Three signals on the shift from narratives to structure: LLM-driven strategy mutation (MadEvolve) where fused signals — not the algo — are the moat; Bitcoin miners rerating from commodity plays to AI infrastructure landlords; and $REPPO proving AI tokens can carry measurable on-chain value, not just hype.
Ep 04May 15, 202616:50
Ep 4: Ai Swarms And Institutional Crypto Rotations
Ep 03May 12, 202612:00
Ep 3: Software Development in a Per-Token Economy
When every LLM call costs money, software development changes. We break down what per-token economics means for builders, traders, and the agents that run on this stuff.
Ep 02May 8, 202621:23
Ep 2: From AI Demos to Hardened Systems
Demos are dead, prompt engineering is dead, governance is the new moat. Three signals on what real production AI looks like in 2026.
Three stories on agentic coding: Blitzy's 10,000 parallel agents, why coding agents waste 81% of their time searching files, and OpenAI's Symphony for autonomous dispatch.