$SOL volume feels a little too stable today... but honestly, quiet timelines like this are usually when the alpha corner starts smelling money first One project I’ve been watching closely today is $VIRL Personally, I’ve always liked these “Meme + Utility” type projects because at least they have a clear direction instead of being another random meme coin praying for a pump The core idea behind is actually very simple : “Trends appear first. Coins are just tools to tokenize attention” Instead of forcing memes into existence and hoping they go viral, AI scans TikTok, X, Reddit, and social media in real time to detect : - rising hashtags - unusual engagement spikes - shifting sentiment - cultural trends before they explode Once the AI spots a trend with potential, users can instantly deploy a memecoin through with almost zero friction , no coding, no complicated setup What I like most is this : The AI doesn’t create memes It hunts where attention is ABOUT to flow That’s why their slogan actually hits : “The trend is live. The coin isn't yet. That gap is the trade ” And honestly, most money in this market is usually made inside that exact gap What really made me pay more attention today is the fact that they officially launched V2 FULLY LIVE instead of another endless “coming soon” testnet narrative + Some of the upgrades include : - Jupiter routing integration - optimized mobile UI/UX - faster deployment flow - upgraded backend + RPC infrastructure for handling market FOMO load They’re also pushing hard on CoinMarketCap verification, Binance Square exposure, and Telegram trend feeds From the outside, it genuinely feels like the team wants to build real infrastructure for the “attention economy” on Solana rather than just farming one meme cycle and disappearing If is the place where coins get minted, then wants to become the place that tells you which narrative is worth minting before the market notices it + Their roadmap is also pretty ambitious : - AI Attention Engine - Real-time Trend Terminal - Liquidity flow tracking - Social-driven alpha infrastructure But of course, every narrative has risks + The biggest concerns for me are : - Is the AI fast enough ? If the trend is already x5 or x10 before detection, then it’s already too late. - Can it filter signal from noise ? Social media is full of bots and fake engagement now. If the filtering isn’t strong enough, it could end up deploying pure garbage narratives - Execution still matters most SOL PVP moves insanely fast. Even with a great tool, slow execution still turns users into exit liquidity + Overall : I genuinely think this is a project worth putting on the watchlist The combination of AI + Attention + Memecoins + Real-time trends fits the current market extremely well, especially if SOL volume starts heating up again Now it’s all about watching how V2 performs in real market conditions and whether their AI can actually sniff trends faster than the broader market What do you guys think ? Does this actually have the potential to become a real alpha-hunting tool, or is it just another “old wine in a new bottle” narrative ? BiywH8Eq2CbGhwMHKwCnfTiccWJwN7r1Q4Qn9hsypump

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HSBC Raises $NVDA PT to $325 from $295 - Buy; ER Preview Analyst comments: "At its upcoming 1QFY27 results announcement on May 20, we expect NVIDIA to report 1QFY27 revenue of USD81.1 billion, 4%/3% higher than management guidance and Visible Alpha consensus estimates of USD78.0 billion/USD78.6 billion. We also expect 2QFY27E revenue of USD91.1 billion versus consensus estimate of USD85.6 billion, implying another “beat and raise” quarter. We also raise our FY28E EPS by 27% to USD13.01, 16% above consensus of USD11.20, on higher FY28E data center revenue of USD528 billion versus consensus of USD465.3 billion, on the back of an upward revision to chip-on-wafer-on-substrate allocation from 900,000 to 1.1 million wafers. Over the past five years, all major NVIDIA stock price movements have been led by a combination of its evolving AI product roadmap — starting with significant ASP pricing power with first-generation AI GPUs, A100 and H100 — driving significant earnings upside along with consistent “beat and raise” financial results. However, since the buzz around sovereign AI and the opportunity from neoclouds, no new narrative has emerged, and NVIDIA shares have underperformed the SOX over the last six months despite having two GTC events and two sets of financial results that beat estimates and raised expectations. Hence, we believe AI GPU earnings momentum and its upcoming Vera Rubin and Rubin Ultra product roadmap have become less meaningful narratives for significant re-rating or share price upside potential. Despite the ever-increasing CAPEX trend by CSPs that shows no signs of abating, NVIDIA now has to share the CAPEX with memory makers, AI networking, and server CPU vendors. Hence, NVIDIA needs to show evidence of diversifying its non-CSP customer base to fuel its AI GPU momentum. New TAM opportunities via agentic AI server CPUs and its recent optics-related deals could also potentially be emerging narratives that could lead to more significant earnings revisions or re-rating." Analyst: Frank Lee

