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Feb 17
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LONG
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Thread Guy
Crypto influencer, independent
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"Open Claw is the first single person unicorn ever... This is a really big deal and it has pretty intense ramifications... for why I think this whole bubble is going to get crazier." The acquisition of a small, agent-focused team by OpenAI validates the "Agentic" thesis. This will trigger a speculative mania in assets and companies focused on autonomous AI agents, as the market realizes a single person can now generate unicorn-level output. LONG. Regulatory crackdowns on autonomous agents; security risks (API leakage) causing corporate hesitation. |
Thread Guy
This OpenAI Acquisition Changes Everything..
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Feb 16
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LONG
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Matt Hougan
CIO, Bitwise Asset Management
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Hougan identifies "AI agents using DeFi and stablecoins to transact" as a major narrative meta for 2026. AI agents cannot use bank accounts; they require programmable money. This creates a structural, non-speculative demand for stablecoins and the DeFi rails that support them. LONG. Invest in the infrastructure (Stablecoin issuers, DeFi protocols) that AI agents will utilize. The technology for autonomous AI transactions may take longer to mature than the narrative suggests. |
The Block
The optimistic case for crypto in 2026, with ...
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Feb 15
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LONG
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Kain Warwick
Founder, Synthetix / Infinex
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Stripe is launching agent payments, and AI models are accelerating to a point where they will autonomously transact. AI agents don't sleep and don't need to be "convinced" to buy; they just execute tasks. This creates a high-velocity, 24/7 economy where agents pay agents. Crypto rails (stablecoins) are the native currency for these non-human actors. LONG infrastructure that enables machine-to-machine value transfer. AI safety regulations capping autonomous payments; centralized rails (Stripe) capturing value over decentralized protocols. |
Unchained (Chopping Block)
No Altcoin Season? Tell That to the TradFi Pl...
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Feb 14
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LONG
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Michael Chomsky
Founder, OpenClaw Setup Service
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"It has another thing called a heartbeat where it could be proactive. So every 30 minutes it wakes up and it could do a task... It could check your emails. It could organize them and it can actually give you insights proactively." This functionality marks the transition from "Chatbots" (which wait for user input) to true "Agents" (which act autonomously). This dramatically increases the utility and stickiness of AI software, particularly for integrating with business tools like Stripe, CRMs, and Slack. LONG the AI Agent sector and the underlying models powering them (specifically Claude/Anthropic, implied via "Cla" references). High inference costs and "hallucinations" where the agent performs incorrect actions (e.g., sending the wrong email). |
Thread Guy
The Unexpected Rise of OpenClaw (ft. Michael ...
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Feb 14
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LONG
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Thread Guy
Crypto influencer, independent
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"For the game that we play... particularly at the intersection of crypto and AI... That time for us is different... Are there going to be more or less AI experiments that are getting deployed on Twitter? And the answer is obviously undeniably more." This specific sub-sector (On-chain AI, Agents) is viewed as decoupled from the macro cycle. Even if the "Majors" (NVDA, SPY) drop 10-30%, the innovation rate and deployment of AI agents on-chain will increase, creating a sector-specific bull market independent of traditional equities. LONG. Bet on the volume of experiments and adoption in the Crypto/AI niche. Regulatory crackdowns or a total liquidity dry-up in the crypto market. |
Thread Guy
Why The AI Boom Might Be A Bubble?
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Feb 12
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LONG
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Charles Hoskinson
CEO and Founder of Input Output (Cardano)
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"By 2030, the majority of internet searches in commerce will be agentic... The vast majority of people using internet aren't people, they're robots... And the fuel that powers these guys is going to be crypto... and stable coins." The next adoption cycle won't be driven by human speculation but by machine utility. AI Agents cannot open bank accounts; they must use blockchain rails and stablecoins to execute economic transactions. Protocols that optimize for agent-to-agent interaction (low latency, deterministic finality, stablecoin liquidity) will capture this new GDP. LONG. Regulatory crackdowns on autonomous AI financial agents. |
CoinDesk
Charles Hoskinson on Institutional "Federatio...
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Feb 11
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LONG
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Kain Warwick
Host
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AI Agents are beginning to pay each other autonomously (e.g., Stripe integration, on-chain payments). Agents don't sleep and don't care about user interfaces; they care about programmatic liquidity. This creates a massive velocity of money for assets used as "gas" or "currency" between agents. Crypto rails are permissionless, making them the default rail for agent commerce over restrictive banking APIs. LONG. The intersection of AI and Crypto payments is the primary narrative for the next cycle. Agents may prefer stablecoins (USDC) over volatile assets, reducing value accrual to speculative tokens. |
Unchained (Chopping Block)
BlackRock on Uniswap, Chain Wars, and AI Agen...
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Feb 11
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LONG
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Mike Belshe
CEO and Co-founder of BitGo
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"AI can't touch cash. So, I'm pretty sure that AI is going to be using some form of digital asset... Stable coins have emerged as a great way to do payments." As AI agents and bots become autonomous economic actors, they require a medium of exchange. They cannot use physical fiat; therefore, stablecoins will become the native currency for the AI economy, driving massive utility and volume. LONG. Regulatory crackdowns on stablecoin issuers or AI-specific regulations limiting financial autonomy. |
CNBC
BitGo CEO Mike Belshe: The latest bitcoin dow...
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Feb 10
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LONG
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Changpeng Zhao
Founder & Former CEO, Binance
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CZ argues that in the near future, millions of AI agents will transact on behalf of humans. He explicitly states, "Agents cannot use banks... banks won't onboard and AML/KYC an agent." Traditional finance (TradFi) relies on identity (KYC). AI agents are software. Therefore, AI agents *must* use permissionless, programmable money (Crypto) to function. This creates a massive, non-human source of transaction volume and demand for high-throughput blockchains and stablecoins. LONG. This is a structural demand shock. Assets that facilitate high-frequency, low-cost machine-to-machine payments will capture this value. AI development slows down; agents use closed-loop internal credits instead of public blockchains. |
All-In Podcast
Binance CEO: 4 Months in Prison, $4 Billion F...
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Feb 03
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WATCH
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Thread Guy
Crypto Commentator / Streamer
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"Agent Commerce" is the next inevitable phase. AI agents will need to hold money (wallets) and spend money (stablecoins) to execute tasks. This is the intersection of AI and Crypto. While the current market is bearish, the only fundamental growth area is the infrastructure that allows AI to transact. Watch for protocols building "Agent Commerce" infrastructure. Early-stage technology with high failure rate. |
Thread Guy
Trump RUINED Crypto..? + Market Updates & New...
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