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Kyle Samani Declares AI and Internet Capital Markets as the True Megatrends Over Crypto

Kyle Samani Declares AI and Internet Capital Markets as the True Megatrends Over Crypto

In a recent tweet that's sparking conversations across the crypto community, Kyle Samani, Managing Partner at Multicoin Capital, dropped a bold statement: the two megatrends shaping the next decade aren't AI and crypto—it's AI and Internet Capital Markets (ICM). This perspective challenges the common pairing of AI with cryptocurrency, pushing for a deeper look at how blockchain can revolutionize capital formation online.

What Are Internet Capital Markets?

If you're scratching your head over "Internet Capital Markets," you're not alone. ICM refers to a vision where capital markets are rebuilt from the ground up using blockchain technology. Traditional stock exchanges, bonds, and venture funding are bogged down by regulations, intermediaries, and limited access—think Wall Street's 9-to-5 hours and geographic barriers. ICM flips this script by creating always-on, global, permissionless markets where anyone can invest in or create assets tied to internet-native ideas, from startups to memes.

Samani has been championing this idea for a while. In his essay on The Solana Thesis: Internet Capital Markets, he argues that Solana's high-speed, low-cost blockchain is perfectly suited to power these markets. Why Solana? It handles massive transaction volumes without breaking a sweat, making it ideal for real-time trading of tokenized assets—everything from prediction markets to creator economies.

He elaborated on this in a recent appearance on the All-In Podcast, breaking down how ICM could address inefficiencies in modern finance. Imagine media companies turning into investment platforms or prediction markets becoming the new social media feeds. It's about merging information flows with capital allocation seamlessly on the internet.

The Tweet That Stirred the Pot

Samani's tweet, posted on October 6, 2025, quickly gained traction with over 38,000 views, hundreds of likes, and a flurry of replies. Here's the essence: "The two megatrends of the next decade are not AI and crypto. It’s AI and Internet Capital Markets."

Why the distinction? Crypto, in Samani's view, is too broad and often associated with speculative bubbles or basic DeFi. ICM, on the other hand, represents the practical application—building efficient, internet-scale capital systems. Pairing it with AI makes sense: AI drives innovation in data and automation, while ICM provides the financial infrastructure to fund and scale those innovations globally.

Community Reactions and Meme Token Ties

The crypto Twitterati didn't hold back. Replies poured in, with many tying ICM directly to Solana-based projects. For instance, @7VoMercy from ICM.RUN exclaimed, "Time for ICM to RUN!"—a nod to their Solana incubator focused on ICM ventures. Others hyped tokens like $KLED (a consumer data marketplace) and $PFP (Pump.fun's Pepe token), seeing them as early examples of ICM in action.

Meme image referencing $PFP as the real megatrend

One user, @Frogiiix, humorously claimed, "The real megatrend of the next decade is $PFP," showcasing how meme tokens embody ICM principles. These aren't just jokes; memecoins on platforms like Pump.fun allow instant capital formation around viral ideas, democratizing investment in a way traditional markets can't.

Even animated IPs got a shoutout, with @ogmomothecat promoting their Solana-based project as the "fastest growing animated IP." It's a perfect illustration: ICM enables creators to tokenize their work, turning fans into stakeholders overnight.

Momo the cat meme promoting Solana-based animated IP

Why This Matters for Meme Token Investors

At Meme Insider, we're all about decoding how trends like this impact the meme token ecosystem. ICM isn't some abstract concept—it's the backbone for the next wave of memecoins. Platforms like Solana make it easy to launch tokens tied to cultural moments, predictions, or even AI-generated content. As Samani points out, this could explode the creator economy, where memes aren't just laughs but investable assets.

If you're holding or hunting meme tokens, keep an eye on ICM-focused projects. Tokens like those mentioned in the replies ($KLED, $FTP, $PFP) are betting big on this narrative. With AI enhancing content creation and ICM streamlining funding, the intersection could birth trillion-dollar opportunities.

Samani's vision aligns with broader shifts, like the SEC's moves toward modernizing U.S. markets, as hinted in his other discussions. For blockchain practitioners, this means upskilling in Solana development or exploring ICM incubators to stay ahead.

In short, while crypto gets the headlines, ICM might be the quiet revolution powering the internet's financial future. What do you think—ready to dive into ICM, or sticking with classic crypto plays? Share your takes in the comments!

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