“Value investing  is a way to lose money” @HadickM says markets are increasingly rewarding flows, storytelling, and venture-style upside over cash flows and traditional valuation. Buy the winners. Price growth. Ignore value.

Value accrual for sun-token:native is designed to be deterministic. We route protocol revenues from across the ecosystem—spanning SunSwap, SunPump and SUNX— directly into a programmatic buyback and burn model. On-Chain Execution Tracking: ▫️ Permanently Burned: 678,548,010 sun-token:native (~$11.44M) ▫️ Pending in Queue: 7,707,026 sun-token:native A continuous supply sink backed by actual on-chain cash flow. Stay tuned.

Value is created when intelligence is deployed. Today, we’re launching the Factory Partner Network, supported by a $100 million investment in partnerships to help enterprises deploy their software factory. We're deeply invested in the success of enterprise customers. Moving AI from pilot to production takes more than AI-powered code generation; it takes trusted and talented partners who understand the organization, the technology, and the stakes.

ValueAct Capital Potfolio Updates New Positions (Buy): 1 $PAYP Added to Existing Positions: 7 $CBRE $RKT $SPOT $TOST $KKR $BLK $AMZN Reduced Positions: 6 $LLYVK $SSD $RBLX $LYV $LLYVA $MDB Fully Exited / Sold 100%: 1 $DIS