Crypto Is Shifting Gears + AI Router Wars - The Chopping Block
Спикеры
Tarun Chitra
— Сооснователь и генеральный директор, Gauntlet
Haseeb Qureshi
— Управляющий партнер, Dragonfly
Robert Leshner
— Генеральный директор и основатель, Superstate
The hosts discuss the recent crypto market rally, driven by macroeconomic shifts and political signaling around bringing decentralized exchanges like Hyperliquid onshore. They also analyze the SEC's proposed Regulation Crypto Assets and its implications for token fundraising. Finally, the conversation explores how AI inference markets are adopting crypto-like structures, with SaaS companies potentially acting as AI routers.
- Bitcoin nears $80,000 amid ETF inflows and a revived macro debasement trade.
- Trump's comments spark a rally in Hyperliquid, raising hopes for compliant US deployments of decentralized perpetual exchanges.
- The SEC proposes a $5 million crowdfunding exemption that could revive small-scale token raises.
- AI inference tokens are predicted to be the next major crypto boom, offering utility like zero data retention and service discounts.
- SaaS companies may experience a resurgence by acting as AI model routers, monetizing user data through payment for order flow mechanics.
Идеи
AI inference tokens are the next boom.
AI inference tokens will be the next major token boom, similar to the L1 cycle, as crypto companies become inference providers and use tokens to offer service discounts, zero data retention, and data rebates, generating immediate revenue.
SaaS companies will monetize via AI routing.
SaaS and enterprise software companies will experience a resurgence by acting as AI model routers, monetizing their proprietary user data by routing queries to cheaper open-source models and capturing the spread, similar to payment for order flow.
Далее
This Unchained (Chopping Block) video, published August 28, 2026, features Tarun Chitra discussing AI inference tokens, VENICE, SaaS companies, PLTR, DATABRICKS. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Tarun Chitra · Tickers: AI inference tokens, VENICE, SaaS companies, PLTR, DATABRICKS