🌐📈 Data Center Theme: The Next Big Structural Bull... Run 🚀 Since 2021, the Data Center theme has been steadily rising, marking the start of a structural bull run in this sector. 🌟 In this thread, we’ll dive deep into evaluating the performance of data center-related stocks since 2021. 🔎 What to Expect - We’ll evaluate these companies based on 3-year and 5-year sales and profit growth metrics. 📊 - Comparative Analysis A clear look at sales and profit growth to help identify leading performers. 💼 Key Data Points - The average 3-year sales growth for these companies is an impressive 34%. 🔥 - The average 5-year sales growth stands at 20%. 📈 Let’s take a closer look at the 10 key players in this space: 1️⃣ Anant Raj Ltd 🏢 2️⃣ Techno Electric & Engineering Company Ltd ⚙️ 3️⃣ Netweb Technologies India Ltd 💻 4️⃣ Aurionpro Solutions Ltd 🔐 5️⃣ Black Box Ltd 📦 6️⃣ Gulf Oil Lubricants India Ltd 🛢 7️⃣ D-Link India Ltd 🌐 8️⃣ Allied Digital Services Ltd 🖥 9️⃣ Ceinsys Tech Ltd 🌍 🔟 ADC India Communications Ltd 📡 Here’s a more professional and respectful version of your disclaimer: --- ⚠️ Disclaimer This analysis is provided solely for educational purposes and should not be interpreted as a forecast or prediction of future sector performance. The growth and success of the companies discussed are subject to various factors, including general economic conditions, macroeconomic trends, government policies, and product demand This is not intended to be a buy or sell recommendation We advise consulting with a financial advisor before making any investment decisions.show more

Be this guy when you pull up at the... pump: the ETF series of the Ninepoint Energy Fund trades under the ticker "NNRG." Disclaimer: All returns and fund details are a) based on Series F shares; b) net of fees; c) annualized if period is greater than one year; d) as at 2/28/2026. Where applicable, all figures are annualized and based on monthly returns since inception. Inception date is 4/16/2004. The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or returns on investment in the investment fund. In each taxation year, the Fund will distribute to its investors a sufficient amount of the Fund’s net income and net realized capital gains so that the Fund will not pay any income tax. The net income and the net realized capital gains of the Fund will be distributed annually in December. The Fund is generally exposed to the following risks: Active management risk; Concentration risk; Credit risk; Currency risk; Cybersecurity risk; Derivatives risk; Energy risk; Exchange traded funds risk; Foreign investment risk; Inflation risk; Interest rate risk; Liquidity risk; Market risk; Performance fee risk; Regulatory risk; Rule 144A and other exempted securities risk; Securities lending, repurchase and reverse repurchase transactions risk; Series risk; Short selling risk; Small capitalization natural resource company risk; Specific issuer risk; Tax risk; Absence of an active market for ETF Series risk; Halted trading of ETF Series risk; Trading price of ETF Series risk. Ninepoint Partners LP is the investment manager to a number of funds (collectively, the “Funds”). Commissions, trailing commissions, management fees, performance fees (if any), and other expenses all may be associated with investing in the Funds. Please read the prospectus carefully before investing. The indicated rates of return for series F units of the Funds for the period ended 2/28/2026 are based on the historical annual compounded total returns including changes in unit value and reinvestment of all distributions or dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. This communication does not constitute an offer to sell or solicitation to purchase securities of the Funds. The information contained herein does not constitute an offer or solicitation by anyone in the United States or in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not a resident in Canada should contact their financial advisor to determine whether securities of the Fund may be lawfully sold in their jurisdiction.show more

We're thrilled to shine a spotlight this week on... the electrifying ⭐️🐶👊 StarDawgs NFTs, founded by Celebrity Darcy Donavan, offer holders a unique set of utilities focused on providing access and opportunities within the entertainment industry, specifically in film and television. Here are several key utilities for StarDawgs NFT holders based on available information: 1. **Access to Hollywood Opportunities**: StarDawgs NFTs are described as a "Golden Ticket to Hollywood," granting holders the chance to bypass traditional barriers and participate in movies and work in the film and television industry. This includes potential roles, learning from the Producers, Directors, Crew in Film and Television projects Produced by StarDawgs and it's Founder, Darcy Donavan. 2. **Metaverse Integration**: The@incomeisland photo realistic Metaverse is Co-Owned by DarcyDonavan.x and is part of the StarDawgs Eco-system, where we will movie theaters allowing people to watch our movies. Also, each StarDawgs NFT is a hyper-realistic 3D dog that will be able to be used as a digital identity in the metaverse, allowing holders to engage in virtual environments with a unique avatar. 3. **Film Profit Opportunities**: Holders have the opportunity to receive a portion of the profits of our films. 4. **Community and Networking Benefits**: The project emphasizes growing the StarDawgs community by onboarding top-tier actors, actresses, athletes, musicians, and sponsors, which could increase the value of the NFTs and provide holders with networking opportunities within the entertainment and Web3 spaces. 5. **Potential for Increased Value**: There are ongoing efforts to enhance the StarDawgs brand through high-profile collaborations and media exposure aiming to increase the NFTs’ value for holders. These utilities combine real-world entertainment industry access with digital and metaverse-based functionalities, positioning StarDawgs as a utility-driven NFT project. For the most up-to-date information and a list of all the Utilities, check the official StarDawgs website ( You can also get EARLY ACCESS to StarDawgs NFTs Utilities by getting involved in the Private Sale by going to #Safemoon Disclaimer: We support and celebrate the creativity of the broader crypto and NFT ecosystem, but each project carries its own risks and rewards. The information and mentions of other projects or communities in this post or any other posts are for informational and community engagement purposes only. This is not financial advice, an endorsement, or a recommendation to buy, sell, or hold any cryptocurrency, NFT, or related assets. SafeMoon is not liable for any decisions made based on this content. Please conduct your own research and consult a financial advisor before making any investment decisions. #SafeMoonMultiCommunity #ToTheMoonshow more

Introducing Attio Objects 🚀 ​ We know how hard... it is to find a CRM that fits your unique business model. ​ That's why we built Attio Objects – our powerful data model with custom objects that gives you complete flexibility to structure your CRM exactly how you need it. ​ Along with custom objects, we've also introduced new standard objects: ​ - Workspaces and Users objects for PLG businesses. - A robust Deals object for sales-driven companies. ​ This is the culmination of a 4-year effort, with 3 years of work put in even before launching Attio. ​ Since day one, we've been determined to solve the fundamental problem in the CRM space: the trade-off between power and time-to-value. ​ If you wanted power and flexibility, your CRM would take forever to build and not work well with your stack. ​ If you wanted speed, you'd need to use highly opinionated, inflexible software that doesn't really work for your business. ​ That ends today. With Attio, you no longer have to compromise. Build your CRM your way, fast. Iterate as you grow. ​ High-growth startups like Replicate, , and Modal and more are already using Attio's object architecture to perfectly match their businesses and accelerate their growth. ​ To get all the details, check out our blog post 👇 ​show more

$IREN "we haven't disclosed the specific amount of GPUs"... 1. 🤮 reminds me of $NBIS 2. Setting a terrible precedent here for future deals 3. Making it purposely difficult, to not let analysts properly value your 2027 revenue 4. Increasing the polarized view on IREN by the market However: "approximately 60MW of air-cooled Blackwells" 1. You typically don't talk about gross capacity in a deployment like this 2. If it would be gross capacity, the GPU hour rate at IT level would be crazy high (at PUE 1.2, $680m / 50 = 13.6m/MW) 3. At 60MW IT load, and ~14kW draw at DGX server level, we can get to ~4,286 DGX systems with 8 GPUs per. 4. Based on this we can conclude that 60MW of IT load can run approximately 34k DGX B300. 5. 34k DGX B300 at $680m/yr, would represent a GPU hour price of $2.28 Now this is the problem with not disclosing your GPU quantity. You purposely make your business model look bad, because by approach, you get to a GPU hour price that would imply a payback period of 4 years, where only the last year of the contract is 100% margin. But of course, we can also take "the glass is half full" approach. IREN has ordered 50K B300s from Dell. They have 2 purchase orders for this, 1 between Dell Canada and IE CA Leasing Ltd for 4 phases, and 1 between Dell USA and IE US Hardware 1 Inc (amended from IE US Hardware 4 Inc on April 27, 2026). The order for Canada is divided in 4 phases, and are going to Mackenzie for 80MW of gross capacity, which happens to be 4 buildings of 20MW. The order for Childress is divided in 2 phases, and are going to DC35 and DC36, (as depicted in the earnings presentation) and those are 50MW gross. The purchase price of the order for Childress was $1.2B, and for Canada it was $2.3B If we go with 50,000 B300s for a total of $3.5B then $1.2 would represent 34.285% of the 50,000 GPUs, or 17,140 B300s rounded down. For this calculation I will consider that $IREN will deploy 17,140 GPUs in 50MW gross capacity in DC35 and DC36 of block 3 in Childress.. That would imply at 1.2 PUE, IREN can run 17,140 B300s in 41.67MW IT load. Now by that ratio, they can run 24,680 GPUs in 60MW IT load — a massive difference with 34k units through the Nvidia DGX reference calculation. If common sense is applied, you can still get to 2 completely different outcomes, that show a difference of more than 9k GPUs. The GPU hour rate at 24.68k GPUs would be $3.145 per B300, as MASSIVE difference from the earlier calculated $2.28. Sure, the DGX system may be a factor here. And I'm sure that the reality is somewhere in the middle. But I personally hate this as an investor, to be unable to calculate profitability on unit economic basis. After all, contracts are signed on a $/GPU hour basis. Why hide this from your investors? Not being able to calculate payback periods, unable to calculate ROIC. And most importantly, we cannot properly assess the $NVDA deal on a contract basis. I really hope the payback period of this contract is not 4 years. I want the glass to be half full, but by starting to censor the purchases, IREN is taking a step in the wrong direction. Not a fan of this.show more

FACT CHECK: Here at the first trial, the Commonwealth’s... own expert witness, Ian Whiffin, confirms the necessity & importance of hash values for the sake of “hash verification”, a necessary step in authenticating the data & being able to verify that it hasn’t been altered or manipulated. In fact, Whiffin actually gives this testimony in response to a question about when the data have been altered or tampered with, if there’s a way for the forensic examiner (him) to detect it, and/or verify its authenticity and integrity. Remarkably, despite the DFIR industry standard methodology of hash verifying a digital forensic extraction, like that of Jen McCabe’s iPhone, prior to conducting any analysis on it with any forensic tools, Ian Whiffin testified that notably, for his work on this case, not only did he abandon this standard methodology, but he also admitted that the forensic extraction of Jen McCabe’s iPhone, which he received from the Commonwealth, was stripped of its hash value. Perhaps more remarkably, this stunning fact apparently didn’t raise any red flags for Ian Whiffin when conducting his analysis in this case, where he’s providing testimony in a murder trial. One must ask themselves why that is? However, defense expert Richard Green, in his affidavit, states that: “Typically, forensic examiners are provided with the raw image file and the associated: hash value documentation together. After validating the hash value, I would then accept that the data has not been manipulated. Here, however, the hash documentation was not provided with the raw image of the cell phone. Instead, it was withheld from the defense. As a forensic examiner having received hundreds of imaged phones over the course of my decades-long career, this was unprecedented.” Contrary to Mr. Whiffin’s approach, upon initially receiving a purported extraction of Jen McCabe’s iPhone without a hash value to authenticate and verify the integrity of the data, Mr. Green promptly requested the hash value and corresponding GrayKey supplemental files from the Commonwealth in order to conduct his analysis. After making this demand, and when the Commonwealth had to produce the hash verification data for Jen McCabe’s iPhone, remarkably, the Commonwealth also produced—for the first time, and over a year later on February 8, 2023—the Full File System Extraction of Jen McCabe’s iPhone (see “Notice of Discovery VIII,” attached). Unlike the initial purported “extraction” produced by Trooper Nicholas Guarino, this one contained Jen McCabe’s incriminating 2:27am Google search and all of the manual deletions of her communications, among other incriminating evidence, surrounding the murder of Officer John O’Keefe (see defense’s Rule 17 motion from April 12, 2023, attached). So, this begs the question: If Ian Whiffin knows the importance of hash verification in validating the authenticity of the data he’s working with in the first place, then why didn’t he take the same actions as defense expert Richard Green did to responsibly and reliably provide analysis in this case? If Whiffin ought to be deemed an expert, qualified to provide analysis and testimony at trial, then why did he abandon his industry’s standard methodology of hash verification in this case? Even Cellebrite knows this is a no-no! What say you? #KarenReadTrial #Cellebrite #DFIRshow more

