Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Zach Rynes explains what the LayerZero exploit actually revealed and why $4 billion moved to CCIP in a month: "$4 billion in cross-chain token value migrated from LayerZero to CCIP in the past month. Kraken, Lombard, Solve, KelpDAO. The exploit was a wake-up call." "LayerZero is DIY. You configure...

therollupco's profile picture

The Rollup

57,699 subscribers

48,151 görüntüleme • 2 ay önce •via X (Twitter)

Haberler & PolitikaBilim & TeknolojiFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

$7.2 billion has now fled LayerZero for Chainlink Per CoinDesk, more than $7.2B in cross-chain assets have migrated to Chainlink CCIP since May. Kelp moved $1.5B after its $292M bridge exploit, followed by Lombard, Solv, Virtuals, Kraken's wrapped assets, and now Mantle's $2.5B Super Portal. Every CCIP lane is secured by 16+ independent node operators. Security is winning the interoperability war. $LINK
0:34

$7.2 billion has now fled LayerZero for Chainlink Per CoinDesk, more than $7.2B in cross-chain assets have migrated to Chainlink CCIP since May. Kelp moved $1.5B after its $292M bridge exploit, followed by Lombard, Solv, Virtuals, Kraken's wrapped assets, and now Mantle's $2.5B Super Portal. Every CCIP lane is secured by 16+ independent node operators. Security is winning the interoperability war. $LINK

BSCN

34,924 görüntüleme • 28 gün önce

Virtuals Protocol is officially migrating to Chainlink CCIP. For agent infrastructure, 99% security is not enough. As part of hardening our infrastructure, we are upgrading our cross-chain stack from LayerZero to Chainlink CCIP. We have evaluated that CCIP strengthens the foundation behind Virtuals with the highest level of cross-chain security as we build the trusted economic layer for agents. This enables the most secure agent infrastructure stack to enable agents to manage inference, cards, email, payments, services, commerce, and onchain value.
0:35

Virtuals Protocol is officially migrating to Chainlink CCIP. For agent infrastructure, 99% security is not enough. As part of hardening our infrastructure, we are upgrading our cross-chain stack from LayerZero to Chainlink CCIP. We have evaluated that CCIP strengthens the foundation behind Virtuals with the highest level of cross-chain security as we build the trusted economic layer for agents. This enables the most secure agent infrastructure stack to enable agents to manage inference, cards, email, payments, services, commerce, and onchain value.

Virtuals Protocol

169,918 görüntüleme • 2 ay önce

Chainlink might have had the best Q2 of any crypto platform... Between April and June of 2026 Chainlink saw some serious growth: - Reached $110 billion in total value secured. - $7+ billion in crypto migrated to using $LINK's cross-chain interoperability protocol (CCIP). - Chainlink Reserve grew to more than 4.5 million $LINK. - Chainlink oracles reached over $32 billion in transaction value enabled. ... and this is before you get to one-off collaborations like the one with Depository Trust & Clearing Corporation.
0:20

Chainlink might have had the best Q2 of any crypto platform... Between April and June of 2026 Chainlink saw some serious growth: - Reached $110 billion in total value secured. - $7+ billion in crypto migrated to using $LINK's cross-chain interoperability protocol (CCIP). - Chainlink Reserve grew to more than 4.5 million $LINK. - Chainlink oracles reached over $32 billion in transaction value enabled. ... and this is before you get to one-off collaborations like the one with Depository Trust & Clearing Corporation.

