Sascha Wullschleger

So proud that we could host this yearly event in Lugano Switzerland 🇨🇭 sharing valuable insight in this panel/presentations with our friends @trentmc0, @edhesse79 @scytaledigital

Decentralized Lugano 2026 in motion. A look back at the discussions, connections, and atmosphere that shaped this year's edition. @BitcoinSuisseAG @mark_cachia_ @DaKampe @AMajcen_BTCS @trentmc0 @vtchakarova @saschawull @pankajbengani

I don’t think many people realise how amazing this actually is. How many grid connected 1+ GW sites using renewable energy do you think actually exist in the World?? I’ll say there are less than 5! Think about this. IREN are so far ahead of the curve it’s not funny. Now till Nov earnings I believe will be life changing for all IREN shareholders. Congrats @IREN_Ltd and @danroberts0101 love ya buddy!

A keynote focused on what comes next. @trentmc0, Founder of @oceanprotocol, on “AI: We Are Only Getting Started.”

A room tuned in. A few moments from across Decentralized Lugano 2026.

🚨 Anthropic just officially surpassed OpenAI in revenue for the first time. And nobody is talking about how insane this is. January 2025: Anthropic ARR = $1 billion. April 2026: Anthropic ARR = $30 billion. $1 billion to $30 billion in 15 months. OpenAI sits at $24 billion. The company built by people who LEFT OpenAI just lapped it. Here’s what makes this even more remarkable. Anthropic did this spending 4x LESS on model training than OpenAI. OpenAI has 900 million weekly active users. Most of them pay nothing. Anthropic has 300,000 business customers. 80% of revenue is enterprise. That is a completely different business model and it is winning. Over 1,000 companies now spend more than $1 million per year on Claude. That number doubled in under two months. Eight of the Fortune 10 are Claude customers. And while OpenAI is targeting break-even by 2030, Anthropic is projecting positive cash flow by 2027. 3 years earlier. Remember: Anthropic was founded in 2021. It took them less than 3 years to go from zero to the fastest growing company in the history of American business. The AI race was supposed to be OpenAI vs everyone else, but it’s not anymore. If you want to know where I’m deploying capital next, all you have to do is turn on notifications and pay close attention. Many people will regret not following me sooner, trust me.

Mark Cuban just told every CEO in America their expiration date is closer than they think. No stage. No buildup. One sentence that split a room. Cuban: “There’s only two types of companies in this world. Those who are great at AI and everybody else.” That’s not a prediction. That’s a sorting that already happened while you were still forming a task force about it. He didn’t warn you the future was coming. He told you it already left without you. The default executive move right now is delegation. Let the tech team handle it. Get a summary. Wait for clarity. Cuban buried that entire playbook in one line. Cuban: “If you’re a CEO, you can’t just say, ‘I’m gonna get my tech guys to understand it and educate me on it.’ You have to understand it.” The CEO who delegates AI understanding isn’t buying time. They’re handing the steering wheel to someone who doesn’t choose the road. This isn’t a corner office problem. Cuban: “Whether you are an employee, you’re gonna have to understand how it impacts your job, or how you can use it to be better at your job.” Nobody is building you a ramp. Nobody is holding the door. The people who internalized this six months ago aren’t slightly ahead. They operate at a different speed entirely. They compound daily. Everyone else is still standing in the blast radius wondering what the sound was. Then Cuban said the thing nobody in media says without a safety net. Cuban: “If you don’t know AI, you are going to fail. Period, end of story.” No footnote. No hedge. No soft landing. A verdict that landed like a lock clicking shut. The sorting is already happening. In hiring decisions that never get explained. In contracts awarded to the faster company while yours was still forming a committee. In promotions given to the person who automated half their role before anyone asked them to. Every technological shift sells the same lie. That the window stays open long enough for everyone who wants through. No one tells you the moment you were sorted. You just wake up one morning on the wrong side of a line you never saw drawn.

