• AI ROLLUP #9: $6M DeepSeek Shocker | $500B AI Push | Venice’s Billion-Dollar Airdrop | Solana DEX Record
    Jan 30 2025

    Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.

    On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.

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    ------
    TIMESTAMPS & RESOURCES

    0:00 China & DeepSeek

    12:43 Why Markets Rattled
    https://en.wikipedia.org/wiki/Jevons_paradox

    24:32 OpenAI & Perplexity Agent Products
    https://x.com/OpenAI/status/1882509286439637448
    https://x.com/perplexity_ai/status/1882466239123255686
    https://x.com/sama/status/1884066337103962416

    34:12 AI Agent Chain Wars

    39:42 Virtuals is expanding to SOLANA!
    https://x.com/virtuals_io/status/1883107553183162507
    https://x.com/state_of_mika/status/1883107601183048078
    https://x.com/vaderresearch/status/1883597990830731678
    https://www.lookonchain.com/articles/1035

    53:01 AIXBT is becoming a product
    https://x.com/aixbt_terminal/status/1882755705586982969

    56:01 VeniceAI launches a token that pays for your agent’s expenses
    https://x.com/askvenice/status/1883925135825990091
    https://x.com/iampaulgrewal/status/1884051994324947001

    1:03:13 Griffain now has a Shopify integration for their agents
    https://x.com/griffaindotcom/status/1883230795764322328

    1:05:22 ARC partnered with Solana
    https://x.com/arcdotfun/status/1884325639047819476

    1:06:36 Ai16z $10M x Jupiter Fund & Rebrand?
    https://x.com/shawmakesmagic/status/1883124194013319340
    https://x.com/shawmakesmagic/status/1884376511391674742

    1:08:45 What is Ejaaz paying attention to?

    1:10:02 Closing & Disclaimers

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures ⁠

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    1 hr and 11 mins
  • DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
    Jan 28 2025

    China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffery Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.

    • Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda
    • Jeff on X: https://x.com/doodlestein

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    ------
    TIMESTAMPS
    00:00 Start
    05:20 Intro To Jeff
    07:27 The Issue With DeepSeek
    16:00 Inference Compute Explained
    24:51 Nvidia's Competition
    29:14 DeepSeek's Impact On Valuations
    36:46 Criticism Around Jeff's Thesis
    44:17 DeepSeek's 45x Upgrade
    51:30 The Transformer Explained
    01:03:15 Why Is Everyone Shocked?
    01:12:07 Synthetic Data
    01:21:30 Why Jeff's Article Went Viral


    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

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    1 hr and 29 mins
  • Superagency: The Bull Case for AI | Reid Hoffman
    Jan 27 2025

    In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.

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    ------
    TIMESTAMPS

    00:00:00 Intro
    00:09:10 Is superagency a superpower?
    00:11:09 How to identify a humanoid AI agent?
    00:13:28 Which people will get this AI superpower?
    00:17:22 Propagation of AI
    00:18:47 AI religions
    00:24:31 Zoomers are e/acc?
    00:25:56 Thoughts on Gloomers
    00:29:09 Mainframe computers' relation with today's AI
    00:37:03 Negative and positive impacts of AI
    00:50:28 Benefits of AI to the average citizen
    00:52:58 What if AI misuses/sells our data?
    00:59:31 How AI will deliver value worth millions
    01:02:17 Why innovation is safety
    01:05:59 AI choices shaping our freedom?
    01:10:07 America’s approach towards AI
    01:12:27 Is AI overhyped?
    01:14:05 Closing & Disclaimers

