#Aifi and exploring one of the most interesting projects in the space

Joined September 2024
565 Photos and videos
hi retweeted
This is the Cursor moment for trading. In two years, a chart without an agent will feel like coding in notepad. @Cod3xOrg V2 is that moment. Soon.
Update: Perfectly played. Holy shit @Cod3xOrg
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hi retweeted
Update: Perfectly played. Holy shit @Cod3xOrg
AI trading is here and there's no going back man. Asked @Cod3xOrg V2 for a $SPCX setup. It read the news, detected the regime, and is playing this IPO almost perfectly. The chart speaks for itself.
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Jun 12
just try @Cod3xOrg it's what we'll all be using soon...
NEW: @coinbase INTRODUCES "COINBASE FOR AGENTS" ENABLING AI AGENTS TO... - EXECUTE TRADES & MANAGE YOUR PORTFOLIO - RUN AUTONOMOUSLY UNDER GUARDRAILS - PAY FOR DATA & RESEARCH TOOLS VIA X402 (COMING NEXT WEEK)
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hi retweeted
AI trading is here and there's no going back man. Asked @Cod3xOrg V2 for a $SPCX setup. It read the news, detected the regime, and is playing this IPO almost perfectly. The chart speaks for itself.
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🡢 Stake $CDX for a year: 1.5x maturity multiplier. 🡢 Stake size scales it further: up to 2.25x total weight. 🡢 Latecomers need more than double the capital to match your position. 🡢 Full details in article below.👇
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Jun 11
The First $20M ARR in Agentic Trading Comes From Helping Traders Lose Less Money, Not Finding Alpha $CDX I think people underestimate how valuable it is to simply lose less money. The common criticism of agentic trading is that unless an agent can discover secret signals and generate extraordinary returns, it has no value. But with a slight reframe you get - How much money do traders already spend every year trying not to lose money? TradingView subscriptions. Custom indicators. Order flow tools. Discord groups. Signal services. Courses. Mentorships. Data feeds. Exchange analytics. Most of these products aren't selling alpha. They're selling some combination of risk management, execution improvement, decision support, and trader confidence. A serious perps trader can easily spend $200-$500/month before placing a trade. But if you had a genuine money-printing alpha, why would you sell it? The best quant funds in the world don't sell their alpha. They use it themselves. That's why I think many people are looking at agentic trading through the wrong lens. There are really two markets: Helping traders lose less money. Helping traders make more money. The second is harder. The first is enormous. Most retail traders don't fail because they can't find opportunities. They fail because they overtrade, size too aggressively, add to losers, hold losers too long, take profits too early, ignore correlation, or fail to recognize when market conditions have changed. They're trying to solve a risk management problem disguised as an information problem. Crypto derivatives traded more than $85T last year. Hyperliquid alone has roughly 350k monthly active users. The interesting part is what that means. If just 1% of Hyperliquid's active users paid $100/month, on @Cod3xOrg that's already ~$4.2M ARR. 2% is ~$8.4M ARR. 3% is ~$12.6M ARR. 5% is ~$21M ARR. And that's before Binance, Bybit, OKX, Bitget, Polymarket, Kalshi, or the rest of the market. The reason this feels achievable is that the value proposition doesn't require magical intelligence. It requires helping traders avoid mistakes. One bad 20% drawdown on a $25k account costs $5k One overleveraged trade can wipe out months of gains. One failure to adapt to a regime shift can cost more than years of subscriptions. If Cod3x helps traders size positions better, manage exposure, protect profits, reduce correlation risk, and avoid catastrophic mistakes, the ROI is obvious. Then over time you get to the harder part: Improving Sharpe. Improving execution. Finding new opportunities. Generating alpha. But you don't need to solve those problems first to build a meaningful business. The first step is helping traders survive long enough to compound. x.com/varrock/status/2064863…

Jun 11
Retail is going to lose so much money with AI trading/agentic trading.
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The landscape of decentralized AI in 2026 🧠 AI will continue to dominate the tech narrative over the next few years. But crypto won't fade away. Instead, we're seeing the rise of the intersection between AI and crypto: - Crypto apps optimized for AI. Agents take part in trading and DeFi - Open frameworks, coordination layers, and networks for AI agents - Decentralized infrastructure for compute, inference, model training, and data AI creates intelligence. Blockchain creates trust. AI creates value, and blockchain makes that value open, verifiable, and accessible. This is a normie-friendly starter pack for decentralized AI. Hope you enjoy it.
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Jun 11
It seems like most startups in San Francisco are selling products to each other When I ask founders who their target audience is, 90% of the time it's "engineering and product teams, AI-native startups" Feels like the same small group of target audience is being bombarded with a million products, whereas very few people are building for the 99% of the world
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x.com/lefttailguy/status/205… Now the last question is, which context factories should you acquire and operate? How do you select/ design/instrument them such that they have and maintain a monopoly on legibilizing the most valuable parts of reality now and into the future?

