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The financial revolution is merging with the cognitive revolution
What a time to be alive
What a time to be alive
4
This month, Cosimo Capital remains at the forefront of the rapidly evolving digital asset landscape. With the market showing renewed strength, particularly as Bitcoin reaches new all-time highs (100k!!), we continue to monitor the broader shifts in technology, finance, and data that shape the future of digital assets.
Our approach to digital asset management emphasizes long-term value creation, centered on innovative blockchain solutions, AI integration, and data liquidity. The growing emphasis on decentralized systems and transparent data infrastructure aligns perfectly with the evolving needs of both the market and our investment strategies.
As we look ahead, the current market momentum reinforces the importance of investing in technologies that not only thrive in today’s climate but also provide foundational support for the future of finance and data ecosystems. Cosimo Capital’s investment philosophy remains focused on identifying key technological shifts that will drive the next wave of growth and impact across industries.
With the continued development of decentralized finance, the rise of AI-driven systems, and increasing demands for more transparent data solutions, the landscape for digital assets has never been more promising. Cosimo Capital is positioned to continue supporting the growth of these transformative technologies, with a clear eye on long-term, scalable success.
I’ve bet my entire career on this man’s vision.
I regret nothing.
I regret nothing.
The Importance of Validators in DeAI Networks
Bittensor’s Yuma Consensus redefines blockchain roles, introducing Proof of Useful Work with miners as producers and validators as quality assessors, creating a new framework for decentralized networks.
Read more on how this innovative incentive design could reshape decentralized networks.
Intelligent Capital Formation and Allocation in DeAI
In the history of blockchain consensus mechanisms, miners and validators have traditionally served as independent actors, performing the primary function of producing tamper-proof blocks on Proof-of-Work and Proof-of-Stake networks, respectively. Bittensor has creatively repurposed these roles within its Yuma Consensus mechanism to introduce a novel class of decentralized network architecture, which I refer to as Proof of Useful Work.Capital formation innovations in crypto over the last decad...
Crypto + AI Agents
At the intersection of AI and crypto, anarchist hacker experiments are redefining boundaries—but most of these projects are uninvestable, risky, and wildly experimental. Still, this chaotic frontier is worth watching for the sparks of innovation it may ignite.
Explore how the chaotic fusion of AI and crypto is driving bold, boundary-pushing innovation
Crypto + AI Agents
Experiments at the edge of AI and crypto are driving attention in unexpected ways. We are seeing a number of experiments at the very bleeding edge where people are building distributed AI systems and giving them access to crypto wallets and infrastructure.
+ Things We're Reading
Monthly compilation of crypto news, analysis, and think pieces.
Things We're Reading - October 2024
Monthly compilation of crypto news, analysis, and think pieces
This past month, at the Web3 & Property Rights Summit in Miami, Cosimo's Luke Besser discussed the $500 trillion opportunity of tokenizing real-world assets.
Moderated by @ErikLaPaglia this sessionexplored how real estate is rapidly moving on-chain and unlocking new value through blockchain.
Watch the full panel interview -
DeAI is in its early days, but we believe "Proof of Useful Work" represents the next meaningful evolution of crypto capital formation. 
This past week at Edge City Lanna in Chiang Mai, @vavesalon presented "Incentive Design in DeAI."
Thanks to @trentmc0 from @oceanprotocol…
This past week at Edge City Lanna in Chiang Mai, @vavesalon presented "Incentive Design in DeAI." Thanks to @trentmc0 from @oceanprotocol…
Own a piece of Cosimo's Crypto Journey - Thanks to paragrah.xyz this newsletter is an NFT, Click below to collect yours -
"Learning never exhausts the mind." Leonardo da Vinci
At Cosimo Capital, we don’t just adapt to the evolving financial landscape—we shape it. By strategically investing & building in core technologies and digital assets, we ensure you're not just prepared for the future but poised to lead it.
To learn more and access our private insights and recommendations, please contact luke@cosimo.fund
Cosimo Capital
Cosimo is a digital asset management company based in Chicago
Disclaimer: This newsletter is intended solely for informational purposes. It does not constitute investment advice or an offer to sell securities. The insights and projections are based on current data and are subject to change. Past performance is not indicative of future results. Please keep contact us with any questions.
