I've spoken with several industry experts about Nvidia after Jensen's resignation.
They taught me a lot, and one point they raised was whether senior and veteran engineers will actually stay at an Nvidia without Jensen.
Most of Nvidia's senior and veteran engineers have already reached financial freedom thanks to the surge in Nvidia's stock.
For many of them, the main reason they stayed was Jensen Huang's unmatched charisma. Now that he's gone, it wouldn't be strange if they left Nvidia tomorrow.
Industry insiders told me that OpenAI and Nvidia's competitors are probably already calling Nvidia's senior and veteran engineers like crazy. They said if you promise a senior engineer a team of their own, the whole team will move with them.
shard retweeted
Bro London is fucking sick.
I’m never trusting crypto mfers again.
Everyone was saying London isn’t safe or clean and all sorts of dumb takes. What a load of bullshit. It’s truly beautiful here.
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MEGA pivots from cursed L2 to a hyped AI category.
$MEGA could do a 10x from here at current $59m MC to catch up with other "AI trades"*:
By MC / FDV:
- $NEAR: $4.63b / $4.63b
- $TAO: $2.53b / $4.53b
- Pearl: $586m / $3.29b
- $VVV: $943m / $1.55b
- $GRASS: $342m / $473m
- solana:BZLbGTNCSFfoth2GYDtwr7e4imWzpR5jqcUuGEwr646K: $49m / $92m
- $ORBIO: $25m / $25m (stake to earn inference credits)
The problem is $MEGA's FDV :(
Only 10% of MEGA circulate and FDV is still at $513M.
But IF MEGA TEAM SHIPS, the token can moon. But we have time to see if the team delivers.
* I know I can't compare those tokens as they sell different AI products but for degens chasing AI narrative these tokens might come to mind.
Alright, chat, time to address sensitive questions before y’all start guessing
1⃣Wait , are you guys an AI company now?
No. MEGA is a crypto-native company, and proudly so. Inference is the market we are entering, but the way we win it is through crypto technology and ideology.
There’s an artificial wall in crypto people’s minds about AI. It seems that if you are solving AI’s problem, you are betraying crypto. We reject that artificial boundary.
Inference is going to be the largest market in the world, and we believe crypto’s core tools are the best answer to AI’s biggest ones: fairness and access.
2⃣Okay, fine, explain to me why a crypto infra company is capable of solving AI Inference
Building MegaETH taught us something bigger than blockchains: across the largest markets, there are prevailing assumptions that lead end users to pay more than they should. Blockspace was one of those markets.
We are system researchers/engineers from Stanford Platform Lab, MIT CSAIL, and Harvard SEAS. We enjoy pushing markets toward their end state, and did it once with blockspace by breaking the norm and running a powerful centralized sequencer. Today, no one, literally no one, mentions decentralized sequencers anymore.
We were able to come in, measure where the waste was, find that the limit was a design choice, and engineer past it (very much against the “consensus”).
Over the summer, when we shipped Mega, the chain, we lifted our eyes and looked for the next ambitious problem set worth solving. We discovered, delightfully, that blockchain and cryptography can be applied to solve inefficiency in the rapidly growing inference market
We realized that staying a chain-only company felt wrong and would have meant ignoring the biggest opportunity in front of us.
Therefore, we decided to expand our mission and restructure to match it.
3⃣ Final question, what’s launching in December?
We are launching a globally competitive inference market to the public in Dec 2026.
shard retweeted
This is Wildcat V2.5 :)
It's all somehow Wildcat V2.5 :)
This qualifies as a vaguepost but demand is screaming for the thing we finally - after three years and two releases admittedly - managed to land on enshrining as borrower-defined, white-knight-capital committed markets :)
Mega announced their new product today
Most important piece: The new MEGA entity has no equity and one token: $MEGA
Personally don’t see this as just one new product and more of a pivot - clearly the chains aren’t going to make enough money to justify multi b valuations
But a product like this can
To explain it clearly
Venice gives users access to all the models but they don’t have the “best” pricing
Mega would give users access to all the models, but you don’t know who’s running them for you, it’s whoever is cheapest so you also save a ton of money
Remember all those companies that sold access to Claude for a fraction of the api costs? What if they all came together as a decentralized network
Note: dcf cap seeded mega
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
shard retweeted
Alright, chat, time to address sensitive questions before y’all start guessing
1⃣Wait , are you guys an AI company now?
No. MEGA is a crypto-native company, and proudly so. Inference is the market we are entering, but the way we win it is through crypto technology and ideology.
