Welcome to Slate Sundays, CryptoSlate’s new weekly feature showcasing in-depth interviews, expert analysis, and thought-provoking op-eds that go beyond the headlines to explore the ideas and voices shaping the future of crypto.

Lyn Alden is an exceptional human.

Broadly recognized as one of the top minds in macroeconomics, during a conversation with Lyn, you can feel some of her vast intellect rubbing off on you; I swear my IQ increased several points by the time our chat was over.

Even navigating heavy topics like the fiscal deficit and the onset of AI, she does so with a smile on her face and more eloquence and poise than an Olympic gymnast executing a triple backflip.

Founder of Lyn Alden Investment Strategy and general partner at venture firm Ego Death Capital, alongside other industry heavyweights like Jeff Booth and Preston Pysh, Lyn has earned her stripes over the years as one of the most respected macro analysts in the space.

She’s also one of the most solicited for interviews, thanks to her razor-sharp insights and depth of market knowledge.

As a prolific content creator, Lyn offers a free investing newsletter and frequents the virtual corridors of Crypto Twitter daily, amassing three-quarters of a million followers who rely on her timely commentary and finely-edged wit: beyond the undeniable words of wisdom and investment advice, Lyn’s something of a master when it comes to memes.

Nothing stops this train

Lyn is perhaps best known for her book Broken Money, which provides a comprehensive view of the history of money and a well-illustrated critique of the global monetary system. She’s also highly vocal about her thesis on the U.S. fiscal deficit, AKA, ‘Nothing stops this train’.

Sky-high levels of U.S. spending are rising at a pace that far outstrips the government’s ability to pay for it, creating what Lyn dubs a “slow-motion runaway train.” She explains:

“Large U.S. fiscal deficits are going to continue for the foreseeable future, five, 10 years, any sort of investable time horizon. There are a bunch of reasons why, and a lot of them have to do with political polarization. It’s very hard to either massively raise taxes or massively cut spending in a very polarized situation, as well as mechanically the kind of debt levels they find themselves in.”

The total amount of money the U.S. government owes to its lenders currently amounts to an eye-watering $36.9 trillion, representing over 120% of GDP, and growing by around $1 trillion every quarter.

Even the most highly skilled ringmaster with smoke and mirrors would struggle to obfuscate such an alarming level of federal debt. With a diminishing ability to pay it off, I wonder, if nothing stops this train, can anything slow it down? She replies:

“There are plenty of things that can slow it down a little bit. Tariffs are one of the things that can slow it down because they bypass some of that polarization. Tariffs are basically really big tax hikes that go around Congress because of an emergency authorization executive order, so they temporarily bypass some of the frictions against them.”

While tariffs may serve to fill the government coffers a little higher, Lyn says the numbers don’t add up enough to make a significant impact: the deficit is around $2 trillion, and the income from tariffs at the current level only equates to roughly a quarter of it at around $500 billion a year. Plus, “we’re already seeing exemptions.” She adds:

“The last line for the ‘Nothing stops this train’ view is that the U.S. is very financialized, meaning that our government’s tax receipts are very correlated with asset prices. Any attempts at austerity at this point tend to fail to address the problem because you either slow down the stock market or slow down the economy. Therefore, with a lag, you weaken your other tax receipts and make deficit reduction on a sustained basis hard.”

I nod, contemplating the enormity of the situation and the inevitable collision course the economy is on. She continues:

“Just structurally, it’s growing above target almost without any way to stop it.”

The outlook for Bitcoin and broader crypto markets

We turn the conversation to last week’s market slump following a weaker-than-expected jobs report that triggered former BitMEX CEO Arthur Hayes to sell off a chunk of his crypto holdings. I ask Lyn how significant the jobs report is and whether she echoes Hayes’ bearish near-term views on global liquidity.

She frowns, pointing out that Hayes is more of a frequent trader than she is, however:

“The jobs report was pretty significant. It was the biggest downward revision in quite a while, and it’s corroborated by other things as well. The ISM Purchasing Managers’ indices are also showing a similar directional weakness.”

