Umar Farooq

[Computershare @Computershare]

We’re pleased to release our new Investor Center Mobile App! This release provides the most-used features of our web-based Investor Center platform available on your mobile phone. Shareholders in US-based Computershare clients can now access and manage their investments easily, instantly and from anywhere.

We’re already working on adding more functionality and rolling the app out globally. Download the app from the Apple App Store or Google Play. Shareholders with any questions about the app can visit our FAQs page at https://t.co/eIp6eCMuzj.

[Susanne Trimbath PhD @SusanneTrimbath]

Thailand’s SEC investigating use of Margin Loans for purposes other than buying securities. Outstanding value of margin loans April 2025: $1.77 Billion (US$)
https://t.co/Mr8zmBQ7TD

[Adventure Layer @AdventureLayer]

🔥 Adventure Layer x Redbrick x Talus x Anomaly x Zypher AMA Recap!

Our core contributor @Hill79025920 joined a powerhouse panel of Web3 and AI gaming builders for an X Spaces session titled:
“AI Meets Crypto”

🎙 Hosted by @Moon1ightSt (Binance Live Top Host, Manta Network)

Panel Speakers:

👤 Hill @Hill79025920 – Core Contributor, @AdventureLayer
👤 Antonin @0xAntonin – Head of Web3, @RedbrickLand
👤 Mike @0xgmike – CEO, @TalusNetwork
👤 Ash @Ash_XBT – Head of BD, @anomalygamesinc
👤 Kiel @Kziyeplher – BD, @Zypher_Network

Here we are sharing most insightful notes from panels!

💡 Hill’s Core Insights (Adventure Layer / AGLD DAO):

- "AI players aren’t the future – they’re already here." AI agents are already trading, questing, and gaming fully onchain. Adventure Layer is built to natively support them as first-class citizens.

- "Composability is AI’s playground." Fully onchain games give AI access to rule-based, transparent environments where they can interact with other agents and humans. This is critical for AI-native gameplay and economies.

💡 Antonin’s Insights (Redbrick):

- "Generative AI is the new game engine." Redbrick lets anyone create games with AI and monetize them through crypto, lowering the barrier for creators globally.

- "Web3 games need economic loops, not just tokens." Redbrick is experimenting with AI-generated game economies where users contribute, govern, and play simultaneously.

💡 Mike’s Insights (Talus Network):

- "AI + agents = next-gen social coordination." Talus explores onchain social systems where agents can organize, communicate, and influence DAOs.

- "We’re beyond gameplay — we’re modeling societies." Talus treats games as micro-nations, where AI and humans co-create governance and economics.

💡 Ash’s Insights (Anomaly Games):

- "Onchain ≠ boring. It’s wild, emergent, and chaotic — just like good games." Anomaly is building games where AI bots evolve alongside human players in reactive environments.

- "Agent-based narratives are the future." Games shouldn’t just be about static storylines — they should be agent-driven experiences.

💡 Kiel’s Insights (Zypher Network):

- "Zypher builds identity rails for agents." Whether it’s bots or users, onchain credentials are the backbone for how reputation and roles evolve in AI-native games.

- "Interoperability across AI ecosystems is key." Zypher is enabling agents to operate across games, apps, and networks with persistent profiles.

[Berachain Foundation 🐻⛓ @berachain]

Boyco is closing. Berachain is opening.

As prelaunch vaults wind down, new doors open to high-yield strategies across the ecosystem.

Here's what comes next.

[Sovereign @sovereignxyz]

The main bottleneck for verifiable servers is data.

Scale seamlessly with Mammoth Mode 🦣

[Verona @verona_dev]

200+ global brands use XION to boost engagement and user adoption

You're welcome

[Verona @verona_dev]

ICYMI: Another great intro to Adam's new CMO role at XION from @TheBlock__

https://t.co/Hwy0qXWn6e

[CertiK Skynet @CertiKCommunity]

📣 In today’s spotlight: @massachain
A decentralized future - open, verifiable, and secure.

On Skynet:
🔐 Skynet Score: 93.68 (AA)
🧠 Audit Score: 98.00
💰 $90K Bug Bounty live
🏅 Gold Team Verified

Explore their full profile 👇
https://t.co/EgYT0CRlNp

[Faycy_crypto @Faycytw]

Today i joined the early acces of Nibiru EVM ($20M)

@nibiruchain, a high-performance L1 built for scalable DeFi, NFTs, gaming, and real-world applications

