Serenity's Alpha Died the Day It Went Public
A friend pinged me at midnight asking whether we should build a bot to follow Serenity, the supply-chain researcher who blew up on X, in and out of his trades. My first reaction was that it was pointless: a strategy that actually compounds gets quietly levered up, not broadcast. But by the end of the night I'd changed my mind. There is something worth distilling here — it just isn't in his holdings, it's in the order he asks his questions. So we turned that process into an open-source skill.