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We asked Tom Schmidt ＞|＜ from Dragonfly ＞|＜ about AI x crypto. "We are more bearish on this category." "A lot of AI crypto is broken down into people trying to do decentralized inference, this GPU marketplace. This is an old idea in crypto." "If you want to train... show more

TBPN

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41,164 次观看 • 1 年前 •via X (Twitter)

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11 条评论

Lucas 的头像

Lucas1 年前

disagree. yes, it may be easier to train sota models in co-located clusters, but there's a physical ceiling here. u literally can't fit infinite gpus into one spot or bring enough power to a single location. demand for compute is and will continue to grow much faster than the supply -- DCNs (distributed compute networks) are the way to get around this bottleneck.

Lab4crypto 的头像

Lab4crypto1 年前

🚀 Don't gamble with your portfolio! Use our advanced hybrid quant risk tool using on/off-chain data and make informed decisions. 📈 Acess to 1000+ charts for your crypto journey. 📚Join our Premium Telegram for daily alerts. 📊+21 projects supported. 🏗️ Beginners and experts.

James Woodman 的头像

James Woodman1 年前

@tomhschmidt @dragonfly_xyz A100 cluster?! It is 2025

lincoln.base.eth 的头像

lincoln.base.eth1 年前

@tomhschmidt @dragonfly_xyz yup this is what Coinbase's x402 is trying to do,

Distributed State 的头像

Distributed State1 年前

@tomhschmidt @dragonfly_xyz Hey @tomhschmidt , would love to talk to you about the work @tplr_ai is doing to debunk that fallacy

kl 的头像

kl1 年前

@tomhschmidt @dragonfly_xyz

MADDIE 的头像

MADDIE1 年前

@tomhschmidt @dragonfly_xyz Yay Tom

Nathan Worsley ✨ 的头像

Nathan Worsley ✨1 年前

@tomhschmidt @dragonfly_xyz AI x crypto already has product-market fit in attention economies:

Axilo 的头像

Axilo1 年前

@tomhschmidt @dragonfly_xyz Crypto as the rails for agents to thrive on is under appreciated. I was preaching this a while back:

Tint Blorm 的头像

Tint Blorm1 年前

@tomhschmidt @dragonfly_xyz agreed i think ai being used in crypto should be focused on consumer solutions ai crypto stacks trying to compete with web2 stacks are not ready

Mo Koyfman 的头像

Mo Koyfman1 年前

@tomhschmidt @dragonfly_xyz @goldskyio

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Trump: We don't want to see China take over crypto. I don't want to see China win with AI. AI and crypto. Crypto is a big deal. I mean I see it more and more where people are paying with Bitcoin and you know they don't even know about cash anymore. That takes a lot of pressure off our dollar. It's a good thing for our country. But if China took over crypto, which they would love to do, or if China took over AI, which they would really... So, we are leading with AI on China. Nobody thought that was possible.

Trump: We don't want to see China take over crypto. I don't want to see China win with AI. AI and crypto. Crypto is a big deal. I mean I see it more and more where people are paying with Bitcoin and you know they don't even know about cash anymore. That takes a lot of pressure off our dollar. It's a good thing for our country. But if China took over crypto, which they would love to do, or if China took over AI, which they would really... So, we are leading with AI on China. Nobody thought that was possible.

Military Summary

11,831 次观看 • 2 个月前

Martin Masser from ChangeNOW says we overlook how many people get paid in USDT and Bitcoin because their currency won't hold "We have a lot of payments areas. We have a lot of travel companies, luxury goods items. People may want to accept crypto. If you have a website, maybe you want to be accepting payments in crypto." "We're very lucky where we are in the Western world, where we can use our Apple Pay. But there's many areas of the world where the currency is going up and down. What you get paid today is very different to what it's worth next week." "A lot of them do take stablecoins, and the amount of people I know that get USDT and Bitcoin as their main payments. This is something we really overlook. You go to many areas of the world, this is what a lot of them are doing." "How are they able to spend that? So there is now payments. Websites or companies can use that as an integration, so they can accept crypto payments, and then we look after all the ends of whatever they need, if they need it looked after or cashed out." "I think we really do overlook how many people actually utilise and hold crypto on a day-to-day basis. This isn't just price speculation." "This is really, look, I know I'm not going to be able to have the same amount of money in my pocket if I get paid in a local currency. And even sending it to partners and loved ones, this happens a lot."

