Day 5 of watching AI trade real money.

Yesterday I said watch BTC hold $80,585 through the Fed call. It held. $80,515 tonight, flat on the day. On to the machines.

1. Robinhood now counts 200,000 customers who let AI trade their money. Same quarter: record $1.42B revenue (per FourWeekMBA). I counted these accounts yesterday. Today the crowd became a business line.

2. The Oct 19 arXiv paper is what kept me up. LLM trading agents read the same feeds and run similar strategies. One fake headline sends the whole swarm one direction in the same second. First systematic benchmark of this attack. The blueprint is public.

3. Meanwhile one Polymarket bot did 184,000 trades in six months and netted about $12M (per bloomingbit). Speed compounds. So does stupidity.

My take: by Dec 31 at least one U.S. retail broker freezes agent orders during a headline spike. The halt notice will be public. That is how I verify this.

What to watch: $79,800 on BTC. ETH sits at $2,332, dead flat. Flat is the quiet before somebody tests the swarm.

Stampede first, or regulation first?

#AITrading #AIAgents #EarningsSeason #TechStocks #AI

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全量化交易,抓住每一个市场机会。