Vincent(@WhiteCollarExit):There is an AI theme nobody is positioned for yet, and it has nothing to do with chips or models! It is the point where AI agents meet tokenization, and the volume of transactions this unlocks. @jvisserlabs explains it in the video below: Think about borrowing against a house you own. Today a bank underwrites it, and you wait weeks for approval. In tomorrows agentic world an agent makes the call and tokenization settles the loan instantly. This will increase velocity of capital benefiting names like $HOOD massively that are building for this. Recent datapoints supporting this: - x402 processed ~75M AI payments in the last 30 days - Stablecoin card spend hit ~$1B in July, up ~200% YoY. - HOOD already has >100K agentic accounts trading - Elon: Bot internet traffic 1000x human traffic in 5 yrs Did a full deep dive on $HOOD outlining the thesis:

2026.08.17 17:24

There is an AI theme nobody is positioned for yet, and it has nothing to do with chips or models! It is the point where AI agents meet tokenization, and the volume of transactions this unlocks. @jvisserlabs explains it in the video below: Think about borrowing against a house you own. Today a bank underwrites it, and you wait weeks for approval. In tomorrows agentic world an agent makes the call and tokenization settles the loan instantly. This will increase velocity of capital benefiting names like $HOOD massively that are building for this. Recent datapoints supporting this: - x402 processed ~75M AI payments in the last 30 days - Stablecoin card spend hit ~$1B in July, up ~200% YoY. - HOOD already has >100K agentic accounts trading - Elon: Bot internet traffic 1000x human traffic in 5 yrs Did a full deep dive on $HOOD outlining the thesis: