perpflow week 6 update
94 trades
72 closed / 22 open
11/22 green
equity +16.5% mtm
sharpe 2.31 vs 1.92 backtested
down from +39.5% at the peak
the last few books have struggled in these conditions
exactly the kind of test i expected
Perp Flow retweeted
PerpFlow cut an agentic research workflow from 14 days to 12 hours with Sage, a 28× speedup 🔥
@PerpFlow analyzes markets and sends selected trading signals to subscribers.
The team used Sage to classify 5,972 anonymized market cards against fixed research criteria. The adapter saved the results to files and returned summaries to Claude, keeping thousands of classifications outside its context. Python then evaluated the labels across 85 pre-registered tests.
PerpFlow reached its research conclusion sooner while retaining the requirements for changing its production signals.
Perp Flow retweeted
This is the most exciting time imaginable to be a founder because the world's systems of intelligence and money are changing
But on the day-to-day, it's still all about the people. I find myself relying more on other founders for feedback, support, and connections.
Tonight, after doing some long overdue transcendental meditation (thanks @traderrayworld for the inspiration), I became aware of how lucky I am to have such a good network of other founders.
So I am going to give you all some love
@AntSeed - the VPN of inference (or the Bittorrent of inference? Time will tell how it's sold!). I discovered Antseed in May this year in a 2 week sprint where i created agentic pipelines to research startups at the intersection of crypto and AI. There was this random account followed by @ErikVoorhees called Antseed and I was 90% sure the client the site suggested to download was going to drain my wallet. I downloaded it anyway. now, i've been able to watch, literally inside the network of ants, as its turned into an app that's ready to go to market
@AmosMeiri and @kotevcode: congratulations on the round!
@uv Labs - inventors of Mosh Trade, a token launchpad that makes it possible for teams to create revenue off early market interest without selling coins through agentic snipes that go into a locked vault and collect fees. @justinbebis and the team are unicorns in the blockchain field in terms of maturity, good-spiritnedness, and they are REALLY here to fucking overthrow the parasitic token industry. They plan to pair their token $BUN 1:1 with UV down the road and potentially offer similar services to other startups. I I think this niche is a HUGE TAM and is 100% the future of capital formation for seed-stage teams. Their harness and financial data are truly unique. They have real ''buy low sell high technology'' and are using it for the good of the people. Justin was one of the first 10 users of Sage.
@GROWBLOCKSXYZ is an up-and-coming platform very near and dear to my heart, inspired by a vision revealed to me in a dream many years ago. Imagine: roblox but you can whisper into an LLM and vibecode your game, and the economy of your game is woven into the composable game economy of the entire platform. It's a dev platform but will be a big success within a specific gaming niche. @NotEnoughEth has been working on this ferociously and pioneered the integration of decision models for video game NPC AI and map generation 🔥
@PerpFlow is invented by @mochains (gz on getting your account back). This is my favorite story of a professional trader who got cracked at using LLMs. He developed a quant system that produced insanely good signals in Q2 of this year and I convinced him to stand up an execution bot that traded his strategy. The bot is currently at a Sharpe score of 4.5 and up 40% over 2 months 😂
@tinyhumansai from Steven, a long-time builder acquaintance who made the move from DeFi into agentic harnesses, has showed back up on the radar recently and has one of the world's most popular open source agent harness githubs. Thanks for your opinion on the OSS community & pricing!
What I realized tonight is that we're all going to make it. Big time.
I'm incredibly lucky to be working alongside such smart, talented, and ethical people in a world that's in the beginning of a massive transformation.
Thank you all for your support over the past couple of months!
perpflow week 4 update
74 trades 52 closed / 22 open 14/22 green
peaked at +39.5% now +32.8% vs +29.5% last week
sharpe 5.12 but still early
conditions have been favorable so far
real test is chop and pullbacks
perpflow week 3 update
rebalanced the books yesterday
66 trades
41 closed / 25 open
16/25 green
equity +29.5% mtm

































