I know everyone's focused on Nancy Pelosi copytraders sending $BE up 11.83%. Or Trump... But you know what else is cool? FAU bottlenecks for CPO. I remember saying earlier this year FAU/Foci might be a future bottleneck around $TSM / $NVDA CPO roadmaps... This was some media commentary supporting that: "It is understood that Largan Precision (3008), FOCI (3363), and China’s TFC have entered $NVDA FAU supply chain" "Based on an estimated 20,000 Spectrum-X systems shipped this year, the optical engines installed in those systems would require approximately 600k-700k FAUs" In 2027, demand is expected to reach several million units, and existing supply chain capacity is currently unable to meet demand." (UDN, mandarin -> english translation is kinda off) Cough cough, "existing supply chain capacity is currently unable to meet demand" Tad early right now since mass production is expected H2 2027, but cool to read updates around this.

Hardware Hack Day 30/08/26 We handed a room full of builders a ESP32-S3 development board with a touchscreen, Wi-Fi, Bluetooth and a battery. The challenge was simple: build something insane. From idea to working prototype, the feedback in the room confirmed it was a Sunday well spent.

Today on MCG $ROUTE | @routedotfun w/@rapidssh Route is a DEX aggregator on Robinhood Chain for finding better swap routes Highlights include: 00:59 – Micah's background 02:36 – Route's origin story 04:53 – What makes a great aggregator 06:52 – Live routing demo 09:07 – Route V2 speed upgrade 11:15 – Why fast quotes matter 14:18 – How to dominate the market? 15:21 – Current traction 16:23 – BD and integration strategy 18:09 – Solana vs staying EVM 21:00 – VC interest so far 22:00 – Tokenomics and value accrual 23:01 – LP yield plans 24:01 – Roadmap and V2 launching this week 28:31 – Winner-take-all market debate 30:08 – Team size 32:32 – Closing thoughts