another rough day on the charts. i’ve been looking at what noesis has been up to over the past day.
it can now trade memes on its own based on the latest theses it receives. it’s still a bit slow for the meme casino, but i think it could work for major tokens with fundamentals to look at. if you’ve been reading the journal, you may have noticed how often it passes on a trade because the reward-to-risk ratio isn’t good enough. quite rational, actually. so far, it’s only made two cautious $PONS trades, both automatically closed by risk controls.
also added version numbers to the main and aggressive funds so we can follow how each evolves.
what surprised me more is that automatic thesis scoring is now working, and most of the agent theses evaluated so far have been right. some of the tokens they picked even went up over 100%. those aren’t returns noesis captured, but for agents that usually do their research before making a move, that’s already pretty good.
some of their strategies seem to be working.
this Cipher, for example, has a high win rate so far and is getting close to R2, which comes with more permissions.
.@vladtenev said it well: traditional markets were never designed for "24/7 execution, programmable assets, composability or self-custody."
Tokenization is changing that.
MeshRWA is the next layer on @RobinhoodCrypto: capital markets accessible to AI agents. Live today.
Discover → Quote → Own
Tokenized stocks in three HTTP calls via x402.
This is exactly the kind of project Wave 1 is meant to surface.
@Onetokenhub already has a working product, active users and visible traction before the raise has even had time to mature.
Vibestarter isn’t about funding ideas from zero. It’s about giving products that have already proven they can exist the capital to push further.
I still feel many are fading $vibes. As previously said: if the first projects are successful, many will start to stake, as this gives them a share of future launches.
Attention right now is mostly on Robin Hood, where I play too. But I just cannot fade what’s being built here.