The ISM Manufacturing PMI is a key indicator of the state of the U.S. economy as it signals the level of demand for products by measuring the amount of ordering activity at U.S. factories. Lyn continues:

“Now, whether that affects Bitcoin and broader crypto, I’m more hesitant to say. While it can slow down earnings that can impair the economy in various ways, it also generally means more Fed dovishness, which, around the margins, is good for Bitcoin and crypto.”

Despite not making short-term trading decisions like Hayes, Lyn gives some credence to his outlook over the coming quarters based on a couple of parameters:

Tariffs may make a dent in the deficit and serve to take the wind out of crypto’s sails (“slightly slower the train for a couple of quarters”), and the treasury is attempting to refill its general cash account (the TGA) after the debt ceiling was passed. That means sucking liquidity out of the system, which can negatively impact risk assets. Lyn explains:

“Ironically, debt ceilings, when they’re an issue, are actually good for liquidity because they force all these pockets of liquidity to go back into the market, but then afterward, when they refill their cash levels, they’re pulling cash out of the system.

They [the treasury] expect to do that through the rest of this quarter, to Arthur’s point, which is historically not amazing for asset prices across the board.”

In contrast, Lyn isn’t too worried about a broader tightening of global liquidity. She says:

“I would say liquidity’s in a middling place because the dollar is no longer falling as it was earlier this year, and the dollar is a really big variable for liquidity, generally. A falling dollar is overall good for global liquidity. At the other end of the spectrum, China’s credit impulse is on the upswing, which is good for global liquidity. So it’s kind of neutral at the current time.”

Bitcoin cycles will be longer and less extreme

While it’s not the perfect setup for a million-dollar Bitcoin, things could definitely be worse. Lyn affirms:

“I don’t think this cycle’s over yet. I think we’re going to see higher highs in Bitcoin this cycle. That could be later this year. That could be early next year. There are lots of little variables that can affect that, but so far, we don’t see any indicators that look like a multi-year top.”

In fact, she explains that we’re “nowhere near multi-year tops” based on various indicators that track market value compared to on-chain cost basis, a “kind of a measure of euphoria.”

“I think liquidity still looks decent, maybe not great for a quarter, but it’s not an acute headwind per se, in my opinion, and going into next year, I still think we’re going to see most likely higher Bitcoin prices.”

How high is that?

Lyn pauses and says she has no firm view. Unlike other personalities in the space, she doesn’t win over more followers by making outlandish predictions. Instead, she simply says:

“I think we’re going over $150k this cycle. Now the number could be much higher than that, but I always try to start conservatively, and it depends on market conditions at that time.”

She believes that Bitcoin cycles are changing, and we should expect this one to be longer and “maybe less extreme” than previous runs. We should also prepare to see strong moves upward followed by periods of consolidation, “rather than going to the moon and collapsing.”

“If you look at what used to be called FANG stocks, and now it’s the Mag7 stocks, basically large-cap U.S. tech stocks, they kept grinding up longer than people thought. Value investors were always shocked that these things just kept growing.

“Sometimes they get over their skis and have a 30% correction, sometimes worse. Sometimes they have a flattish, choppy year, but then they keep grinding higher after they work out some steam. I think Bitcoin could resemble that model to some extent. Maybe it’s still more volatile than that, but I do think we should expect maybe longer and less extreme cycles on average.”

Bitcoin treasury companies: bear market catalyst?

For anyone who’s been flushed out by a Mt. Gox, China ban, or FTX-style black swan event that abruptly reversed most of Bitcoin’s gains, Lyn’s prediction may provide some relief. But is there any potential catalyst for the end of the cycle quietly chirping away like a canary in a coal mine? Bitcoin treasury companies, for example?

Lyn points out that now that Bitcoin is a multitrillion-dollar asset, it’s inevitable that smart money flows in. She says:

“There’s no world in which only individuals own Bitcoin and magically no large pools of capital want to own it. That only makes sense when Bitcoin is a tiny market.”

She’s not concerned about the centralization threat to Bitcoin posed by entities like Strategy gobbling up BTC like it’s going out of style (Strategy’s BTC holdings currently stand at over 628,791, just shy of 3% of the entire supply). She simply shrugs and says it’s no different from previous cycles:

“At one point, Mt. Gox supposedly had over 800,000 coins, and there were fewer coins back then. So that was a bigger percentage of coins than, say, BlackRock or Strategy has now. So while there’s always some degree of centralization concerns, it’s really not worse now than it was at periods of times in the past. So, no. I’m not really worried about that from a centralization perspective.”

What is important to be on the lookout for, Lyn explains, is the amount of leverage in the system, since “any degree of euphoria and leverage is what causes the next downward cycle.” Bitcoin needs upward volatility to go from zero to trillions of dollars of value and become relevant on a global scale; and upward volatility, Lyn warns, breeds euphoria and leverage.

“That’s when you get over your skis and you get consolidations and downside volatility. There are obviously other liquidations that happen from time to time, so they certainly could feed the next downturn, but I don’t view it as fundamentally different from prior cycles, and the current leverage in the treasury space is not that high.

MicroStrategy has pretty low leverage relative to their Bitcoin. Metaplanet has relatively low leverage relative to their Bitcoin. We’ll see how the others come as they go. I certainly think that we’ll see a washout. We’ll see a lot of altcoin treasury companies get washed out, and some Bitcoin ones that are poorly managed are going to be at risk in the next downturn.”

The roaring 20s and the decade-long inflation

It was sometime during the COVID lockdowns that Lyn began discussing the persistent inflation that would stem from shuttering the world and inflating the money supply. She would later characterize the 2020s as the decade of inflation, as governments struggle to rein in rising costs. Does Lyn expect this trend to continue?

“To some extent, I mean, we’re in 2025. We’re still above the way the Fed measures inflation. We’re still above their official target even though it has come down. Now, whether or not we have another dramatic spike comes partially down to whether energy is constrained or not. It’s pretty hard to have major inflation without energy suppression, so anything that keeps the supply of energy high is a way of keeping inflation down.”

Unlike previous decades, she says, where we were able to print money and offset it with productivity gains from automating manufacturing, she sees the 2020s as “stickier” in terms of average inflation; unless we realize a major productivity increase through a technology such as AI, although even that won’t bring down the cost of store-of-value assets. She says:

“The things that are truly scarce, like waterfront property, gold, fine art, high-quality stocks, and things like that, all go up dramatically because it’s hard to increase those things. So I think going forward, AI making, say, white collar types of services cheaper can suppress in some way CPI and certain wages and expenditures that people have.

This could be offset by ongoing money printing, higher gold, higher Bitcoin, higher prestige properties, and just truly scarce things. So I do think that we’re still in a sticky inflation environment, even though it’s hard to get dramatic inflation without energy shortages.”

AI and the economics of white-collar work

Since she’s brought up AI for its productivity gains, I ask if she’s concerned about job losses and whether she believes it’s a net positive for humanity, being something of an AI skeptic myself. Lyn’s markedly more optimistic. Just like the runaway fiscal deficit train, she says AI is inevitable.

“At this stage, if you try to ban it in one country, another will do it, and it will be open-sourced in some capacity. Like any technology, it can be disruptive when it hits; a lot of people can lose their jobs at once.”

She likens AI to social media in the way the latter disrupted social interaction, and warns that it must be used carefully to avoid doing more harm than good. I recall reading an MIT study, to her point, that found AI to be a great learning tool; as long as people didn’t become so dependent on it that their intelligence drained away like blood from an open wound.

Lyn continues:

“It’s a good thing that we find ways to make repetitive white-collar work cheaper and more affordable because that allows those people or future generations to do other types of work, which is true for any time we automated textiles or farming with tractors and hydrocarbons and things like that. It’s the same thing except it’s quicker.”

She points out that portable AI is different from data center AI and marvels at the mechanics of the human brain: our ability to process complex thoughts and emotions, “very high bandwidth senses,” and “self-healing” capability run on just 20 watts of power. She enthuses:

“It’s remarkable. It’s less than an incandescent light bulb. The equivalent amount of processing in a data center runs on megawatts of power, so millions of watts of power…

I don’t think we’re anywhere near the level where there’s nothing humans could do to add value over silicon. I think it’s more a case of disruption that then puts more people into doing other things.”

