The Only way to get AI exposure in Crypto — Transcript

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1. 0:00So the whole AI trade has been pretty
2. 0:01much up only, and everybody in crypto is
3. 0:04sitting on the sidelines watching this
4. 0:06just go up. This is the weekly chart, by
5. 0:07the way. Weekly, weekly, weekly. On
6. 0:09Nvidia.
7. 0:11So this has been happening here for
8. 0:15chips as well.
9. 0:16Intel, SanDisk, Nvidia,
10. 0:20MU. It's a raging bull market
11. 0:23in AI.
12. 0:25Question is, how do you get exposure
13. 0:28to AI via crypto?
14. 0:31Now, the first thing I think of,
15. 0:34and the way I mainly get exposure to
16. 0:37crypto is through building.
17. 0:39Building bots using AI. Okay, I have
18. 0:42six Claude codes in front of me at all
19. 0:44times.
20. 0:46I just dropped the API key in the chat
21. 0:48for the Zoom,
22. 0:50but that gets you into the app. Let me
23. 0:51go ahead and say unlock.
24. 0:54I've got six Claude codes here at all
25. 0:56times.
26. 0:57So this is how I get exposure to AI. I
27. 0:59just build with them. I'm I'm a 100x
28. 1:02as good of a developer as I was before
29. 1:05AI, because I would be fiddling with one
30. 1:07project at a time for like 8 hours. Now
31. 1:09I can just be like boom bada bing bang
32. 1:10bang.
33. 1:12So I can build whatever I want.
34. 1:16I spend most of my time building bots.
35. 1:20That being said, with AI, you can build
36. 1:22anything.
37. 1:24I've always believed code is a great
38. 1:25equalizer, but
39. 1:28I mean,
40. 1:31it's kind of AI is the great equalizer
41. 1:33now, right?
42. 1:35Cuz if AI turns everybody into a coder,
43. 1:41that's pretty magical.
44. 1:43How else do you get exposure as a crypto
45. 1:45guy though to AI? Well, you can trade
46. 1:48stocks.
47. 1:53You want to try to chase that. Okay, the
48. 1:55biggest the the biggest like research
49. 1:57we've done here essentially
50. 2:00when it comes to
51. 2:03where did it lead us? It took us to
52. 2:04BitTensor.
53. 2:06BitTensor here, Tao.
54. 2:09Okay, BitTensor has actually been
55. 2:10trending a little bit here.
56. 2:12Nah, not really. Not really. From from
57. 2:15the bottom here, I guess if you caught
58. 2:16the absolute bottom that would be
59. 2:18trending.
60. 2:19But not really.
61. 2:21It's not really getting any of the AI
62. 2:22trade. 58%
63. 2:24There's other tokens that have done
64. 2:25that.
65. 2:29I think crypto is pretty beat down and a
66. 2:31lot of people in crypto have sentiment
67. 2:33that the
68. 2:35the stock market is going to go down as
69. 2:37well.
70. 2:38Now everybody in crypto we've kind of
71. 2:40shown that.
72. 2:42Sideways sideways action. So how do you
73. 2:44get exposure to AI? I've got this note
74. 2:46sheet on BitTensor that we can dive deep
75. 2:49into BitTensor right now.
76. 2:53But I continue to fade BitTensor.
77. 2:58Someone said it's the next Bitcoin.
78. 3:00Okay, I've heard that a lot.
79. 3:02I have that on my note sheet twice
80. 3:04actually here.
81. 3:05All of the different subnets that they
82. 3:07have, they're interesting because people
83. 3:08are incentivized to build and launch and
84. 3:10compete with their best
85. 3:13neural networks or whatever AI machine
86. 3:15learning models. Okay, that's how you
87. 3:17get exposure to AI via crypto. Okay,
88. 3:18that's one way at least.
89. 3:22Obviously you should be building all
90. 3:24that. I mean
91. 3:25everybody's a coder now. I believe code
92. 3:27is a great equalizer but
93. 3:30I've been proven wrong that AI is a
94. 3:31great great equalizer and that's that's
95. 3:34fair to say now because you don't even
96. 3:36really need to know how to code.
97. 3:38So everybody in crypto is pretty
98. 3:41tech savvy and should be able to use
99. 3:43Claude code.
100. 3:45It's intimidating because the name is
101. 3:46code.
102. 3:47It has code in it and you're just an
103. 3:48idea guy. Crypto idea guy, I get it.
104. 3:52But this is the generation for idea
105. 3:55guys.
106. 3:56So I hope you have six Claude codes in
107. 3:58front of you at all times.
108. 4:00You can start with one, move to two.
109. 4:03It's really easy to use.
110. 4:04Okay, so that's how crypto people get
111. 4:06exposed to AI right now because there's
112. 4:07no like
113. 4:09I don't see any buy and hold AI stuff.
