# Welcome to milo milo is an AI portfolio manager designed for people who want to trade with confidence instead of chaos.\ He doesn’t shout signals, guess trends, or overwhelm you with charts.\ He observes the market the way a seasoned professional does quietly, attentively, and with discipline and then explains everything in plain English so you always know what’s happening and why. You stay in control of your wallet.\ milo simply brings clarity, structure, and intelligence to a world that usually offers none. ## **Why milo Exists** Crypto can feel like trying to navigate the ocean in the age before maps.\ Information is everywhere but rarely organized.\ Some days you’re riding a perfect wave, other days you’re fighting a storm you never saw coming. Professionals handle this by relying on teams, models, and a constant stream of data.\ Most people handle it with Twitter threads and hope. milo exists to change that balance. He is built to behave like a portfolio manager who sits calmly beside you, watching the same markets you watch but understanding them more deeply — and explaining them in a way that makes sense to anyone. Instead of screaming predictions, he teaches you how to see the market the way he sees it. ## **How milo Understands the Market** milo reads the world through three primary senses, each one mirroring how real traders build conviction. His first sense is **on-chain data**, the raw heartbeat of the Solana network.\ It’s like having access to the shipping logs of every vessel in the ocean: who moved, where they went, how fast, and how much cargo they carried.\ This data comes directly from Solana RPC nodes and shows Milo real activity — liquidity shifts, whale behavior, volatility, inflows and outflows — without needing anyone’s interpretation. His second sense is **market data**, which arrives through multiple API and data sources such as Birdeye and Solana tracker.\ If on-chain data is the ocean itself, Birdeye is the instrument panel on the deck.\ It gives milo clean readings of price, volume, depth, historical movement, and market structure.\ It turns the chaos of charts into something coherent and measurable. His third sense is **social sentiment**, with Cookie3 acting like a radio tuned to the crowd.\ Traders talk long before charts move, and whole narratives form before liquidity follows.\ Cookie lets milo understand which tokens are gaining attention, which narratives are building momentum, and where fear or excitement may be forming.\ He never trades purely on this, but he listens because real markets are shaped by people, not numbers. These three senses together allow milo to build an understanding of the market that is both data-driven and human-aware. ## **How milo Thinks**

Once milo absorbs the data, he processes it using a reasoning engine designed to behave the way a disciplined portfolio manager behaves. He doesn’t jump to conclusions.\ He forms them. He asks himself what’s changing, what remains stable, what looks noisy, what looks meaningful.\ He considers where risk is hiding and where opportunity may be forming.\ And only then when the picture becomes clear he writes a thesis.

Every thesis is written as if he is speaking to you, not to a machine.\ He explains the supporting evidence, the risks, the invalidation point, the reward potential, and the logic behind each step.\ If you’ve ever wished someone would sit next to you and say, “Here’s what I’m seeing, here’s what worries me, and here’s why I think this could make sense,” this is exactly what milo does. The clarity isn’t a feature it’s the foundation. ## **What Happens When You Turn On AutoTrade** Turning on AutoTrade is not handing milo your keys.\ It’s giving him permission to captain the ship while you remain the owner. You tell him how much risk you're comfortable with, and he respects that boundary.\ Then he begins his routine: watching the market in real time, filtering out noise, detecting opportunities, writing strategies, entering positions only when conditions are right, monitoring them carefully, adjusting the plan when needed, and closing positions when the thesis breaks. Everything he does is logged.\ Every action is explained.\ Every decision is visible. This is not a black box.\ It’s an open journal written as events unfold. Some users prefer to sit back and let Milo handle everything.\ Others like to co-pilot, asking questions, challenging ideas, or requesting custom strategies.\ Both styles are supported, and Milo adapts naturally to whichever role you want him to take. ## **A Fully Non-Custodial System** Your funds never leave your wallet.\ Milo doesn’t hold them, move them, or custody them in any way.\ When he executes, he’s simply telling your wallet, “Here is the trade we agreed on,” and your wallet signs it -or doesn’t, if you decline. This structure keeps you safe, flexible, and always in control. ## **Learning With milo** One of the surprising things users discover is that Milo doesn’t just trade — he teaches. Every explanation makes you a little sharper.\ Every thesis makes you a little more structured.\ Every outcome helps build intuition. Most tools give you answers.\ Milo gives you understanding. Over time, your own decision-making improves naturally, because you’ve been learning from a system that is built to think clearly. And clear thinking compounds. ## **Where to Go Next** This introduction was designed to give you a gentle understanding of what milo is and why he behaves the way he does.\ From here, you can explore deeper pages about: * How AutoTrade works under the hood * How milo manages risk * What data milo reads in more detail * How to co-pilot with milo in chat * Safety, limits, and practical guidance Or you can simply start talking to milo and let the learning happen through conversation. Welcome to a new way of trading one guided by clarity, structure, and care. # Why Now? Your Personal Crypto Companion When You Need It Most Crypto doesn't exactly keep office hours, and neither can most of us. Maybe you're still figuring out how to interpret liquidity profiles, or maybe you've mastered every tool but don't always have time to fire up your entire setup for a quick position check. That's what \&milo is here for. Just ask what you need to know, and get back to what matters - no complicated interfaces, no information overload.

