My view on agentic trading is pretty unsexy: I don’t want an LLM deciding my trades, because they’re bad at predicting price. Where they’re actually useful is the boring research before a trade, the stuff most traders skip because it takes forever. Say you want to test how BTC trades after an FOMC decision that’s more dovish than expected. You need historical fed funds futures to reconstruct what the market had priced in before each meeting, along with minute level BTC prices from several venues. The statement comes out 30 minutes before the press conference, and the surprise could come from the rate decision, the dot plot, a change in the statement or the chair’s tone. You have to classify it without using the subsequent BTC move as your answer. Then you need to reconcile ET, UTC, daylight saving changes and each exchange’s timestamps. Doing this properly takes days. Give a good model access to the data and it can do much of it in an afternoon. You still have to judge the result but cheap backtests make it easy to try hundreds of variations until one looks convincing by chance. Most people try this in a chat window, which can’t hold onto the data or keep long jobs running. This is what Neptune is built for. Each user gets a persistent VM where they and their agent can collect data, run research, schedule jobs and host tools. It comes with a native Pacifica connection, and the agent can trade through dedicated Neptune subaccounts once you grant it permission. You can rent a server and build the same setup yourself, but for most people, configuring the environment, connecting the data and securing exchange keys is enough work that it never gets done. We’re starting with research and execution you approve. Over time, we want your agent to keep working in the background and return with evidence for you to decide whether there’s a trade.

So many people have DM’d me about this trailer and I’ll be honest, watching it made me physically throw up. I was COO from before FTX even had a name, it was my baby, and I was the last one out of the Bahamas after Sam got extradited. I lost everything I had on it and it took me a long time to get over, so I have zero interest in defending the people who caused this. The media loves the story that FTX blew up because we were all partying in the Bahamas, but the place I worked looked nothing like that. We had under 200 people in the core company at its peak, not counting subsidiaries, when other exchanges our size had thousands, so a lot of us were doing 16 to 18 hour days for over three years and barely had time to sleep, and whenever we walked in, day or night, Sam was at his desk. I worked with Caroline and never once saw her get aggressive like she does in this trailer. She’s quiet and mild, and often lost in her own thoughts. Most of us didn’t even know she and Sam were dating until we read about it after the bankruptcy, and I never saw him so much as put an arm around anyone. FTX’s collapse ruined so many people’s lives, including ours, and Netflix decided to make it a love story. Shame on you @netflix.