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Boop.Fun leading the way with a new launchpad on Solana.
$HIVE (+10%) showing some meaningful outperformance this week following investor day Thursday.
The market may be starting to reward HIVE's approach to AI/HPC, which targets $100M ARR by 2026, 5x current level.
Team just 2.5x'd their HPC capacity w/ data center deal in Toronto.
We also appreciate HIVE lean's cost base, by far the lowest G&A as a percentage of sales.
A rarity in this industry.
h/t @n_frankovitz
11.7. klo 03.05
Fast-vesting equity. Uncapped bonuses. 9-figure payouts.
Bitcoin miners are partying like it’s 2021, and shareholders aren’t amused.
We revisit our 2022 analysis and urge boards to tie pay more closely to long-term performance.
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