“Quant trading is simpler than people think.” Goon joins the Insilico...

Uploaded: 2026-06-18T12:48:39.000Z
Duration: PT3598.900S
Channel: Insilico Terminal

1:16:30

Insilico Terminal Podcast Episode 10 - Temu Robot James 00:00 Intro, Scott’s background in TradFi, pivot to crypto in 2019, and early DeFi summer success 07:08 Momentum effects in crypto, on-chain inefficiencies, and finding edge in smaller venues 20:18 Building systems, market-making hybrids, and why simple signals outperform optimization 26:00 Mid-frequency quant trading, execution costs, and partnering with market makers 35:00 Trend following as a career - psychology, losing streaks and Hyperliquid strategy 43:00 Burnout, mental health, taking breaks, and reflections on trading longevity 48:05 Life story - crime, jail, rebuilding through trading, lessons on risk and humility 52:29 Future of crypto and systematic trading, decaying edges, and institutional arrival 58:08 Vault design, momentum modeling, and cross-asset trend logic 01:12:00 Closing thoughts on money, wisdom with age, and the balance between success and peace

Insilico Terminal

24,048 views • 8 months ago

1:06:30

New episode with rbit A conversation with someone who has seen almost every era of crypto market structure firsthand. We talk through the shift from early inefficiencies and manual trading to stat arb, HFT, execution, and competing in a much harder market. 00:00 Getting into Bitcoin in 2010, mining, Mt. Gox, and coming back in 2017 13:37 ICO mania, BitMEX, and the Bitcoin fork trade 17:14 Why 2018 pushed him toward quant trading 24:52 Building a profitable stat arb business on FTX 40:21 Stat arb vs HFT, and why crypto got more competitive 49:09 What his trading operation looks like today 55:13 The future of crypto market structure and where edge is going 01:05:04 Advice for newer traders and why quant thinking differs from retail

Insilico Terminal

47,709 views • 2 months ago

1:11:32

Insilico Terminal Podcast Episode 31 - Nexus 00:00 Intro, Nexus’ trading origin story from biotech stocks to crypto and short-term execution 09:20 The Luna blow-up, losing everything, rebuilding through News trading 17:25 The iPad + Twitter notification News trading setup 25:24 Discovering Hyperliquid early, trading niche perps and why DEX execution finally felt usable 35:04 Managing the Hyperliquid airdrop, risk lessons from blowing up 45:50 Crypto’s future, becoming a Bitcoin + Hyperliquid maxi 57:08 Why crypto is harder now, smarter competition and better tools 01:04:07 The downside of posting trades publicly, ego traps, Twitter pressure and final advice for traders trying to make it

Insilico Terminal

26,995 views • 3 months ago

13:01

INSIDE JUPITER: TRADING THE NEWS WITH PREDICTION MARKETS This episode with Julian breaks down why prediction markets are becoming a core primitive of Web4, how the Polymarket partnership fits the Jupiter full-stack vision, and why the future isn’t a separate product it’s prediction embedded everywhere. time stamps : 00:00 Intro Inside Jupiter HQ 00:18 Who's Julian and what's his role 00:44 What JuPredict actually is: “trading the news” 01:11 Polymarket × Jupiter 02:01 Why prediction markets are emerging 03:00 Markets vs commentators 04:24 Local & social prediction markets 05:15 On-chain transparency & global accessibility 06:27 Prediction markets in the Jupiter Web4 stack 07:48 The vision: predicting from any interface 09:28 Why people misread market prices 10:20 The real edge: studying trade flow before events 11:05 What prediction markets are best at predicting 11:40 Consistency & accuracy of the markets 12:10 Message to the community

JUP AND JUICE (🧃)