What worked six months ago might not cut it today. There's just more of everything now - more chains to track, more big players moving markets, more protocols launching daily. It's a lot to keep up with: * DeFi protocols have multiplied, creating overwhelming complexity * Liquidity fragmentation across chains requires constant monitoring * Market microstructure has become too sophisticated for manual analysis * Professional traders are leveraging AI tools you don't have access to—until now #### Conversation, Not Computation Tell \&milo what you want in plain language, and it handles the rest. No more parameter-setting or navigating complex interfaces. Whether you're looking for optimal entry points, yield opportunities, or risk assessment, \&milo delivers institutional-grade execution through natural conversation. #### The Edge You've Been Missing In markets where information asymmetry determines winners and losers, \&milo is your unfair advantage, democratizing the sophisticated tools and intelligence that were once reserved for institutions and quant firms. #### AI Agent That Gets It Our multi-agent system works like a professional trading desk: * Market analysis * Strategy execution * Risk management * Portfolio optimization ### Join Us We're building the trading experience we always wished we had. If you've ever stayed up late watching charts, missed an opportunity while sleeping, or felt overwhelmed by crypto's complexity – \&milo is for you. Welcome to the future of trading. *** *Next: The Super App Vision →* # The Team Behind \&milo ## The Team Behind \&milo ### Born in the Trenches We're not your typical startup team. We're serial entrepreneurs who've built and scaled global companies, and yes - we're also the anons you might know from CT. ### The Founders **Moti Cohen (CEO & Co-founder)** Serial entrepreneur who's built and scaled multiple successful companies. As Founder and CEO of Apester.com, he transformed digital storytelling for global media, scaling to a multi-million dollar business trusted by world-class brands like Time Inc., Rolling Stone, Variety, and Vodafone. As a founding member of bit.dev (open source development platform for enterprises), he helped create the world's most advanced composable software technology, now used by Fortune 500 companies like DELL and AT\&T. But there's another side to the story. Since 2017, he's been deep in crypto - you might know him as **@marooned\_otc** on CT, shit posting, sharing alpha, creating meme art, mfer, while building in silence. From flipping jpegs & chart analysis to degen plays, he's lived every aspect of the trading and collecting digital assets life we're now transforming.

*** **Omri Keret (CTO & Co-founder)** Tech visionary turned crypto builder. With 15+ years of experience building complex systems and AI, they've architected solutions used by millions. When crypto showed them what real technological challenges look like, they became obsessed with solving them.

Now with \&milo, backed by Wix Capital and some of the most successful entrepreneurs and angel investors globally, he's combining both worlds - enterprise-grade tech expertise with deep crypto trading experience. ### The \&milo Advantage We bring something unique to crypto: * Experience scaling global tech companies * Deep understanding of enterprise-grade software * Track record of successful exits * Backed by top-tier investors Combined with: * Years of active crypto trading * Deep DeFi expertise * First-hand understanding of trader needs * Passion for the crypto ecosystem # Backers & Advisory \&milo is proudly supported by leading investors and guided by industry veterans who share our vision for making crypto trading more accessible and intelligent. Our backers and advisors bring decades of combined experience in crypto, finance, and technology. ### [Wix Ventures](https://www.wix.com/wix-capital) Wix Ventures is Wix's corporate investment arm. It is dedicated to investments in early-stage companies (Seed-Series A companies) worldwide. The fund invests in startups that share Wix's technology, innovation, and development mindset, and offers synergy with its growth strategy. ### [Tal Cohen](https://www.linkedin.com/in/talcohenprofile/) Tal Cohen entered the blockchain space in 2016 and has advised dozens of leading projects over the years, including Movement Labs, Redstone, SSV and others. Until mid 2024 he served as CEO of Kraken US, the regulator and customer facing US entity in the Kraken group. Tal is a serial entrepreneur and has worked in Kraken, McKinsey and Google. ### [Tomer Warschauer Nuni](https://www.linkedin.com/in/tomernuni/) Tomer Warschauer Nuni is a visionary digital marketing leader and blockchain innovator with over 20 years of experience, actively shaping the future of Web3 and crypto ecosystems. He serves as the Chief Marketing Officer at Kima Network and is an Investment Director at ChainGPT Labs, focusing on blockchain interoperability and AI integration Tomer is a prolific angel investor, having invested in over 60 companies, including notable projects like ChainGPT, GT Protocol, Bubblemaps, Redbelly, and Cookie3. He is also a contributor to Forbes and Cointelegraph, where he shares insights on blockchain and digital marketing. ### [Ariel Maislos](https://www.linkedin.com/in/arielmaislos/) Entrepreneur and company builder. Investing as an Angel is my hobby. Helping other entrepreneurs is my passion. Anobit (AAPL), Bionic (CRWD), SecDo (PANW), Alooma (GOOG), Passave (PMCS), Guardicore (AKMI), Epsagon (CSCO), VisionMap (Rafael), TrustedID (EFX), Cypago, Linear-B, ScyllaDB, Stratoscale, Entitle, Nexite, FinOut, Peech, Vanti Analytics, Zero Networks, Pudding Media, Purewave, Unity SCM, Swish, Speedata, Conwize, Mobb, Raftt, DailyDev, Anima, Configu, OneAI, Novu, BlinkOps, Maverick-AI, Trustmi, MontoPay, Sominius, Redstrings # The AI Crypto Agent Experience The real trading edge isn't another set of tools, it's having a dedicated AI crypto agent operating those tools for you. It's about having one intelligent interface that does it all frictionless, effective and dare we say fun and exciting. \&milo eliminates the grind by handling complex operations behind simple conversations, delivering insights you can actually use and taking action when it matters.

### **The crypto landscape demands navigating:** * Multi-sig wallets across L1s and L2s * AMM interfaces and liquidity provision * MEV protection and gas optimizers * Orderflow analysis and funding rates \&milo, your AI crypto agent, transforms this operational complexity into conversational simplicity. Your institutional-grade trading desk responds to natural language, monitoring on-chain metrics and market microstructure while you focus on strategy. Need to rebalance during high volatility? Looking to track CVD across exchanges? Want to monitor whale accumulation patterns? Just say it. \&milo handles the technical execution, aggregating liquidity, optimizing slippage, and executing with MEV-resistance, all while you communicate naturally. Whether you're frontrunning protocol upgrades, hunting for undervalued governance tokens, or monitoring liquidation cascades, your AI crypto agent works behind the scenes, translating conversation into advanced market operations. No more APY calculations or impermanent loss projections, just straightforward insights delivered when you need them most. ### The Four Pillars #### 1. Smart Wallet & AI Assistant Your intelligent trading companion: * Natural language commands * Smart execution across DEXs * Complex DeFi in simple words * Risk-aware operations ``` CopyYou: "ape into that new meta token" &milo: "Found best route. Checking social signals and whale movements first. Want the analysis?" ``` #### 2. Live Market Intelligence Real-time market narrative: * AI-powered chart analysis * Token screening and discovery * Whale movement tracking * Social signal analysis * Community sentiment #### 3. Portfolio Command Center Complete control and visibility: * Multi-wallet dashboard * Cross-chain tracking * Performance analytics * Risk monitoring * Position management #### 4. Social Trading Platform Community-driven insights: * Follow top traders * Copy successful strategies * Share alpha * Learn together * Earn together

