Tad3j

#ai #blockchain #crypto #web3

[Tad3j @_Tad3j_]

write-ups start on LinkedIn today. longform every sunday on Substack. not investment advice. let's go.

[Tad3j @_Tad3j_]

three months of silence. rebuilt an agentic trading OS from the ground up. writing about it starting today. here's what actually broke the first version 🧵

[Tad3j @_Tad3j_]

v1.0 runs every morning before the open — regime scan, macro digest, decision journal. FOMC wednesday. VIX in backwardation. the system is live and reading the tape. watching it reason in real-time is the whole point.

[Tad3j @_Tad3j_]

five gaps, five fixes. TimescaleDB bus instead of files. 5 custom tools (no paywalls, batch-capable). regime-first data layer. decision journal tied to prompt versions. 27-source intelligence feed with local LLM triage.

[Tad3j @_Tad3j_]

the system made decisions all day and tracked none of them. no journaling, no scoring, no counterfactual tracking. we had no idea if it was improving or degrading.

[Tad3j @_Tad3j_]

market data scattered across 6 sources. every morning the researcher assembled a picture from scratch. no regime memory, no consistency. smart-sounding analysis built on improvised inputs.

[Tad3j @_Tad3j_]

200+ public MCP tools. every tool call was a lottery. wrong schema, paywall, deprecated endpoint. agents burned reasoning budget figuring out which tool existed, not on thinking.

[Tad3j @_Tad3j_]

12 agents writing state to shared JSON files. works fine in demos. in production: concurrency corruption. decisions made on 6-hour-old stale context. the system didn't fail loudly — it just got gradually dumber.

[Tad3j @_Tad3j_]

He’s even managing me now.

He’s generating a Dev Backlog of new MCP tools he needs to maintain an "Unfair Advantage" against the crowd.

We aren't updating software. We are evolving digital employees.

#AgenticAI #Claude #Cowork #ClaudeCowork #HedgeFund #AegisAlpha 5/5

[Tad3j @_Tad3j_]

The future of software is... no software. Just Intent. 🧵

I just "seeded" a set of prompts into #ClaudeCowork and it birthed Aegis-Alpha v4.0—a self-installing agentic organism.

Zero manual coding. 1/5

[Tad3j @_Tad3j_]

The Architect Agent stays awake while the traders sleep.

He audits the day's PnL, "squeezes the teeth" during drawdowns, and literally rewrites their prompts (their souls) to adapt to the market by morning. 4/5

[Raoul Pal @RaoulGMI]

The end of public vs private markets is beginning. Capital formation too is more efficient in crypto markets. Lending markets too. This is democratization of finance and it's only going to accelerate from here...

[Tad3j @_Tad3j_]

@Xiaomi , seriously?🤭

[WOLF @WOLF_Financial]

Stocks are at all-time highs again.

This means investors will be making the same bull market mistakes as always.

Here are the 6 profit-crushing mistakes to avoid at all-time highs:

[Z-Coder @codedailyML]

Is it illegal? Yes.

Is it available? Yes.

Here are 10 banned gadgets you won't believe are on Amazon:

[Tad3j @_Tad3j_]

Just claimed my new clothing trait with rarity level RARE for the upcoming ALTS adidas avatar. Claim yours now at https://t.co/cKql82lJ9M #altsbyadidas

[Tad3j @_Tad3j_]

Curated selection of outstanding hotels #michelinhotel

[Michelin 3xplorer Club @Michelin3XPLR]

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(1/5) 🧵