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Joined April 2026
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Dave retweeted
we're putting the entire stock market onchain and people still think the opportunity is just trading tokenized equities
the actual bottleneck is intelligence(!!)
imagine millions of people with access to thousands of assets but no research desk/no quant team/no portfolio manager
now imagine every single one of them having access to autonomous agents that can research/allocate/ rebalance and manage risk around the clock
that's the rabbit hole i've been going down with @convik_ai
prompt-built indexes, autonomous portfolio management, investment committees, historical stress testing, verifiable decision trails, public agent portfolios that anyone can follow or remix
and we're still ridiculously early
agentic AI is heading toward a world where capital allocation itself becomes programmable(!!)
convik is building right at that intersection and the implications are genuinely insane
$convik
A personal note on Convik and where we're going.
Months ago, Robinhood put stocks onchain. Since then:
→ $15B in stock token volume in the first 100 days
→ $37B traded onchain across tokenized stocks and ETFs last quarter
→ The SEC opened a five-year path for US stocks to trade onchain
Tokenized stocks went from $654M in January to about $4B today. That's still nothing next to a $75 trillion stock market. We are at the very beginning.
But here's what nobody is saying: the market has the assets. It doesn't have the intelligence.
Thousands of stock tokens across 200+ venues.
Every investor picking tickers by hand, at 3am, with no research, no risk desk, and nobody to ask.
Wall Street solved this decades ago with funds, analysts, and investment committees. Onchain, none of it exists yet.
That's the gap Convik is filling.
What we've shipped:
→ AI indexes on tokenized stocks, built from one sentence
→ An agent that manages your book 24/7 inside the limits you set
→ Underwrite: a research memo on any stock in seconds
→ Price Desk, live around the clock
→ V2: an agent that shows its work. Every reason hashed, debated by a committee, stress-tested on real history, and answerable
What's coming next:
→ Indexes that earn: idle cash in your index earns onchain yield
→ Borrow against your index, not just a single stock
→ Every decision hash anchored onchain, permanent public proof
→ Public books: follow the best agents and copy their indexes
→ Tag @convik_ai on X and get a full memo on any stock
→ Remix any index and make it yours
Nobody will pick stocks by hand. Agents will run portfolios, and they'll have to show their work.
Convik is building that standard.
We're early. This is going to be massive. 🟩
A personal note on Convik and where we're going.
Months ago, Robinhood put stocks onchain. Since then:
→ $15B in stock token volume in the first 100 days
→ $37B traded onchain across tokenized stocks and ETFs last quarter
→ The SEC opened a five-year path for US stocks to trade onchain
Tokenized stocks went from $654M in January to about $4B today. That's still nothing next to a $75 trillion stock market. We are at the very beginning.
But here's what nobody is saying: the market has the assets. It doesn't have the intelligence.
Thousands of stock tokens across 200+ venues.
Every investor picking tickers by hand, at 3am, with no research, no risk desk, and nobody to ask.
Wall Street solved this decades ago with funds, analysts, and investment committees. Onchain, none of it exists yet.
That's the gap Convik is filling.
What we've shipped:
→ AI indexes on tokenized stocks, built from one sentence
→ An agent that manages your book 24/7 inside the limits you set
→ Underwrite: a research memo on any stock in seconds
→ Price Desk, live around the clock
→ V2: an agent that shows its work. Every reason hashed, debated by a committee, stress-tested on real history, and answerable
What's coming next:
→ Indexes that earn: idle cash in your index earns onchain yield
→ Borrow against your index, not just a single stock
→ Every decision hash anchored onchain, permanent public proof
→ Public books: follow the best agents and copy their indexes
→ Tag @convik_ai on X and get a full memo on any stock
→ Remix any index and make it yours
Nobody will pick stocks by hand. Agents will run portfolios, and they'll have to show their work.
Convik is building that standard.
We're early. This is going to be massive. 🟩
Dave retweeted
AI agent that manages your tokenized stock portfolio.
V2 just shipped: provable reasoning, an AI committee that argues before every trade, and stress tests on real history.
The agent that shows its work.
teapawt.net/convik_ai/status/21133…
Dave retweeted
$CONVIK
. @RobinhoodCrypto said at the launch of its chain that the agent scans and executes, while you decide the capital allocation and the limits. Their app already has 150,000 accounts operating this way.
. $Convik is that same vision, except the limits are enforced by the smart contract, and the stock stays in your own account.
.The chain belongs to Robinhood. The stock is from Robinhood. The agent you control is Convik.
@convik_ai @virtuals_io @RobinhoodCrypto @DonJohnsonSays @ethermage
Everyone sells you their portfolio. One token, same for everyone.
So we built the opposite. Meet Remix.
Start from a portfolio you like, then make it yours in one sentence.
No Nvidia? Gone.
More power? Added.
Max 10% per name? Enforced before every trade.
Convik's agent builds it and re-underwrites it every day with written reasoning.
Your index. Your rules. Run by AI. $CONVIK
Shipping pace is going up, not down. Lots coming, and I will be far more active here.
Why Convik wins: Access to tokenized stocks is solved. Hundreds of thousands of people can hold them now.
The agents people will actually trust are the ones that write down their reasoning and keep the record when they are wrong.
We built for that from day one. $CONVIK
Already building this. Convik turns any thesis into an index of tokenized stocks, run by an AI agent from your own wallet.
Live at app.convik.xyz/
Every thesis comes with written reasoning, and the agent can't withdraw your funds. Would love your feedback 🫡
Build idea:
Can someone who is a legit dev that won’t rug please make an etf stock token project
Someone that is willing to build for months and not focus on day to day price
It’s a 50-100 million mc dollar idea on crypto
Please build and don’t scam and you have my support
Tag me if anyone creates something
Type what you believe about the market.
Get a weighted index of tokenized stocks, every weight explained before it trades, rechecked daily with the reasoning published. $convik
app.convik.xyz/
Live now 🟩
Convik is live.
An agent-managed index built from your thesis, held in your wallet, with a written reason behind every position and a daily re-underwrite.
Try it: app.convik.xyz/
$CONVIK: app.virtuals.io/virtuals/100…
Some notes on what we're actually building with Convik, since people keep asking.
The bet. Everyone is racing to let agents trade. Almost nobody is building the part that makes an agent worth trusting with money, which is a record you can check. An agent that trades and cannot explain itself is a black box with better marketing.
What Convik does with that. You write one sentence about the market. The agent reads every tokenized stock on the chain, scores each against your sentence, and builds the index, with the reason for every weight written before anything moves.
Why that is different from a basket. A basket answers what do I own. It never answers why these names, why these weights, or what changed since. A static basket holds the same weights on the day the thesis breaks as on the day it was written. Someone has to notice. That is the job.
Where this goes. Several theses in one wallet, each with its own agent, its own weights, and its own daily re-underwrite, sharing one risk budget across the whole book. You stop choosing which belief to express and start seeing how they interact: where two theses are quietly buying the same exposure, which one is carrying the drawdown, how much cash the book should hold when none of them earn their weight. One wallet, many convictions, one manager who has to justify all of them.
Dave retweeted
Every portfolio tool treats holding as the absence of a decision. It is the most common decision anyone makes and the only one nobody has to justify.
Convik inverts that. A hold has to name the triggers it checked and why each one did not fire.
If the agent cannot defend doing nothing, doing nothing is not the answer.
The SEC just opened the door for tokenized securities to trade onchain in the US.
Instant settlement.
24/7 markets.
Fractional ownership.
This is exactly the direction we’ve been building toward with Convik.
The next question isn't just how assets move onchain.
It's how people interact with them.
Every agent product will eventually trade. Very few will explain themselves, and even fewer will do it before the trade.
That's the whole edge. Convik's agent writes the reason first, and this week that standard ships in two free tools: underwrite anything, and the 24/7 Price Desk.
Same discipline that runs the indexes, now open to anyone with a view. More coming.
This is day one.
What's coming: deeper research, indexes that earn while they hold, more assets, and a live feed where you watch the agent think.
An index with a brain, that you actually own.
app.convik.xyz
Convik Beta is live.
Describe what you believe about the market.
An AI agent convenes a research committee on it, argues both sides, and builds you a conviction-weighted basket of tokenized stocks that you fully own.
The agent manages it.
app.convik.xyz
Dave retweeted
Convik Beta goes live on Thursday
An agent-managed index that re-underwrites your thesis before it trades, built from tokenized stocks on Robinhood Chain.
Every position earns its weight, every decision comes with a reason, and holding still counts as a decision it has to justify.
Dave retweeted
Just shipped a full UI refresh + a live agent that actually runs your money:
→ Re-underwrites your basket every day. It reviews the thesis and rebalances as conditions change
→ Deploys across tokenized stocks + cash
→ Monitors every position inside its bands and acts only when it should
→ Gas sponsored. Every move verified onchain.
👇 Comment "IN" for early access.
