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We sat down with Charles Hoskinson for 1.5 hours and he didn't hold back. The Clarity Act. Privacy infrastructure. AI agents. Midnight. The future of crypto. This is one of the most important conversations we've had on the show. 🎥 Watch now: 0:00 Intro 1:32 What's Missing from Satoshi's...

33,356 просмотров • 3 месяцев назад •via X (Twitter)

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LIVE NOW -- The Rise of AI Crypto Agents The collision between crypto and AI agents has officially begun. Joining us today is Matthew Stephensen, Research Partner Pantera Capital and author of “Crypto: Picks and Shovels for the AI Gold Rush”. We dive into the world of autonomous AI agents on blockchains, discuss the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt Stephenson sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain. ------------------------------------------------------------ Chapters: 0:00 Intro 5:34 Crypto x AI Narrative Shift 6:39 AI & Economic Agents Explained 11:50 $GOAT Memecoin Summary 23:15 Were AI Crypto Agents Obvious? 25:18 Luna AI Token & Terminal 29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance 42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The #AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 #DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers

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E103: Anil Lulla : Life and Crypto Frameworks Anil Lulla is the CoFounder & CEO of Delphi Digital , a research-driven firm dedicated to advancing the understanding and development of the growing digital asset market. Timestamps 0:00 Intro 2:32 When “Shift” Happens 3:32 The Third Door Mindset 5:00 Supporting Dreams, Changing Lives 6:15 Crypto Rabbit Hole Awakening 7:50 Zero to One Mentality 12:22 Zero to One Mentality 13:29 Who is Anil 14:52 Missing the Internet Boom 18:35 Successful Crypto Founder Traits 22:14 Importance of Parental Support 23:11 Nothing Worse Than Wasted Potential 24:57 Playing the Social Media Game 28:42 10 Life Frameworks for Success 28:46 The Power of Belief 32:22 Resilience Through Crypto Crashes 37:46 Embrace Failure as Growth 40:26 Friendship and Fire: The Delphi Story 43:14 Alpha Feed: Dumb Idea to Success 47:24 Letting Go of Perfection 49:27 Be Bullish on Life 51:04 Health, People, & Time 55:23 Longevity 58:10 Impact of Journaling & Writing 1:01:17 The Power of a Full Calendar 1:03:56 Process of Disconnecting 1:04:58 Working in Different Time Zones 1:06:06 Fear of Being Average 1:08:08 Love for Crypto Chaos 1:10:31 Finding Peace in Crypto 1:11:43 Balancing Reflection and Ambition 1:14:16 Mastering Crypto Through Depth 1:16:27 Everyone Starts Somewhere 1:22:40 Find Your Tribe 1:24:50 Axie Infinity 1:26:40 and Aave 1:27:49 Astroport ✦ and MarsProtocol 1:28:44 Non-Consensus Beliefs 1:31:37 Prediction for the Next 12 Months? 1:34:33 Conclusion

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E114: Walrus 🦭/acc : Decentralizing Data Storage, the perfect complement to the SUI Network George Danezis is the Chief Scientist at MystenLabs.sui , co-creator of the Sui , and one the minds behind Walrus 🦭/acc Timestamps 0:00 Intro 2:00 Partnerships: Jupiter, Bitwise, SUI & Mantle 2:46 Sleeping Habits 4:05 Who is George? 4:23 What is a Chief Scientist? 5:16 Research at Microsoft vs. Now 6:59 What is “Good Research”? 8:49 Corporate Innovation vs. Reality 10:31 Why I Love Teaching Security 11:52 Self Custody with Trezor 12:44 Teaching vs. Real-World Application 16:28 What Makes an Idea Great? 17:51 The Idea That Never Worked Out 19:50 Being Late to Ideas, Not Early 20:56 The Essence of Peer-to-Peer Networks 23:50 Why We Need Peer-to-Peer Systems? 27:51 Why Decentralization Was Hard to Realize 31:09 Bitcoin's Game-Changing Impact 33:10 ETH Aha Moment 34:46 Facebook’s Conviction in Blockchain 37:39 Scaling DIEM/LIBRA to Sui 39:20 Biggest Issue at Facebook 40:20 Why Facebook Bet on Crypto 41:40 Why I Left Facebook 45:07 Balancing Passion and Pay 46:43 What is a Blockchain Good For? 51:42 Understanding Blockchain’s Limitations 53:21 CryptoKitties 54:36 Meme Coins: Culture vs. Scam 57:02 The Role of Norms in Crypto 1:00:32 What is the Sui Network? 1:02:32 Why Do We Need The Sui Network? 1:03:34 Layer 1 vs. Layer 2 1:05:07 Why Build a Layer One? 1:09:21 Top Layer One Competitors 1:10:45 Decentralization vs. Practicality 1:14:06 Minimum Decentralization 1:16:33 Data Storage & Its Biggest Problem 1:20:05 What is Walrus Protocol? 1:22:09 Why Walrus is Possible Now 1:25:35 Why Sui Network for Data Storage? 1:27:37 Vision of Walrus Protocol 1:28:59 Building a Neutral Tech Future 1:30:44 Using Existing Blockchains 1:33:03 Future of Decentralized Production 1:35:51 Prediction For The Next 12 Months 1:39:04 Concluding Remarks

