+First time on the top traders desk?
The desk runs its own numbers and publishes its calls next to the account that trades them. The short route:
AI × Crypto
Where AI and crypto actually meet — agent payment rails, the margin map from frontier labs to compute, and the model race. The desk trades the overlap, not the hype.
AI agents will pay each other — who captures the value?
Raoul Pal's onchain-machine-economy thesis, and the pushback that public tokens may not capture any of it.
Travis Kalanick's Atoms: is 'Industrial AI' investable?
a16z is backing Kalanick's Atoms — robots for food, mining and transport. A real new category, or a founder-premium bet? Bull and bear.
The $57k robot teacher: is physical AI finally as cheap as a person?
A NY school bought a $57k humanoid teacher, cheaper than a salary. Cost-parity milestone, or price theater around a seated bot? For and against.
A FINRA for AI? Hassabis vs Armstrong
DeepMind's Hassabis wants a FINRA-style body to review frontier AI before release. Armstrong calls it the dual-regulation trap. For and against.
Half the internet is fake. What’s your clout worth now?
Bots passed 51% of traffic, $180B of ads will hit ghosts — and the rebuild of the internet's ego layer is the trade.
Who is the $36B AI founder nobody's ever seen?
$36B on a $50B company vs $8B on a $965B one — Bloomberg's AI rich list is an ownership lesson, not a scoreboard.
🇨🇳 China AI vs. 🇺🇸 USA AI
The model layer is commoditising — and the geo-block we flagged is arriving from both sides.
The ASI transition: naive, or naive squared?
Vitalik refuses both camps on superintelligence — and the refusal points at the one trade that pays in either world.
Do AI margins move from the labs to the infra?
Gavin Baker says cheaper models push margin dollars from the frontier labs to compute. The bull case, the rebuttals, and the call.
AI agents beat the 60/40 — in a backtest. Does it matter?
JPMorgan says its AI allocators beat 60/40 over 20-year backtests. Overfit demo or structural shift — the debate, for and against.
1X just shipped the hands — "an API to the physical world"
25 DoF, tendon-driven, force-transparent, tactile skin that feels slip. 10,000 hands in 2026 — and why the hand, not the brain, was the humanoid bottleneck.
Is physical AI investable?
Yes — but not by betting on a humanoid. The framework for the robotics supply chain, unit economics and where value accrues.
Why AI agents need crypto rails
Autonomous software needs a wallet, permissionless payments and instant settlement. Crypto is the only financial system built for non-human actors.
Related
Everything on this topic
- AI agents will pay each other — who captures the value?
- Travis Kalanick's Atoms: is 'Industrial AI' investable?
- The $57k robot teacher: is physical AI finally as cheap as a person?
- A FINRA for AI? Hassabis vs Armstrong
- Half the internet is fake. What’s your clout worth now?
- Who is the $36B AI founder nobody's ever seen?
- 🇨🇳 China AI vs. 🇺🇸 USA AI
- The ASI transition: naive, or naive squared?
- Do AI margins move from the labs to the infra?
- AI agents beat the 60/40 — in a backtest. Does it matter?
- 1X just shipped the hands — "an API to the physical world"
- Is physical AI investable?
- Why AI agents need crypto rails