    ------
    RESOURCES

    Reid Hoffman
    https://x.com/reidhoffman

    Blitzscaling
    https://www.blitzscaling.com/

    Super Agency
    https://www.superagency.ai/

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

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    1 hr and 8 mins
  • ROLLUP: Trump's Massive Memecoin | Ethereum Ecosystem Drama | Ross Ulbricht Freed | Phantom Wallet Worth $3B?
    Jan 24 2025
    In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts! ------ 📣 0x | Start building with 0x v2 https://bankless.cc/0x ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/21?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00:00 Intro 00:02:30 Markets https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B 00:06:08 ETF Flows https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d 00:11:19 Trump Memecoin https://x.com/realdonaldtrump/status/1880446012168249386 00:14:10 Melania Token https://x.com/MELANIATRUMP/status/1881087523847593995 00:20:53 World Liberty Financial Bids https://x.com/worldlibertyfi/status/1881457386671464804 00:26:06 Ross Ulbricht Freed https://x.com/WatcherGuru/status/1881932492170760674 00:31:08 Politics and Agencies https://x.com/DegenerateNews/status/1881760858508062898 https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025 00:35:53 Brian Armstrong Expectations https://x.com/AltcoinDailyio/status/1880348843772113061 00:40:15 Trump Effect Kicking In https://x.com/BitcoinMagazine/status/1880299698038493400 https://x.com/Cointelegraph/status/1881688751602286740 00:47:35 What’s Going On In The EF? https://x.com/vitalikbuterin/status/1880635379771904423 https://x.com/VitalikButerin/status/1880723497393201460 00:56:19 EF Leadership Drama https://x.com/dannyryan/status/1879705279761178690 https://x.com/VitalikButerin/status/1881680518934384676 01:06:37 SEC Charges Digital Currency Group https://x.com/tier10k/status/1880299710495486365 01:07:25 Circle Introduces USDC Paymaster https://x.com/circle/status/1882428077537386502 01:07:41 Phantom Raised $150M Series C https://x.com/phantom/status/1880018917068009527 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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    1 hr and 11 mins
  • AI ROLLUP #8: $500B AI Boost | Trump’s $70B Memecoin Frenzy | 400K Onboarded | Agent Framework Wars
    Jan 23 2025

    Ejaaz is back with David to unpack the whirlwind effects of President Trump’s $70B memecoin launch, which slammed 400K fresh users onto Solana and shattered revenue records in under 30 hours. Meanwhile, a $500B federal boost to AI—backed by OpenAI and SoftBank—has everyone on edge about how crypto’s AI agent economy might ride this newfound momentum.

    On the protocol front, Arc’s Rake framework and AI16z’s curated Eliza ecosystem are both stepping up, incubating projects like SoulGraph and Listen that promise a more user-friendly DeFAI future. Virtuals keeps shipping at breakneck speed too, testing new multi-chain waters, instituting a bold buyback, and hinting at metaverse collabs that could reshape gaming for good.

    From automated DeFi positions and trading dashboards to fully autonomous NPCs that commentate (and maybe soon play) your favorite games, the lines between AI and crypto are getting blurrier—and more exciting—by the day. Buckle up as the AI agent revolution continues to redefine what “on-chain” can really mean. Ready for the ride?

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    -----
    TIMESTAMPS & RESOURCES

    0:00 Intro

    0:50 Trump’s Memecoin & $MELANIA
    https://x.com/cryptopunk7213/status/1880974772990832780
    https://x.com/DiamondHandsDig/status/1880979832445780107

    13:52 The Stargate Project…$500B AI U.S. Investment & OpenAI Agents
    https://x.com/OpenAI/status/1881830103858172059
    https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents

    23:09 Virtuals goes multi-framework
    https://x.com/virtuals_io/status/1881340149503857151
    https://x.com/NickDGarcia/status/1880275667809374597

    30:54 Indie.fun
    https://x.com/indiedotfun/status/1879518209293918434

    36:16 First AI Agent DOTA2 Stream
    https://x.com/ethermage/status/1879900384019517522

    38:39 Agent tank demo of agent performing TA on a chart
    https://x.com/AgentTankLive/status/1881786054593925159

    42:22 Ai16z demo day
    https://x.com/0xwitchy/status/1880244340561441238

    46:44 ARC announces initial agent projects launching on its framework RIG, soulgraph
    https://x.com/LiquidLizard_/status/1880068692261675228

    1:00:20 AI Agent Playground Grows
    https://x.com/nifty_island/status/1880258049149128749

    1:03:19 Closing & Disclaimers

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures

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    1 hr and 5 mins
  • LIVE: Trump Pardons Ross Ulbrict, TRUMP Offical Memecoin, SEC's Pro-Crypto Pivot | Alex Thorn
    Jan 22 2025

    Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack all the craziness that's gone down this week around the inauguration. Alex had the opportunity to attend the Crypto Ball and spend the weekend in DC so he gives us the inside scoop among all the other exciting developments.

