The AI arms race is on, and the stakes couldn’t be higher.

Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future—and what this means for investors, builders, and society at large.

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TIMESTAMPS

0:00 Intro
0:25 A New Life Form?
4:23 The AI Rabbithole
11:49 xAI & Grok 3
26:51 Deepseek Breakthrough
28:47 English as a Programming Language
30:19 Open Sourcing LLMs
34:13 Other Models
39:29 Meta AI
44:04 AI Bets
46:27 Elon Musk vs Sam Altman
51:59 Worldcoin
55:48 From OpenAI to AGI
1:03:01 AI Doomerism
1:10:06 Neuralink
1:15:20 AI vs Humans
1:22:08 Frontier Tech
1:24:43 Crypto’s Role
1:28:00 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠

📣RESERVE | INVEST IN CRYPTO NARRATIVES
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Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end.

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TIMESTAMPS

00:00 Start
04:42 Delphi's Interest In The Space
08:20 Initial AI Crypto Use Cases
09:18 The Era's Of AI
13:41 Where Does Value Accrual Come From
20:38 How Do You Choose The Winning Model?
27:08 Silicon Valley AI Vs Crypto AI
37:12 Fracturing Of Frontier Models
41:43 What's Exciting?
46:27 Due Diligence Via Agent
49:02 When To Use What Agent
53:10 A Birthday Surprise

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RESOURCES

Tom Shaughnessy
https://x.com/Shaughnessy119

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones.

We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics.

A must-listen for anyone navigating crypto’s shifting landscape and seeking deeper market insights!

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⚖️ARBITRUM | SCALING ETHEREUM
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🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo

🦋MORPHO | CRYPTO-BACKED LOANS
https://bankless.cc/Morpho

🏦ONDO | INSTITUTIONAL GRADE FINANCE
https://bankless.cc/Ondo

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TIMESTAMPS

00:00 Intro
04:37 Advance Decline Index (ADI)
08:45 Crypto Vibes & Economy
10:26 ETH & BTC Dollar Relation
15:04 Has ETH Gone Home?
20:38 FED & Memecoins
23:58 Take on SOL/BTC Ratio
28:51 Rise of Meme & Alt Coins
31:45 Where the Value Lies in the Market?
39:11 Trump’s Plans with Tenures & Dollar
44:00 Crypto's Bullish Setup vs. Market Vibes
47:35 Meme Coins vs. VC Giants
53:36 Did We Just Skip a Cycle?
59:08 Closing & Disclaimers

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RESOURCES

Ben Cowen
https://x.com/intocryptoverse

Into the Cryptoverse
https://intothecryptoverse.com/

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠

Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper?
Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week.

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🌐CELO | BUILD TOGETHER AND PROSPER
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🦋MORPHO | CRYPTO-BACKED LOANS
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🏦ONDO | INSTITUTIONAL GRADE FINANCE
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------
TIMESTAMPS & RESOURCES

00:00 Intro & Temp Check

04:10 Grok 3 Release
https://x.ai/blog/grok-3

12:25 Nous Research
https://x.com/NousResearch/status/1890148000204485088

20:17 Date Abby
http://dateabby.com

23:22 Replit and Agent On Agent Coding

27:59 Kaito Explained
https://x.com/0x_ultra/status/1891353010934358456?s=46

36:47 Kaito Airdrop

41:18 Tracy And Sports Betting AI
https://x.com/HeyTracyAI
https://x.com/khloekardashian/status/1891552900070908130

45:13 BillyBets
https://docs.billybets.ai/
https://x.com/VaderResearch/status/1891699035742011673

50:48 BIttensor Upgrade
https://x.com/Old_Samster/status/1890071216645603802

56:03 AI16Z
https://x.com/ai16zdao/status/1890473840314315158

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC!

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🌐CELO | BUILD TOGETHER AND PROSPER
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🦋MORPHO | CRYPTO-BACKED LOANS
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TIMESTAMPS

00:00 Intro
04:21 Post-Election Thoughts
05:09 Crypto Task Force & SAB 121
11:00 Hester's Statement on SEC Site
12:41 Issuing Tokens & SEC
14:58 No-Action Letters
18:30 Communication with SEC
22:00 Task Force & Companies
23:55 SEC & CFTC Relations
26:42 Token as a Security?
32:00 KYC, Securities & Open Networks
36:23 Investment Barriers & Accreditation
38:32 Paul Akin’s Retirement Effects
40:30 Matt Levine’s "Dumb Investment"
42:52 SEC & Memecoins
45:03 Airdropped Coins
47:33 Miscellaneous Issues
48:46 SEC & ETFs
49:23 Prioritizing Work
50:17 Future SEC Plans
53:15 Closing & Disclaimers

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RESOURCES

Hester Peirce
https://www.sec.gov/about/sec-commissioners/hester-m-peirce
https://x.com/HesterPeirce

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures ⁠