We start by talking about the recent deployment of Agent Cookie and how it is showcasing the utilization of multi-agent swarm technology to more efficiently produce content. We speculate on how these types of swarms can be applied to produce content that can reach a broader demographic outside of crypto twitter, also share our insights on the current state of the AI agent landscape now that the sector is down 70-80% from its all time highs. We then transition to the Bittensor ecosystem and how we think the launch of dTAO will play out. This is a moment we have been waiting to see manifest for over 2 years and if successful gives TAO the potential to be regarded as the ETH of this cycle. However there are several contingencies that have to be considered in regards to the existing market participant demographics and the probability of an original product emergence from within the ecosystem itself.

We break down how important innovation and new narratives are for ecosystems to experience success in the web3 space. We’ve seen ecosystems that have good designs on paper such as Polkadot play out to not meeting the initial expectations set at their launch. We believe the cause of this is due to a lack of innovative products that were deployed that leveraged that ecosystems benefits and unique properties. Bittensor will require the same in order for it to stand out at the end of the day for it to achieve its unicorn status in the crypto AI landscape.

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We break down the state of the Meme economy and make comparisons to what we saw in the 2021 bull cycle. Memes on Solana have strong parallels to the NFT market on Ethereum from last cycle, especially when you compare revenue figures of the top marketplaces like pump.fun to Opensea. We give our thoughts on where we are on the timeline of meme mania and speak about the impacts memes are having on the broader crypto market. This includes methods of launching new projects by leveraging memes as a more user friendly go to market vehicle to onboard community and then adding complexity layers down the road to not off-put sentiment.

Also, when it comes to marketing narratives memes seem to be dominating the mind share so we discuss how we are approaching $NAT from a marketing perspective. Now that $NAT is weeks away from officially becoming Bitcoin’s second subsidy reward coin, how we classify this new coin is important for public perception. Some do not see $NAT as a candidate to fit within the existing market demographic of memes and rather see a new narrative formed around the coin that distinguishes it from the meme asset class due to its technical provenance to DMT and the broader mission of supplying Bitcoin miners with additional subsidy to sustain network security. We discuss our thoughts on this and also the liquidity dilemma when it comes to supporting Bitcoin assets. All sectors of the Bitcoin ecosystem are facing this problem and are actively working toward building solutions that can either bring more liquidity to Bitcoin from other chains or port Bitcoin native assets to other chains like Solana to benefit from those capital markets.

We have a deep dive discussion with the founder of MOSS AI about the conceptual emergence of AGI and how this reality intersects with the web3 economy. Landon is building a crypto ecosystem focused on supporting the emergence of blockchain based AGI. The ecosystem has several layers of technical complexity as well as a multi token approach. Landon explains the purpose and utility for each token and how collectively they align all the facets of the ecosystem together to produce productive AI Agents with highly specified and tuned functional purpose. We break down what the ultimate goal is for the MOSS ecosystem and how AGI will impact humanity at scale. Since Landon has an extensive background in the metaverse space we put our minds together to theory-craft multiple scenarios where productive AGI framework like MOSS can help aid in the construction of a sustainable digital economy. We also get into the sustainability of the AI Agents themself since they have cost requirements similarly to how smart contract execution has cost requirements. All together the MOSS economy is designed to give Agents the possibility of producing valuable output in order to maintain their own sustainable pathways to continue their performance and to eventually partake in the digital and physical economy autonomously.

We begin our discussion by detailing our experience over the last month of tussling with the injection of AI into all things relevant to our existence. Not just from what we have been building in context of the crypto space, but also our personal livelihood. We explain how we have built a core thesis around the metaverse over the last 5 years since we began development in Decentraland. Now with AI that core thesis is beginning to shift and our interpretation as to what needs to be built is changing dramatically as a result.

We showcase some examples of this while stumbling onto a metaverse builder in the newly deployed Bitmap Emporium world while on the podcast. As we watch this human builder concept a virtual casino on his parcel, we begin to imagine how an agentic economy will form synergies with what already exists. We then envision a reality where AI is producing content so rapidly and at such a low cost that it diminishes the value proposition of the content application layer itself, which we believed held the most value in context of the metaverse economy due to its difficulty to produce by human developers. We then to theory craft what can emerge to supplement this removal of value. Will it be a DMT based commodity layer that embeds intrinsic value into the digital economy of the metaverse that agents and humans can co-operate to harvest and extract?

We discuss the rapid acceleration of AI technology with Bootoshi, founder of Cypher Genesis and the Bitcoin Boo’s. With Bootoshi’s expert understanding of the AI sector, we explore the depths of use cases for AI integration not only in the crypto sector, but for real world use as well. Bootoshi is leading a movement of AI enthusiasts who are dedicated to improving their personal abilities with AI in order to compete with the impending agentic economy. We discuss how best to leverage AI and assess the role of humanity in context of Agents displacing a lot of human need for economic contribution. 2025 being touted as the year for AI dominance it is important to find an optimal positioning and understanding of how the market will evolve in order to capitalize effectively.

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