does everyone understand the game now you are competing on the aggregation of capital to more cheaply acquire and operate trusted actuator Context Factories labs practically can’t play this game because Context Factories run on (what will be) commodity AI
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Jun 10
Gemma 31b notes: 1. Canonically brazilian 2. Made me $50
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An understated epithet of the latest model score cards shows that benchmarks are increasingly being driven by app layer companies who are engaging in some RLaaS contracting/small model based implementations. See the following for finance/law/swe/bio: In my state of data at the start of the year, I write about how the data supply chain must unbundle and you will see purpose-built data companies who do quite well at different vertical steps of the supply chain (sourcing people, or potentially only making envs/rl data) and at different horizontal domains (bio, finance, cyber). One has to remember that some of the most durable benchmarks today actually come from elite applied app layer companies (Taubench by Sierra). From Anthropic Opus 4.8’s system card: Perplexity - DRACO, 100 deep-research tasks drawn from real user queries, graded on accuracy, depth, presentation, and citations. Databricks - OfficeQA, grounded numerical reasoning over a corpus of Treasury Bulletin documents. Zapier - AutomationBench, an agent running end-to-end business workflows across 47 apps and dozens of chained API calls, scored on a private held-out leaderboard. cursor.com/cursorbench cognition.ai/blog/frontier-c… blog.latch.bio/p/spatialbenc… rogo.ai/news/introducing-the… harvey.ai/blog/introducing-h… Which should serve as an approximation for how AI-forward some of the eng-orgs at applied companies are, and where lab spend is increasingly going for data sourcing. It is the explicit goal that OAI and Anthropic would want to partner with domain specific companies creating benchmarks in those specific spaces. Gone are the days we need to scale general-purpose banal data and in are the days when models have graduated, gone to 4 year universities, and are now selecting specializations and majors. Your university teachers will need to focus all their time on developing depth in their domains, and elementary school teachers cannot profess to know enough “math, literature, science, and history” to adequately present on the cusp out of the distribution problems to hillclimb models.
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Wakeup call for manual traders: Your trading will not scale with the AI curve. Agents now scan dozens of tokens, run TA across timeframes, validate setups, and execute 24/7. I haven't stared at a 3am chart in months. AI should be your first line of defense. You look at a setup only AFTER an agent analyzed it. Every trade ships with a full execution log before your eyes touch it. Worried about cost? Not every step needs the smartest model. If you use Cod3x, the harness is already optimized. Auto model selection routes each step to the right model and cuts credit spend ~30-40%. Higher ROI than you'd assume. Traders shouldn't manually watch charts. Rethink what you do with your screen time that shouldn't just be an agent.
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Jun 10
It'll be insanely expensive compared to our typical setup, but if you want to see Fable build automate a production trading strategy, you can do it on Cod3x.
Your agents just went demigod-tier. Fable 5 is live on Cod3x.
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Your agents just went demigod-tier. Fable 5 is live on Cod3x.
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use. Its capabilities exceed those of any model we’ve ever made generally available.
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AI trading is taking over trading faster than people think. 6 projects on my watchlist: → @pear_protocol: pair trading terminal with Agent Pear → @Cod3xOrg: delegate your trading strategy to your AI agent as you like. → @HyprEarn: execution layer that turns trade signals into one-click positions, with non-custodial automated vaults running 24/7 → @Senpi_ai: agentic trading SDK with deep HIP-3 specialization (equities, commodities, pre-IPO perps) → @MinaraAI: AI generates full trading strategies (direction, entry, TP/SL) or create your own in their strategy studio → @trycoinpilot: AI-powered copy trading that helps you discover and mirror the top 0.01% of Hyperliquid traders less time analyzing, more time executing.
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hahah, i'll just plug Mythos into Cod3x...
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Cod3x = Claude 5.0
Claude 5.0 built a Chinese girl a trading bot. skip to 0:08 look at her journal, bot easily earns your monthly salary in a couple of days. how it works: the bot runs mean reversion on s&p 500 and nasdaq on 15-min candles, catching the small overextensions indices make every few hours. on bitcoin it switches to momentum breakouts on the 1-hour crypto trends harder than indices, so you ride the move instead of fading it. gold and oil get a slower trend-following layer on the 4-hour, because commodities move in cleaner waves and you don't want noise from intraday whipsaws. position sizing is ATR-based per instrument, so a quiet day on gold gets a bigger size than a volatile day on bitcoin - risk stays constant even when volatility doesn't. every trade has a hard 1% stop, no exceptions, no "let me give it room." and there's a correlation filter on top: if s&p and nasdaq are already long, it won't pile into another risk-on asset and double the real exposure. claude code writes and updates the logic. the bot just executes. then claude cowork sends her two messages a day: - 7am: what's happening in the market - 9pm: how did the bot do that's the whole job. two messages. five instruments. zero screen time. manually she could only watch one chart at a time. this thing watches five. doesn't sleep. doesn't tilt. doesn't revenge trade at 2am. what used to need a team of quants and a $200k bloomberg terminal now runs on a laptop and claude. And your friend is still trading manually and is constantly in the red. save this and read the article in the comments below to write your own bot using Claude
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