Orbs (ORBS)

REID HOFFMAN JUST EXPLAINED THE AI + CRYPTO THESIS IN 30 SECONDS.

As AI scales, the internet needs a way to verify:

🔹 Humans
🔹 Identity
🔹 Authentic content
🔹 Real conversations

Hoffman: “Crypto is the natural technological solution.”

Interesting considering Bitmine invested in $ORBS, which holds exposure to both OpenAI and Sam Altman’s World proof of human network.

The AI race is becoming an identity race.

$BMNR $ETH

🧵 1/
$ORBS treasury crosses $333M across AI, digital identity, and the creator economy

$ORBS portfolio update as of May 6, 2026:

- $90M @OpenAI equity (27% of treasury)
- 283M $WLD @worldnetwork (21%)
- $25M @MrBeast Beast Industries (8%)
- 11,068 $ETH
- $121M cash

🔗 Press Release: https://t.co/48nEjjkXKG

2/ Per Fundstrat, non-humans now account for:

• 75% of @Polymarket trading volume
• 53% of web traffic
• 47% of emails sent
• 44% of US equity buy-side execution
• 35% of new website creation
• 30% of online product reviews

Non-humans are an increasing share of all content on the internet. The internet has a human problem.