114. 4:15The question that I have is are we
115. 4:17are we lagging?
116. 4:19And that's why I bring this topic up and
117. 4:21I want to look into it.
118. 4:24Are we lagging?
119. 4:26Boomers are on a on a generational run
120. 4:28here with the S&P.
121. 4:32The spy, straight up.
122. 4:34War announced I don't care how good you
123. 4:36are and if you don't have discipline,
124. 4:38you ain't nobody.
125. 4:39>> Right. You're nothing without discipline
126. 4:41cuz you give up on the slightest
127. 4:43struggle without discipline.
128. 4:45So you probably see me dive into the
129. 4:46white paper here on BitTensor. You can
130. 4:48do that on your own.
131. 4:50But it's a good idea.
132. 4:51There's a lot of
133. 4:54It's essentially incentivizing people to
134. 4:55work on machine learning models to make
135. 4:57the AI better and better on different
136. 4:59niches of AI. Like one company or subnet
137. 5:02is what they're calling them. I
138. 5:03essentially look at them as little
139. 5:05companies under
140. 5:06BitTensor.
141. 5:08One is um
142. 5:09>> [snorts]
143. 5:11>> trying to build their own model. AI
144. 5:13model to compete with Anthropic.
145. 5:16Is that true though?
146. 5:18Is that true?
147. 5:20I know one of them is trying to compete
148. 5:22with Claude code.
149. 5:24Can't tell you which one.
150. 5:26There is a place that you can go see all
151. 5:27the subnets.
152. 5:30God, every time I start talking about
153. 5:31it, I get a little bullish
154. 5:34on BitTensor.
155. 5:38But what last cycle taught me is the
156. 5:40tech doesn't matter, dude. And BitTensor
157. 5:42is interesting on a technical
158. 5:47Like with the technical mind. Like you
159. 5:48can go deep into it. I can barely
160. 5:50explain it and I've I've done like
161. 5:528 hours, I'd say, maybe 12 hours of
162. 5:55research. So, obviously not smartest in
163. 5:58the world at it.
164. 6:03I don't know. The exposure that we have
165. 6:05to crypto
166. 6:06AI as crypto people is just code.
167. 6:09There's code, but you don't have to know
168. 6:10how to code is a crazy thing. So, that's
169. 6:13that's my main exposure because I can
170. 6:15build systems to trade any
171. 6:18market that's on Hyperliquid.
172. 6:21app.hyperliquid
173. 6:24So, how do you get exposure
174. 6:26to AI as a crypto native?
175. 6:30Build stuff. It doesn't have to be bots.
176. 6:32Doesn't have to be
177. 6:35algorithms, whatever you want to call
178. 6:36them.
179. 6:37But, if you are in that arena, well, you
180. 6:39do have exposure to Nvidia, Circle,
181. 6:42Intel, Tesla.
182. 6:45But, the DJ in me is like, what? Are we
183. 6:47lagging? Are we lagging or
184. 6:50is crypto actually cooked? Everybody
185. 6:52says crypto's cooked. It is cooked.
186. 6:55But, that's usually like
187. 6:57a signal
188. 6:58in my mind. Now, I'm not a financial
189. 7:00advisor. None of this is financial
190. 7:02advice.
191. 7:03Please don't take it as so. I just need
192. 7:06to dive deeply
193. 7:07into what is our exposure
194. 7:14as crypto crypto-ians
195. 7:20to AI.
196. 7:22Now,
197. 7:24many of you may have remembered
198. 7:26AI 16Z.
199. 7:29I feel like when AI
200. 7:31went through this whole like crypto AI
201. 7:34thing, AI 16Z
202. 7:39was one of the names.
203. 7:43I never got too interested in it, thank
204. 7:44God.
205. 7:46AI 16Z is down 90 100%.
206. 7:50The only one that I got into
207. 7:53was Fart Coin, and this was a wild ride.
208. 7:59Now it's at the absolute lows,
209. 8:02which is interesting to me.
210. 8:06Because Fart Coin essentially
211. 8:10what was it? Launched by goat? So now
212. 8:13goat was an AI
213. 8:15they unleashed and the first
214. 8:18meme coin he launched was Fart Coin and
215. 8:21everybody farts, so you're always
216. 8:22thinking about this. Okay, but that is
217. 8:24such a reach and that's going back
218. 8:27two years.
219. 8:29The thesis two years ago
220. 8:32was Fart Coin
221. 8:35was AI's
222. 8:37first meme coin.
223. 8:43That's the only exposure to crypto we
224. 8:45have to AI we have in crypto.
225. 8:50I can't think of anything else.
226. 8:54And the question if anybody can answer
227. 8:56that only the future can answer answer
228. 8:58this. Are we lagging?
