$ETH turns 10 at the end of the month. Itโs fascinating to think how far weโve come since then. To celebrate this monumental anniversary Iโve dug up some lore-filled memories from the vault -> ๐งต
AI Memory stocks have been the best-performing asset class of 2026, so far averaging a 550% price increase in <12 months... but it gets better:
$DRAM launched 30 days ago... giving investors exposure to the top 3 memory stocks.
It's already up 100%, making it the #1 fastest-growing ETF of all-time with $6 billion of inflows.
this begs the question: why are memory stocks exploding.. and are we too late to invest?
We unpacked all of this and more in todays episode ๐
personal pride moment: after this weekendโs success, Iโm now a category 1/2/3 bike racer!
โฆ for those who donโt know, this is a really big deal. Thanks @usacycling
yet again, visualization wins the day. This graphic makes what giza is doing *real* to non-technical audiences - we can share this with other investors, upcoming talent, senior executives - and they will all understand to a certain extent what's going on.
Big congrats to the whole team at @gizatechxyz for the release their new product Giza World.
I was given the opportunity to turn their dataset of more than 16.000 active agents, performing more than 800.000 transactions, into a living data sculpture.
Kind of mind-blowing to experience the end result, knowing that each movement of each individual particle is backed by real, on-chain, transactions.
The crazy thing about this OpenAI vs. Anthropic Weaponization deal is that the only difference was who is responsible for the *outcome* of the *use* of the AI model. OF COURSE the DoW can't tell Anthropic what it's going to do in advance. OpenAI shouldn't be skewered for that.
There is an important visualization story to be told here. Beyond product demos, visualizations like this help companies like @gizatechxyz express what the technology is *actually doing* rather than the โhowโ. More of this please
@fintechfrank The difference here is announced vs. unannounced. More than half of the pre-seed deals we did last year didnโt want to announce because they didnโt want to deal with public scrutiny. Build in private, sell in public. Until you have something to sell, stay quiet
Iโm proud to be backing generational entrepreneurs leading categories at @coinfund.
thanks so much as always to @TheTieIO for having me and putting on a great show in denver!