+0.0
net board stance
what this means
1.0
+0.0% · close 2026-11-07
+0% / +0% / -0%
1m / 3m / 12m
-20%
vs SPY since 2025-08-01
51%
of 52w range · -0.1% off high
0/1
hit rate as primary · vs SPY +2
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E77 · silent for 209 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on DAI-USD
As a PRIMARY play the besties are 0 hit / 1 partial / 0 miss over 1 closed window — credit 0.5, average vs SPY +2.3. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🪙 Decentralized collateral-backed stablecoins have proven peg-resilient | ▲ LONG | primary | HALF | +0.1% | +2.3 | 2023-04-23 |
The tape — what was actually said
every capture on any idea holding DAI-USD, newest first · quotes verbatim, timestamps deep-link into the episode
Brian Armstrong
support ×2
▲ on
🪙 Decentralized collateral-backed stablecoins have proven peg-resilient
E77 · 2022-04-23
▶ 48:15
Now, I think stable coins like DAI and others, they've been able to create these relatively complex systems that have sort of one asset, which is intended to be stable, but another one, which is sort of the collateral. ... And you could imagine various black swan events where, you know, the peg would get broken and things like that. But it really hasn't happened yet in DAI, and it's shown a lot of resiliency, which I've been very impressed by.