The DCo Podcast 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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