Cross-chain, but make it Sui.@ikadotxyz is now live on Sui mainnet - bringing sub-second, zero-trust interoperability to builders.Sui smart contracts can now control assets on other chains.No bridges. No transfers. Just pure mf squid energy.Ika「🦑」 (@ikadotxyz):🦑 All your chains are belong to Sui: Ika Mainnet is officially LIVE.We're here to unveil the dWallet primitive and let Sui smart contracts natively control every chain - empowering you to coordinate native assets, tentacle by tentacle.Ready to get wei ...

*on the last Space Monkeys pod*@GldnCalf: "Why would a project today decide to deploy on Polkadot?"@SantiBalaguer: "It's my view that Polkadot is the only blockchain out there in the space that has been designed from the get-go to host rollups natively"Let's unpack that.“Think about how big of a data availability layer you have”→ Polkadot delivers 110 MB/s DA throughput rn meaning apps get more bandwidth to play with. (DA landscape image cred: @0xgoku_ & @vizdotval)“Think about native messaging across parac ...

I think it makes sense for larger interoperability providers to start to become asset issuers themselves and build sustainable revenue models as a result.They effectively already are by nature. Talked to @RobinsonBurkey about this yesterday 👀https://t.co/BcPebctfWU ...

This isn’t about porting SaaS to chain.It’s about rethinking what software can do when trust, ownership, and interoperability are native - not bolted on.Let’s build it together. ...

RT Jai Bhavnani (@Jai_Bhavnani)Is there any technical reason Base needs to stay on the Superchain?Seems they’ll have greater distribution with the incumbents, allowing them to build the interoperability layer themselves ...

Investment Rating - The report maintains a "Buy" rating for MediaTek and a "Neutral" rating for Alchip, while downgrading GUC to "Sell/H" [5][43][52]. Core Insights - The report emphasizes the increasing importance of system integration and interoperability in the semiconductor industry, particularly for AI ASICs and GPUs. It highlights that successful chip design alone is insufficient; cohesive and scalable systems are crucial for performance [1][9][18]. - The transition of AI chips from N5/4 to N3 nodes is expected to significantly increase average selling prices (ASP) and computing capabilities, despite a slowdown in overall AI chip shipment growth [2][16]. - Nvidia continues to dominate the AI server market, holding over 80% of market value, while Broadcom leads in the ASIC market driven by its Google TPUs [23][36]. Summary by Sections AI ASIC Market Dynamics - Broadcom holds the largest market share in the ASIC market, with stable trends expected for TPU v7 and growth anticipated for TPU v8 in late 2026 [3][36]. - The report estimates that AI ASIC shipments from major cloud service providers (CSPs) will reach approximately 4.5 million units in 2026, which is lower than consensus estimates [2][23]. System Integration and Design - The report stresses the need for advanced system design capabilities, including thermal management and network fabric design, to support the growing complexity of AI workloads [18][22]. - It notes that developing an HPC AI ASIC can take 3-4 years, necessitating partnerships with experienced semiconductor makers to expedite the process [20][22]. Company-Specific Insights - MediaTek is highlighted as a preferred choice due to its design expertise and expected revenue contributions from AI ASICs starting in late 2026 [5][43][45]. - Alchip's contribution is expected to begin in 2H26, with a cautious outlook due to potential redesign delays [52][53]. Financial Projections - The report provides revised financial estimates for MediaTek, projecting a revenue of NT$588.85 billion for 2025, with a YoY growth of 11% [46]. - Alchip's financial outlook is less optimistic, with a projected revenue of NT$41.96 billion for 2025, reflecting a decline [52][53].

