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.
Base creator coins failed: dead model or bull reset?
Pollak admits the creator-coin bet was wrong and hands Base to Cobie. Dead value-accrual model, or the bull case?
How to track crypto whale wallets (free tools, 2026)
What a whale wallet is, why flows beat price, and the free toolstack — explorers, DeBank, Arkham, Nansen, Dune. How to find an address, what to watch, the traps.
DeBank alternatives: 7 wallet trackers compared
Arkham, Nansen, Zerion, Zapper, free explorers and Dune vs DeBank — chains, free tier, whale labeling and best-for. Honest, no shilling.
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.
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.