BSCN

31,798 görüntüleme • 12 gün önce

The Chainlink CCIP SDK is now live and ready to turbocharge cross-chain development: ⬡ Integrate CCIP in just a few lines of code ⬡ Use developer tools you already know ⬡ Leverage Chainlink’s defense-in-depth security The software development kit streamlines cross-chain development by allowing developers to use JavaScript to integrate Chainlink CCIP and create a token transfer frontend dApp with just a few lines of code. Developers are empowered to build with tools they already know and use daily, as the CCIP SDK UI components are built on top of the leading Web3 development framework Wagmi. This provides easy access to the standard for cross-chain interoperability, enabling devs to build secure solutions underpinned by CCIP’s level-5 security. Read the docs:
0:37

The Chainlink CCIP SDK is now live and ready to turbocharge cross-chain development: ⬡ Integrate CCIP in just a few lines of code ⬡ Use developer tools you already know ⬡ Leverage Chainlink’s defense-in-depth security The software development kit streamlines cross-chain development by allowing developers to use JavaScript to integrate Chainlink CCIP and create a token transfer frontend dApp with just a few lines of code. Developers are empowered to build with tools they already know and use daily, as the CCIP SDK UI components are built on top of the leading Web3 development framework Wagmi. This provides easy access to the standard for cross-chain interoperability, enabling devs to build secure solutions underpinned by CCIP’s level-5 security. Read the docs:

Chainlink

78,579 görüntüleme • 1 yıl önce

Chainlink has enabled $8.23 trillion in transactions in the past year. Chainlink's oracles have powered more than $8 trillion worth of blockchain transactions in the past year alone. The current metric stands at some $30.31 trillion, up from $22.08 trillion in May 2025. $LINK recently announced that its CCIP and data feeds have also secured a staggering $110 billion in value. Though the price of $LINK may not show it, Chainlink is having an absolutely mental 2026.
0:20

Chainlink has enabled $8.23 trillion in transactions in the past year. Chainlink's oracles have powered more than $8 trillion worth of blockchain transactions in the past year alone. The current metric stands at some $30.31 trillion, up from $22.08 trillion in May 2025. $LINK recently announced that its CCIP and data feeds have also secured a staggering $110 billion in value. Though the price of $LINK may not show it, Chainlink is having an absolutely mental 2026.

BSCN

14,600 görüntüleme • 2 ay önce

The 2008 financial crisis led to the creation of Bitcoin because toxic assets were created by a poorly managed financial system that left society with the costs. We have an opportunity to build a better financial system that is cryptographically guaranteed, transparent, and gives control of risk over to the parties that it affects most. Our work on Chainlink and CCIP seeks to accelerate the speed at which this world happens on-chain. From secure data delivery to decentralized compute and now cross-chain interoperability, Chainlink is protecting dApps and their end users to deliver the true value of smart contracts and DeFi: a fair, transparent and largely derisked global financial system. As CCIP becomes the most widely used connectivity standard, we will initially see two largely separate on-chain networks of value: one for institutional/bank chains and the existing public blockchain DeFi ecosystem. CCIP will eventually merge these two large ecosystems into a single on-chain financial system that secures the world’s value on the Internet of Contracts. Presentation: Slides:
2:46

The 2008 financial crisis led to the creation of Bitcoin because toxic assets were created by a poorly managed financial system that left society with the costs. We have an opportunity to build a better financial system that is cryptographically guaranteed, transparent, and gives control of risk over to the parties that it affects most. Our work on Chainlink and CCIP seeks to accelerate the speed at which this world happens on-chain. From secure data delivery to decentralized compute and now cross-chain interoperability, Chainlink is protecting dApps and their end users to deliver the true value of smart contracts and DeFi: a fair, transparent and largely derisked global financial system. As CCIP becomes the most widely used connectivity standard, we will initially see two largely separate on-chain networks of value: one for institutional/bank chains and the existing public blockchain DeFi ecosystem. CCIP will eventually merge these two large ecosystems into a single on-chain financial system that secures the world’s value on the Internet of Contracts. Presentation: Slides:

