Oneshot: Market Uncertainty, AI Valuations, and Crypto’s Path Forward | Roundup

Key Takeaways

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  AI Valuation Gaps highlight a growing disconnect between exuberant private venture rounds and public market realities, suggesting a looming reconciliation period for AI startups.

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  The Across Protocol Proposal to convert tokens into equity represents a pivotal experiment in crypto governance that could redefine how decentralized projects structure value capture.

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  Bitcoin Mining Infrastructure is being repositioned as a critical backbone for AI data centers, leveraging existing power access to meet the massive energy demands of high-performance computing.

Episode Description

This week, Michael and Vance sat down to discuss the state of the market, private-versus-public valuation gaps in AI and venture markets, a proposal to convert the Across token to equity, Strategy’s STRC product, potential crypto recovery narratives, and the role of bitcoin miners in AI data center infrastructure. Enjoy! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti Subscribe on Apple: https://bit.ly/4aJwHen Subscribe on Spotify: https://bit.ly/4rZkkSt —- Timestamps (00:00) Introduction (01:01) Market Outlook (24:12) The Across Token to Equity Proposal (27:20) Strategy’s STRC (35:10) Positive Narratives For Crypto (38:54) Data Centers & Bitcoin Mining (48:10) Closing Comments —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.