Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.
------
TIMESTAMPS & RESOURCES
0:00 Intro
1:17 Crypto x AI Exposure Strategy
10:56 Elon’s $97B OpenAI Bid
13:14 Crypto x AI Mindshare & Markets
https://www.cookie.fun/
https://x.com/S4mmyEth/status/1889675738099376149
https://x.com/dv_memetics/status/1888956005515477372
https://x.com/0xelonmoney/status/1889743777088360909
22:48 Andrej Karpathy
https://x.com/karpathy
https://x.com/hyperbolic_labs/status/1887229114769359013
25:13 Replit comes out with a mobile app
https://x.com/Replit/status/1887159041455169683
https://x.com/karpathy/status/1886192184808149383
30:27 X (Twitter) is getting involved in agents
https://x.com/ethermage/status/1887526320487473326
34:49 ARC reveals their new launchpad & agent launch
https://x.com/cryptopunk7213/status/1889768219873099902
https://x.com/askjimmy_ai/status/1889736290696045017
https://x.com/0thTachi/status/1887620290727059731
47:00 Virtuals are live on Solana!
https://x.com/virtuals_io/status/1889365020393496910
https://x.com/gkisokay/status/1889721779146596503
https://x.com/virtuals_io/status/1887508625268367843
https://x.com/gkisokay/status/1889331963917729993
54:46 AIXBT holders can now connect X account = richer agent interactions
https://x.com/aixbt_terminal/status/1887355817957204434
58:28 Ai16z (ElizaOS): a brutally raw take
https://x.com/CryptoStreamHub/status/1887435927309721992
1:03:39 What Ejaaz focused on this upcoming week
1:04:41 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures