BlockThesis

Crypto & Equity Research | Finding Asymmetrical Bets

[BlockThesis @BlockThesisRes]

$TIG is the most asymmetric bet in crypto right now. Algorithms are the most important part of the AI stack. It is the lever in which 100x leaps are unlocked. Keeping them decentralized is a must for society, unless you want the top labs to sandbox these things for themselves.

[John Fletcher (𝔦, 𝔦) @Dr_JohnFletcher]

Keeping algorithms open is necessary and probably sufficient to keep AI open

This is radically different from what is generally believed

If you want to know why, and how open algorithms can win, Friday's Space complements the article

As usual, @0x_Asuka did a great job of drawing out the important parts

Listen to the Space here https://t.co/BdHXhPJauX

[Alexandros Tsachouridis @alexandrostsach]

@Dr_JohnFletcher I hope you are ok, that I share.
I admire you, that is why I want to explain the image.

This photo was taken at Cambridge.

The guy in the red jacket is Vitalik Buterin. @VitalikButerin
The founder of Ethereum.

The man next to him hosted Vitalik for a talk at Cambridge in 2014.

Before Ethereum launched.
Before most people knew what crypto was.
Before the world understood what was coming.

That man is John Fletcher.
CEO and founder of $TIG.

This is not someone who discovered crypto 2 weeks ago. This is not someone chasing the zeitgeist.

This is someone who was in the room
when the room was still empty. We were sleeping on all, while this man was deep into the technology and possibilities. Meeting up with people, who are today leading in the space.

John Fletcher spent the last +10 years building quietly.
30+ patents. Cambridge PhD. Bank of England.
A protocol to keep AI algorithms open for humanity.

While the world was buying memes,
he was solving the hardest problem in AI.

The market cap today, so small, I can not understand why you are not going to your desk and learning about @tigfoundation

You are early and we are not late for making a MASSIVE difference in the world of algorithms.

$TIG

[BlockThesis @BlockThesisRes]

Take a look at my portfolio as of now. Will be doing a deep dive into each one of these names. Not financial advice. DYOR.

Crypto - ZEC TAO HYPE SOL ETH LINK TIG

AI Stocks - BE MU ENTG CRWV COHR LITE GLW INTC IREN SNDK

[BlockThesis @BlockThesisRes]

@hosseeb Definitely not the case when a central authority can freeze your money at any moment. Cypherpunk for sure 😂

[BlockThesis @BlockThesisRes]

The world is being tokenized.

[Carlos Domingo @carlosdomingo]

Today we announced an agreement with @computershare, the World's Largest Transfer Agent, that manages close to 60% of the S&P 500, including companies like Apple, Tesla, Microsoft, Nvidia, Disney, Coinbase, etc., to become their tokenization partner to bring stocks on chain natively in the US and abroad, retaining the same rights and economics and allowing them to trade and borrow on chain.

Tokenize the world!

[BlockThesis @BlockThesisRes]

IQ is getting commoditized.

EQ is the new IQ and will be more valuable in the future.

[BlockThesis @BlockThesisRes]

Prometheus.

$TIG is releasing their version of Alpha Evolve by Google Deepmind.

It is an automated innovator built for algorithmic breakthroughs.

Once this protocol scales, it would only make sense for big labs to join and monetize their contributions.

Much higher soon.

[The Innovation Game (𝔦, 𝔦) @tigfoundation]

4 days

_ _ _ _ E _ _ _ _ _

[BlockThesis @BlockThesisRes]

The singularity is already here.

[Daniel @danielisdizzy]

Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower:

“AI is going to make almost everything cost less.
We’re at the front end of a productivity boom.
Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.”

Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary.

The next few years are going to be insane.

[BlockThesis @BlockThesisRes]

Bitcoin is the best savings account ever created.

What do you see?

[Giovanni's BTC_POWER_LAW @Giovann35084111]

@PeterSchiff This is why Peter. Do you understand what a power law is?

[BlockThesis @BlockThesisRes]

Wow.

Agentic AI won’t just improve governments — it will redefine them.

The countries that implement agentic AI will compound efficiency, productivity, and GDP faster than anyone else.

The singularity is here. Act accordingly.

[HH Sheikh Mohammed @HHShkMohd]

Under the directives of the President of the UAE, we launch a new government model. Within two years, 50% of government sectors, services, and operations will run on Agentic AI, making the UAE the first government globally to operate at this scale through autonomous systems.

AI is no longer a tool. It analyses, decides, executes, and improves in real time. It will become our executive partner to enhance services, accelerate decisions, and raise efficiency.

This transformation has a clear timeline. Two years. Performance across government will be measured by speed of adoption, quality of implementation, and mastery of AI in redesigning government work.

We are investing in our people. Every federal employee will be trained to master AI, building one of the world’s strongest capabilities in AI-driven government.

Implementation will be overseen by Sheikh Mansour bin Zayed, with a dedicated taskforce chaired by Mohammad Al Gergawi driving execution.

The world is changing. Technology is accelerating. Our principle remains constant. People come first. Our goal is a government that is faster, more responsive, and more impactful.

[BlockThesis @BlockThesisRes]

Algorithmic improvement is the only way to really get 10-100x leaps in AI.

“Ultimately, computer science is where is the lever is.

We have to acknowledge that most of the advancements in AI came from algorithmic advances, not just raw hardware.” - Jensen

$TIG
@tigfoundation

[Giovanni's BTC_POWER_LAW @Giovann35084111]

Real science vs economy models that do not apply to Bitcoin.

[BlockThesis @BlockThesisRes]

BTC will trade significantly higher by EOY. Good time to DCA. Allocate accordingly.

[BlockThesis @BlockThesisRes]

Study $ZEC. Swiss vault in your pocket and ready for PQ.

[Chamath Palihapitiya @chamath]

@PaxMontanax I’m studying it

[BlockThesis @BlockThesisRes]

AI driving multiple compression is the end game. It is already playing out. Allocate accordingly.

[Chamath Palihapitiya @chamath]

don't worry. we are moving up and to the left. the days of 3-5% equity yields don't make sense sense if AGI is real. it isn't the safe harbor you think it is...