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Transcript

Buy OVR + Render Over Solana?🔥 MASSIVE Updates!🚨 · The Paul Barron Crypto Show

• 0:06
  Speaker 1: My name is Paul Barren. Welcome back into tech path.
• 0:08
  Speaker 1: Let's get into it today. I do want to thank
• 0:10
  Speaker 1: our sponsor, and that is Tangent. If you guys are
• 0:12
  Speaker 1: looking at self custody, this is one of the places
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• 0:41
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• 0:43
  Speaker 1: into a couple of points right now. I want to
• 0:45
  Speaker 1: kind of zoom in on what's happening within the ar
• 0:49
  Speaker 1: VR market. One of the things that has been happening
• 0:51
  Speaker 1: is x reel. Remember we talked a little bit about
• 0:53
  Speaker 1: the x real glasses some time ago, and what x
• 0:57
  Speaker 1: reel has done is they've advanced into a new chip
• 1:01
  Speaker 1: that really starts to change things on it. And when
• 1:03
  Speaker 1: you look at the x raal one website, it shows
• 1:07
  Speaker 1: the process of how this is working. Let me show
• 1:10
  Speaker 1: you the before and after real quick so you can
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  Speaker 1: kind of see how GPUs are being used. There's the
• 1:15
  Speaker 1: glasses over on the right after. It is a direct
• 1:17
  Speaker 1: link into the chip itself, so it's going to speed
• 1:20
  Speaker 1: things up. Basically, what this means very bullish for XR glasses.
• 1:24
  Speaker 2: All right.
• 1:25
  Speaker 1: One other thing on the x ray website, if you
• 1:27
  Speaker 1: go over to the top of their website, you can
• 1:29
  Speaker 1: kind of see something that is very unique, and that
• 1:31
  Speaker 1: is that you're not going to be tethered to additional devices.
• 1:35
  Speaker 1: This is going to make it very simple to use.
• 1:38
  Speaker 1: And really when you look at this compared to what
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  Speaker 1: we've seen with the metaquest, the early stage of what
• 1:45
  Speaker 1: we've seen with what Meta is doing on their glasses,
• 1:48
  Speaker 1: even if you go into the ray bands, this is
• 1:49
  Speaker 1: definitely going to be one that will start to change
• 1:52
  Speaker 1: change things up a bit. If you go over to
• 1:54
  Speaker 1: their Twitter account, that's not all. We're taking this ar
• 1:57
  Speaker 1: revolution even further with a range of accessories. So all
• 1:59
  Speaker 1: of this in designed to be able to advance. You'll
• 2:03
  Speaker 1: notice right there on that clip, I don't know if
• 2:04
  Speaker 1: I can zoom in on that a little bit, that's
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  Speaker 1: a camera that clips in right into the glasses themselves.
• 2:11
  Speaker 1: You can kind of see it right there. That right
• 2:13
  Speaker 1: there is going to make it even more advanced in
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  Speaker 1: terms of how this will help a variety of different
• 2:19
  Speaker 1: platforms out there. And one of the platforms that could
• 2:22
  Speaker 1: help is going to be over and I'll explain that
• 2:23
  Speaker 1: in a second. All right, So one thing to take
• 2:26
  Speaker 1: note here is that AI agents have been really starting
• 2:29
  Speaker 1: to ramp up on Solana. Maari on Solana. This is
• 2:34
  Speaker 1: a project that we've had on before is starting to
• 2:36
  Speaker 1: go in this direction around AI agents. So this is
• 2:39
  Speaker 1: another advantage that kind of lends into all of this
• 2:42
  Speaker 1: trend going forward. Remember this is the video that we
• 2:44
  Speaker 1: actually did this two months ago spatial computing and streaming.
• 2:49
  Speaker 1: This was the Maari team. And again this gets back
• 2:53
  Speaker 1: into following the trends. Let's step over to how this
• 2:57
  Speaker 1: is trending in terms of real life, and this is
• 2:59
  Speaker 1: the sales numbers. If you look at the metquest and
• 3:02
  Speaker 1: the Metaquest three, you'll see massive amounts of these are
• 3:06
  Speaker 1: being sold look at that data right here. The Quest
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  Speaker 1: three s estimated sales around seve hundred and thirty thousand
• 3:12
  Speaker 1: from launch through Cyber Monday. This is probably going to
• 3:15
  Speaker 1: continue to climb. And you can kind of see Walmart,
• 3:17
  Speaker 1: Best Buy all those guys kind of cranking it out,
• 3:20
  Speaker 1: and best Buy is even starting to leverage down so
• 3:23
  Speaker 1: they're giving seventy five dollars gift cards. Again, this makes
• 3:26
  Speaker 1: this most likely the go to holiday gift And what
• 3:30
  Speaker 1: is that going to do. It's going to expose people
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  Speaker 1: to all of this massive growth in AR and VR.