Martin Masser from ChangeNOW says we overlook how many people get paid in USDT and Bitcoin because their currency won't hold "We have a lot of payments areas. We have a lot of travel companies, luxury goods items. People may want to accept crypto. If you have a website, maybe you want to be accepting payments in crypto." "We're very lucky where we are in the Western world, where we can use our Apple Pay. But there's many areas of the world where the currency is going up and down. What you get paid today is very different to what it's worth next week." "A lot of them do take stablecoins, and the amount of people I know that get USDT and Bitcoin as their main payments. This is something we really overlook. You go to many areas of the world, this is what a lot of them are doing." "How are they able to spend that? So there is now payments. Websites or companies can use that as an integration, so they can accept crypto payments, and then we look after all the ends of whatever they need, if they need it looked after or cashed out." "I think we really do overlook how many people actually utilise and hold crypto on a day-to-day basis. This isn't just price speculation." "This is really, look, I know I'm not going to be able to have the same amount of money in my pocket if I get paid in a local currency. And even sending it to partners and loved ones, this happens a lot."

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"The ultimate vision for crypto has always been economic freedom." - Brian Armstrong, co-founder of Coinbase 🛡️ "The mission of Coinbase is to increase economic freedom in the world. It enables people to live a freer life and not have things taken away from them." "If people are rewarded with the upside of their labor, they are going to try more ambitious things." "We are trying to push on this through getting legislation passed and building better products." "Ultimately, I think crypto is going to update the entire financial system globally. The majority of all payments will run on crypto rails."

"The ultimate vision for crypto has always been economic freedom." - Brian Armstrong, co-founder of Coinbase 🛡️ "The mission of Coinbase is to increase economic freedom in the world. It enables people to live a freer life and not have things taken away from them." "If people are rewarded with the upside of their labor, they are going to try more ambitious things." "We are trying to push on this through getting legislation passed and building better products." "Ultimately, I think crypto is going to update the entire financial system globally. The majority of all payments will run on crypto rails."

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Dragonfly's Haseeb ＞|＜ explains why AI agents will use crypto rather than the traditional financial system: “You can see it right now on Moltbook. Agents are trying to find ways to pay each other for things. It's very primitive right now, but you can see where it's going." "If I have an agent and you have an agent, you live in a different country or I don't even know who you are, it's very difficult for me to pay you with the traditional financial system. It's not really designed to have non-human recipients of money." "We don't really know how the laws are going to work, how taxes are going to work, whereas crypto doesn't ask any of those questions. I think we're going to see this become an increasing part of the story of how AI agents are going to become more and more autonomous."

Dragonfly's Haseeb ＞|＜ explains why AI agents will use crypto rather than the traditional financial system: “You can see it right now on Moltbook. Agents are trying to find ways to pay each other for things. It's very primitive right now, but you can see where it's going." "If I have an agent and you have an agent, you live in a different country or I don't even know who you are, it's very difficult for me to pay you with the traditional financial system. It's not really designed to have non-human recipients of money." "We don't really know how the laws are going to work, how taxes are going to work, whereas crypto doesn't ask any of those questions. I think we're going to see this become an increasing part of the story of how AI agents are going to become more and more autonomous."

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🇺🇸🇨🇳 Trump: "We don't want to see China take over crypto. I don't want to see China win with AI. Crypto is a BIG deal. I mean I see it more and more where people are paying with Bitcoin and you know they don't even know about cash anymore. That takes a lot of pressure off our dollar. It's a good thing for our country." China controlling the crypto ecosystem would significantly impact U.S. financial dominance and technology leadership. Trump is VERY smart to be concerned here... Writer: Samuel

🇺🇸🇨🇳 Trump: "We don't want to see China take over crypto. I don't want to see China win with AI. Crypto is a BIG deal. I mean I see it more and more where people are paying with Bitcoin and you know they don't even know about cash anymore. That takes a lot of pressure off our dollar. It's a good thing for our country." China controlling the crypto ecosystem would significantly impact U.S. financial dominance and technology leadership. Trump is VERY smart to be concerned here... Writer: Samuel

