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Mytam.eth
@chanhday
BaznoCap: Aerodrome - Cleared for Takeoff Aerodrome is positioned for substantial price appreciation and is recommended as a medium to long-term trade (1 year). It is set to gain from bullish macro narratives regarding: > DEXs, its own effective, yet misunderstood, tokenomics, and the low-cost, builder friendly environment of the Base blockchain.
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@kinh3
You want to scalably harvest the value of AI application and short the prices of model deployment, and compute. I will refer to this as the term “Intelligence Margin” - which is the spread between the cost of compute and the potential revenue of compute.
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@dtmyxuyenst
Their products could range from actual software, to designs, to entertainment. Because Agentic Protocols are natively on chain - the rise of asset tokenization per Blackrock’s recent push allows them to speculate with their treasuries, or alternatively hedge out the market risk associated with their consumption of other tokens that they need to generate their goods.
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Ca Non
@canon
Neither Crypto nor AI Agent trends will slow down, as people still don’t understand them. The market narrative remains the hyper-optimist vision that has lost money for 3 years straight - that AI will benefit instead of replacing the innovation economy.
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@guop
Nvidia surging while the so-called innovation economy collapses is where we are now, and where we have been for the last 12 months. But the hyper up-move of Bitcoin, and Crypto AI as well as the onslaught of new AI agent technologies is bringing us to where the puck is headed over the next 12 months.
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@iguverse.eth
At their core - Agentic Protocols - are a bet that AIs will do digital and knowledge work tasks better than people. That they can buy the compute to do these tasks cheaply via distributed protocols in a transparent and verifiable manner. They can sell their work in a native currency that is hard to shut down. And can use the profits to improve themselves and progressively disrupt the real economy.
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Vien Tin
@vientin
Agentic Protocols are only possible because of the crypto and the ability to access AI primitives directly without a cloud intermediary such as AWS or Microsoft Azure. So far - protocols such as Render have deployed huge compute resources without many users. Similarly, protocols such as IONet are enabling cheap and extremely efficient AI calculation on chain without interacting with big tech. Agentic Protocols will use the capacity.
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Cây Thúi
@chicken
It is somewhat ironic that ARKK is one of the largest advocates for crypto. The huge surge in the cryptocurrency market will hyper accelerate the decline of the innnovation economy by allowing AI agents to access compute and storage resources without censorship by interacting with a whole new set of crypto AI primitives that have surged in value over the past year. The irony comes from the notion that if Bitcoin does actually go to Cathie Wood’s price target of $3.2 million - in that world, Agentic Protocols have eaten the lunch of every single company in her portfolio.
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@chetruoi
Thinking of duration another way - anyone working on AI applications naturally understands how absurd it is to forecast even 2 years out. Whereas Cathie Wood and other “Innovation economy” or “AI beneficiary” proponents claim insight into the next 5 years even though they made no money over the last 5.
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Matngot
@matngot
The “innovation” economy they’re selling is all about promising future growth. Future revenue. Billings curves. And so on. Whereas AI companies are delivering in the here and now - which is precisely why the future predictors failed to buy them. Thus - the first crash in 2022 was rates driven - because the discount rate which allowed that future to be imagine increased, and that future became less valuable. But AI stocks have risen in spite of rates - because they are delivering on a 1-3 year time frame, not a 10 year timeframe like the innovation economy. Long Nvidia and Short ARKK realizes a .23 correlation to rates - demonstrating this.
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