Kelly Robert Graver

UI/UX, game design, tech investor (NFA)

[Kelly Robert Graver @buddhapunch]

Fun timing, I’m working on a prototype for my own version of Crazy Taxi but for food delivery on a bike

[Indie Game Joe @IndieGameJoe]

Crazy Taxi: World Tour has just been announced!

Coming 2027 to Xbox, PS5, Switch 2 and PC.

[Andrej Karpathy @karpathy]

The hottest new programming language is English

[Danny Limanseta @DannyLimanseta]

After almost 4 weeks of dev, I've submitted Tiny Skies to #vibejam. I've never launched a multiplayer game before, so I'm a little nervous!

Tiny Skies is a cosy little game you can pick up and play whenever you have a few minutes. It's a pretty chill and relaxing game where you can fly around and do stuff like:

- play casual capture the flag with other players
- shoot paintballs at each other (and at gremlins!)
- make package deliveries
- race in mini races
- catch some fish
- drift on a magic carpet
- collect jellyfish friends
- visit the landmarks of the world as a Capybara
- unlock all vehicle options: biplane, magic carpet, or fishing boat (unlockable via multiple playthroughs)
- or if you're up for it, figure out how to save the world from impending doom

I hope you'll enjoy flying (and boating) around the world and soaking in the vibes! Link to play in the replies 👇

[二本柳亮 | AI水先案内人 @yanagi_shiftai]

3Dテトリスを作りました。

Depth Tetris

5x5x18の立体井戸に、3Dピースを落としてレイヤーを消していくゲームです。

普通のテトリスを「奥行きあり」にしただけで、一気に脳の使う場所が変わる。

Three.jsでブラウザ上で動きます��

[Dan 🤖🌥❤️ 🚀 @mcF_dan]

At ~$11B market cap, $IREN is below net asset value.

That implies:
•Zero value for AI cloud growth
•Zero value for contracted revenue
•Zero value for pipeline

I don’t think this buying opportunity will last long.

[renderfiction @renderfiction]

Gas prices on the rise, so I vibe coded this game to save $$$

Play now 🔗👇
#threejs #gamedev

[Bearlovesbull @Bearlovesbull]

BIG NEWS FOR $SOFI

If the Clarity Act closes the yield loophole on stablecoins, the market might be missing who actually wins from that and it’s not the obvious names.

Right now, $CRCL makes most of its money from USDC reserves sitting in short-term Treasuries.
If the bill limits the ability to pass yield to users, that model becomes less attractive, and the competitive edge shifts to banks that already have direct access to the Fed.

That’s where $SOFI Technologies gets interesting.
Because SoFi is a nationally chartered bank, it can hold reserves directly at the Federal Reserve instead of relying on Treasury portfolios.

That means it earns Interest on Reserve Balances (IORB), which is structurally different from stablecoin yield.

Here’s the key part most people miss:

• The bill targets passive yield paid on stablecoins
• It does NOT fully block usage-based rewards, fee reductions, or banking incentives
• Banks with Fed access can repackage yield as benefits instead of calling it yield

$SOFI could do things $CRCL cannot:
•Lower transaction fees
•Offer cashback-style rewards
•Give better savings / checking incentives
•Bundle stablecoin with banking products
•Capture spread from IORB without violating the law

That turns regulation into a moat. If this version of the bill survives, the stablecoin market may shift from
crypto issuers to regulated banks

And in that scenario, SoFi is competing with the entire banking system, with a tech stack built for it.

[Kelly Robert Graver @buddhapunch]

@TheStoicCapital Sawp

[Kelly Robert Graver @buddhapunch]

@JamesTrvdes I started a small position in $COHR knowing it's run up huge recently. I'd rather buy at the peak and average down than miss the train entirely.

[Kelly Robert Graver @buddhapunch]

Part of my investment thesis for $VELO 3D is the convergence of AI with parts design and manufacturing.

As more of the physical world can be simulated digitally, AI will be able to design parts and systems and be able to test them almost instantly.

These designs won't be optimized for manufacturing feasibility, but for end results. That's where additive manufacturing becomes a critical bottleneck.

