2025 Crypto x AI Predictions with Teng Yan

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Chain of Thought co-founder Teng shares his bold predictions for crypto x AI in 2025, including his belief the AI sector will hit 150B market cap while simultaneously 99% of AI agents will die out.

 

In this casual conversation, we dig into why the crypto AI sector could see explosive growth this year, explore the future of decentralized compute networks, and discuss why most current AI agents will fade away while truly useful ones survive. Teng offers insights on upcoming crypto AI protocols, the role of VCs versus fair launches, and why skepticism from industry veterans like Raoul Pal might actually be a healthy sign for the space.

 

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KEY LINKS

 

GUEST:

Teng Yan - https://x.com/0xPrismatic

Chain of Thought - https://x.com/cot_research

 

HOSTS:

Outpost - https://x.com/outpost_ai

Patrick McGimpsey - https://x.com/paddydotai

 

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TIMESTAMPS

00:00:00 - Intro

04:51 - Inside the Solana AI Hackathon

07:11 - The AI DeFi Convergence

10:49 - Market Cap Predictions

16:11 - New Protocol Launches

20:25 - Infrastructure & Development

25:33 - Fair Launch vs VC: The Future of Funding

31:14 - The Rise of Decentralized Compute

38:57 - Decentralized Training Breakthroughs

44:03 - The Great Agent Filter

50:10 - Looking Ahead to 2025

 

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