Two new exciting projects: future proof instant spending blockchain & copy trading with equity & futures options

Strategic Project Summary

Over the past year, I deployed capital and research effort into two major strategic finance and technology initiatives focused on the future of systematic investing, liquidity infrastructure, and automated execution systems.

Project 1 — Blockchain Liquidity Infrastructure & Tactical Portfolios

The first project emerged from discussions at the CMT Symposium and focused on integrating tactical investment portfolios with blockchain-based financial infrastructure.

The concept explored how systematic portfolios — including CAN SLIM and tactical allocation models with Lutey Value Buffet Methodology— could eventually be tied to a secure blockchain framework such as the proposed Lemonchain structure associated with Ralph Vince.

The broader objective is to create a system where investment holdings become dynamically liquid and usable in real-world transactions without requiring traditional liquidation delays. In this framework, portfolio holdings could potentially be connected to blockchain settlement rails that allow rapid conversion into spendable capital while maintaining exposure to systematic investment strategies.

The long-term vision combines:

• tactical portfolio management, such as support vector machine (SVM) driven recommendations following tactical business cycle and macro environment scans
• blockchain verification, tying to existing blockchain structures like ethereum -
• future proof technology that is un hackable. 
• digital liquidity, such as instant payment wallet from equity holdings - 
• and real-time financial utility such as following automated portfolio decisions like CAN SLIM or Lutey Value Tactical Warren Buffet - or automated decisions following the Lutey Recession Rule with spendable debt or equity assets verified and secured by the future proof blockchain. 
• into a unified investment infrastructure - tied to your smart device. 

Project 2 — Automated Options Execution & Copy Trading Systems

The second project developed from discussions in Los Angeles involving tactical trading systems, automated execution, and ideas connected to John Bollinger.

The focus of this initiative is solving one of the largest challenges in systematic trading:

how to consistently replicate options-based trading strategies at scale.

Unlike stock portfolios, options trading introduces additional complexity involving:

• strike selection,
• expiration timing,
• volatility exposure,
• liquidity,
• and account-specific risk management.
• Learn more from the $45 tradebook on the specific patterns that would like to be followed
• stay tuned for future updates on other methodology for options following such as:
• head and shoulders pattern recognition
• VPCI MA10 pattern trading rules 
• CAN SLIM passing stocks trading with technical analysis and options. 

The objective of the project is to study and eventually build an execution framework capable of translating systematic market signals into repeatable options structures using algorithmic logic.

Key research areas include:

• delta-based contract selection,
• underlying volatility consideration 
• time to expiration optimization,
• AI-assisted execution, following support vector machine (SVM)
• and build a scalable copy-trading infrastructure for options copy trading

The long-term goal is to either develop or acquire a proprietary options execution engine that can automate tactical decision-making and improve the scalability of systematic trading strategies.

Combined Vision

Together, these projects represent a broader strategic direction:

combining systematic portfolio management, automated execution systems, blockchain liquidity infrastructure, and AI-assisted financial decision tools into a next-generation framework for self-directed investing and trading.