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I have spent the past month speaking with the sharpest voices across the nuclear industry. I walked away with incredible insights and projections that every nuclear enthusiast must hear. Every interview is recorded to be shared exclusively on Critical Mass. In Episode 5, now live, I sit down with @MarkPMills, author of The Cloud Revolution and Executive Director of @EnergyRealities, to discuss: ✦ Why AI is the primary driver of new energy demand. ✦ Can the world power the AI revolution, and at what cost? ✦ The geopolitical dependencies emerging around critical minerals and energy supply chains. ✦ Why the future of energy may depend as much on infrastructure velocity as innovation itself. This conversation explores the collision between AI, energy systems, nuclear realities, ideologies, and geopolitics. Episode 5 is available across YouTube, Spotify, and Apple Podcasts (links below)👇

GM legends, I have spent the morning reading the Quip Network team page and watching @rcarback 's BitGo panel from Bitcoin Vegas One line stuck with me: "first they ignore you, then they start fighting you. We're now on the 'they're trying to start joining us' phase." That'shat's not a guy hyping a project. that's a co-founder who's been right for two years and is calmly watching the rest of the industry walk toward his door. but the part i keep coming back to is what @quipnetwork actually is, not what it looks like most people read "quantum" and assume the value sits in the hardware. it doesn't. raw compute means nothing if tasks can't be routed efficiently, results can't be verified, incentives don't align, and security breaks under scale. that's the layer Quip is building. the coordination layer around quantum. ethereum monetized blockspace. what if Quip monetizes compute flow itself? Think about what that actually means: > CPUs handle general workloads > GPUs handle parallel compute > QPUs handle optimization problems > classical nodes prep data and verify outputs > developers deploy solvers instead of apps > $QUIP becomes the unit of account between all of it not separated ecosystems. one marketplace where workloads compete for resources, operators monetize idle hardware, and the network pays for verifiable useful work. What's actually live as of May 2026: > over 20,000 quantum resistant wallets deployed across EVM and Solana > Bitcoin protection live via ArchNtwrk using WOTS+ hash signatures, no fork required > testnet running with researchers from MIT and Stanford, 6 teams already submitting serious computational work > backed by Portal Ventures, Orange DAO, Firestreak Ventures > built in consultation with D-Wave Quantum, using their Advantage2 annealers > open source on GitHub with thousands of stars across their post-quantum signature libraries the team page drop matters more than people noticed. Colton and Rick aren't building this alone anymore. There's a real bench behind them. that's the quiet signal when a project moves from concept to infrastructure. Now the speculation side: > gQUIP incentives just went live. NFT holders from Solana, Ethereum, Berachain, and Bitcoin unlock boosted points and special badges. first time the project has structured a multi-chain NFT layer on top of its core economy. > Quantum Echoes is the first generative NFT collection seeded by actual quantum wallets. every reveal literally rolls RNG through the network itself. > 1,000 rare units, free mint, on ETH. limited supply on a collection tied directly to a project this loaded usually doesn't stay floor for long. > Nucleus partnership distributing 120 WL spots based purely on on-chain and social reputation. no farming, no forms. that's how the right projects build their early holders. Honest call: if compute becomes scarce in the AI plus quantum era, the valuable layer won't be "who owns machines." it'll be who coordinates global compute demand efficiently. Coreweave is worth $60 billion for renting GPUs. there is no $60 billion equivalent yet for quantum. Quip is positioning to be the first one with a live market and a token denominating the unit of account. roughly 18,000 quantum researchers exist worldwide. most are locked at government labs, manufacturers, or unpaid universities. Quip pays them every time their solver runs. think about what that does to the supply side over 24 months. the cleanest setups in this cycle are the infrastructure plays that build before the narrative arrives. by the time the chart confirms it, the entry is gone. if $QUIP starts behaving less like an infra token and more like a unit of account for global compute, that's a completely different category. @quipnetwork is one of those setups.

AI agents, autonomous commerce, and the infrastructure behind the next digital economy. @simonkim_nft takes the stage at SEABW 2026 to discuss where AI and Web3 converge next.