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. 

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https://bankless.cc/Podcast 

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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 

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

STATE OF THE NATION #4 - Tuesday, July 7, 2020

The State of the Bankless Nation is....HUNGRY! The bankless boys discuss why.

Plus a special guest...Luke Martin from VentureCoinist!

Watch the video here.

Covered:

1. Is ETH a good narrative investment?
2. What $2B locked in DeFi means
3. The DeFi Vortex!

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We show:

1) DeFi Pulse hits $2 billion!
https://defipulse.com/

2) The DeFi Vortex
https://twitter.com/paulsalis/status/1278920299136741378

3) Ethereum's tech tree
https://bankless.substack.com/p/ethereums-tree-of-life-market-monday-34c

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Episode Actions:

1) Look at $2B on DeFi pulse!
https://defipulse.com/

2) Think: what are the next crypto narratives?

3) Watch for David's article on Bankless tomorrow! https://bankless.substack.com/

Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!

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Don't stop at the show!

Subscribe to the Bankless newsletter program

http://bankless.substack.com/

 

Visit the official Bankless website for resources

http://banklesshq.com/

 

Follow Bankless on Twitter

https://twitter.com/BanklessHQ

 

Follow Ryan on Twitter

https://twitter.com/ryansadams

 

Follow David on Twitter

https://twitter.com/TrustlessState

 

Follow DeFi Dad on Twitter

https://twitter.com/DeFi_Dad

 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.

 

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