    Alex on X - https://x.com/intangiblecoins

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    ⚖️ ARBITRUM | SCALING ETHEREUM
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    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐 CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🎮RONIN | THE FUTURE OF WEB3 GAMING
    https://bankless.cc/Ronin

    -----
    TIMESTAMPS

    00:00 Inaugration Recap
    04:23 Ross Ulbricht Is Free
    20:42 TRUMP Token Launch
    37:27 The Crypto Ball
    44:00 Pro Crypto SEC
    50:05 Tornado Cash Updates

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

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    1 hr and 10 mins
  • BlackRock's Crypto Plans for 2025 | CIO Samara Cohen
    Jan 20 2025

    In this episode of Bankless, Samara Cohen, BlackRock's Chief Investment Officer of ETFs and Index Investments, discusses how ETFs and blockchain are revolutionizing finance. We explore Bitcoin and Ether ETFs as bridges between crypto and TradFi, blockchain's role in market modernization, and how ETFs enhance transparency and diversification. Cohen also shares insights on upcoming regulations and the importance of education in driving crypto adoption.

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    ⚖️ ARBITRUM | SCALING ETHEREUM
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    🌐 CELO | BUILD TOGETHER AND PROSPER
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    🎮RONIN | THE FUTURE OF WEB3 GAMING
    https://bankless.cc/Ronin

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    ------
    TIMESTAMPS

    00:00:00 Intro
    00:06:59 Role of Market Modernizer
    00:09:12 Blockchains and ETFs Future
    00:12:54 "Blackrock" Blockchain?
    00:16:09 ETF Progress Check
    00:19:22 Bitcoin & Ether ETFs Updates
    00:24:08 Blackrock on Cryptos/ETPs
    00:27:47 Blackrock's Research Audience
    00:29:26 2025 ETF Predictions
    00:33:21 Blackrock's Effect on Options
    00:36:06 Options Unlock Opportunities
    00:40:28 "Price is Best Marketing"
    00:42:42 Upgrading ETF Protocols
    00:44:49 Blackrock’s Other ETFs Plan
    00:54:11 New Administration Impact
    00:58:11 Blackrock's 2025 Outlook
    01:00:30 Digital Assets & ETF Teams
    01:03:33 Samara's Next Guest
    01:05:55 Samara on 2025 Excitement
    01:09:02 Closing & Disclaimers

    ------
    RESOURCES

    Samara Cohen
    https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/

    Black Rock Research Paper
    https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures ⁠

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    1 hr and 4 mins
  • ROLLUP: 2025 Market Outlook | Inauguration Impact | Gary Gensler's Parting Gift | Sony Censors Ethereum?
    Jan 17 2025
    This week’s episode dives into the evolving landscape of crypto as we approach a new administration. We discuss Donald Trump’s upcoming presidency and what it could mean for markets, analyze the recent market turmoil despite positive economic indicators, and break down the SEC’s case against Elon Musk. We also explore Sony’s controversial L2 launch and Tether’s move to El Salvador. Finally, some an exciting new privacy tool teams up with Coinbase. ------ 📣 0x | Start building with 0x v2 https://bankless.cc/0x ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/17?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00:00 Start 00:02:34 Markets https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html 00:11:45 Strong Jobs Report https://imgur.com/MxHgOOe 00:18:28 SEC Sues Elon Musk https://x.com/WatcherGuru/status/1879305674594865284 https://x.com/elonmusk/status/1879322286291054653 https://x.com/GOPMajorityWhip/status/1879319142303498579 https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification 00:29:26 3 Days Until Trump Takes Office https://x.com/Polymarket/status/1879957585748734158 https://blockworks.co/news/trump-assembles-2025-cabinet https://x.com/QuintenFrancois/status/1879093846493012042 00:36:24 What If Kamala Won? https://x.com/BillHughesDC/status/1877740571831193697 https://x.com/katiebiber/status/1877783826442723365 00:41:59 Sony Launches ETH L2 https://soneium.org/en/blog/soneium-mainnet-is-live https://x.com/a1lon9/status/1879038646231429332 https://x.com/0xKawz/status/1879032105767928026 https://x.com/donnoh_eth/status/1879210463952818472? t=jlmQ8W1KoPgZSEzfP9oq4g&s=19 https://x.com/0xbreadguy/status/1879176334372401191?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/VitalikButerin/status/1879560670150017068 00:51:30 Coinbase uses Morpho for Bitcoin Loans https://x.com/coinbase/status/1879902780564951530 https://www.coinbase.com/blog/now-get-a-USDC-loan-without-selling-your-bitcoin 00:53:58 Aevo Moves To EigenDA https://x.com/aevoxyz/status/1879728286093479947 00:56:22 Veil.Cash Uses Coinbase https://x.com/Veildotcash/status/1877827571926053220 01:03:05 An Update From RSA https://blockworks.co/news/berachain-pre-launch-liquidity https://tether.io/news/tether-licensed-in-el-salvador-strengthening-focus-on-emerging-markets-and-innovation/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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    1 hr and 5 mins