DeAI News Journal

January Jones and Brad Keoun

Decoding the DeAI ecosystem at deainews.com A production of Distro Media and The January Strategy

Episodes

  1. 7 Oct

    DeAI News Journal: The Money Behind DeAI

    Grayscale and BlackRock both published reports pointing to the same conclusion: blockchain and AI are converging, and compute is becoming a tradable asset. Episode 3 of the DeAI News Journal follows the money. January Jones and Brad Keoun start with the three meanings of "token" in this space: crypto coins, AI text tokens, and tokenized assets. Then they hear from investors, builders, and market watchers about how decentralized AI is being funded, priced, and traded. In this episode Gil Rosen and Steven Willinger, Blockchain Builders Fund. Recorded at Stanford. Why the token launch era burned founders, and why investors now want revenue and distribution before a token.Greg Osuri, founder and CEO of Overclock Labs (Akash Network). The spot market for GPUs is nearly gone. Compute futures are arriving. Your home gaming rig can run your own AI and sell its spare capacity. Greg also compares today's AI giants to the Gilded Age railroads.Ivo Entchev, legal and product lead at Tilt. What the Grayscale and BlackRock reports signal, why AI agents will need machine money, and how compute could follow Bitcoin's path from spot trading to ETFs.Chapters 00:00 Welcome and this week's theme 02:11 The Grayscale and BlackRock reports 03:00 Three kinds of tokens 06:30 How token pumping broke crypto startups 08:00 Stephen Willinger: what's working for founders now 09:35 Gil Rosen: fundraising after the token boom 12:17 Greg Osuri and Akash Network 13:05 Access matters more than cost 16:38 Compute futures and physical settlement 19:07 Defining decentralized AI: the railroad parallel 27:32 Your home as a token factory 32:00 Compute as a load balancer for energy 39:01 A knowledge problem, not a capital problem 41:20 News roundup with Ivo Entchev of Tilt 45:08 Agents need machine money 48:00 How compute becomes an asset class Read the stories and catch new episodes at http://deainews.com. A Distro Media Production Produced, edited and designed by January Jones Music licensed through Soundstripe. Code: 7IIILTUES54J7TXP

  2. 8 Sept

    DeAI News Journal: Building for AI Agents

    Brad Keoun and January Jones dig into decentralized AI infrastructure with a news roundup with Evin McMullen from Billions Network on agent payments and identity, then two field interviews from Stanford: Michael Heinrich (0G Labs) on verifiable, privacy-preserving AI, and Illia Polosukhin (NEAR Protocol) on staking for AI inference and NEAR's new agent marketplace. The news roundup with Evin McMullen covers two DeAI News stories: a new Shoal Research report on why USDC's dominance of agent-to-agent payments on x402 is more fragile than it looks (Coinbase controls the clearing layer, Stripe and Tether are building alternatives), and Cloudflare's launch of stablecoin wallets and identities for AI agents. Evin connects both back to the same problem — agent payments only work at scale with an interoperable identity layer — and brings in the Air Canada chatbot ruling and a conversation with SEC Commissioner Hester Pierce on agent accountability. From Stanford: Michael Heinrich explains 0G's case for open-source AI on safety grounds, how trusted execution environments make AI computation verifiable on-chain, and 0G's $350M raised to date. Illia Polosukhin walks through NEAR's new staking-for-inference product, confidential AI via secure enclaves, and why NEAR just joined the x402 Foundation. Guests Evin McMullen, Co-Founder & CEO, Billions Network — billions.network · @provenauthority · @billions_ntwk Michael Heinrich, Co-Founder & CEO, 0G Labs — @michaelh_0g · @0G_labs Illia Polosukhin, Co-Founder, NEAR Protocol — @ilblackdragon · @NEARProtocol Timestamps 0:00 – Cold open 1:17 – Welcome to DeAI News Journal 9:50 – Today's lineup 10:20 – News Roundup with Evin McMullen (Billions Network) 10:44 – Story: USDC's lead in agent payments faces new competition 17:53 – Story: Cloudflare launches stablecoin wallets and identities for AI agents 35:53 – Feature interviews from Stanford 37:39 – Michael Heinrich, CEO, 0G Labs 56:12 – Illia Polosukhin, Co-Founder, NEAR Protocol 1:14:06 – What's next + sign-off More from DeAI News: DeAI News covers the infrastructure, cryptography, and protocols defining sovereign AI — decentralized compute, agent networks, and crypto payments for the machine economy. Read the stories and catch new episodes at deainews.com. A Distro Media Production Produced, edited and designed by January Jones Music licensed through Soundstripe. Code: 7IIILTUES54J7TXP

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Decoding the DeAI ecosystem at deainews.com A production of Distro Media and The January Strategy