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Episode · May 28, 2024 ·

ATC: DAVE & KOOL TALK ALL THINGS CRYPTO

On the mic

Summary

0:00:39

AI Agents Hit the Chain

Dave raved about AI agents deployed on chain after hearing it in the Hermetica space. He described agents sending money and creating DAOs. The group carried the conversation over from that earlier discussion.

0:00:39Opening

0:07:19Stacks grants round two and the community-driven selection process

0:08:35Market check, BTC and ETH flat, a quiet day

0:09:46

Celebs Tokens and Fake Metrics

Kool reacted to Caitlyn Jenner hosting a crypto space and predicted celebrities will launch their own tokens. Dave noted HTX surpassing Coinbase in spot volume and questioned if off chain numbers are real. Bread explained inflated web3 metrics like daily active users and stressed that user retention is rarely discussed.

0:09:46Meme coins and Phantom Wallet

0:18:04

Crew AI and Agentic Systems

Dave and Bread discussed Crew AI for building AI agents with on chain identity on Stacks. Bread broke down how agentic systems use specialized mini GPTs and shared use cases like HiveMapper arbitrage to pay car insurance via Progressive Snapshot data. A guest highlighted free AWS and Google Cloud tiers for hosting AI projects with zero cost for twelve months.

0:26:48AGI, AI-deployed contracts and on-chain safety monitoring

0:35:23

Politics Crypto Turnaround

Dave pointed out one third of US voters now weigh candidates crypto stance and noted the fast shift since FTX. Kool described how resilient tech rebounds faster after government pushback. Bread observed the ESG Bitcoin energy criticism has vanished since BlackRock entered the space.

0:40:09Treasury claim that Russia uses USDT to bypass sanctions

0:51:06

Bitcoin at a Billion Users

A guest calculated that at one billion users Bitcoin would leave between 300000 and 1750000 satoshis per user depending on circulating supply. Kool agreed more Bitcoin layer two scaling will drive adoption and said social metrics on platforms like LunarCrush rise with Bitcoin price. The episode closed with a headline roundup covering the Alex Lab vote and Mt Gox transfer.

Key quotes

“So for the most part, it's pretty community decided, community driven.”

HHeroGamer0:07:42Share on X

“So I I I always try to adapt to changes. If you don't, you're gonna be left behind.”

Kool0:12:22Share on X

“it's very easy to spin up a 100,000 wallet addresses in a matter of an hour”

Bread0:16:42Share on X

“we're we're building the foundation for what will be known probably five, ten years down the road as, you know, data supply chain management.”

Bread0:20:50Share on X

“It is when. It's not it's not if. It's just a matter of when.”

Kool0:53:20Share on X

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Show discussion, not financial advice.