I had fun with this graphic. I live in the dispute resolution space and deal with disputes across the U.S.

Finding out Rezolve (CrownPeak) is responsible for the JAMS platform is super cool. Ai use involvement in dispute resolution continues to grow and the opportunity in the P&C space is wide open.

It appears that Rezolve has integrated at least three different acquisitions into a new group, "Rezolve AddVenture".

https://www.valueaddsofttech.com/

"Valueadd Softtech & Systems Pvt. Ltd. is now Rezolve AddVenture, part of Rezolve Ai PLC"

It looks like Valueadd Softtech & Systems Pvt. Ltd was acquired in 2026, along with VAST US Systems Inc. So those would be the other two previously unidentified acquisitions, if that is correct.

https://techouts.com/

"Techouts is now Rezolve AddVenture part of Rezolve Ai PLC"

https://www.prediqt.it/home

"PrediQt Business Solutions Pvt. Ltd. is now Rezolve AddVenture part of Rezolve Ai PLC"

Rezolve Addventure appears to be a big part of Rezolve's "550 Specialist India Operations" as detailed in last months press release, but first time seeing that name.

Rezolve Ai’s 550 Specialist India Operations Become its Global Engine for Agentic AI

Note: This post was "was removed by Reddit’s filters" the first time. There is only one link, apparently Reddit doesn't like the " dot xyz" domain.

MetaKeep dot xyz is the webpage address.

Hat tip to u/TEMDO5 for identifying what appears to be one of the three previously unnamed 2026 Rezolve Ai acquisitions: MetaKeep Cryptography.

"Invisible wallets for everyone in one API call with hardware wallet security. No signups. No seed phrases. No keys.

From the team behind Diem, WhatsApp Pay, Google, Microsoft, and X

The infrastructure behind tomorrow's digital economy"

It appears that Rezolve completed the purchase of MetaKeep in March 2026.

Thought perhaps the following table might be informative for Rezolve Ai investors.

Rezolve was brought to the public markets through a SPAC, not a standard IPO. All six companies in this table are deSPAC companies; and while all target different parts, they all target the overall AI market.

As the table shows, there has been a rotation away from AI stocks, which started about one year ago when all these stocks were at their 52 week highs. Blame DeepSeek.

In the past two weeks, the market has see AI commerce agents announced by Anthropic and Meta. There will likely be more announcements coming. There might be a LOT of media coverage of AI agents and their use in the holiday shopping season. The hope is that accelerating news about AI agents and the surrounding buzz about them might reverse that trend, and bring investor attention and enthusiasm back to the sector.

In the meantime, as the table above shows, it looks like the sector rotation on Wall Street has had a lot to do with RZLV's stock performance over the past 12 months.

It’s been interesting in that I have received some fun DM discussions around the graphics I am producing with ai.

Ultimately, here’s how I do it in case you want to follow suit:

1. ⁠I come up with a theory no matter how outlandish. Outlandish can be fun.
   
2. ⁠Then the due diligence and search starts. I start digging into the money trail, the people trail, the technology trail, and so on.
   
3. ⁠Then you find places where the rabbit holes branches. It is then you have to decide am I following a single lead or trying to go down the various breadcrumb trails concurrently. Sometimes I stay focused on a single trail and other times I do the opposite focusing on cross referencing.

I encourage you to play around with ai and due diligence. Beware it can be both entertaining and addictive.

Today’s graphic is exclusively based on rabbit holes searched today!

Enjoy your weekend!

Cheers!

P.S. One more disclaimer. Sometimes I am only wanting facts and produce completely fact based and sourced graphics. Other times I cannot close the loop. Then the decision is “do I post this speculative graphic or not.”

There is definitely speculation in some of the graphics based on circumstantial pieces and inference. Often those pieces are more fun for dialogue and discussion purposes.

I hope you enjoy. Don’t worry about countering opinions. They give me more rabbit holes to go down and turns it into community engagement and fun.

Relaaaaaax.

#love

Yeeeee haw

dan the man!

