Artificial Intelligence, Digital & Growth Assets - Not Buy, Sell, Tax and/or Investment Advice.
Joined September 2008
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Patrick Morris retweeted
As hedge funds continue to be forced into deleveraging with rising AI risk premium driving vol higher, agentic commerce and tokenization continue to rise with parabolic growth. As Stripe's John Collison said, agentic commerce went "vertical." This weekend's tokenized AI stock fall was a major crossover point for tokenization impact to Wall Street. I go through all of this and Bessent's next possible intervention in a subscriber video release today at 3pm.
ai.22vresearch.com
Patrick Morris retweeted
Everyone can feel it. Because it extends beyond the obvious.
Eric Weinstein: 100% of the population has gone completely insane — And here’s the proof
Not a metaphor.
He says you can pretty much prove it.
Biden spent four years with the nuclear football while declining. Almost nobody treated it as a crisis. Stage-managed, like Roosevelt.
The entire management of COVID was completely fake.
We still can’t “get to the bottom” of Jeffrey Epstein.
Nobody trusts Harvard. People are losing faith in CNN.
Everything is bananas, fictionalized, managed wall-to-wall.
We’re living in what he calls managed reality.
Most people have accepted it.
He’s stuck watching it.
Patrick Morris retweeted
IBD Top 50 Stocks
$ECO 🥇 $PAYS $KNSA $NTRA $ERO $RBRK $TER $MU $HALO $LITE $ATEYY $CMBT $HNGE $AUGO $AMD $NTAP $SCCO $NET $ZETA $ANET $BE $GCT $SN $SEI $PLTR $TBBB $SMCI $SNOW $OSCR $TSM $ESTC $APH $NVDA $INSW $LB $SLDE $EXEL $TNK $MGNI $VEEV $PAYC $SHOP $FIX $MTSI $TGTX $KEYS $ELF $RELY $MSFT $CLS
Patrick Morris retweeted
AI photonics value chain spans materials, manufacturing equipment, lasers, photonic ICs, optical modules, testing, and networking, creating opportunities across the ecosystem as bandwidth and power efficiency become critical bottlenecks for the AI data centers.
$AXTI $LITE $AAOI $MRVL $CIEN $COHR $SMTC $VECO $LRCX $AMAT $ONTO $SIVE $MTSI $TSEM $GFS $UMC $FN $GLW $AEHR $FORM $COHU $TER $VIAV $ASX $AMKR $CRDO $NOK $ALAB $ANET $AVGO
🤖 Made with AI
Patrick Morris retweeted
An early wave of RWA perps was commodities. The new wave could be stocks.
A year ago, equity perp open interest was near zero. It passed commodities in June. Today it leads at $2.2B.
Patrick Morris retweeted
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.
Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come.
But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility.
This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems.
Together, we are building the foundation of the AI economy.
Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. nvda.ws/4hcoq7m
Patrick Morris retweeted
Dude prompts out a full video in 30 seconds 🤯
Prompt-maxxing edgelords will own the future. Any Gen Z who can't use AI needs to wake up fast.
Patrick Morris retweeted
The market is living through a time mismatch.
People are still debating rates, breadth and old-cycle recession signals while AI agents, tokenization and machine-speed economics are changing the rules underneath them.
In my new video:
• Why there’s a bear market inside the bull market
• Why consumer agents are the next major AI inflection point
• Why AI + tokenization changes how we should think about growth, money and competition
• Why I want to be long speed and short friction
• And why I believe crypto has reached its App Store moment with AI consumer agents filling the Ghost Rails
The speed of intelligence is accelerating.
The speed of money now has to catch up.
New video 👇
youtu.be/LhuSxhCNa5g
Patrick Morris retweeted
Cybersecurity Ecosystem spans network & perimeter defense, threat detection, cloud security, identity, vulnerability management, data security, cyber resilience, and cybersecurity services, covering key public companies across the stack.
$FTNT $PANW $FFIV $ATEN $CHKP $AKAM $CRWD $S $NET $ZS $OKTA $YOU $SAIL $TENB $RPD $SCWX $QLYS $VRNS $RBRK $INFY $BAH $LDOS $PSN $HACK $CIBR $CSCO
🤖 Made with AI
Patrick Morris retweeted
Sui dominance is a function of its beta. It has a low free float, 70% locked up in staking and it's earlier stage, and therefore any $ of capital in, or out, leads to outside moves over time.
Meanwhile the density of its network (TVL per active user) remains constant in up and down markets (a sign of network coherence), and higher than most of its peers. It still has a way to go but the sui:native team is shipping the future of finance and the agentic economy rails.
See you at @SuiBasedcamp in Singapore!
Patrick Morris retweeted
Crypto is at a pivotal moment.
As Congress debates landmark market structure legislation, Marc Andreessen and Chris Dixon discuss the decisions that could shape where the next generation of financial infrastructure is built, and whether the United States remains the global leader in crypto innovation:
00:00 Intro
05:31 From crypto subculture to financial infrastructure
08:37 Why crypto needs rules now
12:20 The regulatory war on crypto
15:41 How CLARITY could prevent another FTX
22:42 Why criminals using crypto may be easier to catch
26:20 Privacy, blockchains, and the invention of HTTPS
30:41 Government ethics and crypto
34:52 The banking lobby’s stablecoin fight
37:05 Why every major bank is building on blockchains
41:04 Developer liability as a killshot
45:23 How CLARITY provides oversight
49:30 What happens if CLARITY fails?
50:50 Regulation vs. innovation
54:12 Why America should lead
55:36 What CLARITY could unlock
@pmarca @cdixon @rhackett
Patrick Morris retweeted
These assets are called “real world.”
BUT trading is increasingly happening onchain.
86% of RWA perp volume now runs through onchain venues.
Patrick Morris retweeted
Another week, another surge for my tokenized crypto ecosystem index. BTC broke key resistance and has held above this week while the ecosystem continues to lead. In a bad stock market breadth story, 44/46 in the index above the 50 day mvg avg and 40/46 above the 200 day mvg avg. The bull market is gathering steam as AI agents drive the app store moment for the financial guardrails.
Patrick Morris retweeted
If there has been widowmaker trade in US equities since the launch of the iPhone it has been trying to fade the QQQ over IWM trade. With MAG7 breaking out to new all time highs, the beginning of the next stage of AI with consumer agents and IWM suffering from fears over rates and oil, the Breadth warnings are everywhere. Long 7 companies vs short 2000 (1/8 the market cap!) equals bad breadth. The market structure has changed with the digital economy and it is accelerating now with AI. Adapt or die.
