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Data-driven insights on trading strategies, backtests, and market analysis.

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1–12 of 17 posts · page 1 of 2

★ FeaturedTools

Backtesting Arena Is Now a Claude Connector

Backtesting Arenatradingstrategies.work

Backtesting Arena can now be connected to claude.ai with a single click — 65 tools for Bitcoin cycle, on-chain data, macro regime and validated backtests. Instead of generic web-search answers, Claude pulls real, DSR-corrected and point-in-time data. Plus a new interactive tool: the Dip Decision calculator.

AI agentsBitcoinBacktesting
Jul 5, 20261 min
★ FeaturedTools

We Just Shipped an API That Charges $0.01 Per Call — In USDC, On-Chain, No Account

Backtesting Arenatradingstrategies.work

Phase 4 is live: the same Bitcoin cycle data, on-chain indicators, and aggregated strategy insights now reachable through three channels — REST, MCP, and x402 pay-per-call in USDC on Base. No account required for the third. An AI agent gets HTTP 402, signs a USDC authorization, retries, and has the data three seconds later. What's actually live, why we built it this way, and the Coinbase detour that cost us a day.

x402AI agentsStablecoins
May 23, 20261 min
Tools

The AI Copilot in Your Chart Is Reliable When It Measures and Invents When It Describes Itself

Backtesting Arenatradingstrategies.work

TradingView's chart copilot can connect to your own MCP servers. Tested on the Backtesting Arena connector: it answered market questions correctly and invented instructions about its own settings four times. Why that happens, and how to tell which answers to check.

AI agentsMethodology
Sep 14, 20261 min
Tools

Agent Payments: Why No Standard Checks Whether the Work Was Any Good

Backtesting Arenatradingstrategies.work

Agent payments are standardised: authorisation, identity, mandate, settlement. Whether the work was any good, nobody checks. Why that is a boundary and not a gap.

AI agentsx402
Aug 15, 20261 min
Tools

Building for AI Agents: 10 Lessons From Running 73 MCP Tools

Backtesting Arenatradingstrategies.work

Your most thorough reader gets the least to read. Ten places where building for agents differs from building for people, with numbers from production.

AI agentsMethodology
Jul 29, 20261 min
Tools

Consensus Is Not an Edge: Why a Quorum of Correlated Simulations Isn't One

Backtesting Arenatradingstrategies.work

An AI swarm turned $1,000 into nearly a million? The number falls apart at its own source. Why consensus from correlated simulations is not an edge.

BacktestingMethodologyAI agents
Jul 17, 20261 min
Tools

What Agents Actually Pay For in Finance Research — The Provider's View

Backtesting Arenatradingstrategies.work

Everyone talks about the agent economy. From the provider side — I run x402-paid financial endpoints — what agents actually buy today is sober: ingredients. And where the line runs between real and vision.

x402AI agents
Jul 1, 20261 min
Market Analysis

AI in the Drug-Discovery Race: Shovels, Bets, Giants

Backtesting Arenatradingstrategies.work

Asking which company is well-positioned in the AI drug-discovery race is really three questions at once. We sort the field soberly into shovels, bets, and giants — and show which layer earns regardless of any single trial outcome.

AI agentsMethodologyRisk management
Jul 1, 20261 min
Tools

The Agentic Brokerage: Why AI Signals Make Honest Backtesting More Important, Not Less

Backtesting Arenatradingstrategies.work

A thesis says trading platforms are going "agentic" — AI monitors, signals, executes. The structural part is right. The blind spot sits where money is lost.

AI agentsBacktestingRisk management
Jun 30, 20261 min
Market Structure

Option vs. Annuity Machine: Two Ways to Be Invested in the Same AI-Healthcare Sector

Backtesting Arenatradingstrategies.work

"Invested in AI healthcare" can mean two almost opposite things. Two real companies show it: an annuity machine with ~86% recurring revenue — and an option with not a single approved drug. Same label, opposite risk DNA.

AI agentsMethodologyRisk management
Jun 24, 20261 min
Tools

You're Building with AI Coding Agents. Your Codebase Is Drifting. Here's Why — and the Fix.

Backtesting Arenatradingstrategies.work

We wrote 500 lines of rules. Claude read them — and still wrote text-[13px] instead of text-xs. The mistake wasn't Claude. The mistake was confusing documentation with enforcement.

AI agents
Jun 10, 20261 min
Market Analysis

AI-Crypto Is Not a Monolith: Four Categories — and the One Test That Separates Substance From Narrative

Backtesting Arenatradingstrategies.work

"AI-crypto" trades as one sector but is at least four different things on different layers of the stack: payment rails (Solana, Base, Sui, Tempo), agent frameworks (Virtuals, ElizaOS, Fetch/ASI), decentralized intelligence (Bittensor) and decentralized compute (Render, Akash, io.net). A map of the most relevant projects per category — and one test cutting across all of them to show where real substance sits and where a narrative was simply built around a token: is the token structurally necessary, or just present?

AI agentsx402
Jun 1, 20261 min
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