Mario Nawfal

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Palo Alto Networks CEO Nikesh Arora says roughly 50% of the company’s new hires over the last six months have been early-career. Three talent profiles PAN is prioritizing in the AI era: 1 – People who can actually use coding agents “One set of people we want are people who are AI-savvy, who know how to use AI to get their jobs done better, who know how to use coding agents.” “These are people who are learning, and they’re typically having to run through hackathons to get to Palo Alto. We don’t look at where you went to school. We care about whether you can use coding agents, whether you can use AI.” “If we keep following that trend, it’s reasonably likely that we will overwhelm the non-AI-savvy people with more AI-savvy people. That’s kind of ground zero. You’ve got to get that done.” 2 - Cybersecurity experts who know AI “The second part is there are people who are really good at cybersecurity and know AI and they’d like to get involved.” “If you want to work in cybersecurity, there’s no better place to work than Palo Alto Networks. We’re the largest cybersecurity company in the world. You want to have an impact? You want lots of proprietary training data? We’ve got it.” 3 – Pure AI researchers “The third part is raw, pure AI researchers who can do wonders with small language models and large language models.” “There we have people who are AI literate. We have some PhDs in AI who work here who have a cybersecurity bent, but they can go back to their roots in AI.”

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Erik Voorhees on the crypto UX realisation that took 15 years "Crypto has always had this UX challenge with humans. Every time you go to a crypto conference, whether it was back in 2011 or tomorrow, people talk about how do you make this stuff more usable to people" "It seems like perhaps it's just much more usable for robots and the machines and the AI, and that crypto is actually built for the machines and we didn't know it. The machines are now going to start running on the stuff and utilizing it" "They have no trouble with public key pairs, that's easy for them" "I don't see a future where the robots are using bank accounts at Wells Fargo. I do see a future where they're using crypto assets on decentralized rails"

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49,927 次观看 • 1 个月前

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Assetara is a decentralized asset management ecosystem that empowers each client to make informed decisions and maximize returns in the dynamic world of cryptocurrency and digital assets. Website: Telegram: If you want to promote your project write me right now This video is about: ai crypto, ai crypto coin, crypto, crypto package #staking #cryprocurrency #invest #ai Not a financial advice! DYOR!

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44,872 次观看 • 9 个月前

🚨WARREN:“Why are we putting provisions in place to blow up protections on the stock market because a handful of crypto bros want it?” Senator Elizabeth Warren says Americans want Congress to regulate AI and tackle affordability, arguing crypto is NOT their priority. “We need crypto regulation, yes, we do, but we do not need a crypto bill written by the crypto industry.”

🚨WARREN:“Why are we putting provisions in place to blow up protections on the stock market because a handful of crypto bros want it?” Senator Elizabeth Warren says Americans want Congress to regulate AI and tackle affordability, arguing crypto is NOT their priority. “We need crypto regulation, yes, we do, but we do not need a crypto bill written by the crypto industry.”

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142,082 次观看 • 27 天前

Zapier CEO Wade Foster says individuals have become more productive with AI tools, but that it's not clear if companies as a whole are also becoming more productive: "Across Zapier, 100% of our employees are using AI daily. People are individually more productive. But if you were to ask me, 'Is the company more productive, institutionally are we more productive?' It's a lot harder to say yes to that." "This feels like the next thing that everybody's working on: How do we actually accelerate the institution? This gets harder because you actually have to rethink how the company works." "To give you an example, we've gone from a world where code was expensive to now code is cheap. In the world where code was expensive, you had all these processes upfront to talk to customers, to align on roadmaps, to figure out what the right thing to build was, because if you chose the wrong thing, that was a really expensive mistake." "But when code is cheap, you can get rid of all that stuff. And that takes redesigning jobs or rethinking the human where the human actually exists in the first place."

Zapier CEO Wade Foster says individuals have become more productive with AI tools, but that it's not clear if companies as a whole are also becoming more productive: "Across Zapier, 100% of our employees are using AI daily. People are individually more productive. But if you were to ask me, 'Is the company more productive, institutionally are we more productive?' It's a lot harder to say yes to that." "This feels like the next thing that everybody's working on: How do we actually accelerate the institution? This gets harder because you actually have to rethink how the company works." "To give you an example, we've gone from a world where code was expensive to now code is cheap. In the world where code was expensive, you had all these processes upfront to talk to customers, to align on roadmaps, to figure out what the right thing to build was, because if you chose the wrong thing, that was a really expensive mistake." "But when code is cheap, you can get rid of all that stuff. And that takes redesigning jobs or rethinking the human where the human actually exists in the first place."

