*all you have to do is buy $ondo

blackrock is putting real-world assets onchain through $ondo one of the world’s largest asset managers let that sink in $ondo is insanely undervalued

10k $ondo equals one condo soon

$ondo will pull a $zec soon you dont have to believe me

hyperondo $ondo

$ondo & $near keep it simple

$ondo $near zigher

Every near.com launch removes one more thing you used to do somewhere else. Today, we're partnering with @Ondo to bring tokenized US stocks and ETFs into near.com, confidentially, with one account 🧵

interesting in some sense, NEAR could execute what ETH aspired to years ago i.e., it scaled via sharding & is now acting as the hub between many chains perhaps with a few tokenomics changes, you could bring back the programmable money dream monitoring *mute tweet*

$LIT breakout vs $CHIP breakout

my $chip tweets get absolutely no engagement at all. chart looks like this.

$ZEN running as we speak. Almost at $7 It uses to follow zcash

First @nvidia through its $500B debt financing coalition Now the biggest VC in the world @a16z announces a new fund for the physical AI buildout. More equity capital for builders -> more AI infra deployment -> more need for debt financing. The ticker is ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e

We appreciate the President and his Administration's commitment to creating a domestic critical minerals supply chain in the U.S. Lithium Americas’ @ThackerPass is proud to be part of making American energy independence a reality. $LAC #Nevada #lithium

21Shares: ONDO ETP has just purchased 12.776m $ONDO worth $5.14m from OKX. Has the market finally bottomed? arkm.com/explorer/address/0x…

今天有时间来看看 $xfab 这家公司 他是一家欧洲泛欧交易所巴黎板块（XFAB）上市的专注于模拟/混合信号技术的特色晶圆代工厂 1. 首先看看他的财报，他们Q1 2026 营收2.058亿美元，超出指引区间，这一点很棒，其中最吸引我的是微系统与光子学创纪录3370万美元，同比+42%，并且宽禁带（SiC+GaN）同比+152%，SiC晶圆出货量近乎三倍。 因为微系统和光子学同比增长了42%意味着整个CPO/硅光子投资论文的现实需求，光子学业务创历史记录意味着下游客户收发器、CPO模块厂商等正在真实下单流片，而不是PPT阶段。 并且从侧面也能证明硅光子需求已经从”概念期”进入晶圆代工产能消耗期。 如果我们再仔细一点，就会发现X-FAB的XPH90 SOI平台 + InP-on-Silicon合作项目，其时间节点正好卡在2026年中原型、2027年量产上。 并且 $SIVE的CPO量产路线图同样指向2027年——两条供应链的时钟是对齐的 那么通过学习 $xfab 我们能确认一点事情：整个生态的集成需求正在提速，不只是一家公司的故事。 再加上宽禁带（SiC+GaN）同比+152%这一收益，我们能确定目前公司方向是从”传统汽车/工业模拟代工厂”悄悄转型为下一代能源+光子基础设施的欧洲制造核心。 那么财报验证了需求，那技术端是否能承接这样的需求呢？ 2. 我们继续看刚刚提到过的XPH90硅光子（SOI）技术， 他们是在2026年1月宣布和LIGENTEC宣布深化合作，构建覆盖SOI和氮化硅（SiN）的统一生态，面向通信、计算、量子和传感市场。 同时他们还与SMART Photonics、Epiphany Design合作，开发InP-on-Silicon设计流程用于下一代光学收发器，其目标是2026年中支持领先客户的工业原型，2027年启动量产爬坡 这三点加在一起，我们能看到其覆盖了光子集成电路（PIC）从无源到有源的全部功能层。 用大白话翻译就是如果我们把光子芯片想象成一个城市，那么SiN（LIGENTEC）构成了高速公路，SOI（X-FAB XPH90）则构建了红绿灯，InP（SMART Photonics）则是发电厂。 所以X-FAB正在做的，就是把发电厂、红绿灯、高速公路建在同一张晶圆上，这就是整合的价值所在 3. 我们也来看看他们的潜在客户 X-FAB领导的合作伙伴网络明确包括应用开发商：Nokia、NVIDIA、Aryballe、Brolis Sensor Technology和PhotonFirst，以及顶级研究机构CEA-Leti和IMEC。  并且 $nvda目前点名了他们作为项目合作伙伴，他们认为X-FAB的平台正是他们需要的欧洲制造基础设施。 所以不论是 $sive链条，还是 $xfab链条他们的终点都指向InP，而且NVIDIA同时出现在两个生态里。这说明它是一个被多家一线公司同时验证的真实供应链趋势。 并且我也认为这不是巧合，这是整个AI算力基础设施供应链在围绕同一个时间窗口协同布局的信号 今天下跌我买了一点

$XFAB at €10, -15% today. P/B below 1. You’re buying the assets for less than it cost to build them. Named directly in EU Chips Act 2.0 impact analysis yesterday. Nvidia and Nokia evaluating for silicon photonics HVM. Europe’s only high-volume SiC foundry. The market is pricing this like a legacy auto foundry but it is actually the backbone of Europe’s photonics supply chain.

Really enjoyed talking with @cherie_luo and Jean about Snap’s design philosophy!

We're launching AI Sponsored Snaps, a new conversational, AI-driven ad format rooted in Chat. 💬newsroom.snap.com/ai-sponsor…