• 3:36
  Speaker 1: Then you jump over to over the Reality. Now we've
• 3:39
  Speaker 1: talked to over before on the show, and if you
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  Speaker 1: guys remember this is basically a company that is implementing
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  Speaker 1: a lot of AR overlay, and this starts to play
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  Speaker 1: into the ability of really starting to see an impact
• 3:53
  Speaker 1: because now you've got these glasses. If real one actually
• 3:56
  Speaker 1: gets out there and we see some distribution, we could
• 3:59
  Speaker 1: see things like over I'm impacted quickly. One note that
• 4:03
  Speaker 1: you guys should consider you think about mapping in general
• 4:06
  Speaker 1: right now, it's very difficult, the process is a little
• 4:10
  Speaker 1: bit lethargic, just too much gear. This will change that dramatically,
• 4:15
  Speaker 1: and of course if that occurs, it's going to make
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  Speaker 1: it a lot easier for over to be able to
• 4:19
  Speaker 1: map for AR and that is a huge opportunity. When
• 4:23
  Speaker 1: you look at where Over's token price is, we'll show
• 4:26
  Speaker 1: it in a little bit. All right, So Over is
• 4:28
  Speaker 1: also starting their staking. This comes out on December the tenth.
• 4:31
  Speaker 1: By doing the staking there you also get a bonus
• 4:34
  Speaker 1: token which is called who owe me let me kind
• 4:37
  Speaker 1: of go to a clip here to explain a little
• 4:39
  Speaker 1: bit more about what that token is. Take a look.
• 4:41
  Speaker 3: Welcome to UMI network. The first ail one eloy me
• 4:46
  Speaker 3: enables the deployment of autonomous AI economic agents of the
• 4:50
  Speaker 3: aging and sign transactions cross chain autonomously. You can manage
• 4:55
  Speaker 3: accounts and taps it owns a little therefore, he can
• 4:59
  Speaker 3: train by term receive value unchafe. You can also manage
• 5:03
  Speaker 3: your social accounts autonomously. Every operation is heavily secured by
• 5:08
  Speaker 3: the algorithm coming soon in just a few simple steps
• 5:13
  Speaker 3: only a decentralized autonomous AI economic agents.
• 5:19
  Speaker 1: All right, So as you can see these are AI agents.
• 5:22
  Speaker 1: This is going to get very involved, I think in
• 5:24
  Speaker 1: crypto in general. If you look at their website you
• 5:26
  Speaker 1: can kind of see what they have plans, so plans.
• 5:29
  Speaker 1: So right now we have a Twitter agent, Telegram oracles,
• 5:33
  Speaker 1: dow agents, digital artist agent, et cetera gaming agent, all
• 5:36
  Speaker 1: sorts of things as an MPC. So what does this mean?
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  Speaker 1: This means lots of growth opportunity in ARVR. And who
• 5:43
  Speaker 1: are the projects that are going to be able to
• 5:45
  Speaker 1: benefit from this? Well, some of them are going to
• 5:47
  Speaker 1: be things like render and over. That is kind of
• 5:51
  Speaker 1: what we're leaning in on. I want to go to
• 5:52
  Speaker 1: another thing. This is a clip talking about where AI
• 5:56
  Speaker 1: agents potentially could go in this cycle. Take a look.
• 5:59
  Speaker 2: We still hyped Constantine. We are definitely in an AI
• 6:02
  Speaker 2: hype cycle twenty twenty two, twenty twenty three. We're really
• 6:06
  Speaker 2: about large language models and answering questions. And twenty twenty
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  Speaker 2: four has been the year of agents. That was twenty
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  Speaker 2: twenty four for AI. It was all about agents. Twenty
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  Speaker 2: twenty five and beyond likely will be about swarms of
• 6:20
  Speaker 2: AI agents, networks of AI agents, them working together and
• 6:24
  Speaker 2: maybe even against each other to some result.
• 6:28
  Speaker 1: That's going to get interesting. So beyond the lookout for this.
• 6:32
  Speaker 1: Just as a reminder, this is where you can jump
• 6:35
  Speaker 1: in and stake and be able to get to this token,
• 6:38
  Speaker 1: so over on the oversite, no pun intended. Another thing
• 6:42
  Speaker 1: to take a look at is what has other AI
• 6:44
  Speaker 1: agents been doing in terms of performance. Well, here's virtuals.
