Chloe Z

AI trading’s biggest user need: make more money, with results they can verify.

Spent time in London discussing PMF with @jenniekusu, who introduced me to @MojoAI_HQ.

As a former trading intern at High-Flyer ( where DeepSeek originated)—my only quant-firm experience—I see 3 paths:

1/ The best tools: an AI version of @gmgnai . Fast, easy trading.

2/ AI trading harnesses built by top traders: automate specific parts of the workflow for intermediate and advanced traders. @minara

3/ Professional quant strategies: @QFEX’s Magic Strategy or @aleabitoreddit AI onchain quant fund. Verifiable track records, but often limited capacity or closed access. QFEX currently reports 29% unlevered APY.

I still see no clear breakout AI trading project. Maybe nobody has fully delivered what users want: making money, with proof.

Who’s closest?

#MemeStocks don’t respect market hours. $AMC is proving it again today.

$AMC is all over my timeline — attention moves 24/7, while the underlying stock still lives inside TradFi hours.

@QFEX was the first DEX to list $AMC.

24/7 stock perps feel increasingly inevitable when attention moves faster than the market itself.

Dropping my invite code below 👇

Polymarket at $21B changes the question.I was seeing SPVs around ~$15B not long ago. Now I’m hearing the team is targeting a year-end IPO.

@Kalshi already has perps. Prediction markets have a ceiling — IPO-scale valuations usually need a bigger derivatives story.

But this is bigger than @Polymarket .

Private companies used to get priced once every funding round.

RWA changes that.

Pre-IPO assets can trade 24/7. Retail gets access earlier. Perps bring leverage, shorts and hedging.

Private-market valuation is becoming a real-time market.

@Paimon already has Kalshi exposure live. @OndoFinance and @RobinhoodApp are pushing more equities onchain.

So the next trade may not be on Polymarket.

It may be @Polymarket itself.

Who gets there first?Pre-IPO exposure — ?
Perp — @QFEX, @Aster or @entropy?

As a direct competitor to Hype, one of @Aster_DEX core price appreciation drivers is its buyback mechanism.
However, being a late entrant, Aster must first compete for trading volume and user activity. To do so, it has adopted a trade-mining model to attract users, incentivizing continuous trading and fee generation.
Before trade mining concludes, the buyback loop cannot yet become self-sustaining — the amount of Aster distributed through rewards inevitably exceeds the amount repurchased.

In Season 3 (S3), Aster introduced a critical change: the claim date for trade-mining rewards was delayed to December 15, while Season 4 (S4) is set to begin immediately after S3 ends on November 9.
This creates a unique window in which Aster can stimulate trading activity and collect fees through trade mining while incurring no new token emissions.
Given that the market has just formed a short-term bottom, buybacks at this stage are highly cost-efficient. Currently, Aster’s daily buyback volume is approximately $2.7 million, implying that between now and December 15 (a 37-day window), the project will inject over $100 million in net market buy pressure.

As the token price rises, Aster’s visibility will expand, and S4’s intensified trade-mining activity will further increase trading fees, creating a reinforcing feedback loop.

Moreover, Aster repurchased all KOL round allocations last month at a 10% discount, effectively absorbing upcoming unlock-related selling pressure.

Thus, the period from now until December 15 represents Aster’s most critical strategic window since launch.
If the team does not act during this phase, future opportunities for market management will be limited.
At current prices, $100 million in buybacks equals roughly 3.5% of circulating supply. Without a meaningful price uplift, Aster may struggle to sustain Season 5’s trade-mining campaign, as continued mining tends to exert downward price pressure.

Therefore, Aster must first push prices to a stronger resistance zone, establishing a higher equilibrium before the next mining phase begins.

Otherwise, the token could gradually fall from $1 to $0.7, $0.5, or even lower.

In essence, Aster’s playbook @Leonard_Aster @cz_binance represents a tightly integrated strategy combining market-making, product design, and operational timing into one coherent system.

Aster 作为 Hype 的直接竞对，其核心价格上升逻辑之一是 回购（Buyback）。但由于 Aster 是后发者，需要通过更高的交易活跃度来竞争用户与交易量，因此在早期阶段采用了 交易挖矿（Trade Mining） 的方式来吸引用户持续交易、贡献手续费。
然而，在交易挖矿尚未结束前，Aster 的回购逻辑无法形成可持续闭环——因为发放出去的代币总量必然超过回购数量。
进入 S3 赛季 后，Aster 做出关键调整：将交易挖矿奖励的 领取时间延迟至 12 月 15 日，并在 11 月 9 日 S3 结束后同步启动 S4 赛季。这意味着从现在起至 12 月 15 日这段时间内，Aster 既能通过交易挖矿刺激交易量、收取手续费，又没有新增的代币排放压力。
此时市场刚经历阶段性底部，回购的边际效率极高。根据当前数据，Aster 每日回购金额约 270 万美元，在未来 37 天内（至 12 月 15 日）累计回购金额将超过 1 亿美元的净买入规模。随着价格上升，Aster 的市场曝光度将进一步放大，S4 赛季的交易挖矿活动也会更为激烈，进而带来更多手续费与后续回购需求。

此外， 在上月以 九折价格回购了所有 KOL 轮额度，从而提前消化了未来几个月的解锁抛压。
因此，从 现在到 12 月 15 日 是 Aster 自上线以来最关键的市值管理窗口期：
如果团队此时不推动价格修复，未来将失去可操作的战略空间。
按当前价格测算，100M 美元的回购量约占流通量的 3.5%。若价格不被推高，Aster 将无法支撑后续 S5 赛季的交易挖矿，因为交易挖矿过程中价格会自然承压下跌。
因此，Aster 必须在本阶段先将价格推升至一个合理区间，为 S5 锁定下跌空间与筹码安全边界。
若不采取行动，价格可能从 1 美元逐步下跌至 0.7、0.5 甚至 0.2 美元。
Aster 的整体策略，是一套由 市值管理、产品设计与运营节奏 精密联动的综合体系。

I solved the Paradigm Puzzle! @ChloeTalk1 @paradigm @_Dave__White_ @matthuang thank you @cyodyssey for telling me that @_Dave__White_ posted this interesting question