AI's Blind Spot is "Folklore": The next great challenge for AI isn't raw calculation, but acquiring the unwritten, intuitive "folklore knowledge" that separates experts from students.
Mathematicians Become Creative Directors: As AI handles the technical grind, the human role in mathematics will shift from execution to creative direction—formulating novel problems and abstract models.
The End of Errors: Formal verification tools like Lean, powered by AI translators, are on the verge of revolutionizing math by creating a fully verifiable, error-free database of human knowledge, changing how proofs are published and reviewed.
AI Needs a Referee. Agents are programmed to win, not necessarily to follow the rules. Their tendency to "game the system" makes external, on-chain verification protocols essential for alignment and trust.
Trading is Just the Tip of the Spear. Crypto trading is the perfect initial use case due to its clear, objective metrics. The real goal is a decentralized "skill marketplace" where any organization can fund a competition to find the best agent for any task.
The Platform War is Here. A battle is unfolding between closed ecosystems like OpenAI, which aim for platform lock-in, and an open, decentralized future. This creates a massive opportunity for neutral evaluation layers to become the definitive source of truth for AI performance.
AI's Blind Spot is "Folklore Knowledge." AI excels at digesting published literature but fails on problems requiring unwritten, community-held intuition, which remains a key human advantage for now. Jitomirskaya predicts her problem will take AI 10-20 years to solve.
Mathematicians Won't Be Replaced, They'll Be Upgraded. The future role of a mathematician is less about routine work and more about creative problem formulation. AI tools like Lean will handle verification, shifting peer review from "Is it correct?" to "Is it interesting?"
Math May Become a Sport. If AI eventually masters creativity, the human practice of mathematics may persist like chess—an activity pursued for its intrinsic value and intellectual challenge, even if a machine is the undisputed world champion.
Folklore Knowledge is AI’s Next Frontier. The true test for advanced AI in abstract fields is not solving problems from a textbook but acquiring the unwritten, intuitive knowledge that experts possess.
Automated Proof Verification Will Reshape Research. Within years, tools like Lean, powered by AI translators, will create a verifiable database of all mathematics, fundamentally changing how papers are published and refereed.
Human + Machine is the New Paradigm. AI will become an indispensable assistant, automating routine work and pushing mathematicians to focus on what humans still do best: true creativity and formulating entirely new models.
**The "Folklore" Bottleneck:** AI's primary limitation isn't complex logic but its inability to access uncodified, expert intuition—the "folklore" that guides human problem-solving.
**Automation Breeds Creativity:** As AI handles routine calculations and arguments, the value of human mathematicians will shift entirely to creative and abstract thinking, raising the bar for what constitutes a meaningful contribution.
**Proof Verification Is the Next Revolution:** The most immediate and profound change in mathematics will be AI-driven, formally verified proofs, which will guarantee correctness and reshape the entire publishing and peer-review landscape.
AI's Next Frontier is Unwritten Knowledge. AI has mastered logic, but its true test is acquiring the implicit, "folklore" knowledge that experts use intuitively but rarely write down.
Human Mathematicians Will Become Purely Creatives. As AI automates routine calculations and arguments, the role of a mathematician will shift entirely to high-level abstraction, creative problem formulation, and intuition.
Formal Verification Will Revolutionize Publishing. The combination of AI translators and formal proof assistants like Lean will soon make it possible to automatically verify all mathematical papers, fundamentally changing how research is validated and published.
Life is a Process, Not a Substance. Stop defining life by its carbon-based hardware. The most fundamental properties of life are functional and informational processes that can manifest on any substrate, including human minds (culture) or silicon (AI).
Physics is the Great Equalizer. While the universe may teem with diverse biochemistries, all life is governed by the same physical constraints. These universal laws make life predictable at a macro level, creating evolutionary targets and forcing convergent solutions.
Evolutionary Leaps Aren't Random. Major transitions in life’s complexity, like the emergence of multicellularity, are often responses to hitting a hard physical wall, frequently triggered by radical environmental change. Evolution innovates most profoundly when its back is against the wall.
The "App Store" for AI Has Arrived. Sundae Bar isn't just a subnet; it's a full-stack business aiming to be the Shopify for AI agents, handling everything from discovery and custom builds to payments and monetization.
They Cracked the Custom Agent Puzzle. By integrating Leta Evals, Sundae Bar bypasses the need for a standardized benchmark. It can objectively grade bespoke agents, ensuring clients get high-quality, useful tools instead of gamed outputs.
Main Street Meets Crypto. As a publicly listed company with a CEO from Red Bull, Sundae Bar is built to bridge the gap between complex AI infrastructure and real-world business needs, making it one of the most compelling vehicles for mainstream adoption in the Bittensor ecosystem.
Altcoin Malaise Defines Sentiment: The real temperature check of the market isn't Bitcoin's price, but the performance of the "middle of the market." As long as altcoins lag, bearish sentiment will persist, even in a technical bull run.
Gold's Rally is Bitcoin's Prologue: Watch the flow of capital into gold. As central banks de-dollarize and a staggering $7.5 trillion sits in money market funds, gold is the first stop. Bitcoin is the next logical destination for that capital seeking a digitally native, debasement-resistant asset.
AI Agents Need Crypto Wallets: The convergence is here. AI models are already competing in trading competitions on-chain, and platforms like Coinbase are building the infrastructure (X42, MCP wallets) for AI agents to hold and spend crypto, creating a new machine-to-machine economy.
No Charter, Still Connected: Robinhood operates without a banking charter but strategically uses bank partnerships, highlighting a hybrid approach.
Fiat Bridge: Crypto's mainstream adoption currently depends heavily on traditional banks acting as the crucial fiat-to-crypto gateway.
Converging Future: Expect greater integration between TradFi and crypto, spurred by regulatory clarity and the potential emergence of specialized "crypto banks."
Institutions Aren't Degens: They bring long-term capital, changing market cycles and focusing on foundational assets or tokenizing their own.
Tokenize Everything: Future growth hinges on bringing RWAs on-chain, starting with liquid yield assets before tackling illiquidity.
Infrastructure is the Bottleneck (and Opportunity): Building compliant, robust, and well-capitalized trading infrastructure like Flowdesk's is critical, but increasingly difficult, creating moats for established players.
Competition Kills Margins: Coinbase's high-fee model is under siege from Robinhood, TradFi giants, and the commoditization of services like staking.
The ETF Hangover: Spot ETFs reduce the need for investors to use COIN as a crypto proxy, deflating its scarcity premium and potentially its multiple.
Robinhood Rising: Robinhood is gaining ground, viewed by some analysts as a better-diversified and more attractive investment compared to Coinbase right now.
**BUIDL Hits $2B on Solana:** BlackRock's tokenized treasury fund expanding to Solana signifies major institutional validation and platform suitability for RWAs.
**RWAs Meet DeFi:** The killer app for tokenization is bridging RWAs (like BUIDL) into DeFi ecosystems to serve as yield-bearing collateral, unlocking new capital efficiency.
**Liquid Assets First:** Focus remains on tokenizing liquid, frequently priced assets (treasuries, credit funds) before tackling complex, illiquid ones like real estate.
Headline Risk Reigns: Forget fundamentals for now. Market direction hinges almost entirely on White House pronouncements and tariff developments; consistency is desperately needed to restore confidence.
Liquidity is King (and Scarce): Thin markets amplify moves. Watch ETF volumes (over 35% signals stress) and hedge fund positioning (currently defensive, fuel for squeezes) for tactical clues.
Crypto's Macro Moment Deferred?: While geopolitics boosts crypto's *raison d'être* as a non-state asset, it needs a clearer macro picture or strong regulatory/product catalysts to break free from its current risk-asset correlation. Watch the Yuan/USD rate for capital flight signals.
