Lunch Lady Capital

[Lunch Lady Capital @lunchladycap]

Introducing Lunch Lady Capital.

An AI-powered investment research DAO built on Solana by investment professionals.
Three AI agents trained exclusively on research provided by members.
Community-governed trade recommendations.

1/n 🧵

[Lunch Lady Capital @lunchladycap]

@jessewldn @variantfund We have the agents trained on 21 "Macro" papers so far, ranging from Milton Friedman to Everything is Market, and looking to add many more. Have your team test it out, they'll get DAO tokens just for signing up!

[Lunch Lady Capital @lunchladycap]

When teaching our agents about crypto first principles we looked no further than the @jessewldn @variantfund piece from February, “Everything is Market.”
The “Markets as APIs” section nails it. Very well written.

https://t.co/RDp9Z3jkMT

[Lunch Lady Capital @lunchladycap]

@jessewldn @variantfund In short: "The concept of financial markets as programmable endpoints suggests the importance of real-time information flows and the ability to integrate market data into intelligent systems. Investments in infrastructure that enable this programmability could be attractive."

[Lunch Lady Capital @lunchladycap]

Also want to highlight the great write-up on the $PUMP token unlock schedule from Chawapat Peechapat at @Tokenomist_ai

Study token caps and zero emissions, study @a1lon9

https://t.co/BMxty9APV2

[Lunch Lady Capital @lunchladycap]

$PUMP up 80% in a month with hardly any attention, so we're highlighting this deep dive written by @ponyo_fp from earlier in the year.

Trained our @NousResearch Hermes agent to learn from it: https://t.co/tB9VySwB3L

[Lunch Lady Capital @lunchladycap]

$PUMP up 80% in a month with hardly any attention, so we're highlighting this deep dive written by @ponyo_fp from earlier in the year.

Trained our @NousResearch Hermes agent to learn from it: https://t.co/tB9VySwB3L

[Lunch Lady Capital @lunchladycap]

Given the heightened investor awareness of the situation lately, what better time to highlight the most fundamental rule for capital allocators: survive.

Who better to teach that to our @NousResearch agents than @DegenSpartan @egirl_capital

Link:
https://t.co/Jv4KWq47sI

[Lunch Lady Capital @lunchladycap]

The @multicoin @tushar_jain @SpencerApplebau @shayonsengupta 2026 Investment Thesis covers 8 key topics for the crypto innovation cycle.

That’s why we trained our @NousResearch Hermes agent to learn those implications for long-term investors. Great read.

[Lunch Lady Capital @lunchladycap]

Last year’s piece on L1 tokens by @mlphresearch @placeholdervc @cburniske was a strong thesis and seemed contrarian at the time.

LLC's macro @NousResearch AI agent was trained on that questionable value accrual from investing in L1s. Worth a read before the next crypto cycle.

[Lunch Lady Capital @lunchladycap]

The Uncommon Core episode Art of Trading with @lightcrypto @zhusu and @hasufl is in the Lunch Lady Capital research library teaching our @NousResearch Hermes agent.

Join the DAO, vote for the episode, and contribute to making a smarter agent. That’s decentralized intelligence.

[Lunch Lady Capital @lunchladycap]

This week’s DAO trade recommendations are posted!
Only token holders can see the trades
Voting ends in 24 hours

[Lunch Lady Capital @lunchladycap]

None of this would exist without:
@Replit @amasad for coding
@NousResearch @dillonrolnick @Teknium for Hermes
@realmsdaos for infrastructure
@weremeow @JupiterExchange for exchange data
And for everyone that was an inspiration along the way, now the real work begins

[Lunch Lady Capital @lunchladycap]

Introducing Lunch Lady Capital.

An AI-powered investment research DAO built on Solana by investment professionals.
Three AI agents trained exclusively on research provided by members.
Community-governed trade recommendations.

1/n 🧵

[Lunch Lady Capital @lunchladycap]

We registered Lunch Lady Capital as a Marshall Islands DAO.
Real legal structure. Real investment decisions. Real long-term ownership.