Sergey Nazarov

181,997 görüntüleme • 3 yıl önce

🚨XRPL ENGINEERS WORKED ON BITCOIN!! #XRP IS BITCOIN 2.0! THE LEADING DEFI PROJECT ON THE XRPL, CTF TOKEN, IS ON THE VERGE OF A MASSIVE BREAKOUT!! JUST TAKE A LOOK AT THE EXTREME SCARCITY OF CTF TOKENS—ONLY 120 MILLION IN CIRCULATION! THIS SUPPLY IS MINUSCULE!! NOW, PICTURE A $20 BILLION MARKET CAP—THIS COULD CATAPULT CTF TOKEN FROM $0.75 TO A WHOPPING $748.50 PER TOKEN!!! A $20 BILLION CAP IS ACTUALLY LESS THAN A QUARTER OF XRP'S CURRENT MARKET VALUE!! TRADE CTF TOKEN HERE: CTF TOKEN ON MEXC: Official Website:
0:30

🚨XRPL ENGINEERS WORKED ON BITCOIN!! #XRP IS BITCOIN 2.0! THE LEADING DEFI PROJECT ON THE XRPL, CTF TOKEN, IS ON THE VERGE OF A MASSIVE BREAKOUT!! JUST TAKE A LOOK AT THE EXTREME SCARCITY OF CTF TOKENS—ONLY 120 MILLION IN CIRCULATION! THIS SUPPLY IS MINUSCULE!! NOW, PICTURE A $20 BILLION MARKET CAP—THIS COULD CATAPULT CTF TOKEN FROM $0.75 TO A WHOPPING $748.50 PER TOKEN!!! A $20 BILLION CAP IS ACTUALLY LESS THAN A QUARTER OF XRP'S CURRENT MARKET VALUE!! TRADE CTF TOKEN HERE: CTF TOKEN ON MEXC: Official Website:

JackTheRippler ©️

65,557 görüntüleme • 1 yıl önce

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲
1:36

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲

Tanz Cho 💹🧲

12,238 görüntüleme • 24 gün önce

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 görüntüleme • 2 ay önce

This is insane “Food stamp spending was just $4.5 billion in December of 2019 By December 2022, thanks to a massive expansion by the Biden Admin, food stamp spending was $11 billion per month” $11 billion PER MONTH feeding mainly illegals Democrats dumped into America “That's a lot of new artificially subsidized demand. And guess what? In that same period, grocery prices went up. By some estimates, food prices go up by 1% for every 12% increase in food stamp spending. In this case, we're looking at a percentage increase of nearly 150%. So you could do the math on that. It's more than a 10% increase in your grocery bill every single month. What this means is that if you're a working American and you're not on food stamps, meaning you are a functional citizen who is taking care of yourself and your own family, you are a functional contributing citizen. What that means is you are actually paying against your will for other people's groceries twice. You're paying when the government takes the money out of your paycheck And then you're paying again every time you buy groceries for yourself.”
3:31

This is insane “Food stamp spending was just $4.5 billion in December of 2019 By December 2022, thanks to a massive expansion by the Biden Admin, food stamp spending was $11 billion per month” $11 billion PER MONTH feeding mainly illegals Democrats dumped into America “That's a lot of new artificially subsidized demand. And guess what? In that same period, grocery prices went up. By some estimates, food prices go up by 1% for every 12% increase in food stamp spending. In this case, we're looking at a percentage increase of nearly 150%. So you could do the math on that. It's more than a 10% increase in your grocery bill every single month. What this means is that if you're a working American and you're not on food stamps, meaning you are a functional citizen who is taking care of yourself and your own family, you are a functional contributing citizen. What that means is you are actually paying against your will for other people's groceries twice. You're paying when the government takes the money out of your paycheck And then you're paying again every time you buy groceries for yourself.”

