Georgii Verbitskii retweeted
EXPERIENCE AS A SERVICE
The last great business model was SaaS.
The next great business model is 'Experience as a Service'
For 20 years, SaaS sold you a tool, and you did the work.
You logged in, clicked around, and exported the CSV. The software was the product, and your time was the cost.
Agentic Service models flip that.
AI gives everyone access to expertise.
The question is no longer “do you know the answer?” It’s “did you tell me before I had to ask?”
What’s left is the experience.
This needs a shift in Venture thinking.
It's not about 'the product'.
The 'product' is the SMS that tells you what to do before you knew to ask.
It’s the email that arrives in October, not April.
And it’s the app that shows where you stand right now, not once a year in a PDF.
This is Experience as a Service.
You don’t buy software.
You buy the feeling that someone competent is on it, all the time.
Great service required human attention, and attention doesn’t scale.
So every service industry rationed it. Everyone got a portal login and a gift basket.
AI removes that limit. Attention becomes nearly free.
Every customer can get what used to be reserved for the top 1%.
Take the CPA.
Everyone hates their CPA. Nobody hates their CPA’s work.
The return gets filed.
The numbers are (usually) right.
What people hate is everything around it.
The email that disappears for three weeks.
Being told “we’ll look at that after season.”
Learning in October about a decision you needed to make in April.
The CPA’s product was never the problem. The experience was.
Now picture the Experience-as-a-Service version:
“Your Q3 estimate is due Friday. We've gather the K1s and 1099s. Here is the amount to set aside...”
“You sold the rental. Here’s what that means, and two moves to make before Dec 31 to get an active income tax deduction.”
The legacy CPA firm gets squeezed from both sides.
Software handled the preparation, in the future, experience-first firms takes the client.
The same pattern is coming for wealth management, legal, insurance, healthcare admin, and any business where the work was fine but the experience was the complaint.
The winners won’t have a better product.
They will have a better experience.
This shift to better experiences is how Agentic AI will cause white collar job labor displacement.
Georgii Verbitskii retweeted
man i think the AI trade is rapidly changing and evolving right in front of our eyes
META chart gotta be one of the craziest mag 7 charts out there - just straight gap to ATHs upon launching a great product
second order thinking out loud: the longer oAI and Ant delay their IPOs, the worse it's gonna look.
idk about muse (can't use it) but grok bot has the intellect equivalent of early claude / gpt, yet it's still way more useable than frontier models. and it is quite clear that is the direction the industry is going to go
long compute
long inference
and long whoever builds this - likely META, and i guess you can't long grok.
but jfc, think the repercussions of this is not really well understood by the market yet.
Georgii Verbitskii retweeted
Hyperliquid vault activity — 17 Sept
• FuturAI Labs - High Sharp…: Emerging managers: #2 → #1
• Snipe trading Bear market: Max drawdown 54.7%
• Long LINK Short XRP: Max drawdown 47.5%
• acat.work: Best risk-adjusted: #2 → #1
• Marvin: Emerging managers: #4 → #1
hyperliquidvaults.com/activi…
Before, the most valuable and scarce resource on earth was intellect. AI changed that forever. From now on - commodities are the most scarce thing on earth. It just takes time to unfold this understanding.
We are launching asymmetricalupside.com/au strategy from 1st of July
DM me if interested
My Hyperliquid Copytrading Vault has entered the top 50 by APR on the back of the HYPE rally.
app.hyperliquid.xyz/vaults/0…
🔥
BTC slipped below $77K and triggered $672M+ in liquidations.
This is a reminder: Bitcoin isn’t trading in isolation from macro. Higher U.S. Treasury yields = risk-off, and everything gets hit — stocks, crypto, ETF flows, leverage.
Long term I’m still bullish on BTC, but short term the question is simple: is there enough independent demand to absorb bond pressure and a potential cooling in the AI rally?
Right now, it’s not obvious.