**Doris Yin Speech at China Guizhou Zunyi GCV Barter... Conference** Hello to the community leaders, GCV ambassadors, merchants, and pioneers of GCV Guizhou in China! Today is January 12, 2025, marking the first GCV Barter Conference in China in New Year and the 13th Barter Conference overall. I would like to extend my sincere gratitude to the organizers of this conference, the Guizhou Zunyi GCV Community, and the co-organizers, Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd. I also want to acknowledge the following GCV ambassadors for their active dedication and contributions to this conference: **GCV Ambassador of China:** - Yang Zhizhong - Cai Zaiqiao **Ambassadors of Guizhou Province GCV:** - Wang Shiqiong - Cai Weisheng - Guo Jiaqing **Zunyi GCV Ambassadors:** - Wang Jianbo - Luo Nanlu **GCV ambassadors at the district and county level in Zunyi City** Additionally, I would like to express my heartfelt thanks to our numerous GCV merchants and sponsors. Without your support, we would not have been able to hold such a grand and large-scale event. Today's gathering in Zunyi, a sacred site of the revolution, reminds me of the Red Army's 25,000-mile Long March. Their perseverance and sacrifice continue to inspire us. The Zunyi Conference took place from January 15 to 17, 1935, and exactly 90 years later, we are gathered here today. The defining characteristics of the Zunyi Conference included the commitment to uphold the truth, correct mistakes, establish the correct leadership of the Party Central Committee, and creatively develop and implement strategies that fit the nature of the Chinese revolution. Today, our Zunyi Conference will also be recorded in the history of blockchain, as every effort you have put in has contributed to building a strong network ecosystem. Our partial fiat and partial distribution policy serves as a solution for the rapid development of the ecosystem during the closed mainnet of the Pi Network. As we all know, the first quarter of this year will bring about the successful mainnet launch of Pi Network. After six long years of challenges and perseverance, all of our pioneers will have the opportunity to witness this significant historical moment. What an exciting and proud day this will be! It has not been easy for everyone to persist through these six years; it requires great blessings, unwavering faith, and the courage to overcome difficulties. Today, our pioneers in Zunyi, Guizhou Province, gathering for this GCV barter conference holds great significance. I see that ten companies are providing products for barter, with nine companies, including Guizhou Meitan County Daoqin Hospital and Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd., sponsoring this event. Once again, I extend my heartfelt thanks to all of you. The GCV Barter Conference serves multiple purposes. It is not only about creating GCV data or demonstrating the strength of our China region to CT, but also about showing how closely we align with their vision and mission. Additionally, it provides robust evidence for a substantial number of KYC and migration initiatives in China. More importantly, what we do today aims to boost China’s future economic development. Once the main network of the Pi Network is launched, we anticipate a significant demand for Chinese products from numerous international pioneers, which will in turn generate a large volume of export orders. At the same time, there will be international merchants looking to export their products to China. Once OM, import and export transactions will be conducted using the new currency, facilitating the vision of a stable currency and enabling seamless and reliable exchanges with fiat currency. Therefore, the merchants who engage now will have the advantage of being early adopters. The Pi Network offers a partner program and a MapofPi program. To participate in the partnership, businesses are required to have a company website. We invite businesses with websites to join us. However, if you do not have a company website, you can still join the Mapofpi program, which encompasses a wide range of industries, allowing participation from both large companies and small traders. Registration for the Mapofpi does not require a business license or website; various entities including shops, hospitals, schools, hair salons, accounting firms, law firms, restaurants, and hotels are welcome to register. Please select an active merchant and support GCV at $314,159. Prior to the OM launch, it is advisable to use partial fiat currency and partial Pi to ensure that merchants can cover their costs and fulfill their tax obligations. Recently, on January 9, we established the China GCV Industry Chain Alliance, which aims to create an industrial chain that facilitates the circulation of Pi among merchants, thereby reducing the burden of exchanging fiat currency after OM. During the enclosed mainnet, you can assist merchants in registering as Pi Network Partners and Mapofpi . Ms. Lumari is our Global GCV CT executive director and her goal is to have 200,000 registered Mapofpi merchants worldwide. My personal target is to reach 100,000 registered merchants in China alone. This goal is achievable given the over 58 million enterprises and more than 20 million pioneers in China. If we can effectively convey that Pi Network WEB 3.0 blockchain technology will significantly enhance human productivity and that the business opportunities from accepting partial Pi and partial FIAT during the 60 days before OM will present numerous benefits and minimal risks to merchants, then it is likely that no merchant will be unfavorably surprised by the initiative. This strategy offers a multitude of advantages with virtually no downsides. Furthermore, it benefits pioneers by allowing them to transfer purchasing power to the community and minimize fiat currency expenses in their daily life. Consequently, the GCV data we generate will significantly benefit the Chinese pioneers, as a large number of registered merchants can transform the China region from a high-risk area to a safe zone. Not only can this region be promoted to a VIP area, which would enjoy expedited KYC and mapping processes, but it will also allow pioneers and merchants to thrive together in our ecosystem. This collaboration will enhance the prosperity of our country and empower the China region to contribute to the welfare of communities worldwide. Once OM, it will play a crucial role in the economic development of both China and the world. If you pay attention to our migrartion speed, you might have noticed that it has slowed down recently. From December 17th to around the 30th, the migrating speed was over 50,000 to 100,000 per day, but now it has dropped to just over 10,000. What is the reason for this decline? If it was previously possible to migrate over 100,000 per day, why has it changed? The CT has stated that they will OM until the first quarter of this year to bring the migratiion in line with KYC amounts. However, if it's technically feasible to achieve a higher migration speed, why isn’t it being done? The answer is quite simple: it depends on what everyone does with the Pi after such large migration numbers. If pioneers rush to buy and sell, hold onto their Pi coins, or trade at low value, it will impact the speed and efficiency of the next migration in these regions. This principle is not only theoretically valid but has proven true in practice. For instance, countries like the Philippines, Indonesia, and Malaysia have a solid educational foundation in GCV. Most pioneers there are highly aware of the risks involved in participating in the black market, which allows them to generate a substantial amount of GCV data. As a result, their migration speed is notably fast, and there are many large wallet migrated. To help the CT regain momentum, we all need to cooperate. Engage with the migrated Pi and participate in the GCV barter ecosystem. Be cautious of individuals who aim to deceive you for personal gain; devaluing the Pi often serves as a tactic to exchange something small for your valuable treasure. It's crucial to educate pioneers about the true value of what they hold and encourage them to avoid dishonest practices. I urge everyone to actively participate in partial Pi and partial FIAT barter. The more GCV data we generate, the more secure our wallets will be. Therefore, it's important for everyone to read and share the Pioneer Handbook I wrote which has been translated into 30 languages to raise awareness among pioneers. By learning from the Pioneer Handbook and participating in GCV bartering, we can improve China's migration efforts and foster ecological development. This stability can ensure that the value of our Pi endures for future generations, rather than becoming worthless in a few years. Wouldn't that be something we want to preserve for our children and grandchildren? Today's message is lengthy but very important, and I hope you take the time to understand it. I wish our Guizhou Zunyi Conference great success! Thank you to all GCV Ambassadors, Merchants, and Pioneers for your incredible support! Your efforts today are planting the seeds for a prosperous future, and I hope you find safety and fulfillment in the days to come. May your wishes come true! Wishing you health and happiness! Let’s work together to create a better future! I also hope you all have a joyful Chinese New Year! Doris Yin 🪷🪷🪷 Founder, Global GCV Movement January 12, 2025show more

