AI ROLLUP #16: Retail Vs Institutions, Who's Right? | New Frontier AI Model | Mind Blowing Image Generation
Bankless20 Mar 2025

AI ROLLUP #16: Retail Vs Institutions, Who's Right? | New Frontier AI Model | Mind Blowing Image Generation

This week on the AI Rollup, we’re diving into hyper-realistic AI-generated podcast hosts, showcasing Hedera Studio’s cutting-edge character tech. Google drops Gemini 2.0 Flash, making AI image generation even more powerful with improved consistency and text integration. Meanwhile, China is pushing hard—Baidu’s latest model beats GPT-4.5 at half the cost, challenging OpenAI’s dominance. Plus, Sesame open-sources its voice model, and the crypto AI market sees brutal drawdowns. Despite the turbulence, teams like Virtuals and Bittensor keep building, while Pluralis raises $7.6M to decentralize AI model training. Where does AI Crypto go from here? Let’s find out.

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✨ Mint the episode on Zora ✨
https://zora.co/coin/base:0x9db2d5eb0c4af553fddda5da10777c1bcd82e3b6?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

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TIMESTAMPS & RESOURCES

00:00 Sentiment Check and Recap

05:25 AI Podcast Hosts?

https://x.com/hedra_labs/status/1897699010632466469

08:50 Google Gemini 2.0

https://x.com/robertriachi/status/1899854394751070573

https://x.com/goodside/status/1900349595718148455?s=46

https://x.com/ilumine_ai/status/1900017235898622025

https://x.com/halimalrasihi/status/1900667639086673962?s=46

https://x.com/thatarrowsmith/status/1901203776746201556?s=46

17:55 China's New Frontier Model

https://x.com/scobleizer/status/1901089727568281975?s=46

27:21 AI Market Prices

https://www.cookie.fun/

https://www.coingecko.com/en/coins/ethereum

32:55 Market Manipulation?

https://x.com/solgojo/status/1901002388007514381

https://x.com/0thTachi/status/1902090675111207380

38:11 Pockets Of Outperformers

https://x.com/S4mmyEth/status/1902348046479786315

43:09 Virtuals Update

https://x.com/smyyguy/status/1899181446126076283?s=46

https://x.com/ethermage/status/1899494870152282511

https://x.com/virtuals_io/status/1900185918147064015

49:48 AIXBT Hacked

https://x.com/S4mmyEth/status/1902021914517758277

52:44 New AI Trading Subnet

https://x.com/thebittensorhub/status/1899810734374047799?s=46

58:54 Pluralis Announcement

https://x.com/PluralisHQ/status/1902367132597252177

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

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Episoder(1346)

$VVV Community Call | September

$VVV Community Call | September

Venice‘s Head of Strategy Jon, joins David for the September $VVV community call to unpack Venice reaching 250B daily tokens, the latest $VVV emissions cuts and $DIEM supply changes, accelerating burn...

4 Okt 1h 4min

ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

Bitcoin just broke its bearish market structure, but surging bond yields could still test the rally. Ryan and David unpack Uptober, Robinhood’s trading push, the Bitget hack, and prediction markets’ p...

2 Okt 59min

Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

What if the next major onchain trading platform looks less like a crypto exchange and more like Robinhood with institutional liquidity underneath? Variational co-founder Lucas Schumann and Head of Pro...

30 Sep 49min

Ben Cowen Says You Have Permission to be Bullish

Ben Cowen Says You Have Permission to be Bullish

Ben Cowen is back on Bankless after publicly admitting one of his key Bitcoin calls was wrong. What changed? Ben and David unpack the breakout that challenged his bear-market thesis, whether the four-...

28 Sep 57min

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackR...

25 Sep 1h

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paire...

23 Sep 56min

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already...

21 Sep 37min

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’...

18 Sep 53min

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