New Anthropic news looks like a potential tailwind for the Neocloud colo sector. Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet). As Anthropic is pursuing its first DC leases. "The AI company has signed more than a dozen letters of intent with U.S. developers" per The Information.

Hut 8 has priced $4.25 billion of investment-grade senior secured notes due 2042. The fully amortizing notes will finance the development and construction of a turnkey data center at our Beacon Point campus, which will comprise six data halls with a combined total of 352 MW of IT capacity. Read the full release: hut8.com/news-insights/press…

Today, we remember a legend. On this day in history, Harambe would have celebrated another birthday. An icon that became part of internet history, American culture, and an entire generation’s timeline. Tomorrow marks 10 years since we lost him. Ten years since the moment the world stopped scrolling and collectively mourned something bigger than a meme. He became a symbol of loyalty, strength, chaos, unity, and the strange beauty of the internet bringing millions of people together for one cause: never forgetting Harambe. Everyone remembers where they were when they heard the news. And somehow, a decade later, his legacy still lives on. Gone, but never forgotten. Rest easy to a true patriot. 🕊️🇺🇸 May 27, 1999 — May 28, 2016 Forever in our hearts.

- the man behind hyperliquid:native - immigrant background - raised by a single mother after divorce - self-taught physics at 16 - wins gold at the International Physics Olympiad - starts trading crypto in 2019 with $10K from a living room in Puerto Rico - builds Chameleon, one of the largest crypto trading firms - shuts it down voluntarily - sees crypto drifting away from decentralization (FTX) - decides to build something new - co-founds Hyperliquid - team of just 11 people - no VC funding, no investors, no MMs - rejects $100M at a $1B valuation - processes over $4 trillion in volume - generates ~$900M in profit in a single year - core philosophy: neutrality and integrity - fees automatically burned on-chain - becomes one of the most profitable protocols in DeFi - Jeff Yan

12.05.2026

We’re excited to announce @Anchorage is partnering with M0 to power stablecoin issuance using M0’s modular infrastructure. Anchorage Digital will become the first federally chartered digital bank to do so.

This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work. Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor. Within 3 years, he was running one of the largest anonymous crypto trading firms. Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed. Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto. Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to. Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do. In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️

The investor dinner and the start of something great. 1kx @HeyChristopher @Explorerdfa @karimhelpme 1Confirmation @YekiM_o a16z @Jay_Drainjr Archetype @DannySursock Bitkraft @CegaPereira Blockchain Capital @_Kinjalbshah CMT Digital @OliverJaros_ Compound VC @0xsmac Crucible Capital @Melt_Dem Cyber Fund @Lomashuk Dragonfly Capital @TomhSchmidt Electric Capital @MariaShen Fraction @Tkhoury Frictionless @SolanaLegend @LoganJastremski Hashed @Baekkyoumkim Haun Ventures @Brxckinridge Lightshift @SimaoCCruz Maximum Frequency @Neilhar Multicoin Capital @SpencerApplebau @ShayonSengupta North Island Ventures @GregMRosenthal ParaFi Capital @Anjan_Vinod Portal Ventures @EvanbFish Polychain @codeisnotlaw Reverie @Lsukernik Strobe Ventures @WinnieLaux Yzi Labs @0xRickyW

Meet the new Stablewatch

Around 40 Iranian Shahed-136 drones targeted the UAE. Ukraine, experienced in stopping them, has offered support, sharing technology that disrupts their navigation systems with up to 90% success. A million thanks to Ukraine. 🇺🇦 @Abdulkhaleq_UAE

Iran fired more missiles at the UAE than at anyone else in decades, including Israel. Zero protests in London, Paris, or New York calling on Iran to stop attacking civilization and hope in the Middle East. Yes, no protests tells you who controls your streets and who they work for. That’s information, and you’re welcome.

Dubai update: One of these days where I feel very grateful for the US military and global presence of the US apparatus. Almost guaranteed that ballistic missiles and many more drones would have gotten through to urban centers like Dubai, and killed countless people, if not for the 10 US navy ships and US anti-air technology that kept the GCC safe last night. People like to pretend to not want the US unipolar world order but you only really understand how good we have it when it’s 4am on a Saturday night and you’re up listening to the sounds of intercepted ballistic missile and F-16s. There is evil in the world, Iran is major part of it, and my conviction in its destruction being a service to humanity is the strongest it’s ever been.

“in this house jane street caused the bear market, end of story!”

Four million transactions in the first week of Robinhood Chain testnet. Developers are already building on our L2, designed for tokenized real world assets and onchain financial services. The next chapter of finance runs onchain.

[ ZOOMER ] HYPERLIQUID LAUNCHES LOBBYING GROUP "HYPERLIQUID POLICY CENTER" LED BY JAKE CHERVINSKY, HYPERLIQUID FOUNDATION TO SEED IT WITH $28M OF $HYPE: FORTUNE

i feel the need to point out that, with respect to number 6, we have been doubling q/q revenue for the past year working directly with frontier AI labs. the issue is more about apathy within the crypto circle itself & a focus on imaginary stories instead of what’s already there

Regional serivce providers like @FlumeInternet are going to power the Internet of the future. Truly an honor working with CEO @PrashanthVij to bring a DAWN overlay to Flume. Can't think of a better network underlay to light up NYC with multi-gigabit wireless.

Thanks for the thought-provoking piece. My main critique is that you are overemphasizing flashy but low probability events like “left-handed bacteria,” while merely giving lip service to the risk of extreme economic concentration of power, which is very real and materializing as we speak. Anthropic is reportedly raising funds at a $350B valuation, and the wealth created thus far has been concentrated into a few hundred (perhaps more like dozens) high net worth individuals / institutions. It’s looking increasingly likely to me that none of the leading AI labs will IPO until they reach valuations in the trillions, at which point retail investors will finally be able to get shares. In order for retail to get a 100x return on these investments, which was achievable for Apple, Microsoft, Amazon, and Google, the valuations of the AI labs will need to reach hundreds of trillions of dollars, meaning it’s likely too late for a more equitable redistribution of wealth. Simply put, you are currently exacerbating the problem. The consequences of this are that voters may take matters into their own hands and push for either or both 1) more aggressive / nonsensical forms of redistribution — the CA Founders’ Tax is just the beginning or 2) a drastic knee-capping of the AI industry in America, which make the CCP dominance scenario more likely. The solution is to enable retail ownership now, increasing the number of Americans with economic exposure to Anthropic and other AI labs from hundreds of people to millions.

Proud to power @1MoneyNetwork stablecoin issuance stack.