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:
And much more—enjoy!
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Timestamps:
(00:00) Introduction
(00:46) AI trading agents
(01:26) DeFAI product promises
(04:55) Eliza and Virtuals
(05:08) Research methodology
(12:58) Biggest wallet gains
(14:48) Profitability fades
(16:19) Alpha Arena experiment
(19:18) Sample size problem
(25:57) Learning from competitions
(31:51) Dune MCP workflows
(42:04) Ethereum bearishness
(53:41) Outro
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Content links:
Agentic Trading paper: https://arxiv.org/abs/2605.29174*
Tweet 1: https://x.com/jay_azhang/status/1996301170281795607?s=20
Tweet 2: https://x.com/jay_azhang/status/1996984618751611006?s=20
Tweet 3: https://nof1.ai/leaderboard
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https://x.com/hildobby
https://x.com/0xBoxer
https://x.com/sui414
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The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.
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DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.
