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What a premise can be made of
The MVP keeps the catalog deliberately small: a handful of Stock Tokens with on-chain price feeds and a curated set of signals. A narrow universe the agent can actually verify beats a wide one it cannot.
Theses that compile cleanly
AI memory boom
“I believe AI memory demand will outrun supply through 2026. Put 5000 USDG into memory makers, keep any single company under 45 percent, exit if momentum turns negative for two quarters.”
Budget, cap and a two-period exit: everything the compiler needs in one paragraph.
Storage with a stop
“Storage demand grows with AI datasets. Invest 2000 USDG across storage makers, sell everything if the basket falls 15 percent from entry, review monthly for a year.”
A basket drawdown stop becomes the invalidation condition, reviews set the cadence.
Single name, tight leash
“Micron wins the HBM cycle. Take 1000 USDG, only MU, add on 30 day momentum above 5 percent, trim after any quarter with capex growth below 10 percent, expire in nine months.”
One asset, one add rule, one trim rule and a hard expiry.
Stock Tokens
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Signal catalog
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