There’s an artificial wall in crypto people’s minds about AI. It seems that if you are solving AI’s problem, you are betraying crypto. We reject that artificial boundary.
Inference is going to be the largest market in the world, and we believe crypto’s core tools are the best answer to AI’s biggest ones: fairness and access.
2⃣Okay, fine, explain to me why a crypto infra company is capable of solving AI Inference
Building MegaETH taught us something bigger than blockchains: across the largest markets, there are prevailing assumptions that lead end users to pay more than they should. Blockspace was one of those markets.
We are system researchers/engineers from Stanford Platform Lab, MIT CSAIL, and Harvard SEAS. We enjoy pushing markets toward their end state, and did it once with blockspace by breaking the norm and running a powerful centralized sequencer. Today, no one, literally no one, mentions decentralized sequencers anymore.
We were able to come in, measure where the waste was, find that the limit was a design choice, and engineer past it (very much against the “consensus”).
Over the summer, when we shipped Mega, the chain, we lifted our eyes and looked for the next ambitious problem set worth solving. We discovered, delightfully, that blockchain and cryptography can be applied to solve inefficiency in the rapidly growing inference market
We realized that staying a chain-only company felt wrong and would have meant ignoring the biggest opportunity in front of us.
Therefore, we decided to expand our mission and restructure to match it.
3⃣ Final question, what’s launching in December?
We are launching a globally competitive inference market to the public in Dec 2026.
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
shard retweeted
1. MEGA engineering team built the FASTEST BLOCKCHAIN known to mankind (10x faster and 10x more capacity than elysium that launched yesterday)
2. Same team has found ways to make inference much cheaper and has invested $30M to launch in december. Will launch more products after that
3. MEGA has no equity owners and is aligned to $MEGA
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
shard retweeted
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
Today, the MegaETH Foundation became MEGA.
Here's what this means for MegaETH.
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
It’s abundantly clear that the memecoin sector is being propped up by pump/fomo platforms & KOLs on their payroll
Extremely inorganic and -EV to play
Which brings me to the only memecoin I hold: stonks
To be clear solana:43VWkd99HjqkhFTZbWBpMpRhjG469nWa7x7uEsgSH7We isn’t a buy here!!!
But if memecoins ever truly come back, memes like it are the ones that should get rewarded
Onchain since April 2021, years before PumpFun extraction machine. Owns the IP rights to incredible & forever relevant meme.
Provenance & authenticity and none of it manufactured
Market returns to tradition or we continue -EV game of onboarding, rinsing and spitting out retail newbies
smooth brain thesis on STNK:
- First memecoin on solana (check the chain)
- Historical meme representing pico mania in financial markets
- IP rights to the meme. Potential for monetization.
- Perfect fit with Solana north star - decentralized Nasdaq
- Went through brutal distribution
- No bundles, no free supply for anyone
- 25% of supply is locked until $1B
- Die hard community of whales. All horribly burnt on the coin. U can get equal stake at 1/10 of a price
- These 3 chads below
And a lot more in the pipeline. Wanna learn more? There's no secret cabal, join the community and contribute
We have expanded our credit marketplace into Media & Film financing.
We've provided financing for Wake, an upcoming feature film starring Cole Sprouse, Riki Lindhome, and Chris Parnell.
Here's how we're bringing new credit markets onchain without tokenizing real-world assets. 🧵
shard retweeted
own the first meme ever deployed on @Solana
collect generational provenance.
ride the persisting stocks meta.
43VWkd99HjqkhFTZbWBpMpRhjG469nWa7x7uEsgSH7We
STONKS
shard retweeted
Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer.
Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war.
To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha.
The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people.
And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final.
We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it.
Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made.
They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making.
One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
shard retweeted
Patrick Stewart. Turned up so early and so unobtrusively to be a star in the reasonably priced car, we mistook him for a delivery driver and asked him to go round the back. Took his hat off and said, “But I’m the captain of the Enterprise”. Fucking nice guy.
shard retweeted
Can you imagine how hard is to make Sangakkara furious !!?
Has anyone experienced discriminatory gate personnel @Ryanair in Dublin ? I with my family just did and it was shocking. The tone of address and the mishandling of procedure and threatening behavior. Unacceptable for any passenger. First bad experience in Dublin
shard retweeted
👀 Thariq Shihipar (@trq212) has left Anthropic.






























