Fat Tail Research

Researching asymmetric setups across markets
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Noise → Signal

[DAG33 @eng3n33r33]

An Open Letter to the Leadership of AIAI Holdings and Constellation Network
Dear Mr. John P. Rochon, Chairman of the Board of AIAI Holdings Corporation,
Dear Mr. Todd A. Furniss, President and Chief Executive Officer of AIAI Holdings Corporation,
Dear Mr. Benjamin Jorgensen, Chief Executive Officer of Constellation Network (an AIAI Holdings Company),

I write this as an open letter because the moment demands transparency, conviction, and bold action from those entrusted with steering one of the most important technological transitions of our time.The recent milestones you have delivered are extraordinary. AIAI Holdings’ direct listing on the Nasdaq Global Market in May 2026, the acquisition of Constellation Network, and the Rochon family’s decisive ~$100 million purchase of AIAI shares at $20 per share just days ago (June 18, 2026) all send a powerful message: you believe in the long-term vision of building an AI-enabled holding company with differentiated infrastructure at its core. These are not small signals. They demonstrate skin in the game at the equity level.Yet the $DAG token — the native utility token that powers the Hypergraph network and the cryptographically secured data validation layer Constellation provides — has seen its price decline sharply. Investor confidence in the token itself appears to be at a low ebb, even as the underlying technology has never been more relevant.Constellation’s technology is not incremental. It is foundational. In an era where AI models are making increasingly consequential decisions, the ability to cryptographically prove the provenance, integrity, and auditability of data is becoming non-negotiable. Constellation delivers exactly that: verifiable, tamper-proof data flows that make AI outputs transparent, traceable, and trustworthy. Products such as Gate AI Security Gateway directly address critical risks like prompt injection and model misuse. This is the infrastructure layer that turns “AI” from a black box into a system that enterprises, regulators, and the public can actually trust.

You have positioned Constellation as the data validation and security backbone across AIAI’s growing portfolio in AI, healthcare, fintech, and beyond. In this context, $DAG is not merely a speculative crypto asset. It is the economic primitive — the “new oil” — that fuels verifiable data for the entire AI economy. Demand for this capability will only grow as AI adoption accelerates and regulatory scrutiny intensifies around data integrity and accountability.The current disconnect between the strength of the technology, the strategic progress of AIAI, and the price action of $DAG creates both a challenge and an opportunity.

I respectfully urge you to consider purchasing 1 billion $DAG tokens on the open market.🇺🇲💯🔥

Such a move would constitute one of the clearest, most unambiguous demonstrations of conviction possible:It would align leadership’s economic interests directly with the broader DAG community and all token holders who have supported the network through its evolution.

It would serve as a powerful market signal that the team views the current valuation as disconnected from the long-term utility and growth trajectory of the Hypergraph and its role in AI infrastructure.
It would complement the recent Rochon family investment in AIAI equity by extending that same confidence to the native token that powers the core technological moat.

It would likely catalyze renewed community morale, attract serious capital, and help stabilize and re-rate the token as adoption metrics (network activity, Gate AI deployments, integrations across AIAI companies) continue to advance.

Thank you for your leadership and for building something that truly matters in the AI era.

@_AiSquared
@BenJorgensen
@Conste11ation
@altifbrown

[Fat Tail Research @jiorose]

@rohunvora @theallinpod @notthreadguy @tbpn @dwarkesh_sp @InvestLikeBest @RobinhoodApp @HyperliquidX this is the way!!

[heci.base.eth @iamheci]

Base is winning consumer crypto. @Chiliz is bringing the global sports IP.

Together? That’s the ultimate liquidity unlock 💧🟦

Fan Tokens™ are officially going multichain, landing directly on Uniswap to tap into massive retail flow.

What happens when a $1B+ peak market cap asset class hits the most active EVM chain?

• Deep retail liquidity unlocked via Uniswap pools
• Massive cross-chain arbitrage opportunities
• A total DeFi volume surge across the ecosystem

But here is the most bullish part: while Chiliz Chain continues to handle the protocol integrity and governance, they hardcoded a massive ecosystem stimulus.

10% of all chain revenue generated here buys and permanently burns $CHZ.

More trading on @Base. More burn. More supply pressure.

Base gets the retail volume, Chiliz gets the value accrual. This is exactly how you bridge real-world sports to DeFi.

A new era of SportFi just started. LFG! 🏟️📈

[Fat Tail Research @jiorose]

@0xRodo sent tokens to migration contract, still have not received V2...whats the timeline on this?

[Fat Tail Research @jiorose]

@alphaticaio how to sign up? cant access your website

[Fat Tail Research @jiorose]

@LoDeFi31 @LoDeFi31 whats the point of selling nft if people buying them cant access your group?

[Fat Tail Research @jiorose]

@GodCandleGroup @kaithefirst Got your nft. How to join?

[Fat Tail Research @jiorose]

6/ World Cup kicks off June 11.
CHZ has historically front-run the event, not followed it.
One of the cleaner event-driven setups on my screen right now.

[Fat Tail Research @jiorose]

1/ CHZ is setting up as a clean event-driven trade.

It ran ~5x into the 2022 World Cup — in a bear market.

The 2026 setup looks materially stronger.

[Fat Tail Research @jiorose]

5/ Positioning:

• Nansen : 6 wallets holding ~188M CHZ since Dec
• No distribution — even after a 2x move
• ~60M CHZ off exchanges (Feb–March)
No signs of supply pressure yet.

[Fat Tail Research @jiorose]

@ArbPoly SCAM ALERT!!!! this site is a wallet drainer, getting shilled by big accounts like @0xSweep ....do not connect your wallet!!!!

[Fat Tail Research @jiorose]

@0xSweep @ArbPoly @0xSweep how can you even shill this scam? its a wallet drainer, sad you would stoop that low

[Fat Tail Research @jiorose]

@ArbPoly Be very careful it seems they drained my wallet. Can team please respond

[Fat Tail Research @jiorose]

@ArbPoly Any customer support?

[Fat Tail Research @jiorose]

@YokaiCapital Still waiting

[Fat Tail Research @jiorose]

@YokaiCapital lets go!!!!

[Eye @eyeonchains]

1/ @TroveMarkets case update: many people have understandably reached out asking how the investigation is progressing. Since I’m currently the only one still actively working on this case, I want to make one thing clear first despite my lack of public updates since my last post, I have remained fully active behind the scenes and have continued to brief the authorities on every new movement.