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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 07 LONG Michael Casey
Chairman of the Advanced AI Society
Casey argues that as AI agents become autonomous, there will be a massive backlash demanding "Proof of Control." Corporations need to prove data sovereignty and that an agent is acting on their behalf. The technology stack that solves this is crypto-native: Zero-Knowledge Proofs (privacy/verification), Trusted Execution Environments (TEEs), and Decentralized Storage/Compute. These are not just "crypto" plays but essential "AI Compliance" infrastructure. LONG the infrastructure layer that bridges Crypto and AI (e.g., Filecoin, Render, Arweave, or ZK-focused protocols). Regulatory capture where governments mandate centralized, closed-source AI control systems instead of decentralized ones. Unchained (Chopping Block)
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