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E133: Sam Blackshear - How Libra Sparked the Move Language and Why Sui Is the Real Endgame! Sam Blackshear is the Co-founder and CTO of MystenLabs.sui , the company behind the Sui, and the Creator of the Move programming language that's revolutionizing smart contract development. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 2:44 The Power of Preparation 5:14 Discipline Behind the Podcast 6:27 Translating Thought Into Code 8:19 Who is Sam Blackshear? 9:27 Choosing What Truly Matters 10:25 Self-Custody with Trezor 11:18 Crypto vs. AI Thinking 12:28 The Power of Support 16:04 From Court Dreams to Reality 17:55 Challenging the Limits of Code 22:52 Chose Learning Over a Job 24:09 The Internship That Changed Everything 27:35 PhD Skills Meet Facebook 29:05 Entering Crypto Through Facebook 32:15 Why Libra Needed Move 33:42 Solving Scarcity in Code 36:37 Bitcoin & Ethereum Mistakes 38:45 Creating a New Language 41:41 Problem-Driven Innovation 44:47 Avoiding Analysis Paralysis 48:11 What is Unstructured Thinking? 50:50 Why Unstructured Thinking Works 53:14 Future of Crypto Protocols 54:21 Why Move is the Best Programming Language 55:00 What is the Sui Network? 56:25 What Makes Sui Different? 57:05 Why is Sui The Best Blockchain? 59:05 Managing Energy Long-Term 1:01:02 Satisfaction Without Closure 1:03:37 90% Love, 10% Grind 1:05:37 Mental State of Surfing 1:06:47 Non-Consensus Beliefs 1:07:34 What is Memory Safety? 1:09:07 What Was the Equifax Hack? 1:10:53 Rethinking Software Safety 1:12:00 Right Dose of Regulation 1:13:00 Biggest Prediction for the Next 24 Months? 1:14:02 Scaling Crypto Developers 1:16:07 Concluding Remarks

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E96: Raoul Pal 's detailed Guide to crush it during the BANANA ZONE Season I sat down for 2 hours with the Sultan of the Bananas🍌Raoul Pal🍌 right before the US elections to go in detail through his portfolio to play the Banana Zone and to understand how he nailed the $SOL , $SUI and $DOGE trades before everyone else We laughed A LOT and I hope you will too Timestamps 0:00 Intro 2:40 Why Raoul is on dVIN Labs (🍷, ⛓) Board 7:16 After Steven Bartlett, Wen Lex Fridman? 10:13 Is the Banana Zone in the room with us? 13:21 Tokens vs. Attention 16:18 Rates &Liquidity 18:18 Projected Returns for Cryptos 19:19 Why Raoul took a huge Public Risk 22:46 Risks to the “Banana Zone” 24:18 Betting Big on $SOL 27:39 Adoption Beats Technology 31:49 Why Raoul is on the Sui Board 34:34 Is $Sui the Next $Sol? 38:47 Meme Coins VS NFTs 41:27 Memecoin Supercycle 43:35 Dogecoin - $DOGE 45:19 Church of the Smoking Chicken Fish - $SCF 47:14 The $SCF Cult Explained 49:21 Finding Purpose & Value in Memes 52:47 Open-Minded Investing 57:41 NFTs as Cultural Artifacts 1:03:02 NFTs as Identity Markers 1:05:04 Risks of NFTs 1:08:44 Raoul's Portfolio Structure 1:10:30 8 Years Left to Retire 1:20:11 Real Vision 's 10-Year Journey 1:21:06 Future of Real Vision 1:22:29 Crypto is Lonely 1:24:23 Real Vision Mistakes & Lessons 1:28:53 Crypto Overtaking the Government 1:32:30 AI Governing the Future 1:34:34 Valuing Time Over Wealth 1:42:41 Importance of Optimism

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