Much like how AlphaZero came up with chess moves that baffled grandmasters, AI will engineer components that look alien in structure. These will require 3D printers that can output these components while maintaining structural integrity.

While 3D printing companies have struggled in the past to become profitable, the convergence of AI with demand from sectors like defense, space, and energy are what make $VELO such an appealing company to invest in for me.

[Oli @OInvests]

$IREN ATM clarification:

$6B ATM is a liquidity ceiling, not guaranteed $6B dilution.

Most H2 capex funded through GPU financing, leasing, prepayments, and existing cash.

But: IREN has actively used ATM facilities before. Some dilution is likely, just not the full $6B.

The trade-off: dilution for growth capacity.

$9.7B Microsoft contract + 150K GPUs = long-term thesis intact.

Near-term dilution vs long-term execution.

⚡

[Anthony Noto @anthonynoto]

Thrilled to partner with @mastercard to make it faster, cheaper, and safer for people around the world to move money.

@SoFi is the first U.S. nationally chartered and insured deposit bank to offer a stablecoin on a public, permissionless blockchain.

And now, with SoFiUSD as a settlement option in Mastercard’s network, issuers and acquirers will be able to help millions of business instantly settle transactions, around the world, 24/7. https://t.co/MpQcs6n6ex

[Kelly Robert Graver @buddhapunch]

@Enkhmanal Agreed, plus you get data center, ship building, and renewable energy tailwinds as a bonus

[Kelly Robert Graver @buddhapunch]

If you want a piece of both US grid and AI data center buildouts, take a look at $AMSC. American Superconductor provides superconductive cabling and voltage control systems for hyper efficient power transmission.

- $1.5 billion EV

- 11 P/E

- Growing > 20% YoY

- 12 month backlog of over $250 million

- $150 million in cash

- Increasing margins over 30%

- Recently acquired Comtrafo to expand into Brazil and Latin America

- Microsoft just came out with an investigation finding that high-temp superconductors enhance data center efficiency

- Data centers currently makes up 5% of revenue, expected to grow nicely

Picks and shovels play with higher upside and better margins than utility companies imo ⚒️

[Kelly Robert Graver @buddhapunch]

Looks like $VELO 3D is being treated as a defense stock, up 11% at the start of the Iran conflict.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: NVIDIA Invests $𝟐𝐁 in Coherent for AI Optics Partnership - $NVDA $COHR

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ NVIDIA signs multiyear strategic partnership with 𝐂𝐨𝐡𝐞𝐫𝐞𝐧𝐭.

➤ Deal includes $𝟐𝐁 investment plus multibillion-dollar purchase commitment.

➤ Focus on advanced 𝐨𝐩𝐭𝐢𝐜𝐚𝐥 𝐢𝐧𝐭𝐞𝐫𝐜𝐨𝐧𝐧𝐞𝐜𝐭 and silicon photonics.

➤ Supports high-bandwidth, energy-efficient 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫𝐬.

➤ NVIDIA secures future 𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲 rights for laser technologies.

➤ Funds to expand U.S.-based 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 and R&D.

➤ Expands a 𝟐���-𝐲𝐞𝐚𝐫 collaboration between the two companies.

[Daniel Newman @danielnewmanUV]

$PSTG now Everpure, ‘did the biz’ this quarter. This one is a sneaky good name with a big AI tailwind. 💪🏻

[The Tech Investor @TheTechInvest]

Fact: $IREN has 2 of the largest data centers on the planet: Sweetwater (2GW) and Oklahoma (1.6GW).

It’s the only neocloud that is competing with Mag 7, $OpenAI, $ORCL, and $xAI.

I am not aware of any other companies that have +1GW data centers in one place.

[Kelly Robert Graver @buddhapunch]

@bramk Thanks for posting. What do you think about the threat of quantum and BTC’s ability (or inability) to agree on a quantum-resistant upgrade or fork?

[Kelly Robert Graver @buddhapunch]

@crux_capital_ No $ALAB?

[Kelly Robert Graver @buddhapunch]

@RealJGBanks You're missing $ALAB and $CRDO!