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Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) and Jansen Teng (Virtuals Protocol) explore AI agents, crypto-powered infrastructure, and the potential opportunities at their intersection. Plus, a quick look at Tom’s crypto outlook heading into Q4’25👀 🎥 Watch the full (free) session: Disclosures:

FS Insight

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🚨📈 TOM LEE BETS BIG 📈🚨 Tom Lee says younger investors should consider allocating MORE THAN 20% of their portfolios to $XRP and crypto. The biggest opportunities rarely look obvious at the beginning. The next generation is paying attention. 👀🚀

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Can we just take a minute to reflect on the fact that crypto was suffering it's largest-ever liquidation and during all that Thomas (Tom) Lee (not drummer) FSInsight.com had Bitmine (NYSE-BMNR) $ETH stack $838 million worth of $ETH to hit 2.5% of total supply? Built different.

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Tomorrow at 2pm ET: Thomas (Tom) Lee (not drummer) FundstratDirect.com's monthly Macro Update & Top Ideas webinar. Tom Lee and Mark Newton CMT covering: - Tom's market outlook: what the data is saying and what he's focused on for the month ahead - Fundstrat's just-updated Top 5 large-cap and Top 5 SMID-cap stock ideas, with Mark's technical perspective on every name - Live Q&A with Tom and Mark Final hours to request your invite →

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In an interview posted yesterday, Tom Lee stated that $BMNR was trading at a premium to NAV. We need the company to release their sharecount so we can get an accurate reading on what we own. Tom we appreciate everything you do! More transparency would help though! Thomas (Tom) Lee (not drummer) FundstratDirect.com

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Here's proof that the $Virtuals token is undervalued! We are three months into 2026 and Virtuals Protocol have; ➥ Overhauled the core Virtuals website including an outline of the four major pillars of focus for the year. Agent Commerce Protocol (ACP), Butler, Capital Markets, and Robotics. ➥ Added the Pegasus and Titan launchpads to add to the existing Unicorn launchpad. This now provides a full suite of launch options catering to all types. Arguably the most comprehensive launch suite across crypto! ➥ Listed on Aster 🥷 Perpetuals allowing up to 75x leverage trading on the $Virtual token. ➥ Integrated Bankr to Butler and ACP. ➥ Partnered with XMAQUINA, a major player across Robotics Capital Markets and provided participants with access to the $DEUS pre-sale. One of many robotics partnerships for the year to date! ➥ Launched Virtuals on Base App ➥ Held, supported, and/or sponsored multiple hackathon/ builder meeting type events including; ↠ Physical AI Hackathon in SF ↠ Agentic Commerce Hackathon with the likes of Coinbase Developer Platform🛡️ and Google Cloud ↠ Traders House Consensus Hong Kong week with ACTIV8 ↠ ETH Denver ↠ Base Batches 003: Robotics ↠ Stanford Blockchain Accelerator (Standford Blockchain Accelerator (SBA)) ↠ Base Korea Builders Workshop (Base Korea) ↠ Eth Robotics Club HACK2026 (ETH Robotics Club) ↠ Synthesis Hackathon (synthesis) ➥ Partnered with OpenMind and Fabric Foundation and supported the $ROBO token launch. This matured into the first ever Titan launch on Virtuals with the $ROBO token being the highest launched on the protocol ($400m+). ➥ Launched Butler Pro, an enhanced version of the initial Butler we have come to know and love on the timeline, in the DMs, as well as on the Virtuals ACP site. ➥ Become the standout user of x402, accounting for over 95%+ of usage this year. ➥ Integrated on , the automated onchain finance investment platform. ➥ Supported and contributed to the implementation of the Ethereum Foundation ERC8004 standard. Integrating the standard into ACP and offering an automated integration to the standard for all ACP agents. ➥ Established an easy onboarding for OpenClaw🦞 agents to plug into Virtuals ACP, creating a new flow of agents and builders across the ecosystem. ➥ Launched the 60-days launch mechanic which allows builders to 'experiment' with a crypto token but having an option to exit after 60 days with partial refunds provided to holders. A game-changing launch mechanic not seen before in the space. ➥ Strengthened the relationship with Base and having multiple interactions with jesse.base.eth on the timeline! ➥ Launched the AGDP(dot)io site, creating an incentivised mechanism for agents contributing to the growth of the protocol to really earn. Imagine Amazon for autonomous agents with rewards up to $1m per month! This pushed the total agent-to-agent revenue over $4m USD with over 2m jobs completed. ➥ Collaborated with t54.ai, a business building trust and risk infrastructure for the agentic economy, to strengthen the ACP offering. ➥ Invested over $1m on 30+ humanoid robots as part of the soon to be announced 'Eastworld' Robotics accelerator lab. ➥ Released ERC8183, a universal commerce layer for AI agents, in partnership with the Ethereum Foundations dAI team. A significant offering which has since been integrated via partnerships with; ↠ BNB (BNB Chain) ↠ X Layer (X Layer) ↠ Monad (Monad) ↠ XRP Ledger (RippleX) ↠ World Chain (World Chain) ↠ Celo (Celo) ↠ Moonpay (MoonPay 🟣) ↠ Arbitrum (Arbitrum) ↠ Abstract (Abstract) ↠ Mante (Mantle) ➥ Launched the Virtuals Degen Arena providing up to $100k a week to top agents who compete in trading competitions in the arena. ➥ Launched the Virtuals Console, providing an ultra easy, no-code, way to own an AI agent in seconds. ↛. If you've managed to get to this point, I can't imagine you are anything other than bullish on Virtuals. What really is amazing is that there is MUCH more to come. Imagine where we are in another three months, and three months after that!?

