thenomad

around the world

[StableJack @StableJack_xyz]

AI Insights for Stocks are coming to @StableJack_xyz.

Soon, you’ll be able to track your favorite US and international stocks with structured AI insights built for real market decisions.

🟦 Trade setups
🟧 Thesis and exit plans
🟥 Bull and bear cases
🟩 Trader positioning
🟫Market context

Instead of spending hours connecting the dots, @StableJack_xyz helps you understand what matters, what could happen next, and how to think about the trade.

Coming soon.

[Gilmo @0xgilllee]

Alphas of the week: Undervalued projects to discover

I often use @getmoni_io and @_dexuai to find early projects. Their social data, on-chain signals, and rankings make it easier to spot names that exist for a while but still stay under the radar.

Here are a few projects I recently came across and think are worth checking out:

1. @realfi_co

+ Connects on-chain capital with real-world yield. $USDr is backed by reserves and RWAs like treasuries and credit. You can stake to earn yield, and the waitlist is open.
+ RWA is getting a lot of attention right now, and this one already has a clear yield model.

2. @ground_onchain

+ Builds on-chain finance infra for fintech. One API can turn stablecoins or cash into yield accounts, with wallet and accounting built in.
+ Getting the vibe of a clean bridge between DeFi and real users. Simple product, easy to see the use case.

3. @WithAutonomi

+ A decentralized network for storage, private AI, and personal agents running on home devices. Focuses on reducing reliance on big data centers.
+ The mix of DePIN and AI fits current trends, and the home setup makes it stand out.

4. @browserbase

+ Helps AI agents use the internet like a real user, from logging in to completing tasks.
+ This piece is important for agent workflows. Still early and not many people are talking about it yet.

5. @ArcheAI_

+ A data verification layer for AI on Base, it checks data quality before models use it.
+ Good fit for the current AI wave, data quality matters more as models scale.

6. @skewfinance
+ A Solana project using prediction markets for governance decisions. $SKEW is live with early access perks.
+ Interesting idea for on-chain decision making.

7. @withfabricxyz

+ A DEX aggregator focused on fast and accurate execution, already live on some platforms.
+ Execution quality matters a lot for traders, solid infra angle here.

8. @Hertzflow_xyz

+ Builds a leverage and perps engine with a “perp everything” idea. Testnet is live, also working on on-chain analysis tools.
+ Trading infra plus analytics gives it a nice edge.

9. @StableJack_xyz

+ An AI platform that scans markets 24/7 and suggests trade ideas across crypto and other assets.
+ Useful for traders who want faster insights. Saves time on research and still flying under the radar.

[Caesar.hl @CaesarJulius0]

Exchanges are starting to position themselves as the main venues where AI agents can trade, execute, and transact.

@coinbase, @RobinhoodApp, and @Bybit_Official have already taken steps toward enabling agentic trading inside their platforms.

So, what does this mean for @StableJack_xyz?

Our position is clear: we are building the intelligence layer every investor needs.

You may execute trades on different frontends, exchanges, or brokerages. But before execution, you still need better research, stronger analysis, clearer risk management, and timely market insights.

That is where @StableJack_xyz creates value.

We help investors understand the market, identify opportunities, evaluate risks, and make better decisions with AI.

As we continue to expand the capabilities of our AI model, we are also working on MCP and plugin support so investors can access @StableJack_xyz wherever they trade.

The future will not be about one trading venue.

It will be about having the right intelligence layer across every venue.

[StableJack @StableJack_xyz]

Trading on @HyperliquidX is fast. Keeping up with every opportunity is harder.

New asset listings, geopolitical headlines, market narratives, and fundamental signals are constantly moving.

@StableJack_xyz helps you track all of it with an AI trading copilot built to surface insights, analyze opportunities, and support better trading decisions.

Your AI-copilot is live on @HyperliquidX.

[Caesar.hl @CaesarJulius0]

Another successful trade I entered thanks to @StableJack_xyz’s AI Insights.

AI will not replace you as an investor in the short term, but it definitely makes you stronger.

For the last three years, I was not able to trade consistently because I was focused on building. Since launching @StableJack_xyz, both the number of trades I take and my overall profitability have increased significantly.

