Blockchain@USC

Investment Update:

New position: ethereum:0x514910771af9ca656af840dff83e8264ecf986ca
- Lead Analyst: @sxoses_
- Analysts: @Tungsten23rd @ellipsesking @Aeordan14
- Potential backbone of tokenization with institutional backing

Re-up on hyperliquid:native
- Lead Analyst: @andrewpaik_
- Analysts: Daniel Bravo, Jay Choi
- Leading USA equity perps; In Stan we trust

Congratulations to @alyctalks @royli25 @oivatury @andrewpaik_ on their performance at XRPL Commons Hackathon New York!

@alyctalks took home the dub in AWS and Quicknode's Bounty Prizes with his work on "Pilot", an agentic harness for trading.

@royli25 @oivatury @andrewpaik_ built "Cereal", disposables agent wallets for higher security rails.

Good work guys!

Research & Investments Update:

New positions: $PUMP, $TAO, $VVV, $CASHCAT.

• $PUMP: $10M+ weekly fees, $35.7M 30d revenue (> Hyperliquid), ~90% launchpad share
• $TAO: 65%+ supply staked, dTAO subnets ~$1B, new Base integration via CCIP
• $VVV: Venice AI crosses $100M annualized rev run rate (from $70M a month prior); emissions cut to 2M/yr in Oct
• $CASHCAT: post-Robinhood listing momentum, ~$207M mcap, $32M 24h volNFA.

Applications due September 6th⏳

Link in bio.

Day 1 was amazing, but we are just getting started.

#SCBC2026 Day 2 is LIVE from the Caruso Catholic Center.

Doors open at 9 AM