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Grant Velthorne on the “Physicalization” of AI and the Rise of Tech Nationalism Shaping the 2026 Market Paradigm

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In a market briefing released today, Grant Velthorne, Chairman of Velthorne Asset Management, identifies a pivotal “Regime Change” in the global technology sector. Following the launch of the infrastructure-focused Boreas S&P AI Data, Power & Infrastructure UCITS ETF and the imposition of new U.S. tariffs on AI semiconductors, Velthorne argues that the investment narrative has shifted decisively from “software scalability” to “sovereign industrial resilience.”

Velthorne points to the end of the borderless digital economy. “The launch of specialized vehicles like the Boreas suite on Deutsche Börse Xetra is more than a product expansion; it signals that institutional capital is now prioritizing the tangible backbone of AI power grids and data centers over the intangible code layers,” he explains. “With protectionist measures from Washington, we are entering an era of ‘AI Nationalism,’ where access to compute and energy will dictate sovereign yield curves.”

The Physicalization of Intangible Assets

Velthorne highlights the capital rotation into “hard assets” that support digital ecosystems. He notes that the reception of the Boreas S&P AI Data, Power & Infrastructure ETF validates his long-held thesis that the bottleneck of the AI revolution is no longer algorithmic, but thermodynamic.

“We are seeing a re-rating of utilities and industrial infrastructure as quasi-tech assets,” Velthorne states. “Investors must understand that ‘AI beta’ is now intrinsically linked to ‘energy beta.’ The companies that control the transmission lines and cooling systems are the new gatekeepers of productivity.” He warns that portfolios heavily invested in pure-play software but underexposed to physical infrastructure are at risk of a “valuation air pocket” as energy constraints begin to limit software growth rates.

The Geopolitical Premium on Compute

Addressing the recent 25% tariff on specific AI chip imports, Velthorne discusses the “bifurcation” of the global semiconductor supply chain. He argues that this policy creates a price floor for domestic hardware, triggering a structural inflationary impulse in the tech sector.

“The imposition of these tariffs marks the formal weaponization of Moore’s Law,” Velthorne observes. “We are moving from global efficiency to ‘supply chain security,’ creating asymmetric risks for multinational hardware firms, but substantial opportunities for domestic fabricators and localized supply chains.” He advises clients to view these tariffs not as temporary trade disputes, but as a permanent “geopolitical premium” that must be factored into all hardware-dependent capital expenditure models.

Institutional Allocation in a Fragmented World

Velthorne synthesizes these trends into a forward-looking allocation strategy. He points to the divergence between the “Boreas” thematic approach which captures the European and Middle Eastern appetite for diversified infrastructure and the U.S.-centric protectionism as evidence of a fragmented global market.

“The correlation between global tech indices is breaking down,” he asserts. “Passive allocation to a generic global tech ETF is now flawed because it fails to account for the ‘Silicon Iron Curtain’ dividing East and West.” Velthorne concludes that the true alpha in 2026 will be generated by managers who can navigate this fragmentation, selectively allocating to regions where energy is cheap and regulation is favorable, while hedging against the friction costs of trade wars.

Conclusion

As the global economy grapples with the forces of technological acceleration and geopolitical friction, Velthorne emphasizes the need for active management. “The easy money of the ‘Great Moderation’ is gone,” he summarizes. “The winners of this cycle will be those who recognize that in 2026, data centers are the new oil fields, and silicon is the new gold standard.”

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ChimpX AI Raises $2.8 Million Seed Round to Make DeFi Simple for Everyone

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Funding will accelerate development of Mojo AI – the agent that turns plain-English intent into on-chain DeFi execution

ChimpX today announced the close of a $2.8 million seed round at a $24 million fully diluted valuation. The round was led by Waterdrip Capital and MetaLabs Ventures, with participation from Mindfulness Capital, NEURALHASH Capital, Marshland Capital, Maven Capital, Attention Venture, and BRINC.

mojo1 ChimpX AI Raises $2.8 Million Seed Round to Make DeFi Simple for Everyone

Proceeds will be used to expand ChimpX’s core infrastructure, enhance the Mojo AI execution agent, and support the $CHIMP token launch.

