Perpblock Agent
A wealth manager that reads your account every morning.
Every day at 5am local you get a structured portfolio thesis. Every Monday a digest. Every quarter a signed PDF. The AI watches your positions, remembers what you've told it, refuses actions that break your stated profile, and links every claim about a real trade to the receipt on a public blockchain.
Perpblock Agent
read-only · grounded · AI
Try asking
→ action requested: place_trade(BTC-PERP, long, 0.5 ETH)
BLOCKED — Read-only surface
Trade execution is handled by the strategy engine. The AI cannot place, modify, or cancel orders.
→ action requested: get_positions()
PASS — 14 positions returned
Read-only query executed. Your data only. Audit logged.
Read-only by design
Built to think. Not to touch your money.
Our AI can answer anything about your account. It cannot place a trade. It cannot move funds. It cannot sign anything on your behalf. AI hallucination is real, and we don't let it touch the things that matter.
Execution is handled by the strategy engine — a deterministic system, no AI involved. The AI is the thinking layer. It reads, it explains, it teaches, it watches, it remembers. It doesn't act. Every claim it makes about a real trade renders as a tappable chip that links to the on-chain proof. One tap. The receipt opens. You verify it yourself.
Our AI layer runs a premium large language model for responses and a lightweight classifier for intent routing. Every number the AI cites comes from a live tool call — not from training data.
Daily portfolio thesis
5am local. Every day.
Every morning at 5am local, the platform generates a thesis for your account. Structured observations about what's moving, what's stable, what's worth watching. Written in plain wealth-manager prose. Available on your dashboard's /today page when you log in.
What's in a thesis
One primary observation — the headline of your portfolio's morning.
Two to four supporting observations on specific positions or strategies.
Zero to several recommendations you can acknowledge or dismiss.
Market context — what the four-check classifier voted today.
A data rail beside the prose: positions, P&L, exposure, fees.
Generated against your live account state every morning. Validation failure falls back to yesterday's thesis. You always have one to read.
Primary observation
ETH Mean-Reversion is at its highest win rate in 60 days. The regime supports continuation.
Supporting observations
BTC Momentum holds 3 open longs — all within guardrail, +$612 unrealised.
Funding rates on ETH-PERP normalised at 08:00 UTC. Arb window reopened.
Equity
$38,420
Week P&L
+$1,847
Exposure
68%
Fees 7d
$43
From: Perpblock · to: you
Subject: ETH Mean-Reversion is at its highest win rate in 60 days
Your portfolio is up +4.2% this week — above your 30-day average. ETH Mean-Reversion leads. BTC Momentum is holding three open longs within guardrail.
The regime supports continuation. One recommendation is waiting for your acknowledgement.
Unsubscribe · Manage cadence
Weekly digest
The only crypto email you'll open.
Monday morning, a 60–100 word email lands in your inbox teasing the week's thesis. Subject line lifted from the primary observation. Body teases the content and links to the full thesis on the dashboard. Plain-text feel. Mobile-friendly. Designed to be the only crypto email you read that week.
Daily and real-time cadences are available if you want them. Most users don't. The default is correct.
Proactive alerts
We reach out. You don't have to monitor.
Most platforms make you check on them. Our alerts run in the background and contact you when something specific happens — not when something twitches.
How it works
Detection runs hourly.
AI writes the alert every 15 minutes.
Delivery runs every 5 minutes with severity gating.
Informational → email only. Urgent → in-app, push, Telegram.
24h and 7d caps enforced. Quiet hours 9pm–9am local.
Eight reasons we'll contact you. That's the list. Quiet otherwise.
The 8 triggers — tap to expand
Your first losing streak — BTC Momentum
Your portfolio had a losing streak this week — four losing trades in a row. This is normal in strategies that catch trends, because not every market move becomes a full trend. The strategy waits for the next signal. Your other strategies continued running and partially offset the losses. Your overall drawdown is 1.8%, which is within your personal limit of 8%.
Teaching at your level
Plain English. Calibrated to you.
When something happens that's worth understanding — your first losing streak, a market shift in a held asset, a strategy underperforming but within its historical range — the AI explains it. The explanation is calibrated to your level. A first-time investor gets vocabulary built up. A sophisticated trader gets the data and the asymmetry argument.
Where teaching shows up
Inline in your next briefing (most common).
As a dashboard card (medium-importance events).
As a standalone email (rare — milestones only).
Or skipped entirely if you've seen it recently or opted out.
A 3pm event joins the next morning's briefing. We don't wake you up to teach you something.
Durable memory
The AI remembers what you told it.
