The Truth About Crypto AI Infrastructure with Nick Emmons and Danny Sursock
The Rollup11 Loka 2025

The Truth About Crypto AI Infrastructure with Nick Emmons and Danny Sursock

Most crypto AI is just speculation wrapped in infrastructure buzzwords.

In this episode of AI Supercycle, we sit down with Nick Emmons from Allora Network and Danny Sursock from Archetype VC to cut through the hype and discuss what actually matters in crypto AI infrastructure.


We discuss:

- Speculative Assets vs. Real AI Solutions

- Objective-Centric AI: The Intent Model for Models

- The Right Benchmarks for Each Layer of the AI Stack

- Why Decentralization Shouldn't Kill Functionality

- DeFi Agents: Beyond Capital Formation

- Allora's Mainnet Launch Timeline

- The Shortest Path From Model Creation to Value Capture


Timestamps:

00:00 Intro

01:10 The Current State of Crypto AI

04:34 Speculative Assets vs Infrastructure That Actually Works

06:55 Building Real AI Infrastructure

08:26 Hibachi Ad, Talus Ad

09:10 Objective-Centric AI: Why Intent Models Change Everything

14:21 The Right Benchmarks for AI (Stop Using the Wrong Metrics)

19:26 Enso Ad, Recall Ad, Relay Ad

21:26 The Economic Verifiability Model Explained

25:38 Blending Web2 & Web3 AI Principles (What Works from Both)

27:57 Decentralized vs Distributed: The Critical Difference

30:17 Market Coordination in AI (How Value Actually Forms)

32:27 Capital Formation Evolution in Crypto AI

37:10 Coordination as the Real Value Driver

39:33 Hyperfinancialization & AI Agents: The Convergence

41:45 Allora Mainnet Update: When It's Actually Launching


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://therollup.co/the-rollup-discl


๐——๐—œ๐—ฆ๐—–๐—Ÿ๐—”๐—œ๐— ๐—˜๐—ฅ: ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ค๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ๐˜ค๐˜ถ๐˜ณ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‹๐˜ฆ๐˜๐˜ช ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ณ๐˜ช๐˜ด๐˜ฌ๐˜ด ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ๐˜ฏ๐˜ช๐˜ค๐˜ข๐˜ญ ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ฉ๐˜ถ๐˜ฎ๐˜ข๐˜ฏ ๐˜ฆ๐˜ณ๐˜ณ๐˜ฐ๐˜ณ, ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ. ๐˜ˆ๐˜ต ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ฑ๐˜ฐ๐˜ช๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜ฏ๐˜ฆ๐˜ญ, ๐˜ธ๐˜ฆ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜ข๐˜ณ๐˜ฏ ๐˜ข ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ช๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ณ ๐˜ง๐˜ฆ๐˜ฆ ๐˜ข๐˜ด ๐˜ข ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ, ๐˜ช๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ข๐˜ฏ ๐˜ฆ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ, ๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ค๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ๐˜ฅ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด.

Jaksot(576)

Crypto Twitter Says Bear, Wall Street Says Bull with Framework Ventures founders

Crypto Twitter Says Bear, Wall Street Says Bull with Framework Ventures founders

Crypto Twitter thinks we're in a bear market. Wall Street thinks we're in a bull run. Who's right?In this episode, we sit down with Michael Anderson and Vance Spencer, founders of Framework Ventures, ...

14 Marras 202543min

The Two Stablecoin Models That Will Dominate with Sam Kazemian

The Two Stablecoin Models That Will Dominate with Sam Kazemian

Payment rails vs yield-bearing vaultsโ€”the stablecoin landscape is undergoing a fundamental shift.In this episode of Stabled Up, we sit down with Sam Kazemian, founder of Frax Finance, to discuss why g...

13 Marras 202537min

Why 25% of Argentina Now Holds Crypto with Diego Fernandez

Why 25% of Argentina Now Holds Crypto with Diego Fernandez

70 years of inflation turned stablecoins into a lifeline for millions of Argentinians.In this episode of Money Moves Fast, we sit down with Diego Fernandez from Sovra to discuss how 20-25% of Argentin...

12 Marras 202530min

Chainlink Co-Founder: Why Institutions Will 100x The Crypto Industry (And What Comes Next...)

Chainlink Co-Founder: Why Institutions Will 100x The Crypto Industry (And What Comes Next...)

Institutions chose Chainlink and there's a $70B reason why.In this episode, we sit down with Sergey Nazarov, co-founder of Chainlink, to discuss why Chainlink stayed online when AWS went down, how the...

10 Marras 202523min

Who Owns Your Data in the AI Era? with Terence Kwok from Humanity Protocol

Who Owns Your Data in the AI Era? with Terence Kwok from Humanity Protocol

Data ownership is the battleground of our AI future and most people don't even know they're in the fight.In this episode of AI Supercycle, we sit down with Terence Kwok, founder of Humanity Protocol, ...

9 Marras 202531min

Why Every Lawmaker In America Should Be Pro-Crypto with Cody Carbone

Why Every Lawmaker In America Should Be Pro-Crypto with Cody Carbone

The journey from knocking on doors to passing the GENIUS Act, this is how crypto won Washington.In this episode of Stabled Up, we sit down with Cody Carbone from the Digital Chamber to discuss his sev...

8 Marras 202535min

How Polygon Became the Payment Chain Processing $1B+ with Sam Fagin

How Polygon Became the Payment Chain Processing $1B+ with Sam Fagin

The moment crypto has been waiting for is finally here and Stripe just validated it.In this episode of Money Moves Fast, we sit down with Sam Fagin from Polygon to discuss why Stripe and major remitta...

7 Marras 202519min

Why Every Fintech Is Racing To Launch Stablecoins with Rodri Fernandez

Why Every Fintech Is Racing To Launch Stablecoins with Rodri Fernandez

Every fintech is racing to launch stablecoins, and MoneyGram proved it can happen in just 2 months.In this episode of Money Moves Fast, Rob sits down with Rodri Fernandez, CEO of Crossmint, to discuss...

4 Marras 202534min

Suosittua kategoriassa Teknologia

lentoturmat
herrasmieshakkerit
rss-autoradio
rss-signaali
io-techin-tekniikkapodcast
kyberrosvot
rss-erp-nyt
rss-tekoaly-influensserit