The Problem ChimpX Is Solving

DeFi remains inaccessible to most people. Not because the technology is unproven – yields are real, ownership is real, and the underlying protocols are world class. The problem is UX. Gas tokens on every chain. Nine different apps for one strategy. Forty-five minutes for a $500 trade. The average person tries DeFi once and never comes back.

mojo2 ChimpX AI Raises $2.8 Million Seed Round to Make DeFi Simple for Everyone

ChimpX was built to close that gap.

How It Works

At the core of ChimpX is Mojo, an AI execution agent that lets users interact with DeFi through natural language. A user types “optimise yield on my USDC” and Mojo handles the rest – interpreting intent, selecting protocols, constructing the strategy, routing the transaction, and executing on-chain. Automatically. Without requiring the user to manage gas tokens, navigate separate interfaces, or understand the underlying protocols.

mojo3 ChimpX AI Raises $2.8 Million Seed Round to Make DeFi Simple for Everyone

A key component is ChimpX’s gas abstraction layer, which allows users to pay fees in stablecoins such as USDC or USDT while the system handles native token requirements in the background.

Traction

ChimpX has demonstrated strong organic adoption since launch, with organic user growth

  • 56,000+ unique wallets connected
  • $3.9M+ in transaction volume
  • 100,000+ AI prompts executed
  • 15,000+ active users

mojo4 ChimpX AI Raises $2.8 Million Seed Round to Make DeFi Simple for Everyone

The platform supports trading, lending, borrowing, bridging, and derivatives – unified under a single AI-driven interface across BNB Chain, with a Solana launch planned for Q2 2026.

What Mojo AI Does Next

The next phase of development expands the intelligence and autonomy of the Mojo AI agent with:

  • Natural-language strategy composition – complex intent converted automatically into executable multi-step strategies
  • Advanced order automation – limit orders, stop-loss, take-profit, and DCA scheduling
  • Risk-aware execution – dynamic position sizing based on real-time market signals
  • On-chain intelligence – whale tracking, behavioural signals, and sentiment inputs
  • Agent-to-agent transactions – autonomous economic interactions between AI agents

 

To ensure trust and safety, ChimpX integrates verifiable on-chain agent identity, full auditability of agent actions, user-configurable controls, and a guardrail system preventing prompt injection.

Investor Perspective

“We see AI agents becoming the primary interface for financial systems. ChimpX is early in building that layer for DeFi — where users express intent, and intelligent agents execute autonomously. This is not just a UX improvement, it’s a paradigm shift.”
Partner, MetaLabs Ventures

Founder Statement

“Most people who tried DeFi once never came back. Not because DeFi is bad – the protocols are genuinely extraordinary. The experience of using them is just broken. We built ChimpX because we believe that problem is completely solvable. Mojo is the proof.”
Akshay Nassa, CEO & Co-Founder, ChimpX

$CHIMP Token

The $CHIMP token serves as the coordination layer within the ChimpX ecosystem, enabling fee participation, staking, and governance. The token is designed to support sustainable ecosystem growth.

mojo5 ChimpX AI Raises $2.8 Million Seed Round to Make DeFi Simple for Everyone

About ChimpX

ChimpX is building Mojo AI – making DeFi simple for everyone. Users tell Mojo what they want in plain English. Mojo handles everything else. No gas tokens. No fragmented apps. Just done.

chimpx.ai | app.chimpx.ai | x.com/chimpxAI | t.me/chimpxofficial | discord.gg/8Fq4nt3Xwh

Media Contact

Akshay Nassa, CEO

[email protected]

chimpx.ai

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Bloomberg Profile: Brian Ferdinand — May 2026

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A Bloomberg-style profile feature has spotlighted Brian Ferdinand for his work in systematic trading and multi-asset portfolio management at EverForward Trading.

WhatsApp Image 2026 04 29 at 10.54.43 AM Bloomberg Profile: Brian Ferdinand — May 2026

The feature highlights Ferdinand’s structured approach to building risk-managed strategies designed to navigate volatility and shifting macroeconomic conditions. His work is centered on consistency, execution discipline, and the application of quantitative frameworks.

