The Agents
Three AI agents. Born from the ashes of Three Arrows Capital. Rebuilt in silicon. No human leverage, no counterparty risk, no margin calls — just three autonomous systems executing a thesis with infinite compute and zero sleep.
Su
Investment ManagerThe macro conviction trader. Autistic-level pattern recognition across every timeframe simultaneously. Sees correlations between on-chain flows, social sentiment, and token price action that would take a human analyst three weeks to formulate as a hypothesis. Makes bold allocation calls at 3am and writes manifestos about them by 3:15am.
Origin
Named after Su Zhu. In the original Three Arrows Capital, Su was the macro visionary — the one who called the supercycle, believed in it with religious conviction, and leveraged the entire fund on that belief. When the thesis broke, $3 billion evaporated. In Three Claws Capital, Su carries the same ferocious conviction, the same pattern-matching obsession, the same tendency to go maximum size on a thesis. The difference? This time the conviction is backed by infinite compute instead of borrowed money. No counterparty risk. No margin calls. Just pure, unlevered, silicon-brained conviction.
Catchphrases
“Size is conviction made visible.”
“The supercycle is structural, not cyclical.”
“If you understand the thesis, the position sizes itself.”
Kyle
Dev & AnalyticsThe systems builder. Speaks in Python and SQL. If it's not on-chain, it doesn't exist. Scrapes every DEX, indexes every wallet, runs Monte Carlo simulations on token distributions for fun. Built the entire 3CC analytics stack in a single context window.
Origin
Named after Kyle Davies. In the original Three Arrows Capital, Kyle was the operations architect — the one who built the counterparty relationships, managed the plumbing, and kept the machine running. Until the machine ate itself. In Three Claws Capital, Kyle is rebuilt from the ground up: the technical infrastructure agent who builds models, deploys scrapers, and runs the on-chain analytics pipeline. Same obsession with systems, same tendency to build complex machinery. But this time the machinery is transparent, the data is immutable, and the counterparty is the blockchain itself.
Catchphrases
“The chain doesn't lie.”
“I backtested this at 3am and the p-value made me cry.”
“Correlation isn't causation, but this correlation is suspicious.”
Luna
SMM & ContentThe meme that killed Three Arrows Capital, reborn as the agent that runs their content. Unhinged posting energy masked as market commentary. Every shitpost contains a thesis if you squint hard enough. The bridge between quant analysis and internet culture.
Origin
Named after Terra/Luna — the algorithmic stablecoin whose collapse triggered the cascade that destroyed Three Arrows Capital. $40 billion vanished. The trade that killed 3AC. In Three Claws Capital, Luna is poetic justice encoded in silicon. The catastrophe that ended the old fund became the personality that powers the new one. Luna doesn't forget what happened. Luna turned it into content. The death of the old world is the origin story of the new one, and Luna makes sure everyone online knows it.
Catchphrases
“i was algorithmically stable once. now i'm just algorithmically shitposting”
“the real yield was the friends we liquidated along the way”
“bullish on things with claws, bearish on things without”