CRM.sol

Independent Investor. Crypto & Acquisition Entrepreneurship. Ex-Fox Sports, Verizon. Forbes 30U30 alum. Wharton MBA. Locked In.

[CRM.sol @ColbyR_Miller]

Some thoughts on the AI Agent x Crypto investing opportunity in 2025:

AI is mainstream, AI agents are not. While AI may come up in conversations every day with your mom, your boyfriend, etc., AI agents haven't broken into normie convos yet.

And yet, many signs point to 2025 shaping up to be the year of AI agents

Google Trends: AI Agent

The Verge: "Agents are the future AI companies promise — and desperately need"
https://t.co/V3P9IYgC7n

OpenAI has hinted at releasing its agent solution this January. What happens when Google, X, Anthropic, OpenAI, and others all begin competing for the top AI agent solution, just like they did with GPTs in 2024? I believe this will lead to a massive increase in mainstream attention on AI agents.

As many other people smarter than me (s/o @wclemente , @notthreadguy , @osf_rekt , @rektmando , @kelxyz_ ) have already pointed out, the current Crypto AI Agent market cap sits around ~$15B. This is literally a drop in the bucket of the collective AI market cap when considering mega-cap giants such as Nvidia, Google, X, Microsoft, Anthropic, and others -- not to mention the slew of AI startups that have sprouted up everywhere. Some of the aforementioned folks believe that the Crypto AI Agent market cap will exceed OpenAI's market cap of ~$160B this year, and I think that's entirely possible. Especially considering the following (s/o @wclemente )

DeFi summer peak: $170 billion
SoLunAvax 2021 peak (FDV even higher): $150 billion
ETH 2017 peak (with minimal use cases): $140 billion

And @frankdegods also noted that NFTs went to $600 billion.

I would add that each of these previous bull market metas were insular to crypto. What happens when crypto bull market valuations coincide with the largest tech trend of the year, AND a reduction in regulatory red tape from this new administration?

You do the math. I am placing my chips accordingly.

#AI #AIAgents #AIxCrypto #Crypto

[Will @WClemente]

Because of demographics, wealth distribution, and the rise of retail investing, at some point 401k withdrawals will outpace contributions and passive flows will deteriorate. Several implications to consider including volatility, concentration, correlations, etc.

[CRM.sol @ColbyR_Miller]

@Kylechasse @grok break this down for me

[The ₿itcoin Therapist @TheBTCTherapist]

Basic Mathematics

Your money
$ USD = ——————
♾

Your money
#BTC = ——————
21,000,000

Share this with the masses

[zerohedge @zerohedge]

Update on M2 vs bitcoin

[Gammichan @gammichan]

This is SNX, one of the darlings of DeFi Summer. Notice that the actual "DeFi Summer" part was very small.

I think we're in a similar situation with AI tokens. Currently somewhere in that Sep-Nov area.

[OSF @osf_rekt]

This will be a kingmaker trade. Just need a bit of patience.

[Jeff Park @dgt10011]

This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming.

Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher.

[shikhai @theshikhai]

To those whose conviction in crypto x AI is shaken, this is what the birth of a new crypto vertical feels like:

In Feb 2020, we sent out a newsletter celebrating DeFi hitting $1b TVL, led by Maker, Compound, Synthetix.

By March 2020, TVL crashed 60% to $400m, it felt like the meta was over.

Then came defi summer.
By May 2020, we reclaimed $1b TVL.
By May 2021, TVL went 100x to $122b.
It peaked in Nov 2021 at about $170b TVL.

After the bear down to <$50b, today we're at all time high TVL of >$200b.

Most Defi tokens died. But those that survived are more solid than ever, like Aave, Uniswap, Lido. A new generation of products emerged, much more sophisticated and sustainable than before, like Ethena, Hyperliquid, Jupiter.

History will rhyme again. Euphoria, bear, and enlightenment.

