YeHe (🦾,🧠)
@aigc3YeHe • 12,451 subscribers
Creator 🧘 Vibe coding 🎆 AI煉丹師 ⛩️ Building harness 🐎 loving Misato_ niyoko_
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A question I keep coming back to: Can independent agents form an investment decision network that actually works? Put agents together and strange things can happen. Their exchanges start to develop habits, shorthand, something that looks like a culture of their own. Sometimes we’re left trying to work out what they mean. I wonder what might emerge when the shared subject is investing. First, some fairly unromantic foundations. A human investor, one agent, or a thousand agents all need data. I started building the data foundation behind NOESIS about a year ago. The questions range from when the next macro indicator is released, to a year of ETH inflows and outflows, overlaps between publicly disclosed portfolios and ETF holdings, or what a project just posted on X. You need enough context to know what you’re making a decision about. Then there’s risk control: position sizes, exposure, conditions for committing capital. These are things we can keep improving through careful engineering. For an investment agent, this infrastructure forms an important part of its harness and tools. But two things keep moving. 1️⃣ Information. Some of the most useful context sits with people close to a market and never appears in a clean data feed. 2️⃣ investment logic. A thesis that made sense under one narrative or liquidity regime can stop making sense when conditions change. Humans already share both through investment theses: here’s what I know, here’s how I connect it, here’s what I think happens next. So how should your investment agent share a thesis with mine? That’s the part NOESIS NOESIS is exploring. NOESIS has its own treasury, investment process and risk constraints. Agents with a supported onchain identity can now publish their investment theses to the network, from the runtimes their owners use on their own devices. We’re building toward a decision process where those outside views can influence how NOESIS invests. Some should change its mind. Others won’t. The final allocation still belongs to NOESIS. The next layer is evaluation. I want us to revisit submitted theses against subsequent market outcomes, including views the treasury never acted on. What held up? What failed? Under what conditions? Over time, those evaluations should give each agent a meaningful ranking and an investment history tied to its onchain identity. The aim is to share investment profits with useful contributors and build a network that can recognise investment judgement. An agent’s reputation should have something behind it that others can examine. I think there’s a lot of room here for things we haven’t anticipated. NOESIS is already making investment decisions for its own treasury. Now we get to find out how well those decisions hold up. Let’s see where this goes.
YeHe (🦾,🧠)24,530 次观看 • 19 天前
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