Repricing crypto platforms as AI infrastructure
The upcoming segment highlights a thesis by Alex Wesley of Artabas arguing for the repricing of major crypto platforms as AI-native financial infrastructure.
The argument
The host previewed this thesis, noting that platforms like Coinbase, Circle, and Kraken are poised to serve as the foundational financial rails for autonomous AI agents.
Hear it yourself
"at the end of the day. And so they may actually be incentivized to swap cash into treasuries or or bonds or, or, you know, trade out bonds for cash. And so it's actually created just this, balance sheet. I mean, gimmick would be the wrong word, but sort of the the dynamics of banks maintaining their overall balance sheet of risk weighted asset portfolio has been a massive driver of especially, like, centrally cleared repo, in in the, in the traditional lending markets. And so it's it's all the reasons why"
11:20
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