Some of my perspective on where the @ethereumfndn is going. First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition. My input has been largely on technical questions. The board is in the process of expanding, and my own power within the org will continue to decrease, which is honestly what I want. The 2025 era brought many important improvements to EF and its ability to execute. Many issues were resolved, and EF continues to benefit from its improved efficiency and greater focus on concrete goals to this day. And so with those problems resolved, early this year, the largest remaining hole that I perceived was something different nagging at me: I would regularly spot people saying things like "vitalik says these beautiful things about ethereum needing to be decentralized, and have privacy, and be a sanctuary technology, but why do the EF's actions not reflect that?" Now, you may have been hearing something different. You may not have been sensing a feeling of crisis at all, and maybe were hearing people saying that finally we were taking execution and BD seriously and the main task for us is to keep going that way and be even better and faster. Then probably there is genuine difference between you and me, in what kinds of criticism I take most seriously, and what kinds of critics through their criticism are most able to make me feel pain. As an analogy, let's briefly switch over to a different domain. One belief you can have about Google is that it is a success story, and has brought a lot of good to humanity in organizing the world's information. Another belief you can have about Google is that they had a beautiful idealistic beginning, but at some point the corruption of mainstream corporate attitudes seeped in, and they slowly bit by bit completely abandoned the "don't be evil" slogan. My belief on Google specifically is probably somewhere between the two. BUT, if you had taken me back in time to ~2008, and offered me a button to press to make Google one or two standard deviations more "dogmatic", eg. give Richard Stallman permanent veto power over some key policies, I would immediately press it. Why? Because a choice for one company is not a choice for the world, or even one country. Google existed and exists in the context of a technology industry generally drifting away from early idealistic don't-be-evil roots and toward greed for financial gain, totalizing visions of accelerated superintelligence, infiltration by sociopaths, and craven capitulation to (or worse, active participation in) government pressure for ideological control, surveillance and war. And so *one company* doing something different, positioning itself to be what George Bernard Shaw calls the Unreasonable Man, resisting the trend of the times, would have been better for freedom, balance of power and stability of society as a whole, than *all* large companies bending to dominant trends. This is a part of my version of pluralism. This line of thinking is not just mine, but I also is not too far off from what Aya and others had in mind with the Mandate. Now how does this all get to the role of the EF? EF is not a "center of Ethereum", rather EF is "one node, with a defined purpose, alongside other nodes". We've always said that the EF should be the latter, but many in the Ethereum ecosystem (and even within the EF) wanted us to be the former. Now, we are taking action to ensure that we will be the latter. This is particularly important because EF is a limited organization, with limited resources and limited organizational capacity. The EF has only ~0.16% of all ETH (less than many other individual ETH holders), whereas among other blockchains it's common for "the central foundation" to have 10-50%. Fiscally, the EF was originally designed to fulfill a limited work scope defined in the token sale docs and other pre-launch materials (building the chain software; getting through Frontier, Homestead, Metropolis, Serenity), which was fully completed in 2022; it was not designed to be an eternal steward. And so today, the EF is choosing to use its remaining resources to pursue longevity over breadth (yes, this means we sell less ETH). The EF focuses *specifically* on those activities critical to the success of ethereum as a censorship/capture-resistant, open, private and secure system, that would not happen otherwise. This means making hard choices, and in some cases even activities that we highly approve of and people that we highly respect becoming outside of the EF. People of great technical talent, public respect and even alignment with the mission and CROPS being outside of the EF is in fact necessary if we want important tasks to be able to attract outside capital. This also means the EF taking opinionated stands culturally. This is all intended in cooperation with all other parts of ethereum. We recognize that many other parts of the ethereum world highly respect CROPS and related values. But highly respecting is not the same as choosing to specialize and totally dedicate to a domain (Compare in a different domain: I think reducing animal cruelty is important, and I like vegan food, but am not full unconditional vegan myself) EF is still in a transition period, and we expect its new long-term form to stabilize over the next few months. What are the guiding principles of this new form? Again, I am only one person, but I can give my answer from a technical perspective (there are also critical non-technical aspects). At the core, *Ethereum must be impressive*. We are living in an age of highly intelligent AI and all kinds of other technological acceleration. "Status quo EVM, with a hard fork or two a year to optimize for short-term needs of users" is not interesting. To some, "impressive" means: 250ms latency and 1M TPS. I think Ethereum trying to go that route is a mistake. Being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose. I think Ethereum should scale. But I think Ethereum should strive the hardest to be deeply impressive in a different dimension: the CROPS dimension. This means things like: * Provably bug-free Ethereum. This is a goal that all cybersecurity researchers would have thought is absurd and impossible, up until roughly 6 months ago. Now, it's on the cusp of being possible, thanks to AI-assisted formal verification. So we should be frontrunners in doing this. * Available chain consensus. Ethereum is, and with lean consensus will cotninue to be, the ONLY chain that has both (i) traditional-BFT style properties that it's safe under asynchrony up to a high level of fault tolerance, and (ii) the bitcoin PoW-style property that under synchrony it's safe up to 49% attackers. As far as I can tell, literally no other chain has this or is planning for it; bitcoin goes for (ii) only and most other chains go for (i) only. Some will remember I fought hard for this, Unreasonably insisting that it is not OK for ethereum to rely on social consensus and hard forks to rescue ethereum from 34% of nodes going offline. It's OK for chains like hyperledger, bnb, solana, tempo, etc. It's not OK for bitcoin or ethereum or eg. zcash. * Intermediary minimization. The fact that smart contract wallets, protocols like railgun, etc have to send transactions through intermediaries to get included onchain is honestly embarrassing, and it's a constant point of fragility. Hence the work on FOCIL and EIP-8141 (and 7701 and years of work before) to make transaction sending intermediary-minimized with public mempool and strong inclusion properties, in a truly general-purpose way, that covers not just eg. secp256r1, but also privacy protocols and much more. Kohaku is pushing intermediary minimization at the user layer, pulling Ethereum away from the dystopian status quo world where our wallets don't even verify the chain, send our private data out to a dozen third-party servers, and toward a brighter CROPS future. Some of these goals are Unreasonable - maybe Ethereum would be "fine" getting only 50% of the way - what if we depend on intermediaries, but make it easy to switch? But going 50% of the way would not make Ethereum Deeply Impressive in the CROPS way. So we push for 100%. Fortunately all these goals are compatible with high TPS, this is a major focus of research (esp. on scaling the state). Well-designed L2s can also help, especially L2s optimized for specific applications (eg. high-volume trading, privacy...). These goals are even compatible with significantly lower slot times, thanks to Raul's work on erasure-coded P2P, and many other optimizations. The most high-value "product" of the ethereum blockchain, financially speaking, is ETH the asset. Ethereum secures $250 billion of ETH. The types of properties of Ethereum that I mentioned above are very good for ETH the asset. Nearly 90% of my net worth is in ETH, and most of the remainder is ~$40m of onchain fiat of which every dollar has already been allocated for some open-source biotech or software or hardware initiative. That said, there are aspects of supporting ETH the asset - *necessary* aspects even - that are outside the scope of the EF. This is where we need other heroes (some of whom hold more ETH than the EF does) to step in and help. EF has been recently thinking more about how it will relate to other such organizations, and give them needed initial support. EF will be a smaller ship than in previous years, a more opinionated one - in some cases more opinionated in ways that might be difficult to comprehend - but a longer-lasting one, and one suited to making sure that ethereum brings something meaningful to the world. We are grateful to all those inside and outside the EF who are helping to make this happen.

