Episode Details
| Title | Navigating the Markets with Matt and Roland |
|---|---|
| Date | 11/28/2024 |
| Podcast | 0xResearch ↗ |
Key Insights
Bullish:
- 🟢 $CRYPTOAI - The intersection of AI and crypto is seen as a strong long-term trend, with crypto bringing verifiability to AI. This includes the potential of AI agents and AI companionship tokens to drive adoption and bring emotion on-chain, potentially solving the 'adoption dilemma' in crypto.
- “I think that the trends that are emerging now on the utility side should definitely be taken, a look at, especially on the AI x crypto side because what crypto brings to AI is verifiability, which AI doesn't have intrinsically. And these trends may not necessarily pan out over the next 6 to 12 months, but they're definitely very strong trends to look at over the next 5 to 10 years.” - Roland (12:08)
- “I think that AI companionship, is able to bring something on chain that we haven't had on chain. On chain, we've only had users that are driven by financialization, which comes by swapping, by yields, by speculation. But once you bring emotion on chain, then you're actually potentially able to break what I call the, like, adoption dilemma.” - Roland (1:03:08)
- “I think that, like, the recent listings of Peppa and WIF on Coinbase and Robinhood are huge because there is a certain amount of institutional capital in the US that is unable to access other platforms like Binance or OKX or any other non US, exchanges. So I think that is a paradigm shift.” - Roland (59:59)
- “I quite like Blob, for example, and I just wanna, like, share more about my, my thought process. So I think I I mean, I analyze these tokens like DeFi tokens. Even more than DeFi tokens, I think they're DeFi tokens with a cult leader. The cult leader is the dev.” - Roland (1:04:48)
- 🟢 $BTC - 🔒
- 🟢 $SOL - 🔒
- 🟢 $MEME - 🔒