Introducing Supermind
A bottom's up Enterprise Blockchain intelligence product for Crypto analysts - built for and with them
Crypto is a community
Crypto community is a force that works together with a single goal of finding & supporting the best projects. And, Crypto analysts are amongst those supporting this for the institutional investors.
Being able to hunt, prospect & groom opportunities and identify the risk, liquidity and price point is the primary objective of an analyst. 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.
This intrinsic value analysis is broadly into two parts - Technical & Fundamental.
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.
Along 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.
Analysts get most of this volatility covered by the art of their personal craft(And, remember people are created differently). But this can be more efficient.
Currently, to do this, an analyst needs to juggle through
A 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)
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. This lays the ground for all future innovations.
Custom bots on Twitter to listen in to feeds of specific influencers, digital assets etc. , transform & factor them in their workflows.
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. These skills are tall order, and interdisciplinary sciences - with specialists that understand & model scenarios for using each of these often collaboratively. And even with the right intent, being a specialist takes time.
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.
Enter..
The social decision sciences - what if, we could make the social mind of crypto actually work & feel like the social mind.
The thesis - people understand order (and Maths)
“Mathematics is the language in which God has written the universe”
―Galileo Galilei
People understand and think in bets - and mathematics is the universal language of expressing an idea intuitively to be put things in frameworks, quantify bets, and to remove the cognitive bias that clog our thinking.
But first what’s missing with other platforms?
We built the data stack to support the decisioning of evaluating the digital assets in three layers. The unmet need with this is that they take an analyst to a certain level - but are anchored around the hypothesis that they may already have. But generating a technically sound hypothesis is incredibly difficult, let alone using it deploy meaningful positions in crypto. And then comes the n number of scenarios, which must be quantified with multi-order nudges that are position-aware in personalized manner.
So, tell us now, which of these tools KNOW our positions enough to be able to build a platform around you in a personalized manner that adapts & learns with you - while keeping your positions fully private? And the custom data stack that needs to be lighted up on demand to develop bespoke analysis?
Wait, so, what is custom data stack ?
Let’s say you are taking a position on the Synthetics of Walmart. You may want to get data of parking lots through some satellite imagery that exists off chain, but not in traditional oracles. In a typical scenario , you may have an Engineer, or a sharp analyst who would write some scripts to find & pull the data (and scrub that for usability), but all this is low shelf life activity. data sets become outdated, and these scripts must either be commoditized by productionizing or run the risk of being stale (which is even more harmful if they have been factored in your analysis) .
Now imagine what if this process of finding, discovering & modeling on top of this data was on auto-pilot. What if you could run simple, easy to use bounties that are available with SLA bounds at the rate of crypto - which is a “nation that doesn’t sleep”.
How are we building Supermind
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” .
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.
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. 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.
It helps you not only surface the signals from noise, but also to discover them proactively.
No more metric fatigue - trying to figure out when an event of interest has happened or will happen - let what you are interested in - COME to you - in an intutive, obsessivley personalized manner .
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The way we have built the platform is a through a series of hypothesis, delivered via quant-led frameworks and themes that keep expanding with the categories of digital assets that keep introduced in the space. So, you will often find yourself remarking - “Yes, I got it!”
Care to co-build ?
We are looking for a handful Crypto analysts who deeply relate to this mission of building a product with Crypto analysts at the focal point of it. And build a system design of an enterprise-class product that is not demoware, is intelligent, personalized and learns with them.
Sign up to be a part of the beta program and help shape the product.