The most important video we’ve released so far

Machine to machine payments are the million x opportunity, says @SamirTabar, and @ethereumJoseph follows with why people end up at the center of what those machines build. #TOKEN2049

Datacenter growth doesn't stop at square footage. It stops at power. Scale-across removes that ceiling: link a second site tens of miles away and run both as one cluster. Learn more from @drivenets : whitefiber.com/whitefiber-co… #NeoCloud #DataCenter #AIInfrastructure $WYFI #WhiteFiberContinuum

TOKEN2049 Singapore takeaways: - crypto isn't niche anymore, institutions are fully here - more suits than hoodies - blockchain is eating wall street and tokenized equities and t-bills are the first course - more suits than hoodies - quantum was the surprise topic of the week, ty justin drake - citrini article assets are going to rip face - tokenization is all the rage - privacy, privacy, privacy - most people aren't using agents in their biz yet, those who are have massive land grab opportunity - DeFi teams with real revenue are the talk of the town - zcash, pearl, near, and quantus were the winners - singapore humidity is disgusting, reminds me of florida - not many early stage teams pitching me, ppl ignoring venture for liquid mkts Overall, TOKEN2049 is the biggest retail conference in the industry, with 25,000 people here this week. Honestly, it was nothing like what I saw at KBW from the timeline, and it was extremely professional and institutional. Definitely a sign as to where we're at in the industry. Be more bullish.

Three builders, three views on where Ethereum goes next, and the spread says more about the opportunity than any single answer could Thanks to @ethereumJoseph and @PaulFrambot for an honest conversation at @token2049, and to @kartiktalwar for moving it along #TOKEN2049

🇸🇬 TOKEN2049: Institutions are coming onchain, but the Ethereum panel couldn't agree on what to do with all that ETH. Joe Lubin, founder of Consensys, says Ethereum is close to unifying L1, L2s and private chains without risky bridges. Paul Frambot, CEO of Morpho, says DeFi now matches Web2, with Coinbase and Robinhood users borrowing on Ethereum without knowing it. Sam Tabar, CEO of Bit Digital, says the next big wave of Ethereum users will be AI agents. And Tabar and Lubin clashed over whether ETH treasury companies even make sense. Swipe 👉

The first Next-Gen ETH Supper Club, in the books. Thank you to @ethereuminsti for hosting alongside @BitDigital_BTBT, and everyone who joined us. There was good food, sharp minds, and a real conversation about where ETH goes next.

Ethereum's Next Act: From Asset to Economy with @ethereumJoseph (Ethereum, MetaMask), @SamirTabar (Bit Digital), @PaulFrambot (Morpho), and @kartiktalwar (ETHGlobal) OKX Main Stage | October 8 | 12:00pm at @token2049

Neoclouds scaled fast. The real test is whether that scale holds up under pressure. Catch our VP of WhiteFiber Cloud US, Michael Francisco, on the Neocloud Executive Roundtable tomorrow at infra/STRUCTURE Summit 2026. #infraSTRUCTURE2026 #Neocloud #AIInfrastructure $WYFI

No single site has to do it all. WhiteFiber combines modular data center capacity — across two sites today, three+ soon — into one larger fabric. Hear it from our Head of Design Architecture. Learn more: whitefiber.com/whitefiber-co… #NeoCloud #DataCenter #AIInfrastructure $WYFI

See you in Singapore for two panels @token2049 on October 7th and 8th. Day 1: The Next Generation of ETH Day 2: Ethereum's Next Act: From Asset to Economy From the perspective of a company that owns both the asset and the compute behind it.

New whitepaper: how WhiteFiber Continuum joins two data centers into one logical AI supercluster. Architecture, validation numbers, and who it's built for. Download: whitefiber.com/insights/scal… #AIInfrastructure #WhiteFiberContinuum

See you there

Most corporate ETH is sitting in a vault waiting to be worth more, while ours went to work. @SamirTabar and @VivekVentures of @Etherealize_io on the difference between owning an asset and operating one.

Congratulation to Michael, Toby and all the @WhiteFiber_ team. Truly eye opening patented Tech. All that hard work coming to fruition $WYFI - 136 Tbps bandwidth, 0.9 millisecond round-trip latency over 83 KM site-to-site. 🤩 So What’s Next • Two sites isn’t the ceiling. Continuum’s Jericho3-AI fabric can already run a single cluster of 32,000 GPUs at 800Gbps—about 62× what ATL1 and SUW1 run today. The bottleneck isn’t the network. It’s how many sites and how much power you plug in. • New GPUs, same fabric. Continuum is on H200s because that’s what’s shipping. When the next NVIDIA generation lands, DriveNets Ethernet and the same NIC choices (ConnectX, Broadcom, others) carry over. No redesign. • Jericho4 is the next leap. Deep buffering + congestion control for lossless RoCE past 100 km, plus line-rate MACsec on every port. Not in Continuum yet—but it’s the near-term path to longer-distance AI and a stronger security story for regulated customers.

This will be tokenized on Ethereum

First of all, congratulations to Michael and the entire @WhiteFiber_ team. They have officially launched Project Redwood under its commercial name, WhiteFiber Continuum, delivering 136 TB per second of aggregate bandwidth and 0.9 milliseconds of round-trip latency across 83 kilometres. These are very impressive specifications. We spoke with management about WhiteFiber’s strategy and build-out, and I want to explain the potential impact of this solution on the addressable supply of AI-ready power. I recently shared that Anthropic and OpenAI are reportedly exploring smaller 20–30 MW deployments alongside their multi-hundred-megawatt and gigawatt campuses. We know that all these players are trying to bring compute online as quickly as possible, while not every workload needs to run at one physical location. There are naturally far more industrial sites with smaller power connections than locations offering hundreds of megawatts, or even a gigawatt, in one place. The market for acquiring buildings with these smaller connections is therefore much larger. With Continuum, WhiteFiber has, in my opinion, designed a smart solution for connecting these separate blocks and making them operate as one logical GPU environment. With 0.9 milliseconds of round-trip latency, multiple 20 MW locations could potentially be connected into a much larger logical cluster. This could be an important step in a fragmented market of smaller locations, and it fits WhiteFiber’s wider strategy perfectly: • Retrofit smaller industrial locations faster • Expand through partner facilities, with Krambu as the first announced example • Bring the cluster design, customers and operating expertise • Connect owned and partner sites through Continuum • Monetize capacity without needing to own every building itself In my opinion, this creates a very fast time-to-power model. It also gives WhiteFiber the option to connect partner locations instead of only using each site on a standalone basis. It connects WhiteFiber’s retrofit strategy, partner network, cloud platform and managed-services ambitions into one broader infrastructure model. I think its current strategy aligns very well with what the market needs today, especially with long development lead times and growing community pushback against enormous data-center campuses. I will be following this closely. You can read the call with $WYFI management in comments👇 recommend it.

@WhiteFiber_ Continuum is live. Built with @drivenets and @weka, it's the highest-performing distributed GPU supercluster architecture. Bandwidth is no longer a design constraint. Read the blog: whitefiber.com/blog/continuu… #AIInfrastructure #WhiteFiberContinuum

They spent two decades inside legacy finance before leaving to replace it. @SamirTabar was a lawyer at Skadden, then ran capital strategy at BofA Merrill. @VivekVentures traded credit at Morgan Stanley, UBS, Deutsche Bank and Nomura. Full interview with @Etherealize_io below.

Why would an AI agent settle on Ethereum instead of something faster? Because speed becomes a commodity and neutrality does not. @SamirTabar and @VivekVentures on the only venue where JP Morgan, Goldman Sachs and BlackRock will all agree to meet.