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“The AI revolution doesn’t get there without human-proof authentication” Dan Ives says $ORBS is building the core infrastructure for the AI future, aiming to hold 800 million $WLD tokens as part of its ‘Power of 8’ strategy

Treasury Edge

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Dan Ives believes “Worldcoin will be the de facto sign-on for AI.” He compares it to the early days of PayPal, Tesla, Palantir, Apple, and Nvidia. 📈 $ETH $BMNR $WLD $ORBS

Dan Ives believes “Worldcoin will be the de facto sign-on for AI.” He compares it to the early days of PayPal, Tesla, Palantir, Apple, and Nvidia. 📈 $ETH $BMNR $WLD $ORBS

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"There's going to be more stuff generated by AI than by humans." - Sam Altman The solution: World's Proof of Human verifies every user is a unique human, not an AI agent. $WLD powers the network. $ORBS holds 283M $WLD, ~8.53% of circulating supply, the largest publicly disclosed institutional position globally.

"There's going to be more stuff generated by AI than by humans." - Sam Altman The solution: World's Proof of Human verifies every user is a unique human, not an AI agent. $WLD powers the network. $ORBS holds 283M $WLD, ~8.53% of circulating supply, the largest publicly disclosed institutional position globally.

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🚨BREAKING: Dan Ives on $IREN " $IREN is another core power play that we are bullish on." "We are now entering the energy piece of this AI revolution”

🚨BREAKING: Dan Ives on $IREN " $IREN is another core power play that we are bullish on." "We are now entering the energy piece of this AI revolution”

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Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

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"This software sell-off will go down as a generational opportunity to own some of the stalwarts because, look, they're going to be a core part of the [AI] use cases," Wedbush Securities analyst Dan Ives says.

"This software sell-off will go down as a generational opportunity to own some of the stalwarts because, look, they're going to be a core part of the [AI] use cases," Wedbush Securities analyst Dan Ives says.

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"For the first time in 30 years, the US is ahead of China when it comes to tech because of this AI revolution," Dan Ives says. "I view this as sort of a Fourth Industrial Revolution, and I think the Street is continuing to massively underestimate what the demand looks like."

"For the first time in 30 years, the US is ahead of China when it comes to tech because of this AI revolution," Dan Ives says. "I view this as sort of a Fourth Industrial Revolution, and I think the Street is continuing to massively underestimate what the demand looks like."

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$IREN was selected by Dan Ives as one of 4 companies to power the 4th Industrial Revolution. I bet Dan is bullish on the future of the company more than the current 3GW capacity and the recent deal.

$IREN was selected by Dan Ives as one of 4 companies to power the 4th Industrial Revolution. I bet Dan is bullish on the future of the company more than the current 3GW capacity and the recent deal.

The Tech Investor

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$ORBS Eightco, $WLD Worldcoin, & $BMNR BitMine - The Unrealized New Economy & Ecosystem 🚀 VIDEO ANALYSIS The $WLD Worldcoin “Lift Off” event was MASSIVE for proof-of-human tech! Key drops: • World ID 4.0: better privacy, scalability + “Selfie Check” • Major partnerships: Tinder $MTCH, Zoom $ZM, DocuSign $DOCU, Shopify $SHOP, Coinbase $COIN & more • Full-stack human verification for AI agents, dating, concerts, payments & enterprise Here’s how $BMNR & $ORBS are perfectly positioned to capture it: The $BMNR & $ORBS × Worldcoin Ethereum Map - UPDATED 🔥 $BMNR and $ORBS are quietly building one of the largest public positions in Worldcoin’s Proof of Human (PoH) thesis while holding a massive Ethereum treasury and investing into MrBeast, OpenAI & next-gen fintech — creating a powerful world-changing ecosystem for the Future of Finance and PoH. Here’s the full map: • Ethereum → $BMNR: Holds ~4.875M ETH (~4.04% of total supply) • $BMNR → $ORBS: $155M+ leading investor • $BMNR → MrBeast / Beast Industries: $200M direct equity investment • $ORBS → OpenAI: $90M total (~30% of treasury) • $ORBS → Worldcoin ($WLD): Holds ~277M WLD (~9% of supply) • $ORBS → MrBeast / Beast Industries: $25M investment • OpenAI ↔ Worldcoin: Sam Altman (Sam Altman) co-founder + partnership talks • MrBeast / Beast Industries → Step: 100% acquisition (Feb 2026) • Step → Ethereum: Planned blockchain / DeFi / ETH integration 🔥 $ORBS + $WLD: Proof-of-Human Flywheel Worldcoin just landed major new partnerships with Zoom, DocuSign & Tinder — huge enterprise + consumer use cases for human verification in the AI age. $ORBS is the largest disclosed public holder (~9% of supply) and the anchor of the entire World ID thesis. This is an unrealized new economy. One ETH treasury → AI + Digital Identity + Creator Economy → real on-chain activity & gas fees flowing into Ethereum. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee is Chairman of $BMNR and Board Director at $ORBS #Ethereum #Worldcoin #ORBS #ProofOfHuman $ORBS $WLD $BMNR $ETH