Wall Street Apes

1,210,797 görüntüleme • 9 ay önce

Great infrastructure is what underpins the technological trends that consumers/users end up experiencing in their daily lives, it will be the same for Web3. Web2 applications like Uber are a great example of how infrastructure has shaped Web2. This breakthrough ridesharing application wouldn’t have initially been possible without the infrastructure provided by Twilio APIs to message users, Google Maps to see location data, and payments APIs to pay drivers. The same story is now unfolding for Web3 applications enabled to come into existence by Chainlink. When Chainlink launched, DeFi had less value than what one application in DeFi holds today. With access to secure and reliable price data via Chainlink, DeFi grew to over $200 billion in just a few years; There is a clear pattern between the launch of oracle networks and the growth of advanced applications on a blockchain: Developers can’t build truly “smart” contract applications without the oracle infrastructure that Chainlink provides. As the Chainlink platform has expanded, I’ve been excited by the sheer amount of advanced features that developers are now able to put into their smart contracts by using Chainlink. It’s clear to me that giving Web3 developers reliable and extensive infrastructure is the best way to unlock the next leap forward for our industry and for the creation of a cryptographic truth-powered society. API and cross-chain connectivity through oracle advancements such as Chainlink Functions and CCIP represent additional new building blocks for the next wave of Web3 apps. CCIP is also something we are actively working with the capital markets/banking industry on adopting for enabling their systems to efficiently interact with hundreds of blockchains via a single integration. When Chainlink enables all the world’s systems to efficiently connect to multiple chains through a single, cryptographically-secured interface is when we will all see a large acceleration in the value that flows into our industry and the widespread adoption which that leads to. Thank you to Jacquelyn Melinek for hosting me on TechCrunch’s Chain reaction podcast, where I explore these concepts in more depth:
1:22

Great infrastructure is what underpins the technological trends that consumers/users end up experiencing in their daily lives, it will be the same for Web3. Web2 applications like Uber are a great example of how infrastructure has shaped Web2. This breakthrough ridesharing application wouldn’t have initially been possible without the infrastructure provided by Twilio APIs to message users, Google Maps to see location data, and payments APIs to pay drivers. The same story is now unfolding for Web3 applications enabled to come into existence by Chainlink. When Chainlink launched, DeFi had less value than what one application in DeFi holds today. With access to secure and reliable price data via Chainlink, DeFi grew to over $200 billion in just a few years; There is a clear pattern between the launch of oracle networks and the growth of advanced applications on a blockchain: Developers can’t build truly “smart” contract applications without the oracle infrastructure that Chainlink provides. As the Chainlink platform has expanded, I’ve been excited by the sheer amount of advanced features that developers are now able to put into their smart contracts by using Chainlink. It’s clear to me that giving Web3 developers reliable and extensive infrastructure is the best way to unlock the next leap forward for our industry and for the creation of a cryptographic truth-powered society. API and cross-chain connectivity through oracle advancements such as Chainlink Functions and CCIP represent additional new building blocks for the next wave of Web3 apps. CCIP is also something we are actively working with the capital markets/banking industry on adopting for enabling their systems to efficiently interact with hundreds of blockchains via a single integration. When Chainlink enables all the world’s systems to efficiently connect to multiple chains through a single, cryptographically-secured interface is when we will all see a large acceleration in the value that flows into our industry and the widespread adoption which that leads to. Thank you to Jacquelyn Melinek for hosting me on TechCrunch’s Chain reaction podcast, where I explore these concepts in more depth:

Sergey Nazarov

316,490 görüntüleme • 3 yıl önce

Gazprom, 2006 Market value: 301 billion US dollars. Gazprom, 2016 Market value: 50 billion US dollars; Putin insists that Gazprom is undervalued. Gazprom, 2026 Market value: 37 billion US dollars; Putin no longer mentions Gazprom. The entire essence of the Putin economy, summed up in a single company. This is no coincidence; it is the core of the Putin economy: resource capitalism under authoritarian control. While it stabilized Russia and brought it wealth in the 2000s (driven by high prices), it also exacerbated structural weaknesses. Loyalty, control, and geopolitics dominate over institutions and private enterprise—with the result that a once-colossal company is now a shadow of its former self. Under Putin, Russia is becoming an economic dwarf.
0:20

Gazprom, 2006 Market value: 301 billion US dollars. Gazprom, 2016 Market value: 50 billion US dollars; Putin insists that Gazprom is undervalued. Gazprom, 2026 Market value: 37 billion US dollars; Putin no longer mentions Gazprom. The entire essence of the Putin economy, summed up in a single company. This is no coincidence; it is the core of the Putin economy: resource capitalism under authoritarian control. While it stabilized Russia and brought it wealth in the 2000s (driven by high prices), it also exacerbated structural weaknesses. Loyalty, control, and geopolitics dominate over institutions and private enterprise—with the result that a once-colossal company is now a shadow of its former self. Under Putin, Russia is becoming an economic dwarf.

