Request for build: an investment product that goes exponential if AI does.
There's a particular kind of anxiety I keep running into with people who don't work in tech. They're using AI every day now, they can feel the energy, they see the IPOs coming in the trillions, and somewhere underneath it sits a quiet fear of being left behind while a new class pulls away.
So they ask the obvious question, how do I invest in this, and the answer is pretty weak. Buy Nvidia, some tech stocks, maybe an AI ETF that's half the names you already hold, and that's about it. The venture upside, the pre-IPO names, the real high-risk/high-return asymmetric stuff, is all closed off unless you're already wealthy and have access. Which is the whole problem crypto is supposed to solve.
Imagine an investment structure that gives regular people exposure to the entire thing.
Not just public stocks but pre-IPO names, early stage venture, infrastructure, even allocations into the sovereign funds now piling into AI. And then the interesting part, instruments that track what AI is actually doing in the world. Options, perps and prediction markets that pay out as AI takes its share of GDP, as it replaces white collar work, as the sector compounds into the trillions. And the real asymmetry is speed - the faster it all happens, the more it pays. Hit AGI in the next two years rather than the next ten and the thing goes vertical. Composable crypto rails are what tie it all together.
The financial structuring is obviously very tricky, but the harder part is who issues it. A basket of derivatives is only worth something if whoever wrote them can actually pay when you come to collect, so this has to be built by someone with a real balance sheet. Low counterparty risk, properly capitalised, etc.
The test for the product is simple - if AI goes exponential, the product goes exponential. If the technology 100x's and the thing returns 30% a year, it hasn't worked.
Get all of that right (very hard) and you've got yourself an extremely compelling investment product.
There's a particular kind of anxiety I keep running into with people who don't work in tech. They're using AI every day now, they can feel the energy, they see the IPOs coming in the trillions, and somewhere underneath it sits a quiet fear of being left behind while a new class pulls away.
So they ask the obvious question, how do I invest in this, and the answer is pretty weak. Buy Nvidia, some tech stocks, maybe an AI ETF that's half the names you already hold, and that's about it. The venture upside, the pre-IPO names, the real high-risk/high-return asymmetric stuff, is all closed off unless you're already wealthy and have access. Which is the whole problem crypto is supposed to solve.
Imagine an investment structure that gives regular people exposure to the entire thing.
Not just public stocks but pre-IPO names, early stage venture, infrastructure, even allocations into the sovereign funds now piling into AI. And then the interesting part, instruments that track what AI is actually doing in the world. Options, perps and prediction markets that pay out as AI takes its share of GDP, as it replaces white collar work, as the sector compounds into the trillions. And the real asymmetry is speed - the faster it all happens, the more it pays. Hit AGI in the next two years rather than the next ten and the thing goes vertical. Composable crypto rails are what tie it all together.
The financial structuring is obviously very tricky, but the harder part is who issues it. A basket of derivatives is only worth something if whoever wrote them can actually pay when you come to collect, so this has to be built by someone with a real balance sheet. Low counterparty risk, properly capitalised, etc.
The test for the product is simple - if AI goes exponential, the product goes exponential. If the technology 100x's and the thing returns 30% a year, it hasn't worked.
Get all of that right (very hard) and you've got yourself an extremely compelling investment product.
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