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Jan 31
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LONG
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Luca Netz
CEO of Pudgy Penguins
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"It's way more advantageous to go bid a AI [stock] on Tradfi that's building some sort of silicon wafer... than it is [crypto assets]." The "Crypto x AI" intersection is currently vaporware/narrative only. The *real* value accrual is happening in the physical infrastructure (chips/wafers) required to run the models that everyone is using (Claude/OpenAI). Until crypto offers a tangible utility to AI, capital flows will remain in TradFi hardware. LONG AI Hardware/Semiconductors (e.g., NVDA/TSM - implied). Sector rotation out of tech if AI monetization stalls. |
Unchained (Chopping Block)
How Ethereum May Have One-Upped Bitcoin in On...
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