@phildaian Excited to see this! Network-layer anonymity has been a missing piece of all the privacy primitives we've been building - both the onchain stuff (eg. railgun) and the offchain stuff (eg. the ZK API tickets) And there's a significant space of applications where the bandwidth

Original source ↗ | February 18, 2026 at 00:55 UTC | Twitter - @VitalikButerin

IDEA 1 TICKER: TSLA DIRECTION: Long THESIS: Tesla averted a 30-day license suspension in California, removing a potential near-term regulatory headwind and indicating compliance. SPEAKER: @FirstSquawk TIMEFRAME: short-term

IDEA 2 TICKER: NCLH DIRECTION: Long THESIS: Activist investor Elliott Management has built a significant stake (over 10%) in Norwegian Cruise Line, signaling potential for corporate changes or operational improvements to unlock shareholder value. SPEAKER: @business TIMEFRAME: medium-term

IDEA 3 TICKER: NVDA, META DIRECTION: Long THESIS: Nvidia's multi-year partnership with Meta to

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