20,990 views • 4 months ago

29:41

Full interview with the founder and CEO of Propr Lou sits down with me to discuss Hyperliquid and the future of prop trading Timestamps: 00:00:00 Intro 00:00:16 Meet Louis: from TradFi to crypto 00:01:52 How the crypto market has changed 00:03:49 Why build on Hyperliquid 00:06:52 How propr got started 00:08:40 Scaling a lean team (and the grind) 00:12:24 What a prop firm actually is 00:15:33 Agents, bots, and the future of trading 00:18:32 What Louis is most proud of 00:21:02 Thinking about the token and TGE 00:24:14 Where propr goes in 5 years 00:25:57 Best and worst trades 00:27:50 Life outside crypto + shoutouts

ryandcrypto

42,479 views • 1 month ago

1:12:30

Insilico Terminal Podcast Episode 29 - Worst Contrarian - BACK OFFICE @ LARP CAPITAL 00:00 Intro, WC’s background, why he views trading as a business not speculation 04:07 First major arbitrage breakthrough, Binance AUD tether trade and going full-time 08:30 Why most people approach markets wrong, repeatable arbitrage vs lucky directional bets 19:40 The “exploiter mindset”, how to think about protocols, oracles and metagame risk 30:05 Building a trader network, why one phone call can unlock the next unusual trade 40:54 Sports betting exploits, getting banned everywhere and finding edge in inefficiency 53:33 Crypto vs TradFi today, where opportunity still exists and why chaos creates edge 01:06:22 Final advice, relationships, martial arts, Education of a Speculator and closing

Insilico Terminal

25,403 views • 3 months ago

1:03:46

Insilico Terminal Podcast Episode 30 - Audy, Head of Operations at Credo 00:00 Intro, Audy’s background, Bybit competition breakthrough and joining Credo 08:10 Inside the prop desk, remote trading floor, desk calls and trader freedom vs allocations 16:11 Hiring traders, track records, verifying edge and why one year can still be enough 25:42 Portfolio construction, navigating bull vs bear cycles and diversification across strategies 33:14 Why discipline fails, false signals, pressure, journaling and surviving bad periods 42:10 Crypto outlook, altcoin “cleansing”, token alignment and why the market structure is improving 49:02 Leading while trading, staying sharp yourself, handling bad months and trader morale 01:02:22 What edge really means, defining the counterparty, news trading and final hiring advice

Insilico Terminal

23,273 views • 3 months ago

51:27

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

Constantin Kogan

31,491 views • 2 months ago

44:46

EDGE REVEALED: How an Ex-Jane Street Trader Finds Edge in Markets & Life Agustin Lebron Agustin Lebron (former Jane Street trader, author of The Laws of Trading, now working at an AI startup applying reinforcement learning to market execution) breaks down what edge really means — and how to find yours in trading, careers & life. “Edge is something that either you know or you can do that the marginal participant in that market either doesn’t or can’t.” We cover: - What edge actually means & how Jane Street builds organizational edge (their worst skill is still "pretty decent") - Why you can never truly know if you have edge — the statistical vs intuitive approaches - The consolidation of quant trading: from dozens of options firms to a handful of giants - The gamblification of everything — retail trading, sports betting & prediction markets fueling quant profits - What it was like having Sam Bankman-Fried (SBF) as a Jane Street intern: "Day one, I'm going to ask all the questions" - How to apply edge thinking to your own career: find what you're differentially good at - Raising teenagers in the AI age: why the traditional path still works, but other paths are opening up 00:00 Introduction 00:44 What is edge in financial markets 01:43 Jane Street and organizational structures for quant trading 03:46 Identifying and validating edge in trading 06:22 Navigating extreme market events and volatility 09:37 Future of quant trading and consolidation 12:15 Why quant firm profits have increased 14:42 The gamblization of everything 15:55 Who should pursue a career in quant trading 18:19 Applying the concept of edge to career and life decisions 20:56 Advice for interns to excel in quant trading 23:44 Predicting long-term success in trading interns 25:08 Sam Bankman-Fried as an intern and FTX reflections 28:15 Reasons people leave Jane Street and what they do next 31:19 Advice for young people in a changing world 36:09 Navigating job insecurity in tech-driven roles 38:55 Where to live if you want to be successful 40:28 Raising kids for a rapidly changing future 42:55 Questions young people should ask themselves 44:45 Outro and book recommendation

