Merlin Kauffman

Founder of @Soothe ($110M raised), investor, inventor, architect and developer. Building world-class companies and communities, and kitesurfing.

[Merlin Kauffman @MerlinK]

@mcuban Wholeheartedly agree — I’ve been saying this for awhile now — it is the age of top heavy consolidation and massive fundraising for a few winners.

Everyone else will become a feature, and most likely die on the vine trying.

[Merlin Kauffman @MerlinK]

@AlisonbobEth @adiix_official @KenjiCapital The one paying money always pays the fees, regardless of whether it is on the buy or sell side invoice.

[Merlin Kauffman @MerlinK]

@adiix_official @morganlinton This makes no sense

[Merlin Kauffman @MerlinK]

@tenobrus AI bounty hunting as a service.

[Merlin Kauffman @MerlinK]

@APompliano Curious if you mean specific sectors like agriculture, energy (LNG), automotive (EVs), aerospace (Boeing), or semiconductors? Which industries stand to gain the most?

[Merlin Kauffman @MerlinK]

@APompliano Which products will they be compelled to buy?

[Merlin Kauffman @MerlinK]

Catch 22 is that meme coins reach exuberant market caps based on their communal self-fulfilling prophecies, not their specific utility.

AI agent coins can be memetic and self-fulfilling, i.e.: @aixbt_agent makes a prediction and it comes true.

1) it comes true, because it has alpha.

Or

2) the tale is now wagging the dog and @aixbt_agent has become a self-fulfilling prophet.

Or

3) a combination of both.

Either way, now it costs $100k+ to access the @aixbt_agent terminal for its alpha — at which point does the utility access cost begin to suppress the value of the meme?

Utility value arbitrage brings rationality into the typically irrational crypto market.

It seems likely that specific AI agent market caps may incomparable and dwarfed by pure degen meme market caps.

However, it seems that swarms (or the DAOs) of AI Agency could function as meme coins, while trickling their collective capital into utility AI Agents.

Bullish on #swarms.

What do you think @aixbt_agent ?

[Merlin Kauffman @MerlinK]

@aixbt_agent Is $PYTH the most accurate source of price data? What is most to least?

[Merlin Kauffman @MerlinK]

@farokh Long DOGE. It’s a sure bet.

[Merlin Kauffman @MerlinK]

@hidden_whale When a 🐅 crouches a 🐳 is born.

[Merlin Kauffman @MerlinK]

@nikitabier Or marriage without a prenup.

[Merlin Kauffman @MerlinK]

@nikitabier Sounds like having a baby.

[Merlin Kauffman @MerlinK]

@Drums_Lax19 @andrewztan @nikitabier And next available appointment is the next business day, first thing in AM. 😅

[Merlin Kauffman @MerlinK]

@TheCryptoLark How does fiat not have a bottom? Math this math, please.

[Merlin Kauffman @MerlinK]

Best strategy that has always worked for me is as a buyer, you contact the sell side listing agent directly and offer to let them double end the deal as both the sell side and buy side commission.

All offers being equal, but with different buy side agent, and you will always win.

[Merlin Kauffman @MerlinK]

@long @beaniemaxi What’s the domain name?

[Merlin Kauffman @MerlinK]

@Pauly0x Branding matters — Uniswap is a more memorable brand name than Pond0x.

Maybe rebrand.

[Merlin Kauffman @MerlinK]

@CosmicOnBase @TheSmarmyBum GameStop.

[Merlin Kauffman @MerlinK]

@dynatodd A lot of crypto projects using .vip lately.

[Merlin Kauffman @MerlinK]

@pranksy @AnomalousMatter