see what's happening and get exposure @tryaspenai prev cofounder @LucidlyFi ex-@CoinSwitch
Joined October 2014
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samd | tryaspen.ai retweeted
Very glad that all the equity long-short/fundamental/quantamental PMs used their unique human talent to spot the infrequent massive opportunity that this unwinding presented!
will be at the @EFDevcon main venue today till the evening, happy to meet folks.
i run @tryaspenai which is a news trading app, we let you subscribe to latest news commentary from your timeline and find the best instrument for you to take exposure automatically.
3 weeks since @tryaspenai feed relaunch and we have good inbounds from word of mouth
hoping to increase this 10x in the next couple of months + more from socials
landed im mumbai for devcon, will be in and around the main venue
happy to meet folks if you're into agents and trading
doing this on monday, will talk about why we're building @tryaspenai and how to navigate trading the timeline
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the usecase for agents / trading is compelling but i don't think the market has come to an understanding of what the end product will look like
what will agents trade? why will these agents trade?
who's going to benefit? will agents help you make more money? will agents help you lose less money?
here are my takes until i have more datapoints
- trading/finance harnesses are cool technically speaking and they're more valuable to enterprise customers rather than retail traders (talking in dollar value terms)
- asking ai what to trade is both smart and stupid depending on who's asking
- agents in the loop for trading will accelerate one important behaviour that is retail investors wanting to experiment with ideas which they couldn't without technical knowledge. this is the same replit for trading idea. without deep context and an extremely focused distribution channel, this is a failed idea. some category of traders has to adopt this before the rest follow.
- people don't know what to trade, asking ai doesn't solve the problem. there has to be personalization at the context layer
- it boils down to helping the end user receive the right information and make informed decisions when it comes to trading/investing, they'll pay for tooling
- this isn't a bubble
At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.
Here's our latest crypto request for startups. Our next application deadline is Monday.
the thing with trading the news, especially with the recent nbis, skhynix, smsn, anth hype and fomc (in an hr) is that you'd really struggle to get an idea of what the consensus is and if you agree/disagree with it
things are all over the place, try doing it
we kept these things in mind when designing @tryaspenai and it's showing results
got a lot of feedback on product this week
- the feed needs to be more consumable (catch what trending faster)
- better filtering on the feed
- more clarity on portfolio and holdings (why you're holding the positions you're holding)
- summary of trades
shipping fixes to all of these asap
it's going to work out fine this time for @leopoldasch
And here we go, Round 3
From Nomura: we’ve seen resumption of “Notable Call Buying” in some of the usual suspect “Core AI” names over the course of the past week which should be monitored
CRWV: $69M premium, delta of 3M shares or $170M
- buyer of 21k Apr 80 Calls for $7.15 (10/22)
- buyer of 25k Mar 85 Calls for $8.07 (10/21)
- buyer of 20k Apr 90 Calls for $8.07 (10/15)
- buyer of 20k Mar 80 Calls for $8.85 (10/14)
NBIS: $25.7M premium, delta of 500k shares or $80M
- buyer of 7.5k Mar 230 Calls for $16.07 (10/22)
- buyer of 7.5k Apr 260 Calls for $18.15 (10/21)
DRAM: $20M premium, delta of 1.9M shares or $85M
- buyer of 27k Apr 60 Calls for $3.40 (10/22)
- buyer of 30k Mar 60 Calls for $3.65 (10/21)