Video yükleniyor...
Video Yüklenemedi
This week Jordi Visser breaks down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails. We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi... show more
202,334 görüntüleme • 9 gün önce •via X (Twitter)
27 Yorum
@jvisserlabs agree, ai agents need crypto rails to make transactions i use @liquidtrading, and the best part for me is @coinvestai. it allows me to research the market and place orders from the same chat
@jvisserlabs This is what Individual Artificial Intelligence (IAI) will look like in five years.
Yes, AI is going to need a persistent, stateful automation layer. Intelligence can decide what should happen. But autonomous systems still need infrastructure that can continuously observe events, preserve state across time, evaluate deterministic conditions, and execute when those conditions are met. AI thinks. Persistent automation watches, remembers, evaluates, and acts. That’s exactly what Reactive Network has been building.
Agents need a credential that can only ever narrow, not an account. HTTP 402 already answers that way: WWW-Authenticate: L402 macaroon="M", invoice="<bolt11>". The macaroon's identifier commits to the invoice's payment hash, so the server checks H == sha256(preimage) with no lookup and no user table. Caveats only reduce authority.
@jvisserlabs Looking forward to this one. Jordi's take on rates makes sense to me, whatever rates do the AI power buildout keeps showing up in the guidance. Curious what he means by the Micron moment.
@jvisserlabs Watching this great discussion.
@jvisserlabs I think Jordi is setting himself up for disappointment. The Agent/Bitcoin story doesn't hit until around 2030. His right but he's to early.
@jvisserlabs The "crypto rails for AI agents" part is the real story. Agents can't wait three business days for a bank to wake up. Settlement has to be as boring and instant as a card tap.
@jvisserlabs if the macro doomers are wrong AND wall street has crypto fomo, i'm starting to think the macro take is just vibes with better lighting.
@jvisserlabs Wall Street's crypto FOMO is kind of hilarious considering how hard they trashed it a few years ago. Guess the money train’s moving too fast to ignore. Think this is a real shift or just another round of hype?
@jvisserlabs I love this guy man haha
@jvisserlabs If LLM scaling slows down, will that bottleneck platforms like Doitong AI that chain workflows across 30+ AI models, or does the value shift to orchestrating existing tools?
@jvisserlabs Love this take
@jvisserlabs this is fire, jv is always dropping gems.
@jvisserlabs After Jordi’s hedge fund disaster he is strictly selling content. I’m not buying. There is NO magic formula behind the paywall. Just take the free content and move on.
@jvisserlabs wall street fomo was always a lagging indicator not a leading one
@jvisserlabs Wall Street's growing crypto interest lands while the rates debate is still wide open. As long as governments keep borrowing heavily and money creation stays in the picture, Bitcoin will keep coming up as a hedge against currency debasement.
@jvisserlabs Micron momentis huge move
@jvisserlabs The AI agents + crypto rails thesis is the part that really stands out. If agents become economic actors, they’ll need native ways to transact. That could be huge. 🤖⚡
@jvisserlabs 😁😁😁
@jvisserlabs Personal AI agents need crypto rails lmao. My CoinStats already tracks my bad decisions, guess it's upgrading to make them for me now. Great.
@jvisserlabs 🦾
@jvisserlabs You've set it up nicely for folks to feel good about what's ahead this coming quarter!
@jvisserlabs $Near being mentioned
@jvisserlabs the micron moment thing is so real, feels like we're finally waking up to what's next
@jvisserlabs do personal AI agents actually need crypto rails, or are we forcing the bags into the pitch again? 🐸
Pomp, visser has elevated your brand. Dude is insane in terms of articulation, being based, and exuding experienced. Pls keep shipping with this content. I’m 99 percent sure he’s correct with his predictions and the bullishness is only making our space grow. We’re experiencing the singularity, and Visser is on the right side of history. Excellent interview. Keep up the quality content.