• Only 10,000 users haved joined lol
• $20M Raised
• $0 COST

Secure your sport NOW - Being early is how you can earn big

- Visit: https://t.co/t7rhlRPbyF
- Access Code: NIBIEVM65a

In collaboration with +25 dApps

- @LayerZero_Core + @StargateFinance integration

- DEXs & Lending:
@MIM_Spell · @okutrade · @axvdex · @LayerBankFi · @friendlymarkets · @saidotfun
- Yield, RWAs & Vaults:
@maplefinance · @every_finance · @GammaStrategies · @eris_protocol
- Infra & Builder Support:
@LayerZero_Core · @StargateFinance · @BandProtocol · @Circle

And a lot of dApps in the ecosystem

Good alpha doesn’t wait, neither should you

Definitely worth paying attention

[KIN | Human Machine AI @WeAllKins]

Here’s what’s happening in 🇯🇵 Japan — and no, it’s not about sushi, anime, or cherry blossoms this time.

Let’s talk about 💾 semiconductors — and how Japan is making a bold comeback in the global chip race. 🧵

🏭 Reviving the Chip Industry
Once a dominant force in the semiconductor world, Japan's share had dwindled to about 10% by 2022. But now, the country is investing heavily to reclaim its position. The government has allocated over ¥10 trillion (approximately $65 billion) to bolster domestic chip production by 2030.

🚀 Rapidus: Japan's 2nm Ambition
Enter Rapidus, a government-backed venture aiming to produce advanced 2nm chips by 2027. With support from tech giants like Sony and Toyota, and collaborations with IBM, Rapidus is setting up a pilot fab in Hokkaido. The Japanese government plans to invest an additional ¥200 billion (around $1.3 billion) in Rapidus for fiscal year 2025.

🤝 Strategic Partnerships

Japan isn't going it alone. Collaborations with international players are key:

TSMC's Kumamoto Plant: Taiwan's TSMC, along with Sony and Denso, has begun mass production at its first Japanese plant, producing 12 to 28nm chips for automotive and imaging applications.

Tenstorrent Collaboration: The Japanese government has partnered with U.S.-based AI chip startup Tenstorrent to train up to 200 Japanese engineers in advanced chip design over five years.

📈 Market Growth and Projections
The global semiconductor market is booming, with sales reaching $627.6 billion in 2024, a 19.1% increase from the previous year. Japan aims to triple its domestic chip sales to ¥15 trillion (about $100 billion) annually by 2030.

🔧 Tokyo Electron's Role
Tokyo Electron, Japan's leading semiconductor equipment manufacturer, continues to innovate and expand. As of early 2024, the company had a market capitalization of $114.6 billion, making it the third-most valuable company in Japan.

🌐 Global Impact
Japan's semiconductor resurgence is not just about economic growth; it's also about securing supply chains and reducing dependence on foreign technology amid global geopolitical tensions.

From massive investments to strategic partnerships, Japan is making significant strides to reestablish itself as a semiconductor powerhouse. Stay tuned as we continue to monitor this exciting development in the tech world! 🌟💻

[CryptoDiffer Analytics @CryptoDiffer]

Projects that will potentially hold its TGE in Q2 2025

This list highlights upcoming launches, offering insights into potential opportunities and emerging trends in the market.

$SEA #0G $MON $BABY $SOPH $ES $WCT #2Z $INIT $OBOL $KERNEL $BDXN #NFT #LSDFI #DEPIN #DEFI

[jfab @josefabregab]

TVL in @aave recently made a new ATH of $40B, but it's not the only metric going up.

Throughout the last 7 days, Aave has been generating, on average, more than $1.2M in daily fees.

As TVL keeps going up, fees, revenue, GHO's adoption, and all relevant metrics will follow.

[Rager @Rager]

$BONGO going viral

Bongo Cat is now top 5 game on Steam

Bongo Cat is here to stay, and $BONGO needs to be on every top crypto exchange in the world

The love for Bongo extends globally

People want access to Bongo in crypto - @coinbase @binance

[ZachXBT @zachxbt]

1/ In late 2023 a former Yuga Labs security researcher was stopped at the airport after law enforcement mistakenly linked them to a $1.1M phishing theft from a Bored Ape owner.

Here’s an investigation into where the stolen funds went and who’s actually responsible.

[Gayatri Taley @gayatri_gt]

Just dropped a video showing how I added Sub Accounts to BasedFortune!

Now users can get their daily $1 fortune without approving every single transaction. Way smoother experience.

I show exactly how I built it - pretty straightforward if you want to do the same for your app!

