Author
@balajis balajis
grade Ax.com/balajis ↗
Founder-philosopher posting sweeping original macro-tech-geopolitical regime frameworks, not stock calls
Publishes long-form, high-conviction theses synthesizing geo
trader score
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hit rate
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mean α
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signals 14d
3
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @balajis | · | States that public institutional pools are major venture-capital limited partners. | · | tweet ↗ |
| 2026-10-15 | · | @balajis | · | Develops a long-term framework for state capital increasingly supporting technology. | · | tweet ↗ |
| 2026-10-12 | BTC | @balajis | +0.25 | Constructive view of Bitcoin's on-chain traceability for institutions. | · | 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.