Author
@AdevAarons AdevAarons
grade Cx.com/AdevAarons ↗
Thematic AI-infrastructure and Bitcoin-L1 evangelist who reasons in frameworks, not numbers
Writes framework-level theses tying AI compute/infrastructur
trader score
+1.32
hit rate
60%
mean α
+1.07%
signals 14d
55
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 60% hit rate, +1.07% mean alpha, trader score +1.32. Their last-14d mentions, direction-adjusted, have moved -11.0% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | BTC | @AdevAarons | +0.35 | BTC below 200-week average framed as accumulation window. | · | tweet ↗ |
| 2026-07-01 | BTC | @AdevAarons | +0.55 | Whale wallets at record holdings while BTC below $60K, framed as accumulation. | · | tweet ↗ |
| 2026-06-30 | CRCL | @AdevAarons | -0.65 | Argues OUSD incentive design routes partners around CRCL's reserve-yield model. | +3.2% | tweet ↗ |
| 2026-06-30 | · | @AdevAarons | · | Says hyperscalers keep winning compute cycles until distributed compute catches up. | · | tweet ↗ |
| 2026-06-30 | · | @AdevAarons | · | Claims AI adoption increases hiring and output rather than killing jobs. | · | tweet ↗ |
| 2026-06-30 | BTC | @AdevAarons | +0.45 | Reply says crypto CTO was at $17K and suggests $58K instead. | · | tweet ↗ |
| 2026-06-30 | BTC | @AdevAarons | +0.55 | BTC below 200-week moving average is framed as long-cycle accumulation zone. | · | tweet ↗ |
| 2026-06-29 | · | @AdevAarons | · | Trac Synthwave benchmark on AIME 2026 outperformed DeepSeek V3.2; thesis favors tooling layer. | · | tweet ↗ |
| 2026-06-29 | · | @AdevAarons | · | Stablecoins reframed by central banks as dollar-strengthening tool, changing crypto regulation narrative. | · | tweet ↗ |
| 2026-06-29 | · | @AdevAarons | · | Memory supply is being reallocated to AI chips, creating structural tech inflation. | · | tweet ↗ |
| 2026-06-29 | BTC | @AdevAarons | +0.35 | Frames Saylor selling as building a USD reserve using BTC as collateral, not liquidation. | · | tweet ↗ |
| 2026-06-29 | · | @AdevAarons | · | Argues AI will create more companies and smaller teams, not shrink workforces. | · | tweet ↗ |
| 2026-06-28 | · | @AdevAarons | · | Reports NYC froze rent for 1 million apartments and argues it will worsen supply. | · | tweet ↗ |
| 2026-06-28 | SOL | @AdevAarons | +0.25 | Says Solana looks good but app buildout determines what happens next. | · | tweet ↗ |
| 2026-06-28 | · | @AdevAarons | · | Criticizes price controls as creating scarcity and crisis. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.