Supply bumps typically have a finite period of stabilization in price cutting activity - Portland just added 25% additional inventory in a thin buyers market heading into the rainy season. I anticipate a sharp move up on seller cutting - more supply, off season, thin buyers

Supply snapshot at the October 2021 TGE: - Total supply: 100M ENS - Community treasury: 50% (5% unlocked, 45% vesting over 48 months) - Airdrop: 25% - Core contributors: 18.955% - All other categories: 6.045% The DAO can mint up to 2% once per year. No one else can.

Supply control Who can change the supply of an asset, and under what conditions? Minting, burning, supply caps, and the permissions that govern them can directly affect dilution, solvency, and the economic security of an asset.

Supply chain attackers don't search your machine because they already know where to look. A malicious package installs cleanly, a hidden script runs, and credentials are gone before your terminal comes back. We're at Black Hat Booth 4735 showing how to make the secure path the easy one, with secrets that never sit exposed, pipelines without standing credentials, and AI agents that never see raw values. #BlackHat# #Developers# #DevSecOps# #1Password# #cybersecurity# #IdentitySecurity# #BlackHat2026#

Supply control and a big story are the key After this “extraction” stage ends, tokens will be highly likely priced based on hard metrics - revenue, TVL, user base or any other business parameters Those project that will not have great performing yet, will need to be able to sell big stories in order to capture market and investors attention. For pre TGE coins it’s kinda easier - people gamble around imagination But for already listed tokens it’s going to be challenging - if too much supply is out of control, then harder to create any positive price impact, then much harder to get attention (remember - people buy pump). Conclusion - find projects with great metrics or great stories, that have enough cash or strong financial partners to buy back supply and control it properly. These are the best bets now. When market is up - they will outperform and it should be very lucrative to offload bags easily on high demand. Think different. Cheers

Supply chain checks suggest the market may be massively underestimating HBM4 pricing power. HBM4 is around $15/GB this year. For 2027, checks point to potential pricing of $60/GB. That is not a normal memory upcycle. That is a 4x pricing reset in one of the most constrained components of AI infrastructure. If this plays out, SK hynix remains my highest-conviction HBM exposure: strongest HBM positioning, highest exposure, best customer alignment. Not financial advice. #sk# hynix