Michael Casey - Buzzberg

Date	Ticker	Direction	Thesis	Source
Feb 07, 2026	ZK PROOFS /STORAGE /DECENTRALIZED COMPUTE	LONG	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...
Feb 07, 2026	HYPERCYCLE	WATCH	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) What Do Jobs and Money Look Like in a Post-Hu...