Trump publicly stands for "super intelligence" at the United Nations General Assembly, opposing any global-level AI control arrangements, even claiming to replace "artificial intelligence" with "super intelligence" in official U.S. documents. In the same instance, he expressed optimistic expectations for the U.S.-Iran agreement and peace between Russia and Ukraine. Spot gold subsequently fell nearly $20 from a high to about $4319 per ounce, as the market temporarily weakened the geopolitical risk premium. Almost simultaneously, Andreessen Horowitz launched the Horowitz Andreessen Academy aimed at high school graduates and college dropouts, offering free housing, computing power, and travel, all to expedite the creation of the next batch of AI product developers. Meanwhile, the issuance platform Flap moved the pre-market token pool of Anthropic and Kalshi on-chain, built by OpenStocks and Paimon Finance, dividing previously unlisted technology and predictive assets that were only open to institutions and accredited investors into tradable token shares. These three events point to the same macro variable combination: a more "hands-off" approach towards AI policy, a temporary calming of market pricing for geopolitical conflicts, and a continued tokenization and restructuring of investment and financing channels for tech assets. The main judgment emerging from these layers is that around 2026, on one side, the AI narrative will be reinforced by political discourse and VC capital, and on the other, the tail risks of wars and sanctions will be periodically downplayed, often raising risk appetites for high-beta on-chain assets and reshaping the diversion pathways of global funds between "U.S. stock technology - on-chain technology tokens - over-the-counter pre-market tokens."

Trump Encourages Super Intelligence at UN

At the United Nations General Assembly, Trump openly opposed any attempts to control artificial intelligence globally, declaring that the U.S. will "encourage super intelligence rather than limit it," and proposed renaming "artificial intelligence" to "super intelligence," claiming that U.S. documents would adopt this terminology. Although there are currently no accompanying formal executive orders or policy texts, this "accelerate rather than tighten" signal released at a multilateral venue directly rewrites market expectations about the U.S. AI regulatory path: on one side, regions like Europe push for stricter regulatory frameworks, while the U.S. president emphasizes independently advancing AI development and rejecting uniform constraints on the global stage. The result is investors adjusting their models to lower the probability weight of "global unified strong regulation" while raising the scenario of "the U.S. continuing to let technology accelerate."

This expectation adjustment first reflects in the tech risk premium—historical experience shows that easing regulatory pressure often opens up valuation space for the Nasdaq and high-growth tech stocks, while some institutions have long viewed AI concept stocks and on-chain tech tokens as part of the same "high-growth technology risk asset" basket. Trump's statement, due to the lack of implemented policy, can only be seen as a catalyst at the discourse level: it enhances the imagination of U.S. tech acceleration but does not change the real compliance costs for businesses. However, for the crypto sector, this is enough to drive a round of emotional overflow—AI-themed funds are more willing to rotate horizontally among "U.S. stock technology - on-chain AI concepts - mainstream coins," adding a layer of "technology growth expectation repricing" risk appetite to major assets like BTC and ETH, rather than being viewed as any direct policy boon. Therefore, what the market really needs to track is whether this kind of discourse encouraging super intelligence can further translate into specific regulatory exemptions or budget support, rather than just remaining at the level of short-term risk reassessment brought on by a speech at the General Assembly.

U.S.-Iran Easing Expectations Suppress Gold's Safe-Haven Appeal

At the same time that "super intelligence" took center stage at the UN and tech risk preferences were being repriced, Trump sent the market another key signal in the same speech: geopolitical conflicts "will come to a close." He publicly stated that the U.S.-Iran agreement "will be reached one way or another," repeatedly urging Iran to negotiate, even naming a timeline post-midterm elections when the U.S. and Iran will reach an agreement; regarding Russia and Ukraine, he similarly claimed that a peace agreement would be achieved. For traders, this is not abstract diplomatic rhetoric but a direct markdown of "tail risks," resulting in a revaluation of traditional safe-haven assets like gold, which are fundamentally underpinned by geopolitical tension premiums—spot gold fell nearly $20 shortly after this statement, dropping to about $4319 per ounce, as the geopolitical risk premium was compressed into a long upper shadow on the trading table.

As gold's safe-haven role is weakened and the yield-risk ratio no longer appears favorable, funds are naturally compelled to seek carriers of risk appetite. In past rounds of macro and geopolitical shocks, crypto assets have proven to be highly volatile and high-beta, grouped together with the tech growth sector. As safe-haven demand decreases and risk appetite increases, some funds that were previously allocated towards gold or cash positions will be more willing to switch between "equity-based tech risks - on-chain high-volatility assets - mainstream coins." The issue is that Bitcoin's narrative itself is mixed: it is packaged as "digital gold" while in actual trading, it embodies high leverage and high volatility risk asset attributes. At the moment Trump releases U.S.-Iran and Russia-Ukraine peace expectations, this duality of narrative is being re-split—the market is more inclined to price BTC as part of the tech risk basket rather than as a safe-haven asset, allowing it to attract more high-risk funds exiting from safe-haven assets during a phase of gold correction and declining geopolitical premiums.

a16z AI Talent Academy Reshapes On-chain Innovation Supply

As the market began to reclassify BTC and ETH into the "tech risk basket" for pricing, the supply-side narrative was also being rewritten in tandem. Andreessen Horowitz announced the launch of the Horowitz Andreessen Academy, directly targeting high school graduates and college dropouts to teach them to create AI products—completely for free, including housing, computing power, and travel paid for by the fund. This is not an ordinary training program; it is VC extending its reach directly to the source of talent, bypassing traditional university systems, using project-based methods to lock in "the next developer group" into their capital network. a16z has long been deeply engaged in AI and crypto; this academic initiative is akin to embedding future AI + on-chain entrepreneurs within their post-investment ecosystem.

