Messari's Unqualified Opinions

Messari Annual Theses 2025 | AI x Crypto | Seth Bloomberg, Dustin Teander & Sunny Shi

Dec 16, 2024
Seth Bloomberg, a former research analyst at Messari now at Crucible Labs, and Dustin Teander, who focuses on AI agents, discuss the fascinating intersection of AI and crypto. They explore how AI benefits from crypto infrastructure, envision the future of AI agents in the market, and delve into the innovative BitTensor platform that connects AI and blockchain. The duo also shares their predictions for 2025, highlighting the transformation of financial systems as crypto integrates into AI frameworks and the evolving landscape of AI tokenization.
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INSIGHT

AI and Crypto Integration

  • AI and crypto could become deeply intertwined, similar to DeFi.
  • Crypto could become an integral part of building AI systems, like choosing a database.
INSIGHT

Key Players in AI x Crypto

  • BitTensor is the leading platform in the AI and crypto space, focusing on decentralized coordination.
  • AI agents are gaining traction, leveraging open-source AI and crypto rails for monetization.
ADVICE

Focus Areas in AI x Crypto

  • Focus on dynamic Tau and its impact on BitTensor.
  • Analyze the AI stack to identify exciting layers and discuss agent developments.
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