POA

POAP
2026-08-03 15:17:54

POAP founder Isabel says project will wind down after more than five years

POAP founder Isabel said the project will gradually wind down after operating for more than five years, closing a chapter for a protocol that issued digital collectibles across hundreds of communities. In her remarks, Isabel said POAP minted millions of digital collectibles over the past several years and worked with global organizations including Coinbase, Amex, Warner Music Group and Bayer. She also pointed to major activation moments during Devcon, where POAP minted more than 8,000 collectibles in a single week, and to the Airport Rally campaign, which let collectors around the world claim POAPs at airports. Despite that reach, Isabel said building a sustainable business model without compromising the project’s core principles became difficult because of crypto funding cycles and distribution patterns. She added that fast-changing technical infrastructure and market cycles made operations harder. Reflecting on the project, Isabel said user communities remain one of the most undervalued assets for companies, that products with real value can spread a brand through users, and that connecting users should not be overshadowed by short-term technology hype and price speculation. She said she has not decided on her next step and is now thinking about how go-to-market models may evolve in the AI era.

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POAP founder Isabel says project will wind down after more than five years
Yilihua
2026-07-27 11:15:00

Yilihua-backed AI fund’s first report says Axe Compute may be one of the most undervalued GPU compute entries in U.S. equities

An AI investment fund set up or led by Liquid Capital founder Yilihua and his team has released its first research report, focusing on Axe Compute as a U.S.-listed AI infrastructure company it says deserves closer attention. The report argues that the company, formerly Predictive Oncology, has shifted from a micro-cap biotech profile to an AI compute and treasury model tied to Aethir’s ATH token. It highlights a series of contracts announced in 2026, including a newly disclosed $1.3 billion AI infrastructure agreement on July 22, and lays out how Axe’s Immediate Access and Build programs are supposed to scale into recurring revenue. The note also compares Axe with CoreWeave, reviews the company’s first-quarter financials, and presents valuation models based on forward price-to-sales and price-to-ARR metrics. At the same time, the report flags risks around contract execution, revenue conversion, financial verification, and broader AI infrastructure valuation assumptions. Its core view is that Axe Compute remains materially underpriced if signed contracts turn into reported revenue and annual recurring revenue as management expects.

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Yilihua-backed AI fund’s first report says Axe Compute may be one of the most undervalued GPU compute entries in U.S. equities