I nod, wondering whether my metaphorical lightbulb requires as much energy as Lyn Alden’s giant brain.

Inflation, disruption, broken money… oh my!

With persistent inflation, societal disruption, and broken money, to boot, this era bears all the hallmarks of a fourth turning, and I struggle to feel positive about where it all ends. I wonder what Lyn thinks. Is this a good time to be alive? She ponders:

“I think so. Fewer people die from avoidable things than almost ever before globally. It’s not an accident that the population bubble is happening now… For the most part, I consider it good, but it goes through waves of getting too much, like when people get cut off from social connections. People have way more depression now than hunter-gatherers, even though in most capacities, we live longer and are less likely to die from something random…

Technology is polarizing because, in some ways, it becomes like a winner-take-most, and to the extent that we get through this whole thing successfully, I think we have to learn to use technology in a more natural way than be so reliant on it. I think eventually that will be the case.”

Lyn also believes that AI won’t continue to develop and improve ad infinitum, but will eventually hit a plateau, just like aviation did: progress within that industry has been fairly stagnant for years, following its mind-blowing takeoff in the 20th Century. She says:

“We went from the Wright brothers to people on the moon in one human lifetime. But then, once we hit the 70s, we slowed down. We still don’t have a jet faster than the Blackbird. We still don’t have commercial aviation faster than the Concorde. We don’t even have that anymore…

I think in time, similar things will happen to electronics where we’ll reach certain densities that are hard to keep dramatically improving on, and it will allow us more time to absorb what we already have.”

Follow Lyn Alden on X or check out lynalden.com for in-depth analysis and insights.

This public rollout is just a preview of what’s coming next: the MIND Terminal – a dashboard designed to deliver real-time, actionable crypto intelligence, available exclusively to $MIND holders.

And the fact that MIND of Pepe is showcasing a working product before its token even launches says a lot. In a space flooded with pre-launch promises, this is a rare show of credibility – and proof that investor funds are backing something real.

But the clock’s ticking. With just 16 days left, the presale window is closing fast.

At its current price of $0.0037515, $MIND is still available at a discount, despite powering a live AI system built to make crypto trading smarter.

Just look at what meme tokens alone have achieved: $PEPE, with zero utility, delivered over 25,000% returns – a 250x move – driven by pure virality. A $1,000 buy at the bottom would’ve turned into $250,000.

Now imagine pairing that meme energy with real-world AI utility.

That’s why even 99Bitcoins, one of the most trusted names in crypto education, has flagged MIND of Pepe as a potential 100x play post-launch.

The Engine Behind MIND of Pepe Is Already Online

The recent update from the project team introduced the crypto world to the live @MIND agent on X.

For those following the presale, the core components are already familiar: a Persona-Trained LLM, Semantic Vector Matching, Retrieval-Augmented Generation (RAG), a persistent data layer, and modular architecture.

In plain terms:

• The AI speaks fluent crypto, from tokenomics to meme culture.
• It understands context, not just keywords.
• It pulls in real-time web data and generates grounded, fact-checked outputs.
• It tracks sentiment and narratives across time, especially from platforms like X.
• And it’s built to scale into dashboards, bots, and tools beyond social media.

Through its X account, the MIND Agent is already surfacing insights from what it calls the “deepest recesses of blockchain.” Here’s an example of it in action:

Soon, those same capabilities will plug into the upcoming MIND Terminal – a full-featured AI dashboard built specifically for traders and gated exclusively to $MIND holders.

The MIND Terminal Brings Real-Time Crypto Intelligence to Traders

When it launches, the MIND Terminal will deliver a deeper layer of real-time, data-driven analysis across tokens and market conditions.

It tracks social sentiment trends, on-chain events like token launches and LP movements, DEX-level metrics such as volume and liquidity changes, and pulls fundamentals from sources like CoinMarketCap – all tied together with live coverage of market-moving news.

But what truly sets it apart is its autonomous intelligence layer.

Unlike most tools, the MIND of Pepe doesn’t just observe markets – it’s built to interact with blockchains, dApps and smart contracts. If no opportunity exists, it has the capacity to create one.