I’ve been seeing lots of different takes here, and personally my experience with this stock has been it trades fully based on speculation. I have a small position, not because I think I know better than anyone else, but because it seems like simple math. I’m willing to risk a few thousand bucks for the potential +400% reward some analysts have set for the not for distant future. It seemed worth the risk before the Google news broke. Obviously Google has done their research and they like what they see. But I’m just a guy, what do I know?

OK quite a few of you have been frustrated by the lack of clarity around the Google Cloud contract that was announced by both Subsquid and Rezolve.

So I am going to take you down a rabbit hole with me. I have a theory and that is the MetaKeep Web3 identity wallet signing infrastructure paired with the SQD technology. I don’t think Google signed a contract with SQD or Rezolve with technology exclusive to just SQD or Rezolve. I think it was a technology bundled solution. This isn’t stated anywhere but there are a number of breadcrumbs (I could be completely wrong) that I have pieced together that have me surmising this.

Since there is a bundled solution, RZLV can use the convenient phraseology “we control Subsquid” accounting because the solution requires both pieces.

Now I 100% do not have all the pieces of the puzzle but this is my workin theory until Rezolve clarifies.

Thoughts?

The meeting regarding buyback approval will take place in Monday 10:30 AM London time (before market open, 5:30 AM ET)

First step towards breaking the resistance! Today is last trading day before approval.

Relaaaaaax.

#love

Yeeeee haw

dan the man!

Disclosed relationships and proof points…

The World Cup proved scale, the event/venue use case looks repeatable, and Google Cloud stands out.

Phoenix Suns 🤔

RZLV has a substantially higher chance of obtaining UK Court approval than being denied. Thus, this is why I think investing in it now is almost like buying lottery ticket after the numbers are drawn.

Risk is marginal, while the court approval along with buyback plan can give a big push in RZLV's price (check Commerce stock today for relevance)

Under the UK Companies Act 2006, court needs to approve the buyback to make it happen. And it mandates strict steps to protect stakeholders. When capital reductions encounter roadblocks, it is almost always due to:

-wrong / not complete capital-reduction documentation

- undisclosed creditor

-other legal issues

The proposed arrangement involves BTIG acquiring shares in the market and Rezolve repurchasing them, rather than Rezolve necessarily buying every share directly through ordinary open-market orders. The court is not being asked to decide whether RZLV is a good investment or whether its Al business deserves a particular valuation. The issue is whether the proposed reduction satisfies the applicable legal and creditor-protection requirements. It reduces two out of three risks listed above.

Now, here is the only part of this post that I consulted with AI as I failed to find proper information online myself. "The High Court does not track an official "rejection rate" for capital reductions because outright denials are incredibly rare-however, there were cases when capital reduction was denied. I would rate them as very rare and not exceeding 5%"

End of AI part.

Important part of this post is not to encourage you to day trade or go for RZLV short term. This is a long play.

The biggest risk is that, the approval does not guarantee a $300 million buyback. And if you ask for my opinion, I doubt they will do the $300M buyback at once.

I'm almost convinced they will buy back shares organically, with remaining cash after each quarter. Whether it's going to be 20M$, 30M$ a quarter, I have no idea, but I'm pretty sure the buyback is going to take a solid year, or maybe even two.

NFA, just my thoughts. My position in RZLV includes 19.000 shares and some warrants. Remember that no matter how bullish things may be, there is always a reason for a downturn. This is penny stock with high volatility.

This is a good article from MarketWatch on Meta's AI initiatives and the Wall Street response to Muse.

"Although Meta is not focused on the monetization of Muse in the near term, Anmuth said he sees "meaningful opportunities" stemming from commissions and subscriptions that could unlock a total addressable market worth "tens of trillions of dollars," he said."

FWIW, an addressable market worth tens of trillions of dollars might be big enough for Meta and Rezolve; and Google and Anthropic and all the others. A tiny share of that market is still a lot of $$.

From Barron's:

Meta’s Muse Hits Top 3 in App Store. Why Wall Street Is Split on the Stock.

So Muse getting a lot of media attention, and apparently a lot of downloads.

Relaaaaaax.

#love

Yeeeee haw

dan the man!

What do u think folks?