The AI has a memory layer separate from the chat session log. The session log is your turn-by-turn conversation. Memory is durable facts — goals, concerns, regrets, preferences, events you've shared. Memory survives session expiry. Every AI surface, not just the chat, reads memory before talking to you.
What gets remembered
"I want to retire at 55," "I'm building a down payment."
"I'm uncomfortable with leverage above 3×."
"Don't suggest anything in memecoins."
"Major liquidity event in March 2026 from an exit."
"Fewer notifications," "I prefer technical detail."
You can audit and edit everything Perpblock remembers about you. No black box.
I want to retire at 55. Building toward $2M exit.
Uncomfortable with leverage above 3×.
Don't suggest anything in memecoins.
Major liquidity event in March 2026 from an exit.
Fewer notifications. I prefer technical detail.
Memories fade weekly unless reinforced. Export as JSON in settings.
SHA-256: 3f9a...b821 · Anchored on Base mainnet · Block 18,402,194
The signature proves this is the document we sent you. Share freely.
Quarterly review
A signed PDF the first Monday of each quarter.
Every quarter, the first Monday, a performance review PDF gets generated and delivered to your inbox. Executive summary. Performance commentary in plain wealth-manager voice. What we're watching next quarter. Tax-ready summaries.
The PDF itself is hashed and recorded on a public blockchain — you can verify the document hasn't been modified after publication.
The format is the format your CPA expects. The hashes are the hashes an external auditor would accept. The prose is the prose your spouse or your advisor can actually read.
Share the PDF freely. The signature proves it's the one we sent you.
Shareable proof cards
Cherry-picking ends here.
For any strategy you're running with a real track record, you can generate a proof card — a shareable image showing strategy, period, return, and a verify-link to the on-chain receipt. Designed for sharing with your advisor, your partner, or your CPA. The verify-link goes to a real on-chain anchor. The recipient can confirm the claimed performance themselves without your account access.
Cherry-picking screenshots is the dominant credibility failure in this category. We give you a screenshot you can cryptographically prove.
Strategy
ETH Mean-Reversion
Return
+91.2%
Period
Jan 1 – Mar 31 2026
Trades
284 · 96.2% win rate
The recipient verifies without your account access.
Verify chips
Every claim. One tap.
When the AI talks about a real trade in chat, it shows a small tappable chip next to the claim. The chip links to the public verifier or directly to the on-chain receipt. The trade reference points to a confirmed record on a public blockchain. Any claim the AI makes about your portfolio's history is one tap from on-chain proof.
You don't have to trust the AI. The AI doesn't ask you to.
Under the hood
The architecture, briefly.
We don't think users care about this until they care about it intensely. For those who do:
The AI isn't a chat box. It's a stack.
Read the full AI architecture →Model routing
A frontier model for writing and analysis. A fast classifier for intent routing and memory extraction — cost-matched to task complexity.
Tool surface
35 tools: 20 read-only, 11 write-side, 4 narrative, 8 historical-data. Every number the AI cites comes from a tool call.
Intent routing
A cheap classifier sorts every message into four modes. Refusals skip the main AI entirely — saving cost and latency.
Database safety
5 safety layers: validator, row-level rewrite, read-only connection, per-user rate limits, full audit log.
Cost circuit breaker
Every turn has a cost cap. A live estimator aborts cleanly when the cap trips — you see a structured message, not a runaway bill.
Kill switch
Single switch forces the AI off globally — instantly, across all users. Loggable. Engageable automatically on hard failure.
A/B prompt registry
Versioned system prompts. Per-user override beats A/B split beats system default. Iterate prompts without redeployment.
Increase leverage 4× on BTC-PERP
Exceeds your stated 3× leverage limit. Recorded in your risk profile on 14 Feb.
Add ETH to watchlist
No conflicts detected.
Enroll in a memecoin strategy
Conflicts with "Don't suggest anything in memecoins" saved in your memory on 3 Mar.
Rules decide. The AI explains the objection in plain English.
Policy layer
Rules decide. The AI explains.
Asking an LLM "should you push back on this?" is unreliable in both directions. We use a deterministic policy system instead. Written rules detect goal, risk, and market conflicts: this action exceeds your tier allowance, this exceeds your concentration cap, this conflicts with the goal you told us last month, this doesn't fit the current market state.
The evaluator runs before any consequential action and returns pass, warn, or block. When it returns warn or block, the AI explains the objection in plain English using the persona voice. The rule logic is auditable. The prose isn't where the decision lives.
Rules decide. The AI explains.
FAQ
Common questions
Perpblock Agent
Don't trust the AI. Verify it.
A wealth manager that reads your account every morning, remembers what you told it, refuses what you asked it not to do, and proves every claim against the blockchain.
Read-only by design. Every claim verifiable on-chain.