Glass substrates will likely become a big investment theme in 2027, especially if we remain in a bull cycle, where themes tend to get fast-tracked I’ve already done some coverage, including an interview with LPK’s CEO In case anyone wants to check it out

Glass substrates are arriving sooner than planned. NVIDIA is pressing its substrate makers to speed up development, which could bring adoption to before 2028. BOE has 24 layer substrates over 100 by 100 mm already validated in house and being tested with real server CPUs and GPUs, with a mass production investment decision by 1H27. Samsung Electro Mechanics and LG Innotek are targeting 2027 to 2028. Glass replaces the conventional core inside the package with a much flatter and more stable material, so AI chips can be packed denser and run cooler. Packaging is turning into the next capex fight after CoWoS. -TrendForce

GLASSNODE: Bitcoin flashes key momentum signal behind past bull runs. 🚀 • MVRV ratio crosses above 365-day average. • Same signal triggered 2019 and 2023 runs. The BTC rally is only beginning!

Glad to see that Ethereum L1 will have a new strong prediction market contender that is dedicated to decentralization, and being ethical and not corposlop, and to actually trying to do interesting and meaningful things with this class of economic primitive.

Glad to see X has rolled out the “Under the Hood” program more widely. You can now check your own account performance. I checked mine for August and here’s what I got: - 1,030 posts analyzed, including replies - 0 account-level penalties or labels - Just 1 post flagged for potential spam - 99.91% of posts were unflagged - The flagged post was hidden from recommendations to non-followers Pretty clean overall. I think it would be even better if X eventually showed us which specific post was flagged and why. That would help creators understand what triggered it and avoid making the same mistake again.