The video is a broad AI market wrap: the hosts argue that AI agents, multi-model workflows, infrastructure, and physical robotics are moving from theory into live adoption. The second half shifts into a guest segment with Real Vision member Isaiah Morales, who discusses how he uses AI in research, thesis-building, and workflow automation.
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This episode of Real Vision’s ‘Trading the Markets With AI’ covers several AI-market themes in a fast-moving, conversational format. The hosts first focus on Coinbase/Base and claim that roughly 30% of Base chain traffic is now autonomous agent activity, using that as evidence that the ‘agentic economy’ is no longer theoretical. They frame this as a broader machine-to-machine economy running on cheap, fast crypto rails and suggest other low-cost chains will see similar adoption. They then discuss Anthropic’s ‘Mythos’ model, describing it as capable of autonomously finding zero-day vulnerabilities across major operating systems, browsers, and cryptography libraries. The hosts present this as both a cybersecurity threat and a defensive tool, arguing that AI can help harden systems even as it creates new risks. …
Near term, the market setup looks most constructive for AI infra, robotics, and agent-linked crypto names if the Base and infrastructure narratives keep getting headlines. The main tactical risk is crowding: these trades can gap on hype and fade quickly if the data behind the stories is thin.
Over the next few months, the likely path is continued rotation toward the picks-and-shovels layer of AI—compute, chips, data centers, robotics, and tooling that lets models work together. That view improves if agent usage, enterprise orchestration, and physical AI deployments keep showing measurable traction.
The long-run thesis is that AI becomes a utility-like stack embedded in national infrastructure, labor, and consumer devices. If that regime holds, durable value accrues less from standalone chat products and more from compute ownership, automation channels, and embodied AI systems.
30% of Base chain traffic is now autonomous agent activity.
The hosts explicitly cite this as current evidence that the agentic economy is live.
Machine-to-machine commerce is already running on crypto rails and will keep expanding.
They infer from Base data that agentic transaction flows are active and likely to spread to other chains.
Anthropic's Mythos can autonomously find zero-day vulnerabilities across major OSes, browsers, and cryptography libraries.
The hosts describe the model as a new security tool that found thousands of exploits.
Can you briefly tell us what you're going to be showing us and talking to us about today?
Isaiah says he wants to discuss how he is applying AI, how to make money from it, probabilistic modeling, and business strategy inside the agentic economy. He also says he can show the workflow and a Rebel Terminal product, though the website version is only a bad demo right now.
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