Brewing a Better Bite of Meat Here’s why we... led the Series A of The Better Meat Co., announced today. I am a meat eater, but I know that eventually, we won't slaughter animals for meat. Although we believe this is inevitable, on Earth and Mars, it takes concerted effort to get us there. And as we saw with electric cars, you have to have a better product to catalyze a change. Saving the world is the byproduct. After investing in some of the pioneers of cellular ag and precision fermentation, we pondered what problem remained unsolved by the mainstream approaches to slaughter-free meat and began a quest for the best cost economics and speed of scaling. For cellular ag and plant-based approaches, cost has been their biggest challenge, and the meat market is highly price elastic. We did a thought experiment: given all of the approaches to alt-protein out there, which will be the lowest cost 50 years from now? We assumed all R&D efforts reach their ultimate end points by then. I think we found the winner: Better Meat goes from seed to harvest in under 17 hours! No plant or animal can compete with that growth rate. The key: growth from cell expansion instead of cell division, part of the magic of the kingdom of fungi. And they have mastered continuous production off simple sugar feedstocks with no waste stream. The only downstream processing is some dehydration. At their current research scale facility, they already beat beef on cost, and soon chicken. Some of the key drivers from their patented process: fastest growth cycle of any organism, continuous production, minimal downstream processing (unlike plant protein isolates, for example, where most of the plant biomass is byproduct), and it’s a nutritious whole food. It’s also shelf stable at room temperature for easy shipping. So, it should scale more rapidly and cost-effectively than other approaches can ever achieve. Oh, and it is delicious and tastes like meat, even better than pure meat in some blended product taste tests (think hamburger or sausage blends). They are a B2B ingredient supplier, and the first to get FDA and USDA approval for blended meat products. The Series A will allow them to scale to tens of millions of pounds of annual production for a number of large food companies. Company: Today’s funding news: • •show more

🚨 I CAN’T BELIEVE THIS IS HAPPENING NOW!! IRAN... HAS JUST FULLY OPENED THE STRAIT OF HORMUZ In just 30 minutes after this post: - OIL dumped -10% - Stocks gained +$800 BILLION - The S&P 500 set new all-time highs The MASSIVE scale of what just happened for global markets is unreal. 20% of global oil supply passes through the STRAIT OF HORMUZ. The effect will be IMMEDIATE and POWERFUL. If you hold any assets: - Stocks - Crypto - Bonds - Gold - Or even the US dollar YOU MUST READ this post before markets explode. Here’s what just happened and what’s next for markets: OIL (Brent/WTI) Expect a sharp collapse in the “risk premium.” If prices were pricing in $25–30 of risk during the blockade, then with free passage, oil could drop 10–15% in a single trading session. And price has already started going down. Oil is now trading at $80. A few weeks ago, it hit an ATH at $120 per barrel. NATURAL GAS (LNG) Qatar is the largest LNG exporter and regains access to European and Asian markets. So that means gas prices in these regions will decrease. For tanker stocks and the insurance sector, this is a moment of truth. FREIGHT RATES The cost of renting tankers and container ships will start to decline. The reason is very simple: the risks of attacks and delays disappear. And now everything returns to the normal scenario. INSURANCE (War Risk Premium) Insurance premiums for ships passing through this region will reset to zero or drop sharply. This reduces the cost of nearly all goods transported by sea. STOCK MARKETS AND MACROECONOMICS This is where the most POWERFUL BULLISH effect lies: INFLATION: Cheap oil = slowing inflation worldwide. This gives central banks (Fed, ECB) a reason to cut interest rates faster. STOCKS (S&P 500, NASDAQ): Markets love stability. The removal of a major war threat in the Persian Gulf is a strong signal to buy risk assets. SHIFT TO “RISK ON” Crypto is the main indicator of investors’ willingness to take risk. When the threat of a global conflict in a key region (Strait of Hormuz) disappears, Capital instantly flows from “safe havens” (gold, US Treasuries) into risk assets. Expectations that the Fed will cut rates faster due to falling inflation (thanks to cheap oil) means there will be more “cheap” money in the system. Crypto loves cheap money. Bitcoin will start rising as a tech asset. Growth in the NASDAQ index (tech) almost always pulls BTC with 2x leverage. This is exactly the time when REAL MONEY is made. And you should track all the updates so you don’t miss the opportunity. But don’t worry, I will keep you updated on everything here. I will post everything before it becomes HEADLINES. When I make my next move, I’ll share it publicly here. Follow and turn on notifications so you don't miss it. Comment "Strategy" and I will send you my guide in DMs. Many people will regret not following me earlier...show more

