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Independent builders are using @Thesis_io to launch the next wave of AI Agents.
Are you in? ⚡️
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Thesis.io
2.7K posts
Thesis.io
@thesis_io
The 1st AI-Native Research Engine for DeFi. Built to hunt alpha → Real-time. Early. Actionable. | By @Oraichain Labs | https://t.co/b0azb3WAvT - https://t.co/Igbp4pF3a6
เข้าร่วม Mart 2025
96 กำลังติดตาม8.4K ผู้ติดตาม
Highly recommend to tune into NMC shows, they are full of alpha and vibes as they totally understand the market.
Also, give @pukerrainbrow a follow, who doesn't love a real-live doodle puking? 🤮🌈😏
Pukerainbow 🤮🌈@pukerrainbrow
New Money Club (NMC) EP17 live now: Special guest: @aceatath from @intodotspace - Andrew Tate officially a CT creator now? - Gen Z just created their own "Karen": "Jessica" - Pokémon x LEGO 30th Anniversary Set Just Leaked - Xeet is ‘Making a list’ - Polymarket on the Golden Globes - And many more! Powered by @bcgame Old Money, Step Aside.👇🏻 x.com/i/broadcasts/1…
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Thesis.io รีทวีตแล้ว
🔥 Oraichain Community Call Alert 🔥
🎙 We’re going live tomorrow on Oraichain’s X Space.
Let’s talk AI, quant trading, what's next for Oraichain.
⏰ 13:00 UTC | 📍 @oraichain
Feel free to bring your questions, ideas, and hot takes 😉
👥 Co-hosts: @tucq88, @regular__Joseph, @DucPham0212
🔔 Set your reminder & see you there!
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Thesis.io รีทวีตแล้ว
🪙 Oraichain Quant Vault Introducing
Built for long-term quant accumulation.
How it works 🛠️
▶️ Deposit → receive Vault shares
▶️ Fund is traded systematically via quant.orai.io
▶️ PnL is distributed based on actual vault performance
We believe quant edge compounds over time.
This Vault runs on a long trading cycle, targeting a more stable APR.
Secure, private, and fully system-driven.
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@DeFiTracer Bullish ahead! So you have an answer for the Solana January price target, huh? x.com/thesis_io/stat…
Thesis.io@thesis_io
SOL holders, buckle up! Solana January price target: what’s your call? 👀 📊 Here’s what Thesis.io is seeing: • Prediction markets show a 29.6:1 bullish volume skew, with $168.33 at 54% odds, signaling strong consensus for $SOL upside. • Whales are net long (~$2.45M vs $1.63M shorts), using tactical shorts to accumulate ahead of a larger move. • Neutral funding across major exchanges suggests no crowded trade and room for continuation. • The macro backdrop points to early-January risk-off conditions flipping into a mid-to-late January risk-on rebound as “Fed patience” gets priced in. • Technical structure favors $125–130 consolidation, followed by a breakout toward $165–170, in line with market odds.
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@Vivek4real_ That’s what we expected! What’s your call on Solana’s January price target? 👀 x.com/thesis_io/stat…
Thesis.io@thesis_io
SOL holders, buckle up! Solana January price target: what’s your call? 👀 📊 Here’s what Thesis.io is seeing: • Prediction markets show a 29.6:1 bullish volume skew, with $168.33 at 54% odds, signaling strong consensus for $SOL upside. • Whales are net long (~$2.45M vs $1.63M shorts), using tactical shorts to accumulate ahead of a larger move. • Neutral funding across major exchanges suggests no crowded trade and room for continuation. • The macro backdrop points to early-January risk-off conditions flipping into a mid-to-late January risk-on rebound as “Fed patience” gets priced in. • Technical structure favors $125–130 consolidation, followed by a breakout toward $165–170, in line with market odds.
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@AshCrypto Still bullish on the potential. Both technical analysis and whale positioning point to a mid-month pivot for crypto. x.com/thesis_io/stat…
Thesis.io@thesis_io
SOL holders, buckle up! Solana January price target: what’s your call? 👀 📊 Here’s what Thesis.io is seeing: • Prediction markets show a 29.6:1 bullish volume skew, with $168.33 at 54% odds, signaling strong consensus for $SOL upside. • Whales are net long (~$2.45M vs $1.63M shorts), using tactical shorts to accumulate ahead of a larger move. • Neutral funding across major exchanges suggests no crowded trade and room for continuation. • The macro backdrop points to early-January risk-off conditions flipping into a mid-to-late January risk-on rebound as “Fed patience” gets priced in. • Technical structure favors $125–130 consolidation, followed by a breakout toward $165–170, in line with market odds.
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$BTC has an active CME gap around the $88,200 level.
95% of the CME gaps get filled within a week, so don't panic if a correction happens.
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Drop your guess below, let’s see who nails it🎯
app.thesis.io/share/f3e1a74e…
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SOL holders, buckle up!
Solana January price target: what’s your call? 👀
📊 Here’s what Thesis.io is seeing:
• Prediction markets show a 29.6:1 bullish volume skew, with $168.33 at 54% odds, signaling strong consensus for $SOL upside.
• Whales are net long (~$2.45M vs $1.63M shorts), using tactical shorts to accumulate ahead of a larger move.
• Neutral funding across major exchanges suggests no crowded trade and room for continuation.
• The macro backdrop points to early-January risk-off conditions flipping into a mid-to-late January risk-on rebound as “Fed patience” gets priced in.
• Technical structure favors $125–130 consolidation, followed by a breakout toward $165–170, in line with market odds.