Crypto Adoption in Sub-Saharan Africa - Sub-Saharan Africa accounts for 2.7% of global crypto transactions between July 2023 and June 2024 [1] - Nigeria ranks second globally in crypto adoption, following only India; Ethiopia, Kenya, and South Africa are also significant players [1] - Stablecoins account for almost half of the region's total transaction volume, driven by their utility as a workaround for currency shortages [2] Stablecoins Market Dynamics - Stablecoins have a market capitalization of approximately $250 billion [3] - Estimated $5 trillion in stablecoin transaction volumes were settled last year [3] - About 50% of blockchain activity is related to stablecoins, with similar percentage observed in Africa [3] - Yellow Card has processed approximately $6 billion in transaction volume in the last several years, with 99% in stablecoins [4][5] Regulatory Landscape - Several African nations are developing digital asset regulatory frameworks, with some already established [6] - Kenya, Zambia, and Rwanda published draft legislation in March [6] - Morocco, which banned crypto transactions since 2017, recently presented draft legislation to lawmakers and the central bank [6] - Kenya's Finance Committee invited Yellow Card to help draft digital asset legislation [8] Market Influences - 70% of African economies have faced crisis levels of U S dollar liquidity in the last year [10] - Approximately 80% of intra-Africa payments are cleared outside the continent in U S dollars [11] Central Bank Engagement - The Central Bank of Ghana is working closely with the ecosystem to gain insights on innovation within the digital asset space [13] - The Central Bank of Ghana collaborated with stakeholders for over a year to establish a balanced policy framework [14] - A crypto chamber in Ghana is focused on consolidating the fragmentation between the ecosystem and the central bank [20] Interoperability and Financial Inclusion - Interoperability is crucial, especially between francophone and anglophone countries [17] - Stablecoins are important for interoperability and integration with potential CBDC projects [18] - Digital assets promote financial inclusion, particularly for the unbanked population [18]

Project Overview - Anoma 是一个为 intent-centric 应用设计的分布式操作系统 [1] - Anoma 协议架构支持状态、网络和应用层面的互操作性，不限制 intent 类型或计算方法 [1] Funding and Investment - 该项目投资成本为 0 美元 [1] - 已获得 6025 万美元（$60.25 million）的融资 [1] Key Features - Anoma 使用零知识密码学（例如，多资产屏蔽池）来确保跨资产的私密传输，使交易难以区分 [1] - 提供可编程的数据主权，允许用户和开发者控制数据共享 [2] - 支持匿名交易和可信凭证的应用，如 Circles Entropy [2]

Key Takeaways CVS Health has been investing $20 billion over a decade to digitize and modernize its healthcare offerings. The new CVS Health app streamlines care access with AI search and cross-channel prescription tools. CVS shares have climbed 41.7% YTD, sharply beating the industry's negative performance.Retail pharmacy powerhouse, CVS Health (CVS) , is advancing its digital-first strategy and investing in emerging technologies as part of its long-term growth plan. The company recently announced plans ...

Core Insights - Oracle has introduced new interoperability advancements in its Randomization and Trial Supply Management (RTSM) solution, aimed at optimizing drug supply management across complex clinical trials and multiple therapeutic areas [1][2][3] - The enhancements allow sponsors and CROs to manage drug inventory across various clinical trials simultaneously, reducing inefficiencies and accelerating trial execution timelines [1][4] - Oracle's RTSM now supports integrated supply management with major partners, ensuring timely delivery of the right drug to the right site, regardless of the technology platform used in the study [1][2] Technology and Features - Built on Oracle Cloud Infrastructure (OCI), RTSM provides end-to-end automation for drug supply ordering, tracking, and allocation, catering to the growing demand for multi-vendor strategies and cross-trial flexibility [2][3] - The system includes built-in analytics for centralized inventory levels, shipment statuses, and drug usage across trial portfolios, enhancing operational efficiency [2][3] Strategic Vision - Oracle's strategy emphasizes interoperability, connectivity, AI-driven automation, and agentic workflows, aiming to unify life sciences and clinical applications to create a more intelligent and patient-centric research ecosystem [3][4] - The enhancements reflect Oracle's commitment to delivering an open and connected ecosystem, enabling sponsors to accelerate innovation and improve patient outcomes [4][5] Company Background - Oracle Life Sciences is recognized as a leader in cloud technology and pharmaceutical research, with over 20 years of experience in supporting clinical development and leveraging real-world evidence [5][6] - The company aims to empower the life sciences industry to enhance patient outcomes through innovation and advancements in clinical research [5]