Chaos, AI, and Bitcoin valuation thesis

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Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.

00:00 - Introduction to the Chaos of AI and Bitcoin

03:00 - The OpenClaw Acquisition: Implications for Open Source

05:52 - Understanding OpenClaw: Functionality and Risks

08:48 - The Future of AI Agents and Their Interactions

12:08 - The DIY Approach: Parallels with Bitcoin

15:08 - On-Prem vs Cloud: The Data Ownership Dilemma

18:14 - The Evolution of Payment Systems for AI Agents

21:04 - Stablecoins vs Bitcoin: The Payment Landscape

24:09 - The Future of AI and Payment Integration

31:04 - Navigating AI and Crypto Payment Systems

34:33 - The Intersection of AI and Digital Assets

39:59 - TradFi's Embrace of Digital Assets

46:09 - Ray Dalio's Perspective on the Shifting Monetary Order

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Links discussed:

https://x.com/shiri_shh/status/2022635742682616196

https://x.com/shortsqueeznews/status/2023173745771213108?s=20

https://x.com/fintechfrank/status/2023067647345066366?s=20

https://x.com/fintechfrank/status/2023040127795093556?s=20

https://x.com/RayDalio/status/2022788750388998543?s=20

https://x.com/kimmonismus/status/2022055329408938125?s=20

https://x.com/aakashgupta/status/2023249490426388849?s=20

https://steipete.me/posts/2026/openclaw

https://x.com/sama/status/2023150230905159801?s=20

https://x.com/danielfoch/status/2023072604534517766?s=20

https://www.theblock.co/post/389524/coinbase-rolls-out-ai-tool-to-give-any-agent-a-wallet

https://crypto.news/stripe-taps-base-ai-agent-x402-payment-protocol-2026/

https://www.theblock.co/post/389421/blackrock-securitize-tap-defi-giant-uniswap-for-direct-onchain-buidl-trading-uni-surges-20

Keep up with Michael:

https://x.com/MTanguma

https://www.linkedin.com/in/mtanguma/

Keep up with Brian:

https://x.com/BackslashBTC

https://www.linkedin.com/in/brian-cubellis-00b1a660/

Keep up with Liam:

https://x.com/Lnelson_21

https://www.linkedin.com/in/liam-nelson1/