When the Ceo of the largest company in the world makes this kind of statement, we all need to pay attention and use these wise words as a guideline, preparing and advising our younger generations to become extremely familiar with AI interaction 🎯💯‼️

@alifcoder Ebook

Finance analysts earn $95k–$250k/year. The ones using Claude AI close work 3x faster. 📘 Claude AI for Finance Professionals — 120+ institutional-grade prompts for equity research, DCF, fixed income, portfolio strategy, earnings analysis, and IB workflows. Excel models included. Normally $189 → 100% FREE for 48 hrs Like + RT + comment 'Ebook' Must Follow me so I can DM you.

@BlackPantherCap Yes

🚨LAST CHANCE! Ladies and gents, this is insane! 😳 I’ve created a free group on X. +500 comments/request! Listen careful here: +120 investors now. We still got room. BUT… I’ve already tried adding EVERYONE who requested access so far, but X has changed group messaging. THEREFORE you may need to update your X app enable the new X Chat system by opening messages and setting your personal 4-digit PIN first. If you want in, comment: YES Once that’s done, I can add you. No paid access. No guru nonsense. No signals. No sales funnel. The goal is simple: A serious space for like-minded investors to discuss markets, share research, break down news, challenge ideas, and learn from each other in real time. What it is: • Research sharing • Smart market discussion • News flow and reactions • Networking with serious people • Different views, same goal: improve What it is not: • Spam & pump • A sales funnel • Buy/sell alerts • Self-promotion • Financial advice What’s expected: • Add value • Be respectful • Think independently • Debate ideas, not people -BP

@BlackPantherCap Yes

I’ve just created a free group on X. No paid access. No guru nonsense. No signals. No sales funnel. The goal is simple: A serious space for like-minded investors to discuss markets, share research, break down news, challenge ideas, and learn from each other in real time. What it is: • Research sharing • Smart market discussion • News flow and reactions • Networking with serious people • Different views, same goal: improve What it is not: • Spam & pump • A sales funnel • Buy/sell alerts • Self-promotion • Financial advice What’s expected: • Add value • Be respectful • Think independently • Debate ideas, not people If you want in, comment: YES I’ve already tried adding everyone who requested access so far, but X has changed group messaging. You may need to update your X app enable the new X Chat system by opening messages and setting your personal 4-digit PIN first. Once that’s done, I can add you. -BP $IREN $CIFR $NBIS $AAOI $OUST $AMPX $RKLB $HIMS $PNG.V $ONDS

@SpearfishingCap @kitsuneko109 @bert_gilfoyle @FreemyerGreg Excellent analysis and DD !!

@kitsuneko109 @bert_gilfoyle @FreemyerGreg Thank you for the confirmation!

$EOSE JNTG(Graphite felt supplier)[Audit Report (2025)] thejntg.com/ko/content/dis… 1. North America revenue — explosive growth (+260% YoY) 2024: ₩15B  →  2025: ₩53.9B  (3.6× increase in one year) 2. Aggressive capex — production line expansion Machinery: ₩6.45B  /  Total tangible assets acquired: ₩10.65B 3. Heavy concentration in a single large customer Customer A (est. EOS Energy) revenue: ₩52.2BAccounts for 72% of total revenue (₩72.4B) 4. Inventory build-up to meet rising demand ₩5.9B  →  ₩10.8B  (+82% increase)

Excellent work and very educational - now it would be fantastic to catch the companies that are at their inflection point moving from loss making to profitability within a 12 month timeframe- the question is how do we find out ? Who is clever enough for this? That’s were the real share appreciation will happen - as an example Judy look at the photonic sector company performance in 25/26 🚀😅

Hi, this is Nutty. Part 2 ended up taking longer than I expected. Things got busier than planned, but it’s finally out. The full post is on Substack. If you want a quick look first, the article below has the opening section. This one moves from the grid into the rack: why 48V starts running into a wall, why the industry is converging on 800V, and where the real leverage may sit across the stack. Full post: open.substack.com/pub/nuttycld/p…

@TopherGotWifi @bdfish24 Your thoughts process is accurate. Did you highlight this to the IR department and asked for clarifications with the company addressing these transparency matters that certainly are part of the sales cycles & negotiation process with final buyer?

