Crypto primitives have proven to be the most suitable conduit to channel chaotic ai energy to discernible wealth transfer
AI equities and the supply chain trade best as perpetuals.
Private lab valuations need futures
Capability and AI-linked unemployment outcomes need prediction markets
And the commodity layer needs commodity perps
The AI trade cuts across all instruments, and all at once.
And that's why a DeepSeek moment moves valuations, equities, compute, and probabilities in the same day.
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AI may be the most profitable trade in history.
For now, it is also one of the worst-priced. New article:
