Bankless Station, we got a Bankless Takes episode for you because we got something top of mind and I think it should be top of mind for you as well.

David, you wanted to come talk about AI tokens and I think that will unleash a few other

topics as well that are adjacent including narrative investing and how to make that

you know 20 to 100 x gain whether that's even possible this bull cycle but first what are we going to cover today to tell me why you're excited about AI tokens I think today Ryan I want to plant a flag and say that the next

crypto cycle the 2024 2025 bull market cycle, is going to be the AI

token cycle. In 2017 we had the ICO cycle in 2021 we had NFTs in 2025 we will have AI tokens and I'm seeing

these like just two parallel technologies just converge together in spectacular fashion.

So I want to talk about some of the experiences I had at ETH Denver,

call AI Denver.

The world of decentralized compute, the road to AGI

that crypto can facilitate, and why crypto and AI is such a match made in heaven

and why I think it's going to define the whole entire market cycle that is this incoming

extremely frothy, extremely speculative bull market?

I think that's a good grounding for what I want to talk about too David which relates to

sort of AI tokens. The question of is this a narrative trade, a narrative investment? I think your answer to that

and comparing it to ICS would be yes it is. Maybe there's something fundamental here but it

almost is certainly a narrative investment. So I think we want to broaden that and talk a little bit

about narrative investing in crypto in general.

And maybe some of the lessons or frameworks that apply because I saw a

fantastic piece by a guy named Victor that I want to share with you too David and then maybe we could conclude with talking about what the next big narratives this cycle might be.

I think you came back from me Denver with a list of three that we want to get into.

One very big one and then no second place and then a third and fourth place.

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