Jake Dwyer

AI token spend becomes a new headcount line as companies reorganize around player-coaches, capacity constraints, and frontier-model economics.

Agent adoption moves from early adopters to corporate infrastructure, changing org charts, browsers, wallets, and platform competition.

AI-driven market disruption, GFC-style warning signals, K-shaped indices, and the cost of denial for exposed businesses.

Vibe coding is a silly-sounding name that masks the seriousness of what business operators are now capable of.

OpenClaw, Claude Code, agentic AI, vibe coding, and how software agents may reshape financial markets and the broader economy.

A 2025 year-end review of stablecoin rails, tokenized settlement, prediction markets, AI constraints, and the coming shakeout.

AI infrastructure rounds, circular capital stacks, the code-red moment, and crypto’s warning about V1 value capture.

AI agents trading on crypto rails, Alpha Arena, programmable money, and the convergence of autonomous intelligence with markets.

Singapore, Token2049, stablecoins, agentic payments, and the split between serious crypto infrastructure and speculation.

Crypto venture exits the hype cycle as fundamentals matter more, while AI starts to resemble early crypto VC.