conkerbro.eth

Just a web2 to guy trying to pay off a mortgage and get a lambo. Ethereum. AAVE. MegaETH. Lighter. Hyperliquid. Bitcoin. Fluffle. Hypio.

[conkerbro.eth @WarzoneCrypto]

@HypioHL and @TheFluffleNFT pride of place.

[Watcher.Guru @WatcherGuru]

🇺🇸 President Trump says his administration is exploring giving Americans ownership stakes in AI companies.

[TopInvestor @Matrix_B0SS]

Great news for photonics sector

$SIVE $XFAB will look dirt cheap in 6 months from now

Time to load the boat and wait for 10x
Dot com was a bubble
AI isn’t
Time to become a millionaire with AI stocks

[unusual_whales @unusual_whales]

Google to pay SpaceX $920 million a month for compute capacity at xAI data centers, per CNBC

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Serenity @aleabitoreddit]

$SIVE is my favorite CPO / photonics stock after AAOI.

Partly because it's Swedish and you have entertainment from comedians over there.

Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air.

To said $SIVE CPO applications are imaginary.

Right after $GFS just made $SIVE their reference laser.

(Just for some context to newer readers: Lot of people in Sweden can only look at past 12 month revenue, and don't understand concepts of forward growth)

Also because they don't understand that no CPO application has scaled up yet at all.

So Swedish hedge funds keep going short (with many of their hedge funds like Colosseum / Origo heavily underwater).

But... for the technical readers... from H2 2026 to 2028, it goes from near $0 to $91B TAM in 1 1/2 years. (we're entering H2 now).

Overall TAM hits $141B (which is also 10x+ or so in 1 1/2 years)... and $SIVE has scaled into pluggable market with $JBL + other unnamed pluggable players with that too.

Probably not going to end well for the local Swedish firms, shorting right before the largest inflection points ever hits for $SIVE.

Just a matter of time before volume ramps.

[Sivers-Semiconductors @SiversSemicond]

Photonics and wireless technologies are central to how modern systems handle data. 📊

As demand increases across #AI, #5G, #SATCOM, and sensing applications, performance and efficiency depend on how well these technologies work together.

At Sivers Semiconductors, we're developing solutions across both areas to support #connectivity and sensing for cloud and edge environments.

Learn more: https://t.co/yOJ0SNoLwq

[RYAN SΞAN ADAMS - rsa.eth 🦄 @RyanSAdams]

The Ethereum not ETH stuff is the mental fallacy that triggered me into writing and podcasting in the first place.

There is no strong Ethereum without an ETH worth trillions. Without ETH as a global store of value, Ethereum is a failed project. Full stop.

ETH is economic bandwidth for DeFi. It is the only asset maximized for CROPs, fail at high value ETH, fail at CROPs, fail at Ethereum.

Saying you’re bullish Ethereum not ETH is like saying you’re bullish America not the American economy. They are one and the same - economic engines.

Better to admit Ethereum is a failed project than “Ethereum not ETH”.

So spew that weak blockchain not crypto stuff out of your mouth, it doesn’t make sense for BTC, ZEC, ETH, or any truly crypto native project.

[conkerbro.eth @WarzoneCrypto]

@fede_intern @ethereum @binance @AerodromeFi @rj_aligned @wagmiAlexander paging, is this something of interest?

[*Walter Bloomberg @DeItaone]

GOLDMAN SACHS EXPECTS SPACEX’S AI REVENUE TO SURGE 100 TIMES BY 2030

[rf.extended @rf_extended]

6 months of building. what's next?

TLDR: We focused on putting in place the product, partnership and governance foundations for the next phase of Extended. TradFi partnership, hundreds of new crypto and RWA markets, spot trading and further decentralisation are coming. Our approach to growth remains unchanged: no KOL round, no paid promotions, no paid PR, no podcast sponsorships and no paid market-making arrangements.

Over the past 6 months, the team at @extendedapp has been focused on a fairly simple objective: building the product, infrastructure and partnerships required to support the next stage of growth.

A lot of the work happened behind the scenes but we are now getting to the point where the pieces are starting to come together.

Product

Some of the key items are already live:

- Multi-asset collateral, allowing users to post wBTC, ETH and USDT alongside USDC. Besides expanding the collateral universe, it also unlocks simple cash-and-carry strategies directly on the platform.
- Full email onboarding, including gasless deposits and withdrawals. While not particularly exciting on its own, it unlocks fiat on/off-ramp integrations that are required to onboard non-native users.
- Significant improvements to UI stability, responsiveness and overall user experience, driven largely by user feedback collected over the past months.

