Mintttch🐣
Mintttch🐣
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Harvard has sold all of its Ethereum ETF holdings
after holding them for only one quarter
.
According to the 13F Filing documents
Harvard Management Company, which manages Harvard University's fund,
sold all of its BlackRock iShares Ethereum Trust or ETHA in Q1 2026
.
Previously, Harvard had just purchased ETHA in Q4 2025
worth approximately $87 million
.
But by Q1 2026
it sold everything immediately
.
Meanwhile, on the Bitcoin side
Harvard also reduced its holdings somewhat
selling about 2.3 million shares of Bitcoin ETF
.
However, it still holds more than 3 million shares of BlackRock iShares Bitcoin Trust or IBIT
worth approximately $117 million
.
The important context is that ETH sharply dropped from its peak near $4,900-$5,000
in August 2025
and during Q1 2026 it remained weaker than Bitcoin
.
The market might interpret this as
some institutions beginning to clearly differentiate between Bitcoin and Ethereum
.
- Bitcoin is seen as a kind of “digital gold” or store of value
- While Ethereum is still viewed as riskier
because it is an asset tied to the ecosystem, competition, and network usage direction
.
However, it should be noted
that Harvard’s sale might just be a portfolio rebalance
not a decision that Ethereum has no future
.
Or from the perspective of large funds, Bitcoin and Ethereum may increasingly be seen as having different roles
#ติ๊กฟ้า users can now use Grok Build on OpenCode without any extra charge
.
We can connect Grok with OpenCode
to command the coding agent via Terminal starting today
.
The model used is Grok Build
xAI's coding model specifically designed for agentic software engineering tasks
.
Its highlight is support for a long context of 256K tokens
suitable for debugging, refactoring, and understanding large codebases
.
How to get started:
- Install OpenCode → type /connect → select xAI → log in with your Grok account
- Then select the Grok Build model right away
- But not sure how much usage is allowed
.
xAI also mentioned that more open-source agents and integrations will follow
.
Grok is moving beyond just a chatbot
and seriously entering developers' workflows like other players now
Now starting DCA with stocks, crypto, and finding other things to do along the way
Feeling like I'm losing passion for crypto after being in it for 4-5 years
.
Starting to get tired, and at the end of this year, I'm moving to the countryside after living in Bangkok for almost 10 years. Want to live a slow life 😅
With costs this high, it's no wonder subscriptions are expensive😅
Mintttch🐣
Anthropic agrees to pay SpaceX about $1.25 billion per month
for compute usage from the Colossus data center
.
This deal will run until May 2029
with Anthropic using compute from both the Colossus data center in Tennessee
and SpaceX's new Colossus 2 data center
.
SpaceX's S-1 filing states
Anthropic will receive special rates in May and June
and either party can cancel the contract with 90 days' notice
.
If this deal runs through the full term
SpaceX will earn more than $40 billion from Anthropic
.
An Anthropic spokesperson confirmed the $1.25 billion per month figure to Business Insider
with this compute set used for inference
or running AI models to serve customers
.
The S-1 document also states SpaceX expects to make similar deals in the future
viewing this as a way to monetize unused compute capacity
.
However, SpaceX's AI infrastructure costs are very high
The document notes losses from AI operations last year rose to over $6 billion
and nearly $2.5 billion loss in the first quarter this year
.
The main causes are cloud costs, GPU expenses, and chip depreciation
.
Interestingly, SpaceX also states in the document
one of their major investment plans is to produce their own GPUs
.
If realized, SpaceX could move to compete with NVIDIA
which is currently a key player in the advanced GPU market
.
In the S-1, SpaceX also categorizes AI Infrastructure as a key market
and estimates this market could be worth around $2.4 trillion
Anthropic agrees to pay SpaceX about $1.25 billion per month
for compute usage from the Colossus data center
.
This deal will run until May 2029
with Anthropic using compute from both the Colossus data center in Tennessee
and SpaceX's new Colossus 2 data center
.
SpaceX's S-1 filing states
Anthropic will receive special rates in May and June
and either party can cancel the contract with 90 days' notice
.
If this deal runs through the full term
SpaceX will earn more than $40 billion from Anthropic
.
An Anthropic spokesperson confirmed the $1.25 billion per month figure to Business Insider
with this compute set used for inference
or running AI models to serve customers
.
The S-1 document also states SpaceX expects to make similar deals in the future
viewing this as a way to monetize unused compute capacity
.
However, SpaceX's AI infrastructure costs are very high
The document notes losses from AI operations last year rose to over $6 billion
and nearly $2.5 billion loss in the first quarter this year
.
The main causes are cloud costs, GPU expenses, and chip depreciation
.
Interestingly, SpaceX also states in the document
one of their major investment plans is to produce their own GPUs
.
If realized, SpaceX could move to compete with NVIDIA
which is currently a key player in the advanced GPU market
.
In the S-1, SpaceX also categorizes AI Infrastructure as a key market
and estimates this market could be worth around $2.4 trillion
Verus-Ethereum Bridge was attacked
It was reported that assets worth about $11.58 million
or approximately 378 million baht
.
The main assets drained were
about 1,625 ETH
103.57 tBTC
and 147,000 USDC
.
An interesting point is that Verus had communicated that their bridge has no smart contract risk
because it uses protocol-level validation, cryptographic proofs, and notary witnesses
.
But from the preliminary analysis
The problem was not due to signature hacking
Not due to stolen notary keys
And not a parser bug
.
But a gap in verifying whether
the value to be paid out on Ethereum
is actually backed by assets on the source side
.
Simply put, the bridge correctly checks many things
but missed the most critical point that
"Is the money being paid out truly backed?"
.
The attacker’s cost was identified as only a few dollars in fees
but they were able to extract assets worth over $11 million
.
And this is not a small case in the overall DeFi landscape
.
According to PeckShield data
In 2026, crypto bridge exploits caused total damages of about $328.6 million
from 8 major incidents
.
This means bridges remain one of the most vulnerable points in crypto
because they have to connect chains, liquidity, proofs, validators, contracts, and multiple verification systems together
.
This case reiterates once again that
cross-chain bridges are still a major risk point in DeFi
