AI x Crypto | Messari Annual Theses 2025 | Seth Bloomberg, Dustin Teander & Sunny Shi


Summary

The video delves into the growing intersection of AI and Crypto in 2024, with AI models reaching a market cap of over 50 billion. It explores the rise of decentralized compute, decentralized coordination platforms like Bit Tensor, and the potential for agents to exchange digital value seamlessly using crypto rails. Discussions touch on building financial products around AI, tokenizing intelligence, and the emergence of derivative markets tied to AI agents and their digital value. Additionally, the video speculates on the integration of AI in cryptocurrency networks, potential collaborations with big AI companies, and the impact of AI on job markets and wealth creation.


Introduction to AI in Crypto

The video begins with a discussion on the intersection of AI and Crypto, focusing on the growth of AI in the crypto sector, reaching a market cap of over 50 billion in 2024.

Trends in AI and Crypto in 2024

Key trends in 2024 include discussions on alternative options for training AI models, the rise of decentralized compute, and the emergence of decentralized coordination platforms like Bit Tensor.

Decentralized Compute and Model Training

The conversation delves into decentralized compute and model training, highlighting protocols like DeepMind and Prime Intellect, focusing on AI aspects within crypto.

Agents and Tokens in AI

Discussions revolve around AI agents launching tokens, paying for services, and the potential for leading developers to experiment with crypto, emphasizing the value of open source AI versus closed systems.

Impacts of Open Source AI

The discussion explores the role of open source AI in valuation, attracting AI talent, and the potential for smart contracts to enhance services provided by AI agents.

Tokenization of Intelligence and Applications

The segment discusses tokenizing intelligence, building financial products around AI, and the emergence of derivative markets tied to AI agents and their digital value.

Agents and Crypto Integration

The conversation focuses on agents using crypto rails, enabling smart contracts for services, and the potential for agents to exchange digital value seamlessly.

Future of AI in Crypto

The discussion moves towards the future of AI in crypto, including the intersection of crypto payments, smart contracts for services, and the integration of AI agents in global platforms.

Bit Tensor's Role in Crypto

The video highlights Bit Tensor's leadership in the crypto sector, emphasizing its incentive mechanism, strong community support, and potential for broader application of AI agents in subnets.

Dynamic Tow and Hedge Funds

The conversation touches on Dynamic Tow's role in incentivizing growth, the emergence of a market-based approach for validators, and the potential for subnet owners to operate akin to hedge funds in managing emissions.

Challenges and Opportunities in Subnets

Discussions focus on the challenges and opportunities in subnets, including the need for better tooling, lowering barriers to entry, and enhancing financial incentives for participants within the ecosystem.

Introduction to Subnet Token and Validators

Discusses the importance of Subnet Token for validators and the costs involved in running validators on the subnet.

Development of Subnets

Exploration of the structure of validator lists and the reduction in costs associated with setting up a subnet.

Interesting Subnets in R&D

Highlights subnets engaged in R&D activities, such as building distributed training networks and developing decentralized training models.

Future of Crypto and AI

Speculation on the integration of AI in cryptocurrency networks, potential collaborations with big AI companies, and the scalability of AI models.

Revolutionizing Job Market with AI

Discussion on AI's impact on job markets, wealth creation, and the potential for significant market growth.

Innovation and Iteration with AI

Emphasis on the rapid innovation and iteration facilitated by AI technology, leading to faster development and market growth.

Logo

Get your own AI Agent Today

Thousands of businesses worldwide are using Chaindesk Generative AI platform.
Don't get left behind - start building your own custom AI chatbot now!