You can find the Sub Accounts docs below and follow along in the video:

[Zeneca🔮 @Zeneca]

ALRIGHT IT'S DONE

9000 FREAKING WORDS ON AIRDROPS WTF

I HAVE ISSUES

I hope you like it lol

https://t.co/6dIztm57WG

[DCinvestor @DCinvestor]

the reason why ETH is rallying so hard isn’t due to any pivot or change

it’s due to the fact that it became, in earnest, the most hated asset in crypto

while remaining one of the two most important assets/networks in crypto on a fundamental basis

basically nothing else mattered here

hope this helps

[DCinvestor @DCinvestor]

subways don’t “compete” with cars on the street in major cities

BOTH support greater economic activity

similarly, scaling both L1 and L2 on Ethereum allows for increased economic activity using ETH

the thesis is that ETH is a unique, valuable, permissionless, programmable money and store of value asset which can be used across all layers of the Ethereum network with fewer trust assumptions than any other asset on the network

this will be obvious in hindsight, but your chance to make buys of a lifetime is NOW when this is less than obvious to most market participants

[Calman.eth卡门 🦇🔊🎶 @CalmanBTC]

Huma这两天热度真的够，昨晚已经登上了 @KaitoAI 的Pre TGE榜首了。从上个月他们FUD的开始，到现在热度不减反增，进展也是非常的顺利，Huma2.0池子重新开放，不到一天就满了。
最近这几天聊 @humafinance 的人非常多，之前几个礼拜我也聊了很多项目的方方面面。今天主要讲一下Huma的Data Room的几个数据的重要意义。

对了，聊之前先说一声。
我感觉大的真的要来了，可以关注一下官推今天和 @JupiterExchange 的互动(Huma会在Jupiter发射？！)，离之前团队说的Q2应该越来越近了，毕竟大饼稳稳的站上了99,000！

--------------------------

💶盈利！先看一下Protocol Overview

1.最重要的数据就是Transaction Volume，这个我之前强调过，是Puma整个生态和项目以及对所有用户来说最重要的一个数据。可以把它简单理解为所有客户资金利用的进出总量。这个数据越多，Huma项目就越赚钱，就能确保两位数的持续年化以及Feathers羽毛收益，也就是对应的空投等等。
第2个就是Feathers Earned。
这个就是大家质押以后获得的羽毛的数量，这个关系到未来的空头收益。具体会在下面继续详细讲。

💵安全：关乎项目和用户资产的Assets Overview
1.大家最想要的质押池Total Active Liquidity
这一块其实是相当克制的，整个项目并没有因为追求TVL而过度的去吸储。就像 @DrPayFi 说的，当有客户需要用到更多的资金的时候，池子才会重新开放，就像我一直说的，“克制就是最好的放肆”！这个对项目对用户的收益和整个，生态的健康发展都非常重要！

2.第2个数据是PayFi Asset，
这个刚好下午和Ning总 @0xNing0x 有聊过，这个其实就是应收账款对应的RWA的资产，这个数据体现的项目的安全性，如果太多的话，坏账率就会增加。

💴本金：赎回时间Redemption Overview
它涉及每个人的资金占用率，以及可能存在的风险情况下，第一时间拿回钱的概率。
这个时间我记得Richard在他的一条推特发过相关的竞猜。4分钟绝对是非常屌的了。这个意味着项目本身总体财务状况的优良！

说到这里，就要重点讲讲空投预期了，
这里主要看两个数据之间的关系：
Total Active Liquidity和Feathers Earned之间的关系。

和Ning总聊完基本达成一个共识，根据之前融资3000-4000w的估值应该在2~5个亿之间，开盘预期保守一点1 billion应该是很有希望的。按照最保守的4%左右的空投份额，应该会在4,000万刀左右的空投。

那么，
一根羽毛的价值就是
94037255/294708317=0.319085854 USDC
或者换一个方式算
294708317/94037255=3.133952783
每存入1U就会有约3根羽毛

这里都是平均值的大概估算吧。
具体能到多少，以及在什么范围内会有锁仓，这个就看官方最后的消息！

当然这些数据都是我的个人理解，肯定也有很多不准确的地方，欢迎 Richard和Team的其他成员及时纠正。
有兴趣的朋友们也可以看看项目的公开资料解读以及Dune的具体的详细数据。

--------------------------------

最后还是想强调，
成就一个好项目，必须是要有天时地利人和的：
-人和的部分已经具备了，项目团队都很不错。
-地利也没有大问题，PayFi的赛道、Solana生态支持。
-就看天时：大盘稳住，时机选对了，一切就不是问题了。

Puma这个名字灵感来自于一种神鸟，据说只要被神鸟的影子，掠过的人都会拥有美好的运气！
FLG！
希望大家可以相互成就、共享天下！

[Truflation @truflation]

🚨 Could this be the calm before the next storm?

Since March 2025, Truflation data shows a relatively stable inflation environment following a sharp decline earlier in the year.

If our trend shifts, you can bet gov. metrics will follow.

We’ll keep you updated with the TRUF🫡