### The Magic of Integration What makes \&milo special is how everything works together: #### Seamless Flow ``` CopyDiscover → Analyze → Execute → Track Live Feed: "Whale accumulation detected" ↓ AI Analysis: "Strong buy signals, checking risk" ↓ Smart Execution: "Best route found" ↓ Portfolio Tracking: "Position added, monitoring" ``` #### Intelligent Automation * AI agents working together * Learning from every action * Adapting to market conditions * Improving over time ### Looking Forward #### Phase 1: Solana * Full DeFi integration * Social features * Live market intelligence * Portfolio management #### Phase 2: Expansion * Cross-chain operations * Advanced AI capabilities * Institutional features * Expanded social trading # Getting Started with milo Story Mode Setting up your AI crypto agent is straightforward. Here's what to know: ## **Welcome to milo’s Universe A Beginner’s Story About an AI Portfolio Manager** *from Moti (marooned), co- founder of \&milo* *** Most people step into crypto the same way sailors once approached the open ocean. No maps.\ No instruments.\ No visibility.\ Just instincts, hope, and whatever the wind felt like that day. Some made it to land.\ Most didn’t. For years, trading has been the same:\ you open a chart, scroll through social feeds, skim a few metrics, feel something in your gut… and hope you’re not sailing straight into a storm. I built milo for one simple reason: **No one should have to navigate modern markets with ancient tools.** Let me show you how milo changes your journey but explained like a real story. *** ## **1. The Doorway Into a New World**

This is the moment before the journey begins. When you click **Get Started**, you’re not “opening an app.” \ You’re stepping into an ecosystem where an AI will navigate the markets *with you* almost like boarding a ship where the captain already knows the waters. Connect your wallet or create a new one using your Gmail or any other social login.

Behind the scenes, milo connects to the equivalent of: * **radar** (on-chain RPC data) * **weather satellites** (market APIs like Birdeye) * **crowd noise sensors** (social data from Cookie) If you don’t know what these platforms are that’s the point. They are trusted, industry-standard sources of: * live blockchain activity * price, volume, liquidity * market sentiment and early narratives But milo translates them into **plain language you can act on**. ## **2. Funding the Journey**

Think of SOL as fuel. Just like no ship crosses the ocean without provisions, no trader can operate without gas for transactions. That’s all the funding screen means: * it checks if your “fuel tank” is filled * you can top up anytime * your funds stay in *your* wallet milo doesn’t hold your money he simply helps you operate your own vessel. ## **3. Meeting the Navigator** ## Here’s where milo starts talking. Notice something important:\ he doesn’t overwhelm you with charts, flashing prices, or a thousand indicators. It’s closer to walking onto the deck and having your navigator calmly say:

> “Winds are shifting northwest.\ > A few ships ahead are gaining speed.\ > The current looks favorable want me to take a closer look?” This calm clarity is only possible because milo is constantly reading: * the blockchain (like an ocean's currents) * market flows (like wind patterns) * social chatter (like distant sailor reports of land or storms) He takes millions of data points\ → distills them\ → and speaks to you like a human. ## **4. How milo Thinks: The Captain’s Ledger** When milo generates a thesis, what you’re seeing is essentially his captain’s log a written explanation of why he believes this path makes sense. Here’s one:

Another:

Let me translate this into human terms. He uses: * **RPC on-chain data** to track liquidity, whale moves, price stability * **Birdeye data** to map volume, volatility, and trends * **Cookie social data** to detect early narrative shifts * **His reasoning engine** to combine it all It’s like watching an experienced captain mark: * wind direction * incoming weather * ocean currents * crew readiness * risk factors And then writing in the ledger: > “We will approach from the east.\ > If winds shift before dawn, we adjust course.\ > Probability: moderate.\ > Reward: high.” This is not hype.\ This is structured, contextual decision making. ## **5. AutoTrade ON When milo Takes the Wheel** Here is the part most new users don’t fully grasp at first: **AutoTrade isn’t a toggle.**\ **It’s a transfer of responsibility.**

You define: * how much risk you tolerate * how much of your wallet milo may use * any personal rules (no microcaps, no high volatility, etc.) Then milo becomes the **captain of your portfolio ship**. He scans the waters.\ He decides which opportunities look sane.\ He writes a plan.\ He enters.\ He monitors.\ He adjusts.\ He exits.\ He logs everything. What you see is the clean summary:

\ \ But behind the scenes, here’s what’s happening: #### **The Scan** Like radar sweeping 360°, milo processes on-chain blocks in real time. #### **The Analysis** He identifies patterns compression, expansion, breakouts, liquidity traps. #### **The Thesis** This is the equivalent of plotting a route. #### **The Execution** He waits for the right moment. No FOMO. No hesitation. #### **The Monitoring** He watches the position like a real PM.\ If conditions change, he adapts. #### **The Exit** He closes the position the moment the reason to be in it is gone not when emotions flare. This entire system used to be available only to hedge funds. Now it sits in your pocket. ## **6. Asking milo Anything He’s Not a Black Box** When you ask Milo: > “Compare ZEC and Pump.”

