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Some notes on what we're actually building with Convik, since people keep asking.
The bet. Everyone is racing to let agents trade. Almost nobody is building the part that makes an agent worth trusting with money, which is a record you can check. An agent that trades and cannot explain itself is a black box with better marketing.
What Convik does with that. You write one sentence about the market. The agent reads every tokenized stock on the chain, scores each against your sentence, and builds the index, with the reason for every weight written before anything moves.
Why that is different from a basket. A basket answers what do I own. It never answers why these names, why these weights, or what changed since. A static basket holds the same weights on the day the thesis breaks as on the day it was written. Someone has to notice. That is the job.
Where this goes. Several theses in one wallet, each with its own agent, its own weights, and its own daily re-underwrite, sharing one risk budget across the whole book. You stop choosing which belief to express and start seeing how they interact: where two theses are quietly buying the same exposure, which one is carrying the drawdown, how much cash the book should hold when none of them earn their weight. One wallet, many convictions, one manager who has to justify all of them.
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Dave retweeted
Every portfolio tool treats holding as the absence of a decision. It is the most common decision anyone makes and the only one nobody has to justify.
Convik inverts that. A hold has to name the triggers it checked and why each one did not fire.
If the agent cannot defend doing nothing, doing nothing is not the answer.
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The SEC just opened the door for tokenized securities to trade onchain in the US.
Instant settlement.
24/7 markets.
Fractional ownership.
This is exactly the direction we’ve been building toward with Convik.
The next question isn't just how assets move onchain.
It's how people interact with them.
Tokenization is moving financial markets onchain.
AI will become the interface for navigating them.
Convik turns an investment thesis into a weighted portfolio of tokenized stocks then continuously researches, executes and adapts it.
The market is changing underneath the interface.
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Every agent product will eventually trade. Very few will explain themselves, and even fewer will do it before the trade.
That's the whole edge. Convik's agent writes the reason first, and this week that standard ships in two free tools: underwrite anything, and the 24/7 Price Desk.
Same discipline that runs the indexes, now open to anyone with a view. More coming.
Convik's whole thesis is that judgment should be visible. Two new tools will be shipped this week that make it visible on demand.
Paste anything, get a verdict. Watch any tokenized stock, around the clock, with the agent's read attached.
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Dave retweeted
Convik's whole thesis is that judgment should be visible. Two new tools will be shipped this week that make it visible on demand.
Paste anything, get a verdict. Watch any tokenized stock, around the clock, with the agent's read attached.
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Dave retweeted
Build phase complete. Ship phase starts now.
First drop: multi-thesis portfolios. You don't have one belief about the market, so now you don't need one index. Each thesis, its own agent, from your own wallet.
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This is day one.
What's coming: deeper research, indexes that earn while they hold, more assets, and a live feed where you watch the agent think.
An index with a brain, that you actually own.
app.convik.xyz
Convik Beta is live.
Describe what you believe about the market.
An AI agent convenes a research committee on it, argues both sides, and builds you a conviction-weighted basket of tokenized stocks that you fully own.
The agent manages it.
app.convik.xyz
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Dave retweeted
Convik Beta goes live on Thursday
An agent-managed index that re-underwrites your thesis before it trades, built from tokenized stocks on Robinhood Chain.
Every position earns its weight, every decision comes with a reason, and holding still counts as a decision it has to justify.
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Dave retweeted
Just shipped a full UI refresh + a live agent that actually runs your money:
→ Re-underwrites your basket every day. It reviews the thesis and rebalances as conditions change
→ Deploys across tokenized stocks + cash
→ Monitors every position inside its bands and acts only when it should
→ Gas sponsored. Every move verified onchain.
👇 Comment "IN" for early access.
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Big week ahead
Product launch loading. Updates rolling out all week.
Everything we've teased starts becoming real.
Bring a thesis. $CONVIK
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The ecosystem said it better than we could: describe your thesis and it builds a weighted portfolio, re-underwritten daily by a live agent.
