All right, everybody. Welcome back to your favorite podcast, the AllIn podcast. Today we have a conspiracy corner episode for you.We're going to go over the 9/11 inside job. We're going over flat earth, JFK assassination. It's going to be all conspiracy all the time after our amazing blockbuster episode during Ski Week.We're going all conspiracy here. Our guest today, Alex Jones. >> How many views did it get.Nine views. I mean, it's tough when you have one out of four besties. It doesn't Michael Tracy is on ...

编者按：最近，独立研究机构 Citrini Research 提出一个"未来回顾式"的经济思想实验：如果未来几年人工智能（AI）技术不仅实现了所有预期，而且极致 地推动了生产率，经济真的会更繁荣吗？ 他们的回答是：不一定——甚至可能引发经济与金融体系的系统性危机。 发布推文已经有近2800万阅读。大众对于AI替代人类的排斥感与金融精英对结构性风险的担忧正在合流。 首席在昨天的推文里简要阐述了一下报告的主要观点，并请用户们做了一个简单的投票，结果如下： | Al+机器人会带来经济繁荣吗? 单选 | | | --- | --- | | 会提升人类的平均收入 | 48票 15% | | 会降低人类的平均收入 | 104票 33% | | 不好说,看Al能否达到人类智能 | 60票 19% | | 人会背锅, Al永远不会 | 54票 17% | | 未来人类可以自由选择是否需要工作,生存物资取之不尽了。 | 51票 16% | 回顾过去半个多月，从MiniMax与智谱AI市值在港股迅速逼近甚至超越快手、京东、携程开始，市场已清晰感知到一场不只是"技术突破"的资本重估。中 国以春节联欢晚会为代表，将AI推向全民叙事； ...

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Group 1 - The core argument of Citrini Research's post is that AI agents could potentially disrupt traditional payment networks by rerouting transactions to stablecoin systems, which may eliminate interchange fees [2] - Following the release of this scenario, major companies in the payment processing sector, including Mastercard, Visa, and American Express, experienced stock declines ranging from 4% to 6% [3] - The analysis emphasizes that issuers, rather than payment networks, are the more vulnerable entities in this scenario, as the majority of interchange fees are collected by issuers and intermediaries [4] Group 2 - The economic rationale behind the shift towards stablecoins is that AI agents will prioritize cost efficiency, leading to a preference for cheaper transaction methods, which could significantly impact traditional interchange fees [5] - The transition towards software-controlled transactions is expected to reshape transaction economics, as companies explore stablecoins and alternative payment rails to achieve cost savings, particularly in low-margin sectors [6]

2028 年全球情报危机 --- THE 2028 GLOBAL INTELLIGENCE CRISIS substack.com/home/post/p-188821754 Substack Preface 序言 What if our AI bullishness continues to be right...and what if that's actually bearish? 倘若我们对人工智能的乐观情绪持续正确 …… 而这种 " 正确 " 本身反而预示着悲观前景，又当如 何？ What follows is a scenario, not a prediction. This isn't bear porn or AI doomer fan-fiction. The sole intent of this piece is modeling a scenario that's been relatively underexplored. Our friend Alap Shah posed the question, and together we brainstormed the answer ...

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Update: Feb. 25, 2026: Bloomberg News reported Tuesday that the fintech Stripe may be interested in buying PayPal, or some of its assets. A spokesperson for Stripe declined to comment. -------------------------------------------------------------------------- There aren’t many companies in the payments sphere that could digest a $40-billion market-cap company lik ...

Core Viewpoint - The ongoing tech sell-off in the U.S. is significantly influenced by developments in AI, with IBM experiencing its steepest drop in history, reflecting broader market concerns about the tech sector's sustainability amidst AI advancements [1][5]. Group 1: Market Dynamics - The tech sector is under pressure, with a notable sell-off driven by fears that AI advancements are cannibalizing traditional tech stocks [2][3]. - FAANG ETFs and software stocks like Salesforce and Adobe are among the first to feel the impact, indicating a broader trend of U.S. investors divesting from tech [3][9]. - The consumer discretionary, tech, and financial sub-indices of the S&P 500 remain negative year-to-date, highlighting the rapid growth of investor fears [9]. Group 2: AI Developments - IBM's recent price action is linked to the emergence of AI programs like Anthropic's 'Claude,' which are seen as potential competitors to existing software solutions [5][9]. - Agentic AI, which can autonomously create code and fulfill roles traditionally held by humans, poses a significant threat to companies like Adobe and Salesforce, potentially reducing their revenue from SaaS contracts [6][9]. - The speculative nature of AI's impact on the economy is underscored by a report suggesting that AI could lead to a 'Ghost GDP,' where economic activity does not translate into consumer spending [14][15]. Group 3: Speculative Insights - A speculative blog post titled "The 2028 Global Intelligence Crisis" has contributed to market panic, suggesting that AI disruption could lead to a collapse in labor GDP and the mortgage market [11][12]. - The report's narrative resonates with existing market fears, indicating a consensus view among investors regarding the potential negative implications of AI on the economy [12][15]. - The concept of a 'Ghost GDP' suggests that while investments in AI may increase, they do not benefit the workforce, leading to decreased consumer spending and economic downturn [14][15].

In a Sunday macro note framed explicitly as a thought exercise, Citrini Research modeled a speculative scenario in which AI-driven commerce structurally undermines card network economics. Interchange in the CrosshairsThe central payments argument: AI agents optimizing consumer transactions around the clock would eventually identify the 2-3% card interchange rate as an obvious cost to eliminate. “Once agents controlled the transaction, they went looking for bigger paperclips,” wrote Citrini. In the scenario, ...

Pay directly with stablecoins using OKX Card — anywhere Mastercard is accepted. Plus, earn up to 20% cashback this month!Now live in Europe. https://t.co/KiVkfcDAkd ...

Mastercard's growth potential is highlighted by a stock price growth potential of 26.71%, indicating strong market confidence.The company's Piotroski Score of 8 underscores its robust financial health and operational efficiency.With a target price set at $667, Mastercard presents a substantial upside, making it an attractive investment opportunity.Mastercard Incorporated (NYSE:MA) is a global technology company in the payments industry. It connects consumers, financial institutions, merchants, governments, ...