In this week's Roundup, the crew dives into the growing intersection of AI and crypto, and the debate over AI agents transacting onchain. They explore the viability of zkAI, VC interest in crypto amid an AI-driven funding landscape, and the growing divergence between the OP Stack and Arbitrum. Finally, they tackle on-chain governance struggles, the fixation on block times, and why, despite bearish sentiment, the long-term future of crypto has never looked brighter. Enjoy!
Resources
OP Stack & Arbitrum Stack diverging: https://x.com/pumatheuma/status/1897746210351726883
Funding Rounds in Crypto: https://defillama.com/raises
Mert’s SIMD-228 Post: https://x.com/0xMert_/status/1900172113287565754
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Timestamps:
(00:00) Introduction
(02:57) Why Would AI Agents Transact Onchain?
(07:17) Is zkAI Viable?
(10:45) Supra Pre-Roll
(11:10) Does Grok Suck?
(12:59) VC Interest in Crypto
(15:30) OP Stack and Arbitrum Orbit Stack Diverging
(27:02) Are Regulatory Pressures Impacting L2 Models?
(34:16) Supra Mid-Roll
(35:00) The Fixation on Block Times
(40:11) Onchain Governance Struggles
(55:57) Optimism For Crypto's Future
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed.