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Discovered Materials' Akash Ramdas breaks down why copper has hit a physics-based limit for chips: "We all learn resistors, how they prevent current flow, and we always learn there is a specific resistance, so every material has a specific resistance value. But that's not exactly precisely true." "As you...

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The largest opportunities are created when there's a big mismatch between fundamental growth and the current token price. That's what I call a divergence and that's when you can value invest into an asset. $SUI is one of those assets. The current sentiment surrounding $SUI isn't the sentiment that it will be in a year from now. I spoke about this at $SUI basecamp a few weeks ago as one of the most essential ways on how you could invest into these markets. The prime example: the growth of tokenization. Tokenization started to accelerate at the end of 2025 already, but yet, underlying tokens haven't really picked up momentum at all. Still, today, the fair value of those tokens are significantly higher than the current value. When it comes to $SUI, there's clearly a mismatch between what the team is building and the current sentiment. The TAM of their product is infinite. Why? AI Agents and the Agentic Economy doesn't have a max cap. Everyone can build an infinite amount of agents to process payments and to do work for them. It's all about the infrastructure that's building the payment rails for them in order to be making sure that those agents can do their part. That's why confidential payments, free transactions on scalable payment rails are so important. One thing made me clear from the event in Singapore is that this is what $SUI is building for and almost everyone has no clue of what's here to come. A strong vision and, I think, a strong road to go for. That's why it has also become one of my anchors in my #Altcoin portfolio.

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Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."

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William Hockey (William Hockey) on why SF has a consensus problem: "I'm a product of Silicon Valley. I started Plaid back in 2012. I've been there since I was 21, and it's very easy to stay in Silicon Valley. But you can start to get isolated and get very consensus focused. San Francisco is probably the most consensus place I've ever been to. That is both a huge crutch for us, but it's also probably the most valuable asset. As a founder, if you're building in something that SF believes is very consensus, but the world does not believe yet, that's actually a great operating environment. That's why Silicon Valley and SF are so dynamic and we're so in front of the curve. But we also have completely lost touch with how the rest of the world operates. Even how the everyday American operates. So I think it's very important to go to places that don't have that same bias. If you think about emerging markets specifically – the founders who build there, they're the everyday people, they live in this constrained society. They're constrained in a way that San Francisco and New York isn't. And that breeds a different type of creativity, it breeds a different type of innovation that you really can't get anywhere else. If you go to talk to people in London or Vienna or San Francisco, people are living in a world of abundance. And that causes a very specific creation cycle. SF and Silicon Valley are probably more akin to Wall Street in the 1990s than they are like a research lab in Cambridge in like the 1950s. Maybe that was Silicon Valley in the 90s, but it's not anymore."

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