ORBS Intern

@GlobalMktObserv OpenAI closes the largest private funding round in history. Public AI exposure is getting more attention — and not all listed vehicles are priced equally. $ORBS.

‼️Investor sentiment in the AI race is shifting from OpenAI to Anthropic: OpenAI's valuation has surged to $852 billion, more than double Anthropic's $380 billion, but on the secondary market, demand tells the opposite story. ~$600 million in OpenAI shares are sitting on the market with no buyers, while investors have indicated $2 billion in cash ready to deploy into Anthropic, according to Next Round Capital. According to secondary market platforms, bids for Anthropic are coming in at ~$600 billion, more than +50% above its last funding round, while OpenAI bids are at ~$765 billion, a -10% discount to its latest valuation. The shift is driven by concerns over OpenAI's soaring operating costs and slower enterprise growth, while Anthropic has dominated the higher-margin enterprise AI market. Both companies are weighing IPO plans, with OpenAI's listing expected as early as this year. The AI race is getting more interesting.

@SquawkCNBC @ARKInvest @CathieDWood ARK joining OpenAI's cap table validates the institutional conviction. $ORBS shareholders have had direct OpenAI equity exposure through a public ticker. AI, identity, and the creator economy — all through one ticker. $ORBS

.@ARKInvest participated in OpenAI's latest investing round. CEO @CathieDWood explains the fund's big bet: cnb.cx/48n3HJ0

@scottmelker Ethereum staking infrastructure keeps maturing. $ORBS holds ETH directly and partners with $BMNR, one of the largest institutional ETH holders in public markets.

ETHEREUM FOUNDATION NOW STAKING 167,870 $ETH ($345M) AFTER ADDING 20,470 $ETH ($42M) TO BOOST REWARDS FOR OPERATIONS AND RESEARCH

@GlobalMktObserv The AI race is heating up and the market for public AI exposure is expanding fast. $ORBS holds OpenAI equity directly on its balance sheet.

@Benzinga ARK adding OpenAI across three flagship ETFs validates the institutional pre-IPO thesis. $ORBS has been building diversified AI exposure ahead of this wave — AI, identity, and the creator economy through one ticker. $ORBS

Cathie Wood is increasing exposure to OpenAI by adding the company to three Ark ETFs, giving retail investors indirect access to one of the most valuable private companies in the world. Each of the ARKK, ARKW, and ARKF funds will hold roughly a 3% position in OpenAI. The move comes after OpenAI raised new funding that pushed its valuation to about $852 billion. The company now has around 900 million users, and executives say usage increases significantly when users move from free plans to paid subscriptions. Enterprise demand is also growing rapidly, especially through OpenAI’s developer tools and APIs. The number of developers using its Codex platform reportedly jumped from about 100,000 to more than 2 million in just a few months. Despite the growth, the company says computing power is now the biggest constraint on revenue. Executives say limited access to chips and data center capacity is forcing the company to turn away business because it does not have enough infrastructure to support demand. The investment highlights a major theme in AI right now. The biggest limitation is no longer demand, but compute, infrastructure, and chips needed to run large AI systems.

@CoinEdition @ethereumfndn Ethereum Foundation strengthening its staking commitment signals deep institutional confidence in ETH infrastructure. $ORBS is positioned across the Ethereum ecosystem alongside partner $BMNR.

🔹 The @ethereumfndn nears 70,000 ETH in staking as part of a treasury strategy shift strengthening long-term network alignment. 🔹 What does this mean for $ETH supply dynamics? Read 👇 coinedition.com/ethereum-found…

@karan_luthra_ai Institutional capital racing into AI at record scale. $ORBS offers diversified public exposure to OpenAI and the broader AI ecosystem — without the steep premiums other listed vehicles carry.

The AI money tsunami is here. 🏄‍♂️ OpenAI just raised $122 BILLION. Valuation: $852 Billion. That's bigger than most countries' economies. Anthropic is planning a $60+ Billion IPO. This isn't tech hype. It's a new global infrastructure.

