The Rollup The Truth About What Went Wrong with Crypto AI Agents with Tarun Chitra and Wei Dai
Apr 30, 2025
Tarun Chitra, chief researcher known for his expertise in crypto and AI, teams up with Wei Dai, a venture capitalist focusing on early-stage investments in the same fields. They discuss the pitfalls of early crypto AI agents and how reasoning models are transforming the landscape. Highlights include the revolutionary cost optimization of DeepSeek and the potential for MCP to become the "HTTP for agents." They also explore the parallels between AI's cost revolution and crypto's disruption, alongside the challenges posed by quantum computing.
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Quantum Computing Not Imminent Threat
- Quantum computing remains distant with no immediate threat to cryptography.
- Useful quantum applications like simulations may arise before cryptography breaks.
Next-Agent Wave: Reasoning Models
- Early crypto AI agents were premature, lacking self-correction and stability.
- New reasoning models enable long-term planning and autonomous action, raising agent capabilities.
Use MCP for Agent Interoperability
- Adopt MCP as a standard for agent interoperability like HTTP for tools.
- Build crypto tools around MCP for composability and wide agent accessibility.