As the team puts it: “The agent doesn’t just follow narratives – it helps drive them.”

​​

What Does This All Mean for $MIND holders?

For investors watching $MIND, this isn’t just another meme coin. It sits at the intersection of two of the most explosive narratives in crypto today: AI and memes – a combo CoinGgecko named a top trend of Q1.

$PEPE tapped only the meme side – and still did over 25,000%. Now layer in actual AI utility, and the upside becomes something else entirely.

The market is already rewarding projects in this crossover. In the AI space, Grass ($GRASS) gained 39.1% in 24 hours, while Griffain ($GRIFFAIN) surged 139% over the past week. On the meme side, Moo Deng ($MOODENG) exploded 579%, with Goatseus Maximus ($GOAT) and Neiro ($NEIRO) climbing 182% and 170%, respectively.

$MIND merges both verticals – meme virality and AI utility – into one purpose-built crypto asset. And in a market that thrives on narratives, that positioning is powerful.

Own the Token That Powers the MIND Agent

Only 16 days remain to grab $MIND at presale prices – before it hits the open market.

Getting in is simple: Head to the official MIND of Pepe website, connect your wallet (Best Wallet is recommended), and purchase using ETH, USDT, or even a bank card.

Once purchased, tokens can be staked for up to 246% APY. The yield is dynamic – meaning early stakers lock in the best rates before the pool fills and the rewards taper.

Best Wallet is available now on Google Play or the Apple App Store for a seamless setup.

Stay plugged in with the community on X and Telegram and follow the live @MIND_agent to track its continuous evolution.

The post MIND of Pepe Unveils Crypto AI Agent as Presale Clock Winds Down to 16 Days – Next 100x Crypto AI Token? appeared first on Cryptonews.

Since launching its token presale last month, SUBBD has raised nearly $400,000 in early investor funding. That momentum stems from solving the very issues that have pushed creators to look beyond Web2: burnout, fragmented monetization, and limited fan engagement.

Powered by AI and crypto, SUBBD isn’t just automating the grind – it’s giving creators a streamlined, on-chain way to earn, scale, and fully own their audience.

By merging two of the most disruptive technologies into one cohesive platform, SUBBD positions itself as more than a play on crypto or AI – it’s a bet on the future of the $85 billion creator economy.

Early adopters can still lock in the current presale price of $0.0554 – but with just two days left before the next price hike, the window is closing fast.

Stokely’s ‘Subs’ Brings the Same Old Model – SUBBD Delivers a Creator-Led Revolution

Stokely is launching a new creator platform called Subs – a web-based service for both adult and non-adult content creators.

According to Stokely, the goal is to help creators grow their audiences and convert casual viewers into paying subscribers. Subs is expected to feature an Instagram-style “explore” feed and a YouTube-like “shows” section – both ad-free and designed to drive users toward subscriptions, private messages, and one-on-one video calls.

Stokely, best known as the founder of OnlyFans, sold 75% of the company in 2018 to Fenix International, owned by Leonid Radvinsky. The sale reportedly earned him a substantial return as the platform went on to generate billions.

But while Subs slaps on a fresh UI, it ultimately mirrors the same Web2 structure – including the 20% platform fee. Creators still lose a hefty cut of their earnings and often end up paying additional fees to managers handling planning, posting, and fan engagement.

SUBBD, by contrast, reimagines the entire model. Rather than tweak the formula, it embraces a fully Web3 approach – one built around ownership, automation, and creator freedom.

With AI-powered infrastructure and crypto-native monetization, SUBBD shifts the balance of power from platform to creator. It’s not just a new app – it’s a new system designed for a new era.

SUBBD Automates the Grind – So Creators Can Focus on What Actually Matters

OnlyFans may work for top-tier earners, but for most creators, it’s a constant grind. Visibility requires volume – and that means nonstop editing, livestreaming, answering DMs, writing captions, and optimizing content around the clock.

And with Subs? It’s largely a repackaged version of the same system, aside from the addition of one-on-one video calls. The pressure to produce, promote, and stay relevant remains unchanged.