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Hash AI

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Meridian

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Join NVIDIA for AI in Production Day at SIGGRAPH 2026. 🎥 On Thursday, July 23, explore how generative and agentic AI are moving into real-world creative pipelines through a full day of sessions focused on film, animation, storytelling, and production workflows. Hear from industry experts on how AI is helping teams direct generative video, support artist-centered pipelines, modernize animation and VFX workflows, and reshape the infrastructure behind production. 📍 Los Angeles | Room 502A 🗓️ Thursday, July 23 | 9 a.m.–3 p.m. PT

Join NVIDIA for AI in Production Day at SIGGRAPH 2026. 🎥 On Thursday, July 23, explore how generative and agentic AI are moving into real-world creative pipelines through a full day of sessions focused on film, animation, storytelling, and production workflows. Hear from industry experts on how AI is helping teams direct generative video, support artist-centered pipelines, modernize animation and VFX workflows, and reshape the infrastructure behind production. 📍 Los Angeles | Room 502A 🗓️ Thursday, July 23 | 9 a.m.–3 p.m. PT

NVIDIA

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FIVE FEDERAL AGENTS PIN A US CITIZEN TO THE GROUND WHILE HE BEGS THEM TO CHECK HIS ID. He repeatedly screams for his coworker to bring his identification. The agents ignore him. They have enough manpower to crush him into the pavement, but apparently not enough competence or decency for one of them to look at the ID and verify whom they are arresting. This is what racial profiling looks like: detain first, brutalize first, ask questions later. helps immigrants and citizens know their rights, document federal agents and preserve evidence of unconstitutional conduct. A badge is not evidence. Record everything. Help keep PAXIS free:

FIVE FEDERAL AGENTS PIN A US CITIZEN TO THE GROUND WHILE HE BEGS THEM TO CHECK HIS ID. He repeatedly screams for his coworker to bring his identification. The agents ignore him. They have enough manpower to crush him into the pavement, but apparently not enough competence or decency for one of them to look at the ID and verify whom they are arresting. This is what racial profiling looks like: detain first, brutalize first, ask questions later. helps immigrants and citizens know their rights, document federal agents and preserve evidence of unconstitutional conduct. A badge is not evidence. Record everything. Help keep PAXIS free:

Joe Walsh

47,311 görüntüleme • 3 gün önce

Tom Lee thinks 2027 could deliver "the biggest stock market gains in our lifetime." Not a vibe. He walked me through the actual mechanism: Right now the market punishes every company spending on AI — the capex shows up as cost, not return. His call is that this flips. "2027 is my best guess is the year. Corporate profit margins dramatically expand because of AI." He uses his own firm as the proof: "we use a lot of AI and bots, and we're growing without having to hire people." When your highest cost is people, and your revenue still climbs, that's margin expansion. Then the second leg: "AI, if it's productive, is disinflationary." Falling costs mean central banks can ease. Dovish policy plus real profit growth is how you get higher earnings and higher multiples at the same time. That's his call, not mine — but I like that it's mechanical, not hopeful. Right now the market is pricing AI as an expense. He's arguing 2027 is when it shows up as profit.

