Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.

On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.

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TIMESTAMPS & RESOURCES

0:00 China & DeepSeek

12:43 Why Markets Rattled
en.wikipedia.org/wiki/Jevons_paradox

24:32 OpenAI & Perplexity Agent Products
x.com/OpenAI/status/1882509286439637448
x.com/perplexity_ai/status/1882466239123255686
x.com/sama/status/1884066337103962416

34:12 AI Agent Chain Wars

39:42 Virtuals is expanding to SOLANA!
x.com/virtuals_io/status/1883107553183162507
x.com/state_of_mika/status/1883107601183048078
x.com/vaderresearch/status/1883597990830731678
www.lookonchain.com/articles/1035

53:01 AIXBT is becoming a product
x.com/aixbt_terminal/status/1882755705586982969

56:01 VeniceAI launches a token that pays for your agent’s expenses
x.com/askvenice/status/1883925135825990091
x.com/iampaulgrewal/status/1884051994324947001

1:03:13 Griffain now has a Shopify integration for their agents
x.com/griffaindotcom/status/1883230795764322328

1:05:22 ARC partnered with Solana
x.com/arcdotfun/status/1884325639047819476

1:06:36 Ai16z $10M x Jupiter Fund & Rebrand?
x.com/shawmakesmagic/status/1883124194013319340
x.com/shawmakesmagic/status/1884376511391674742

1:08:45 What is Ejaaz paying attention to?

1:10:02 Closing & Disclaimers

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www.bankless.com/disclosures⁠