DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
Bankless
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 Jeffrey 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: Jeff on...
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Superagency: The Bull Case for AI | Reid Hoffman
Bankless
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. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE:...
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ROLLUP: Trump's Massive Memecoin | Ethereum Ecosystem Drama | Ross Ulbricht Freed | Phantom Wallet Worth $3B?
Bankless
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,...
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AI ROLLUP #8: $500B AI Boost | Trump’s $70B Memecoin Frenzy | 400K Onboarded | Agent Framework Wars
Bankless
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...
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LIVE: Trump Pardons Ross Ulbrict, TRUMP Offical Memecoin, SEC's Pro-Crypto Pivot | Alex Thorn
Bankless
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 - ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi 🦄UNISWAP | BUG BOUNTY PROGRAM ⚖️ ARBITRUM | SCALING ETHEREUM 🛞MANTLE | MODULAR LAYER 2 NETWORK 🌐 CELO | BUILD TOGETHER AND PROSPER 🎮RONIN | THE FUTURE OF WEB3 GAMING...
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BlackRock's Crypto Plans for 2025 | CIO Samara Cohen
Bankless
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. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT DeFi ...
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ROLLUP: 2025 Market Outlook | Inauguration Impact | Gary Gensler's Parting Gift | Sony Censors Ethereum?
Bankless
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 ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi 🦄UNISWAP...
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AI ROLLUP #7: DeFAI Mindshare | Arc’s Multi-Chain Moves | ai16z: Sink or Swim? | Virtuals $40M Burn
Bankless
Ejaaz is back with David to dissect the accelerating rise of AI agents at crypto’s cutting edge. They uncover how Arc’s multi-chain approach and Ai16z’s Eliza framework are igniting a fresh wave of DeFAI innovation—everything from clever Twitter agents to more autonomous protocols. They dive into Virtuals’ relentless shipping, which is driving record on-chain fees and fueling a bold $40M buyback, while exploring why upcoming gaming collaborations may unlock AI’s next breakout moment. New players like Ava and Pippin also take center stage, proving both the promise and FUD-fueled...
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Will Quantum Computing Kill Bitcoin? | Scott Aaronson & Justin Drake
Bankless
Quantum computing is advancing rapidly, raising significant questions for cryptography and blockchain. In this episode, Scott Aaronson, quantum computing expert, and Justin Drake, cryptography researcher at the Ethereum Foundation, join us to explore the impact of quantum advancements on Bitcoin, Ethereum, and the future of crypto security. Are your coins safe? How soon do we need post-quantum cryptography? Tune in as we navigate this complex, fascinating frontier. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 ------ BANKLESS SPONSOR TOOLS: 🪙 FRAX | SELF SUFFICIENT...
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ROLLUP: Bull Market Over? | Operation Choke Point 2.0 Emails | Meta Free Speech | $6.5B Silk Road BTC Sale
Bankless
Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon? ------ 📣The...
info_outlineEjaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails.
Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode.
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TIMESTAMPS
0:00 Intro
7:11 The AI Agent Story
20:27 Are AI Agents a Fad?
26:33 Smarter More Personalized Models
31:30 What Could Go Wrong?
34:49 Crypto & AI Relation
40:04 How to Invest in AI Agents
50:36 AI Agents Are the Crypto Natives
1:02:05 Crypto AI Isn’t Going Away
1:09:30 Are AI Agents Real Yet?
1:14:17 Crypto AI Layers
1:26:09 Open Source’s Importance & Stacks
1:37:07 Middleware & App Layers
1:42:18 Where VCs Are Allocating
1:48:18 Closing & Disclaimers
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RESOURCES
Ejaaz
https://x.com/cryptopunk7213
Gospel of Goatsie Whitepaper
https://pdfupload.io/docs/aae14f87
Truth Terminal
https://x.com/truth_terminal
Accelerando
https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures