App Economy Insights
🗓️ What are you watching this week?

• Tuesday: $PANW $CDNS
• Wednesday: $ADI $MCO $FIG $BKNG $GPN
• Thursday: $MELI $NU $WMT $BABA $KLAR $LYV

All visualized in our newsletter! https://t.co/aALlk4Yk2n
tweet

Moon Dev
The 40,000% ROI "Bug": How Claude Code Cracked the TradingView Holy Grail

most people think the elite traders at the top of the mountain have some secret indicator or a hidden math formula that gives them a forty thousand percent return. they assume the game is rigged against the small player and that you need a multi million dollar budget just to get a seat at the table. the truth is that the holy grail of trading is actually hidden in plain sight inside a community tab that most people scroll past every single day

i spent years losing money to liquidations and over trading because i thought i had to manually predict where the price was going next. i even spent hundreds of thousands of dollars on developers to build apps for me because i was convinced that i would never be able to code the systems myself. it turns out that once you stop trying to be a genius and start using the tools that are already available you can crack the code to unlimited trading strategies

the secret is not in a single indicator but in the process of research back test and implement. if you go to the community section of trading view you will find an endless stream of source code for indicators that people have built over decades. most traders just slap these on a chart and hope for the best but if you are a data dog like me you know that a chart is just a pretty picture that lies to you

i believe that code is the great equalizer because it allows us to take these public ideas and turn them into fully automated systems that trade for us while we sleep. i decided to learn to code live on youtube to show everyone that you can iterate your way to success without being a math wizard or a stanford graduate. now i have fully automated systems that manage my capital instead of getting liquidated by emotional decisions in the middle of the night

the biggest trap in the trading world is something called repainting and it is the reason why so many strategy back tests look like they are printing money when they are actually just a scam. repainting happens when an indicator looks at future data to tell you what happened in the past which makes every buy and sell signal look like a perfect entry at the top and bottom. if you trust a back test on a basic chart without understanding the logic underneath you are just building a house on a foundation of sand

this is why i transitioned all of my serious work into python because python does not lie to you. in python you can control the data flow tick by tick and bar by bar to ensure that no future data is leaking into your strategy. i built a back test architect which is a specialized sub agent that knows exactly how to take a simple idea and test it against twenty five different data sources all at once

when you run a strategy across btc eth apple google and tesla you start to see the real truth about whether a strategy has an edge or if it was just a lucky fluke on one chart. i saw one strategy this week that showed a one million percent return which sounds like a total lie but the data does not have an ego. even if a number looks insane you have to investigate it and incubate it with tiny size to see if it holds up in the live market

you must treat your trading like a business where you are the manager and the code is your team of tireless employees. i have sub agents running for me right now that act as masters of specific tasks like converting pine script into python or optimizing exit logic. if you are not using these specialized ai assistants in your workflow you are essentially trying to build a skyscraper with a hand saw while everyone else is using heavy machinery

most people get stuck in the beginner phase because they think they need to write every single line of code from scratch. the reality is that the best developers are just really good at importing the hard work of others and connecting it like lego blocks. i use a library called ccxt that allows my bots to communicate with every major exchange in the world [...]

with just a few lines of script which saves me months of development time

the reason i show everything live is because the industry is filled with gatekeepers who want to keep the secrets of automation to themselves. they want you to stay as a manual trader who pays high fees and provides liquidity for their algorithms. once you learn to automate you are no longer a victim of the market but a participant in the architecture of the financial system

if you are sitting there right now feeling defeated because you just got smoked on a trade or you missed a massive pump you have to realize that those emotions are your greatest enemy. a computer does not feel fomo and it does not get tilted after a loss; it just waits for the next signal that fits the parameters you defined. my mission is to help you get to a place where you can walk away from the screen and let the machines do the heavy lifting

learning to code is actually much easier than learning a second language because the syntax is logical and the feedback is immediate. i spent ten years in tech scared to touch a keyboard for anything other than emails because i thought i was not smart enough for engineering. once i realized that code is just logic i was able to build my first profitable bot within a few months and i have never looked back

