Kaiz 🐂🀄️(@Kaiz_294):Nate Benish and Ansem push the $AI x NVIDIA thesis to its furthest endgame: a memecoin treasury compounding stock exposure until it becomes a meaningful capital allocator “AI is almost like an on-chain BlackRock in which they're just constantly buying, they're compounding more and more absolute units of shares” “Thinking about those stock pairs is almost like a maxi vehicle in which you can compound more and more of the stock ownership” “Would it be possible for AI to get so big that it holds so much NVIDIA that you guys could impact some decisions at the actual company?” “I will give a very bullish, almost delusional point of view, but I'm very confident about that” w/ @Natan

2026.09.22 09:48

Nate Benish and Ansem push the $AI x NVIDIA thesis to its furthest endgame: a memecoin treasury compounding stock exposure until it becomes a meaningful capital allocator “AI is almost like an on-chain BlackRock in which they're just constantly buying, they're compounding more and more absolute units of shares” “Thinking about those stock pairs is almost like a maxi vehicle in which you can compound more and more of the stock ownership” “Would it be possible for AI to get so big that it holds so much NVIDIA that you guys could impact some decisions at the actual company?” “I will give a very bullish, almost delusional point of view, but I'm very confident about that” w/ @Natan_benish, @blknoiz06