The Rollup Telegram xAI partnership, FTX Distributions coming, Enterprise AI agent raises 60m, The rise of Loudio info-fi, US Macro Update, RAJ KYC Controversy with Tom Dunleavy, David Kostiner, Breadguy & Flood
May 29, 2025
Guests Tom Dunleavy, Head of Venture at Varys Capital, and David Kostiner, Chief IP Officer at ARIA, dive into the intersection of crypto, AI, and intellectual property. They discuss the implications of Telegram's AI partnership and FTX distributions impacting the market. Dunleavy highlights recent shifts in consumer confidence and venture investment strategies, while Kostiner explores the groundbreaking idea of tokenizing music IP, showcasing how blockchain can create new revenue streams. A lively conversation about the future of work and enterprise AI agents also unfolds.
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Loud.io's Attention-Driven Economy
- Loud.io creates an attention-based economic flywheel rewarding top community promoters.
- This model directly correlates token trading fees to community-generated attention, sustaining protocol growth.
Rethinking L1 Valuation Frameworks
- L1 blockchain tokens can't be valued by traditional business metrics due to near-zero fees.
- Their value ties to the economic activity and security of assets settled on the network.
Navigating Middle East Capital Access
- Build relationships with trusted partners to access Middle East capital.
- Understand that regional capital allocation is a long-term relationship game, not a quick transaction.