Empire

Hivemind: AI Frameworks, Bitcoin L2s, and Death of OG Memes

41 snips
Jan 16, 2025
The discussion kicks off with the volatile landscape of cryptocurrency, particularly Bitcoin, intertwined with political implications of Trump's presidency. The team explores the emergent AI sector, warning it may become a major financial bubble by 2025. They dive into the promising rise of Bitcoin Layer 2 solutions, like OPCAT, while analyzing the decline of original meme coins in favor of projects grounded in actual business models. Insights into app-specific sequencing and decentralized finance opportunities illuminate Bitcoin's future and its evolving market dynamics.
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INSIGHT

AI Bubble Prediction

  • Jose Macedo believes AI will be the biggest financial bubble due to strong fundamentals and hype.
  • He predicts AGI by 2025, driven by hyperscalers' massive compute investments.
ADVICE

Investing in Hot Sectors

  • Gain exposure to hot sectors even without a strong thesis initially.
  • Identify real value within the sector as it develops, but expect vicious sell-offs.
INSIGHT

Moats in AI Frameworks

  • Virtual's moat is its launchpad and ability to capture value by charging projects.
  • This moat is fickle, and brutal rotations will likely occur, similar to Tau.
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