Did AI Trading Agents Actually Work?
Did AI Trading Agents Actually Work?
Today we're diving into AI trading agents, the rise of DeFAI, and whether autonomous trading bots are actually generating alpha.
We discuss:
AI trading agents and the DeFAI hype cycle
Eliza, Virtuals, and agentic trading products
Onchain tracking vs qualitative research
Whether agents actually made money
Early wins, later losses, and extractive markets
Alpha Arena and AI model trading competitions
Why sample size matters for agent experiments
Agent reliability, harnesses, and model variability
AI workflows, Dune MCP, and product building
ChatGPT, Claude…
The skinny
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