Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
4,510 documents
The report tracks the late 2023 rebound in NFT trading on Ethereum and Solana, comparing volume, user activity, and marketplace concentration. It links increased trading to rising crypto asset prices and incentive programs on Blur and Tensor, which reward…
The commentary reads March’s Bitcoin market through perpetual funding rates and the three-month futures basis. After a rally sparked by a policy announcement faded, funding stayed subdued or turned negative on major venues, while the basis narrowed. The…
The document summarizes debates at Ethereum’s 2024 Devcon about the network’s identity and long-term direction. It contrasts technical roadmaps, including a proposed overhaul of the consensus protocol, with a broader shared purpose centered on permissionless…
This report frames memes as cultural ideas whose means of expression and distribution have changed with communication technology. It argues that blockchains extend this history by offering globally accessible, persistent ledgers and peer-to-peer token…
This report analyzes crypto and blockchain venture investment and fund fundraising in 2022. It finds that annual startup investment nearly matched the prior year, but deal counts and capital declined in every quarter after a first-quarter peak. The authors…
This report presents Galaxy Research’s forecasts for cryptocurrency markets and industry developments in 2025, drawing on conditions observed in 2024. Its predictions span Bitcoin prices and exchange-traded product assets, institutional and sovereign…
This report traces Dogecoin from its 2013 launch as a humorous Bitcoin-derived project through its community-driven growth and later speculative surges. It describes the coin’s technical lineage, including its Scrypt proof-of-work roots and subsequent merged…
The article examines a Polymarket contract asking whether Strategy would sell Bitcoin by May 31. The company’s later filing reported a sale made within that period, but Polymarket said the sale had not been confirmed by the deadline and the contract…
This report describes futarchy as a governance model that separates choosing goals from forecasting which actions will best achieve them. Rather than relying only on cost-free ballots, participants trade in prediction markets, putting economic stakes behind…
This report examines crypto and blockchain venture funding in Q2 2022, focusing on capital invested, deal counts, company stages, valuations, deal sizes, founding cohorts, and subsectors. Although total investment fell for the first time since early 2021, it…
This report reviews crypto and blockchain venture activity in Q1 2024, including deal count, capital invested, company stages, valuations, categories, locations, founding cohorts, and fund fundraising. It reports that deal count and invested capital rose…
This macroeconomic essay argues that weak growth, negative-yielding sovereign debt, and political incentives can encourage continued fiscal and monetary expansion. It links these conditions to risks such as distorted investment, growing debt burdens, and…
This commentary reports July performance for several crypto hedge fund strategy indices alongside Bitcoin, Ether, and a broader digital asset index. It notes losses across the composite, fundamental, and quantitative directional measures, while the…
The document introduces LangChain as a way to connect large language models with external data and compose repeatable analysis workflows. It explains basic components including model calls, prompt templates, chains, batching, and agents. Its equity-analysis…
This profile follows a California data analyst’s move toward quantitative and algorithmic trading. His engineering, econometrics, and data work led him to explore Python, futures, automated analysis, and discretionary trading based on macro news sentiment.…
The article distinguishes algorithmic trading, high-frequency trading (HFT), and news-based trading by their aims, time horizons, speeds, and data sources. It describes algorithmic systems as rule-based automation across varied horizons, HFT as speed-focused…
The article explains market sentiment as investors’ broad outlook, shaped by economic, fundamental, technical, and other information. It distinguishes momentum approaches that follow prevailing sentiment from contrarian approaches that anticipate a reversal…
The document outlines a conference about artificial intelligence, machine learning, and sentiment analysis in financial services. It describes research that processes news, social media, and other alternative data to classify sentiment and study its…
This webinar listing introduces sentiment analysis, also called opinion mining, as the computational classification of text opinions into positive, negative, or neutral attitudes. It frames the technique as potentially relevant to financial markets alongside…
This project builds a random forest regression model to estimate the next day’s EUR/USD closing price from daily price data, technical indicators, and Twitter sentiment. Predictors include OHLCV values, short and long EMAs, RSI, OBV, and daily mean sentiment…
The document introduces general and finance-tuned language models, then describes using natural language processing to turn financial text into sentiment measures. It outlines a workflow for collecting and preprocessing Federal Open Market Committee…
This overview introduces several methods for modeling financial data when a straight-line relationship is inadequate or the target is not a continuous average. It describes logistic regression for binary outcomes, including interpreting its output as a…
This article surveys an end-to-end approach to applying machine learning and artificial intelligence to trading. It advocates starting with a trading objective, selecting a model only when it adds value, and interpreting model outputs in the context of…
The document is a brief event report about a talk on quantitative news trading at a Princeton–UChicago quantitative trading conference. The speaker’s topic was how news articles can be quantified and whether trading strategies based on news analytics can be…