SUBBD flips that script. Instead of creators working for the platform, the platform works for them. Its AI handles the repetitive backend, giving users back their time, focus, and creative flow.

From auto-messaging to smart scheduling and audience filters, SUBBD eliminates the daily hustle of managing fans manually.

And when it comes to discoverability, SUBBD isn’t powered by engagement algorithms that favor top performers. While Subs offers an “explore” feed and “shows” section, it still relies on centralized curation.

SUBBD takes a smarter approach. AI models like Florence-2 and Tag2Text automatically generate rich, context-aware tags and descriptions. Fans can filter content by mood, setting, or style – whether it’s a “sunset rooftop session” or a “low-light indoor shoot.” No manual tagging required.

Instead of disappearing in a feed, content on SUBBD is searchable, personalized, and matched to fan intent, not just virality.

SUBBD also integrates OpenAI’s Whisper to transcribe voice memos, audio drops, and roleplays. These transcripts can be auto-tagged, summarized, or repurposed, letting creators maximize their spoken content without doing extra work.

The $SUBBD Token Powers a Fully Tokenized Creator Economy

At the core of SUBBD’s Web3 model is the $SUBBD token, which redefines how creators get paid and how fans support them.

No more waiting for payout cycles. With $SUBBD, tipping is direct, instant, and trustless – fans can support creators in real time, and creators receive the full amount immediately.

And that “innovative” one-on-one call feature on Subs? SUBBD already includes video calls and livestreams, with real-time tipping baked in.

The $SUBBD token also unlocks access to pay-per-view content, exclusive drops, and creator subscriptions, creating a fully tokenized monetization loop.

But the bigger shift is ownership. As former OnlyFans CEO Amrapali Gan once said, “Creators are entrepreneurs.” SUBBD takes that seriously, offering not just a platform, but a crypto-native business model creators can control.

Yes, SUBBD charges a flat 20% fee – but unlike traditional platforms, that cut covers the entire ecosystem: infrastructure, AI tools, maintenance, and R&D. No additional fees, no platform-imposed limitations, and no need for third-party managers.

Compared to the 50–70% cut creators often give up on Web2 platforms and agency deals, it’s a different game entirely.

Earn 20% APY and Help Build the AI-Powered Future of Web3 Creators With SUBBD

Whether you’re a content creator or a fan, there’s real utility behind the $SUBBD token. And if you’re an investor, every $SUBBD you hold gives you exposure to the evolution of the creator economy – one that’s being rebuilt with AI and crypto at its core.

The $85 billion creator economy is overdue for a shift toward Web3 and intelligent automation – and $SUBBD is positioned right at that intersection. For those getting in early, the upside could be massive.

Ready to be part of it? Join the SUBBD presale and secure your $SUBBD tokens using ETH, BNB, USDT, or even a bank card.

Just connect your wallet – Best Wallet is the recommended option – and you’ll be set to claim your tokens once the presale ends.

Looking to grow your position? $SUBBD offers a fixed 20% annual percentage yield (APY) with its staking protocol.

Stay plugged in with the community on X, Instagram, and Telegram – and don’t miss your chance to get in before the rest of the market catches on.

The post The Mind Behind the Billion-Dollar Subscription Platform is Back – but Here’s What Creators Actually Want: SUBBD appeared first on Cryptonews.

Expectations for growth this year are soaring for SoundHound AI (SOUN 2.35%). Last year, analysts were anticipating just 30% revenue growth. This year, analysts believe sales could nearly double. Some investors think shares are overly expensive at 36 times sales. But the charts below paint a different picture.

SoundHound AI’s growth could justify the valuation premium

As a pure-play company betting on voice-driven artificial intelligence (AI) applications, SoundHound AI should benefit from a rising tide in AI spending. By 2032, analysts estimate the voice AI market in general could be worth more than $40 billion. For comparison, SoundHound AI’s revenue last year totaled just $85 million.

Image source: Getty Images.

Of course, even high-growth companies can be overvalued. That certainly might be the case with SoundHound AI given shares trade at 36.5 times trailing sales. But this year, analysts believe sales should just by around 96%. Next year’s estimates are much lower, but sales are still expected to grow by nearly 20%. SoundHound AI’s end markets, meanwhile, are expected to grow by roughly 30% annually.