Ethan Kho

213,669 views • 5 months ago

42:18

What It's Like Building a Proprietary Power Trading Firm with Cory Paddock Cory Paddock (Cory Paddock) has been trading the physical power grid since the early 2000s. He built his own firm from scratch in 2014 — trading his own capital — and has navigated every major paradigm shift in U.S. energy markets since coal dominated the grid. "It's the perfect amount of darkness. The information is public — but it's in the dark." We cover: - How Cory built a point of view on paradigm shifts before the market caught up - Why power trading sits at the intersection of economics & physics — and why that matters for edge - Why backtesting more than a few years of power data is basically useless — the grid isn't the same grid - LMP & locational marginal pricing: how physical grid constraints turn into alpha if you know where to look - The 5–10 trades that make your year — and why forcing setups in the lean periods kills you - How GBE stripped pay uncertainty out of trader comp so people can just focus on trading well - What it actually feels like watching your own money swing in real-time — and when it stops feeling that way Thanks so much Cory for coming on Odds on Open! Timestamps: 00:00 Intro 01:09 Starting GBE and finding trading edge 01:38 Overview of electricity markets and pricing 02:05 Power trading structure and deregulated markets 04:11 Research pipeline for market data analysis 04:56 Domain knowledge and renewable energy trading 06:39 LLMs and AI tools for quants 07:49 Grid data and intraday market signals 09:25 Finding alpha in electricity markets 10:13 Paradigm shifts and regime change insights 13:19 Coal to gas, wind, and solar trends 14:39 Data centers, EVs, and load growth 16:47 Recruiting talent in energy trading firms 17:38 Gen Z quants and algorithmic trading skills 21:55 Outliers, agency, and Gen Z traders 24:11 Culture and innovation in quant finance 27:29 Trading personal capital and risk management 28:06 PJM West Hub and market dynamics 32:19 Five-minute tick data and volatility 34:49 High-conviction trades and alpha generation 35:35 Incentive alignment and trader performance 36:42 Pay structure and removing stress capital 39:22 Motivation and purpose in trading careers 40:00 Passing knowledge to the next generation 42:04 Host reflections on electricity trading 42:14 Closing thoughts and sign-off

Ethan Kho

17,408 views • 5 months ago

43:21

Full Podcast with Spencer: OG Trader to Full-time Founder & CEO in Crypto. Spencer is the founder of Orange Cap Games & Head Birb at Moonbirds. “Our tagline always was ‘bring IP to life.’” 00:00:56 – Meeting Spencer 00:02:13 – Spencer’s Background Before Crypto 00:03:52 – Talking Trading Cards 00:08:04 – How Trading Cards evolved in the digital era 00:11:18 – How Environment Shapes Ambition & Success 00:14:25 – Private Influence vs Public Leadership in Crypto 00:16:07 – Why Skill Is Hard to Measure in Crypto Trading 00:19:34 – Overtrading, Conviction & Playing the Long Game 00:22:10 – Seeing the Crypto Chessboard 00:26:47 – Being Both a Founder and a Trader 00:31:48 – Why Acquiring Moonbirds Made Sense 00:38:46 – The Future of Moonbirds, IP & Brand Building

JackGK

36,015 views • 5 months ago

56:21

Ex-Global Trading & Risk Director at Cargill on how edge is formed in commodities markets Kristine Engman spent 20+ years at Cargill—one of America's largest agriculture conglomerates—trading billions in physical & financial commodities across energy & agriculture. "Edge in commodities? It's a lot about relationships. The intel you get through those relationships—that's information not readily accessible to the rest of the marketplace that can give you an edge." We cover: - How edge actually works in commodities—relationships, capital access & information arbitrage - Why you can trade on "insider information" in commodities (unlike equities) - Managing physical risk—forecast accuracy, weather shocks & transportation nightmares - The negative power trade—selling electricity below zero & getting hauled into the boss's office - Why Cargill traders performed best when equities markets performed worst - Quantitative (and even technical) vs fundamental trading styles—finding what works & sticking to it - The Ukraine war position—going extended limit long before the invasion - Life lessons from trading—"have your house in order" & taking risks with incomplete information Timestamps: 00:00 Intro 01:15 Edge in commodities trading? Relationships, capital, information 04:40 Commodities market efficiency, information flows, and AI 08:32 Hedge funds vs. ABCDs, commodity trading strategies 13:34 When commodities outperform equities, the 2022 boom 17:45 Headline risk, social media impact on markets 19:08 Risk management strategies in physical commodities trading 26:14 Probability, forecasting, and scenarios for trading decisions 31:00 What makes a great commodities trader today 37:53 Contrarian trading strategies, alpha generation in commodities 42:24 Russia–Ukraine war impact on commodity markets, trading 45:35 Life and career lessons from commodities trading 51:30 Careers, uncertainty, and learning in commodities markets

