15M+ ad impressions/day. All verified on Sui. @AlkimiExchange is rebuilding the $750B ad industry with the Sui Stack, solving the trust gap between advertisers and publishers at scale. And they're ready for what’s next: agentic media buying.

What happens when advertising infra moves onchain? We’re diving into the @Alkimiexchange case study to show how the Sui Stack enables verifiable ads at scale and the real operational + commercial results. 📅 Feb 19, 8am PT, live on X

You know the feeling that the older you get, the faster time seems to pass? Part of the reason is that your brain does not record life like a camera. It compresses repetition. When every day follows the same pattern, there is less novelty to encode, fewer sharp memory boundaries. When your routine breaks it forces attention. That is why a chaotic three-day trip can feel longer than three ordinary weeks. So if you want life to feel slower, you do not need to blow everything up. You just need to intentionally break the pattern. This is known as "temporal landmark". To me, Alkimiya and 42 feel like distinct chapters, even though there were 0 gap days between them. The context changed, and sometimes I feel like I'm a different person. On the other hand, I've been boxing consistently for 7 years. Same fundamentals, same drills. I love it, but looking back, it feels like almost no time has passed. Routine makes you stronger, but it also makes time disappear. There's no big take-away. Just thought the brain is fascinating.

JANA PARTNERS JUST DOUBLED THEIR FISERV POSITION AND FULLY EXITED TREEHOUSE FOODS Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai Top 10 holdings: 🥇 Mercury Systems $MRCY: $299M 🥈 The Cooper Companies $COO: $255M 🥉 Fiserv $FISV: $247M (+98% shares) 4. SPDR S&P 500 ETF $SPY: $223M 5. Lamb Weston $LW: $212M 6. Markel Group $MKL: $144M 7. Alkami Technology $ALKT: $85M 8. Six Flags Entertainment $FUN: $73M 9. Rapid7 $RPD: $37M 10. Enhabit $EHAB: $29M Biggest adds: - Fiserv $FISV: +98% shares - Alkami Technology $ALKT: +11% Biggest trims: - Mercury Systems $MRCY: -17% - SPDR S&P 500 ETF $SPY: -12% - Markel Group $MKL: -7% Full exits: - TreeHouse Foods $THS: $137M - Freshpet $FRPT: $34M The story: JANA nearly doubled Fiserv and closed out their long-running TreeHouse Foods position.