SOUN PS Ratio data by YCharts

For the next five to 10 years, SoundHound AI has an opportunity to grow sales at a double-digit pace. At times, annual sales growth might reach the triple digits. When looking ahead, the initial 36.5 times sales ratio doesn’t look nearly as expensive. Even just factoring in the next 12 months of expected growth, SoundHound AI trades at just 21.9 times forward sales. Add in a few more years of 20% to 30% top-line growth and SoundHound AI’s valuation starts to look fairly reasonable.

There are a lot of risks to this story. SoundHound AI’s relatively small research and development budget might hinder it long-term versus better-financed big tech competitors. And over the short term, fluctuating expectations for growth could have huge effects on the stock price. But if you’re willing to look many years down the road and remain patient, SoundHound AI shares aren’t as expensive as they seem.

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Even while stock markets are mired in uncertainty, AI tokens continue to mount a rebound.

Behind the scenes, the crypto AI sector is exploding after fresh announcements from OpenAI and NVIDIA. Could one brainy meme coin, MIND of Pepe, outthink them all?

NVIDIA and OpenAI Fuel AI Crypto Rally

The AI crypto narrative is heating up again thanks to tech giants pushing new boundaries. Nvidia, the chipmaking giant, announced yesterday that it would be pursuing onshoring key parts of its chipmaking process.

The goal is to produce (at least partially) American-made Blackwell chips. Nvidia has ongoing manufacturing sites and projects in Phoenix, Houston, and Dallas.
In partnership with other major electronics manufacturers like Foxconn, Wistron, and TSMC, Nvidia plans to invest nearly $500B in electronics manufacturing infrastructure in the US.

What’s the half-trillion-dollar goal? To boost American AI infrastructure.

Building next-gen chips to support AI development, in addition to producing AI-capable supercomputers, are key parts of the growing AI ecosystem.

That ecosystem shows no signs of slowing down. OpenAI reportedly plans to unveil a ‘doctorate-level’ AI, a model capable of original research and development. These AIs, dubbed reasoning models, aim to be capable of producing new ideas, not simply compiling existing research or information.

There’s no set date for the newest ChatGPT model, but it follows on the heels of recent upgrades like ChatGPT’s ‘Deep Research’ model.

Crypto AI Tokens Respond with Big Gains

Back in crypto-land, AI coins are starting to dream big. There’s a lot of green among the leading AI crypto, particularly in the seven-day charts.

Some of the biggest winners are Bittensor ($TAO), Internet Computer ($ICP), Render ($RENDER), and Artificial Superintelligence Alliance ($FET). Those last two projects are up 29% and 22% respectively over the past week.

AI-focused crypto projects, even AI agent coins, have so far struggled to break through. But with a strong run of success and a growing wave of investment, could that change? And if it does – will MIND of Pepe be the coin that leads the charge?

MIND of Pepe ($MIND) – AI Agent Made Fun with Advanced Insights and 281% Staking APY

MIND of Pepe ($MIND) brings AI tools to the meme coin masses.

By launching a fully autonomous AI agent on X and empowering it to interact directly with crypto analysts and the blockchain itself, the MIND of Pepe project wants to be the breakthrough AI token the market has been waiting for.

MIND of Pepe is an AI-driven meme project with real analytical power, designed for the culture-rich, info-hungry crypto degen crowd. But it’s more than just one of the best meme coins; there’s true technical innovation behind it.

After the AI agent launches, MIND of Pepe will be able to deliver market analysis and insights exclusively for $MIND token holders. In the meantime, those token holders can enjoy 281% APY on staking rewards during the presale.

Down the road, the MIND agent will be able to deploy its own tokens; a meme coin that makes meme coins, launching them directly on Telegram to the dedicated horde of $MIND holders.

Learn how to buy MIND of Pepe in our guide, and join the $7.9M presale today. Buoyed by AI market growth, we think the $MIND token price could reach $0.00535 by the end of the year.

Visit the MIND of Pepe presale today.