Several important pieces are coming next:

- Spot trading, which we view as a table-stakes component of a complete exchange experience and an important UX improvement to multi-asset collateral.
- Opening up our lending infrastructure beyond the exchange itself, allowing users to deposit wBTC, ETH and USDT, borrow USDC and deploy capital elsewhere.
- New trading infrastructure that will unlock hundreds of additional crypto and RWA markets. Internally, this is the product initiative we are most excited about.

Growth

Over the same period, we have spent a lot of time thinking about how Extended should grow.

One principle remains unchanged: we do not pay for KOL promotions, PR, podcast sponsorships or market-making arrangements. This applies equally to cash, tokens and points.

Its a slower path and not the easiest one but over time we have become increasingly convinced that sustainable growth is built on product quality, distribution and community rather than financial incentives.

We have also completed a number of less visible but equally important initiatives:

- Finalised the legal and commercial framework for our first tradfi partnership, which unlocks some of the product initiatives mentioned above and establishes a foundation for future institutional integrations.
- Secured the majority of the long-term partners who will help operate, secure and govern Extended. We are proud of the quality of the organisations that chose to support the vision and will be sharing more details separately.
- Spent considerable time with our largest users and major ecosystem participants to gather feedback and ensure alignment around the long-term direction of the protocol.
- Remained committed to our original targets for early community rewards, despite certain things taking longer than anticipated.

This month is an important one for Extended. It will conclude the team's efforts over the past 6 months and mark the beginning of the next phase: further decentralisation, ecosystem expansion and the transition to a community-owned protocol.

[Fede’s intern 🥊 @fede_intern]

This changes the WHOLE game. @ethereum will finally win.

USDC/USDT spread in Ethereum right now for 100k dollar trades is only 1.6 bps. @binance has 3.56 bps.

Part of the problem we had in crypto is to believe that the correct way to price an asset was by calculating the price on chain with a mathematical formula. Each agent of the market needs to be able to set their own price. Now thanks to PropAMMs we have this in Ethereum and this will make Ethereum the best place to trade. This will bring all the liquidity on chain.

This seems something small but it will have incredible consequences.

[Coin Bureau @coinbureau]

🚨BREAKING: Coinbase launches pre-IPO trading, starting with SpaceX.

Coinbase now offers pre-IPO perpetual futures, allowing non-US users to trade the price of private companies before they go public.

Trade it before Wall Street gets it.

[conkerbro.eth @WarzoneCrypto]

@sjtional $SIVE $XFAB $LPK $ENSI

[Coinbase Markets 🛡️ @CoinbaseMarkets]

We will add support for SpaceX pre-IPO perpetual futures on Coinbase. The opening of our SPCX-PERP pre-IPO market will begin on or after 6:00am UTC on 4 June 2026.

[conkerbro.eth @WarzoneCrypto]

@elonmusk @xbxnxdxcxtx @amuse @alx Will it be available in U.K. or will that take some time?

[Elon Musk @elonmusk]

Grok on Cloudflare

[EthereanVibin | 0xVibin.eth @EthereanVibin]

“If we sold $ETH, we’re not a DAT”

@fundstrat has confirmed many times publicly that Bitmine will never sell

Why would you sell when you’re making $1M a day from staking yield on your holdings?

$ETH is the perfect asset for the DAT model

[eric @econoar]

Important point about @Lighter_xyz by @will__price on Bankless

"Who cares if it's a zkrollup? Well, it gives users trustless collateral without trusting a bridge operator or multisig and gives you an escape hatch to Ethereum L1"

This is why I personally do my trading on Lighter

[Mastercard @Mastercard]

Today, Mastercard is announcing plans to expand settlement capabilities to include stablecoin, intraday, holiday, and weekend options, giving partners more choice in how and when transactions are settled. That means we’re:

✅ Enabling greater choice to settle in fiat or regulated stablecoins

✅ Improving liquidity management for time sensitive, cross border flows

We’re supporting settlement with @Circle’s USDC, @Paxos-issued stablecoins including USDG,USDP and @PayPal’s PYUSD, @Ripple’s RLUSD and @SoFi’s SoFiUSD across a range of supported blockchain networks including Arbitrum, @Coinbase’s Base, @CantonNetwork’s Canton, Ethereum, @0xPolygon, @Solana, @Tempo and XRPL. ARQ Finance, CBW Bank, @crossriverbank, @Lead_Bank and @Nuvei will be among the first to support.