AI ROLLUP #12: Kaito's Secret Token Utility | Grok 3 Released | Bittensor Launch | Virtuals Revenue Record
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. ------ 📣 RESERVE | INVEST IN CRYPTO NARRATIVES https://bankless.cc/reserve ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐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 ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/36 ------ 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 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:10:58
SEC's Crypto Task Force: A New Era for Regulation? | Hester Peirce
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! ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ 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 ------ RESOURCES Hester Peirce https://www.sec.gov/about/sec-commissioners/hester-m-peirce https://x.com/HesterPeirce ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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51:06
ROLLUP: Trump vs. The Fed | Staked ETH ETF | The First Stage 2 Rollup | Robinhood's Crypto Pivot
This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we debate whether airdrops are truly over. We also dig into Vitalik’s “communist” joke and Dave Portnoy’s memecoin mania. Tune in for all the drama and alpha happening in the second week of February! ------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00:00 Start 00:03:33 Trump vs The Fed http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html http://x.com/bennyjohnson/status/1889681567779283447 00:06:25 Tarun Market Takes 00:10:18 ETH Staking ETF http://x.com/WatcherGuru/status/1889803399320969603 http://x.com/RasterlyRock/status/1889856397032235226 00:15:26 Robinhood Enters The Chat http://x.com/Tyler_Did_It/status/1889833087258992937 http://x.com/bridge__harris/status/1889904770485461389 http://x.com/0xjaypeg/status/1889805008318906689 00:27:13 Brian Quintenz Nominated to Lead CFTC http://warpcast.com/brianquintenz/0xbd4cc8ef http://x.com/TrustlessState/status/1889736851474333932 00:30:08 Is The Airdrop Meta Over? http://x.com/ffvv1211/status/1889333575348355152?s=46 00:34:21 MegaETH Exploring Alternatives http://x.com/megaeth_labs/status/1889733671420330150 http://x.com/barnaclebarny/status/1889936153509503193 00:40:38 OpenSea SEA Airdrop http://x.com/openseafdn/status/1890041091577057522 http://x.com/dfinzer/status/1890039791808376874 00:46:17 Ethereum Shenanigans http://x.com/VitalikButerin/status/1889771554512200166 http://x.com/ameensol/status/1889774627796427235 http://x.com/TrustlessState/status/1889900532770414985 http://x.com/laurashin/status/1890044244750135695 http://x.com/ethereumfndn/status/1889978208986280031 00:52:51 Arbitrum Launched BOLD http://x.com/ArbitrumDevs/status/1889709836226416805 http://l2beat.com/scaling/projects/arbitrum 00:55:19 JailStool http://x.com/stoolpresidente/status/1887963615161905566 http://x.com/stoolpresidente/status/1887936281058947391 http://x.com/stoolpresidente/status/1887960660820042168 http://x.com/stoolpresidente/status/1889032422768918834 http://x.com/stoolpresidente/status/1888332104016015781 http://x.com/stoolpresidente/status/1888337834605420917 http://x.com/trustyournuts/status/1888336912844255436 http://x.com/CryptoKaleo/status/1888420272182604043 http://x.com/stoolpresidente/status/1888598919354941897 http://dexscreener.com/solana/etcwbb9ft7yyagpkvz6ag1qzwpjxs79tg2r7tszyup72 01:04:01 Where To Find Tarun https://x.com/tarunchitra ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:06:08
AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad
Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/34 ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:17 Crypto x AI Exposure Strategy 10:56 Elon’s $97B OpenAI Bid 13:14 Crypto x AI Mindshare & Markets https://www.cookie.fun/ https://x.com/S4mmyEth/status/1889675738099376149 https://x.com/dv_memetics/status/1888956005515477372 https://x.com/0xelonmoney/status/1889743777088360909 22:48 Andrej Karpathy https://x.com/karpathy https://x.com/hyperbolic_labs/status/1887229114769359013 22:58 Replit comes out with a mobile app https://x.com/Replit/status/1887159041455169683 https://x.com/karpathy/status/1886192184808149383 33:12 X (Twitter) is getting involved in agents https://x.com/ethermage/status/1887526320487473326 37:24 ARC reveals their new launchpad & agent launch https://x.com/cryptopunk7213/status/1889768219873099902 https://x.com/askjimmy_ai/status/1889736290696045017 https://x.com/0thTachi/status/1887620290727059731 51:17 Virtuals are live on Solana! https://x.com/virtuals_io/status/1889365020393496910 https://x.com/gkisokay/status/1889721779146596503 https://x.com/virtuals_io/status/1887508625268367843 https://x.com/gkisokay/status/1889331963917729993 59:03 AIXBT holders can now connect X account = richer agent interactions https://x.com/aixbt_terminal/status/1887355817957204434 1:02:46 Ai16z (ElizaOS): a brutally raw take https://x.com/CryptoStreamHub/status/1887435927309721992 1:07:57 What Ejaaz focused on this upcoming week 1:08:59 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:09:36
Berachain 101: Everything You Need To Know | Founder Smokey The Bera
In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project’s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain’s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market. ------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ------ TIMESTAMPS 00:00 Start 05:10 How Did Bera Come To Be? 09:43 Starting With Community 12:09 The Memetic Roadmap 14:43 Proof Of Liquidity 20:41 The Triangle Based Loop 33:26 Liquidity Provisioning 35:21 Discovering Equilibrium 38:28 How To Grow Market Share 43:53 Bera and Monad 47:13 Addressing Criticism 53:51 2025 Roadmap ------ RESOURCES Smokey - https://x.com/smokeythebera ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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