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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is undergoing a significant price freefall, generating widespread panic and intense community discussion, with perspectives ranging from assertions of market manipulation and its lack of fundamental value to strong calls for buying the dip amid mass liquidations.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

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Strategy

MicroStrategy (MSTR) is trending following an earnings report detailing significant operating and net losses, directly reflecting Bitcoin's recent sharp decline. The community is keenly debating the viability of its Bitcoin-centric strategy amidst substantial leverage, with discussions swirling around potential bankruptcy and strong shorting interest.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending after its earnings report, revealing a significant increase in projected capital expenditures for infrastructure and AI. This aggressive spending is sparking investor debate on whether it will squeeze near-term margins or fuel substantial long-term growth, causing a notable market reaction.

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SPY is trending as weak Amazon earnings and a broader sell-off in major technology stocks are fueling widespread community concern, with many questioning if the "party is over" for the current bull market amid a significant "risk-off" sentiment.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending sharply lower after a Q2 earnings report that missed revenue and EPS expectations, highlighting a transitional period where Bitcoin mining revenue is decreasing faster than AI Cloud Services are ramping up. Despite securing significant GPU financing for its Microsoft contract and expanding power capacity, community discussion reflects deep concern over immediate performance amid falling Bitcoin prices, alongside long-term conviction in its AI infrastructure transition.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amid a significant crypto market downturn, prompting fierce debate as some lament a 'scam coin' and predict further declines, while others view the steep drop as a historic 'buy the dip' opportunity, fueling widespread discussions on market manipulation and the asset's future.

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QQQ is seeing intense discussion and bearish sentiment following Amazon's CapEx guidance, which has reignited community debate on the long-term ROI of massive AI investments amidst broader market concerns of overvaluation and widespread liquidations. The tech-heavy ETF is actively being watched as a proxy for the entire sector's stability.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending heavily as investors anticipate its upcoming Q4 earnings report, prompting intense community debate on whether the recent dramatic sell-off makes the stock an oversold opportunity or signals deeper concerns about ad growth and platform valuation within a challenging market for high-beta tech.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors grapple with intense volatility across the AI infrastructure sector, weighing the company's significant hyperscaler contracts and ongoing data center expansions against broader market sell-offs and perceived correlations to crypto-linked peers, all ahead of key earnings.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull ($BULL) is trending due to a steep and prolonged sell-off, heavily correlated with broader market weakness and particularly Bitcoin's recent declines, leading to widespread community discussion about potential capitulation and extreme oversold conditions. Investors are actively debating whether the significant price drop presents a generational buying opportunity to average down or if the fintech platform's stock is a 'falling knife' in an unprecedented market decline.

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$AMRSQ Amyris is clearly carving out the “industrial” synthetic biology space for themselves through demonstrated large-scale production of &gt;10 molecules and plenty of relevant IP. However, they have their hands in a far more diverse array of R&amp;D activities than scaled fermentations alone. Take the “micro-pharm” technology as one example. The patent filing below explains the interesting technology behind the platform: 

A target disease-causing protein is transferred from human cells and produced in yeast cells. In the same population of cells, they engineer a randomized series of enzymes capable of executing biosynthesis of a natural product library. Based on the set of possible enzyme variants, tens of thousands of individual biosynthetic products (molecules) can be tested in parallel. In other words, this platform enables “synthetic biology drug discovery”. Here they demonstrate application towards discovery of inhibitors to the oncology target MMSET (NSD2). 

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2020047138&amp;tab=PCTDESCRIPTION&amp;_cid=P21-KNPBF7-50364-6

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Amyris Inc

$AMRS Amyris is clearly carving out the “industrial” synthetic biology space for themselves through demonstrated large-scale production of >10 molecules and plenty of relevant IP. However, they have their hands in a far more diverse array of R&D activities than scaled fermentations alone. Take the “micro-pharm” technology as one example. The patent filing below explains the interesting technology behind the platform: 

A target disease-causing protein is transferred from human cells and produced in yeast cells. In the same population of cells, they engineer a randomized series of enzymes capable of executing biosynthesis of a natural product library. Based on the set of possible enzyme variants, tens of thousands of individual biosynthetic products (molecules) can be tested in parallel. In other words, this platform enables “synthetic biology drug discovery”. Here they demonstrate application towards discovery of inhibitors to the oncology target MMSET (NSD2). 