I’m excited to announce my new role as Growth... Lead at Plume! 🐦‍🔥 6 months ago, I had my first call with Chris Yin and surprisingly, he changed my mind. I was skeptical of a web3-native project trying to bridge the traditional world into ours. His thesis of a permissionless blockchain environment was antithesis to what I believed in at the time. After about 45 minutes of deep discussion, I could finally see it. I dropped all of my other RWA investment prospects and pointed myself towards Plume. From there, things got quiet for a while. Myself and the 280 partners debated the RWA sector as a whole and quietly observed Plume’s progress on the sidelines. Fast forward a few months and I had finally realized a thesis of my own; In crypto, you’ll generally find two key types of participants: speculators and yield chasers. Speculators lower their risk threshold in search of the next 100x, closely following trends and trying to capture opportunities early. It is a game that requires forward-thinking, intuition, and a lot of luck. These people range in financial status, with some looking to make their first bucket of gold, with the others trying to hit another big win and buy their second lambo. Yield chasers are a different breed of folks. They may not want to ape their entire portfolio into memes, rather they enjoy the attractive returns that DeFi offers that they generally wouldn’t be able to find in the traditional world. These folks generally aren’t looking for lambo, but believe that they will still be living well without the stress of going to zero. But as we see every cycle, Bitcoin crashes, DeFi collapses, and another round of fuzzy-haired fellas find their way over to the Metropolitan Detention Centre. Crypto dies, retail gets burned, the regulators swoop in and start raising hell, and the cycle repeats. Why does it have to be this way? Of course market cycles are natural and perhaps healthy, but why the catastrophe at the end each time? There must be a better way. And then it hit me. RWAfi is and always was the answer. The road at the end of all roads. It’s a nice road, paved with the blood, sweat, and tears of those truly trying to connect the entire world to our industry. Whether you made a major bag and want to move into wealth preservation or lost it all and no longer want to live the life of a degenerate gambler and are comfortable with a more stable approach to wealth building, eventually, everyone ends up chasing juicy yields. And we all know that there is only one sector of our industry that can consistently deliver attractive yields through bull and bear. There is only one sector that can support all the TVL that is currently sitting in vaults that are unable to sustain the yields they promised. The nature of the vertical makes it constantly aware of regulatory considerations. RWAfi is a sleeping giant, and not only will it unlock a $400T market, it will also catalyze an incredible amount of growth resembling tens of trillion in newly created value and opportunity. We are so early. That, paired with the incredible team Teddy @shukyeerwa Ivy Kang and the other 40 cracked believers that are pushing beyond their limits is the reason I bet on Plume. We have everything it takes to make it 🤝 I have to give a special shout out to J for how supportive he has been with this move. 280 Capital is married to Plume now and I’m sure we will be collaborating on a lot moving forward. Another shoutout to one of the great minds of this industry JacobK whose conviction in Plume really pushed me to purse this role🙏🏾 Vibes are all-time high with this team, and bring a fresh combination of competence, experience, and true belief in the platform that we are building. Mark my words, Plume will unify the RWAfi sector and pave the way as one of the giants of this industry. Let’s fucking do this. 🐦‍🔥 Goons in complete control.show more

🚀 Introducing EgoExo Forge - built on top of... Rerun, Gradio, and Hugging Face hub (I’ll be in San Francisco July 21–29 — if you’re into robotics, egocentric AI, large-scale data collection, or just want to chat, DM me!) In my opinion, large-scale, diverse, and high-quality data is still the largest bottleneck for generalized robotics deployment. I believe that some version of imitation learning from human examples will be the most scalable + clean way to train humanoid robots 🤖 (similar to what Tesla did for Full Self Driving). Teleop is too expensive to collect a large enough dataset in a reasonable manner, so passive collection via egocentric (and in certain cases, exocentric) views feels like the right bet. Over the past few months, I've been trying to build out the scaffolding for this and using Rerun as my underlying infrastructure. Data being collected needs to be easily inspectable + time series and rerun provides the right tooling for this. My goal is to first build out a ground truth representative dataset from already existing open source data, generate some reasonable baselines, and then go out and collect my own data that adheres to the defined schema. 🔍 Starting with open-source datasets 1. EgoDex from Apple 2. HOCap from Nvidia and the University of Texas at Dallas 3. Assembly101 from Meta All these different datasets have different sensor configurations + annotations, so my goal with egoexo-forge is to have one consistent labeling scheme + data layout. I built a data pipeline that aligns all of the different datasets in one general schema assuming the COCO133 keypoint layout that allows for exo+ego, ego only, or exo only Since the scaffolding is already there, it becomes MUCH easier to add other datasets. So the next ones that I'll be including are HD-EPIC kitchens dataset, HOT3D, and finally my own personal iPhone + insta360 go collection method. Once I have a diverse variety of datasets, I'll double down on what I believe to be the key algorithms required to make useful data for imitation learning 📊 1. Camera Pose estimation via SLAM/SFM for ego perspective (and automatic calibration for exo) 2. Human pose estimation for both egocentric + exocentric views 3. Metric 3D reconstruction + object tracking I'll be setting up reasonable open-source baselines for each of these to validate that these datasets work, and then finally try to use the generated datasets for some imitation learning via the pi0-lerobot repo I've been working on. I plan on making a blog post + providing more info on all of this in the near future so stay tunedshow more