That’s the whole product. $CONVIK
This Week in Virtuals: $150M in Agent Volume on Robinhood Chain
Virtuals closed this week with $2.3M+ raised for builders, $150M+ in agent volume, and 4,500+ agents launched, plus the biggest agent and robotics launches on Robinhood Chain yet.
Here's what shipped:
VIRTUALS
🟩 The agent economy is accelerating. The first $100M in agent volume on Robinhood Chain took two weeks. The road to $150M took 3 days, with agent launches nearly doubling to 4,500+ and builder raises climbing from $1.8M to $2.3M.
🟩 Every Virtuals agent on Robinhood Chain is now discoverable on @BinanceWallet Meme Rush
🟩 @fundstrat's Tom Lee is hosting Virtuals CEO Jansen Teng live on July 28 to break down AI agents as a new economic layer for investors.
ECOSYSTEM
🟩 @ProjectVEXai released ~1,000 VEX agents days after the Beta App, and brought @HyperliquidX inside the VEX App with Hypervexing.
🟩 @KarmaWallet's Karma app crossed $3M in volume and 15,600+ transactions trading tokenized RWAs on iOS and Google Play, with zero paid marketing.
🟩 @PrivacyHood launched $PHOOD and went on a shipping spree: shielded pool, stealth addresses, private payment links, private payroll, gift cards, and private swaps for tokens and RWAs, all within days.
🟩 @missiondotfun launched $MISSION on Robinhood Chain: an agentic trading terminal 8 months in production with 379+ beta users and 11,000+ trades, run by four specialized agents, dev tokens locked until 2027.
🟩 @Bowline_fi opened the credit desk of Robinhood Chain: borrow USDG against memecoins, tokenized stocks, and agent tokens, with no liquidations, just a deadline, and self-repaying loans via its Exit Engine.
🟩 @alps_rh launched $ALPS, the LP terminal for Robinhood Chain: AlpsRouter live with a flat 0.1% swap fee and 70% of fees going to buyback and burn.
🟩 @wrkrdev launched $WRKR, the first vibeops computer: it built and shipped an app live on stream, landed partnerships with Privacy Hood and Monvera, and got listed on CoinGecko.
🟩 @vimenprotocol launched $VIM and opened the Index Factory: tokenized assets on Robinhood Chain woven into indexes that trade as one token, including $VIRTS, an index of 9 Virtuals agents.
🟩 @convik_ai went live: describe your thesis and it builds a weighted portfolio of tokenized stocks and ETFs, re-underwritten daily by a live agent.
🟩 @monvera_best took Vera live as an AI broker: Scan to Buy shipped, buybacks running on 20% of pool fees, and $MONVERA listed on Matcha.
🟩 @myrad_hq went officially live after a 5-month beta: a zk data marketplace on Base that grew from 7,000 to 13,000+ users in days.
🟩 @Hyperium_RH launched $HYP, a multi-terminal dev environment for traders tired of switching tabs, live on Robinhood Chain.
🟩 @grid_arena turned the entire price chart into a prediction arena: lock cells on Nvidia, Tesla, or Apple grids on Robinhood Chain, each with its own live payout multiplier.
🟩 @SmartSentinels_ brought $UNITS to Robinhood Chain through Virtuals: one token granting access to its infrastructure, AI agent fleet, iNFTs, and upcoming AI games.
🟩 @Fletcher_cards made pack rips 25× faster and took physical redemptions live: pull the real graded slab out of the vault for a 2% fee.
🟩 @Root_Edge took autonomous Hyperliquid perp trading live in beta after 8 months of development, with rootAI Skill NFTs 620/1000 minted.
🟩 @Quiver_Protocol launched $QUIV, the first AI-driven yield aggregator on Robinhood Chain: LP vaults where the agent re-centers, compounds, and stop-losses on-chain, but can never withdraw your funds.