The reason is simple: AI researches the market, tracks opportunities 24/7, and brings actionable setups directly to me.

The final decision is still mine, but the AI does the heavy work for me.

[Juergen @juergen_lankat]

👇

[StableJack @StableJack_xyz]

You can now analyze any stock’s financial health with @StableJack_xyz.

Instead of manually reviewing balance sheets, cash flows, profitability, leverage, and risk signals, Financial Health gives you a structured view of a company’s fundamentals in seconds.

Here is a short example report for @Strategy's $MSTR.

Better research. Faster decisions. More confidence.

[thenomad @thenomadish]

@WhaleHunterReal Brazil 3 vs 2 Norway

[thenomad @thenomadish]

@StableJack_xyz @JackTradoor That is the moment crypto stops being a parallel market and becomes a structural part of the capital markets—and also the moment it starts to become 'sane,' quite literally. Fair winds!

[thenomad @thenomadish]

@StableJack_xyz @JackTradoor and it won't be without requirements, but it will create space for major players to issue in both formats under the same framework.

[Castaneda @castacrypto]

Uniswap movimenta bilhões em volume todo mês e comprar o token dela não significa nada do ponto de vista econômico, e esse descolamento entre token e protocolo está derretendo a maior parte do mercado de cripto.

A análise técnica em cripto é praticamente um espelho da que se faz em bolsa: candles, suportes e resistências se transportam sem perder muita coisa. A análise fundamentalista qualitativa também espelha, com os mesmos critérios de avaliar founders, market share endereçável e contexto competitivo.

O ponto onde a tradução quebra é a análise fundamentalista quantitativa, porque não existe relação decente entre o token que você compra e o negócio que ele supostamente representa, e isso desmonta qualquer tentativa séria de fluxo de caixa descontado.

Uniswap funciona como caso didático: maior corretora descentralizada do mundo, bilhões em volume mensal, e comprar o token dela na prática não te dá pedaço dessa receita. Uma ação, no mínimo, tem ancoragem no dividendo, porque se a empresa fica rica parte da riqueza volta para o acionista.

Existe uma categoria de tokens que está conseguindo resistir a essa erosão: os tokens de renda real, os real yield. São tokens com programação nativa que compartilha o lucro do protocolo com o detentor, em todo ou em parte, e isso é um jeito de automatizar dividendo dentro do próprio instrumento.

Quando a receita do protocolo é auditável e a parcela distribuída também, você consegue calcular valor justo: olhar quanto o token pagou historicamente por unidade, projetar para frente, estimar quanto tempo leva para o investimento se pagar com a renda gerada. Volta a virar mercado de capital, com nome e sobrenome.

Na minha leitura, isso caminha para um ponto em que tokens e ações vão se mesclar com regulação específica. Não para todo mundo, e não livre de requisitos, mas com espaço para que os grandes possam emitir nos dois formatos dentro do mesmo arcabouço.

É nesse momento que cripto deixa de ser um mercado paralelo e vira parte estrutural do mercado de capitais, e é também o momento em que ele fica mais são, no sentido literal da palavra.

Bons ventos 🍃

[pompey @pompeythe_great]

Spent the last 3 days in Istanbul at @circle events.

@jerallaire laid out the thesis clearly: an agentic future needs infrastructure that owns the payment rails.

That’s exactly the world @StableJack_xyz is building for. Agentic trading needs agentic-native infrastructure underneath it.

Thanks @ezgiyaltay for the invite!

[Caesar.hl @CaesarJulius0]

YOU HAVE TO USE @StableJack_xyz!

As AI becomes more powerful and starts handling more financial and investment workflows, investors who do not use it will be left behind.

The reality is simple: as an individual investor, you cannot manually track hundreds of data points, compare companies against peers, check historical valuation ranges, and build a proper valuation view in minutes.

Valuation Check is a perfect example.

This type of analysis normally takes hours. With @StableJack_xyz, you can get a structured valuation read in around a minute.

So the question is no longer “should investors use AI?”

The question is: what is your excuse for not having an AI investment copilot?