NFT skeptics, hear me out 👉
There's a 3D world called BlockForge running on Bitcoin. Interactive. Multiplayer. Real-time. It’s wild that this is even possible.
Any why NFTs? You truly own the land. You decide what to build. No one can take it from you. The world is created entirely from NFTs on Bitcoin, and is as permanent as Bitcoin itself. In contrast, Roblox can shut down and erase everything.
BlockForge runs as long as Bitcoin exists. It's unstoppable. By @mdv_btc 🔥
Stop by and check out the larger than life @OnChainMonkey statue in this world on Bitcoin.
Many artists have reached out to get their art listed on @osura_com. With Magic Eden shutting down, we're busy updating Osura and adding more collections, with a focus on curated art.
So what's the best way to curate and showcase amazing art on Bitcoin? One idea is to have @OnChainMonkey holders vote on art to add to Osura. What do you think?
The U.S. plans to invest $1.6B into $USAR taking ~10% stake through a U.S. Department of Commerce facility tied to the CHIPS Act.
The goal is to reduce U.S. dependence on China-controlled rare earth supply chains by accelerating domestic capacity.
$ONDS I just posted my first article here on X, covering what I believe will earn $ONDS a valuable seat at the table of the Department of Defense: the Wåsp FPV drone.
While most $ONDS contracts you see today are tailored to homeland security and civil applications, the Wåsp is $ONDS’ ticket into high-volume military use-cases.
The Wåsp is a force-multiplier that not many people are talking about — but I expect this to change very soon.
ENTIRE AI ECOSYSTEM STOCK LIST! This took awhile to make, this is every stock within the AI Ecosystem you should be aware of!
ENERGY
Nuclear / Baseload:
$CEG — Constellation Energy Corporation operates the largest fleet of nuclear power plants in the U.S. and provides clean, reliable electricity generation.
$BWXT — BWXT supplies nuclear components, fuel, and services for both commercial reactors and government/defense applications.
$SMR — NuScale Power develops and commercializes small modular reactor (SMR) technology for scalable, carbon-free nuclear power.
$OKLO — Oklo designs advanced fast fission reactors and nuclear fuel recycling technology to deliver clean, affordable energy at scale.
$LEU — Centrus Energy supplies enriched uranium fuel and develops high-assay low-enriched uranium (HALEU) for advanced reactors.
$UUUU — Energy Fuels produces uranium, rare earth elements, and vanadium from U.S. mines to support nuclear and clean energy supply chains.
Gas / Power Supply
$TLN — Talen Energy generates and sells electricity from a mix of natural gas, nuclear, and renewable sources.
$VST — Vistra operates a large portfolio of power plants, including natural gas, nuclear, and renewables, to supply electricity across the U.S.
$NRG — NRG Energy provides electricity and natural gas to residential, commercial, and industrial customers while operating power generation assets.
$ET — Energy Transfer owns and operates midstream energy infrastructure, including pipelines for natural gas, crude oil, and refined products.
CHIPSGPUs / Accelerators
$NVDA — NVIDIA designs GPUs and AI accelerators that power graphics, gaming, data centers, and machine learning applications.
$AMD — Advanced Micro Devices produces CPUs, GPUs, and AI accelerators for computing, gaming, and data center workloads.
Networking / Custom Silicon
$AVGO — Broadcom designs semiconductors for networking, wireless, storage, and custom AI chips used in data centers and telecom.
$MRVL — Marvell Technology provides data infrastructure semiconductors, including networking, storage, and custom silicon for cloud and AI.
Memory / Storage
$MU — Micron Technology manufactures DRAM, NAND flash, and other memory chips essential for data centers, PCs, and mobile devices.
$WDC — Western Digital produces hard disk drives (HDDs) and flash storage solutions for data centers, PCs, and consumer electronics.
$STX — Seagate Technology designs and manufactures hard disk drives and storage systems for enterprise, cloud, and consumer markets.
Architecture / Tools
$ARM — ARM Holdings develops energy-efficient CPU architectures and IP licensed to chipmakers for mobile, server, and AI applications.
$ASML — ASML Holding manufactures extreme ultraviolet (EUV) lithography machines critical for producing advanced semiconductors.
$LRCX — Lam Research supplies equipment for etching, deposition, and cleaning processes in semiconductor manufacturing.
$KLAC — KLA Corporation provides process control and inspection equipment to ensure quality in semiconductor production.
INFRASTRUCTURE
Data Centers / Real Assets
$EQIX — Equinix owns and operates global data centers that enable interconnection and colocation for cloud and enterprise customers.
$DLR — Digital Realty owns and manages data center properties focused on hyperscale and enterprise cloud infrastructure.
$IRM — Iron Mountain provides data center colocation, storage, and information management services for secure data handling.
Power, Cooling & Electrical
$VRT — Vertiv supplies critical power, cooling, and IT infrastructure for data centers and edge computing environments.
$ETN — Eaton manufactures electrical components, power management, and energy-efficient solutions for data centers and industrial use.
$HUBB — Hubbell produces electrical and utility products, including connectors and lighting for power distribution.
$PWR — Quanta Services builds and maintains infrastructure for electric power, pipelines, and communications networks.
HPC / AI-First Infrastructure
$NBIS — Nebius Group builds full-stack AI infrastructure, including large-scale GPU clusters and cloud platforms for AI developers.
$APLD — Applied Digital develops and operates next-generation data centers optimized for high-performance computing and AI.
$IREN — Iris Energy owns and operates Bitcoin mining and high-performance computing data centers powered by renewable energy.
$RIOT — Riot Platforms focuses on Bitcoin mining and expands into AI and high-performance computing infrastructure.
$CIFR — Cipher Mining builds and operates Bitcoin mining facilities with potential expansion into AI/HPC data centers.
MODELS
Foundation / Platform Models
$MSFT — Microsoft develops software, cloud services (Azure), and AI models through OpenAI integration for enterprise and consumer use.
$GOOGL — Alphabet (Google) builds search, cloud, Android, YouTube, and foundation AI models like Gemini.
$META — Meta Platforms operates social networks (Facebook, Instagram) and develops open-source AI models like Llama.
Cloud Distribution
$AMZN — Amazon runs AWS (cloud computing), e-commerce, and AI services for global enterprises and consumers.
$ORCL — Oracle provides enterprise cloud, database, and applications software with strong AI and autonomous database capabilities.
APPLICATION
SEnterprise / SaaS
$CRM — Salesforce delivers cloud-based CRM software for sales, service, marketing, and customer experience management.
$NOW — ServiceNow offers a cloud platform for IT service management, HR, and workflow automation.
$SNOW — Snowflake provides a cloud data platform for data warehousing, analytics, and AI workloads.
$DDOG — Datadog delivers monitoring, observability, and security analytics for cloud-scale applications.
$MDB — MongoDB offers a flexible NoSQL database platform for modern applications and AI-driven workloads.
AI + Bitcoin + Ordinals are powerful together.
In Feb 2023, OCM Dimensions showed that high-resolution, interactive 3D generative art could be created on Bitcoin.
We open-sourced the method on GitHub.
Creators have been building on it ever since.
Using that framework, AI assembled a gallery of the collection with a new feature 👉 downloadable 3D models, and in just 6 kb of blockspace!
OCM Dimensions remains singular.
Art on Bitcoin.🔥
I rank 2026 investment themes by conviction.
1. Space
2. AI Energy
3. Neo Cloud
4. Defense Tech
5. Robotics
"Find the right theme early. Act before it’s obvious."
Bookmark if tracking 2026 themes!
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