How to WIN the Crypto Game with Data | Benjamin Cowen, Alex Svanevik (CEO Nansen), CEO Bubblemaps

Why It Matters

AI‑enhanced on‑chain analytics could level the playing field for crypto investors by turning complex blockchain signals into actionable trade ideas, but only if the technology proves reliable and trustworthy.

Summary

The video is a roundtable discussion featuring Benjamin Cowen, Alex Svanevik (CEO of Nansen), and Nick from Bubble Maps, centered on how artificial intelligence and on‑chain data are reshaping crypto trading. The panelists outline the explosion of blockchain data across Layer‑1 and Layer‑2 networks and argue that AI‑driven analytics are now essential for extracting actionable signals from that flood.

Key insights include Nansen’s focus on “smart‑money” labeling—tracking the profit‑and‑loss performance of a few thousand high‑quality addresses rather than millions of anonymous wallets—and the use of composite on‑chain metrics (PEEL multiple, market‑cap‑to‑thermo‑cap, RV‑z‑score, etc.) to gauge where the market sits in a cyclical risk spectrum. Cowen describes a normalization framework that maps these metrics between 0 (risk‑off) and 1 (overheated), noting that the current environment resembles the 2019 cycle rather than the euphoria of 2017/2021.

Illustrative examples pepper the conversation: a Bubble Maps visual of Shiba Inu holders reveals a single entity controlling roughly 10 % of supply and actively splitting wallets to stay hidden; Nansen’s upcoming AI‑powered mobile app can answer on‑chain queries in real time and even execute trades via an embedded self‑custodial wallet; and Bubble Maps is experimenting with advanced clustering heuristics that link wallets by synchronized exchange withdrawals. Alex emphasizes that AI agents must avoid hallucinations and maintain common‑sense crypto knowledge, likening the adoption curve to that of self‑driving cars.

The implications are clear: integrated AI agents promise to compress the discovery‑due‑diligence‑execution workflow into a single interface, potentially democratizing sophisticated on‑chain analysis for retail traders. However, trust, quality‑assurance and robust benchmarking will be decisive, as early‑stage agentic trading tools risk mis‑guiding users. The discussion signals a near‑term shift toward AI‑augmented, data‑rich trading strategies while underscoring the need for rigorous validation before widespread adoption.

Original Description

Can AI agents + on-chain data actually outperform human intuition — and become a new way to trade? In this panel from Binance Blockchain Week 2025, Nansen CEO Alex Svanevik and Into The Cryptoverse @intothecryptoverse Founder & CEO Benjamin Cowen join Bubblemaps CEO Nicolas Vaiman to show “A New Way to Trade”, unpacking how smart money tracking, cycle analytics, and agentic AI are changing crypto trading: from discovery and due diligence to execution.

Alex shows how Nansen’s 500M labeled addresses and smart‑money scoring uncover real signals across L1s, memecoins, yield farming, and perp venues like Hyperliquid — now powering a new Nansen AI mobile experience that lets you ask questions and execute trades in‑app. Benjamin breaks down his multi‑metric cycle model (Puell Multiple, MVRV‑Z, HODL ratios, social interest) to quantify risk-on/off phases, why this cycle looks more like 2019, and when Bitcoin dominance signals alt rotation. Nicolas demos Bubblemaps’ wallet clustering (SHIB case study) and where AI can reduce human interpretation.

In this panel, Alex Svanevik, Benjamin Cowen, and Nicolas Vaiman cover:

✅ Smart money signals: How Nansen tracks high‑PnL addresses, sub‑labels (memes, yield, perps), and Hyperliquid smart perp traders

✅ Cycle math: Why Into The Crypto Verse blends 8–10 on‑chain metrics to quantify euphoria vs. risk‑off — and why 2025 resembles 2019

✅ Understanding important on-chain data: Wallet flows, token dynamics, social interest, and normalized cycle indicators

✅ Bubblemaps clustering: Visualizing connected holders, spotting team wallets, and the SHIB supply concentration story

✅ AI for trading: Conversational agents that research thousands of charts, surface signals, and reduce analysis overload

✅ Nansen AI: Agentic, on-chain “new way to trade” — discovery, due diligence, and one‑tap execution with a self‑custodial wallet

✅ Why most agentic trading tools will fail

✅ Risk framing: When Bitcoin dominance beats alts; avoiding FOMO and chasing micro‑caps during tight liquidity

✅ Real outcomes from data tools: Terra depeg avoided via Curve smart alerts; users leveling up with actionable on‑chain signals

✅ Will AI agents replace intuition — or stay a co‑pilot until they consistently prove edge?

⏱️ Timestamps:

⏳ 00:00 – Introduction

⏳ 00:21 – Introducing the Panel with Bubblemaps CEO Nicolas Vaiman

⏳ 01:16 – Nansen, in one minute: mission, creating signals, smart‑money tracking

⏳ 02:14 – Benjamin Cowen with Into The Cryptoverse, in one minute

⏳ 02:59 – Nansen's best on‑chain signals: smart money flows, sub‑labels, Hyperliquid perps

⏳ 05:05 – Into The Cryptoverse's cycle indicators: Puell, MVRV‑Z, HODL ratios, social interest normalization

⏳ 06:54 – Bubblemaps demo: using visual bubbles to show supply concentration, connected wallets in SHIB

⏳ 08:10 – Into The Cryptoverse and AI: Social Metrics Historical Risk

⏳ 09:59 – Bubblemaps and AI: Advanced Clustering Heuristic

⏳ 10:40 – Nansen and AI: Agentic AI, interface, portfolio Q&A, one‑tap trade execution

⏳ 13:17 – "Do you think this AI agent trading tool will replace human intuition?"

⏳ 15:45 – Wins from Bubblemaps, Nansen, Into The Cryptoverse: user success stories with on‑chain signals

⏳ 19:05 – Outro

#binanceblockchainweek #aicrypto #cryptotrading #nansen #bubblemaps #intothecryptoverse #crypto2026 #bbw2025

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