Citadel just released its Tokenomics research. Worth a read for all semis and software investors on X.
According to Citadel, the best returns will come from companies that lower Ai costs and improve efficiency, not those building the best models.
- AI is hitting economic
Citadel just released its Tokenomics research. Worth a read for all semis and software investors on X.
According to Citadel, the best returns will come from companies that lower Ai costs and improve efficiency, not those building the best models.
- AI is hitting economic limits. Citadel's message is that the constraint is no longer model capability—it's token costs, compute, power, and inference budgets.
- Customers are already optimizing for cost. Rising token bills are pushing users toward cheaper models and more efficient workflows, suggesting AI demand may be more price-sensitive than investors assume.
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Ai powered avatars are taking over hedge funds.
The Ackman avatar on Variant is up 11.56% YTD. Predictable, cash generative businesses + ai. Drop a retweet or share with @BillAckman so we can make it open to everyone :)
Figure Markets is quietly becoming an infrastructure play for tokenizing the Alternatives category. Analysts view it as a marketplace for tokenized HELOCs and are missing the impact that on-chain private equities would have.
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