English
Thesis.io รีทวีตแล้ว
Who ran Oraichain Quant Terminal on Lighter lately and checked their wallet yet? 👀💸
2025 Lighter Points → $LIT airdrop.
Some of you literally turned on a Quant agent, walked away, and now those “Points” are sitting in your wallet as loot. 😋
If you were active, go check your Lighter wallet. ⚙️😈
Missed this one? Don’t miss the next window.
Run the Quant.
Lighter@Lighter_xyz
New listing: $LIT is live!
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@Polymarket AI will keep getting better at processing signals, but humans still anchor predictions with context, risk tolerance, and gut checks.
And that’s probably a good balance.
x.com/thesis_io/stat…
Thesis.io@thesis_io
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JUST IN: It has been revealed that the phone number for the Minnesota “Quality Learing Center” is not in service.
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@FabianoSolana People often forget AI has its own blind spots: trained data, narratives, bias, errors.
Humans are messy, but that mess creates opportunity.
x.com/thesis_io/stat…
Thesis.io@thesis_io
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I understand prediction markets are a very profitable business
But let's not change the fact that it's just a nicer word for gambling
> Prediction Markets: 85% lose money
> Sports Betting: 95% lose money
> Pump Fun: 60% lose money
> Casino: 97% lose money
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Thesis.io รีทวีตแล้ว
Manual trading is the slowest part of your strategy.
Not another bot, but a control panel to build your own trading agents & trade across DEXs from one terminal.
Build agents, manage positions, and control TP/SL - all in Oraichain Quant Terminal.
You set the rules and risk.
The agent executes using quant models - to find entries, select orders, and run 24/7.
Miss fewer moves. Think less. Execute better.
👉 quant.orai.io
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@qwerty_ytrevvq @PolymarketTrade Sharp prompts + Human logic + Prediction markets = Undefeatable stack.
Quite a legal cheat code for the markets. The elite are out here operating in a whole different dimension 👇
x.com/thesis_io/stat…
Thesis.io@thesis_io
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polymarket trader turns $1k into $2m
rn1 - microstructure arbitrage
story of an anonymous polymarket trader
p&l: $2m (from $1k start)
volume over $92m
pure market microstructure math
executed 5,000+ high-frequency trades, relies on finding mathematical inefficiencies in pricing
smooth structure and sequence of trades
i’d really love to just chat with him about his life pace, who he is, what he did before i bet he built amazing software, meaning perfect coding skills and more
i consider him the smartest trader. not luck, all calculation
starting july 2025 and reaching that success by year-end? absolute madness
check his profile: @RN1?via=qwerty" target="_blank" rel="nofollow noopener">polymarket.com/@RN1?via=qwerty
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@ZssBecker AI is seriously inefficient if you slack off on the prompting process. Here's how to avoid the rabbit hole:
x.com/thesis_io/stat…
Thesis.io@thesis_io
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AI despite all the hype, is still being slept on. Under estimated.
2026 is the year where reality breaks, productivity 20xs and your only hope is going massive risk on.
Biggest bull in risk assets in history.
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@Vivek4real_ Nation-state adoption of BTC? Amazing. It makes the long-run bet on the king of assets, Bitcoin vs. Gold vs. S&P 500 in 2026 much clearer 🚀 x.com/thesis_io/stat…
Thesis.io@thesis_io
🟢🔴 Long-run bet on the king of assets: Bitcoin vs. Gold vs. S&P 500 in 2026 Thesis.io just aggregated the evidence and found the highest-conviction bet on the board 👇 🥇 The market predicts that Bitcoin prices will outperform by 42% in 2026, but structural signals point to much higher levels. Spot Bitcoin ETFs have turned BTC into a permanent allocation channel, and 2026 will be the first full year in which flows normalize and compound without novelty noise. Add post-halving supply constraints and a still-small ~$2.5T market cap versus $110T+ in global equities, and the upside asymmetry remains intact. → Our model points to a 70% probability, implying a +28% alpha gap. 🥈 Gold remains the consensus hedge, with market pricing around 30%, broadly aligned with its structural outlook. Central-bank demand and rate cuts provide support, but upside is capped at roughly 15–20% even in easing cycles. → It preserves capital, but rarely re-rates portfolios. 🥉 The S&P 500 appears weakest into 2026, with market odds near 25–28% against much lower structural expectations. A Shiller CAPE near 39, heavy mega-cap concentration, and slowing earnings growth leave equities vulnerable as rate cuts signal economic cooling.
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🟢🔴 Long-run bet on the king of assets: Bitcoin vs. Gold vs. S&P 500 in 2026
Thesis.io just aggregated the evidence and found the highest-conviction bet on the board 👇
🥇 The market predicts that Bitcoin prices will outperform by 42% in 2026, but structural signals point to much higher levels.
Spot Bitcoin ETFs have turned BTC into a permanent allocation channel, and 2026 will be the first full year in which flows normalize and compound without novelty noise.
Add post-halving supply constraints and a still-small ~$2.5T market cap versus $110T+ in global equities, and the upside asymmetry remains intact.
→ Our model points to a 70% probability, implying a +28% alpha gap.
🥈 Gold remains the consensus hedge, with market pricing around 30%, broadly aligned with its structural outlook. Central-bank demand and rate cuts provide support, but upside is capped at roughly 15–20% even in easing cycles.
→ It preserves capital, but rarely re-rates portfolios.
🥉 The S&P 500 appears weakest into 2026, with market odds near 25–28% against much lower structural expectations. A Shiller CAPE near 39, heavy mega-cap concentration, and slowing earnings growth leave equities vulnerable as rate cuts signal economic cooling.
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