DeFAI: be bullish or be bearish?

4 different opinions

🎶 “Most DeFAI teams are going about it the wrong way. Implicit development requires a completely different approach from the start—teams will need to redo 95% of their architecture to build B, and then spend a year building the base infra” - Vivaldi, Founder journal & research on biohacking, defi, ai

💻 “The future of finance is permissionless and open. Autonomous AI agents will handle everything seamlessly in the background. DefAI is the next big wave—stay bullish“ - Pushpendra Singh, Co-founder of PushpendraTech & SmartViewAI

📈 “DeFAI's market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025“ - Sam Ruskin, Research analyst @messaricrypto

🐵 “What scares me is that 99% of the DeFAI projects we see now won’t survive the next cycle. Most are just memes with a GPT wrapper slapped on top” - The Smart Ape, building BasePumpFUN