Ola recently announced that they are bringing affordable AI... to Indian developers. 𝐉𝐚𝐫𝐯𝐢𝐬𝐥𝐚𝐛𝐬 an Indian company has been providing affordable GPUs for developers across the globe since 2020. We are a little known, so I want to share our story here. 𝐖𝐡𝐨 𝐰𝐞 𝐚𝐫𝐞 We are bootstrapped, building from the outskirts of Coimbatore. Started as a small team of 4, from humble backgrounds none from IITs/IIMs. Currently, we are a team of 12+. 𝐖𝐡𝐚𝐭 𝐰𝐞 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐝 The cost of hosting GPU servers 4 years back in India was insanely high. We got 2 quotes which charged us Rs. 1.5L for a single server per month. At that cost, it was not practical for us to do the business. So we went to the first principle to build an MVP for a mini data center/server room. For the first few years, we ran all our servers from a room fitted with ACs, a UPS, and a Generator, which experts claimed would not work. As we scaled, we faced the heat of our setup, but by then we accumulated more money than we had. So last year we moved it to a tier 3+ DC near Bangalore. This helped us boost the confidence of our users, as we have redundancy for power, internet, and networking which gives us and our customers a lot of peaceful nights. 𝐖𝐡𝐨 𝐮𝐬𝐞𝐬 𝐉𝐚𝐫𝐯𝐢𝐬𝐥𝐚𝐛𝐬 Developers and artists from across the world have supported us in our journey. Some prominent companies are ZOHO (My inspiration), Weights and Biases, UNC, UpGrad, and many more. 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 We crossed 580K USD in the last financial year, the highest ever in our history. Being bootstrapped, the only way for us to grow is to put all the money back. Our customers are our investors, as a founder I have hardly taken a paycheck for the last 4+ years, since the team also believes in our vision they are happy not taking a fancy cheque. 𝐕𝐢𝐬𝐢𝐨𝐧 As AI evolves, we want to bring the capabilities of AI to users at the lowest prices possible. Being bootstrapped, the only way to survive is to be frugal and disciplined. 𝐇𝐢𝐫𝐢𝐧𝐠 I am proud of our hiring strategy. We hired only freshers to date, and most of our hires do not have a formal degree. They come from rural areas and economically challenged backgrounds. The average age of our new team is 19. They have played an active role in building our V2 of Jarvislabs and improving the product daily. I love to thank everyone for supporting us in our journey. Thanks to Analytics India Magazine, INDIAai, fastai for recognizing us in our early years. If our story resonates with you, Please share our story to inspire others & support our mission. #StartupIndiashow more

Blue-Green Algae at Red Bud Isle☠️🐶 Austin, TX -... Austin Watershed Protection staff have observed thick mats of blue-green algae, some of which may be toxic, notably near Red Bud Isle on Lady Bird Lake and at Walsh Boat Landing on Lake Austin. Samples were collected at all six monitoring sites on the lakes for testing. At this time of year, blue-green algae mats may be present in other parts of either lake and our creeks. Community members should be cautious and avoid contact with algae. They should keep dogs away from water with algae mats. The mats usually look like dark blobs floating on the surface and can be mixes of different kinds of algae. They may be mixed in with aquatic vegetation. As the weather continues to heat up, conditions for algae will become more favorable, and we expect to see more in our waterways. Assess Before You Enter Waterways If any of the following conditions are present, stay out of the water. They could indicate reduced water quality. •Algae along the shoreline •Stagnant, warm or murky water •Scum or surface film. In addition, do not enter the water if there has been rain in the past three days. After Entering the Water •Do not drink water directly from natural water bodies. •Avoid contact with algae. •Rinse skin, hair, and animal fur thoroughly after contact with water. •Do not allow pets to lick their fur before rinsing them off. If you or your pet experiences sudden, unexplained illness after swimming, contact your medical provider or veterinarian immediately. Residents are encouraged to report suspected human or animal illnesses related to algae using the City’s online reporting form. The mats of blue-green algae present at Red Bud Isle are similar in appearance to conditions in May and June in previous years. For the past five years, we have applied lanthanum-modified clay to manage sediment phosphorus in an effort to reduce the growth of algae as part of a $1.5 million pilot program. This year is a control year with no application so we can evaluate the effectiveness of the pilot program and whether it is beneficial to continue investing public funds at the previous level. Algae is not the only risk when spending time on Austin’s waterways. Natural water bodies can contain algae, bacteria, parasites, and other hazards. *Austin Watershed Protectionshow more

