AI Memecoins & Lessons for Narrative Investing
Ryan and David share another Bankless Takes episode where they discuss their AI memecoin analysis, why AI crypto tokens are a big deal, how to speculate on narratives like AI memecoins (lessons and guidance for “narrative investing”, and what are the next big narratives this cycle.
TIMESTAMPS & RESOURCES
0:00 Intro
4:49 Why is Crypto x AI Narrative a thing?
https://media1.tenor.com/m/q0zcs7G7FogAAAAd/galassia-galassie.gif
https://twitter.com/0xMubeenn/status/1764139946062029212
https://vitalik.eth.limo/general/2024/01/30/cryptoai.html
10:40 Decentralized AI & Compute
https://x.com/TrustlessState/status/1762318512507208182
https://x.com/anna_kazlauskas/status/1764675698310926459?
https://www.coingecko.com/en/coins/filecoin
https://www.coingecko.com/en/coins/arweave
https://www.coingecko.com/en/coins/renderc
https://www.tradingview.com/chart/?symbol=MEXC%3ATAOUSDT
20:00 Road to AGI
23:00 AI Memecoins
21:12 Crypto Narrative Guidance
https://twitter.com/0xMubeenn/status/1764139946062029212/photo/4
https://cryptonarratives.substack.com/p/how-to-catch-a-few-20x-to-100x-coins
46:55 Top Signals
49:50 Predictions & Closing
https://twitter.com/mrjasonchoi/status/1758902284980027818
56:51 Disclaimers