Check the full @DecryptMedia article with my commentary: decrypt.co/368156/bitcoin-sl…
Shared my thoughts with @DecryptMedia on Michael Saylor’s evolving stance around Bitcoin sales.
Saylor is playing a long-term game: maximizing exposure to BTC while preserving flexibility for corporate decision-making. “Never sell” was always more of a conviction signal than a literal operational rule.
Even if MSTR eventually sells part of its holdings, I don’t think it would structurally change Bitcoin’s market dynamics unless the scale becomes truly significant.
Full article below 👇
Georgii Verbitskii retweeted
In April, one of the largest trades in TYMIO protocol history was completed.
Let's break it down.
The trade was initiated on March 26 and completed on April 24, 2026. We are sharing it as an example of how users can earn with TYMIO without using leverage, without liquidation risk, and without transferring their funds to any third party.
The user deposited:
60 ETH + 353,500 USDC
The total nominal size of the position was:
283 ETH, or 515,500 USDC based on the pre-selected exchange levels.
The position consisted of several ETH buy and sell orders.
The user was ready to:
* exchange USDC for ETH if the ETH price declined to the $1,500–$1,600 levels
* exchange ETH for USDC if the ETH price increased to the $2,700 level
The key point: the buy and sell orders were not executed.
This means that no exchange of one asset for another took place. The user did not buy ETH at the lower levels and did not sell ETH at the upper level.
As a result, the user received back:
60 ETH + 353,500 USDC
And additionally earned a net premium of:
12,249.98 USDC
Importantly, even if the orders had been executed, the user would still have received the premium. In that case, the user would have either bought ETH at pre-selected prices of $1,500–$1,600, below the market price at the time the trade was opened, or sold ETH at a pre-selected price of $2,700, above the market price at the time the trade was opened.
This is why TYMIO is not about trying to guess the market intraday. It is a way to define attractive exchange levels for yourself in advance and earn a premium for being ready to exchange one asset for another.
Summary:
March 26 — trade initiated
April 24, 2026 — trade completed
283 ETH total nominal size
515,500 USDC total nominal size based on exchange levels
60 ETH returned
353,500 USDC collateral returned
12,249.98 USDC earned as net premium
TYMIO has been operating since 2022. The protocol is built on non-custodial smart contracts: users’ funds are not transferred to managers or third parties, and trade conditions are executed transparently on-chain.
This is an example of how market intent can be monetized:
not trading every day,
not using leverage,
not risking liquidation,
but earning a premium for pre-selected market scenarios.
Earn while you wait.
Stop trading. Start earning.
PS. Screenshot from debank public wallet tracker, btw - debank is our partner and allows to monitor TYMIO positions
Georgii Verbitskii retweeted
In light of the recent KelpDAO exploit, worth noting that TYMIO has been running since 2022 with zero incidents.
Our non-custodial smart contract is audited, and there's no third-party risk on our end - funds never leave the contract.
As of today, total TYMIO volume has crossed $31M, with $0.5M in premiums generated and paid out to users.
Also happy to share that this week we kicked off closed testing of a new feature - the Autopilot module, which lets users auto-follow TYMIO's model strategy. Once testing wraps up, Autopilot will roll out to everyone.
Stay tuned for updates, and remember: rough markets always end eventually. Patience, and good luck growing your capital.
Personally I think the BTC dev team will handle the quantum compute threat well. More on this in my comment to CoinDesk: coindesk.com/business/2026/0…
Shared my view on where Bitcoin price action could be headed next with @DecryptMedia. Thanks @0x_exitnode for including my thoughts in the article: decrypt.co/357025/bitcoin-ex…
How low do you think BTC can go this year?
This is what a broken thesis looks like.
Interesting how the two lines started to diverge last summer — right when Twitter was full of posts about this “perfect correlation.”
Everyone was sharing M2 charts saying “BTC just follows liquidity with a lag — no need to think.”
Turns out, it wasn’t that simple.