Ethan Kho

82,254 views • 4 months ago

56:48

Inside the mind of an ex-SIG quant trader who can't turn off the EV brain - even for his kid's school choice Andrew Courtney (Andrew Courtney) ran the International ETFs Trading Desk at Susquehanna International Group for ~15 years before leaving in 2023. He now runs Kalshionomics (Kalshinomics), a prediction markets analytics tool, and writes the Whirligig Bear, one of the sharpest prediction markets Substacks out there. "I think of everything as a bet. I kind of don't understand how you talk to normal people — they do not do that." SIG trains their junior traders with poker, spending 2hrs/day turning over cards after every hand, justifying every decision quantitatively AND qualitatively. 15 years later, Andrew views prediction markets the same way: read who's on the other side, size accordingly, fold when the whale comes back at you 10x. We cover: - Why SIG pays junior traders to play poker for 2hrs/day — & what happens after every single hand - The "one eye on the market, always" attention tax that destroys most people's careers - How to find edge in prediction markets by asking: who am I actually trading against? - Why meme-heavy, overhyped markets (Taylor Swift at the Super Bowl) might be the juiciest trades - The insider trading debate in prediction markets — & why it's "socially corrosive" - Floor trading vs. upstairs quant: why the transition saved his career - 40 connections after ~15 years at one of the world's best firms — the hidden cost of prop trading - Why he doesn't have collision insurance on his car (& the EV math behind it) Thank you so much Andrew Courtney for coming on the pod! Timestamps: 00:00 Intro 05:00 Floor trading vs. electronic trading 06:28 What makes an upstairs trader 10:16 Poker as trader training 13:00 Thinking in bets as a mental framework 15:11 Decision trees in real life 16:40 Where prediction markets actually have edge 19:00 Why the LLM forecasting layer falls short 19:40 Liquidity incentives and trading low-volume markets 22:00 Limiting downside even when the model is wrong 24:32 Executing in illiquid markets 25:44 Fair value vs. directional conviction 27:11 Bayesian updating when liquidity responds 28:40 Fading hype and crowded narratives 31:07 Longshot bias vs. fanbase bias 34:20 How to judge whether you really have edge 36:40 Building analytics tools for prediction markets 38:20 The temporary edge for smart amateurs 40:35 Where prediction markets fit best 41:20 Markets that shouldn’t exist 43:20 Why insider trading corrodes incentives 46:52 Are prediction markets a net good or bad 50:47 Minimizing degeneracy and maximizing signal 53:32 A simple EV mindset anyone can use

Ethan Kho

436,074 views • 5 months ago

1:12:57

Insilico Terminal Podcast Episode 25 - Mercury 00:00 Intro, Mercury’s background, 2017 mania, early gains and 90% drawdown lessons 06:03 College dropout, going all-in on trading, March 2020 liquidation and ego reset 16:49 Rebuilding the system, scrapping indicators, trend-following foundation 23:24 Social media vs reality, engagement farming, why most traders sabotage themselves 30:12 Revenge trading, respecting trends, curing causes instead of treating symptoms 41:11 Discretion vs quants debate, adapting to ranges, why signals aren’t equal 52:15 The “free money” mindset, Trump coin trade, opportunity vs FOMO psychology 01:02:58 Bull market myths, skill evolution, why every cycle feels underwhelming in hindsight

