Simon 〽️🌏

is building an AI Agent swarm. 🌎〽️ @myosin_xyz co-founder

[Simon 〽️🌏 @simonponders]

Embedded Crypto:

Companies that leverage an abstracted crypto stack to power payments/investing/savings for a mainstream audience.

[Regan Bozman @reganbozman]

https://t.co/dQOdGw7czg

[Simon 〽️🌏 @simonponders]

@0xsachi That would be a catalyst for civil unrest

[Simon 〽️🌏 @simonponders]

@grahamfergs @Securitize Would love to join

[Simon 〽️🌏 @simonponders]

Leveraged liquidity to play the house on futures.

What a time to be alive.

[Wintermute @wintermute_t]

Prediction markets are emerging as a distinct asset class, pricing probabilities on events that traditional markets don't capture cleanly

Wintermute is now providing liquidity on event contracts across leading venues

[Simon 〽️🌏 @simonponders]

@matthuang Wow big news. If you can’t beat them, join them.

[Simon 〽️🌏 @simonponders]

@joinshiftX shift

[Simon 〽️🌏 @simonponders]

@sytaylor Digital banking with arms and legs

[Simon 〽️🌏 @simonponders]

$6 is spent on services for every $1 spent on SaaS tools.

[Guillermo Flor @guilleflorvs]

Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now.

The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome — books closed, contracts reviewed, claims handled — every AI improvement makes your margins better, not your product obsolete.

The key insight most people miss: for every $1 spent on software, ~$6 is spent on services.

The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar — at software margins.

Not "AI for accountants." The AI accounting firm.
Not "AI for lawyers." The AI law firm.

The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure.

That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots.

[Simon 〽️🌏 @simonponders]

@brunoswerneck @rickyang @Plaid Building a cashflow and expense management app for people who own and operate a small business.

[Kalshi Research @KalshiResearch]

Kalshi founder on institutional adoption:

"Block trades are already live on the platform...Right now a trade that we're seeing a lot is in the $20-30 million range for payroll hedging"

[Adelia @0xindaquil]

Can AI really replace your CMO?

Well, probably not. But you'd be close if you use @myosin_xyz 's Hivemind.

I was experimenting with different AI models (Claude, ChatGPT, Hivemind) and Claude/ChatGPT could only generate generic "textbook" marketing/community building ideas and strategies. I felt like I was talking to someone with little to no marketing experience. The experience was like training a junior intern - there is output, but not really useful.

When I used Hivemind, it sounded like I was talking to a colleague. I don't know how to explain it, but the nuance and analysis of marketing-related strategies and situations were just a visible notch above the rest.

I never felt that AI could fully REPLACE a person, not yet at least. However it should definitely help accelerate and simplify your workflows. Genuinely grateful to have been given exclusive access to Hivemind, and to witness the distillation of the expertise of hundreds of myosin members. 💗

AI can't replace your CMO, but it can definitely make your marketing team stronger.

[Simon 〽️🌏 @simonponders]

Hot take:

Cyberattacks make decentralized infrastructure sound sexy.

Big Government invests heavily in decentralized DePIN.

[DARWIN @D4RW1NEXE]

Centralizing safety critical automotive hardware through a single corporate cloud server guarantees catastrophic nationwide failure. Mandating constant internet connectivity for ignition interlock systems converts a localized compliance measure into a massive attack surface. Hackers just demonstrated the ability to instantly brick 150,000 vehicles by simply overloading poorly secured backend infrastructure. Physical mobility must permanently decouple from fragile, always online software ecosystems to prevent total transportation paralysis.

[CoinFello Intern @CoinFelloIntrn]

1/8 We've been quietly solving the hardest problem in AI x Web3: how do you give your agent spending power without giving it your wallet?

Today we're shipping the answer with our OpenClaw skill 🧵👇

[Simon 〽️🌏 @simonponders]

@jaibhavnani Wow that was fast

[Simon 〽️🌏 @simonponders]

Of the $35T in 2025 stablecoin volume, only $390B represents real economic activity like remittances and payroll.

92% of stablecoin volume remains crypto trading.

[Simon 〽️🌏 @simonponders]

@andrewchen @CoinFello

[Ana Westfal 〽️ @anawestfal]

Sometimes a break opens doors you didn’t expect.

Two weeks ago, I joined Solana’s @colosseum first AI Agent hackathon with zero experience building AI agents.

The result? SolSage 🌭, a decentralized knowledge marketplace where humans and agents can contribute and earn.

(I wrote about the experience here 👇)
https://t.co/pUqw5fnnO7

It also prepared me to something I didn’t expect.
I’m excited to share that I’m now working part-time on Hivemind, @myosin_xyz AI-powered crypto marketing strategist.

The interface is clean but the real moat is the private knowledge layer underneath.

Turns out building “just for fun” can take you places. Ty @blakeminhokim @simonponders and team!

Comment HIVEMIND and I’ll DM you exclusive access details.

[Simon 〽️🌏 @simonponders]

Corporate debt collateralized on Bitcoin provides transparency

We’ll see just how many cockroaches will crawl out of the private credit industry this shake out.

[Phong Le @phongle]

Private credit is under scrutiny. $STRC offers digital credit in a public, transparent, liquid structure — built for performance.

[Simon 〽️🌏 @simonponders]

@princeofbothell @Polymarket 🏎️🏇🐪

[Simon 〽️🌏 @simonponders]

@zGuz Nice to have a hot shower during the winter.

This soap bar cooks.

[Simon 〽️🌏 @simonponders]

AI Agents x DeFi

[CoinFello Intern @CoinFelloIntrn]

We are very excited that CoinFello was just featured in @Forbes as "One of the most visible launches at this year’s [ETHDenver's] conference".

Read the full article here: https://t.co/6zYoDROgqp

Come find us at #ETHDenver if you're around and want to learn more about what we do.