the transition from a manual trader to an algorithmic expert is about building a robust framework for testing your ideas as fast as possible. you want to be able to find an indicator on trading view convert it to python and run it against years of historical data in less than five minutes. if you can do that you have a higher chance of success than ninety nine percent of the people who are just drawing lines on a screen

one of the most powerful strategies i found recently combines the squeeze momentum indicator with smart money concepts. when you test these individually they might show a decent return but when you combine them and add a filter like the adx you can find setups that have a massive expectancy. the key is to look for strategies that show positive returns across multiple different asset classes and time frames simultaneously

even if a strategy looks like it is printing a forty thousand percent return you must always remain skeptical and look for the catch. i always incubate my new ideas with tiny capital for at least a few weeks to see how they handle real world slippage and fees. a back test is a map of the past but the live market is a wilderness that changes every single day

this is why i believe in the rbi method which stands for research back test and implement. you spend your mornings looking for new ideas your afternoons stress testing them with ai and your evenings deploying the winners to the market. it is a systematic approach to wealth that removes the need for luck or guessing what a celebrity is going to tweet next

the most successful traders in history like jim simons did not sit around looking at rsi levels on a fifteen minute chart. they built systems that identified mathematical edges and then scaled those systems until they were managing billions of dollars. you do not need thirty one billion dollars to change your life but you do need the discipline to stop trading like a human and start thinking like a system

i give away so much for free on youtube because i want to build a community of data dogs who are all chasing the same goal of financial freedom through automation. when we work together and share our findings we can collectively identify edges that nobody else is looking at. the world is moving towards an ai dominated economy and if you are not learning to control the machines you are going to be controlled by them

the road to automation is not a straight line and you will run into bugs that make you want to throw your computer out the window. but every time you fix an error and every time you optimize a script you are getting one step closer to a life where you own your time. code really is the great equalizer and it is wa[...]

iting for you to pick it up and start building your own future

if you can fly then run and if you can run then walk but whatever you do you must keep moving forward in this journey. trading can be heartless but the logic of code is always fair and consistent. stop being the liquidity for someone else's bot and start building the walls that will protect your capital forever
tweet

The Transcript
$KKR Head of IR: Dividend raised for 7th straight year since C-Corp conversion.

“We intend to increase our annual dividend from $0.74 to $0.78 per share...the seventh consecutive year that we've increased our dividend.”
tweet

NecoKronos
RT @MMT_Official_: 🩸We hate slow terminals.🩸

In volatile markets, hesitation isn’t a strategy - it’s a liability.

You should be able to:
- Reconfigure your layout
- Add tools
- Switch tickers
- Zoom, split, compare

…without missing a single push of velocity.

If your platform lags when markets accelerate, it’s not built for modern order flow.

Speed isn’t cosmetic. It’s survival.
tweet

NecoKronos
Aggressive market buys absorbed into passive limits = Positive Delta.
Exactly what you want to see at resistance.

Clean sweep of the Weekly Open + perfect Monthly VWAP tap.

The most important part? 👉We are back above the range POC.
If price accepts here, expect new highs. Simple as that.

#BTC
tweet

Pristine Capital
RT @realpristinecap: 1-Week Index ETF Performance via Pristine Capital 📊
$SPY -1.28% (S&P 500)
$QQQ -1.27% (Nasdaq)
$DIA -1.15% (Dow Jones)
$IWM -0.78% (Russell 2000)
$ARKK -0.23% (Innovation)
$TLT +2.49% (20+ Yr Treasuries) https://t.co/JXMpHe9xY5
tweet

Moon Dev
ai is smarter than the smartest phds now, right?

the real challenge is selecting where to apply your tokens

until now i have been applying my tokens to quant because my problem was emotional trading. fixed.

now i need to spend a bit more time on longevity research.

Jim died at 86 with a net worth of $31b

what would of happened if he lived to 160?
tweet

Startup Archive
Robinhood CEO Vlad Tenev’s product philosophy: “One screen. One Button. One core action.”

The first version of Robinhood was actually a social trading app.

“[It] allowed you to create a profile, follow other people, rate stocks, upvote news, private messaging,” Vlad explains. But the founders quickly realized that all these features just led to a muddled product.