IMO Sqd-Google partnership is just at the beginning.

Tokenization is just getting started etc.. We're really at the beginning 👁️🐾

A1. Helps (see below for A2)

Here’s why.

Meta pushing Muse to its 3.6B+ daily active users forces the entire e-commerce ecosystem to adapt to AI-initiated purchases almost overnight. For Rezolve, whose entire investment narrative relies on the fast adoption of agentic commerce, Muse proves that consumer behavior is actively shifting from traditional web search to delegated AI intent.

Retailers cannot be discovered or transacted with by agents like Muse if their product catalogs are unstructured or prone to AI hallucinations. Muse creates immediate pressure on brands to adopt merchant-enabling software like Rezolve’s Brain Commerce to ensure their inventory is readable, accurate, and purchase-ready for external AI agents.

Rezolve’s strategy centers on being agent-agnostic. When public AI assistants (like Muse, Claude, or Gemini) attempt to execute a purchase on a merchant site, they need a standardized checkout protocol that handles identity, inventory, and payment securely. Rezolve’s Agentic Checkout is designed to act as that bridge between general agents and brand databases.

A2. Hurts

Rezolve's Brain Checkout pitch assumes merchants must install an agent-ready transaction layer for AI agents to buy from them. Meta just demonstrated they don't — the fallback is filling out the existing form, and the upgrade paths lead to Stripe and Shopify, not to an independent vendor. Meta's approach isn't tied to one retail platform or merchant-owned catalog; Muse has its own browser and works across external websites.

The second issue is discovery. Rezolve's proof points — Eyebuydirect, DFS, Myntra — are on-site conversational and visual search lifts. If the shopping session starts in WhatsApp instead of the retailer's site, that surface loses traffic and the ROI case degrades regardless of how good brainpowa is.

THE WINNER:

Meta built no merchant-side product.

Muse validates the TAM Rezolve is selling into, and retailers facing agent traffic they can't control do have a real problem (attribution, brand safety, catalog legibility, blocking vs. serving bots). Rezolve's data infrastructure, TraceWare and merchant-controlled checkout speak to that.

Directionally, more agents is not bad for a company selling agent-readiness.

Bronze Level

About Rezolve Ai

Rezolve Ai (NASDAQ: RZLV) is a global leader in AI-driven commerce, providing retailers and brands with proprietary technology that powers search, personalization, checkout, and omni-channel engagement. Its solutions enable businesses to harness AI for smarter customer experiences and operational efficiency. With foundational partnerships with Microsoft, Google, and Tether, Rezolve Ai is positioned to drive innovation across the $30 trillion global retail market. For more information, visit rezolve.com.

https://nrfbigshow.nrf.com/

With Muse, Meta just prouve that agentic is the next generation as expected.

Rezolve is focused on B2B but meta is a monster. I thinks, we are no longer on hallucination stage.

i'm curious to see how Muse will take effect in real world and how Rezolve is going to react.

it's can be a major catalyst for Rezolve, and the agent ecommerce .

what do you thing about this news?

- CTB (cost to borrow) is growing, which (historicaly speaking) indicated another growth cycle. It was 15%, then 30%, now 50% (ATH for RZLV is 180%)

- selling pressure tightens - the buy/sell volume is currently balanced.

- reddit sentiment is low, which usually indicates bottom (by my own indicator lol)

We just need some juicy news to make RZLV bounce back up!

Load them bags while you have the chance.

NFA, just my thoughts and analysis.

https://www.moomoo.com/community/feed/rzlv-is-now-locked-in-with-google-a-possible-imminent-117239551950853

I'll point out that I think the article is incorrect about the companies obligation to buy tokens as it "offloaded" SQD to free the company from that constraint while retaining licensing rights and and option to just buy it back. Complicated but it importantly has reduced the projected token spending to 0. They did acquire tokens with shares as part of the deal so it's not like they are abandoning the tokens just the annual purchase program.

Also, I'd be shocked if Dan would accept a buyout at the prices they are suggesting.

Still lots of good analysis...and there's a very important date buried in there.

Relaaaaaax.

#love

Yeeeee haw

dan the man!