos in Ancient Greek, meaning first, primitive, the original form. Proto Private Alpha is here soon. An early mainnet version for only a few of our most loyal supporters to test. Sign up for the waitlist on Good things await.

🇬🇷 πρῶτος is protos in Ancient Greek, meaning first, primitive, the original form. Proto Private Alpha is here soon. An early mainnet version for only a few of our most loyal supporters to test. Sign up for the waitlist on Good things await.

662,195 Aufrufe

🤖 Unique exposure, unlike ever before. Speculation on the power consumed by neocloud data centers to power GPUs run by companies like Meta, Google and OpenAI. Soon. Q4.

🤖 Unique exposure, unlike ever before. Speculation on the power consumed by neocloud data centers to power GPUs run by companies like Meta, Google and OpenAI. Soon. Q4.

250,511 Aufrufe