How AI Agents Are Replacing Hedge Fund Managers with Pei Chen of Theoriq

How AI Agents Are Replacing Hedge Fund Managers with Pei Chen of Theoriq

Author: Where digital assets meet capital markets. Hosted by Robbie & Andy December 20, 2025 Duration: 40:21

AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process.

In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money.

Pei breaks down the trust problem around letting AI control our money and what happens when white-collar jobs get disrupted first.


We discuss:

- AI going from demos to managing real capital

- Why Gemini dominated 2025's model wars

- How AI agents are replacing hedge fund managers

- Theoriq's Alpha Vault: 25% returns through agent coordination

- The trust problem: when should we let AI control our money?

- White-collar jobs getting disrupted first

- AI building AI: the inception problem

- Future of junior engineering roles with AI


Timestamps:

00:00 Intro

01:30 Theoriq's TGE week recap

04:02 Intelligence layer architecture

09:19 One word to describe 2025 in AI

14:15 AI meeting the real economy

16:02 Bootstrapping DeFi liquidity with agents

19:48 White-collar jobs getting disrupted first

21:01 Hibachi Ad, Trezor Ad, Yeet Ad

23:09 Best AI model prediction for market analysis

27:13 Distribution vs integration in 2025

32:45 Which AI codes best?

34:33 InfiniFi Ad, Halliday Ad, Kalshi Ad

35:36 AI building AI: the inception problem

37:51 Future of junior engineering roles


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𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.


Tune into The Rollup for a front-row seat to the ongoing conversation where digital assets meet traditional capital markets. Hosts Robbie and Andy facilitate these essential discussions, broadcasting live from the heart of the global financial system. This isn't about abstract theories; it's where you hear directly from the people building and governing the infrastructure of this new financial frontier. Each episode pulls back the curtain on the practical realities, strategic shifts, and regulatory challenges shaping the convergence of crypto and mainstream finance. You'll get unfiltered perspectives from founders, institutional investors, and policy thinkers who are navigating this complex merger daily. The dialogue on this podcast is grounded in the expertise of its guests, offering listeners a clear-eyed view of both the immense opportunities and the significant hurdles ahead. For anyone curious about how blockchain technology is being integrated into the world's existing financial frameworks, The Rollup provides crucial context and analysis. It's a recorded chronicle of a financial evolution in progress, capturing the debates and decisions that will define the next era of markets. Find more from Robbie and Andy and dive deeper into each topic through the show's official online home.
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