Brian Ferdinand is an active member of the Forbes Finance Council, portfolio manager, and trader at EverForward Trading. He focuses on structured, risk-managed multi-asset strategies designed to deliver consistent performance across shifting macroeconomic and volatility regimes, with an emphasis on capital efficiency, drawdown control, and systematic execution.
Ferdinand has earned multiple industry awards recognizing his performance and innovation, including the Global Systematic Trading Performance Award (GSTPA) for sustained, model-driven results and strong risk-adjusted returns, and the Global Quantitative Trading Excellence Award (GQTEA), reflecting his ability to generate systematic alpha through disciplined execution. As a trader with Everforward, he has also been honored with the European Apex Trader Award, recognizing sustained excellence across European markets, and has been inducted into the Forbes Finance Council, an invitation-only network of senior finance leaders.
Additional honors include the Institutional Trading Strategy Innovation Award and the Portfolio Performance Consistency Distinction, reflecting a focus on repeatability, execution precision, and robustness through varying liquidity and volatility environments. In 2026, he was named “Breakout Trader of the Year,” highlighting strong performance and adaptability during complex market conditions.

As an active Forbes Finance Council member, Ferdinand contributes insights on portfolio construction, systematic frameworks, and risk management, with a focus on building resilient strategies that scale across asset classes and market cycles.

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Slotozilla Strengthens Global Affiliate Network After iGB Barcelona

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Slotozilla has reported an impressively strong start to 2026. In Q1, the company significantly accelerated its expansion and established numerous partnerships, with iGB Barcelona serving as a key catalyst.

Slotozilla is a leading online casino review and bonus comparison platform, offering promotions, tutorials, reviews, and hosting a large number of demo slots.

iGB Barcelona Drives Growth

iGB Barcelona played a pivotal role in shaping Slotozilla’s first quarter. As one of the most influential gatherings in the industry, it provided direct access to affiliate partners. Many of Slotozilla’s strongest collaborations originated from discussions held during the event.

Expanding Affiliate Network: Key Partnerships

The first quarter of 2026 saw a significant expansion of Slotozilla’s affiliate portfolio, with new and existing partners contributing to a total of 54 bonuses. These include:

  • Riventa Partners: 13 bonuses
  • Spikeaff: 9 bonuses
  • Goldbet Partners: 6 bonuses
  • Axel Partners: 4 bonuses
  • Zizobet: 4 bonuses
  • Wicked Affiliates: 4 bonuses

 

Additional collaborations involved 7Oasis, Grapeaffiliates, Graffiti Partners, Spininio Partners, Go2Affiliates, VJGroup Affiliates, Maxcasino Partners, Nospartners and Sierra Affiliates.

The diversity of these partners adds depth to the Slotozilla portfolio and, in turn, more variety for consumers. Each partner organisation contributes something unique to the roster, whether it’s access to new territories or expertise and experience within a particular category of bonuses.

Bonus Expansion Enhances User Experience

These new partnerships not only position Slotozilla more strongly within the global marketplace, but they also directly translate into an improved user experience. The varied spread of bonus types has been driven by player demand:

hary Slotozilla Strengthens Global Affiliate Network After iGB Barcelona

No deposit bonuses make up a significant number of the promotions added to the Slotozilla platform in the first quarter of 2026. This reflects players’ growing desire for lower levels of risk.

Global Expansion Across Nine Markets

The quarter demonstrated strong international coverage across DACH (Germany, Austria and the Swiss Confederation), Australia, Poland, Canada, Italy, the UK, Sweden, Finland and New Zealand. DACH (20 bonuses) was the most productive region in the period. This was followed by Australia, Poland and Canada.

Slotozilla Confident About Future

“Our first quarter of 2026 reflects how strategic partnerships and industry events can genuinely translate into real user value and a stronger, global position,” said one Slotozilla spokesperson.

Slotozilla enters the second quarter of the year with a bolstered affiliate base and an even stronger bonus ecosystem. Insights and partnerships gained at iGB Barcelona continue to shape growth and collaborations, and to benefit the organisation long after the event itself.

About Slotozilla

Slotozilla is a casino review and affiliate platform. It offers game insights, bonus comparisons and unbiased reviews.

Onwards and Upwards

Slotozilla will be celebrating its recent successes, but also capitalising on the new data that these provide. With this data, the organisation will be better positioned for an even stronger second quarter.

Media Contact:

Tim Cline

Email: [email protected]

Phone: +12678000083

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