The pullback over the last few weeks reminded me of a mistake I made last cycle: getting attached to my positions instead of questioning them.
Once I'm in a trade, it's easy to defend my entry, ignore contradictory signals and move the goalposts.
So I use TrueNorth differently now.
Instead of asking whether my setup looks bullish, I ask it to build the strongest case against my position. I want to know what could invalidate my thesis before the market forces me to find out.
The goal here is to stop conviction from turning into denial.
The best trading agent might not be the one that finds my next trade, but the one that tells me when I'm wrong.
Also, the $50K TrueNorth × Lighter competition has just one week left.
Participate by using code BEETLE and get yourself 10% off your subscription.
https://t.co/xpmtAEgHEm
GOONorth.
Funding Arb was never really a Retail Strategy, not because the math was hard.
Long where funding is cheap. Short where it's expensive. Collect the difference.
The hard part was keeping the trade NEUTRAL.
As the opportunity lives across venues, the risk does too.
You need to compare funding, check liquidity on both sides, size two positions, execute them close together, watch the spread, and react when funding changes.
Do that across four venues and you've basically created a job.
The strategy isn't difficult. The coordination is.
Hedge funds built entire systems for this. Multiple screens, dedicated risk teams, expensive infrastructure just to execute what is fundamentally a simple trade.
The average trader has four browser tabs and a prayer.
Truenorth is working towards closing this gap with a monthly subscription worth less than a coffee.
You can now scan funding across Hyperliquid, Ondo and Lighter, (variational soon) identify the opportunity, open both legs and have an agent watch the position.
The strategy was already known. It was never some secret alpha.
What was secret was access to the infrastructure required to execute in consistently.
That's what agentic trading actually democratize.
Not alpha. The machinery around alpha.
Also, there’s a $50K TrueNorth × Lighter competition running across two weeks, with the leaderboard resetting each week.
If you want to get involved, use code BEETLE and get yourself 10% off when signing up.
https://t.co/xpmtAEgHEm
GOONorth.