The Rollup Kled AI & Accusations, The Staking Landscape, Texas BTC Reserve, CLOB Wars Debate, AI Agents & AutoFi with Avi Patel, Will Clemente, Brian Crain, Nick White, Douglas Colkitt and Sean Li
Jun 24, 2025
In this engaging discussion, Avi Patel, founder of Kled, tackles controversy around AI tools and token economics. Will Clemente shares macro insights affecting cryptocurrencies, while Brian Crain highlights early-stage ventures in crypto AI. Nick White delves into high throughput blockchain innovations at Celestia Labs, and Douglas Colkitt discusses his L1 chain, FOGO. Sean Li elaborates on token launches from the Newton Foundation. The conversation also covers Bitcoin reserves in Texas, CLOB infrastructure debates, and the evolving landscape of decentralized finance.
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Kled's Data Strategy for AI
- Kled's platform curates user-uploaded data to create tailored data sets for AI companies like OpenAI.
- This approach circumvents legal and quality issues with scraping or enterprise data acquisition.
Prioritize User Growth
- For consumer AI products, acquiring users is crucial as user growth signals success and attracts contracts.
- Founder-led marketing and viral user acquisition are key to gaining competitive advantage in this space.
Challenges for Staking ETFs
- Institutional interest in staking is mainly focused on Bitcoin ETFs; interest in staking other proof-of-stake tokens is minimal currently.
- ETF cost efficiency and redemption liquidity challenges are major hurdles for staking ETFs.