Imran and Qiao are back to discuss the state of the crypto market this Q1.
No BS crypto insights for founders.

Timestamps

(00:00:00) Intro
(00:00:54) Imran's New Look
(00:02:24) Winter Break Activities
(00:03:26) Reflections on the New Era of Crypto
(00:04:24) DeepSeek
(00:09:30) The AI Agent Craze
(00:10:59) "Are we near the end of the AI meta?"
(00:16:50) AI Impact and Adoption
(00:19:23) AI in Daily Life
(00:23:52) 1999 Style Bubble in AI Stocks
(00:25:15) Where Are We in this Cycle?
(00:26:29) Key Risk Factors
(00:32:02) "I find this AI meta uninspiring"
(00:34:34) "Pump.fun is now a startup launchpad"
(00:35:46) AI Meta Compared to DeFi Summer
(00:39:48) Decentralized Compute
(00:41:52) What is Glow?
(00:42:32) Energy DePIN
(00:44:29) Predictions for the Year
(00:44:41) "Trends actually matter now"
(00:45:26) Trends We're Seeing Right Now
(00:46:13) What’s Next
(00:47:56) Crowdfunding and Coordination in Crypto
(00:48:52) Stablecoins and Neobanks
(00:53:41) Influence of AI Agents
(00:57:49) AI Agent Meta and Social Tokens
(01:00:16) Market Predictions
(01:00:43) "AI agent meta killed the meme token meta"
(01:02:58) "How would you construct your portfolio?"

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DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.