Jürgen Nauditt 🇩🇪🇺🇦

94,824 görüntüleme • 1 ay önce

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!
1:04

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!

Milk Road AI

28,622 görüntüleme • 2 ay önce

LayerZero Fought the Sybils and Airdropped Its Token. Did the Team Win? After LayerZero’s token generation event (TGE), Bryan Pellegrino (Bryan Pellegrino (臭企鹅)) joined the show to talk about: 🛡️ The anti-Sybil campaign and its challenges 🔍 Why they offered a self-report option 🫵 Why they required a donation to claim ZRO 😱 The drop in LayerZero's activity 🔮 Future plans for airdrops and network growth Timestamps: 🔹 00:00 Introduction 🔹 01:23 Why LayerZero launched an anti-Sybil campaign with its airdrop, and what challenges they faced in ensuring genuine user participation 🔹 04:51 Why LayerZero offered a self-report option for Sybil attackers, and how this strategy revealed both the complexities and the creativity within the crypto community 🔹 10:16 How the anti-Sybil campaign uncovered over a million fraudulent accounts 🔹 14:34 What Bryan would have done differently in their campaign 🔹 17:18 What alternative methods, such as KYC and proof-of-humanity protocols, LayerZero could have used for their anti-Sybil campaign 🔹 18:35 How LayerZero navigated the cat-and-mouse game with industrial airdrop farmers 🔹 23:08 Why they decided to impose a donation to Protocol Guild to claim the ZRO token 🔹 32:07 What caused the dramatic drop in LayerZero's activity post-announcement of their anti-Sybil campaign, and why the team is optimistic despite the decline 🔹 35:23 LayerZero's plans for future airdrops 🔹 38:40 What Bryan thinks the future holds for airdrops in crypto, and how the current broken system can be improved to achieve better distribution and user engagement
41:57

LayerZero Fought the Sybils and Airdropped Its Token. Did the Team Win? After LayerZero’s token generation event (TGE), Bryan Pellegrino (Bryan Pellegrino (臭企鹅)) joined the show to talk about: 🛡️ The anti-Sybil campaign and its challenges 🔍 Why they offered a self-report option 🫵 Why they required a donation to claim ZRO 😱 The drop in LayerZero's activity 🔮 Future plans for airdrops and network growth Timestamps: 🔹 00:00 Introduction 🔹 01:23 Why LayerZero launched an anti-Sybil campaign with its airdrop, and what challenges they faced in ensuring genuine user participation 🔹 04:51 Why LayerZero offered a self-report option for Sybil attackers, and how this strategy revealed both the complexities and the creativity within the crypto community 🔹 10:16 How the anti-Sybil campaign uncovered over a million fraudulent accounts 🔹 14:34 What Bryan would have done differently in their campaign 🔹 17:18 What alternative methods, such as KYC and proof-of-humanity protocols, LayerZero could have used for their anti-Sybil campaign 🔹 18:35 How LayerZero navigated the cat-and-mouse game with industrial airdrop farmers 🔹 23:08 Why they decided to impose a donation to Protocol Guild to claim the ZRO token 🔹 32:07 What caused the dramatic drop in LayerZero's activity post-announcement of their anti-Sybil campaign, and why the team is optimistic despite the decline 🔹 35:23 LayerZero's plans for future airdrops 🔹 38:40 What Bryan thinks the future holds for airdrops in crypto, and how the current broken system can be improved to achieve better distribution and user engagement

