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“Quant trading is simpler than people think.” Goon joins the Insilico Terminal Podcast to talk about finding crypto edges, market making, and why the best trades often come from clicking around broken markets before anyone else notices. We covered TradFi, early DeFi rugs, solo trading, perp DEXs, Hyperliquid, prediction...

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Insilico Terminal

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Monad

48,779 Aufrufe • vor 19 Tagen

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!
1:13:04

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

Logan Jastremski

132,736 Aufrufe • vor 2 Monaten

“Crypto is a liquidity game now.” Skew Δ has been trading since the BitMEX days and now focuses on reading order flow, positioning, CVD, OI, funding, and what large players are actually doing. We talked about market traps, why price action comes before indicators, how to separate real momentum from bait, and why most traders confuse speculation with actual trading. Also covered altcoin selection, market maker games, sentiment extremes, macro risks, and what Skew is watching next. 00:00 The story behind “52kskew” and finding Bitcoin early 09:07 Learning to trade on BitMEX and why price action comes first 15:28 Market traps, liquidity games, and how crypto changed since 2019 23:28 How Skew trades today: trend, momentum, and order flow 29:14 Using OI, funding, CVD, and footprint without getting misled 34:13 Speculation vs real trading, and the mistakes most traders make 38:13 Finding strong altcoins, sizing positions, and managing risk 46:09 Trading ranges, sentiment extremes, and market psychology 53:54 Market maker games, toxic flow, and reading large players 58:13 Current market outlook, macro risks, and advice for newer traders
1:05:42

“Crypto is a liquidity game now.” Skew Δ has been trading since the BitMEX days and now focuses on reading order flow, positioning, CVD, OI, funding, and what large players are actually doing. We talked about market traps, why price action comes before indicators, how to separate real momentum from bait, and why most traders confuse speculation with actual trading. Also covered altcoin selection, market maker games, sentiment extremes, macro risks, and what Skew is watching next. 00:00 The story behind “52kskew” and finding Bitcoin early 09:07 Learning to trade on BitMEX and why price action comes first 15:28 Market traps, liquidity games, and how crypto changed since 2019 23:28 How Skew trades today: trend, momentum, and order flow 29:14 Using OI, funding, CVD, and footprint without getting misled 34:13 Speculation vs real trading, and the mistakes most traders make 38:13 Finding strong altcoins, sizing positions, and managing risk 46:09 Trading ranges, sentiment extremes, and market psychology 53:54 Market maker games, toxic flow, and reading large players 58:13 Current market outlook, macro risks, and advice for newer traders

Insilico Terminal

21,324 Aufrufe • vor 4 Monaten