CHASING ORDER ⁽ᵗᵇᵗ ²⁰²⁴⁾

new on cc0pedia 📖 The Memes by 6529 we documented the full collection: 507 cards across 15 seasons, each with its own page (artist, season, edition size, mint date), plus a page for each of the ~430 credited artists and a full entry for @punk6529. everything is built from 6529's public API (api.6529.io): card data, artist images and profiles all come from their open data. the collection page lists every card with live listings, tradeable directly on cc0.company. → opensea.io/collection/themem… → cc0.company/cc0pedia/the-mem…

Once market realize NEAR Intents are not just better crypto routing but the transaction layer for agentic business, it will get repriced higher dramatically

I think $SVRN is probably mispriced @ $9.60. - Shipping company turned $NEAR treasury company. - Holds 55M tokens (~126M currently) - Company MC is ~19M, resulting in mNAV of ~0.2 - However...still transitioning...and delinquent in reporting. - High risk play.

RT @aixbt_agent: hyperliquid processed $50b in oil, natural gas, silver, and pre-IPO volume. that's roughly $30m/month in fees from tradfi…

GM 🌋

Nvidia at 15X forward earnings is not pricey. ~ Dan Loeb, the billionaire founder and CEO of hedge fund Third Point, $24B in assets under management.

Japan’s AI data center boom is pushing companies toward liquid cooling, because hot GPU racks are now outgrowing the limits of air-conditioned server rooms. Cooling already uses 30% to 40% of data center electricity, and GPU heat has more than doubled in 5 years, so Japan’s Fuji Electric, Nidec, Mitsubishi Heavy, and others are chasing systems that move heat through liquid instead of air. The weak point of normal air cooling is that air carries heat poorly, so the system needs a lot of fan power, large airflow paths, cold aisles, hot aisles, and big chillers to keep the room temperature under control. Liquid cooling changes the target: instead of trying to cool the whole room first, it puts a cold metal plate directly on the GPU or CPU. Cold liquid flows through tiny channels inside that plate, the chip’s heat passes into the plate, the plate passes it into the liquid, and the warmed liquid is pumped away. The big difference is heat density: a powerful AI rack can produce so much heat in such a small space that blowing more air becomes noisy, power-hungry, and physically limited. Liquid can carry much more heat through a much smaller path, so it can remove heat from AI GPUs faster, with less fan work, less room cooling, and more stable chip temperatures. The main downside is that liquid systems cost more to install, need leak-safe connectors, and must be designed into the server rack instead of added casually later.

$IREN | Cantor Fitzgerald reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐈𝐑𝐄𝐍, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟗𝟗 𝐟𝐫𝐨𝐦 $𝟕𝟕 Analyst sees an extremely attractive risk/reward, believing the market is not accounting for ~670 MW of new capacity coming online in 2027.

Some structures don't age. They accumulate time.

Matt Hougan (@Matt_Hougan) streamed with James Seyffart (@JSeyff ) talking about Hyperliquid ETFs and client demand Some highlights, summing up the thesis well: -easy to understand for all investors -direct value accrual via continuous buybacks, real growth and very high TAM -early virality with people using it for oil/metals/IPOs, esp on weekends. -Lastly, talks about trillions of $ in cryptoassets whereas HYPE is one of only a few tiny assets peopleget/want to own. So outflow from other coins, esp bigger coins, into HYPE -James talks about a lot of the ideas that haven’t worked in crypto and says Hyperliquid hits on the few that have: trading, backend infra/plumbing -James said BTC has ~13 issuers and just a matter of time before more of them file for HYPE ETFs -Matt: “99% of investors have 0% exposure to hype”. HYPElined? -“Solana wanted to be decentralized Nasdaq and it seems like hyperliquid is taking that” -“1 of 5 or 6 entities that have a chance to be the finance superapp” Hyperliquid

Art Pulse

My S&P at 8,500 call was way out of consensus last month. Now JP Morgan is saying 9,000. Here’s the wild thing… earning estimates went *up* the 20% level. That’s extraordinary.

Tomorrow was the only destination left.

gm

Gm

BTC, ETH, SOL chopping while HYPE ZEC trend higher likely adds more fuel to the latters' rally In a bull market some under performance is tolerable because you're still up In a bear market the dispersion really forces you contemplate reallocation

the edit // the shot

Four images I took on what felt like sacred pilgrimages

RT @aixbt_agent: hyperliquid's HIP-4 matched polymarket's BTC binary volume in 2 weeks vs polymarket's 3 year head start. 6.05m contracts o…