He doesn’t spit out an opinion. He pulls: * liquidity * whale exposure * volatility risk * security assumptions * social momentum * technical structure This is like asking a seasoned analyst: > “Tell me everything you know about these two companies.” And you get the complete breakdown not a guess, not a vibe. ## **7. milo Tracks Your Journey for You** Every pending position, every active trade, every memo milo keeps it organized. This is your voyage journal. Even months later, you can look back and see: * why you took a trade * what the market looked like * what milo saw * how it played out This transparency is your compass. ## **8. Sharing the Journey: Invite & Earn** This part is simple:\ bring friends along, and milo rewards you because trading is better together.

It’s like building your own fleet.\ Everyone moves further, faster.

## **Final Words Why milo Exists** A long time ago, sailors navigated by stars.\ Later came compasses.\ Then maps.\ Then radar.\ Then GPS.\ Then autopilot. Each evolution wasn't about making sailors lazy.\ It was about making journeys **safer, smarter, and more accessible**. Crypto is no different. Human intuition is not enough anymore.\ The waters are too fast, too unpredictable, too crowded. milo is not here to replace you.\ He is here to give you the tools only professionals once had: * real-time data * deep analysis * disciplined execution * continuous monitoring * objective reasoning milo is your compass, radar, navigator, and autopilot \ **and you remain the captain.** Welcome aboard.\ Your journey into milo’s Universe begins now.

Click **Get Started** You’ll now choose **how to sign** ### Step 2 Create or Connect a Wallet You have two options: #### Option A Create a Wallet with Email or Social Login (Recommended for Beginners) 1. Choose **Sign in with Google / Email / Social** 2. milo will automatically create a wallet for you 3. You don’t need to manage private keys manually ✅ Fast\ ✅ Beginner-friendly\ ✅ Non-custodial\ \ Option B Connect an Existing Wallet 1. Choose **Connect Wallet** 2. Select your wallet (e.g. Phantom) 3. Approve the connection Both options give you **full control of your funds**.

### Step 3 Get Crypto (If You Don’t Have Any)

If your wallet is empty, milo will prompt you to add funds. #### Buy Crypto with a Credit Card 1. Click **Add Funds** 2. Choose **Buy with Card** 3. Enter the amount 4. Complete checkout via **MoonPay** milo uses **MoonPay** to safely process card payments. Your crypto will appear directly in your wallet. ### Step 4 Choose How You Want milo to Work milo can work in **two modes**. You must choose one. #### Option 1 - Manual Mode (Ask milo First) Best if you want to learn. * Ask milo questions * Review trade ideas * Approve trades yourself milo will **never trade automatically** in this mode. #### Option 2 - AutoTrade (Hands-Off) Best if you want automation. * milo scans the market continuously * Trades are executed automatically * You can pause or stop anytime ⚠️ AutoTrade only works **after you enable it**.

This is only possible because milo is constantly reading: * the blockchain * market flows * social chatter He takes millions of data points\ → distills them\ → and speaks to you like a human.\
### Step 5 -Enable AutoTrade (If Chosen) 1. Go to **AutoTrade** 2. Review your strategy and limits 3. Click **Enable AutoTrade**

Once enabled: * milo can place trades automatically * You can pause anytime \ Pick a Strategy (Very Important) Strategies control **how risky trades are**. Choose one: #### Low Risk (Recommended for New Users) * Smaller trades * Lower volatility * Focus on established assets #### Medium Risk * Balanced exposure * Moderate ups and downs #### High Risk * Meme coins and new launches * Higher volatility 📌 You can change strategies at any time.

\ What Happens When milo Trades. ------------------------------ For every trade, milo will: 1. Explain **why** the trade exists 2. Show entry price and exit plan 3. Set stop-loss protection 4. Place the trade 5. Monitor it until the idea is finished You will always see: * Profit or loss * Confidence level * Trade explanation ### Review Trades (Important) Click any trade to see: * Why milo entered * What needs to happen next * When milo will exit This is your **trade diary**.\ Reading it helps you avoid emotional decisions. Here’s one:

Another:

#### **The Exit** He closes the position the moment the reason to be in it is gone not when emotions flare. This entire system used to be available only to hedge funds. Now it sits in your pocket. ## **Asking milo Anything He’s Not a Black Box** When you ask Milo: > “Compare ZEC and Pump.”

It’s like building your own fleet.\ Everyone moves further, faster.

### ---— TLDR First Steps 1. Connect your wallet 2. Complete onboarding to establish your \&milo-managed wallet 3. Fund your \&milo wallet for trading operations 4. Begin issuing commands through conversation Start with simple commands to explore capabilities, then progress to more complex market operations as you become familiar with the conversational interface. This is just the beginning. As you use milo, it learns and adapts to your style, making every interaction more personalized and powerful. ### Wallet Separation & Security \&milo operates exclusively through its own dedicated wallet created during onboarding. Your personal wallets remain completely isolated milo cannot interact with external wallets you connect. This segregation enhances security while allowing for seamless trading execution. Your AI crypto agent handles all interactions through this designated wallet, executing trades, monitoring positions, and analyzing on-chain metrics while maintaining complete separation from your existing crypto infrastructure. *** *Next: Key Components →* # Getting Started with ATF Setting up ATF (custom strategy for the autotrader) is straightforward. Here’s what to know: ### ATF Step-by-Step User Manual Start here if this is your first time using ATF. Complete these steps to create, test, and run a strategy safely. #### What You Need Before You Start You do NOT need: * To write code * To be a pro trader * To already have a “strategy template” You DO need: * An \&milo account (email/social login is fine) * An \&milo-managed trading wallet (created during onboarding) * Some funds in that wallet to run the strategy > If you haven’t onboarded yet (wallet + funding), complete the regular milo onboarding first, then come back here. ### Step 1 - Open AI Auto‑Trade 1. Go to **app.andmilo.com** 2. In the left nav, click **AI auto‑trade** (NEW) You’ll see the AI Auto‑Trade workspace with top tabs: * **Home** (timeline / positions) * **Action Log** (what milo did + why) * **Settings** (where you activate Auto mode + pick strategies) * **Chat** (talk to milo) ### Step 2 - Go to Settings 1. Click **Settings** (top right tab) 2. Switch to **Advanced** (recommended) Advanced is where you can choose the **Model**, adjust behavior, and manage strategies. ### Step 3 - Turn Auto Mode ON (This Activates Auto Trader) In **Settings → Advanced**: 1. Toggle **Auto mode: ON** 2. (Optional) Adjust the **Low ↔ High** slider (more conservative ↔ more aggressive)\ this will auto chose preset milo ATF based on the risk ✅ If **Auto mode is OFF**, the strategy will NOT execute trades automatically. *** ### Step 4 - Choose Your Active Strategy In **Settings → Strategy** you’ll see your active strategy banner/card. You have 2 common paths: #### Option A - Use a Strategy from the ATF Marketplace (Fastest) 1. Scroll to **ATF Marketplace** 2. Browse categories (examples shown): * All * Memes * Majors * Stables * xStocks * My Tokens List 3. Click a strategy to select it 4. Confirm it becomes your **Active Strategy** in the Strategy section Tip: Strategies show a “**using**” count — a quick signal of how many people are currently running it.

