Dv.

private air • research & equity

[Dv. @davfeid]

@cz_binance @GiggleAcademy incoming fsh lads

take cover trenchers 🛡️

[The Kobeissi Letter @KobeissiLetter]

Tokenized asset growth is exploding.

Total holder count of onchain tokenized equities has now surged to a record 759,000.

This metric is up +92% over the last 30 days and +522% year-to-date.

The growth continues to be fueled by demand to trade tokenized equities outside of regular market hours.

Amid this trend, the world's largest onchain platform, Jupiter, has reported +360% YTD growth in off-market monthly trading volume.

Chip and memory stocks have become the most popular tokenized assets in the onchain market.

We expect 1+ million tokenized equity holders by year-end.

[Dv. @davfeid]

@kropts that final statement is vital

[Dv. @davfeid]

@blknoiz06 time to part ways with memory stocks, at least for a while

[Dv. @davfeid]

which one of you folks lost uncle Jimmy money?

[Dv. @davfeid]

what if $ETH goes parabolic and starts a bullrun?

[Dv. @davfeid]

@elonmusk the rocket won’t launch itself, get to work brother

[Dv. @davfeid]

@WatcherGuru for those asking why Apple’s up, Apple’s M7 ultra chip will be able to host 1.5T parameter model

in other words, Apple would most likely dominate consumer hardware products running local AI models

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Dv. @davfeid]

@tushar_jain you mean to tell me this won’t be the calm before the storm?

[Dv. @davfeid]

the calm before the storm hits

https://t.co/BHpswbxENt

[Franklin Templeton Digital Assets @FTDA_US]

https://t.co/YTePOu0fUc

[Dv. @davfeid]

@Kalshi show’s over

[Dv. @davfeid]

i have to be doing this right, right?

[Dv. @davfeid]

@hamptonism only 200B?

now imagine if Apple’s M7 Ultra chip graciously hosts 1.5T parameters

[Dv. @davfeid]

two can play

[Vlad Tenev @vladtenev]

Why not both?

[Dv. @davfeid]

@vladtenev two sure can play the game

[Dv. @davfeid]

@Zorathzzz was as clear as day

[Dv. @davfeid]

@roboPBOC Bycocket?

what even does that mean?

[Chamath Palihapitiya @chamath]

https://t.co/tQIMqFTfIf