The market had a major pullback and during this time I can't stress how important it is to focus on projects like Axelor. We could easily be buying up projects that have pumped up 100, 200, 300 plus% or we could focus on projects like Axel. And what I mean by that is projects that are still trading at their all-time lows or at least around them.You know, with Axel, we're at levels that we saw back in 2023, right. like these are major lows on this chart. And not only that, you know, Axel is extremely strong. ...

Overview - Wormhole is positioned as a leading interoperability platform for multichain bridges and applications [1] - The platform aims to help developers build seamlessly across chains at scale [1] Technology & Infrastructure - Wormhole emphasizes providing reliable infrastructure [1]

Core Insights - Clover Health supports the White House and CMS initiative to create a patient-centric, interoperable healthcare ecosystem, emphasizing the importance of breaking down digital barriers in healthcare data sharing [1][2][5] Group 1: Technology and Data Integration - Clover Health's AI platform, Counterpart Assistant, connects to a majority of CMS-aligned data networks, facilitating the exchange of patient data and improving chronic disease care [1][2] - Counterpart Assistant integrates over a hundred data sources, providing physicians with a comprehensive longitudinal record for each patient, enhancing care coordination and reducing fragmented care [2][3] Group 2: Health Outcomes and Performance - The use of Counterpart Assistant has led to significant improvements in health outcomes, including earlier diagnosis and management of chronic conditions, contributing to Clover Health PPO plans achieving a 4 Star rating for 2025, with a score of 4.94 out of 5 on HEDIS measures [4][6] - Specific health improvements noted include an average of 36 months earlier diagnosis for diabetes, 18% lower all-cause hospitalizations for Congestive Heart Failure, and improved medication adherence following alerts to primary care physicians [6][4] Group 3: Focus on Underserved Areas - Counterpart Assistant primarily supports independent clinicians in rural and underserved areas, addressing the challenges these groups face in accessing data-sharing initiatives and improving patient care experiences [3][5] Group 4: Future Collaborations - Clover Health aims to collaborate with CMS, industry networks, and technology partners to expand data-sharing pathways, ensuring equitable access to digital resources for all healthcare providers [5][8]

Cross-Chain Interoperability - Ika 协议在 Sui 主网上线，为开发者带来亚秒级、零信任的互操作性 [1] - Sui 智能合约现在可以控制其他链上的资产，无需桥接或转移 [1] - Ika 的目标是让 Sui 智能合约能够原生控制每个链，协调原生资产 [1] Technology & Innovation - Ika 推出 dWallet 原语，赋能 Sui 智能合约 [1] - Ika 协议旨在实现所有链都属于 Sui 的愿景 [1]

Polkadot优势 - Polkadot 被设计为原生支持 Rollup 的区块链 [1] - Polkadot 的协议原生互操作性使应用程序能够开箱即用地进行可信协作 [1] - Polkadot 提供共享安全，每个链都继承了中继链的完整安全性，无需引导自己的验证器集 [3] 技术特性 - Polkadot 提供 110 MB/s 的数据可用性 (DA) 吞吐量，这意味着应用程序可以获得更多的带宽 [1] - 在 Spammening 期间，Kusama 网络使用其一小部分潜力达到了 143,000 TPS [2] - Polkadot 具有弹性扩展能力，允许 Rollup 根据需求利用多个核心，在需要时扩展，不需要时节省 [2]

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]