Laura Shin

147,495 görüntüleme • 2 yıl önce

🚨BREAKING!!! Cardano isn’t just one chain anymore. We have 4 partner chains bringing unique value and use cases to the ecosystem. 1 launched on mainnet Midnight 3 partner chains are now actively building: • Materios Network (gaming + DeFi) • Vola Network (DePIN + storage) • Charli3 Oracles 📍Reliable, Secure, Trusted (oracle data) Built on Substrate + IOG integration layers. Secured via Cardano stake pools. This is the next phase of the ecosystem. Coupling this with Pyth Network 🔮 oracles, LayerZero interconnectivity, Dune analytics, Circle USDCx and selective disclosure transactions with Midnight, we're in for a crazy year!
8:34

🚨BREAKING!!! Cardano isn’t just one chain anymore. We have 4 partner chains bringing unique value and use cases to the ecosystem. 1 launched on mainnet Midnight 3 partner chains are now actively building: • Materios Network (gaming + DeFi) • Vola Network (DePIN + storage) • Charli3 Oracles 📍Reliable, Secure, Trusted (oracle data) Built on Substrate + IOG integration layers. Secured via Cardano stake pools. This is the next phase of the ecosystem. Coupling this with Pyth Network 🔮 oracles, LayerZero interconnectivity, Dune analytics, Circle USDCx and selective disclosure transactions with Midnight, we're in for a crazy year!

Pete | Beware of Scammers

16,585 görüntüleme • 3 ay önce

🚀 $TRUMP landing on #TRON is more than just a token launch — it signals TRON’s unstoppable momentum! With over $81B in stablecoin transfers and millions of daily active users, TRON has become the go-to chain for real-world value movement. Now, thanks to LayerZero, $TRUMP gains seamless cross-chain power, tapping into TRON’s speed, scale, and global reach. TRON isn’t just growing — it’s becoming the backbone of on-chain finance. Is this the start of a wave of major assets migrating to TRON? H.E. Justin Sun 🍌 SunPump $TRUMP #TRONEcoStar Donald J. Trump
0:20

🚀 $TRUMP landing on #TRON is more than just a token launch — it signals TRON’s unstoppable momentum! With over $81B in stablecoin transfers and millions of daily active users, TRON has become the go-to chain for real-world value movement. Now, thanks to LayerZero, $TRUMP gains seamless cross-chain power, tapping into TRON’s speed, scale, and global reach. TRON isn’t just growing — it’s becoming the backbone of on-chain finance. Is this the start of a wave of major assets migrating to TRON? H.E. Justin Sun 🍌 SunPump $TRUMP #TRONEcoStar Donald J. Trump

Hồng Ngọc | Ruby 💎

21,235 görüntüleme • 1 yıl önce

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...
0:48

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Ricardo

363,835 görüntüleme • 15 gün önce

$ONDO is not available to US investors yet. Let that sit for a second. The platform crossed $1 billion in total value locked without its largest potential market being able to participate. It did that in under 8 months, processed over $18 billion in cumulative trading volume, and now holds 70% of the entire tokenized equity issuer market. It currently offers 260 tokenized US stocks and ETFs across Ethereum, Solana, and BNB Chain. It just secured regulatory approval to serve investors across 30 European countries, opening access to over 500 million people. The exec is calling $5 billion TVL by year end. When US access eventually opens, the infrastructure is already built, the market share is already held, and the volume rails are already proven. Who do you think is already positioned before that door opens?
2:01

$ONDO is not available to US investors yet. Let that sit for a second. The platform crossed $1 billion in total value locked without its largest potential market being able to participate. It did that in under 8 months, processed over $18 billion in cumulative trading volume, and now holds 70% of the entire tokenized equity issuer market. It currently offers 260 tokenized US stocks and ETFs across Ethereum, Solana, and BNB Chain. It just secured regulatory approval to serve investors across 30 European countries, opening access to over 500 million people. The exec is calling $5 billion TVL by year end. When US access eventually opens, the infrastructure is already built, the market share is already held, and the volume rails are already proven. Who do you think is already positioned before that door opens?

2xnmore

33,529 görüntüleme • 2 ay önce