This week, we discuss the dip in the crypto markets and welcome Ejaaz Ahamadeen, ex-Product Manager at Coinbase and founder of 26 Crypto Capital, who shares his insights on the AI agents sector. Ejaaz delves into the significance of crypto AI agents versus centralized services, navigating the intricacies of emerging subsectors, and addressing practical challenges like AI hallucination. Additionally, the episode covers major trading updates, including corporate investments and ETF flows, plus some regulatory news. We also look at recent stablecoin growth and offer a comprehensive view of current market dynamics and future trends. Finally, we tackle market innovations such as Uniswap Labs’ new Layer-2 ‘Unichain’ as well as Lido’s vault upgrades.

Links:

• Coinbase Research
• 2025 Crypto Outlook

Topics Covered:

• AI agents: Why they matter and where’s the value accrual
• Trading Trends: Some large scale corporate purchases of crypto, changes in perp volume dominance
• Onchain Updates: Launch of L2 Unichain, Lido vault upgrades

Host: David Duong, Head of Institutional Research
Special Guest: Ejaaz Ahamadeen, 26CC

Speakers:

• Joshua Pak, CES Trader
• David Han, Research Analyst