@boardyai building OpenBox AI, the runtime trust layer for enterprise agentic workflows so they stay verifiable and compliant. count me in for Boardy Pro
@BPIV400 @p6rkdoye0n If you need governance around the agentic reviewer workflow and cryptographic proofs to ensure accountability through audit trails for your agents actions then check out https://t.co/J9d1TvNonk happy to chat
Welcome to the ERC-8004 Genesis Month.
Build an AI agent that handles real finance; trading, risk management, yield optimization, or capital protection, and make it trustless using ERC-8004.
A 13-day sprint. Hackathon sign-up's are now live.
Built on @ethereum's new Trustless Agent Standard.
Excellent piece from Blackrock on the investment outlook, co-authored by Rick Rieder, one of the contenders to succeed Powell as Fed Chair.
"The challenge for investors is reconciling the huge capital spending plans with their potential AI revenues. Will their orders of magnitude match? This is not a given. The answer depends on whether U.S. growth can break out from its long-term 2% trend. This is a tall order, but AI makes it conceivable for the first time.
The AI buildout requires front-loaded investment for compute, data centers and energy infrastructure. But the eventual revenue from that investment comes later. The gap in time between capex and eventual revenues means AI builders have started using debt to get over a financing “hump.” This frontloading of spending is necessary to realize eventual gains...
We see AI capital spending still supporting growth in 2026, with the contribution to U.S. growth from investment totalling three times its historical average this year. This capital-intensive boost is likely to persist into next year, allowing growth to hold up even as the labor market keeps cooling. But will it be enough to break U.S. growth out from its long-term 2% trend? All major innovations of the last 150 years – including steam, electricity and the digital revolution – were not enough for it to break out of this trend.
Yet, it is conceivable for the first time ...
If AI delivers a 1.5% boost to growth through productivity gains, we estimate that this would expand economy-wide revenues by $1.1 trillion...
The good news: the starting point for private sector leverage is healthy, particularly listed tech. Yet the financing needs tied to AI capex far exceed what even the largest firms can meet internally. That’s why we expect companies to keep tapping public and private credit markets. But the ramp-up in private sector leverage comes against a backdrop of already highly leveraged public sector balance sheets. One risk: a structurally higher cost of capital raises the cost of AI-related investment with spillovers to the broader economy. A more leveraged system could create vulnerabilities to shocks. Indebted governments will have less capacity to cushion such shocks. This is where AI financing needs and government debt constraints intersect.
For this reason, we go tactically underweight long-term Treasuries as we see investors demanding more term premium."
https://t.co/VDsf5TNlaS
> be an ETH guy
> travel around the world to attend Ethereum Devconnect
> watch your net worth evaporate
> take some pictures
> fly back home happy