Why Travis Kling Thinks Not Looking at AI Agents Would Be ‘a Big Mistake’

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It’s been a tough week for the markets, with bitcoin gyrating from $102,400 to $92,000.

Travis Kling, CIO of Ikigai Asset Management, shares his thoughts on the selloff, whether this market dip is a cause for alarm, and how macro factors like the Fed’s rate policy and ETF dynamics are shaping the landscape.

Plus, he dives into the explosive growth of AI agents and why crypto investors should start paying attention to this new frontier. Could AI agents revolutionize crypto, or are we witnessing another bubble?

Show highlights:

• Why Travis believes this market selloff was “abnormal”
• Whether he thinks the DOJ will sell Silk Road’s $6 billion worth of BTC from Silk Road
• Why Travis is supportive of a US bitcoin strategic reserve
• Why inflation and policy shifts might keep Fed rates steady
• What explains the significant outflows from bitcoin spot ETFs on Wednesday
• Whether Travis thinks the AI agent rise is a bubble

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Guest

• Travis Kling, Chief Investment Officer of Ikigai Asset Management
  • Previous appearances on Unchained:
    • With Rate Cuts and Upcoming Elections, What’s the Best Play in Crypto?
    • With the Merge, Will Ethereum Take Over Bitcoin’s Title as Digital Gold

Links

• Previous coverage of Unchained on AI agents:

• • 2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback?
  • With AI Agents Now Trading Crypto, What Does Their Future Look Like?