Murad on AI, Memecoins & the “Fat Movement” Thesis | TOKEN2049

The Block · November 4, 2026, 6:00AM EST · 21:27

Back from Marina Bay Sands at TOKEN2049, The Block sits down in person with Murad, the memecoin thesis’ most outspoken advocate and a major SPX6900 holder, to talk about where crypto and the broader economy are heading.

Murad argues that as trillions of AI agents flood the internet and crypto, short-term trading like trenching and scalping will become hyper-automated, and the odds for everyday traders will only get worse. He predicts that human value will shift toward a “relational economy” built on emotion, status, and belief, and that crypto valuations will follow. That’s why he backs pure belief assets over coins tied to revenue or tech.

In this conversation:
• Why fear doesn’t factor into his calls.
• The memecoin market splitting into hyper-gambling and long-term movements.
• Why pairing memecoins with stocks doesn’t change much.
• The “fat movement thesis” vs. the attention theory of value.
• Bitcoin, GameStop, and SPX6900 as “wealth redistribution assets.”
• Why he holds rather than hedges, and what’s in his portfolio.
• Ansem, creator coins, and why a $1T asset can’t depend on one person.
• Lessons from Roger Ver and Bitcoin outgrowing its loudest advocate.
• Can Dogecoin be surpassed?
• Why some memecoins recover from 70–99% drawdowns and others don’t.
• Advice for young people navigating an increasingly automated market.

Recorded at TOKEN2049 Singapore.

Follow Murad on X: https://x.com/MustStopMurad

This video is for informational and entertainment purposes only and does not constitute financial advice. Always do your own research.

#Memecoins #Crypto #Bitcoin #AI #TheBlock

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