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Ejaaz (Ejaz)
Founder and CIO at 26CC and host of his own podcast; investor focused on AI and crypto who provides market analysis on AI compute, prediction markets, robotics, privacy, and tokenization.
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13 snips
Dec 5, 2025
• 1h 4min
Are We in an AI Bubble? | REKT Vision (December 05, 2025)
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Ejaaz, Founder and CIO at 26CC and a prominent voice in AI and crypto markets, joins the discussion with insights on the current AI race. He argues that AI demand is surpassing supply, hinting at continued growth rather than a cycle top. Ejaaz compares Google and NVIDIA's advantages while delving into the Clarity Act's potential to legitimize tokens in crypto. He also highlights robotics as a future investment theme, touching on the necessity of app demand for token valuations. Their conversation weaves through crypto maturity, prediction markets, and the evolving landscape of regulations.
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