In episode 66 of The Crypto Beat, Tim and Kelvin were joined by Galaxy's Michael Marcantonio and Ondo's Matt Blumberg to discuss the ways in which AI agents will operate in the economy, and how crypto and DeFi and primed to play a key facilitating role. They also make the case that despite bearish price action, every fundamental indicator is screaming bullish.
OUTLINE 00:00 - Introduction 02:40 - AI Meets the Money Legos 07:05 - Galaxy's AI & Crypto Thesis 09:17 - AI Trading Agents in Practice 14:48 - Ondo Perps & Capital Efficiency 21:50 - Perps Architecture Deep Dive 28:00 - Yield Capture as the New Meta 32:40 - Most Bullish Bear Market Ever 39:00 - BTC Price Predictions 45:00 - The Store of Value Debate 50:00 - AI Agents as DeFi's UX Fix
Guest links: Matthew Blumberg - https://x.com/matt_blumberg Ondo - https://x.com/OndoFinance Michael Marcantonio - https://x.com/marcryptonio Galaxy Digital - https://x.com/GalaxyHQ
Hosts: Tim Copeland - https://x.com/timccopeland Kelvin Sparks - https://x.com/imyoungsparks
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