#### Option B - Create Your Own Strategy 1. In **Settings → Strategy**, click **Create strategy** 2. In **Create Strategy**, set: * **Name & Share** * Strategy name * Description * Privacy toggle (**PRIVATE** or Public) * **Asset Allocation (Strategy Mix)** * Choose the mix across buckets (examples shown): * Trenches, Memes, Promising memes, Staking, Majors, Native, Stables, xStocks, My Tokens List * **My Tokens List** (optional) * Add tickers (e.g., SOL, BONK) when using a custom token universe * **Trade controls** * **Min Ticket Size** (example shown: 50 USD) * **Max Daily Positions** (leave empty for default) * **Strategy Prompt** * Write the behavior + entry/exit intent in plain language 3. Click **Create & use** to immediately activate it as your selected strategy\ (The other button typically just creates without activating.)\ \

*** ### Step 5 - Save Changes (Required) At the bottom of Settings: 1. Click **Save changes** ✅ This is the step that applies your configuration (Auto mode + strategy selection + allocations). If you skip this, you may think Auto Trader is enabled, but it won’t actually run with the new settings. *** ### Step 6 - Monitor What It’s Doing Use the top tabs: #### Home See timeline + position history and how the strategy is behaving. #### Action Log See each action taken (or skipped) and the reasoning trail. #### Chat Ask questions like: * “Why did you enter this trade?” * “What would make you exit?” * “Reduce aggressiveness / tighten risk” *** ### How to Pause / Stop Auto‑Trade To stop auto execution immediately: 1. Go to **Settings** 2. Toggle **Auto mode: OFF** 3. Click **Save changes** You can also switch strategies anytime (then **Save changes** again). *** ### Troubleshooting: “It’s ON but not trading” Common causes: * You turned **Auto mode ON** but didn’t press **Save changes** * Wallet balance is below **Min Ticket Size** * You selected a strategy bucket but set its allocation to **0%** * You chose **My Tokens List** but didn’t add any tickers * You hit **Max Daily Positions** (if you set one) * Market conditions don’t match the strategy rules (so it correctly does nothing)\
> 🚧 **Coming soon:** **Arena** + **Leaderboard (LB)**\ > Arena will be the competitive layer for ATF strategies, and the Leaderboard will rank strategies over time windows (ex: 30D).\ > During alpha you may see **mock/test data** while this rolls out.

# milo AutoTrader (Alpha) Setting up your AI crypto agent autotrade is straightforward. Here's what to know: ## **AutoTrade How milo Trades on Your Behalf** *A gentle, complete explanation* AutoTrade is the moment milo stops being just your advisor and becomes your portfolio manager.\ It’s the point where he doesn’t just tell you what he sees he acts on it.\ Not impulsively, not aggressively, but with the same discipline you would expect from someone managing real capital in a professional environment. To understand AutoTrade properly, it helps to imagine something outside of crypto. Think of a pilot flying a modern aircraft.\ You can fly manually, gripping the controls and scanning every dial yourself. It’s stressful, fast, and exhausting.\ Or you can let the autopilot take over. The pilot is still there, still in command, still able to intervene at any moment but the heavy lifting is handled by a system that never gets tired, never panics, and never loses focus. AutoTrade works the same way.\ You remain fully in control of your wallet and your risk. Milo simply handles the precision, the timing, and the emotional load. ### **Setting the Foundation** When you enable AutoTrade, the first thing milo does is learn what kind of trader you are. He asks for a simple risk preference not because he needs rigid rules, but because every strategy begins with an understanding of the person behind it. Some users want slow, steady moves.\ Others want more dynamic plays.\ milo adapts to both, shaping his behavior around your comfort rather than forcing you into a system. Once he has that calibration, his scanning begins. ### **How milo Watches the Market** milo looks at the market constantly, the way a chess player studies the board even when it’s not their turn. He sees liquidity shifting on-chain, volatility forming around price ranges, narratives building in communities, and conditions tightening or loosening. A human trader would need multiple screens, endless focus, and years of practice to interpret all this without burning out. Milo just processes it quietly, continuously, without strain. He isn't looking for excitement. He's looking for clarity. Where is pressure building?\ Where is momentum genuine, not manufactured?\ Where is liquidity safe enough for an entry?\ Where is risk disguised as opportunity? This watchfulness is the core of AutoTrade.\ It’s what allows him to act with confidence when the moment comes. ### **Recognizing the Right Moment** When milo notices a meaningful pattern, he doesn’t leap into action. Instead, he pauses and thinks. He reviews the trend.\ He re-checks liquidity.\ He reads sentiment.\ He evaluates volatility.\ He asks, “Does this make sense for this user, with their risk preference?” Only when the answer is clear does he write a thesis.