IonQ Inc

Wiffle1

@Wiffle1 We’re getting so close to a major embedded drug biotech that I can smell the clinical trial applications from here. 💊📈

Ken Holmes

 We’re getting so close to a major embedded drug biotech that I can smell the clinical trial applications from here. 💊📈

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@Wiffle1 Wiffle thanks as always. Of the many patents they have applied for how many have been granted? And have any been challenged? How big a most is their patent portfolio?

 Wiffle thanks as always. Of the many patents they have applied for how many have been granted? And have any been challenged? How big a most is their patent portfolio?

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@Wiffle1 0004] so from this text they propose that their screening method would be faster and better? “In a biosynthetic library, living cells may be transformed with genes derived from plants, fungi, and bacteria to create randomly assorted metabolic pathways for the production of natural-like chemicals. Over the course of the last few decades, hundreds of natural product biosynthetic pathways and thousands of natural scaffolds, such as peptides, polyketides, terpenoids, and oligosaccharides, have been characterized.
[0005] There is a need for screening assays other than traditional high throughput screening assay. For example, a screening assay that is inexpensive and useful at screening heterologous target proteins would be useful. Additionally, a screening assay that can screen biosynthetic libraries would be useful.”

 0004] so from this text they propose that their screening method would be faster and better? “In a biosynthetic library, living cells may be transformed with genes derived from plants, fungi, and bacteria to create randomly assorted metabolic pathways for the production of natural-like chemicals. Over the course of the last few decades, hundreds of natural product biosynthetic pathways and thousands of natural scaffolds, such as peptides, polyketides, terpenoids, and oligosaccharides, have been characterized.
[0005] There is a need for screening assays other than traditional high throughput screening assay. For example, a screening assay that is inexpensive and useful at screening heterologous target proteins would be useful. Additionally, a screening assay that can screen biosynthetic libraries would be useful.”

@WantedToRetireEarly Amyris has about 900 patents and/or applications. From this 900, about 90 are granted. This differential is not surprising, given they pivoted to the current business model only a few years ago from their monolithic biofuel days. With the assumption that most patents take about four years from application to being granted, I think there’s a lot in various stages of prosecution. I am not aware of any patent disputes, although I haven’t looked specifically. To be honest, I’m more interested in the content of filings than if they are granted, because these filings give you a sense of what’s going on internally and what is valued. 

As far as their moat, it’s really hard to say definitively without being super aware of every other company’s IP in the space (patents are also only part of the story). What I will say is that the patents pertaining to scaling production appear robust: Control regulons, abc transporters, nutrient dependencies, and purification techniques.

 Amyris has about 900 patents and/or applications. From this 900, about 90 are granted. This differential is not surprising, given they pivoted to the current business model only a few years ago from their monolithic biofuel days. With the assumption that most patents take about four years from application to being granted, I think there’s a lot in various stages of prosecution. I am not aware of any patent disputes, although I haven’t looked specifically. To be honest, I’m more interested in the content of filings than if they are granted, because these filings give you a sense of what’s going on internally and what is valued. 

As far as their moat, it’s really hard to say definitively without being super aware of every other company’s IP in the space (patents are also only part of the story). What I will say is that the patents pertaining to scaling production appear robust: Control regulons, abc transporters, nutrient dependencies, and purification techniques.

@WantedToRetireEarly Without going in great detail about screening techniques, typically researchers add a “library” of pre-made (by chemists) molecules to cells and look for changes (cell killing if it’s for cancer). Here Amyris doesn’t take pre-made molecules, rather they use genetics to program cells to create the molecules themselves. Basically, in this platform the cells themselves both create the small molecule “drug candidate” and do the testing too. Because they link molecule synthesis to genetics, they can rapidly expand the breadth of chemical space (ie many thousands of molecules) in a parallelized way to find strong inhibitors of the target of interest (in this case they exemplify an oncology target).

 Without going in great detail about screening techniques, typically researchers add a “library” of pre-made (by chemists) molecules to cells and look for changes (cell killing if it’s for cancer). Here Amyris doesn’t take pre-made molecules, rather they use genetics to program cells to create the molecules themselves. Basically, in this platform the cells themselves both create the small molecule “drug candidate” and do the testing too. Because they link molecule synthesis to genetics, they can rapidly expand the breadth of chemical space (ie many thousands of molecules) in a parallelized way to find strong inhibitors of the target of interest (in this case they exemplify an oncology target).