📌 X Insight Update[x_fin] (2026/06/14 22:51)
- HBM is breaking the old DRAM cost curve. From 1957 to 2020, DRAM cost per Gb fell by roughly one order of magnitude every five years. AI infra demand and HBM are changing that playbook. Cost deflation is no longer the clean Moore’s Law trade it used to be. [1](https://x.
📌 X Insight Update[x_fin] (2026/06/12 20:33)
- Grvt is positioning itself less as a pure yield product and more as an on-chain wealth management layer. The real moat is the bundle: yield generation, institutional product access, and global market trading inside one account.