Models have no moat. Frontier models are what make OpenAI and Anthropic relevant and enable them to bring together talent and raise gargantuan amounts of money. But where does that money go? Compute to train more models? The real moat is in access to frontier NVIDIA hardware in bulk and transition that into inference, or better yet enterprise AI solutions that are only possible with large scale hardware ownership.

The Optimum team is pleased to announce our first mainnet deployment, mump2p on Ethereum. With mump2p, data moves across all of Ethereum 2-3x faster, boosting validator performance and network health. $3.4B of Ethereum stake is already being boosted by mump2p, and we’re now opening up free access for all Ethereum node operators.

Ledger is investigating reports of loss of funds from users in South East Asia who purchased products from a reseller named CryptoBillis. As a precaution, and pending the results of our investigation, we have asked CryptoBilis to pause all sales and shipments of Ledger devices. We recommend Ledger users who purchased from this reseller in the last 90 days to not initiate set up if you have not done so yet. If you have set up your Ledger device, consider moving assets to a new Ledger signer (with new seed). We will continue to inform customers of updates as the investigation progresses. Reach out to Ledger customer support through official channels with any questions: support.ledger.com/