How Nansen’s New Trading Agent Makes It Easier to Follow the Smart Money Onchain

Summary

Laura Shin interviews Alex Svanevik, co-founder and CEO of Nansen, about Nansen's new AI trading agent that integrates onchain discovery, research, and execution. Alex explains the agent's co-pilot workflow, fee structure, chain support, and security model, while outlining a broader vision of agentic trading and tokenized assets. He expects AI to lower the barrier to onchain trading and increase activity, especially in retail-oriented assets like memecoins, NFTs, tokenized stocks, and prediction markets. He also discusses security gaps, agent vaults, and betting on AI agents via creator coins.

• Nansen launched Nansen AI, an AI trading agent for onchain discovery, research, and execution, initially on Solana and Base.
• The agent uses a co-pilot model with manual execution, embedded self-custodial wallets, and low fees.
• Alex expects AI agentic trading to increase onchain activity and make trading easier for individual investors.
• He highlights retail-oriented asset classes: memecoins, creator coins, NFTs, tokenized stocks, and prediction markets.
• He argues deep liquidity and best prices will migrate onchain, eroding centralized-exchange moats.
• Security remains a key hurdle for autonomous agents, with unsolved issues around agent custody and tamper resistance.
• He predicts more betting on AI agents and builders in 2026, citing Bags FM creator coins and skepticism on earlier Virtuals-style agent tokens.
• Broadly, he sees tokenization and chains as a massive long-term opportunity.