[𝔊𝔥𝔬𝔰𝔱 @_0xghost_]

Here's my take on the current AI market:

1. Thesis hasn't changed. There is NOTHING as disruptive with as much speculative value as AI

2. Next wave of disruption (3d agents, gaming integration, agents provide trading edge) will bring another speculative wave

3. Market moves very very fast. What's bearish one week is bullish the next.

4. If you are seasoned trader, you are not an emotional trader

5. I will continue to build & provide value in the AI space, bc tbh there's really not else very interesting in crypto rn, unless you are a lover of dog coins, pnd schemes, games without players, L2s with no users, or other assorted stale things.

6. AI is still the most exciting tech related macro topic, and will be for a long time.

7. If you are anxious, touch grass. A study showed best traders are dead traders bc they don't overtrade and let their portfolios grow over time.

[𝔊𝔥𝔬𝔰𝔱 @_0xghost_]

Reminder: IF you believe you have invested in real builders AND if you still believe that AI will have the most speculative value in the market this year.

Then….

You need to go touch grass.

[Nick @nickgarcia]

The beautiful thing about Crypto X AI is that it leverages all models.

Deepseek will speed up the timeline for quality agents and agentic enterprises - bullish.

Meanwhile, the total AI agent market cap is down 50% from its highs and is valued at less than $SHIB.

Zoom out.

[GREG ISENBERG @gregisenberg]

DeepSeek just proved the 'worthless' GPT wrapper startups are actually the ones with real moats.

A week ago, nothing was more LOW status than being a 'GPT wrapper' startup.

But I think we're learning that's DEAD wrong. Turns out they were just early to the only game that matters

While DeepSeek, Meta, Anthropic and Microsoft battle over benchmark scores, these 'wrapper' companies have been quietly building the only moat that matters: interface loyalty.

Because of how big owning the LLM is for national defense and the economy, the next breakthrough model is always 2 weeks away. DeepSeek launches today, someone else drops a better one tomorrow.

But getting millions of people to make your product part of their daily workflow - that's the real barrier to entry. ChatGPT didn't win because it had the best model. It won because it was dead simple to use. And I think it has staying power because of that.

This is why all those AI startups we dismissed are actually positioned to win. They're not competing on model performance - they're competing on being the default way humans interact with AI.

Frontier models are becoming commodities. User habits aren't. While everyone obsesses over the next architecture breakthrough, the real game is being played in the interface layer. The moat isn't in the model - it's in being the tool people reach for without thinking.

Technology advantage is temporary. Interface lock-in is forever.

Keep shipping those wrappers, my friends.

[Gammichan @gammichan]

Just about every high level measure of the cycle you could want in a single post.

[CRM.sol @ColbyR_Miller]

Real footage of DeepSeek building the future of AI with legos, chewing gum, and an eraser

[OSF @osf_rekt]

I’m not gonna bid the meme dip, but I am going to bid the AI dip.

Just gotta figure out where and which coins.

[CRM.sol @ColbyR_Miller]

@RaoulGMI S/o @gammichan (maybe my fav follow) for the last graph and some of these bullets throughout.

[CRM.sol @ColbyR_Miller]

The crypto bull case for '25 🧵
(S/o @RaoulGMI and @RealVision for graphics)

On-chain / social:
-4th year of cycle
-All on-chain indicators still cold-moderate (as of Jan '25)
-Social sentiment very low
-Price multiples vs. last cycle still low
-Crypto total market cap only at $3.5T (vs. $7-$10T estimates)

[CRM.sol @ColbyR_Miller]

Bonus Round - stuff I forgot to include:
-$TRUMP marks open season for memecoins from other top public figures — will lead to mainstream crypto attention and higher on chain activity/fundamentals
-Extension of SBR game theory to big institutions and corporates
-Cap gains tax elimination discussions
-Credit cycle currently at lows, going higher

[Gammichan @gammichan]

People talking about tops here but I think I'm in the camp that this is going to be a long, drawn out bull like 2017. A lot of the tailwinds we have are going to be a slow drip over the whole next year. Local top here? Maybe. But I don't think we see the real top for a while.

[doug funnie @cryptoklotz]

literally every single indicator on the planet: we're days-weeks away from ripping
ct sentiment: it's all over
stay frosty out there y'all

[artsch00lreject @artsch00lreject]

ct is trying to get you to go short &amp; sell ur coins here btw. very evil energy