$ORBS Eightco, $WLD Worldcoin, & $BMNR BitMine - The Unrealized New Economy & Ecosystem 🚀 VIDEO ANALYSIS The $WLD Worldcoin “Lift Off” event was MASSIVE for proof-of-human tech! Key drops: • World ID 4.0: better privacy, scalability + “Selfie Check” • Major partnerships: Tinder $MTCH, Zoom $ZM, DocuSign $DOCU, Shopify $SHOP, Coinbase $COIN & more • Full-stack human verification for AI agents, dating, concerts, payments & enterprise Here’s how $BMNR & $ORBS are perfectly positioned to capture it: The $BMNR & $ORBS × Worldcoin Ethereum Map - UPDATED 🔥 $BMNR and $ORBS are quietly building one of the largest public positions in Worldcoin’s Proof of Human (PoH) thesis while holding a massive Ethereum treasury and investing into MrBeast, OpenAI & next-gen fintech — creating a powerful world-changing ecosystem for the Future of Finance and PoH. Here’s the full map: • Ethereum → $BMNR: Holds ~4.875M ETH (~4.04% of total supply) • $BMNR → $ORBS: $155M+ leading investor • $BMNR → MrBeast / Beast Industries: $200M direct equity investment • $ORBS → OpenAI: $90M total (~30% of treasury) • $ORBS → Worldcoin ($WLD): Holds ~277M WLD (~9% of supply) • $ORBS → MrBeast / Beast Industries: $25M investment • OpenAI ↔ Worldcoin: Sam Altman (Sam Altman) co-founder + partnership talks • MrBeast / Beast Industries → Step: 100% acquisition (Feb 2026) • Step → Ethereum: Planned blockchain / DeFi / ETH integration 🔥 $ORBS + $WLD: Proof-of-Human Flywheel Worldcoin just landed major new partnerships with Zoom, DocuSign & Tinder — huge enterprise + consumer use cases for human verification in the AI age. $ORBS is the largest disclosed public holder (~9% of supply) and the anchor of the entire World ID thesis. This is an unrealized new economy. One ETH treasury → AI + Digital Identity + Creator Economy → real on-chain activity & gas fees flowing into Ethereum. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee is Chairman of $BMNR and Board Director at $ORBS #Ethereum #Worldcoin #ORBS #ProofOfHuman $ORBS $WLD $BMNR $ETH

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$IREN was selected by Dan Ives as one of 4 companies to power the 4th Industrial Revolution. I bet Dan is bullish on the future of the multi GW pipeline more than the current 3GW capacity and the recent deal.

$IREN was selected by Dan Ives as one of 4 companies to power the 4th Industrial Revolution. I bet Dan is bullish on the future of the multi GW pipeline more than the current 3GW capacity and the recent deal.

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"There's one chip fueling the AI revolution and that's Nvidia," Wedbush Securities' Dan Ives says, adding: "Investors are starting to recognize we haven't even seen the biggest growth driver yet of AI."

"There's one chip fueling the AI revolution and that's Nvidia," Wedbush Securities' Dan Ives says, adding: "Investors are starting to recognize we haven't even seen the biggest growth driver yet of AI."

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All the trillions being spent on AI will bottleneck on auth & ID. Apple & Google can’t catch Sam Altman. Worldcoin today = Nvidia in 2022. 🤯 Dan Ives Chairman of $ORBS / $WLD Treasury

All the trillions being spent on AI will bottleneck on auth & ID. Apple & Google can’t catch Sam Altman. Worldcoin today = Nvidia in 2022. 🤯 Dan Ives Chairman of $ORBS / $WLD Treasury

SamAlτcoin.eth ☀️

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WATCH: Tesi Rusagara, Rwanda’s State Minister for Resource Mobilisation & Public Investment, stresses the importance of building robust infrastructure and engaging the private sector to fully harness the power of the AI revolution.

WATCH: Tesi Rusagara, Rwanda’s State Minister for Resource Mobilisation & Public Investment, stresses the importance of building robust infrastructure and engaging the private sector to fully harness the power of the AI revolution.

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"My view is that Musk is going to be a part of the AI future in the US," Wedbush Securities managing director Dan Ives says. However, further involvement in US politics is a "lose-lose situation."

"My view is that Musk is going to be a part of the AI future in the US," Wedbush Securities managing director Dan Ives says. However, further involvement in US politics is a "lose-lose situation."

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Dan Ives, Wedbush Securities global head of tech research, questions if Tim Cook is the right person to lead Apple in the AI revolution

Dan Ives, Wedbush Securities global head of tech research, questions if Tim Cook is the right person to lead Apple in the AI revolution

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Chamath says AI infrastructure is driving an off-grid energy revolution as hyperscalers bypass grid bottlenecks with behind-the-meter power. He says co-location with dedicated power sources is emerging as the solution when the grid can’t meet AI demand.

Chamath says AI infrastructure is driving an off-grid energy revolution as hyperscalers bypass grid bottlenecks with behind-the-meter power. He says co-location with dedicated power sources is emerging as the solution when the grid can’t meet AI demand.

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“If Lisa Su is flying the plane, I'm in 3A feeling really good watching Netflix, because the reality is that they are going to be a core player in this next stage of the AI revolution,” Wedbush Securities managing director Dan Ives says on AMD.

“If Lisa Su is flying the plane, I'm in 3A feeling really good watching Netflix, because the reality is that they are going to be a core player in this next stage of the AI revolution,” Wedbush Securities managing director Dan Ives says on AMD.

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We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

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