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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 LONG Katherine Wu
Host / Starkware
Physical attacks on crypto holders (kidnappings, home invasions) have risen 75% year-over-year. Criminals are using public ledger data to target individuals in the real world. The transparency of public blockchains, once a feature, is becoming a physical liability for high-net-worth individuals. This creates a non-speculative, safety-driven demand for privacy technologies (specifically Zero-Knowledge Proofs) that allow value transfer without exposing net worth to local criminals. Long Privacy Infrastructure and ZK-rollups (like Starknet) as they transition from "regulatory evasion tools" to "personal safety necessities." Regulatory bodies may conflate personal privacy tools with money laundering facilitation despite the safety argument. Unchained (Chopping Block)
Crypto Power, Political Pressure, and Real-Wo...
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)
What Do Jobs and Money Look Like in a Post-Hu...