Equity Perps, Uniswap Buybacks & BitTensor's Decentralized Inference

Hosts unpack Web3 pre-IPO markets, Uniswap’s fee-switch, and the shifting AI inference landscape—privacy, agents, and emerging decentralized providers.

Key Takeaways

Hyperliquid and prediction markets drive weekend price discovery; TradeXYZ dominated volume—prediction markets offer cheaper pre-IPO exposure without perpetual funding costs, useful for buy-and-hold strategies.
Uniswap fee-switch could add ~$42M–$75M from L2s and monetization, but risks LP migration and volume loss; monitor LP flows, take rates, and token supply dynamics.
Market signals show blue‑chip DeFi strength and a possible bottom; Aave governance drama hasn’t hurt deposits—2026 thesis favors mid‑curve DeFi and lending protocols.
Venice privacy claims are unverified: plaintext proxies and transient processing risk exposure; require cryptographic proofs (TEEs with attestation) before trusting private inference.
Decentralized inference is evolving: Shoots, Targon, Ridges (beta) compete while local, quantized models and vendor‑bundled models may reduce hosted inference demand.
Treat AI agents like employees: give distinct identities, limited crypto wallets, and strict fund caps; avoid linking personal accounts or bank access to autonomous agents.

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