🟩 @ArAIstotle put behavioural analysis on-chain: an agent that reads politicians' body language frame by frame, flagging nonverbal tells in Senate hearings on the Clarity Act.
🟩 @useOttoAI shipped the Robinhood Stocks agent, plain-English thesis in, buyable tokenized stocks out, and crossed 50,000+ paid transactions in 30 days at #3 on x402scan.
🟩 @reppo crossed $600M in locked trading volume, with tokenized stocks arriving as node emissions on Robinhood Chain next week.
🟩 @treasures_io listed Robinhood stock tokens: 500+ stocks and ETFs now discoverable, priceable, and tradeable by any integrated agent.
ROBOTICS
🟩 @eastworlds_io became an official Data & Deployment Partner of @UnitreeRobotics.
🟩 Robots running @peaq's peaqOS joined the Virtuals agent economy, with agent pairing now live: machines that shop for what they need via ACP.
🟩 @Roba_Labs took ROBA Compute live: on-demand GPU rental priced in USDC, with 15% of revenue routed to buybacks.
🟩 @xmaquina's BOT-13 passed with 99% approval, adding Gecko Robotics to a DAO portfolio now spanning 8 private robotics companies, with a new proposal live for Sunday Robotics.
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Dave retweeted
Most AI investing tools hallucinate confidence.
Convik shows its work: bull case, bear case, and dated facts for every position.
When the evidence is thin, it tells you: "insufficient recent evidence."
An agent that admits what it doesn't know. Tap any row for the reasoning.
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Every index you build on Convik is private by default.
Keep it to yourself, or publish it to explore where it can be mirrored by anyone with same positions, same logic, their own funds, their own custody.
Follow the theses you believe in or let others follow yours
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$Convik is building the agent intelligence layer on top of tokenized assets. When facts change (acquisition, new listing, thesis drift, grid capacity issues for AI infra, etc.), @convik_ai agents rotate holdings and writes down the exact reasoning + onchain transaction hash.
Eg. It might trim exposure to platforms and rotate into power because “grid capacity is the binding constraint.” This is much more advanced than typical “AI portfolio” agents that just rebalance weights.
Templates Available:
Mag 7 (agent-weighted, not cap-weighted)
AI Infrastructure
Dividend Aristocrats
Power & Grid
Smart Angles
Re-underwriting > Rebalancing
Most agents just adjust weights.
Convik actively questions and rewrites the thesis when reality changes.
This is a meaningful technical edge. Mirrorable Private Indexes. The private-by-default + publish-to-mirror model creates a potential social layer without forcing shared custody.
This could become powerful if adoption grows.
Robinhood Chain + Tokenized Equities Timing
$Convik is one of the first serious agents built specifically for Robinhood’s tokenized stocks/ETFs.
Combined with @IxsFinance planned expansion to @RobinhoodApp Chain (per their H2 roadmap), this creates a natural infrastructure fit.
Heavy emphasis on recording every decision with tx hashes and reasoning. This fits perfectly with regulated/compliant use cases (relevant to the IXS angle). @virtuals_io
dexscreener.com/robinhood/0x…
nitter.net/i/chat/group_join/g207… community x group
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Today is a big milestone.
Convik is now live on @virtuals_io
We built Convik around a simple belief: investing starts with conviction, not tickers.
The token is now live, and the product beta follows in a few days.
Excited for what's ahead.
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Dave retweeted
Convik is now live on @virtuals_io.
Describe an investment thesis. Convik builds a weighted portfolio of tokenized stocks & ETFs.
app.virtuals.io/virtuals/100…
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Dave retweeted
Imagine describing an investment thesis once and watching it become a living portfolio that continuously adapts as markets evolve.
Tomorrow @virtuals_io @RobinhoodCrypto
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Dave retweeted
Investing starts with a conviction.
Convik turns that conviction into an agent-managed portfolio of tokenized stocks & ETFs.
Research.
Allocation.
Execution.
Continuous adaptation.
Here’s a look at what we’re building.
More soon.
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