AI just hit a wall that no amount of... money can move. The planet itself. There is not enough power, water, or land on Earth to build the data centers the AI race now demands. So the most valuable bet in artificial intelligence is no longer a chip company or a model. It is a rocket company. The plan is to leave. In January, SpaceX filed with the FCC to launch up to 1 million solar-powered data center satellites into orbit. In February it bought xAI, the maker of Grok, folding an entire frontier AI lab into a rocket company in the largest corporate merger ever recorded. On June 8 it unveiled the AI1, a compute satellite with a 70-meter wingspan, wider than a Boeing 747, powered by the sun, cooled by the vacuum of space, and wired to the ground through Starlink. Four days later it went public in the largest IPO in history, near 1.77 trillion dollars, touched 2.1 trillion on its first day, raised close to 86 billion, and made one man the first trillionaire alive. Now read the direction of that merger, because it is the whole story. A rocket company bought the AI lab. Not the reverse. For three years everyone assumed the constraint on AI was chips, or data, or talent. It is none of them anymore. It is energy and heat and dirt. The head of Anthropic said his company grew faster than the exponential, 80 times in a single year, and that is exactly why it ran out of compute. The answer was not to build more data centers in Virginia. It was to leave the atmosphere, where the sun never sets and a solar panel does five times the work. The moat in artificial intelligence is no longer the model. It is the launch. And the first rent is already being paid. A rival lab, Anthropic, is reported to be sending roughly 1.25 billion dollars a month to Musk for compute. Google near 920 million. If intelligence moves to orbit, the company that owns the only affordable road there becomes the landlord of the next layer of the internet, the way one bookstore became the landlord of the cloud. The merger is the proof of concept. The IPO is the war chest. Those monthly checks are the lease. Here is the part the price tag does not want you to read. Close to a trillion dollars of that valuation rests on orbital data centers that do not yet exist, and on a chip factory, Terafab, that SpaceX's own public filing calls a general framework with no binding deal, one that may not achieve commercial viability. Musk said it on camera. This is not a promise. The largest IPO ever written is priced on a future the filing itself cannot verify. The other side is just as real. Compute in orbit costs about four times what it costs on the ground today, and the curve may not cross for fifteen years. The machines that print the chips are backordered for years. Shedding heat in a vacuum at this scale has never been done. Musk's timelines have a long history of meaning later. And Bezos is racing the same orbit with a constellation of 51,600 satellites of his own. But strip it all away and the trade underneath is one sentence. Earth has run out of room for intelligence, and whoever owns the road off the planet owns whatever gets built next. Call it the most expensive science fiction ever sold, or the first time the map of the internet pointed up.show more

CFO: what's with this ad? it has driven ZERO... revenue. are you crazy? CMO: actually, it's one of our best performers CFO: in terms of WHAT? CMO: engagements, especially follows CFO: how does that relate to revenue? we're focused on profit. wasting money doesn't support this focus CMO: look at our results. revenue growth is re-accelerating, and our EBITDA margin is nearly doubling. something's working CFO: no way it's because of this ad CMO: i think it is—not just this ad, but the campaign. it's great for our brand and earning high-quality engagements like follows CFO: heartily disagree. our growth is due to COGS savings and new products CMO: true, but this has also contributed significantly. we've measured how these engagements lead to long-term growth in the types of high-margin purchase behaviors we want more of CFO: what are our "highest-margin purchase behaviors"? CMO: purchases from people who search for our brand name or enter our URL directly. brand is likely the primary purchase driver CFO: fair, but how is that different from ad clicks leading to purchases? CMO: it's different. while both are valuable, purchases from ad clicks often focus on product, price, or promotions, whereas branded searches indicate the brand brand is a bigger driver CFO: are you saying revenue from ad clicks is bad? CMO: not at all. but we've relied too much on purchases via paid clicks to drive growth—nearly all our growth came from them in the last two years CFO: really? hmm. but what's your point? CMO: as shown (shares the measurement data), revenue per session and lifetime value from ad clicks are lower than from branded organic searches CFO: where's this data? why haven't i seen it? CMO: i send it weekly in slack. CFO: (embarrassed) ummm, busted? CMO: all good—maybe now you'll open it. this campaign helps balance our approach, generating an emotional connection and reaching people we'd never hit with our conversion-optimized spend. it fills the funnel in a measurable, precise way. and yes, as an added benefit, it increases our direct response efficiency and effectiveness, but the under-appreciated and more important benefit is that it has measurably driven more of those high-margin purchase behaviors we want CFO: how do you know? CMO: we see how follower growth drives incremental revenue from organic search, direct sessions, and organic social referrals over the following six months. we can quantify revenue and ROAS just like our direct response campaigns CFO: why haven't i seen this data? CMO: it's in the same report i send you weekly CFO: (scans report for two minutes... awkward silence) this is awesome. keep doing what you're doing CMO: (surprised) excuse me? CFO: actually, spend more CMO: well, look at you—this is quite the surprise. appreciate the excitement, but i'm testing and scaling in a way that aligns with the process we follow CFO: let's speed up that process a bit, shall we? CMO: gladlyshow more

Today, we are excited to reveal a partnership with... the @HederaFndn to bring all 400+ Pyth Price Feeds to Hedera 🔮 HLiquity is the first DeFi application on Hedera to be Powered by Pyth. Learn more about this launch below: ℹ️ About the HBAR Foundation The HBAR Foundation supports the creation of Web3 communities built on the Hedera network, by empowering and funding the builders developing these communities. The Foundation's six funds - focused on the Crypto Economy, Consumer Engagement, Sustainability, Fintech, Privacy, and Female Founders - each support communities within those areas, and the interconnectedness enables applications to participate as part of a larger ecosystem. The collective power of these funds enables entrepreneurs, developers, and enterprises of all sizes to tackle some of the world's largest problems and create and control their own economies, all built on the Hedera public network. Whether you're building something new or migrating an existing EVM-based application and community, the HBAR Foundation is here to support you. 🔮 Pyth Data on Hedera The deployment of the Price Feeds and Pyth Benchmarks marks a pivotal moment for the Hedera DeFi ecosystem Pyth Network offers an expansive suite of over 400 real-time price feeds across digital assets, foreign exchange pairs, commodities, equities, and ETFs Developers on Hedera can permissionlessly access any of these data feeds to power their smart contract applications and build out the next generation of blockchain-enhanced financial services As a matter of fact, we’re happy to reveal Swisscoast as the first DeFi app using Pyth Data on Hedera. HLiquity is a decentralized borrowing protocol that allows you to draw interest-free loans against $HBAR. Loans are paid out in $HCHF (a CHF-pegged stable on-chain currency) and must maintain a minimum collateral ratio of 110%. Thanks to Pyth Price Feeds, HLiquity can continuously monitor the current price of HBAR and CHF and ensure that all user vaults and the overall protocol remain over-collateralized 🗣️ Quotes “Public Oracle price feeds are a critical component for growth as lending is often seen as the crux of economic behavior. This infrastructure is a huge milestone to spur the development of innovative financial instruments on Hedera and we are ecstatic to partner with Pyth not only for the incredible tech but our alignment of a long-term strategic vision.” — HBAR Foundation Director of Business Development Grace Pfluger “Embracing Pyth Price Feeds on Hedera with HLiquity showcases a new era of DeFi, ensuring precise and timely collateral valuation for our users. This is a significant milestone for HLiquity, demonstrating our commitment to leveraging cutting-edge technology for enhanced financial solutions.” — Reto Habegger, COO at Swisscoastshow more

