Welcome back & Happy New Year. AI x crypto activity and mindshare around key infrastructure protocols (e.g. ai16z, Virtuals) has exploded over the Holidays.

We believe that crypto x AI, which includes the explosion of AI agents, will be the key driver of the upcoming cycle (and beyond). It will be bigger than what we’ve seen with DeFi and NFTs a few years ago.

If you’re a builder or a company who wants to own this vertical with us: Please reach out by replying to this email or hitting me up on X. We’d love to talk to you.

We’re also looking for top crypto x AI researchers & engineers to build out our product.

👉 Keep up with all our signals for Web3 execs on our Telegram channel.

We’ll soon publish a comprehensive report on Web3 commerce for business leaders.

Last week, we explored AI Agents, frameworks, and use cases. This week, we turn to Crypto AI—where blockchain meets AI—and why it matters for 2025.

AI today centralizes power— controlled by those with access to data, infrastructure, and models. This creates monopolies and limits broader participation.

Enter Crypto AI aka Decentralized AI. By integrating blockchain, it decentralizes control, building a more open, equitable, and efficient ecosystem.