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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 07 WATCH Michael Casey
Chairman of the Advanced AI Society
Casey highlights Hypercycle (where he is an advisor) as a network of independent nodes ("node factories") that allow AIs to exchange intelligence peer-to-peer securely. This represents a structural bet on the "Intelligence Economy," where the value lies in the secure transmission of data/inference between AI agents rather than just the LLM itself. WATCH. It is a specific play on the "internet of AI agents" thesis. Casey is an advisor (bias). The project is early-stage and competes with major centralized API ecosystems. Unchained (Chopping Block)
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