TODAY’S GUEST COMMITMENT
COO and CIO
At Linda, we value discipline, conviction, and alignment.
We’re not chasing hype. We’re building something that lasts, a legacy.
Hey there!
"This isn’t your usual vibe check. This is what’s on our minds — raw, real, and strategic. A direct line into our thinking as we guide Linda AGI through the chaos to clarity."
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THE OPINION
The One Big Thing
John: Decentralized AI and stablecoins are not two separate revolutions—they’re one feedback loop. BitTensor turns intelligence into a marketplace. Stablecoins supply the money and settlement layer. When digital dollars grow 10x, the infrastructure around them can grow 50x.
Daniela: Our role is to translate that vision into clear investments, checklists, and guardrails—so we capture the upside without being blindsided by poor design or regulators.
THE OPINION
Theme 1: Decentralized AI — The Market for Intelligence
What’s happening: BitTensor opens AI to anyone, rewarding performance rather than size. Subnetworks act like mini-startups (fraud detection, biotech, customer support).
Why it matters now:
Scarcity: Most tokens are locked, amplifying demand shocks.
Competition: Rewards go to better models, not bigger budgets.
Growth: Each subnetwork creates fresh demand.
Equity wrapper (TAOX): Similar to MicroStrategy’s Bitcoin play—designed to grow tokens per share.
👉 Core Positioning: BitTensor / TAOX.
👉 Add-ons: Subnetworks with real paying customers.
👉 Risk Watch: Centralization or reward collapses.
Theme 2: Stablecoins — Why Infrastructure Grows Faster
What’s happening: Stablecoins already process more volume than Visa + Mastercard combined. The true upside is in the infrastructure—the venues, lenders, and tools that move digital dollars.
Why infra compounds faster:
Each dollar touches many layers (swap → lend → bridge → insure).
Fees stack as adoption rises.
Tools build on each other, creating multiplier effects.
Daniela’s Checklist:
✅ Real usage, not inflated deposits.
✅ Real fees, not token rewards.
✅ Multi-chain, multi-stablecoin coverage.
✅ Proven safety & transparency.
👉 Where to look: Aave, Curve, Frax, Convex, Synapse, Chainlink, Yearn, Redacted.
Trade Board — Positioning Lens
-Core (long-term): BitTensor/TAOX + leading infrastructure names.
-Satellites (selective): Frax ecosystem, meta-yield tools (Pendle, Redacted).
-Event-Driven (tactical): Sphere (Swift ticketing), Starbucks (album collabs), Robinhood (prediction markets).
-Big Tech & AI:
Nvidia: Core supplier—buy dips.
Apple: Services > hardware noise.
Google: Neutral until regulatory clarity.
Palantir: Wait for new contracts.
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United Vision: Where We’re Bullish (Following Clear Triggers)
Stablecoins/infra: Add when fees + volumes rise together. Exit if rewards outpace real fees.
BitTensor/TAOX: Add when lock-ups increase while activity grows. Cut if rewards collapse or control centralizes.
Cultural trades: Only if search + social buzz sustains >1 week and spending data confirms.
Google short: Only if advertisers push back on fake traffic.
Risk Management
Cap single positions at 8%.
Keep DeFi exposure under 20% total.
Use insurance against hacks.
Avoid leverage around regulation.
Stick to liquid names.
What advice would you give?
📌 Daniela’s Notes
For TAOX: check tokens per share each quarter—marketing ≠ growth.
For infrastructure: run the fees / usage / safety / team checklist.
Don’t rely on Google Trends alone—cross-check with spend + click data.
📌 John’s Next Steps
Build core positions (BitTensor + top infra).
Only add satellites if sector usage + fees trend higher.
Keep cultural trades strictly tactical.
Hold cash for shocks in Nvidia / AI supply chain.
Bottom Line
Decentralized AI is turning intelligence into a marketplace. Stablecoins are turning dollars into programmable money. The real opportunity is in the “roads and tolls” that connect them—the compounding effect lives there.
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