This is Mars on sol 1606.
You're looking at another world.
Not a render. Not concept art. Not a sci-fi scene.
That's Mars.
140 million miles away from us.
Grok Computer just released and it comes with full filesystem + CLI access
This is the upgrade everyone’s been waiting for
Regular Grok chat gives you suggestions. Grok Computer actually does the work
It can now:
• Directly read, edit, create, and organize files
• Run any shell commands, install packages, and execute scripts
• Refactor entire codebases across dozens of files in one go
• Debug crashes by searching logs and fixing root causes live
• Build apps, scrapers, automation scripts - then test and iterate until they work
• Create images, diagrams, concept art, and memes with Grok Imagine.....saving them straight to your filesystem instantly
No more copy-paste hell. No more switching tabs or describing what you want. Grok becomes a true pair programmer + creative partner that touches your actual project and generates visuals seamlessly
A lot more coming soon 🚀
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Grok Computer is just released for SuperGrok Heavy users 🔥
Concentrated liquidity printing up to 1,483% APR.
Current ThalaSwap v3 APRs:
• ELON/USDC - 1,483%
• APT/USDC - 714.74%
• USDC/WBTC - 300.83%
• USD1/USDC - 27.94%
• USDT/USDC - 27.03%
• sUSDe/USDC - 9.36%
Provide liquidity and stake your position ↓
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⚙️ AI revenue is concentrating fast
By 2029, growth clusters across the stack:
- Chips: $NVDA $AMD $AVGO
- Cloud: $AMZN $MSFT $GOOG
- Infra: $ORCL $CRWV
Leverage Shares by Themes offers 2x ETFs: $NVDG $AVGG $CRWG $AMDG
Investment involves significant risk.
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Further Statement on Early Concentrated Acquisition of High-Value IDs
eDMT/eNAT has always been built around the principles of fair launch, open participation, and verifiable on-chain records.
We want to clarify that these restrictions are not aimed at “batch minting” itself. In an open network, users may participate in minting through different methods.
What we are addressing is a specific early-mainnet pattern: within an extremely short period of time, in some cases within seconds, a small number of wallets used scripted methods to acquire a large concentration of high-burn, high-value eNAT IDs.
This kind of early concentrated acquisition can materially affect the initial distribution and future circulation of a fair-launch asset.
Based on the fair launch principle, circulation restrictions have been applied at the application layer to the relevant eNAT IDs.
As of now, the restrictions involve:
- IDs initially associated with 4 wallets
- 1,165 eNAT whole IDs
- Approximately 36,594.49 bENAT of potential circulating supply
To be clear:
These restrictions are not wallet-based, nor are they a subjective action against any individual user identity. The restrictions are attached to specific eNAT IDs identified through public on-chain data. If those IDs are transferred, the restrictions continue to follow the IDs themselves.
At the same time, eDMT remains a calldata-only protocol. Protocol-layer on-chain records are not modified, deleted, or rewritten. Anyone can independently index and verify the canonical protocol state.
We respect the verifiability of an open protocol, while also upholding the basic consensus of a fair launch. Early eNAT circulation should not be dominated by a small number of scripted high-value ID sniping behaviors.
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Bill Ackman’s Pershing Square stayed highly concentrated in Q1 2026, with just five positions making up over 70% of the portfolio.
Top holdings included:
◾ $BN.TO – 18%
◾ $AMZN – 17%
◾ $UBER – 16%
◾ $MSFT – 15%
◾ $QSR – 12%
Total reported 13F AUM: $13.71B.
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Some people still think compute will stay concentrated in hyperscaler data centers forever.
We think the future looks a lot more distributed.
Thursday gets interesting.
Warren Buffett’s $263B portfolio remains surprisingly concentrated.
$AAPL still makes up 22% of Berkshire Hathaway’s disclosed equity holdings, followed by $AXP, $KO, $BAC, and $CVX.
Together, Buffett’s top 5 positions account for the majority of the portfolio, highlighting his continued preference for high conviction investing over broad diversification.
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