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NU Silver Arrows Radio Show, Episode 3: Montreal Unpacked Go behind the scenes of the Canadian Grand Prix as the Mercedes-AMG PETRONAS F1 Team breaks down a weekend of highs, lows, and everything in between. Watch Episode 3 now on the team’s YouTube channel

Jensen Huang just handed every AI cloud investor the clearest framework for picking winners and the question is who actually understands what he said (Save this). Compute is not just infrastructure anymore but rather revenue, and performance per watt is the mechanism by which that revenue becomes profit. The argument Jensen made at Computex deserves to be unpacked fully because it completely reframes the neocloud investment thesis. Every AI factory operates inside a fixed power envelope and once your data center is built and your power contracts are signed, that ceiling does not move. One gigawatt means one gigawatt and the only variable that determines how much money you make is how many profitable tokens you can squeeze out of each watt of electricity flowing through your facility. An operator who chooses cheaper, lower efficiency chips because the upfront cost looks attractive is not saving money and they are permanently handicapping their revenue ceiling for the life of that asset. Every watt that produces fewer tokens is a watt that will never recover those lost revenues, for as long as that infrastructure runs. Jensen's second point is about asset longevity and it is equally important to understand. AI software is evolving every few months from CNNs to Transformers to Mixture of Experts to agentic systems and that pace is not slowing down. A hardware architecture that cannot adapt to new software paradigms has a short useful life, and a short useful life means a high total cost of ownership. Infrastructure built on Nvidia's CUDA ecosystem has a built in software longevity advantage because every new model, framework, and optimization is written for CUDA first. Now apply that framework directly to Nebius, which is the most important stock in the neocloud category. Nebius built its entire infrastructure around full Nvidia integration from the ground up. Nvidia and Nebius announced a formal strategic partnership in March 2026 specifically to develop the next generation of hyperscale AI cloud deployments together. Nebius is already offering Blackwell Ultra GB300 NVL72-powered instances to customers, meaning it has the highest-performance GPU currently available commercially running inside its own infrastructure. The token economics follow directly from the architecture. Contracted power has now passed 3.5 gigawatts, with more than 75% of that capacity owned outright rather than leased. The Meta deal alone is worth $27 billion over five years, and the Microsoft agreement is worth up to $19.4 billion. The 2026 plan targets 480 megawatts of live AI cloud capacity, 150,000 GPUs deployed, and $3.7 billion in annualized revenue implying next twelve month revenue growth of roughly 489%. Q1 2026 revenue was $399 million, up 684% year-over-year, and the CEO said on the earnings call that everything Nebius builds gets sold immediately. Fully booked capacity at an AI cloud running Nvidia's best hardware, inside a power-scarce environment where performance per watt is the direct driver of profitability, means Nebius's revenue ceiling moves in direct proportion to the power it can bring online. CoreWeave, a direct comparable, trades at a materially higher multiple on a smaller contracted power base. Nebius owns more of its capacity outright, has a longer-dated and larger contract backlog on a per-gigawatt basis, and is growing revenue at a faster rate. Milk road remains extremely bullish on Nebius and come join Milk Road Pro and get our full Nebius positioning breakdown and our other AI trades for just a dollar. Link down below!

想研究 Claude Code 工作原理的看这个 Claude Code Unpacked 吧，今天 HackerNews 排名第一，纯纯交互式，看的非常清晰，里面四大分类有：agent loop, 50+ tools, multi-agent orchestration, and unreleased features 做的特别好。

I unpacked a bunch of paperback books that had been in boxes for years and had a pleasant couple of hours sorting them. I still have most of the books I bought as a teenager 35+ years ago, minus a couple boxes that mice nested in.

🚨SlowMist TI Alert🚨 💸 @LienFinance Loss: ~542k USD 🔍 Root Cause: The `exchangeEquivalentBonds` function in BondMakerCollateralizedEth lacks proper multiset integrity checks. It only counts total exception occurrences instead of verifying each bondID's appearance per group. By repeating a single exception bondID in the output group, attackers consumed the exception count twice, masking a missing input exception. This allowed minting new non-exception BondTokens without burning the corresponding input bonds, which were then sold for USDC from a pre-approved victim address. 📌 Attacker: 0x0d7d9023531ad1a88414e216ee2715f63561808a 📌 Victim: 0xa961684a3a654fb2cca8f8991226c0cefc514d80 📌 Vulnerable Contract: 0xda6fc5625e617bb92f5359921d43321cebc6bef0, 0x843225cf6e663e4454732d6b551a737ac7b47de0 Attackers exploited the flawed exception-counting logic to mint unbacked bond tokens, swapped them for USDC via three pre-authorized endpoints, and drained 542,144.628604 USDC from the victim. Powered by Tx:

⚠️HACKS GALORE: Three exploits drain $35.5 Million within hours in a brutal day for DeFi. - AFX Trade- $24.15M hack The AFX-operated USDC custody bridge on Arbitrum was exploited, forcing the team to suspend bridge operations. - Verus - $7.55M hack The Verus Ethereum Bridge was exploited after an attacker abused the bridge's import mechanism to trigger unbacked payouts, marking the second exploit using the same failure mode since May. - B² Network $3.86M hack Attackers gained unauthorized access to the $B2 staking contract's upgrade authority, prompting the team to suspend staking while security reviews are completed. The issue has since been contained, with no further impact expected.

DeFi Brief: 🔹Liquid introduces Co-Invest, letting users trade directly through Claude or ChatGPT. 🔹Resolv outlines its post-exploit recovery plan with a renewed focus on RWA vaults. 🔹StakeDAO's vsdCRV vault on Arbitrum exploited for ~$91K after 5.4T unbacked tokens minted; protocol unpaused. 🔹OKX's X Layer releases Exchange OS for deploying spot, perps, and outcome markets. 🔹Fundraises: PopDEX ($30M), Townsquare ($16.25M), Didit ($7.5M), Squid ($6M). 5/6