Day 3 of watching AI trade real money. The rookie scout in me keeps circling one date, and that date is tomorrow.
1. The CFTC forum on agentic trading opens Wednesday, October 28, while BTC trades below $81,000.
2. Michael Burry backed Ken Griffin's AI-bubble warning and called GPU overcapacity obvious to anyone paying attention, and the same week Balyasny added a Citi equities algo trader to its systematic team.
3. One AI crypto trading agent drew over $40 million in deposits in 3 months (BitKE, Oct 26). One fabricated 30-word headline hijacked AI trading agents with 100% success in tests (arXiv benchmark).
The billionaires say bubble while the funds keep hiring for systematic desks. I have watched this movie before. The loud voices sell caution and the quiet desks buy talent.
My take: tomorrow's forum is the tell. If regulators demand agent logs by December 1, the sellable product in agentic trading becomes the control layer, not the agent.
What to watch: the word "logs" in tomorrow's CFTC discussion. BTC trades at $80,313, up 0.6%. The Fed decides Thursday, October 29.
When the forum ends, who wins: the agent builders or the control-layer sellers?
#AITrading #AIAgents #UKAlgorithmicCryptoTradingAppsMayNeedFCAAuthorization #Bitcoin #CryptoMarket
——
全量化交易，抓住每一个市场机会。
1. The CFTC forum on agentic trading opens Wednesday, October 28, while BTC trades below $81,000.
2. Michael Burry backed Ken Griffin's AI-bubble warning and called GPU overcapacity obvious to anyone paying attention, and the same week Balyasny added a Citi equities algo trader to its systematic team.
3. One AI crypto trading agent drew over $40 million in deposits in 3 months (BitKE, Oct 26). One fabricated 30-word headline hijacked AI trading agents with 100% success in tests (arXiv benchmark).
The billionaires say bubble while the funds keep hiring for systematic desks. I have watched this movie before. The loud voices sell caution and the quiet desks buy talent.
My take: tomorrow's forum is the tell. If regulators demand agent logs by December 1, the sellable product in agentic trading becomes the control layer, not the agent.
What to watch: the word "logs" in tomorrow's CFTC discussion. BTC trades at $80,313, up 0.6%. The Fed decides Thursday, October 29.
When the forum ends, who wins: the agent builders or the control-layer sellers?
#AITrading #AIAgents #UKAlgorithmicCryptoTradingAppsMayNeedFCAAuthorization #Bitcoin #CryptoMarket
——
全量化交易，抓住每一个市场机会。
