Timing the Next AI & Crypto Boom: Fiskantes’ Playbook | Ep 3

Join us on Escape Velocity as Teng Yan, founder of Chain of Thought Research, and CK, founder of Tensorplex Labs, welcome a truly sharp mind to the show: Fiskantes, CIO at Sigil Fund and Partner at Zee Prime Capital. Known for his uncanny ability to spot emerging trends and make early, successful bets on companies like Nvidia and Palantir, Fiskantes shares his extraordinary journey from paper trading stocks as an 18-year-old law student to becoming a professional poker player, and eventually managing substantial crypto funds.

In this captivating episode, Fiskantes unveils his unique investment philosophy across both AI and crypto. Discover his strategy for identifying "undisputed market leaders" in the AI hardware space, and how he leverages AI daily, not just for professional insights but also for practical personal applications in health and fitness. Get ready for a candid discussion on AI's true impact on investing—from its current limitations in crypto research to its potential to replace junior analysts, and why he believes AI will amplify, not replace, human ingenuity in the long run.

Fiskantes also offers his nuanced perspective on the intertwined fates of AI and crypto, explaining why he leans bullish on their synergistic relationship despite short-term capital flow challenges. He shares powerful contrarian views, including why the hype around AI trading bots might be "misplaced and overrated", why AI-driven entertainment is a significant, if "dark," area for investment, and why AI-focused cybersecurity represents a crucial, yet underlooked, investment opportunity.

Whether you're a seasoned investor or just starting out, Fiskantes' "words of wisdom" provide invaluable guidance: emphasizing the critical importance of "general trend timing", navigating the current landscape for new entrants, and perhaps most uniquely, the essential skill of learning to "prompt AI well" to unlock its true potential. Don't miss this insightful conversation that charts the next trajectories in the dynamic worlds of AI and crypto!

Timeline:

• 00:00 Welcome to Escape Velocity & Guest Introduction
• 01:27 Fiskantes' Unconventional Path: From Law to Poker to Crypto Investing
• 04:15 Identifying Market Leaders: Fiskantes' Early AI Stock Investments in Nvidia, ASML, TSMC, AMD, and Palantir
• 09:30 Evolving AI Usage: From Entertainment to Professional Tools, and its Limitations in Crypto Research
• 13:45 AI's Practical Applications in Personal Health, Diet, Fitness, and Risk Management
• 17:30 The Future of Investing: How AI Reshapes Human Edge Across Different Time Horizons
• 22:00 The AI Boom's Net Effect on Crypto: Bullish Synergies vs. Zero-Sum Competition
• 26:45 Capital Flows: Crypto vs. Equity Markets and the "Winners Keep Winning" Dynamic
• 32:30 Navigating the AI/Crypto Intersection: Identifying Substance Amidst the Noise
• 38:15 Contrarian Views: The Misplaced Hype of AI Trading Bots, the Rise of AI Entertainment, and the Untapped Potential of AI Cybersecurity
• 43:00 Words of Wisdom for New Investors: The Importance of Trend Timing, Learning to Prompt AI, and Embracing Luck