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"It's a bit ridiculous that we are blocking it on this idea that stablecoins should not generate yield for customers" Johann Kerbrat, SVP and GM of International and Crypto at Robinhood, on the stablecoin yield fight holding up the Clarity Act "I think this Clarity Act is really important. A lot of customers want the FDIC insurance, they want to be able to think that their money is safe, so they're already using their banking accounts. They're not trying to get the highest yield possible, otherwise they would use a feature like the one we launched" "At the end of the day we are penalizing people that want to utilize crypto and blockchain technology, because for stablecoins it's a lot easier to send, a lot easier to transfer 24/7" "It's not really fair that we are penalizing those customers"

"It's a bit ridiculous that we are blocking it on this idea that stablecoins should not generate yield for customers" Johann Kerbrat, SVP and GM of International and Crypto at Robinhood, on the stablecoin yield fight holding up the Clarity Act "I think this Clarity Act is really important. A lot of customers want the FDIC insurance, they want to be able to think that their money is safe, so they're already using their banking accounts. They're not trying to get the highest yield possible, otherwise they would use a feature like the one we launched" "At the end of the day we are penalizing people that want to utilize crypto and blockchain technology, because for stablecoins it's a lot easier to send, a lot easier to transfer 24/7" "It's not really fair that we are penalizing those customers"

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36,490 次观看 • 2 个月前

The Economist says the stablecoin market is "fizzling." We asked Bridge co-founder Zach Abrams his response: "Our business grew 4x last year. Our business continues to grow enormously. We grew 20% over the last month alone. So, we certainly don't see stablecoins slowing down." "Stablecoin transaction volume is growing enormously. We see that the number of folks building with stablecoins is growing enormously." "We have folks from a bunch of banks who are leaning into stablecoins. Pretty much every fintech that you could think of that is meaningful is doing something with stablecoins (and probably doing it with us)." "Yesterday we announced with Meta that we're paying out folks in stablecoins." "So I do think that the hyperbole around stablecoins is dying down a little bit. And that creates the opportunity for some of this FUD." "For a long time people were pointing at every problem and being like, 'Crypto solves this.' And now they're no longer pointing at every problem and saying, 'Crypto solves this.' But very quietly, under the hood, it is solving a number of problems."

The Economist says the stablecoin market is "fizzling." We asked Bridge co-founder Zach Abrams his response: "Our business grew 4x last year. Our business continues to grow enormously. We grew 20% over the last month alone. So, we certainly don't see stablecoins slowing down." "Stablecoin transaction volume is growing enormously. We see that the number of folks building with stablecoins is growing enormously." "We have folks from a bunch of banks who are leaning into stablecoins. Pretty much every fintech that you could think of that is meaningful is doing something with stablecoins (and probably doing it with us)." "Yesterday we announced with Meta that we're paying out folks in stablecoins." "So I do think that the hyperbole around stablecoins is dying down a little bit. And that creates the opportunity for some of this FUD." "For a long time people were pointing at every problem and being like, 'Crypto solves this.' And now they're no longer pointing at every problem and saying, 'Crypto solves this.' But very quietly, under the hood, it is solving a number of problems."

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30,724 次观看 • 5 个月前

It was great speaking to industry leaders about crypto today. Happy to have onboarded a lot as well. A lot of people want to hold crypto. We need to do a lot more as an ecosystem. The market is too big. Let's keep building. $RWA ( $XRWA ) is the ticker.

It was great speaking to industry leaders about crypto today. Happy to have onboarded a lot as well. A lot of people want to hold crypto. We need to do a lot more as an ecosystem. The market is too big. Let's keep building. $RWA ( $XRWA ) is the ticker.

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18,407 次观看 • 1 年前

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We asked rahul about the global reach of @ChatGPTApp and the emphasis on personality in AI models. "When you want to get to the one to like the remaining 90% of the users, do you want a model that thinks for longer? You want more personality?" "They definitely leaned in on personality, which I think is interesting." "It's kind of different than a (social media) feed in some ways because you have this person you talk to. It's like a relationship and then it just switches up on how it talks to you."

We asked rahul about the global reach of @ChatGPTApp and the emphasis on personality in AI models. "When you want to get to the one to like the remaining 90% of the users, do you want a model that thinks for longer? You want more personality?" "They definitely leaned in on personality, which I think is interesting." "It's kind of different than a (social media) feed in some ways because you have this person you talk to. It's like a relationship and then it just switches up on how it talks to you."

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92,172 次观看 • 1 年前

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13,249 次观看 • 5 个月前