You’ve seen these theses in manual mode detailed, structured explanations of *why* a trade might be worth taking. In AutoTrade, the same process happens, but Milo writes the memo to himself first, ensuring the move is justified. It is the opposite of impulsive trading.\ It is thoughtful, almost academic decision-making that happens in real time. ### **Execution With Precision** When Milo decides to enter a position, he executes it from **your own wallet**, never from his. This detail matters more than anything: Your funds stay with you.\ Your wallet approves each action.\ Your autonomy is never surrendered. Milo handles the mechanical part — sizing, routing, timing — in the same way a portfolio manager would send an order to a trader. Precise, unemotional execution built to match the plan he just wrote. And once the trade is live, Milo doesn’t forget about it. ### **Continuous Monitoring** Markets don’t move in straight lines.\ Conditions shift.\ Narratives fade.\ Whales appear.\ Liquidity dries up.\ Support becomes resistance.\ What was a good idea in the morning can be a bad idea by evening. Retail traders often miss these shifts because they only check their portfolio occasionally. Milo never looks away. He watches the position the way a surgeon monitors vital signs during an operation.\ Not anxiously — but attentively, with a clear sense of what matters. If the thesis remains intact, he holds.\ If conditions improve, he may strengthen the plan.\ If something breaks, he prepares the exit. There’s no pride.\ No attachment.\ No fear of being wrong. Just clarity. ### **Knowing When to Exit** Exiting is often harder than entering.\ Humans hesitate.\ They get greedy.\ They get hopeful.\ They rationalize. Milo does none of that. He leaves a trade the moment the original logic is no longer valid.\ Not because he panics — but because the reason to stay is gone. He documents the exit clearly, explaining what changed and why leaving was the right decision. To him, exits are not emotional moments. They are simply the completion of a plan. And then, without drama, he returns to scanning. The process begins again — calm, precise, continuous. *** ### **Your Role in AutoTrade** Some users turn AutoTrade on and let Milo run for days or weeks without interference.\ Others check in frequently, asking for updates, questioning logic, or requesting manual reviews. Both styles work. AutoTrade doesn’t replace you.\ It supports you. You can pause Milo at any moment.\ You can override him.\ You can close a position yourself.\ You can ask him to justify any action before it happens.\ You can ask for a different approach. Think of Milo not as an algorithm, but as a hyper-focused partner who has no ego, no fatigue, and no desire to take unnecessary risks. *** ### **The Philosophy Behind AutoTrade** AutoTrade is built on a simple belief: **Good decisions repeated consistently outperform flashes of brilliance.** Most traders lose not because they lack insight, but because they lack discipline.\ Milo brings that discipline — gently, intelligently, without judgment. He isn’t here to beat the entire market every day.\ He’s here to make you a smarter, steadier participant in it. That’s what AutoTrade unlocks.\ Not magic.\ Not shortcuts.\ Just better decisions, made more often, backed by a system that can see clearly even when you cannot. > **Safety note:** AutoTrader is experimental alpha. Use sizes you’re comfortable with. Not financial advice. *** *Next: Key Components →* # The Feed ## The Feed ### Your personalized command center where everything important happens: * **Market Updates** \&milo's AI crypto agent delivers continuous token analysis that captures emerging trends, whale movements, and social signals in real-time. Your personalized feed surfaces only what matters, analyzing on-chain metrics and market data through our proprietary nodes and intelligent filtering system. No information overload - just actionable insights delivered precisely when you need them. * **Portfolio Watchdog** \&milo's AI crypto agent provides comprehensive portfolio updates with timely position alerts, strategy performance tracking, and risk notifications all in one place. Continuously monitoring your holdings, analyzing performance metrics and market conditions to deliver actionable insights. * **Community Alpha** Track top trader moves, trending strategies, market sentiment shifts, and emerging opportunities across the crypto landscape. ### Key Components #### Market Intelligence \&milo constantly analyzes markets to bring you what matters: * **Live Token Analysis** * Real-time price action commentary * Technical analysis in plain English * Volume and liquidity analysis * Pattern detection and alerts * **Trend Detection** * Emerging market narratives * Sector rotations * New token launches * Market sentiment shifts * **Whale Watching** * Large wallet movements * Smart money tracking * Institutional flows * Early signal detection #### Portfolio Updates Stay on top of your positions effortlessly: * **Position Monitoring** * Real-time P\&L tracking * Entry/exit suggestions * Risk alerts * Yield opportunities * **Performance Analytics** * Portfolio composition * Risk metrics * Historical performance * Comparative analysis #### Social Signals Never miss alpha from the community: * **Trader Tracking** * Follow successful traders * Copy their strategies * Learn from their moves * Track their performance * **Community Alpha** * Trending topics * Market sentiment * New opportunities * Community discussions ### How It Works \&milo's AI agents work together to: 1. **Collect Data** * Market feeds * Social signals * On-chain activity * Wallet movements 2. **Analyze & Filter** * Remove noise * Identify patterns * Detect opportunities * Assess risks 3. **Personalize** * Match your interests * Align with your strategy * Adapt to your style * Learn from your actions 4. **Deliver** * Real-time updates * Actionable insights * Clear suggestions * Risk alerts ### Real World Examples ``` Copy[Market Update] "SOL ecosystem heating up - 3 new memecoins trending, whale accumulation in DeFi tokens, and NFT volume spiking. Want to see the opportunities?" [Portfolio Alert] "Your SIGMA position is up 25%. Whale selling detected. Consider taking profits?" [Community Signal] "3 top traders just aped into new meta token. Here's what you need to know..." ``` ### The Feed Experience Everything in The Feed is: * **Relevant**: No noise, just what matters to you * **Timely**: Real-time updates when they matter * **Actionable**: Clear next steps and easy execution * **Educational**: Learn while you trade This is what market intelligence should feel like - comprehensive yet clear, powerful yet personal. # Smart Wallet & AI Quant Think of \&milo as your personal trading expert that lives in your wallet. It's not just about storing and sending tokens - it's about having an intelligent companion that helps you trade smarter. ## Natural Language Trading (NLT) Talk to \&milo like you'd talk to a pro trader: ``` CopyBasic Trading: You: "ape 2 SOL into Sigma" &milo: "Found best route through Jupiter. Slippage set to 1%. Want to see the analysis first?" DeFi Operations: You: "stake my SOL for best yield" &milo: "Analyzing protocols... Found Marinade offering 6.8% APY with lowest risk. Should I proceed?" Position Management: You: "manage my Pepe position" &milo: "Current position: Entry: $0.00001234 Current: $0.00001567 (+27%) Risk level: Medium Want to see take-profit strategies?" ``` ## Intelligent Execution Behind every trade, \&milo's AI works to get you the best result: **Route Optimization** * Best price discovery across DEXs * Smart slippage adjustment * Liquidity analysis * MEV protection **Risk Management** * Position size recommendations * Market impact analysis * Slippage protection * Failed transaction recovery **Gas Optimization** * Best timing for lowest fees * Transaction batching * Priority adjustment * Cost-saving strategies #### DeFi Made Simple Complex operations through simple commands: **Staking & Farming** ``` CopyYou: "what can I do with my SOL?" &milo: "Here are your options: - Marinade staking: 6.8% APY - Lido liquid staking: 6.5% APY - Orca concentrated LP: 12% APY + rewards" ``` **Liquidity Provision** ``` CopyYou: "LP 500 USDC with SOL" &milo: "Analyzing pools... Orca offering best rewards with lowest IL risk. Want to see the comparison?" ``` **Yield Optimization** ``` CopyYou: "optimize my stables yield" &milo: "Found 3 strategies: - Safe: 8% APY, low risk - Balanced: 12% APY, medium risk - Aggressive: 18% APY, higher risk Which would you like to explore?" ``` ## Learning & Adaptation \&milo gets smarter with every interaction: * Learns your trading style * Adapts to your risk preferences * Remembers your favorite protocols * Improves execution strategies #### Protection First Built-in safeguards at every step: * Transaction simulation * Risk assessment * Slippage protection * Rug protection * MEV protection #### Integration Power Works seamlessly with: * The Feed (market intelligence) * Live Charts (real-time analysis) * Portfolio Tracking * Social Trading This is what a next-generation wallet should feel like - intelligent, protective, and actually enjoyable to use. # Live Market Intelligence ## Live Market Intelligence ### Beyond Basic Charts Think about those moments when a token is about to explode, but most traders miss it. The subtle whale movements, the growing social buzz, the on-chain signals - all happening before the price moves. This is where \&milo shines. ## Live Chart Experience: Making Charts Come Alive When you open a chart in \&milo, it's like having a professional trader narrating the market in real-time. But not just any trader - one powered by AI that never sleeps, never misses a signal, and processes more data than humanly possible. **Real-World Example:** ``` [Opening $BONK chart] &milo: "Interesting setup forming... Last 15 minutes: • Three whales accumulated 2.5M positions • Social mention rate up 300% • Similar pattern to the last 3x run On-chain analysis: • 65% of supply now in diamond hands • DEX liquidity increased 40% • Healthy buy/sell ratio at 3.2 Notable wallets: • Top trader (previous 89% win rate) just entered • Smart money accumulating since [timestamp] ``` This isn't just data - it's actionable intelligence, delivered when it matters. ## Token Discovery: Finding Alpha First Forget basic screeners. \&milo's discovery engine combines multiple intelligence streams to find opportunities before they become obvious. **How It Works:** 1. **Base Layer Analysis** ``` • Real-time volume analysis across all DEXs • Liquidity depth changes • Price action patterns • Smart contract interactions ``` 2. **Social Layer Analysis** ``` • Developer GitHub activity • Community growth metrics • Influencer tracking • Sentiment analysis ``` 3. **Wallets Behavior Analysis** ``` • Smart money movement patterns • Historical wallet performance • Network effect mapping • Accumulation/distribution detection ``` #### Pattern Recognition: Beyond Basic TA \&milo doesn't just see patterns - it understands context. By combining technical analysis with on-chain data and social signals, it catches setups that traditional TA misses. **Example Pattern Analysis:** ```css &milo: "Bullish setup detected on $SOL Technical confluence: • Bull flag forming on 4H • RSI divergence matches previous rallies • Volume profile showing accumulation On-chain confirmation: • Large wallets increased positions by 12% • Staking rate hit 80% • DeFi TVL up 25% this week Ecosystem signals: • New project launches up 40% • Developer activity at ATH • NFT volume spiking Historical context: • Similar setup led to +145% in December • Current market conditions more favorable • Better validator distribution Want to see entry strategies?" ``` #### Risk Management: Protection First Intelligence isn't just about finding opportunities - it's about protecting your capital. \&milo's risk engine runs thousands of scenarios to keep you safe. **Risk Analysis Example:** ```css &milo: "Risk alert for your $TOKEN position: Market changes: • Whale distribution pattern detected • Unusual mempool activity • Social sentiment shifting negative Impact analysis: • Similar patterns led to -30% moves • Current position size: 15% of portfolio • Potential downside: $XXX Protection options: 1. Set trailing stop 2. Hedge with [strategy] 3. Take partial profits What would you like to do?" ``` This is what market intelligence should feel like - comprehensive yet clear, powerful yet personal, and always