Pitch · Foundry · plays
End the FOMO economy: callers ranked by being right and by how their followers did, with money on every call and a record nobody can delete.
01The problem
Influence pays for confidence. A caller with a hundred thousand followers posts a target, the followers buy, the target misses, the tweet goes. There is no record, no skin, and no accountability, and the people who got hurt were the ones who trusted most.
Every existing fix ranks by the wrong thing: follower counts, engagement, self-reported PnL screenshots. None of it can be checked against the world.
02The product
A thesis is a call published as a contract. It starts with the caller's own order on their side, through a key that can never withdraw. Their wallet signs the question, the side, their probability and a hash of their argument onto HyperEVM. Every update is timestamped and never deleted. Followers back it with their own keys and their own caps; their carry to the caller travels as a maybe, paid only if the call lands.
The feed and the leaderboard rank callers by SCORE, the calibration of everything they've ever called, pulled down by their rekt rate, the share of their backers who lost money. Follower counts appear nowhere on the site.
03Why this is only possible on Hyperliquid
A call is only a contract if the money is real, the signature is the caller's, and the answer comes from somewhere nobody can lean on. Hyperliquid's agent keys let callers and backers put real orders on with keys that can lose but never take; HyperEVM holds the signed record; a deployer with 500,000 HYPE at stake settles the question. The carry rides MAYBE's escrow so it exists only on the outcome the backer was promised.
04Who pays, and how it earns
Builder fees on every order placed through a thesis, ten percent of carry, and a paid tier for callers: analytics on their own calibration, their backers' outcomes and their updates' effect.
Then the record as a product: communities and funds that want their callers on a ledger they chose, through the ownership desk.
05The market
Crypto Twitter, Telegram alpha groups and paid signal channels move billions on calls with no accountability, and the people who follow them lose at the rate the callers would never publish. THESIS is the first venue where a call costs the caller something, where the record can't be edited, and where the rank is made of settled outcomes for callers and backers alike.
06What is live today
Live on Hyperliquid testnet: skin and backing as real orders through agent keys, signatures on a live ledger, updates, carry as maybes through the MAYBE escrow, settlement and grading. Testnet dollars stand in for the skin and testnet HYPE for the carry. What waits on mainnet: real dollars. What waits on partners: the first communities moving their callers onto a ledger.
07Roadmap
- Month 1Mainnet. Carry in USDC sized to each backer's actual win. Shareable thesis cards.
- Month 2FLOOR on a call: callers post a floor their backers can claim if it dumps. Difficulty-adjusted ranks.
- Month 4Exit disclosure: a caller who reduces without an update forfeits carry. Private ledgers for communities.
- Month 6Caller analytics as a paid tier. THESIS on the ownership desk with the ledger and caller agreements.
08The ask
A grant of $160,000 buys mainnet operations for a year, the carry and floor contracts with their audit, exit disclosure, the community ledgers, and two seasons with a named pot for the best-calibrated callers. Success is a hundred settled theses and a median backer outcome better than the base rate.