“Should Have Bought” is a news podcast by the ForkLog editorial team covering the week’s major industry events and the hottest tokens.
Topics: DeepSeek, the collapse of AI tokens and Nvidia, market prospects for 2025.
Special guest: Sergey Anosov, head of scade.pro — an AI no-code platform for creating autonomous agents.
Participants: ForkLog authors Lena Jess and Vladimir Sliper.
The Hype Around DeepSeek
On January 20, Chinese startup DeepSeek released the open-source model DeepSeek-R1. It offered performance on par with top models like GPT-4o and Claude 3.5 at a significantly lower price.
The DeepSeek chatbot became the leader among free apps in the US App Store, sparking excitement and sell-offs in stock and cryptocurrency markets. OpenAI’s head, Sam Altman, called the model “impressive” and promised to accelerate the release of new products.
However, DeepSeek is accused of using OpenAI data to train its neural network. Microsoft and OpenAI have launched an investigation, and Wiz Research researchers have discovered a leak of confidential information from the startup’s database.
DeepSeek-R1 has become a sensation, simultaneously impressing with its capabilities and sparking debates about the integrity of its development.
From ai16z to ElizaOS
The AI platform ai16z (AI16Z) has rebranded and is now called ElizaOS. This was announced by the project’s founder, Shaw Walters.
The project will retain the AI16Z ticker for now, and any future changes will occur after decentralized voting within the DAO. From its peak, AI16Z has lost over 70% in value.
Bitwise Predicts “Less Severe” Bitcoin Corrections Thanks to Trump
Bitcoin price corrections in the current market cycle will be less severe and prolonged compared to previous ones, according to CIO of Bitwise, Matt Hougan. He believes a key factor will be Donald Trump’s decision to create a task force on digital assets, which the expert called a “stunningly bullish move.”
“The launch of ETFs […] attracted hundreds of billions of dollars. […] Full integration of cryptocurrencies in Trump’s order, when banks start storing them, stablecoins are widely integrated into the global payment ecosystem, will lead to major institutions establishing positions in digital assets and bring trillions,” said the CIO of Bitwise.
According to the specialist, four-year cycles are linked not to Bitcoin halving but to market psychology and speculation. He noted that the dynamics mirror traditional economic booms and busts, amplified by catalysts like the launch of exchanges in 2011, the collapse of Mt. Gox in 2014, and the SEC’s crackdown on ICO rounds in 2018.
The expert believes the current “mainstream cycle” began after the collapse of FTX, Three Arrows Capital, and Celsius in 2022, with an additional boost on March 10, 2023, thanks to Grayscale’s court success against the SEC, paving the way for the approval of spot Bitcoin ETFs.
The expert emphasized that the impact of Trump’s initiatives will be felt for years, not months. He also added that the anticipated “crypto winter” in 2026 may not occur at all.
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