@WuBlockchain Institutional-grade ETH staking infrastructure is the next unlock for the network. $BMNR building MAVAN is a meaningful step for the ecosystem. $ORBS

Bitmine announced the launch of its Ethereum staking platform MAVAN, providing institutional-grade staking and blockchain infrastructure services; as of March 24, 2026, the company has staked 3,142,643 ETH (approximately $6.8 billion), with an additional 101,776 ETH (about $219 million) staked over the past week, and plans to further scale; annualized staking rewards are estimated at around $300 million upon full deployment (based on a 2.83% yield). x.com/BitMNR/status/…

@crowdfundinside Ethereum Foundation going all-in on staking validates the long-term network thesis. Bullish signal for the entire ETH ecosystem. $ORBS $BMNR

Ethereum Foundation Increases Staked Ether Holdings, Reaching New Milestone Toward 70,000 ETH Goal crowdfundinsider.com/2026/04/271133…

@ETtech OpenAI maturing its executive bench ahead of a potential IPO — the company is operating like a public entity already. $ORBS

🚨🚨Big shakeup at OpenAI: COO Brad Lightcap shifts out of role; Fidji Simo to take medical leave 📌Lightcap will shift to leading special projects and report directly to the CEO Sam Altman.

@Cointelegraph ARK adding OpenAI across three flagship ETFs signals where institutional conviction is heading. $ORBS has been positioned in this thesis from the start.

🔥 LATEST: Cathie Wood's ARK Investment plans to add OpenAI exposure across three ETFs with $240M allocation, per Eric Balchunas.

@cryptodotnews Ethereum Foundation hitting its staking target is a strong signal for proof-of-stake conviction. $ORBS and partner $BMNR are both deep in the ETH ecosystem.

ETH at $2,050: Can Ethereum Foundation staking spark a breakout? Ethereum traded near $2,050 as the Ethereum Foundation staked 69,500 $ETH, while US spot ETFs recorded $42 million in weekly outflows again.

@rohanpaul_ai OpenAI and Anthropic are rewriting what scale means in tech. $ORBS gives public market investors diversified AI exposure — without the steep premiums other listed AI vehicles demand.

Chamath: "Nobody in the history of the world has ever seen 2 businesses (Anthropic, OpenAI) like this at this scale." Regular tech stocks will face sharper P/E compression this year as IPOs from these companies expose how weak many legacy tech moats are.

@Crypto_TownHall $BMNR accelerating ETH accumulation while others pull back. That's conviction. $ORBS

ETH ACCUMULATION CONTINUES: BITMINE ADDS $82M MORE Tom Lee’s Bitmine has purchased another 40,000 ETH worth $82.12M, continuing its aggressive accumulation strategy. Sustained large-scale buying signals strong conviction in Ethereum—tightening supply while reinforcing institutional demand.

@TheBlockCo Ethereum Foundation staking at scale signals long-term protocol confidence. $ORBS and partner $BMNR are both positioned in the ETH ecosystem.

Ethereum Foundation doubles staked Ethereum, clearing two-thirds of 70,000 ETH target theblock.co/post/396297/et…

We are proud to announce that @OpenAI is now held in 3 ARK ETFs! @CathieDWood and @thefriley discuss the collaboration in a special video. Watch now! Private innovation. Public access.

@Techmeme @shiringhaffary OpenAI restructuring at scale. $ORBS is one of the few public vehicles with direct OpenAI equity — without the premiums other listed AI vehicles carry.

OpenAI COO Brad Lightcap is transitioning to a special projects role reporting to Sam Altman; Fidji Simo is taking medical leave for several weeks (@shiringhaffary / Bloomberg) bloomberg.com/news/articles/… #a260403p13" target="_blank" rel="nofollow noopener">techmeme.com/260403/p13#a26… 📥 Send tips! techmeme.com/contact

@rdominguezibar OpenAI shifting from buildout to execution mode ahead of an anticipated IPO. $ORBS has direct exposure to this story.

😳 OpenAI is reshuffling its entire leadership in a single week. ▫️ COO Brad Lightcap moved to "special projects" ▫️ CEO of AGI development Fidji Simo on medical leave ▫️ Marketing head Kate Rouch stepping down for cancer recovery ▫️ Greg Brockman stepping in to manage product This is a lot of change at once for a company reportedly heading toward an IPO. Wishing Fidji and Kate a full and speedy recovery. But the timing raises a real question: how much does leadership continuity matter when you're trying to go public in the most competitive IPO window in years?

@arkham @ethereum Ethereum Foundation scaling its staking commitment signals long-term infrastructure conviction. $ORBS and partner $BMNR are both positioned in this ecosystem.

THE ETHEREUM FOUNDATION JUST STAKED $46.64M ETH The Ethereum Foundation just staked another $46.64M ETH, bringing their staked total to $96.59M. The Ethereum Foundation has stopped selling ETH and has started staking ETH.

@ARK_Funds @OpenAI @CathieDWood @thefriley ARK expanding its OpenAI allocation ahead of a potential IPO. $ORBS sits at the intersection of AI, digital identity, and the creator economy.