Got to spend time today with the new Opendoor OGs - @nejatian and @lucmatheson - at the new Toronto offices. I will write more later but, OPEN Aarmy, your investment is in GOOD HANDS 🙌🏻
The sentiment in the $ICP community compared to almost every other crypto right now is night and day.
While others are panicking, shutting down operations, getting hacked into oblivion, or watching founders take "mental health breaks," the ICP ecosystem feels energized.
For the first time, the technology is being placed at the center of some of the biggest challenges in tech:
• Online identity & privacy
• Sovereign cloud infrastructure
• AI guardrails
• AI infrastructure
• Decentralization
Governments are exploring ICP. Discussions with organizations like the UNDP are happening. Builders are launching apps, businesses, and entire ecosystems.
What excites me most is the community.
The panic is gone. The conviction is back.
People are creating ICP content because they genuinely can't help themselves. Others are building businesses and applications who otherwise never would have touched software development.
The energy feels different right now.
I'm genuinely thrilled to be here. 🚀.
A bunch of people are talking about $REPPO, and for good reason
I did the hours of research, so you don't have to
Here's EVERYTHING you need to know 👇
https://t.co/ip6quQv1dt
@Zero2HeroZombie Inflation/emissions already down 40% thanks to #Mission70. Cloud engines will now create a serious deflationary pressure. I'm hopeful we can blow past -70% net by EOY, but a lot work ahead
$OPEN already hit $40 in 2021 so I see $100 as inevitable with this team. I could also see this happening (much) sooner with a housing rebound.
$500 is harder to call but with the TAM I don't think it's a big stretch. $UBER hit $200B market cap on a much smaller TAM.
these are getting ready to be delivered to the folks who pre-ordered and I can't wait to try them out!
next stop will likely be directly on Amazon with the energy powders and then physical storefronts alongside the sparkling water products.
@rektdrinks will eventually be in every store, everywhere - inevitable.
Caffeine is separating how you build from where you ship.
Build with any AI and toolchain, then host a real, self-owned product on the Internet Computer.
New plans, new ways to build, plus collaboration coming soon.
Network revenue quickly approaching 500k REPPO!
As 5 more datanets launch in June 2026, we are confident that we will hit half a million in network revenue.
Instead of Reppo Foundation practicing buyback and ❤️🔥, users market buy $REPPO and pay the network.
As a reminder, of all datanet creation fees -
10% is burned permanently
40% is locked in a performance pool
50% is locked while the datanet stays active
Of all publishing and access fees, the network charges 10% take rate and currently sits locked in the treasury.
⛽️⛽️⛽️
A growing number of enterprises are waiting for ICP cloud engines. This summer, we'll start distributing promo codes for creating engines that run for 2 weeks for free, over Internet Computer nodes. Fluid sovereign onchain apps with AI inside = create, experience, want forever...
Strong $OPEN day. Here are the narratives I'm intuiting
1) 10 year looks to be peaking / war winding down
2) Russell 2000 listing driving pod shop / quant flows
3) $OPENAI / $OPEN retail hype ($SPCE analog)
4) Potential early rotation into housing plays (Buffet / Greg Abel big acquisition)
5) Team continues to execute on all cylinders
6) Housing market holding up (mortgage apps holding steady even at 6.5+% rates)
7) Warsh-led Fed to drive easing bias / look through oil-inflation shock
Should be a good summer for the $OPEN gang 😎
MSTR is the vehicle through which Bitcoin could be exited to the sleepwalking capital of institutional laggards with a half-understanding of what Bitcoin actually is. Saylor is a soon-to-be two-time fall guy, a professional useful idiot. The current valuation is based mostly on a cult con game that unlocked access to these passive flows. A decade long innovation freeze has killed any chance of Bitcoin ever acquiring the fee revenue it needs to stay afloat further along the emission curve. All it has is social pressure, a snowball of adoption that nearly rolled all the way into the welfare of government reserve purchases. Now that it has lost its momentum it needs to find some grounding in reality, but taking its number one spot for granted for so long has left it without a plan B.