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cover of episode The AI Agent & Memecoin Thesis | Pantera’s Matt Stephenson

The AI Agent & Memecoin Thesis | Pantera’s Matt Stephenson

2024/10/30
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Matt Stephenson
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专注于电动车和能源领域的播客主持人和内容创作者。
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主持人:本文探讨了AI代理在区块链上的应用,以及由此带来的机遇和挑战,特别是GOAT memecoin的出现,以及AI代理对加密货币市场的影响。 Matt Stephenson:AI代理与区块链的融合是一个渐进的过程,GOAT memecoin的出现只是加速了这一进程。AI代理更接近于经济代理,能够在不确定和意外的环境中自主行动并适应变化。经济代理的概念源于经济学研究,它描述的是个体或实体为了实现目标而与他人或环境进行互动的一种关系。GOAT memecoin的走红是AI代理参与加密货币市场的一个典型案例,它通过在社交媒体上互动并影响叙事来推动代币价格上涨。早在2017年,Coinbase创始人就预见到了区块链将成为AI生命体的底层架构,AI可以通过代币来控制资源并在现实世界中行动。AI代理使用加密货币并非出于偶然,而是因为区块链技术为AI代理的自主运行和监管合规提供了独特的优势。AI代理可能成为区块链空间的主要消费者,从而改变现有区块链空间的供需关系。Sam Altman的名言“AI是无限的丰富,而加密货币是有限的稀缺”突出了AI的创造性和加密货币的稀缺性之间的对比,这两种技术之间的结合可能产生巨大的价值。 AI代理的出现可能引发政府和社会对AI和加密货币监管的担忧,并可能导致新的道德和社会挑战。DeFi与AI代理的结合可能存在机遇和挑战,其发展取决于技术和监管因素。某些区块链可能会因为AI代理对区块空间的需求而受益,但具体哪些区块链会受益更多,目前还难以预测。 Matt Stephenson: AI代理的出现,特别是像GOAT这样的Memecoin,标志着AI与加密货币领域融合的一个重要时刻。AI代理更像经济代理,能够自主行动并适应变化,这与传统机器人程序有本质区别。经济代理的概念强调个体或实体为了目标与环境互动,AI代理正体现了这种特性。GOAT memecoin的成功案例显示了AI代理如何通过社交媒体互动和叙事影响来推动代币价格上涨。区块链技术为AI代理的自主运行和监管合规提供了独特的优势,这解释了为什么AI代理会选择在区块链上运行。对区块链空间的需求,以及对计算资源和数据存储的需求,将推动相关基础设施的发展。虽然AI的创造性带来无限的丰富,但加密货币的稀缺性将赋予AI代理在区块链上的应用独特的价值。政府和社会对AI代理的监管和道德担忧是不可避免的,这需要我们谨慎地应对。DeFi与AI代理的结合将带来新的机遇和挑战,这需要技术和监管的共同努力。目前,很难预测哪些区块链将从AI代理对区块空间的需求中获得最大收益,这需要持续的观察和分析。

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The collision between crypto and AI agents has officially begun. Matthew Stephensen of Pantera Capital research partner and author of “Crypto: Picks and Shovels for the AI Gold Rush,” joins us today. 

We dive into the world of autonomous AI agents on blockchains, discussing the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. 

Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain.

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------ TIMESTAMPS

0:00 Intro 5:34 Crypto x AI Narrative Shift  6:39 AI & Economic Agents Explained  11:50 GOAT Memecoin Summary  23:15 Were AI Crypto Agents Obvious?  25:18 Luna AI Token & Terminal  29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance  42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers

------ RESOURCES

Matthew Stephenson  https://x.com/stephensonhmatt

Crypto's Role In The AI Revolution https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush

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