Supermind joe picture3/6/2023 It helps you not only surface the signals from noise, but also to discover them proactively. It’s built bottom’s up following the user flows, with the analysts and has category defining frameworks to put order to things and save you your most precious resource - your energy. Supermind has quant templates that help model scenarios in the platform and mimics the end to end workflows of an institutional investor for directional & thematic bets of different time ranges. Over 30+ hours of conversations with Crypto native funds, Hedge funds, and other persona's that need to track these digital assets - we kept hearing one theme - "Current products tell me what has happened, not what is GOING to HAPPEN" - and a decent grey area on unmet needs emerged that we kept refining over tranches of conversations with crypto native funds. Our obsessions with the product started with looking at where Crypto investing is and where it needs to go and “following the user home” into their “jobs to be done”. The thesis - people understand order (and Maths) The social decision sciences - what if, we could make the social mind of crypto actually work & feel like the social mind. So, what if we could dramatically shrink the time to specialize? By seeding the asset you are interested in a mathematical form, it enhances your overall productivity, helps you triangulate with different frameworks and helps you in decisioning process. And even with the right intent, being a specialist takes time. These skills are tall order, and interdisciplinary sciences - with specialists that understand & model scenarios for using each of these often collaboratively. What’s more is that all this analysis sits at a cross function of Game theory, Law, Monetary policy, Mechanism design, Financial modeling, risk analysis, structuring, cryptography, Engineering & Tech. , transform & factor them in their workflows. This lays the ground for all future innovations.Ĭustom bots on Twitter to listen in to feeds of specific influencers, digital assets etc. Tools built by the community over existing solutions to aggregate and summarize the signals over noise and find a way to actually quantify them in the analysis than “read it, but so what” - translating some of these signals (esp social into discrete ranges needs a mathematical model that transforms language to stats, and does so deterministically, so as to establish frameworks where past decisions can be reviewed, modeled on & corrected. But this can be more efficient.Ĭurrently, to do this, an analyst needs to juggle throughĪ cobweb of analytics tools and dashboarding solutions such as Glassnode, Dune, Nansen, rekt tools, whale insights, and an innumerable vertical-specific usecases(defi-llama and such) What more, is that the tech is overwhelmingly dynamic, protocol update proposals keep coming that change the nature of the digital asset, forks and attacks that make a compelling case to understand and model what that complexity means for the positions in short, medium & long term and to change the nature of the bets.Īlong with this, the reward mechanism may change which changes the yields, impacts the liquidity pool (and incentives) and triggers events, which if not modeled from this interdisciplinary point of view - make the portfolio reactive to catch up & manage.Īnalysts get most of this volatility covered by the art of their personal craft(And, remember people are created differently). This intrinsic value analysis is broadly into two parts - Technical & Fundamental. And for this, the analyst needs to understand not just the price movements, but also the underlying tech(consensus, security), monetary policy(stability mechanics, burning & minting) and n other things, driving the digital asset. And, Crypto analysts are amongst those supporting this for the institutional investors.īeing able to hunt, prospect & groom opportunities and identify the risk, liquidity and price point is the primary objective of an analyst. Crypto community is a force that works together with a single goal of finding & supporting the best projects.
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