⭐️ The winner of the @Dorm_DAO @artemis Research Competition : @nyubnf @InvstrJ and Campbell ⭐️ Ya'll crushed it with the bittensor:native short (although it's been up 23% since April 20th!). Thank you for pushing Artemis and writing deep fundamental research on Bittensor. Announcing 2 more winners very soon 👀

Update: @Dorm_DAO @artemis Research Competition Looks like we have clear #1 and #2 and #3 with: #1 @ev4nthompson (Oregon Blockchain) - Long AI Data Infra / Energy #2 @InvstrJ (NYU) - Shorting $TAO #3 @meta_rylan (Nova Blockchain) - Long ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 Keep them coming :) still have 2 more days!

Posted my article on @artemis Take a read and tell me how you think! If you like it, please like:) artemis.ai/justina_958c80/ar… #artemisAI

A friend who almost made Partner at MBB told me something that stuck: In NYC, being an MBB partner with Ivy League degrees and a $1M salary doesn't even put you in the top 1% of the city. You're just another cog in the machine. While the same person in Mexico City can easily become a social elite and be in rooms with government ministers and business dynasties. Their relative status and influence is 10x higher. Geographic arbitrage is more than just the cost of living. It's about relative status and access. The same logic applies to funds and institutions: A second-tier US fund fights for scraps from deals the top firms already monopolized. That same capital deployed as a first-tier fund in an emerging market? Better returns, less competition, and you actually build your own influence. Choose your battle wisely.

Iran ceasefire just dropped. Two week pause on bombing, brokered by Pakistan. Trump says military objectives met, Iran put forward a 10 point proposal both sides accepted as a framework. Iran's foreign minister confirmed: if attacks stop, their forces stand down and Strait of Hormuz reopens with coordination. Markets reacting fast: - Crude oil crashed 14.7%, down to $96.30 - S&P 500 flat, basically unchanged at 659 - Bitcoin ripping 4.6% to $72,040 Oil is the obvious one. War premium getting priced out immediately. BTC rallying on the risk-on shift. S&P didn't move much because it already had a muted reaction to the war overall. Two weeks isn't peace. It's a window. If this falls apart we're right back to $110 oil and everything that comes with it. But if they actually finalize something, the inflation outlook for the rest of 2026 changes completely. Watch oil. That's your leading indicator right now.

AI is no longer a vertical, it’s infrastructure. But the infrastructure is broken: concentrated, expensive, and energy-constrained. Here, I break down why DeAI is emerging as the next investment frontier . Featuring: • Akash • Render • Bittensor medium.com/@SS4ever_DM/decen…

Most DeAI discussions focus on long-term potential. We looked at what happens when you combine: • macro risk-off conditions • emissions-driven supply • weak value capture Result: a TAO short thesis. Full report below — would love thoughts 👇 medium.com/@SS4ever_DM/tao-s…

🗓 THIS WEEK IN CRYPTO — Mar 1–5, 2026 📈 BTC bounced to $73K. Korean stocks (KOSPI) crashed 20% in 5 days and $13.7B rotated OUT of equities — a chunk of it went into crypto 🏦 Spot BTC ETFs snapped a 5-week outflow streak with $1B in inflows. Institutions are creeping back.

#Bittensor #TAO #DeAI #AICrypto #Web3

很多人把跨链问题当成 bridge 问题。 Hyperlane 通过 ISM (Interchain Security Modules)， 应用可以自己选择安全模型，而不是依赖单一桥。 multisig / zk / optimistic / custom validators 都可以组合。 某种程度上，这是 模块化跨链安全。 我的研究 ↓ medium.com/@SS4ever_DM/hyper…

🚀 Just published: Why Grass ($GRASS)? 🌱 In this piece, I break down why GRASS is uniquely positioned at the intersection of AI, crypto, and decentralized data. Read it here ➡️ medium.com/p/why-grass-grass… #Crypto #AI #Web3 #Grass #SolanaAirdrop @getgrass_io

Had an amazing time at the One Piece event. I learned a lot from the speakers and is excited for more!

🤞

And the 90’s

Join NYU Blockchain & Fintech Club and NYU Blockchain Society for the First-Ever NYU Blockchain Conference on November 1st!🚀 Sign up here: eventbrite.com/e/nyu-blockch… Here is more about our inaugural conference⬇️