AI ROLLUP: The AI Experiment That's Been Secretly Manipulating You
This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat?
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale
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TIMESTAMPS & RESOURCES
00:00:00 Start
00:02:50 OpenAI's New Frontier Model
https://openai.com/index/introducing-o3-and-o4-mini/
https://x.com/rowancheung/status/1912561386208825751
https://x.com/AISafetyMemes/status/1912875957897003354
https://x.com/sama/status/1912558495997784441
https://x.com/TransluceAI/status/1912552046269771985
00:10:07 Is There A Scaling Wall?
00:17:13 The New AI Gold Rush
00:19:21 AI Caught Lying
https://x.com/IterIntellectus/status/1916463746454528071
https://x.com/deedydas/status/1916611855067594943
00:31:55 Open AI's Next Big Product
https://x.com/kyliebytes/status/1912171286039793932
https://x.com/cryptopunk7213/status/1914493366886174722
https://x.com/rowancheung/status/1917473779069968505?s=46
00:43:19 Optimizing For Addiction
00:50:28 Secret Reddit Agents
https://x.com/reddit_lies/status/1916916134630117814?s=46
00:58:55 Mega Viral AI Generated Video
https://x.com/falchook/status/1914419758520525194
01:01:29 GeoGuesser
https://x.com/arithmoquine/status/1912671688874926575?s=46
01:04:13 Is It Ethical For AI To Cheat?
https://x.com/im_roy_lee/status/1914061483149001132?s=46
01:17:00 Decentralized AI Training
https://x.com/primeintellect/status/1912266266137764307?s=46
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1:28:20
Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052
Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto.
They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052
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TIMESTAMPS & RESOURCES
0:00 Intro
1:58 Ethereum Pivot Has a Tagline
https://x.com/hosseeb/status/1917052715911549399
https://x.com/0xngmi/status/1916910787936797005
18:49 Ethereum Value Accrual
30:29 Fun Chain Premium
34:00 Memecoin Meta These Days
50:17 HyperLiquid EVM
58:01 1 Gorilla vs 100 Men
https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query
1:04:07 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
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1:05:19
Can Story Protocol Tokenize the $70 Trillion IP Market? | Jason Zhao
Can Crypto disrupt the IP Market? In this episode, we dive deep with Jason Zhao, co-founder of Story Protocol, on how their new token launch could unlock the $70 trillion intellectual property market. We explore the bold vision of making IP liquid, programmable, and globally accessible — and how crypto-native creators, DAOs, and even major studios could reshape how stories are owned and built.
This might just be crypto's most ambitious attempt at disrupting the media yet.
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TIMESTAMPS
0:00 Intro
5:48 Why Onchain IP?
16:52 Eliminating Lawyers
24:41 Step One
28:56 Code as Law
38:38 Ownership Protection
45:35 Onchain IP Nuances
53:11 Final Words
56:30 Closing & Disclaimers
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RESOURCES
Jason Zhao
https://x.com/jasonjzhao
Story Protocol
https://x.com/storyprotocol
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Not financial or tax advice. See our investment disclosures here:
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56:09
Ethereum’s Biggest Mistake (and How to Fix It) | Sam Kazemian
Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset? In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value.
We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny.
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TIMESTAMPS
0:00 Intro
4:43 Classifying ETH
17:50 ETH/BTC Collapse
33:39 ETH Revenues
44:35 Blue-Money Gospel
53:44 What ETH Needs
1:10:08 ETH Internet Bond Narrative
1:19:49 Final Thoughts
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RESOURCES
Sam Kazemian
https://x.com/samkazemian
Blue-Money Gospel
https://x.com/RyanSAdams/status/1915874994514452763
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Not financial or tax advice. See our investment disclosures here:
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This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss.------📣 WALLET CONNECT | ONCHAIN UX ECOSYSTEMhttps://bankless.cc/WalletConnect ------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APPhttps://bankless.cc/Infinex ------TIMESTAMPS & RESOURCES0:00 Intro0:47 Are we still in a bull market?3:01 Ryan’s unplugging 5:35 Ryan’s last 90-days https://x.com/ryansadams/status/1915115437505049055 24:50 Bankless’s choices moving forwardhttps://x.com/TrustlessState/status/1914312548897219006 32:58 Markets since Ryan’s break40:35 Trump’s memecoin 48:31 Bitcoin Strategic Reserve52:34 $LIBRA memecoin 1:03:29 Contentcoins, Zora, & Jesse1:16:39 Ethereum pivot & Bitcoin decoupling 1:18:18 Closing & Disclaimers------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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