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I'm not deeply interested in or inspired by the trend rn, so haven't spent a ton of time on it or participated in any to date, but keep an open mind + above is my current view (open to other takes) Debate is messy bc reality is prob a mix of above with too much of the latter

Some people always mix pullbacks and crash for some reason. A pullback is not a crash. It’s a function of price & trend in a healthy market - markets can pull back and still be in uptrends. This market technically hasn’t really pulled back in almost 3 months.

Multiple parts of this demo are done, and we're also in talks with the Midnight cryptography team for some new foreign curve support in Midnight to help on improve account abstraction If you're building a Midnight+Cardano app, we hope to make adding EVM into the mix easy!

Every once in a while, a merger gets approved that probably shouldn’t be, and the result is an industry juggernaut that earns supernormal profits. Think Live Nation + Ticketmaster in 2010. Think NOV + Grant Prideco in 2008, a merger that gave NOV control of 60% of the global drill‑pipe market. Now we have $SNPS, which just closed its acquisition of $ANSS after final approval from China. The combined company is now the clear leader in chip-to-systems design software, uniquely spanning both electronic design automation (EDA) and multiphysics simulation. SNPS already led in EDA (Electronic Design Automation) & silicon IP. With Ansys, it adds multiphysics simulation capabilities critical for chiplets, 3D-IC packaging, thermal signoff, and custom silicon used in datacenters, EVs, and AI infrastructure. This matters because tomorrow’s digital infrastructure won’t just need general-purpose chips. It will need Bitcoin ASICs optimized for energy efficiency and supply chain resilience. It will also need new categories of silicon designed for the compute intensity of zero-knowledge proofs, programmable privacy, and cryptographic compression. These are not off-the-shelf workloads. They require precision engineering at the frontier. With Ansys onboard, Synopsys says it can lift operating margins from 38 percent to over 44 percent by FY26, driven by simulation mix, software scale, and $200 million in modeled synergies. ROE has climbed from around 10 percent in the 2010s to more than 20 percent today. Free cash flow could exceed $5 billion by FY29. You’ll pay about 35 times that cash flow. $SNPS is the only semiconductor company we own in $NODE. Even at all-time highs, we still like the stock as a critical enabler across industries as the onchain economy scales.

Not every takeover is a successful takeover. I see so many of you excited about projects being taken over as if it would replicate the @pudgypenguins model, but not all projects are Pudgies and not all founders are @LucaNetz The complexity of the mix needed and the