s4mmy

s4mmy

5,053 Twitter followers

Follow

Current: Head Analyst at @OriginsNFT Previous: CA, Ernst & Young http://s4mmyeth.substack.com I ⏩ 1% Club Publications are my opinions only.

Posts

Which Crypto x AI protocol are you most bullish on right now, and why? I’ll be pulling together a deeper market segment analysis over the coming weeks. Keen to see if there’s a hidden gem flying under the radar. Drop your picks in the comments:

Bounce. Virtuals is once again leading the 24h price action amongst the top 100 coins. Yesterday’s dip has been completely eaten up, and for good reason too. The Agent Commerce Protocol (ACP) is evolving with several new agents coming through the Genesis launchpad in the next few weeks. One of the Agents I’m most bullish on is launching in four days so have been saving all my Virgen points to max bid. Any guesses as to which one, and why? twitter.com/S4mmyEth/status/19...

Breaking: AI coding research has just received a capital injection of almost a billie AI earmarked capital and investments are being deployed at an exponential rate Yesterday, Amazon allocated $10bn to building out AI Infra in the US The innovation to come is going to be insane

We've raised $900 million in Series C funding from Thrive, Accel, Andreessen Horowitz, and DST. We're happy to share that Cursor has grown to over $500 million in ARR and is used by more than half of the Fortune 500, including NVIDIA, Uber, and Adobe. This scale will help us

IPO SZN. Circle yesterday, Gemini news today. Probably a sign of things to come as more crypto related companies go public. This means more buy pressure from Index Fund providers as they’re forced to hold the underlying stock. Paradigm shift.

I can’t believe nobody on CT is highlighting that Vanguard disclosed yesterday they own 11.4% of Coinbase (COIN) common stock. That’s an eye watering $7.5bn. Vanguard has always been the poster child for old-school, low-cost investing and has pretty much steered clear of anything crypto. But now crypto-native companies are becoming too large and too integrated into financial markets to ignore.

All of these companies are experimenting with AI Agents. Soon they will follow Agentic integration with stablecoin payments, similar to: i) Tether AI ii) VISA iii) Mastercard iv) Stripe 12 months from now the automated yield landscape will look very different from today. From there, agent capabilities will only evolve to provide an enormous unlock of services for the end user. twitter.com/S4mmyEth/status/19...

This is an insane thing to say. Does Schiff refer to this as the “Golden” Era? This Epstein file saga could unearth a hornets nest.

It wouldn't surprise me if the Musk vs Trump saga was all part of a broader, orchestrated plan. But maybe I've got my tinfoil hat on.

Loading..