• 6:48
  Speaker 1: This is one that we've seen over the last few weeks,
• 6:50
  Speaker 1: but this is the all time growth right here. So
• 6:52
  Speaker 1: again another big explosion in AI agents. I don't think
• 6:56
  Speaker 1: it's going to stop. I think we're going to see
• 6:58
  Speaker 1: a lot more of this going through. So last up
• 7:01
  Speaker 1: here is again just as a reminder, you can get
• 7:03
  Speaker 1: this on base, so very easy to get it in
• 7:05
  Speaker 1: your coin base wall. It just needs USDC on base Boom,
• 7:08
  Speaker 1: you're ready to go, and it's a discount, so that's
• 7:11
  Speaker 1: the cheapest way to go that route. One other point
• 7:13
  Speaker 1: I want to make here this of course, is Zuckerberg
• 7:16
  Speaker 1: Mark Zuckerberg seeking an active role in the tech policy
• 7:19
  Speaker 1: for Trump, so in his administration, so he's seeking to
• 7:23
  Speaker 1: influence the tech policy and the incoming administration. Most likely
• 7:26
  Speaker 1: that could mean we could see some crypto policy starting
• 7:30
  Speaker 1: to slide into what Meta is doing overall, So there
• 7:32
  Speaker 1: is definitely a strategy that is starting to work itself
• 7:35
  Speaker 1: out here. All right, So let's take a look at
• 7:38
  Speaker 1: the chart. Real quick just to take a quick look
• 7:40
  Speaker 1: at where Meta has come from. This is the weekly
• 7:43
  Speaker 1: and it has recently, over the last little bit, really
• 7:46
  Speaker 1: started to accelerate from around five point eighty up to
• 7:49
  Speaker 1: around six twenty right now. So this is another big advantage.
• 7:53
  Speaker 1: You can remember that Meta is the benefactor of what's
• 7:56
  Speaker 1: happening in the ar field and of course we could
• 7:58
  Speaker 1: see ai I play a role into this. Obviously Crypto
• 8:02
  Speaker 1: wild play a role of this. And then what is
• 8:03
  Speaker 1: the center pin around this render? One last thing I
• 8:07
  Speaker 1: would hit on with Render is the amount of proposals
• 8:10
  Speaker 1: because they have not had a lot going on. If
• 8:11
  Speaker 1: you'll notice right here this one was done back in
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  Speaker 1: May of this year. That was the last one. All
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  Speaker 1: of a sudden we get sixteen, seventeen, and eighteen, all
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  Speaker 1: of these all landing at the same time, a lot
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  Speaker 1: of new advancements, a lot of things happening within the
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  Speaker 1: render ecosystem. This is huge for Render and potentially I
• 8:32
  Speaker 1: think you guys need to take some time take a
• 8:34
  Speaker 1: look at what these proposals are and really understand where
• 8:38
  Speaker 1: Render could be going. Because when you look at the
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  Speaker 1: capacity of what's happening in the ARVR devices, you look
• 8:45
  Speaker 1: at the capacity, what's happening in mapping and spatial computing,
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  Speaker 1: and then you tie in the cloud compute into this
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  Speaker 1: as well. Render right there in the middle of all this.
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  Speaker 1: One of the note right here from the Render network
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  Speaker 1: is they had a slew of adoption scenarios that played out.
• 9:00
  Speaker 1: Arnold is one of the big ones. What this simply
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  Speaker 1: means is how they're interfacing to a lot of these
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  Speaker 1: rendering tools out there in the market, and there are
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  Speaker 1: is massive market share out there. If you just look
• 9:10
  Speaker 1: at this chart right here, this shows you the evolution
• 9:15
  Speaker 1: of where and what they're connecting to. Unreal engine you
• 9:18
  Speaker 1: guys have heard of before, but the big one to
• 9:20
  Speaker 1: watch is Vray. Vray is going to be a three
• 9:23
  Speaker 1: D rendering engine that really starts to create massive capacity.
• 9:28
  Speaker 1: And again, if they get this one, if there's an
• 9:30
  Speaker 1: interface to that, then I think it's done. Render is
• 9:33
  Speaker 1: going to be one of the most advanced tokens out
• 9:35
  Speaker 1: there in terms of growth. Taking a quick look at
• 9:39
  Speaker 1: the market, I just want to look at over this,
• 9:41
  Speaker 1: of course, is if you look at over all the
• 9:45
  Speaker 1: way back into twenty twenty one, this is March of
• 9:48
  Speaker 1: twenty four. I was around seventy five cents and look
• 9:51
  Speaker 1: at how much it has fallen off. So this may
• 9:53
  Speaker 1: be a good one to look at just in the
• 9:56
  Speaker 1: near future, could be a huge potential perform And of course,
• 10:00
  Speaker 1: if you look at Render in general, this is the
• 10:03
  Speaker 1: other one. Remember we started looking at this one right
• 10:05
  Speaker 1: here back in mid September or mid November. Nice a little
• 10:09
  Speaker 1: move up here that we continue to see there. And
• 10:11
  Speaker 1: if you stretch out a little bit, you can see
• 10:14
  Speaker 1: where Render has come from over a long period of time.
• 10:17
  Speaker 1: This is the kind of growth that it's been able
• 10:19
  Speaker 1: to see a lot of upside here for what's happening
• 10:22
  Speaker 1: with the Render ecosystem. All right, if you guys are
• 10:24
  Speaker 1: not in the diamond circle, make sure and get in
• 10:27
  Speaker 1: on that. It's a great place to get additional content.
• 10:29
  Speaker 1: We do additional podcasts over there. Also follow me out
• 10:32
  Speaker 1: there on x at Paul Barren. We'll catch you next
• 10:34
  Speaker 1: time right here on Techpath