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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🌐 CARTESI | MODULAR EXECUTION ON LINUX
https://bit.ly/3SYkjzF
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🎧 Listen On Your Favorite Podcast Player:
https://bankless.cc/Podcast
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
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TIMESTAMPS & RESOURCES
0:00 Intro
4:49 Why is Crypto x AI Narrative a thing?
https://media1.tenor.com/m/q0zcs7G7Fo...
/ 1764139946062029212
https://vitalik.eth.limo/general/2024...
10:40 Decentralized AI & Compute
https://x.com/TrustlessState/status/1...
https://x.com/anna_kazlauskas/status/...
https://www.coingecko.com/en/coins/fi...
https://www.coingecko.com/en/coins/ar...
https://www.coingecko.com/en/coins/re...
https://www.tradingview.com/chart/?sy...
20:00 Road to AGI
23:00 AI Memecoins
21:12 Crypto Narrative Guidance
/ 4
https://cryptonarratives.substack.com...
46:55 Top Signals
49:50 Predictions & Closing
/ 1758902284980027818
56:51 Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
------
🌐 CARTESI | MODULAR EXECUTION ON LINUX
https://bit.ly/3SYkjzF
------
🎧 Listen On Your Favorite Podcast Player:
https://bankless.cc/Podcast
------
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER
https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
------
TIMESTAMPS & RESOURCES
0:00 Intro
4:49 Why is Crypto x AI Narrative a thing?
https://media1.tenor.com/m/q0zcs7G7Fo...

https://vitalik.eth.limo/general/2024...
10:40 Decentralized AI & Compute
https://x.com/TrustlessState/status/1...
https://x.com/anna_kazlauskas/status/...
https://www.coingecko.com/en/coins/fi...
https://www.coingecko.com/en/coins/ar...
https://www.coingecko.com/en/coins/re...
https://www.tradingview.com/chart/?sy...
20:00 Road to AGI
23:00 AI Memecoins
21:12 Crypto Narrative Guidance

https://cryptonarratives.substack.com...
46:55 Top Signals
49:50 Predictions & Closing

56:51 Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures