Yuga Labs Co-Founder Hints at Launching NFT Treasury Company
Odaily Planet Daily reported that Yuga Labs co-founder Garga.eth (Greg Solano) posted on X, stating, "The world is not yet ready for NFT treasury companies, but they are already on their way." The market interprets this move as possibly drawing on the strategy of listed companies accumulating tokens to establish NFT treasury companies.
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UBS pointed out that the investment logic for AI is shifting from competition in models towards infrastructure development, with power supply, data center capacity, and financing capability becoming critical factors affecting industry expansion. As demand remains resilient, the importance of project delivery speed, supply chain security, and the provision of key raw materials is rising further. Companies that control scarce resources and infrastructure bottlenecks are expected to attract more market attention.

