$STABLES - Casey believes that AI agents will adopt cryptocurrency infrastructure for payments, specifically using stablecoins. This prediction suggests a potential increase in demand and usage of stablecoins in the future.
$EDGECOMP - Casey is bullish on edge computing, particularly for businesses, citing benefits such as local computation, improved privacy, and cost advantages. He sees it as an obvious and strong use case with significant potential.
$AIHW - Mohamed believes that hardware acceleration will be crucial for AI scaling, particularly in zero-knowledge machine learning (zkML). He suggests that hardware improvements will drive more significant speed increases than software optimizations.
$AIINFRA - Casey anticipates growth in AI applications and infrastructure, particularly in consumer applications and the development of usable AI agents. He expects significant progress by 2025, suggesting potential investment opportunities in AI infrastructure.
$VIDEOAI - Mohamed expresses excitement about video language models, noting their increasing importance as internet content shifts towards video streaming. This suggests potential growth and investment opportunities in video AI technologies.
Bearish:
$AIMODEL - Casey observes a decline in interest for foundation model companies in the crypto space, with a shift towards agents, applications, and infrastructure. This suggests a potential bearish outlook for companies focused solely on foundation models.