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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 11
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LONG
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Katrina Paglia
Chief Legal Officer, Pantera Capital
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When asked for the *one* area startups are looking to disrupt, Paglia highlights the intersection of AI and Blockchain: "AI is really interesting from a blockchain perspective because you have the transparency... we're starting to see projects really focus on the combination." As AI models become opaque black boxes, blockchain provides the necessary audit trail and data provenance. This convergence is the next venture capital "hot zone," implying capital inflows into protocols building this infrastructure despite the broader market downturn. Long the AI/Crypto intersection as it receives the bulk of remaining VC dry powder. High valuation bubbles in AI-specific tokens; technical challenges in scaling on-chain compute. |
Bloomberg Markets
Crypto Crashes Rattle Venture Capitalists
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Feb 04
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LONG
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The Host
Crypto Analyst/Commentator
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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..
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