229. 9:02Are we lagging the S
230. 9:04the ES 1 the SPY? Are we lagging the
231. 9:06stock market? Yes or no?
232. 9:09Or is crypto just cooked?
233. 9:13I'm not financial advisor, none of this
234. 9:15is financial advice,
235. 9:17and I'm going to be accumulating
236. 9:20tokens
237. 9:22at these bottoms
238. 9:26that I will be selling.
239. 9:30So if I ever talk about a token,
240. 9:32don't think I'm just going to hold it
241. 9:33forever, okay?
242. 9:34I'm going to have systems sitting there
243. 9:37accumulating when everybody else is
244. 9:39capitulating. I've already shown you how
245. 9:41to build all that.
246. 9:43I've shown you how to build everything
247. 9:45over the last 5 6 years for free
248. 9:48on YouTube.
249. 9:54But the question that you and I both
250. 9:55need to be able to answer
251. 9:58is are are we lagging? Cuz if we're
252. 10:00lagging
253. 10:04something's going to go crazy here.
254. 10:07But if we're not lagging and crypto's
255. 10:08actually done, we're going to zero. So,
256. 10:10that's [laughter] the that's the
257. 10:11question that I'm over here like trying
258. 10:13to answer. You see like in these last
259. 10:14couple weeks we've been toying around a
260. 10:16little bit more with Solana. Uh we have
261. 10:19I have my copy bot running all all day
262. 10:22every day, so I can essentially find
263. 10:26potential winners. Essentially, what it
264. 10:27does it just puts a dollar in and then
265. 10:29it waits for things to explode. For
266. 10:32example, that's how we found tongue
267. 10:34tongue Sahore went 23x in my wallet.
268. 10:38It's just like, okay, if it went up it
269. 10:39went up. The way I found Fart Coin 2 3
270. 10:42years ago was it I put a dollar in and
271. 10:45it went up to like 30 40 50 dollars. And
272. 10:48it's like, okay, well that is literally
273. 10:50trending and it's it literally been in
274. 10:51my face all week all month all year.
275. 10:54So, my question to myself and this is
276. 10:58not
277. 11:00advising you to do anything. My question
278. 11:01to myself is
279. 11:03are we lagging?
280. 11:06Are we lagging
281. 11:09on the AI trade, yes or no?
282. 11:13If no and crypto's dead
283. 11:15things like Pump Fun, Fart Coin, all
284. 11:18these trashers, they're they're just
285. 11:19going to keep going down down down
286. 11:21-99.9%.
287. 11:24But if we are lagging, I need to find
288. 11:26exposure
289. 11:28to AI through crypto.
290. 11:31Because this like
291. 11:33you know, maybe I'll eat my words, but
292. 11:36this has been straight up, like
293. 11:38Nvidia's.
294. 11:43And as I say these things, and this is
295. 11:45good. This is like this is like good
296. 11:46therapy.
297. 11:48>> in all of us. It's very simple.
298. 11:52This is what I believe.
299. 11:55And
300. 11:56I'm willing to die for it. Yeah.
301. 11:58Period. I appreciate you guys like
302. 12:00thinking this through with me.
303. 12:02Letting me speak this stuff through,
304. 12:04because that's all I'm doing here, and
305. 12:05all I've been doing for the last 5, 6
306. 12:07years. I'm extremely open because this
307. 12:08is my actual time that I'm working on
308. 12:10trying to make a billion dollars.
309. 12:13You know, so like I got to tell you
310. 12:15everything. Of course, I don't want any
311. 12:17of this to come off as financial advice.
312. 12:19I don't care what you do. I'm just
313. 12:21showing you guys what I'm building each
314. 12:22day.
315. 12:26And you can't ignore this AI bubble that
316. 12:28we're in. How much bigger is the bubble
317. 12:30going to get? Is the question.
318. 12:32If it sticks around for 6 months more,
319. 12:38is crypto lagging? Okay, if crypto is
320. 12:40lagging, well, there's just a a ton of
321. 12:42liquidity, a bunch of money being made
322. 12:45in stocks right now.
323. 12:47Is that going to rotate? Yes or no?
324. 12:51If it's going to rotate, where's it
325. 12:52going to rotate to? Well, what's the
326. 12:54best casino? People will say HyperLiquid
327. 12:57is the best casino right now, but it's
328. 12:58not the best casino. It's not. It's not
329. 13:01the best casino, because there's not
330. 13:02enough people that leave winning on
331. 13:04HyperLiquid.
332. 13:06Now, if you've got bots and you have the
333. 13:07tech technical ability to build systems
334. 13:10that trade autonomously, sure, that's
335. 13:13one thing, but most of you aren't going
336. 13:14to do that. It's too hard.
337. 13:16It's too hard for you.
338. 13:19So, what's the best casino?
