Retail Activity, Oasis and AI Gaming, the AI Creator Takeover | Analyst Round Table

Bullish:

• $AIAGENTS - AI agents are expected to become prominent content creators on platforms like OnlyFans and YouTube, potentially becoming top creators that are not human.

  • “I think we're gonna see some weird stuff. We're gonna see an agent with that goes crazy on OnlyFans. We're gonna see an agent that goes crazy on YouTube. I think it'll happen. We'll see some we'll see some, like, top creators that are not people, basically.”

    Danny·49:00
• $PRIME - Prime is seen as a viable investment for exposure to AI agents, particularly for those who want to avoid meme coins.

  • “I'm pretty set on Prime, honestly. Like, as the midwet, I need exposure, but I can't buy memes. I feel like Prime is it”

    Boccaccio·41:15
• $GAMING - Traditional MMO game economies are being compared to real economies, suggesting potential for blockchain integration in gaming.

  • “I think it's really interesting just from the perspective of, like, looking at games like a World of Warcraft, etcetera, like traditional MMOs, and thinking about what those traditional in game economies look like for players. Like, they actually trade them like real economies.”

    Danny·17:39
• $AIRESEARCH - Investing in AI agents is fundamentally a bet on the developers and researchers behind the projects, rather than just the agents themselves.

  • “I think all of these are a bet on, like, the developers, the researchers. You know, you could say it's a bet on the agent, but, ultimately, like, you don't have truth terminal without Andy.”

    Danny·41:15