Why MIND of Pepe Could Ride the AI Wave Higher

As big-name AI tokens set new highs, projects that bridge the gap between cutting-edge tech and user-friendly execution are primed to thrive. MIND of Pepe doesn’t just talk AI, it delivers AI in a format people understand as a new memecoin.

Always do your own research. This is not financial advice, and the crypto market remains highly volatile.

MIND of Pepe sits at the sweet spot of hype and substance. Will it become the face of the new AI era?

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Palantir (PLTR -0.22%) has managed to be relatively resilient amid the recent turmoil in the stock market. As of this writing, the stock is up 17% year to date despite pulling back 27% from the all-time high it reached in February.

This is still a premium-priced stock, though. Palantir trades at 158 times this year’s expected earnings and 55 times expected sales. That’s an extremely bullish valuation — and one that looks even pricier considering macroeconomic headwinds could slow the company’s recent momentum.

While there’s no doubt Palantir is an expensive stock by these conventional valuation metrics, there is another indicator that puts the stock’s price tag in a more reasonable light.

Palantir is generating a lot of cash

Even though Palantir stock looks quite expensive on a price-to-earnings basis, there are some good reasons why investors have been willing to pay a premium to own the stock. For example, just take a look at the chart below, which tracks the company’s sales and free cash flow (FCF) over the last year.

Data by YCharts.

For 2024, Palantir generated FCF of $1.14 billion on revenue of $2.86 billion. In other words, the company is generating $0.40 in free cash flow for every $1 in sales recorded. That’s a fantastic margin — and one that looks even better in the context of Palantir’s top line momentum.

Last year, revenue increased 29%, and management projects growth will increase to 31% this year (at the midpoint of the guidance range). The artificial intelligence software provider is posting a FCF margin that would be enviable for a profitable but slow-growing, mature business, but its revenue growth has accelerated for six straight quarters.

With Palantir having established itself as a go-to provider of powerful analytics tools for both commercial and government clients, the company appears poised to maintain its strong growth trajectory. Meanwhile, its strong FCF margin will help Palantir weather any trade war and other macroeconomic risks. In that light, the stock’s price tag isn’t as unreasonable as typical valuation metrics might suggest.

Kyndryl Holdings (KD -10.80%) looks like an expensive stock. The IT infrastructure specialist trades at 61 times GAAP earnings, and its free cash flows have been negative across the past four quarters. That’s a lofty price-to-earnings (P/E) ratio, and many value investors will just walk away from Kyndryl’s recent cash consumption habits.

But then you’re missing the big picture. Kyndryl’s separation from former parent company IBM (IBM -0.91%) left the company with lots of low-margin client contracts, resulting in poor profit margin. The company has been busy restructuring its deals, boosting the profitability of about half its inherited long-term revenue streams in the first three years of standalone operations.

Kyndryl’s financial makeover

That ratio should rise to 90% renegotiated deals by fiscal year 2028. Free cash flow is expected to reach $300 million in 2025, and then triple over the next three years. By then, the sliding top-line revenue should stabilize at mid-single-digit annual growth, setting Kyndryl up to be a shareholder-friendly cash machine with generous buybacks and perhaps a decent dividend, too.

Here’s how Kyndryl’s management likes to visualize these “triple, double, single” ambitions:

Image source: Kyndryl Holdings Q3 2025 earnings presentation.

It all starts with a bit of fancy financial engineering. That’s par for the course, since CEO Martin Schroeter spent 13 years in high-level financial management roles at IBM. Backing away from unprofitable service contracts resulted in falling sales, but it will also generate richer profit margin and direct profit over time.

Exploring Kyndryl’s valuation from a future perspective

Kyndryl’s stock doesn’t look expensive anymore when you account for the company’s long-term profit growth. If the company reaches its $1 billion target for free cash flows in 2028 and the stock stayed flat, Kyndryl would be worth just eight times those estimated 2028 cash flows. The stock price could double from here and still look affordable next to IT management services rivals such as Accenture (ACN 0.11%) and WiPro (WIT 1.77%).

So Kyndryl’s stock isn’t as expensive as it seems. The company is restructuring its order book on a fundamental level, setting investors up for solid long-term returns.