The street's best takes on crypto — without the timeline.

All takes are our summaries. Tap View on Xfor the analyst's original words.

Fernando Pertini@DecodeMarkets·4d

Sam Altman's Other Bet: Identity for a World Full of AI

In a world saturated with AI agents, Altman's Worldcoin identity project becomes essential infrastructure — you need a provably-human layer. Fernando frames identity-for-AI as a category hiding in plain sight: when 'more things look like people than people do', the iris-scan primitive becomes the on-ramp for every other consumer product that needs to distinguish humans from bots.

$WLDFundamentalAI

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Annelies Gamble@AnneliesGamble·5d

The Next Commodity Market: Building the Financial Infrastructure for Compute

Thesis: compute becomes a commodity, like oil. Supply-constrained today, but heading toward standardization. Like oil, it needs market infrastructure — futures, storage/logistics, price discovery, hedging instruments. First movers are the cloud operators; the real prize is the exchange layer that gets built atop them. The venture opportunity is backing that layer, not the underlying chips or data centers.

Market StructureAI

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