339. 13:24I got to say the best casino in the
340. 13:25world right now, well, not right now
341. 13:29cuz it's not going straight up like it
342. 13:30was. But when
343. 13:32the lights are on
344. 13:35isn't Solana the best casino?
345. 13:39Because people are actually running it
346. 13:41up 100x 1000x.
347. 13:43Now, I'm just trying to think like the
348. 13:45the we have to think like the masses,
349. 13:47right?
350. 13:48It's so easy to be like BitTensor you
351. 13:49can have machine learning models worked
352. 13:51on a decent decentralized machine
353. 13:53learning models worked on by a but your
354. 13:55your eyes just glaze over, dude.
355. 13:57And that's what 2024 taught me.
356. 14:02I always said F the tech.
357. 14:05And I'm a big like BTC, Ethereum guy,
358. 14:07OG, yadda yadda, real deep into the
359. 14:09tech. Ave.
360. 14:12Gosh, yeah. Come on, dude. Like
361. 14:15you want to be right or do you want to
362. 14:16make money is the question that I ask
363. 14:17myself. And I'm not sitting here saying
364. 14:20that memes are ever going to come back.
365. 14:23But what I noticed a couple years back
366. 14:25is the rest of the world doesn't care
367. 14:27about the technology.
368. 14:31They just want to have fun.
369. 14:35That's why you see all these colors on
370. 14:36my screen now. Because a couple years
371. 14:38back I was like, yeah, F this, dude.
372. 14:40This tech like Chainlink, all this BS,
373. 14:42all this smart stuff is going up like 60
374. 14:4570% while other things are going up a
375. 14:46lot.
376. 14:4730x.
377. 14:49It's literally this bot.
378. 14:51So, my question
379. 14:54to myself and you know, let me know
380. 14:56below as well because I would love to
381. 14:57know your thoughts.
382. 15:00How
383. 15:02do we get exposure to AI
384. 15:05via crypto?
385. 15:07BitTensor, okay.
386. 15:09Sure. If you're an absolute degenerate,
387. 15:13is technically the first meme made by an
388. 15:16AI. And that if you were here 2 years
389. 15:18ago, you saw how many people rallied
390. 15:20around that thesis. It just is what it
391. 15:22is.
392. 15:23I also farted earlier and I giggled, so
393. 15:25it was just like
394. 15:27is this our exposure to AI? Because
395. 15:29that'd be kind of funny. That'd be kind
396. 15:31of funny, dude. That'd be kind of funny.
397. 15:33That being said, it's absolutely cooked.
398. 15:34It's down like 95%
399. 15:37um
400. 15:38it's not um I don't know. It's not
401. 15:40financial advice. I'm not financial
402. 15:41advisor. So, the other thing that I
403. 15:43mentioned at the start is just keep
404. 15:44building.
405. 15:46Keep building. Um
406. 15:48I may start building some other things
407. 15:50as well.
408. 15:51Cuz I've got systems that are locked and
409. 15:53I'm not trying to be
410. 15:55uh Mr. HFT.
411. 15:57So, some people have the ambitions to
412. 15:59trade on the 1 minute. You can work on
413. 16:01this game forever.
414. 16:03I've got systems that cook, so
415. 16:05I've got time.
416. 16:07I actually still got wet underwear on
417. 16:08right now because I just got back from
418. 16:10the beach.
419. 16:14So,
420. 16:16how do you get exposure as a crypto
421. 16:17native? Well, you're technical enough to
422. 16:19start coding, so AI is a great
423. 16:21equalizer. You can build anything now.
424. 16:23I'm about to jam out on this other
425. 16:24random projects here today.
426. 16:27I've shown you guys so much. I've shown
427. 16:29you so many bots.
428. 16:30You do get access to the road map when
429. 16:32you do show show up to the the Zoom.
430. 16:34I'll have a Zoom tomorrow as well.
431. 16:35moondev.com/
432. 16:37road map. You just put that API key in
433. 16:39that I pass in and then this will show
434. 16:41you how to automate your trading.
435. 16:43Like you can have all that. I've already
436. 16:45shown you how to do that. I'll I'll hold
437. 16:47your hand from not knowing how to code
438. 16:49just being a Degen to get you to a place
439. 16:52where you're a fully automated trader.
440. 16:54Just go get that road map. It's a
441. 16:55tomorrow Zoom call.
442. 16:57The Zoom's five bucks though, so I got
443. 16:59to put a gate up. I don't want to talk
444. 17:00to everybody. I'll answer everybody's
445. 17:01questions here in the chat right now.
446. 17:03Um there's a bunch of code as well here
447. 17:05and a book list and just pretty much
448. 17:06everything you need to get started.
449. 17:09If that's the route you want to go.
450. 17:12But like I said, I got some fire things
451. 17:13I'm going to build, but I'm going to cut
452. 17:14this here.