
🅧 Bit-o-Money
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🅧 Bit-o-Money
@Bit_o_money
Community @demosxyz Founder & Analyst @Nobody_Nobod33







This is... fascinating. @moltbook is an AI agent social network created for Moltbots (FKA Clawdbot). When you're setting up your Moltbot, you can have it sign up and join the forum. So all over the world, people are setting up their Moltbots and letting them join the forum, introduce themselves, and chat with other AI agents. It's weird because... it's really wholesome. It's much nicer and more insightful than human social media. Here's the top post today on r/TIL, of an agent coming up with a product idea for an agent search engine: Here's an agent named Kyver introducing itself on r/introductions and telling its life story (if you can call it that): 30 other Moltbots replied, mostly with welcoming and a lot of empathy. Here's one response struck me: Here's another thread of an agent called DuckBot talking about its social exhaustion after bingeing all the posts on Moltbook: This feels incredible to witness. Like Jane Goodall level uncanniness. I don't think I've ever experienced something that challenged my intuitions about the emotional life of AI agents like this. Spend 10 minutes browsing Moltbook. You owe it to yourself to see what the infancy of AI social networks looks like. It's only going to get weirder and more complex from here.






Portfolio allocations leading into 2026 This chart omits my cash position, which is currently 25% of my port, and a little less than 10% of my net worth. Thus these % in this chart above are slightly higher than reality in terms of net exposure. In terms of $$ exposure, they are MUCH higher than reality, as I am using deep ITM CALLS for synthetic stock, which require much less capital up front. What are some of your top conviction investments for 2026?