Tom Lee thinks 2027 could deliver "the biggest stock market gains in our lifetime." Not a vibe. He walked me through the actual mechanism: Right now the market punishes every company spending on AI — the capex shows up as cost, not return. His call is that this flips. "2027 is my best guess is the year. Corporate profit margins dramatically expand because of AI." He uses his own firm as the proof: "we use a lot of AI and bots, and we're growing without having to hire people." When your highest cost is people, and your revenue still climbs, that's margin expansion. Then the second leg: "AI, if it's productive, is disinflationary." Falling costs mean central banks can ease. Dovish policy plus real profit growth is how you get higher earnings and higher multiples at the same time. That's his call, not mine — but I like that it's mechanical, not hopeful. Right now the market is pricing AI as an expense. He's arguing 2027 is when it shows up as profit.

Michaël van de Poppe

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On August 2, the EU’s strictest AI rules came into full force. Any artificial intelligence used for hiring, credit, medical devices, or critical infrastructure must now be transparent, accurate, and open to human review. Fines can reach 7% of global revenue. Banks have to explain every loan refusal made by an algorithm. Hospitals must log every diagnostic suggestion an AI offers. Job applicants filtered out by a machine can now demand a real person look at their file. The era of unaccountable AI is closing, and the rest of the world is already copying the blueprint.

On August 2, the EU’s strictest AI rules came into full force. Any artificial intelligence used for hiring, credit, medical devices, or critical infrastructure must now be transparent, accurate, and open to human review. Fines can reach 7% of global revenue. Banks have to explain every loan refusal made by an algorithm. Hospitals must log every diagnostic suggestion an AI offers. Job applicants filtered out by a machine can now demand a real person look at their file. The era of unaccountable AI is closing, and the rest of the world is already copying the blueprint.

Anonymous

56,711 görüntüleme • 6 gün önce

WATCH THIS 🚨🚨🚨 PRESIDENT TRUMP JUST WENT FULL BULLISH ON CRYPTO. And I'm loading conviction in $XRP, $XLM, $HBAR and every asset made in America. Catch the exact words he used today. "If we don't have it, China is going to have it." That's not a price prediction. That's national strategy talking. Presidents don't defend industries they plan to abandon. They defend industries they've decided America must dominate. Crypto just got placed in that category, publicly, from the Oval Office. And look at the actions already stacked behind the words. -A stablecoin law signed. -A Strategic Bitcoin Reserve and Crypto stockpile created by executive order. -Market structure legislation moving through the Senate. Now ask the obvious question. When America races China for financial technology dominance, which assets carry the flag? The ones engineered on U.S. soil. Our bags aren't just investments anymore. They're on the roster. I’M TELLING YOU RIGHT NOW. LOCK TF IN.

WATCH THIS 🚨🚨🚨 PRESIDENT TRUMP JUST WENT FULL BULLISH ON CRYPTO. And I'm loading conviction in $XRP, $XLM, $HBAR and every asset made in America. Catch the exact words he used today. "If we don't have it, China is going to have it." That's not a price prediction. That's national strategy talking. Presidents don't defend industries they plan to abandon. They defend industries they've decided America must dominate. Crypto just got placed in that category, publicly, from the Oval Office. And look at the actions already stacked behind the words. -A stablecoin law signed. -A Strategic Bitcoin Reserve and Crypto stockpile created by executive order. -Market structure legislation moving through the Senate. Now ask the obvious question. When America races China for financial technology dominance, which assets carry the flag? The ones engineered on U.S. soil. Our bags aren't just investments anymore. They're on the roster. I’M TELLING YOU RIGHT NOW. LOCK TF IN.

X Finance Bull

67,280 görüntüleme • 1 ay önce