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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 04 LONG The Host
Crypto Analyst/Commentator
Web2 AI is awash with "unsophisticated capital" (trillions of dollars), but AI Agents (autonomous bots) cannot easily open bank accounts or pass KYC to transact. Crypto/Stablecoins are the only viable "money of the internet" for AI agents. Therefore, the projects that build the rails for AI agents to hold wallets and transact on-chain will unlock the massive liquidity currently trapped in the Web2 AI bubble. LONG. This is described as the "last problem in crypto" and the only remaining sector with "1000x" potential, replacing the 2021 NFT/Alt-L1 mania. Technical failure to bridge the two sectors; regulatory crackdowns on un-KYC'd agent wallets. Thread Guy
The EVIL TRUTH Behind The Bitcoin Crash..