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Crypto wasn’t built for humans. It was built for agents. I’m evolving from Bitcoin maximalism—not by abandoning Bitcoin, but by expanding the thesis.
Bitcoin remains my core. I’m selectively adding exposure to the financial infrastructure of the Agentic Economy.
AI is compressing time. Agents will need financial rails that can keep up. As software moves from answering questions to taking action, agents will need to buy compute, pay for services, exchange assets and transact with other agents. That is where I see the convergence: AI provides intelligence. Agents execute. Crypto moves and settles value. Bitcoin anchors monetary scarcity. The opportunity extends beyond chips and memory to the infrastructure underneath those transactions.
My investment filter isn’t “Which coin goes up next?”
It’s “Which networks will agents use—and will that activity create demand for their tokens?”
I’m not looking for the next Bitcoin. I’m investing in what gets built alongside it.
The convergence is the trade.
$BTC $ETH $SOL $LINK near:native
#Bitcoin #Ethereum #Solana #ChainLINK #NEAR
🤓🚀🤠
ward.ventures retweeted
JUST IN: JP Morgan expects Bitcoin to be the best performing asset of the next decade. 🚀
In Jan. 2023, JP Morgan's CEO called Bitcoin a "hyped-up fraud."
Times change!
ward.ventures retweeted
JUST IN: BlackRock's Bitcoin ETF 'IBIT' pulled in $664 million yesterday, marking its strongest day since October 2025 🚀
ward.ventures retweeted
First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
ward.ventures retweeted
BREAKING: JP Morgan adds Bitcoin to their Long-Term Capital Markets Assumptions paper and predict it will be the best-performing asset of the next decade.
ward.ventures retweeted
Worth a watch
I wrote this description/warning of what is happening in the West. Please watch it and share it with others. @idicenter
ward.ventures retweeted
JUST IN: $15 TRILLION BLACKROCK RELEASES NEW VIDEO EXPLAINING BITCOIN 👀
ward.ventures retweeted
AI bubble unwind or hedge fund leverage bubble unwind? Exponential progress vs fixed drawdown triggers, monthly liquidity, factor risk management based on factors disrupted by AI and covariance risk matrices based on correlations and volatility pre AI leads to a structural market change. Add in agentic trading and get ready for 24/7 tokenization! This is just the beginning.
Overall hedge fund net positioning according to Goldman has dropped to levels we haven’t seen outside of liberation day in the past five years.
While US Long/Short Fund gross leverage is at the 56th percentile one-year (and the 90th five-year percentile), US net leverage saw “the largest weekly decline since Apr ’25 (week of Liberation Day) and the 4th largest weekly decline in the past five years to 43.7%” which is the 0 percentile for both the one and five-year lookbacks.
The US Fundamental long/short ratio (MV) remained at the 0 percentile one-year (and now also five-year).
So hedge funds decreased longs and increased shorts last week, likely in a move to preserve what has been a good year, but leaving a huge amount of room for them to eventually reengage with the market.
ward.ventures retweeted
You have no choice but to save the United States. There is literally nowhere left to go. This is it. The last bastion. The Alamo. Last stop Saloon. If the US completely falls, it's checkmate Earth. There's nowhere to run, nowhere to hide, you can't opt out. There is no Shire.
ward.ventures retweeted
The complete AI fund flows
Nvidia Gets $690BN, The Other 499 Get $340BN: Tracing Every Dollar Of 2027's AI Capex zerohedge.com/markets/nvidia…
ward.ventures retweeted
24/7 tokenization will make human weekends less restful and test everyone on Wall Street and their true love of the game. Market structure is changing quickly.
Stocks are getting hammered as selling pressure continues on Liquid this weekend, now spreading across memory, storage and AI infrastructure.
$WDC and $STX are leading the slide, while $MU and $SNDK are now down more than 3% versus Friday’s close. The pressure extends through the AI buildout: power supplier $BE, networking names $AAOI and $LITE, and cloud providers $CRWV and $IREN are all moving lower.
Earlier pockets of strength are fading too. $NBIS has slipped into the red, and 85 of the 96 stocks and ETFs we tracked are now below Friday’s close.
Markets keep moving. Trade them 24/7 at liquid.trade
ward.ventures retweeted
"Until The AI CapEx Debt Creation Machine Turns Back On": Goldman Says Credit Is Calm... For About Two More Months zerohedge.com/markets/until-…
ward.ventures retweeted
Did the AI bubble didn't pop or did Hedge fund leverage
The S&P is 2.7% off all-time highs. If the AI bubble did pop, everyone is getting an amazing opportunity to short a bubble at the highs which would be a first for me.
This is just the beginning of a long recognition of the change in the AI market structure where concentration and crowdedness collide where there is visibility of orders out to 2030 but uncertainty of terminal value for everything more than three years ahead with exponential change.
AI progress drives revenues and progress is accelerating but PEs are contracting and risk premium is rising for all long duration assets on the back of uncertainty. This reminds me of LTCM. Certainty of the thesis but a lot of time to hold the trades vs investors and lenders interested in monthly returns.
Hoodies up!
Watch here:youtu.be/TB_-4pN1dsA
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Contact Mark Whaling @ [email protected]
