EP 35 — AI Traders, Swarms, and Surviving the Bear Market with Shaw

In a space where information is the ultimate edge, how do the best traders and builders stay ahead?

Shaw from elizaOS returns to the podcast to break down the harsh realities of crypto trading, AI-driven investing, and building through market cycles. We explore:

•The information edge in crypto: Why the best traders aren’t chart readers but those closest to deal flow.

• AI trading agents: Overhyped? Why LLMs struggle with time-series data and where AI can actually add value.

• Swarms over super AIs: The case for specialized AI agents instead of one-size-fits-all models.

• Surviving market downturns: How token allocation mistakes are forcing founders into existential choices.

• Revenue vs. hype: Why sustainable monetization beats reliance on speculative pumps.

• Vampire attack partnerships: How some collaborations are designed to drain value rather than create it.

Chapters —

00:00 Introduction 

02:52 The Role of AI in the Current Market

05:53 Building Trust for AI-Driven Trading

08:45 Exploring Copy Trading and Community Dynamics

12:02 AI Agents and Swarms

17:51 Practical Applications of AI Agents in Workflows

28:09 Privacy and Security in Multi-tenant Environments

35:12 Navigating Startup Challenges and Team Dynamics

38:08 Tokenomics and Value Accrual Strategies

46:21 Timing the Market and Launch Strategies

50:20 The Future of Product Quality in DAOs

51:09 Identifying Gaps in DAO Governance

55:52 Balancing Contributions and Token Holding

01:01:52 User Experience in DeFi Applications

01:04:04 The Hype Cycle of New Technologies

01:06:35 Lessons Learned from the Crypto Space

Follow Us:

DCo – https://x.com/Decentralisedco

Shaw (wartime arc) – https://x.com/shawmakesmagic

Saurabh Deshpande – https://x.com/desh_saurabh

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