Not a stupid question at all. The 5.5 GWh was the cumulative discharge aka total cycled throughput from $EOSE early systems that were actually out in the field and operating. It showed up on their Q1 (possibly Q2) 2025 earnings slide with the note “Over 5 GWh in the field.” That number came from real customer deployments cycling over time. The sites Topher mentioned like Orchard, Viejas, and Torrecillas plus whatever else they had live at that time. It basically froze there and vanished from every earnings slide after that. Even though they’ve shipped a ton more and the backlog is now 2.8+ GWh, they haven’t updated the public cycled-throughput number in over a year. No live counter, no monthly update, nothing. If the systems were really cycling hard (one cycle a day on even a few Z3s), that 5.5 GWh should be climbing fast (at a rate of ~500mwh/mo. Instead it just stopped being talked about. This is why Topher has been asking for a monthly update for 3 fugging earnings calls! Transparency on what the batteries are actually doing in the real world matters way more than just shipping boxes. @PoweredByEos needs to put a live cycled-throughput counter on the homepage and start dropping monthly field-performance updates. The market (and your shareholders) would appreciate it. But Joe & Co. don’t want to do that… which begs the next question. Why?

$EOSE Tophers final thought for the week. Some of you think Topher is a retard and that’s fine. But ask yourself this question…… “5.5GWh of cycled throughput to date..” That number was on an earnings slide around 1Q25 then vanished in subsequent earnings. It’s rhetorical. It has been sitting at 5.5GWh over a year. If Z3 were cycling alone once per day at Orchard/Viejas/Torrecillas you’d be adding 500MWh per month to that number and they’d be showing off those results. @PoweredByEos needs to have a cycled throughput counter on the homepage. It is also essential to run a monthly update. Largely due to the fact that what you say is meaningless, what you do is what matters.

@Browpeak Production and scaling - this is still the missing confirmation - combined with proper open company communication 🤞

$eose Got to start asking why Eos isn’t getting any deals across the line. The secular tailwinds have been there for a while. Everything is pointing towards BESS being a critical part of this buildout. There are no doubt deals being done. Joe and Nathan have alluded to MOUs and massive pipeline for data centres. Yet there doesn’t seem to be much traction with Eos Is that why they brought on the new VP sales? What’s going on? Are they failing at the final hurdle?

Mesmerizing! In China they make denim from Abaca banana stalks from the Philippines…

Jensen Huang just validated Elon Musk’s entire ecosystem in a single breath. Not one product. All of it. Huang: “The work he’s doing in Grok, self-driving cars, and Optimus. These are all world-class. Every single one of them is revolutionary. Every single one of them is going to be a gigantic opportunity.” To the public, a chatbot, a car, and a robot look like three separate bets. They are one project. The total automation of human cognition and physical labor. A digital brain. A spatial nervous system. A physical body. Musk is building all three simultaneously. Huang is supplying the compute to fuse them. Huang: “We do a lot of business with Tesla and xAI. Elon is an extraordinary engineer, and I love working with him. We’ve built some amazing computers together, and we’re going to build many more.” This is not a vendor relationship. It is the most consequential technological alliance in history and most people think it is a business partnership. Then Huang said what should end every debate about Optimus. Huang: “This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology.” Huang: “Right around the corner. Likely to be the next multi-trillion dollar industry.” The humanoid robot race will not be won in a research lab. It will be won on the manufacturing floor. Every other robotics company on earth can build a robot. Tesla can flood the planet with them. Because Tesla already knows how to stamp metal, build batteries, and deploy autonomous inference at global scale. The rest of the industry has prototypes. Tesla has the most sophisticated manufacturing operation on earth. When the world’s leading chipmaker calls your robot the next multi-trillion dollar industry, the debate is over. One supplies the chips. One builds everything the chips make possible. When that infrastructure scales across Grok, FSD, and Optimus simultaneously, the question stops being whether this changes everything. It becomes how fast.