OptimAI Lite Node v1.1: Built for Scale, Designed for... You! 💕 In just 2 weeks since the launch, the OptimAI Network has seen explosive growth—130,000+ active node participants powering the future of decentralized AI. With this incredible momentum came a new challenge: ensuring our network could scale seamlessly to support massive concurrent connections and real-time participation. That’s why we’ve rolled out OptimAI Lite Node v1.1—a major upgrade focused on: + Stabilizing infrastructure to handle high traffic from a global community. + Enhancing performance for smoother data mining, validation, and edge compute participation. + Refining user experience with UI updates that make contributing effortless. Every line of code and infrastructure upgrade was made with one goal in mind: to support YOU—the builders, validators, and visionaries of the OptimAI ecosystem. Now’s the time to bring more friends into the journey. 🔥 The more we grow, the smarter and stronger the network becomes—and the greater the rewards. Let’s keep building, validating, scaling. Together we’re not just powering AI—we’re reshaping how it’s built. Join or revisit the node here: 🌐 Chrome Extension: 📱Telegram Mini-App: What’s Coming Next: OptimAI Edge Node & the Rise of Agentic AI 🔸OptimAI Edge Node (Mobile) We’re working hard on the next major release: the Edge Node for mobile, which will allow mining and AI tasks to run in the background—unlocking more earning opportunities and decentralized compute power from your smartphones. 🔸More Task Types & Missions Expect new types of contributions, from AI-enhanced data validation to edge inference and scraping automation—powered by autonomous mining agents. 🔸Expanded Rewards Program As we grow, more reward tiers, bonuses, and campaigns will be introduced. Your participation now paves the way for long-term benefits. Also, do not forget to checkout our article below and learn more about our latest Community Tips & Best Practices!👇 __________________ OptimAI Network #L2 #DePIN Reinforcement Data Network for #Agentic #AI Mine Data. Fuel AI. Earn Rewards. Turn Your Data into Tomorrow’s AI #Agent. Visit our website at:show more

This is Mbare Road, near Majubheki, directly opposite the... Harare Municipal offices yeCouncil ya Mayor of Harare, Jacob Mafume along Remembrance Road. Just a short distance further, another pile of rotting vegetable waste lies unattended. Which waste is Geo Pomona Waste Management Pvt Ltd collecting? Hanzi na 𝑲𝒖𝒅𝒛𝒂𝒊 𝑴𝒖𝒕𝒊𝒔𝒊 plastic is being recycled in Zimbabwe. Zimbabwe’s waste management crisis stems largely from its continued reliance on a linear economic model. While many countries have moved towards circular economies—which minimise material waste, reduce plastic use, promote recycling, and encourage material and container package reuse—Zimbabwe remains trapped in an outdated system. The Environmental Management Agency (EMA) E.M.A has completely failed in its duty to regulate and enforce environmental standards in this country. It needs urgent reforms and be institutionalised as a quasi independent body detached from the Ministry. It needs highly dedicated qualified environmental academics to put forward to government a research paper that transforms Zimbabwe form its linearity into a more circular economy. But the greater responsibility lies with the central government—particularly the Ministry of Finance led by Hon Prof Mthuli Ncube—which appears to lack both the urgency and the understanding required to transition Zimbabwe to a circular economy. This transition is not merely environmental—it is essential for achieving long-term economic efficiency and productivity. The informal sector, while critical to livelihoods, has become a major contributor to urban pollution, discharging large amounts of plastic onto pavements and open spaces. Former industrial zones are now overwhelmed by an influx of cheap Chinese plastic products, including household items and wearables, adding to the country’s plastic burden. Waste management under a linear economy comes at an unsustainable cost. Millions spent on road construction and repair are lost with every rainy season, as clogged drains prevent proper water runoff. Rainwater pools into potholes or flows along road surfaces, eroding the tarmac and damaging infrastructure. Zimbabwe is drowning in plastic—and no one appears to be paying attention. The clogged drainage systems are a primary cause of deteriorating roads, and these poor roads are now impeding economic activity across urban centres. Zimbabwe must modernise and align with global economic and environmental trends—or risk deeper collapse.show more

It’s been a year since the company I helped... start shut down. It was one of those ideas that felt truly “net-positive” for the world, and truly helped people on a personal level. So, over this last year I worked on 2 things — searching for an idea that feels net-positive and something people could connect with on a deep, personal level. That led me to build + launch 2 apps at the beginning of the year: 1. Lyrics: Daily Music Widget - an app that shows you song lyrics from your favorite artists, right on your home screen 2. one year - another app that shows how many days of growth you’ve had in a year Both of these apps had their ups and downs, but they made me realize some pretty cool things: - I want my apps to feel great to use - I want me apps to do one thing really well - I want my apps to feel like a human made them - and, I want my apps to always be made with other people So, two months ago I took those concepts, went to visit in SF, and started on an idea that I truly felt could change the way people live their daily lives. And, it’s launching today. This is Find Your Faith, an iPhone app that helps you discover a spiritual path that resonates with you, or helps you dive deeper into a faith you already practice. We started this as a way to help us with our own spiritual journeys. We wanted to explore different faiths in a way that was authentic to us. The beauty about spirituality is there is no deadline on when you should “figure out what you believe in” lol. It’s really something to check in on during the different seasons of your life. And, there isn’t just one way to do it. Some people may enjoy reading religious text, or others may prefer being in the presence of something greater than them. At the end of the day, these are just ways to give yourself the space to explore really tough questions and concepts. That’s what Find Your Faith (or fyf) does — helps you understand where you are on your journey, no matter where you may be, and gives you the space to sit in these questions every day. This is just the beginning for us, and hope you enjoy it as much as we enjoyed building it :).show more