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.