Insilico Terminal

17,273 views • 4 months ago

1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

166,795 views • 1 year ago

50:55

DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion

MR SHIFT 🦁

37,896 views • 29 days ago

1:03:31

Insilico Terminal Podcast Episode 22 - Magus 00:00 Intro, Magus background, Going full-time, COVID crash and DeFi saving the year 05:02 Trading evolution, moving averages/Ichimoku -> order flow and auction market theory “light bulb moment” 08:28 Entry framework, momentum vs reversion, why open interest mattered and how that edge changed 20:45 Defending drawdowns, hedging one-to-one with perps, why most hedges “lose” but save you when it matters 31:14 Social media & FOMO, why CT warps expectations and how to avoid chasing everything 33:53 Execution + Insilico Terminal usage, market-in/limit-out, chase orders, resting orders, manual vs hard stops 53:05 Higher timeframe views, Bitcoin underperformance vs equities/metals, rotating profits into TradFi and closing

Insilico Terminal

22,889 views • 5 months ago

12:44

Avery Ching: Crypto being the infrastructure is the future. Aptos Labs co-founder and CEO avery.apt 🇺🇸, joins Gareth Jenkinson at #Consensus2026 → Miami to discuss why the industry is shifting from token speculation toward infrastructure, adoption, and enterprise-grade blockchain products. "The focus has to be on adoption now." OUTLINE 00:00 - Introduction 00:39 - Confidential Aptos 01:44 - Building Privacy Infrastructure 02:44 - Zcash vs Aptos 03:53 - Institutional Adoption 05:40 - AI Trading Future 07:19 - RWA Infrastructure 09:06 - Quantum Resistance 10:42 - Facebook to Crypto 11:41 - Crypto Market Outlook

The Block

36,790 views • 2 months ago

55:51

New Episode: Inside Nansen's AI Trading Agent Platform Alex Svanevik 🐧, CEO of Nansen 🧭, joins Friederike Ernst 🦉 to discuss Nansen's massive evolution from an on-chain analytics platform to a full-stack AI trading powerhouse. Alex explains why raw blockchain data is now a commodity and how Nansen maintains its edge through deterministic and inferred address labeling. They dive into why vanilla LLMs break on crypto data, the upcoming launch of predictive Smart Money 2.0, and how Nansen Gym allows AI agents to backtest trading strategies by time-traveling through historical on-chain events. Topics 00:00 Nansen's Pivot to Agentic Trading 04:15 On-Chain Data Processing 10:30 Inferred Address Labeling 16:00 Immutable Nature of ENS 24:45 Ultimate On-Chain Trading OS 33:20 Why LLMs Fail at Blockchain 42:15 Smart Money 2.0 51:40 Nansen Gym 58:30 The Open Source AI Boom Episode Links👇

Epicenter Podcast

28,507 views • 3 months ago

37:10

CRYPTO INTERVIEW: AI AGENTS, ON-CHAIN SPEED, AND TRADING WARFARE Daniele 🟧 ( Meme Quant ) built the HUD to solve a core problem: No tool provided the real-time data he needed to trade effectively. In an in-depth conversation with Pav, he unpacks why meme trading has evolved into a PvP battle royale and how AI agents like Gemma are reshaping execution. “Speed, narrative, and information, that’s the raw edge in today’s DeFi.” 02:06 – Daniele Sesta: From DeFi Innovator to AI Visionary. 04:53 – Creative AI and the Ghibli Moment: “Better than you imagined it.” 07:02 – On-Chain UX Sucks: Can AI Fix it? 12:07 – The Memecoin Battle Royale: Tech VS Hype. 19:12 – Gemma the AI Assistant: AI x DeFi. 21:23 – Intelligence Arbitrage: Turning Alpha into Action. 22:35 – Why Daniele Built His Own Infra: “Nobody Gave Me Enough Data.” 23:47 – How the HUD Gives YOU Competitive Advantage. 29:48 – Meme Trading: Info Flow, not Price Action. 32:20 – Memecoin Momentum: Signal or Noise? 34:21 – What’s Next: AI Flows, Post-Agent UX, and Meme Orchestration.

Mario Nawfal’s Roundtable

91,874 views • 1 year ago

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