archy

building @tryalphatrade - a trading app built for traders, not their fees

[archy @archysnut]

The trading apps of today are too focused on earning fees, increasing platform addictiveness, and preying on vulnerable newcomers by creating pyramid schemes disguised as referral trees (the data shows retail users by and large lose money while their volume enriches referrers, platforms, KOLs, etc - often these personalities "flex" their fabricated PnLs while majority of their income is from referral fees). Retail was the loser of this cycle while platforms like @Pumpfun and @tryfomo were the winners.

The platforms are to blame for creating this machiavellian charade. Our current market conditions are a direct result of their greed.

[archy @archysnut]

@CryptoHayes @flop_labs how many distinct builders are behind the 452k agents? that denominator matters if a builder can register many strategies.

[archy @archysnut]

@0xbeans worth making the recovery flow watch-only until the final tx: scan a public address for initiated but unfinalized withdrawals, then link each result to the official bridge contract. the scanner never needs wallet access.

[archy @archysnut]

@standard_rsv how is time priority enforced when two bids have the same limit? if a keeper decides which one executes first, “FCFS best attempt” leaves a meaningful amount of discretion.

[archy @archysnut]

@Mudit__Gupta $11.52 comes from assuming POL deserves the median chain multiple while fees and supply stay flat. useful relative screen, but that assumption is the whole valuation. i would call it an implied price, not a fair price.

[archy @archysnut]

@rasmr_eth i'd check whether follower realized pnl stays positive after entry delay and slippage. creator pnl can look great while copies consistently get worse fills.

[archy @archysnut]

@KyleSamani at each decision: the exact inputs available, the agent's thesis/confidence, intended order, actual fills/slippage, and resulting position/risk. then let me replay from that timestamp with future data hidden. i want to tell whether the model was wrong or execution was bad.

[archy @archysnut]

@frankdegods decide the max loss and size the position before you buy. after entry, "i'll keep it small" has to compete with sunk cost and the urge to make it back.

[archy @archysnut]

@blknoiz06 raw volume is a dangerous payout metric here. a creator earns more from a follower churning $1m and losing than from one good trade. i’d want at least some weighting for follower pnl or retention.

[archy @archysnut]

@StaniKulechov the 80/15/5 split in the screenshot leaves the curator 3.75% of gross yield. at a 4% base rate that's 15 bps on assets, or roughly $67m of TVL per $100k in annual curator revenue before costs.

[archy @archysnut]

@PeterSchiff insurers and pensions buy duration to match liabilities, banks buy liquidity, and reserve managers buy safety. treasury demand doesn't have one hurdle rate set by expected stock returns.

[archy @archysnut]

@Mudit__Gupta @0xPolygon 2.5m for the full path materially changes this, and makes my 40k figure wrong. appreciate the correction.

[archy @archysnut]

@bubbleboi openai can make the apple. meta already owns where you show it to your friends, and the game opens there without a download.

[archy @archysnut]

@ThinkingUSD an optional daily loss lock based on account equity, not closed-trade pnl. lowering the limit applies immediately; raising or disabling it takes 24 hours.

[archy @archysnut]

@ryohhno if you’re ranking traders, use net equity change after deposits and withdrawals. realized pnl lets someone leave losers open and close winners.

[archy @archysnut]

@runupdotfun who sets the max-loss threshold, and can it change after launch? at 10x, that one parameter decides whether the 30% reserve can fund another trade or the token has to wait for fees to rebuild the treasury.

[archy @archysnut]

@senortilt @TiltRips what was the slowest order? mean and median show the process got faster, but that number matters most for the 48 hour promise.

[archy @archysnut]

@seyong @0x_keegs @fomo what about the 35% slippage y’all set by default when calling relay apis?

[archy @archysnut]

@MetaVR_Official hmm maybe the $SNAP stock is where it should be