+0.0
net board stance
what this means
1.0
-0.0% · close 2026-09-08
+0% / +0% / +0%
1m / 3m / 12m
-90%
vs SPY since 2022-04-23
68%
of 52w range · -0.0% off high
0/1
hit rate as primary · α +2
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 46 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. 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 α +2.3. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🪙 Decentralized collateral-backed stablecoins have proven peg-resilient | ▲ LONG | primary | PARTIAL | +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
BR
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.