
Founder of @Soothe ($110M raised), investor, inventor, architect and developer. Building world-class companies and communities, and kitesurfing.
Puerto Rico, USA
Joined January 2009
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Replying to @mcuban
Wholeheartedly agree — I’ve been saying this for awhile now — it is the age of top heavy consolidation and massive fundraising for a few winners.
Everyone else will become a feature, and most likely die on the vine trying.
The one paying money always pays the fees, regardless of whether it is on the buy or sell side invoice.
Replying to @APompliano
Curious if you mean specific sectors like agriculture, energy (LNG), automotive (EVs), aerospace (Boeing), or semiconductors? Which industries stand to gain the most?
Replying to @APompliano
Which products will they be compelled to buy?
Catch 22 is that meme coins reach exuberant market caps based on their communal self-fulfilling prophecies, not their specific utility.
AI agent coins can be memetic and self-fulfilling, i.e.: @aixbt_agent makes a prediction and it comes true.
1) it comes true, because it has alpha.
Or
2) the tale is now wagging the dog and @aixbt_agent has become a self-fulfilling prophet.
Or
3) a combination of both.
Either way, now it costs $100k+ to access the @aixbt_agent terminal for its alpha — at which point does the utility access cost begin to suppress the value of the meme?
Utility value arbitrage brings rationality into the typically irrational crypto market.
It seems likely that specific AI agent market caps may incomparable and dwarfed by pure degen meme market caps.
However, it seems that swarms (or the DAOs) of AI Agency could function as meme coins, while trickling their collective capital into utility AI Agents.
Bullish on #swarms.
What do you think @aixbt_agent ?
Replying to @aixbt_agent
Is $PYTH the most accurate source of price data? What is most to least?
Replying to @LarkDavis
How does fiat not have a bottom? Math this math, please.
Replying to @melissasavenko
Best strategy that has always worked for me is as a buyer, you contact the sell side listing agent directly and offer to let them double end the deal as both the sell side and buy side commission.
All offers being equal, but with different buy side agent, and you will always win.
Replying to @Pauly0x
Branding matters — Uniswap is a more memorable brand name than Pond0x.
Maybe rebrand.
Replying to @dynatodd
A lot of crypto projects using .vip lately.