HourlyOn the hourRegime

You wake up. The conclusion’s already written.

127 sources, the live conversation on X, and funding on 21 exchanges — distilled every hour into one page of conclusions: market regime, theme scenarios, hedge baskets. Every number traces back to where it came from.

RHYTHM

Five reports. One rhythm.

An hourly on the hour, a narrative every four hours, a morning and an evening each day, a weekly on Sunday — all written automatically. Over 4,100 so far.

 

Tap a lane to isolate its beat. Solid dots are slots already past, hollow ones are still to come.

FLAGSHIP · NARRATIVE

Nine stages. One conclusion.

The flagship runs every four hours. Nine stages each read their own material and hand their conclusions to the next; stage eight sets the regime and builds the hedge basket, stage nine picks the funding arbitrage. If one stage stalls, only that stage reruns — on the fallback model.

A real run · #4844 · 13 Oct 2026
Took13m 38s
Read · tokens489k
Wrote · tokens53.5k
Model claude-opus-5-5
  1. Global news
    Themes and key events
    1m 5s
  2. Global macro
    Regime · hedge pairs · geo risk
    43s
  3. Finance news
    Finance themes · trade ideas
    45s
  4. Tech news
    AI · chips · software
    1m 1s
  5. Prediction markets
    Fair odds vs. the market
    2m 29s
  6. Equities
    Single names · WSB plays
    1m 1s
  7. Tech & crypto
    Crypto themes
    1m 14s
  8. Final narrative
    Regime · hedge basket
    1m 4s
  9. Funding arb
    Top three carries
    36s
Verdict
MIXED3 hedge pairsAll nine stages, first try, no fallback

SOURCES

127 sources, one stream.

98 RSS feeds, 23 Telegram channels, Hacker News and the daily papers; 45 X lists plus the following feed — about 2,000 accounts and 39k posts a week; plus WSB chatter and the odds on Polymarket and Kalshi.

127sources running
46karticles stored
39kposts from X a week
24/7capture, around the clock

The tape is a slice of the subscription list — pick a category to see its sources.

TRADE-GRADE

Not a news summary. A call with price levels.

Every ticker has a reading on 5 timeframes × 13 indicator families — 65 cells. No one scans that by hand; the model reads all of it and distills one decision: where to enter, where you’re wrong, where you take profit.

NVDA · illustrative tradeEntry / stop / target
09:3011:0012:3014:0016:001,205Target1,142Entry1,080Stop
IllustrativeIllustrative data, not live prices
Signal matrix · 5 timeframes × 13 indicatorsIllustrative
LongShortNeutralPoint at a cell to read it
AI call

1H and 4H agree, bullish: scale in on a pullback to 1,142 (fib 0.618 on the daily pivot), target 1,205, stop 1,080.

FUNDING · 21 VENUES

21 exchanges. One funding table.

Every five minutes every exchange’s funding rate is pulled again. The same coin pays a different rate on each venue, and the gap is the trade: when a spread crosses its threshold, or nears its historical 75th / 90th / 99th percentile, an alert fires and lands on the timeline.

110About 110 alerts a day, 12 or so of them near a historical extreme.
BTC · ETH · SOLbps / hour
BTCSpread 0.225 bps / hour
APR 19.7%
0
Low extended −0.100High pacifica 0.125
ETHSpread 0.265 bps / hour
APR 23.2%
0
Low extended −0.140High pacifica 0.125
SOLSpread 0.059 bps / hour
APR 5.1%
Low hyperliquid 0.100High kraken 0.159
Snapshot · 14 Oct 2026 00:45 UTCPoint at a dot to see the exchange

TRACEABLE

Every trade keeps a thread back to its source.

News goes into a report, the report yields a signal, the signal opens a paper position — and after the close the thread is still there, from the trade back to the report, the data and the original post. 8 paper books, over 5,200 trades so far.

On the timeline
ReportsPostsBreakingFundingOI anomaliesTrades

The timeline lines up reports, posts, breaking news, funding, OI anomalies and trades, minute by minute.

  1. Source
    TSMC raises 2026 capex
    X @trader · Reuters + 2 more
  2. Report
    Morning: the compute-capex theme holds
    Theme → long NVDA
  3. Signal
    1H and 4H agree, bullish
    Enter 1,142 · stop 1,080 · target 1,205
  4. Open
    Paper NVDA long · 1,142
    Sized by volatility · trailing stop follows
  5. Close · Traceback
    +2.3% · held 4 hours
    One tap back → signal → morning → 3 sources
IllustrativeThe thread is illustrative; the book and trade counts are real.

MODELS

Any model. Swap brains anytime.

Anything OpenAI-compatible plugs in. Each report gets a primary model and a fallback: if the stream goes quiet for three minutes, the fallback picks up and keeps writing. API keys are encrypted with AES-256-GCM on the server and never sent to the browser.

Tap one to swap it inopenai-compatible

Chat switches models per session too — no restart, no reload.

Primary → Fallbackstream wall · 3:00
PrimaryFallbackStalled 3:00Fallback takes over and keeps writing
Keys encrypted at rest · never leave the serverAES-256-GCM