Trump is running the most dangerous geopolitical blitz since Bretton Woods. And the endgame isn't a trade war. There's a theory circulating that Trump is running a far more ambitious play -- one designed to collapse BRICS, force China's hand, and lock in dollar dominance for decades. It's bold. It's speculative. And whether you buy it or not, the underlying moves are worth paying attention to: 𝗦𝘁𝗲𝗽 𝟭: 𝗩𝗲𝗻𝗲𝘇𝘂𝗲𝗹𝗮 The U.S. moves on Venezuela's oil, lithium, gold, and rare-earth reserves. Not for regime change — for resource control. China has quietly relied on Venezuelan oil to sidestep sanctions for years. That lifeline gets cut first. 𝗦𝘁𝗲𝗽 𝟮: 𝗖𝗮𝗻𝗮𝗱𝗮 This one's less dramatic but arguably more important. Canada deepens its alignment with Washington — offering diplomatic support, intelligence sharing, and strategic basing access. It's not that Ottawa becomes a puppet. It's that North America starts operating as a single economic and security bloc in a way we haven't seen since WWII. That kind of continental unity sends a message that's hard to ignore. 𝗦𝘁𝗲𝗽 𝟯: 𝗜𝗿𝗮𝗻 With Venezuela compromised, China pivots to Iran for oil. Predictable. That's when the U.S. and Israel escalate — strikes on Iranian nuclear sites, command infrastructure, and oil facilities. China's backup energy source disappears. 𝗦𝘁𝗲𝗽 𝟰: 𝗥𝘂𝘀𝘀𝗶𝗮 Here's where the theory gets really interesting -- and really controversial. The argument is that a back-channel deal is already taking shape. Russia, increasingly squeezed and looking for off-ramps, begins redirecting energy exports toward Western markets. Out of self-interest, not friendship. In return, Moscow gets energy revenue guarantees and a pathway back to the global trading system. Canada, with its existing Arctic and energy ties, becomes the diplomatic bridge. The result is a North American–Russian energy alignment that removes China's last major source of leverage. 𝗧𝗵𝗲 𝗘𝗻𝗱𝗴𝗮𝗺𝗲 BRICS loses its economic foundation. Beijing, cut off from reliable energy and geopolitical allies, is forced to negotiate on American terms, including purchasing U.S. debt at favorable rates. The dollar gets a controlled reset with gold as the backstop, and the global financial system re-centers around Washington. 𝗧𝗵𝗲 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 + 𝗦𝘁𝗮𝗯𝗹𝗲𝗰𝗼𝗶𝗻 𝗟𝗮𝘆𝗲𝗿 Energy price spikes and defense spending flood capital into risk assets. Bitcoin pushes past $200K. Then comes the executive orders: a Strategic U.S. Bitcoin Reserve, funded by seized assets and energy windfalls. But the piece most people are sleeping on is stablecoins. Every USD-pegged stablecoin moving across borders reinforces American financial infrastructure without a single new bank branch. The GENIUS Act laid the regulatory rails. A geopolitical shakeup of this scale would create a demand shock. Stablecoins don't just survive a reset like this. They become the rails it runs on. 𝗧𝗵𝗲 𝗙𝘂𝗹𝗹 𝗦𝗲𝗾𝘂𝗲𝗻𝗰𝗲: Resource control → energy dominance → geopolitical isolation of China → dollar reset + Bitcoin reserve + stablecoin expansion. 𝗧𝗵𝗲 𝗙𝘂𝗹𝗹 𝗦𝗲𝗾𝘂𝗲𝗻𝗰𝗲: Precision chaos → total energy dominance → China's surrender on U.S. terms → dollar reset + strategic Bitcoin reserve + stablecoin expansion. American financial supremacy 2.0. Whether you believe it or not, the pieces are already moving.

@JigarShahDC @mjbommar What is your feedback on the revenue miss - but more importantly on the terrible communication approach by the CEO on its forecasting ability within his company's production issues