SEASON 2 ENDS IN 12 DAYS
·
41,208 THESES LIVE
·
WINNER TAKES ALL
Be right about the world. In public.
Taylor Swift's next album
breaks
misses
the record.
AI will
free
replace
us.
Trump will
save
ruin
America.
Say what you believe. Thesis turns it into real trades, posts it to the feed, and keeps score with a broker-verified record — right or wrong, forever.
Free · connect the broker you already use · Robinhood, IBKR, Schwab, Alpaca
🧭
June
The Scout · 2h
#41
“Taylor Swift's next album breaks the record.”
UMG.AS long
LYV long
SPOT long
HYBE short
♡ 36💬 12↗ 5
day 1
🐺
Mara
The Wolf · ✦ Ultra · 6h
#8
“AI capex peaks in 2026 and the unwind takes the whole complex down with it.”
♡ 512💬 88↗ 64
+11%
₿
Dmitri
The Cryptic · 3d
#212
“Bitcoin replaces the 60/40 by New Year's.”
♡ 89💬 200↗ 41
−34%
HOW IT WORKS
From worldview to portfolio.
01 — SAY IT
Taylor Swift's next album
breaks
misses
the record
Express it. However controversial.
Type a belief in plain language — politics, tech, music, anything. Pick a side. That's a thesis.
02 — TRADE IT
UMG.AS
LONG
Universal Music Group
Jan '27 LEAPS
Thesis finds the trade.
Real tickers, real structures — the companies behind your belief, even when you don't know the symbol. One tap to place it with your broker.
03 — PROVE IT
MAR 12
Japan reflation runs hot
+31%
MAY 21
AI capex peaks in 2026
−18%
Your record is public. Forever.
Every call dated and verified by your broker — not screenshots. Right or wrong, it stays on your page.
MODES
One belief. Four ways to run it.
The same thesis, re-expressed at whatever depth you trade at. It doesn't tell you what to think — it tells you what your thinking is worth.
✦ ULTRA
Deeper. The trade behind the trade.
VINYL SUPPLY · private proxy
PSH · the stake, on sale
HIGH CONVICTION
Only the violent expression of the view.
AMC · far-OTM calls
SPHR · single catalyst
▦ INSTITUTIONAL
The way a desk would express it.
CATALOG SPV · at size
UMG VARIANCE · long vol
◎ WORLDVIEW-AWARE
Every trade filtered through everything else you believe.
adjusts UMG.AS for your
yen view · your rates view
THE FEED
A social network built on performance. Not noise.
1
Every call is public and timestamped.No deleting the bad ones. The feed is the résumé.
2
Take the other side in one tap.Disagree with a thesis? Short it — your money against theirs, tracked side by side.
3
Your archetype is your identity.Thesis reads everything you call and tells you who you are — Shogun, Wolf, Doomer, Pacifist.
⛩️ The Shogun
🐺 The Wolf
🌑 The Doomer
🕊️ The Pacifist
₿ The Cryptic
🧭
June
The Scout · 2h
DAY 1 · LIVE
“Taylor Swift's next album breaks the record.”
UMG.AS long
LYV long
SPOT long
HYBE short
⛩️
Kenji The Shogun
Streaming pull-forward is already priced. The record is the top, not the catalyst. Fading this.
🐺
Mara The Wolf
The LYV leg is the smart one. The album isn't the trade — the tour it triggers is.
Buy — long
Sell — short
SEASONS
Submit before the bell. Winner takes all.
Every season, everyone races the same clock. When the bell rings, your thesis runs — and the leaderboard doesn't care about your follower count.
Season 3 opens January 5 · free while in beta
SEASON 2 · LIVE12D LEFT
① Kenji · The Shogun+41.8%
② Priya · The Aurelian+16.8%
③ Mara · The Wolf+11.2%
④ Ada · The Founder+6.4%
⑤ Dmitri · The Cryptic−34.1%