Author

@crowdturtle crowdturtle

Thoughtful anon stock-picker probing AI's second-order impact on software incumbents

Posts mostly reply-thread analysis building bull and bear ca

trader score
-0.77
hit rate
45%
mean α
-0.62%
signals 14d
27

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: 45% hit rate, -0.62% mean alpha, trader score -0.77. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28UNI@crowdturtle+0.35Author says UNI is becoming very interesting, expressing mild positive interest.·
2026-08-26HYPE@crowdturtle+0.65Likes HYPE and highlights five tokens with interesting buyback dynamics.·
2026-08-26MORPHO@crowdturtle+0.35Likes HYPE and highlights five tokens with interesting buyback dynamics.·
2026-08-26GEOD@crowdturtle+0.35Likes HYPE and highlights five tokens with interesting buyback dynamics.·
2026-08-26UNI@crowdturtle+0.35Likes HYPE and highlights five tokens with interesting buyback dynamics.·
2026-08-26AAVE@crowdturtle+0.35Likes HYPE and highlights five tokens with interesting buyback dynamics.·
2026-08-26COIN@crowdturtle+0.70Discloses an investment in Coinbase and says it has more ways to win than the alternative.-1.7%
2026-08-25COIN@crowdturtle+0.90Says COIN could rise tenfold if agentic payments, tokenized stocks and TradFi-backend theses materialize.-4.6%
2026-08-22COIN@crowdturtle+0.65Argues the market underappreciates Coinbase's claim on half of USDC economics.-4.2%
2026-08-22USDC@crowdturtle+0.25Argues the market underappreciates Coinbase's claim on half of USDC economics.·
2026-08-21CRCL@crowdturtle+0.20Announces a dashboard tracking x402 agentic-payment volume and inflections for Coinbase and Circle exposure.-1.0%
2026-08-21COIN@crowdturtle+0.20Announces a dashboard tracking x402 agentic-payment volume and inflections for Coinbase and Circle exposure.-4.2%
2026-08-21·@crowdturtle·Describes an unspecified company as leveraged exposure to agentic payments through USDC and Base transactions.·
2026-08-21COIN@crowdturtle+0.25Argues tokenization and programmability can create unforeseen applications at scale.-4.2%
2026-08-21·@crowdturtle·Views AI and crypto protocols serving traditional finance as an increasingly interesting adoption theme.·

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.