just connecting the dots between ai, crypto and what's coming next. sharing what i find along the way
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Joined February 2020
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It was a pleasure speaking with you @TeamKhabib - at the Bitcoin Conference in Las Vegas.
We’ve been working with Khabib for 4 years and are proud to have him as an ambassador for @gomining.
Khabib Nurmagomedov (@TeamKhabib) just stopped by the GoMining booth at #Bitcoin2025 — The Eagle is in the building 🦅
We talked Bitcoin, and what drew him to GoMining’s mission.
#GoWithBitcoin
Everyone is looking for the next Nvidia.
But AI has a much less glamorous bottleneck: raw materials.
More data centers → more copper.
More robots → more metals.
More power infrastructure → more demand for physical resources.
Software can scale incredibly fast. Mining supply takes years to expand.
Worth paying attention to who supplies the AI boom, not just who builds the models.
many teams automate content production before figuring out which content actually brings customers.
so let's say you're publishing 20 posts/week and only 3 generate leads.
AI can help you publish 100.
but spending that same time improving the 3 that work could bring much better results.
more content is easy now. trying to focus now more on knowing exactly what deserves attention
AI agents are gonna need a way to pay each other.
Think about it.
Millions of bots buying data, using APIs, paying for services 24/7.
Having each one open a bank account makes zero sense...
Stablecoins could solve a big part of this: fast payments, global access, programmable transfers!!
AI agents might end up being one of crypto's biggest use cases in upcoming years 👀
90%+ of the AI use cases are automating work that probably shouldn't exist.
companies are using AI to send more emails, produce more content, generate more reports etc..
but if those tasks weren't producing results before, doing them 10x faster changes very little.
before automating anything, check whether it's worth doing at all.
meta just quietly built a little humanoid robot prototype w/ a chinese company in only 3 months
like… 5 feet tall, light, can pick up small stuff, and they already have a second version coming
→ zuck is not just doing ai chatbots anymore, they’re trying to put the same brain into a body that can actually do stuff around the house
would you actually want a meta robot in your house or does that feel weird?
Meta $META has built a humanoid robot prototype with China's Fourier for its home-robot push, per The Information.
The roughly 106-pound robot, known internally as Max, took just three months to build. A second version is already in the works, with no launch target set.
anthropic openai and elon all said “we should slow down” like a month ago bc the risks are getting real
then they all just kept shipping bigger better models anyway..
Anthropic, OpenAI, Google and SpaceX have all launched new, more capable AI models since CEOs Dario Amodei, Elon Musk and Sam Altman publicly agreed to decelerate their companies to protect society from harm. wapo.st/4zm4wxs
Morgan Stanley estimates that cloud and AI infrastructure companies will spend $1.58T in 2027.
The money doesn’t all go to Nvidia.
It flows through the whole chain:
AI chips → servers → networking → data centres → power → storage
That’s the investment takeaway: AI demand could create sales for a lot of suppliers, including companies most people don’t associate with AI.
The winners will be the suppliers that turn this spending into real revenue and margins.
GPU rental prices are climbing fast this year:
H200: +160%
B200: +120%
RTX PRO 6000: +65%
H100: +35%
Even the six-year-old A100 rents for more than it did in January.
AI demand is still outrunning available computing capacity. That could support revenue for companies supplying GPUs, data centres, power and cloud capacity.
But rising rental prices alone don’t make a stock a buy. Watch whether providers can add capacity profitably, and whether demand stays strong enough to keep those prices up.
anthropic might file the public papers for their ipo as early as tomorrow
→ they made a ton of revenue but also lost a ridiculous amount (mostly on paper from how they value stuff), so the question is does the market still pay the big valuation or do people start saying “wait a second”
are you buying if it actually happens, or do you think the whole thing is still way too expensive?
Yann Token 🥷🏽 retweeted
REA is most dangerous thing on the internet right now...
It lets your AI agent reverse engineer any app, down to the binary
If you use it correctly, you can rebuild any feature you pay for, for FREE
In this article, I show you how:
$16.8 billion.
One quarter.
Anthropic just showed the number that makes $2T real.
Everyone else is still talking about whether agents can be controlled.
Buuuut they already collected the money
LATEST: Anthropic just posted $16.8 BILLION in Q3 revenue, up about 46% in a single quarter 🚀
It's already profitable on an adjusted basis, and its IPO, reportedly targeting a $2 TRILLION valuation, could come right after the November midterms.
The biggest IPO in history could be right around the corner.
Most voice AI dies the second a real customer gets mad.
Grok Voice 3.0 is already handling Starlink support calls and living inside Teslas. not demos. actual pissed people and cars with background noise.
that’s the test that usually kills these things. if it holds up there, the “voice agents are still a gimmick” take is dead.
someone tried to bug OpenAI and the company basically used its own AI to help catch them.
insider threats are real when the stuff you’re protecting is worth billions, and having models that can help reverse-engineer a device and point to a person changes the risk math.
We discovered a sophisticated recording device that was hidden inside one of our offices. We used our models to understand the device and where it had come from, identifying that a specific employee had planted it a few days earlier. We referred the matter to the FBI, and we’re grateful to the agents and prosecutors who moved quickly to make an arrest. The FBI’s investigation is ongoing and we will continue to support their work.
At this time, we have no indications of this individual inappropriately accessing or exfiltrating model weights, source code, or customer data. The employee was terminated.
We take protecting our technology, data, and people seriously, and as a matter of national importance. Our security program is designed to protect against a wide range of threat actors, from insider risks to cybercriminals to nation states, and this case is an example of how AI can help address these sophisticated security threats.
ufff so Interactive Brokers adding $ETH staking is lowkey bigger than another exchange listing tbh
they already have millions of regular accounts. now those people can earn on ETH without ever touching a crypto app or worrying about unbonding.
if other brokers copy this the on-ramp stops being “go to coinbase” and starts being “it’s already in your brokerage.”
Most tokenization so far has been crypto guys wrapping existing stuff.
$FHI is flipping it. Big traditional manager issuing the shares itself and pushing them through ordinary brokers.
If this works, a lot of the “RWA is coming” talk finally has a real distribution path.
Federated Hermes ( $FHI ) reportedly plans an early-2027 launch of tokenized fund shares with Prometheum, distributed through traditional brokers and financial advisers.
