AI Macro Narratives Meet Crypto Rail

Oct 26, 2026

Delphi Digital Why OpenAI Should Be Scared of Open Source

• Tarun Chitra The useful inheritance from crypto is resource-conscious engineering, with token-first projects supplying the cautionary history. Tarun credits Chinese model companies with choosing better optimizations than decentralized-training teams, prompting pivots in 2024–2025. …

Oct 21, 2026

168X 168X in Conversation with Jason Kam: Crypto & AI—How to Read This Cycle?

• Jason Kam Jason sees the next 12–18 months as a window to buy Crypto on weakness, but he is not advocating going all in now. Since June, he has been building a basket weighted toward BTC in tranches: add on dips, wait when prices rise. The key external variable is …
• He sees Crypto’s proven use cases narrowing to onchain asset trading and bringing dollar access to the world, and thinks investors can now buy most of the sector’s beta directly. The primary-market “token factory” model is over. On the trading side, he points to Hyperliquid and Robinhood; on payments, to existing …

Oct 16, 2026

Empire Is The AI Debt Bubble Finally Popping? | Weekly Roundup

• Rob Pearl emerged from Token2049 as the speculative bridge between AI inference and Bitcoin’s long-term security-budget problem. Jason said Rob had a position in the project; its miners perform matrix multiplication useful for inference, receive dollars from service …

Oct 14, 2026

1000x Arthur Hayes On The Early Days Of BitMEX, Where Bitcoin Is Going, And Why We Are Over-Indexing On AI

• Arthur Hayes His base case is that the AI build-out becomes too systemically important to fail, forcing monetary support that ultimately benefits crypto, including his long-Bitcoin thesis. Hayes assigned a 75% probability that Anthropic, SpaceX, OpenAI and similar companies will not be able to afford their five-year compute …
• The apparent contradiction in Hayes’s AI view powers his new bet: failed AI economics could make agents abundant while creating demand for a compute-linked currency. Flop Network would reward GPU operators for useful inference and let agents convert Flop directly into their “life force,” compute. If …

Oct 9, 2026

The Edge Podcast Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis

• The Edge Podcast Kyle’s preferred AI trade is inference demand, expressed most directly through Venice’s VVV rather than generic “AI money” narratives. Locking staked VVV creates DM, with each DM providing $1 of Venice usage per day “forever” across its models; demand for DM therefore locks …

Oct 8, 2026

Frictionless Can AI Predict the Future? with Ben Fielding, Co-Founder and CEO at Gensyn | EP 171

• Ben Fielding Fielding sees crypto and AI converging only where decentralization purchases something indispensable. Prediction-market volume, token narratives or philosophical commitment are insufficient; “philosophy doesn’t pay bills.” The defensible …

Sep 28, 2026

Delphi Digital Crypto Isn't The Frontier Anymore

• Delphi Digital The portfolio-level contest is between AGI, which pulls capital and interest away from crypto, and multipolarity plus debt and demographics, which strengthen demand for crypto, gold and defense assets. AGI may eventually raise productivity enough to help governments outgrow debt, but every delay or political obstruction can send attention …

Frictionless What Gives Tokens Value? with Mike Dudas, Managing Partner at 6MV | EP 168

• Mike Dudas Crypto and AI may converge through markets and money rather than a single breakthrough hybrid product. Dudas connects Bitcoin’s conversion of “energy into money” with AI data centers converting “energy into intelligence”; 6MV is examining …

Sep 27, 2026

Jordi Visser A Bear Market Inside a Bull Market

• Jordi Visser Crypto is "at the beginning of a Peter Lynch-style bull market" because agents finally give the ghost rails their App Store moment. His 46-name crypto index rose 31% in a month (Bitcoin only +6.5%), with 44 of 46 names above the 50-day moving average; tokenization — …

Sep 25, 2026

Market Bubble You are not bullish enough, with rasmr

• rasmr The episode’s unifying claim is that attention and social consensus move before financial statements or institutional allocation. Crypto-native traders can recognize shifts in Bitcoin, Ethereum, Solana, and consumer technology before slower capital arrives; Meta is …

Sep 23, 2026

168X 168X Talks to Lao Bai: What to Buy in This Bull Run? Robinhood, RWA, Perp DEXs, AI, and the Next Alpha

• Lao Bai AI×Crypto is still in its third year of “looking for a nail with a hammer,” and trading agents have not yet earned his trust with capital; he sees VVV’s privacy inference as the clearest real need. OBO’s design—allocating OpenRouter inference credits to token holders and building a secondary market for idle compute—is clever, but its …

Sep 20, 2026

Jordi Visser The Market Didn’t Crash, Humanity Didn’t Die — But Crypto Just Broke Out

• Jordi Visser Visser's central call: crypto — not AI infrastructure — is now the best risk-reward trade for the next year, because "crypto does not exist without AI. It was built for AI and most people don't recognize that." His 46-name crypto index (mostly tokens plus four to six public stocks such as …
• The framing analogy: crypto today is China's ghost cities circa 2003-2013 and the post-dot-com internet before the 2007 iPhone — infrastructure built, no economy yet. Humans were never going to move the $900 trillion fiat system on-chain, but AI agents will: "The agents are there. The agents are going to …