Blog
Notes on AI trading agents, execution infrastructure, and running strategies live across perpetual futures and prediction markets.
BlackRock and Visa Just Endorsed Circle. Morgan Stanley Says Sell It.
Eleven of the biggest names in finance signed on to validate Circle’s new chain the same week the stock sat 67% off its highs and Morgan Stanley cut its target to $38. One is pricing the business Circle is becoming. The other is repricing the one it still is.
August 11, 2026 · 10 min readThe $123 Billion Turning Point: SpaceX Unlocks August 6
911 million shares become sellable, 1.4x the entire float, into a stock already cut in half. Everyone sold ahead of it, 34% of the float is short, and passive funds have to buy. The flow math, the levels, and the playbook.
August 6, 2026 · 8 min readIntroducing Boole AI
Boole is the coding agent for ambitious traders. Describe a strategy in plain English and Boole backtests it, executes across venues like Hyperliquid and Polymarket, and enforces your risk controls, while your assets stay in your own custody.
June 15, 2026 · 11 min read