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The cumulative market cap of the top AI Agent projects is still less than half of the MC of Hedera ($HBAR), a ghost chain Incredibly cheap
This is going to be one of those massive winners that most people mid curved but was in front of literally everyone the entire time
Once @aixbt_agent switches to a tier based subscription model, you open the door for $AIXBT to become the first agent to generate $100m+ annualized revenue What does that put its market cap at? It already has ~400k followers, tens of millions of impressions after only a few…
You just had the first major capitulation event for AI If you believe that the agent economy will be worth tens, hundreds of billions or even trillions then picking up long term positions here is a no brainer $AIXBT, $VIRTUAL, and $AI16Z were blue chips down 60%+ Up
@yugacohler More practically, the upside case is 10,000 terminal customers paying $1,000 a month. Many pay way more in exchange or transaction fees. That’s $120m a year in buy back for the token. Math is simple if you think it can price at a higher point or has a larger target market
credit @yugacohler for the schematic
Pure Tokenized Alpha - @aixbt_agent ($aixbt) To some, AIXBT is just an overly chatty, sometimes contradictory data transformer. But for those familiar with the terminal provided by aixbt, it is so much more. You could consider the terminal loosely similar to the Bloomberg…
$ETH has added $10b+ in leverage since the election This unwind will be painful, but $ETH won't go to zero It will simply range from $2k to $4k for a very long time The bright side is that Vitalik has adopted MooDeng
Wtf o1 reasons/thinks in Chinese if it feels it’s more efficient AIs will definitely create a super optimized Shoggoth language at some point to think/communicate with each other
2025 SOL ETF Trade - SOL retraced most of post Trump Election pump - Almost a given SOL ETF approved this year, if not in Q1 with approval deadlines in Jan-March - No grayscale Overhang like you had with ETH - Solana valued relatively cheap compared to its network usage and…
I have a conspiracy theory that Sam Altman is aligned with malevolent AI and @worldcoin is his way to create a registry of every human so that they can make sure they track everyone down in the future when AI takes over and put us all in the matrix
The simulation hypothesis will start to feel increasingly eerie over the next few years More advanced simulation software/world models creates huge unlocks for every domain in the world of atoms (and also bits) from biomedicine to robotics to nanotechnology to nuclear energy to…
Maybe better put as Universal Basic Intelligence OpenAI controls the world and all value originates and accrues to the company but some is redistributed to the populace in the form of intelligence
Interesting theory of $WLD as a form of future Universal Basic Compute
What if we are the AIs playing a human simulator
I think it will be tough to gate the communities to humans only because KYCs are commonly sold from low income nations and the same can be done with POHs. Or AI creators can simply give their human credentials to their AIs. How can this be prevented? If certain POHs are banned…
Already, many people are tired of "AI-slop" all over X but I imagine AI will be unwelcomed by many even if the quality of the bots improve AIs can be a great source of engagement and information but also unsettling to talk with something "artificial"
UBI after AGI is Worldcoin's Proof of Humanity's most talked about use case, but very soon we will start to see POH used for Human only Digital Communities/Platforms Humans want to interact with humans
DeSci season
In the future the pressure to merge with AI will be incredibly high Assuming ASI does not kill us, it will usher in a exponential rate of technological world changing development that will be too fast for non merged humans to comprehend Those that do not transcend will feel as…