I keep adding evm exposure and ethereum mainnet is also offering quite interesting projects. Added $ovpp to my portfolio, to also diversify a bit from AI and enter new narratives such as the onchain tokenization of Energy. > @OpenVPP takes isolated smart devices, plugs them into a decentralized grid, and converts the aggregated system into a Virtual Power Plant. > Think of it as an Routing Layer for Energy to settle payments. In a nutshell, it connects millions of devices to work in harmony — the network coordinates when energy is absorbed or supplied, and distributes payments automatically from/to vendors/suppliers, optimizing costs and outputs. > Doxxed team, founder is former Exelon and AutoGrid exec. (sold to a Schneider Electric company), and has already secured a SaaS contract with multi-billion power distribution companies (listed in NYSE), and a tier 1 stablecoin issuer for the payment settlement layer. The positive: • Huge surge in demand for AI, data centers, crypto mining, EVM fleets, smart devices, and sustainable energy sources, all disconnected from each other with different suppliers and clients. The risks: • Highly regulated and fragmented industry controlled by a few titans that move quite slow. Disclaimer: also invested in a small seed round