
Investing in the 2nd wave of AI -Thematic Investing, Data-Driven Investing, Trade Ideas, Daily Notes.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 202 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||

Long Crypto. Long AI Infrastructure. And Long Brazil.
Nothing has changed for me still from last week and the previous week.
Long Crypto. Long AI Infrastructure.
I’m still firmly on the side of being long AI infrastructure and long crypto if you have an investment time frame more than a few months.
COIN is building the infrastructure for the AI native finance world we’re entering and few people are fully aware what’s happening.
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Need I say it again? Long Crypto. Long AI Infrastructure
As I’ve been saying in every weekly issue, the doomsday focus on the yield story is not the full picture.
Long Crypto. Long AI Infrastructure.
An eventful weekend in the AI space.
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The writers behind this newsletter.
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