This chart likely goes exponential throughout the rest of the year due to:1) the amount of new chains launching on Celestia in Q3-Q42) rise in demand for blockspace due to speculative usecases in bull marketsMamo's in control.sacha 🦣 (@ssaintleger):gmamoignore the emotional ups and downsstay focused on what matters1st inning 🦣 https://t.co/WmPB5oDmlW ...

Core Insights - Pythia Research specializes in identifying multi-bagger stocks, particularly within the technology sector, utilizing a blend of financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to evaluate companies with high conviction and asymmetric risk-reward potential [1] Group 1: Investment Strategy - The company employs a multidisciplinary strategy to uncover breakout opportunities before they gain mainstream attention, focusing on market sentiment and emerging trends [1] - Pythia Research emphasizes the importance of understanding investor behavior, including biases such as anchoring to past valuations and herd mentality, which can create persistent market inefficiencies [1] - The firm analyzes psychological noise rather than avoiding it, assessing whether market volatility is driven by emotion or fundamentals [1] Group 2: Opportunity Identification - The research process includes identifying sudden shifts in narrative, early social traction, founder-driven vision, and underappreciated momentum in user adoption as precursors to exponential growth [1] - Pythia Research prioritizes conviction plays over safe bets, evaluating each opportunity based on its risk/reward profile, aiming for limited downside and explosive upside [1] - The belief is that the best returns arise from recognizing where investor belief lags behind reality [1]

Adoption S-curve only steepens on linear scale (red line). It looks like "the vertical" between 10% and 90% adoption is where all the action is.On log scale there is no vertical (blue line). Only exponential growth, until ~50% adoption: 1% -> 2% -> 4% -> 8% -> 16% -> 32% etc. https://t.co/zkpSr0m76b ...

Core Viewpoint - HIVE Digital Technologies is experiencing a transformative year with plans to exponentially grow its operational capacity from 6 exahash (EH/s) to 10 EH/s in a short timeline, aligning with its operational blueprints [1][4]. Group 1: Growth Plans - The company aims to scale its operational capacity to 10 EH/s, with incremental growth targets of 7, 8, and 9 EH/s every two weeks [4]. - HIVE's expansion in Paraguay has increased its initial plan from 100 megawatts to 300 megawatts due to opportunities arising from another operator exiting the region [2][6]. - The construction in Paraguay is progressing rapidly, with over 350 workers currently on-site [2][7]. Group 2: Market Position - HIVE's current Bitcoin production accounts for over 1% of the global network, with Bitcoin prices reaching $111,000 [5]. - The company is targeting 18 EH/s by the summer of this year, with construction and equipment installation on track [9]. Group 3: Community Engagement - HIVE has initiated an ESG strategy, contributing to local schools by addressing the lack of air conditioning in high temperatures, having supported over ten schools near its facilities [8].