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Even Chinese companies are signing LTAs now lol RTRS: - China’s CXMT has signed a $3 billion LTA with Tencent. - CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi. - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. - CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.

Harvard U: $56.9 billion in endowments Princeton: $36 billion in endowments UPenn: $24.8 billion in endowments Cornell: $12 billion in endowments Brown: $8 billion in endowments Yale: $44 billion in endowments These are the same people demanding Elon "end world hunger" (lol) with his money

Lots of discussions around Aave so I want to clarify a few things: • First off, there is NO WAY we’d sell AAVE at a 70% discount lol. • 100% of Aave Protocol and GHO revenue goes to the $AAVE token. This was established in the Aave Will Win proposal. • AWW also applies to all product revenue, including the Aave App, Aave Pro, and Swaps. • No protocol or product revenue goes to Aave Labs, which is a service provider to the DAO responsible for building and growing Aave. • Aave Labs owns an allocation of AAVE that multiple market participants have discussed purchasing, directly or indirectly, through deeper long-term partnerships. The article’s framing is inaccurate. • Aave is currently generating $134M in annualized revenue, which goes to the Aave DAO. • As defined in AWW, all intellectual property, including the Aave brand and any software built for Aave, belongs to $AAVE. • We haven’t shared much on this yet, but the Aave team is designing Aavenomics 3.0, which includes a new automated and non-discretionary buyback mechanism. More on this later. • Aave is building not only for the crypto TAM, but for the entire finance asset TAM, including RWAs. • Everyone at Aave Labs and Aave DAO works for $AAVE. We’ll be hosting our quarterly call in the next couple of weeks. Join us if you want to catch up on what we’ve been working on and get some cool updates on the Aave roadmap.

SpaceX rocket launches in 2026 are insanely brutal SpaceX: • 76 operational launches ➝ 76 successes ➝ 0 failures The entire rest of the world combined: • 55 tracked launches ➝ 49 successes ➝ 6 failures SpaceX basically erased the failure bar entirely from the chart lol One company has flown more operational orbital missions this year than every other country, agency, and launch company combined and still has a cleaner record with a 100% success rate so far This is one company operating at industrial scale while the rest of the world still treats orbit like a rare national event