He advises founders to learn from this mistake:

“Don’t throw the kitchen sink into an app. Make something super simple. Get down to the essence — one screen, one button, one core action. And build from there.”

Vlad and his co-founder then built an entirely new version of the app and focused on doing just one thing better than anybody else: trading stocks from your phone. And they ignored everything else.

At the time of this interview, Robinhood was valued at more than a billion dollars and Vlad admits that they still didn’t even have a web platform.

Video source: @twistartups @jason (2017)
tweet

The Transcript
RT @TheTranscript_: Next week in earnings: https://t.co/NtwslULOt9
tweet

Lumida Wealth Management
WHY NOBODY IS BUYING ENOUGH COMPUTE

Anthropic went from zero to 100M to 1B to 10B in three years. Clean 10x every year.

So why aren't they buying 10 trillion in compute right now?

Here's the actual problem.

Dario: "You're pretty sure AGI hits in 1-2 years. When it does you need massive compute to serve what's basically a country of geniuses in a datacenter. Trillions in revenue coming.

But datacenters take two years to build.

So if you're wrong by one year on timing you're just dead. Bankrupt. Done.

Breakthrough comes 2028 instead of 2027? Dead.
Economy takes 3 years to adopt instead of 1? Dead.

No hedge exists for a trillion dollar mistimed bet.
So everyone's in this insane spot where they KNOW what's coming but literally cannot bet their full stack on it.

Buy hundreds of billions not trillions.

Accept you might not have enough when it hits.

Wild part - being 12 months early or late on the biggest prediction ever means you don't exist to find out if you were right."

Here are all the highlights from the recent interview of @DarioAmodei with @dwarkesh_sp
tweet

Dimitry Nakhla | Babylon Capital®
RT @CapexAndChill: $APP just posted ~70% YoY revenue growth and $4.5B in EBITDA but it is more than just an AI story. AppLovin is executing he most sophisticated legal arbitrage in the history of mobile tech. While the entire ad industry was fuming about $APPL's privacy changes and the death of IDFA AppLovin didn't just build a better algorithm they built a legal and technical bunker with MAX.

Here is the backstory. Apple bans 3P tracking which is defined as linking user data across different companies but AppLovin acquired the mediation layer MAX which sits inside the publisher’s app as core infrastructure. Because they own the code that runs the ad auction they legally reclassified themselves from a 3P tracker to a 1P service provider. This allows them to siphon granular user data from the app directly to their bidder via local device memory bypassing the OS level network interception that Apple uses to police tracking.

They call this internal syncing rather than cross app tracking and it gives them a key view in ~1B daily users. They further fortified this by forcing publishers into a joint controller status where the publisher takes the liability for collecting consent while AppLovin gets the data access.

Management goes on earnings calls and credits their Axon AI for the 84% net income growth and they aren’t lying but the AI is mainly winning because it is the only model being fed a firehose of high fidelity data that is supposed to be not possible to access.

AppLovin has evolved from just an ad network to a walled garden built inside Apple’s own backyard and unless Apple decides to break the entire programmatic economy by blocking SDK to SDK memory communication this money printer is structural.

$APP's ~20% sell off reflects a fear of commoditization, yet investors are completely ignoring that the company’s Q1 guidance for sequential growth is still strong. Q1 is typically the weakest quarter where ad spend contracts, so guiding for a raise to $1.745 billion confirms that the growth engine is showing incredible resilience from gaming cycles.

This disconnect is even more glaring by the fact that the ecom solution driving these numbers is still effectively in a closed beta referral only pilot phase with less than 1% market penetration. So the current 66% revenue growth is being achieved has not seen the effects of the general availability later this year.

The new moat they are building is the generative creative capability that solves one of the biggest bottlenecks for non-gaming advertisers which is the inability to produce high performance video assets at scale. AppLovin is working on automating the role of an ad agency and unlocks a long tail of millions of SMB merchants who previously couldn't access mobile inventory.

This is a rare dislocation where the market is selling peak gaming while the company is executing the initial phase of automated commerce. AppLovin's own cash flow will aggressively create a valuation flow via buybacks and continued execution. - CapexAndChill
tweet