For almost 3 years now, since CitriniResearch’s first AI Infrastructure article in May 2023, we’ve published our Dynamic AI portfolio. It’s our longest running actively managed portfolio and just crossed +400% since inception. We have attempted to stay ahead of rotations within AI - everything from GPUs to optics to memory to power and more. Through every drawdown and rip of the majority of this cycle, our AI allocation has been transparently open for our subscribers. It’s one thing to write research, it’s another thing entirely to publish a collection of positions based on that research. At this point, we’ve written about 20 articles related to AI and it’s sub-themes - each one has has trades, some of which I certainly wish I’d held longer, some I wish I hadn’t put on and some I’m quite proud of. Funnily enough, the biggest single winner by contribution rate remains when we went short with 50% of the portfolio on SMH leading into the “DeepSeek” moment and covered in April. Another amusing thing, I’ve been covering the AI infrastructure trade for more than a thousand days now and I don’t think a single one of them has gone by without someone calling it a bubble. 3 years is a long time to trade a single theme, but every time that I think I’ve seen all this trend has to offer, it surprises me with something new. Curious what the next thing will be, and hopeful we’ll be ahead of it.

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People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable. A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations. The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around. Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets. But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.

A pretty dull day with barely any volume, so let’s just run through the few things worth mentioning. $Movember Movember takes its name from the global Movember movement, where men grow mustaches in November to spotlight both physical and mental health. This token is more than a meme, it carries a real mission, turning the mustache symbol into a call to support mens health. All creator rewards are donated to the Movember Foundation, giving the project a mix of fun energy and genuine social impact. POV: In the short term, price is likely to move sideways around the five hundred fifty zone to rebuild momentum. If we see a series of small-bodied recovery candles and gradually increasing accumulation volume, the probability of a rebound and formation of a higher low is quite strong. On the downside, if a long red candle closes below the five hundred level, the trend will likely shift into a deeper correction phase before forming a new bottom. CA: ETBvFrgNvQ9NnNwg9CAVQjv7XMRJZWeYVHnJYGy9pump