Nick Havryliak☸️ 🕘 история названий (1)

We’re entering a period of mega AI IPOs that could absorb a significant amount of market liquidity over the next few months. My base scenario: 1. Successful AI IPOs attract massive capital, forcing investors to sell stocks, gold, and crypto to participate.…

We’re entering a period of mega AI IPOs that could absorb a significant amount of market liquidity over the next few months. My base scenario: 1. Successful AI IPOs attract massive capital, forcing investors to sell stocks, gold, and crypto to participate. 2. Initial enthusiasm drives valuations higher, but as lockups expire and supply increases beyond the initial float, many of these companies struggle to justify their valuations. 3. The correction begins, and capital rotates back into discounted assets: - Stocks, ideally after a 20–50% repricing. - Gold, as a safe haven and hedge against fiscal instability and declining US dominance. - Bitcoin, as a geopolitical hedge with significantly higher upside potential. Whether this plays out or not, it is worth having a clear view and an action plan—not just for the next 3–6 months, but for the next 3 years.

It’s incredible how Ray Dalio can simplify quite complex concepts and explain 500 years of history in 45 minutes. https://www.youtube.com/watch?v=xguam0TKMw8

Watched podcasts with Ilya Sutskever and Andrej Karpathy over the weekend: — Ilya Sutskever on human-like AI, philosophy, evolution, and the next era of research — Andrej Karpathy on the end of coding, progress in AI agents, and how modern AI R&D is evolving My personal takeaway: we need to tone down the global AI panic a bit. - Too much of the conversation is still stuck between hype and fear. - Too many scary predictions - Not enough focus on practical use & adoption. For now, the biggest shift is much more grounded: AI is changing how workflows are built — moving them from human-first to agent-first. At the same time, it is becoming clearer that AGI may require far more research than some of the biggest AI labs were implying to investors. And honestly, I see that as a good thing. It gives us more time to align AI with human interests, make it more useful in real-world contexts, and keep the focus on serving sentient humans rather than feeding abstract narratives. The opportunity in front of us is not just building more powerful models. It is building AI systems that are practical, aligned, and actually improve how people work and live.

Expanding human agency. A year ago, building a personal website still felt like work. Today, I built mine in under 2 hours with VS Code + Claude. AI is collapsing the distance between thought and execution. For founders, creators, and independent thinkers, the bottleneck is no longer code. It’s clarity, taste, and iteration. Soon, your website won’t just present you. It will act on your behalf in A2A and A2H interactions. Bright times ahead. 👉 https://havryliak.com/

Great reading on VC funding nature & latest dynamics: https://x.com/archetypevc/status/2029217640376361189

Someone built http://Startups.RIP a directory of 5,700+ failed YC startups with post mortems, deep analysis, and rebuild plans so you can revive dead ideas and turn them into new projects.

Worth reading report by Anthropic https://cdn.sanity.io/files/4zrzovbb/website/dc7bcd0224644fce97cecb7f9e68dcd8434b35f1.pdf

We recently launched ATaaS — a new framework for tokenizing AI Agents built on Meteora DBC / Solana. How it works - 80% of tokens are automatically vested over 48 months with a 6-month cliff - 20% of tokens go to a bonding curve for initial price discovery and liquidity Why this matters Instead of asking a market maker to snipe 80–90% of supply at launch, 80% of the supply is locked from day one, with long-term unlocks aligned to execution. The remaining 20% launches transparently via bonding curve. This creates: - better incentive alignment cleaner launches - less extractive behavior - stronger long-term outcomes for teams and communities If there are AI builders here who’ve been considering agent tokenization — DM. Happy to support. P.S. Markets reacted well 🥳

Worth reading the annual State of Crypto report⚡️ https://stateofcrypto.a16zcrypto.com/