For crypto, what is more critical is how this "fully inclusive" incubation redefines entry barriers. Students in the academy not only master the mainstream AI technology stack but also learn from the outset how to craft financing narratives around product design, how to connect with funds, and how to select infrastructures, which will significantly shorten their transition path from "AI developer" to "on-chain creator." When they turn models, agents, and data services into applications, they will more naturally integrate identity verification, transaction settlement, and revenue distribution onto the chain, facilitating AI-driven automated strategies, intelligent analysis tools for on-chain data, and more complex DeFi automated structures. In past cycles, the expansion of hackathons and incubators has always preceded the outbreak of new sectors, and this time a16z is directly establishing the academy at the edge of the AI talent pool, suggesting that the innovative supply combining AI and crypto in the future will be structurally enhanced, providing thicker valuation support and wider narrative space for BTC, ETH, and associated sectors around the AI narrative.

Flap Lists Anthropic Pre-Market Technology Asset Tokenization

While Trump elevated "super intelligence" to the discourse center of the UN General Assembly and VCs directly connected to the AI talent pool through the academy, Flap quietly undertook a more direct influence on on-chain funding structure: it introduced a pre-market token pool supported by OpenStocks for Anthropic while also listing a pre-market token supported by Paimon Finance for Kalshi. Technology companies like Anthropic, focused on AI safety and large models, could previously only raise funds through private equity from institutions and a few accredited investors, and their early growth was almost insulated from global retail and on-chain funding. Now, the pre-market tokens have divided this originally closed equity expectation into tradable token fragments, directly moving them on-chain, allowing investors to bet on its future in the secondary market using wallets even before the company goes public; AI technology assets can now tap into public liquidity curves ahead of private market approximations.

The macro implications of this step are not merely the addition of a few new tokens; rather, the investable universe of crypto assets has been expanded towards "unlisted tech stocks": funds that originally could only allocate tech risks and liquidity between BTC, ETH, and on-chain assets pegged to the dollar now have the opportunity to treat pre-market tokens like those of Anthropic as purer AI beta or high-leverage tech factors. The extension of private tech assets to on-chain introduces new collateral and trading pairs for DeFi and secondary markets; part of the capital that initially took positions in BTC and ETH to bet on "tech growth" is now turning to use BTC and ETH as financing legs while also layering on trades that go long on pre-market tokens like Anthropic; on-chain dollar-denominated assets are increasingly taking on settlement and margin roles. During the phase of heightened AI narratives, the incremental funds might bypass traditional mainstream currencies and directly chase the expected explosion of pre-market tech tokens; during a retreat in risk sentiment, the deleveraging of pre-market tokens might conversely compress the valuation support for BTC and ETH. For macro traders, this batch of pre-market tech asset pools from Flap is not just a new story but rather a formal embedding of previously distant tech equity risks into the crypto market pricing chain, implying that in the future, the tech risk premium in the crypto market will increasingly depend on the performance of on-chain pre-market assets and the rhythm of capital rotation.

On-chain Trading Under AI Narrative and Geopolitical Easing

Trump publicly encourages "super intelligence" at the United Nations, simultaneously releasing optimistic expectations for agreements between Russia and Ukraine as well as the U.S. and Iran, compounded by spot gold’s nearly $20 drop to about $4319 per ounce post-speech, marking a macro combination where geopolitical risk premiums are being temporarily depressed, and AI policy expectations lean towards leniency. Meanwhile, a16z pushes forward the completely free Horowitz Andreessen Academy, channeling computing power, housing, and travel to the source of AI talent, while Flap launches with support from OpenStocks and Paimon Finance for the pre-market token pools of Anthropic and Kalshi, bringing unlisted technology and predictive assets on-chain. These seemingly disparate threads intersect at the turning point around 2026, as global funds begin pricing BTC, ETH, and AI narrative tokens using a "liquidity + tech growth + geopolitical risk" bundled perspective: the easing of geopolitical tensions and gold corrections enhance overall risk appetites, AI is simultaneously elevated by political discourse and VC capital, pushing the weight of tech assets higher in the portfolio, which then redistributes on-chain funds among mainstream assets like BTC and ETH and new tech and pre-market tokens, with part of the funds using BTC and ETH to capture macro liquidity as a high beta bet while others chase the growth premium of pre-market tech tokens like Anthropic. Moving forward, it is crucial to monitor three main lines: whether U.S. AI regulation genuinely implements the notion of "encouragement rather than restriction," whether the situations in Russia-Ukraine and U.S.-Iran move towards the easing path as Trump described, and the real participation level of AI projects from the a16z academy and the scale of on-chain funding with Flap's pre-market token pools. Only under the premise that all three of these variables—policy, geopolitics, and capital—are simultaneously validated, can the current round of BTC, ETH, and AI token pricing structures driven by the narrative of "super intelligence" evolve into a new long-term trading paradigm.

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