Episode Details

AutoFi | Where AI, Oracles and Automation Meet Featuring Joshua Tobkin
6/21/2025
Empire β†—

Key Insights

Bullish:

  • 🟒 $VERTICALINTEGRATION - Supra advocates for a vertically integrated approach to blockchain architecture, combining Layer 1 functionality with built-in oracle protocol, cross-chain communication, on-chain randomness, and automation. This approach is positioned as superior to modular blockchain designs.
    • β€œOur thesis is basically the opposite of the modular thesis. Ours is the vertically integrated thesis, full vertical integration, single layer one that also has built in Oracle protocol that's very high performing, very secure, cross chain communication, and on chain randomness as well as automation.” - Joshua (2:19)
  • 🟒 $AUTOFI - πŸ”’
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  • 🟒 $THRESHOLDAIORACLE - πŸ”’
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  • 🟒 $SUPRA - πŸ”’
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Bearish:

  • πŸ”» $MODULAR - πŸ”’
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  • πŸ”» $TOXICMEV - πŸ”’
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