Imran and Qiao discuss the current state of the crypto market.
No BS crypto insights for founders.

Timestamps

(00:00) Intro
(00:56) AI Crypto and GOAT
(06:38) Ai16Z
(06:57) Zerebro
(14:09) The Next Wave of Internet Companies
(16:40) AI Agents as DePIN Projects
(18:18) AI Agents and Social Apps
(20:30) AI Agents and Creator Tokens
(22:52) Where Should We Go with AI Crypto?
(28:19) AI Enterprise and AI Consumer
(31:23) "Do You Feel That This Cycle Is Different?"
(36:03) Chill Guy and the TikTok Meta
(43:02) Onboarding New Users to Crypto
(44:12) "I Don't Know How to Play This Cycle Anymore"
(44:35) Brazil's Bitcoin National Reserve
(45:54) Crypto Twitter vs. TikTok
(47:49) CryptoPunks Pumped a Little Bit
(48:41) "This Is the Last Bitcoin Cycle"
(49:31) Tokenizing Everything
(51:48) Doge
(53:09) The Comeback Story for Ethereum
(55:12) Corporate Chains
(58:02) Blormmy
(59:54) Bitcoin Supercycle
(01:00:23) Saylor's Bitcoin Liquidation Price
(01:02:16) Scottie Pippen Says He Met Satoshi
(01:03:50) Saylor's Trauma
(01:05:38) Ai16Z FUD
(01:06:44) Contenders for "The Bitcoin of AI Agents"
(01:07:41) Individual AI Agents

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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.