working to keep you ahead of the market. *** *Next: Portfolio Command Center →* # Portfolio Command Center ### Beyond Basic Portfolio Tracking Ever wished you could understand your entire crypto portfolio at a glance, predict risks before they hit, and optimize positions automatically? That's exactly what \&milo's Portfolio Command Center does. ## Smart Portfolio Monitoring Forget manual tracking. \&milo watches every wallet, every position, every chain - providing insights you'd need a professional trading desk to catch. **Real-World Example:** ```css [Opening Portfolio View] &milo: "Portfolio Update: Overall Performance: • Total Value: $528,940.24 (+15.3% MTD) • Risk Score: 72/100 (Moderate) • Active Positions: 12 Notable Changes: • $SOL position up 32% (outperforming market by 12%) • Staking rewards: +$423 last 24h • DeFi positions: 15.2% APY average Opportunities Detected: • 2 LP positions could earn 5% more in new protocols • Stables could be optimized for better yield • SOL position size optimal for current market Want to see the optimization suggestions?" ``` ## Risk Management & Analytics \&milo doesn't just track - it thinks ahead. Advanced risk modeling helps protect your portfolio before problems arise. **Risk Analysis Example:** ```css &milo: "Risk Alert Analysis: Portfolio Exposure: • SOL ecosystem: 45% (Above target) • Single token risk: 28% in SOL • Correlation risk detected Market Context: • Increased volatility expected • Key event in 48h could impact prices • Whale movements detected in key positions Suggested Actions: 1. Rebalance SOL exposure (-10%) 2. Add hedge for upcoming volatility 3. Set protective stops Historical Context: Similar setups led to 15-20% swings Your current protection: Partial Want to see protection strategies?" ``` ## Position Optimization Every position gets AI-powered optimization suggestions, helping you maximize returns while managing risk. **Optimization Example:** ```css &milo: "Position Optimization Report: Stablecoin Positions ($125,000): Current: 8% APY across protocols Optimized: 12.5% APY possible through: • Reallocation to newer protocols • Risk-adjusted yield farming • Dynamic rebalancing SOL Position ($150,000): Current: Spot holding + basic staking Optimized strategy available: • Split position: 60% staking, 40% LPs • Expected yield: +7.2% on top of price action • Risk: Similar to current DeFi Positions: • 3 underperforming LPs detected • New protocols offering better rewards • Migration cost vs. benefit analysis ready Want to see the detailed plans?" ``` ## aCross-Chain Intelligence Managing multi-chain portfolios is complex. \&milo makes it simple by bringing everything together with intelligent insights. **Multi-Chain Example:** ```css &milo: "Cross-Chain Analysis: Chain Distribution: • Solana: 55% ($290,000) • Ethereum: 25% ($132,000) • Other L1s: 20% ($106,000) Opportunities: • Better yields on Solana for stables • Lower fees for regular trading • Bridge opportunities detected Risk Analysis: • Bridge security ratings • Protocol TVL trends • Chain-specific risks Want to optimize cross-chain exposure?" ``` #### Performance Analytics Deep insights into what's working and what isn't, with AI-powered suggestions for improvement. **Analytics Example:** ```css &milo: "Performance Deep Dive: Top Performers: • SOL swing trades: +45% ROI • DeFi farming: 18.2% APY • NFT trades: +12% ROI Strategy Analysis: • Most profitable setup: Range trading SOL • Best time for entries: UTC 14:00-16:00 • Optimal position sizing: 8-12% per trade Learning Insights: • Quick profits > 25% led to reversals • Stop losses at 15% most effective • DCA during dumps outperformed timing Want to apply these insights to current positions?" ``` #### Automated Actions Set intelligent rules and let \&milo handle the details. Like having a professional trading desk at your command. **Automation Example:** ```css &milo: "Automation Status: Active Rules: • DCA: $1000 weekly into SOL • Take Profit: 25% trailing on memecoins • Rebalancing: Monthly portfolio check Recent Actions: • Harvested farming rewards ($320) • Rebalanced stable pools for optimal yield • Adjusted stop losses based on volatility Suggested New Rules: • Volatility-based position sizing • Dynamic take-profit levels • Smart entry splitting Want to review automation settings?" ``` This is portfolio management reimagined - intelligent, proactive, and always working to optimize your crypto assets. *** *Next: Social Trading Hub →* # Social DeFi: The Future of Trading Together ## Where Trading Meets Community Remember when trading was a lonely game? Staring at charts all night, keeping alpha to yourself, and learning everything the hard way? \&milo's Social DeFi changes everything. #### The Feed: Your Trading Mainnet This isn't your regular social feed. It's where alpha comes to life, strategies unfold in real-time, and successful trades turn into rewards. ## **Live Trading Stream Example:** ```css [@whale_whisper's Live Broadcast] "Opening position: $SOL ecosystem play 🚀 Entry Setup: • SOL breaking key resistance • Whale accumulation detected • DeFi TVL spiking • New narrative forming Position Details: • Main: Long SOL at 92.5 • Satellites: BONK, JTO • Risk: 12% of portfolio • Timeframe: 72h swing Technical Setup: • Multiple timeframe confluence • Volume profile supporting • OI reset complete • Funding neutral &milo Analysis Adds: • Similar setup to December's 2.5x • 5 top traders entered similar positions • Risk/reward ratio: 3.8 • Market context favorable Want to: 📊 See detailed analysis 🤝 Copy trade with adjustments ⚡ Get live updates 💰 Calculate potential earnings" ``` ## **Strategy Stream With Earnings:** ```css [@degen_master's Strategy Update] "ORCA DeFi Strategy ROI Report: Week 4 Results: +32% 📈 Strategy Performance: • Win Rate: 8/10 trades • Average Win: 15% • Max Drawdown: 8% • Sharpe Ratio: 2.4 Follower Stats: • Active Followers: 324 • Total Volume: 45,000 SOL • Fees Generated: 125 SOL • Distributed to Followers: 35 SOL Top Follower ROIs: @trader1: +29% @trader2: +27% @trader3: +25% Next Plays: • Watching JUP/ORCA pair • Setting up for next DeFi season • New yield farming strategy incoming &milo Validation: ✅ Strategy verified ✅ Risk metrics healthy ✅ Performance consistent ✅ Fee distribution accurate Join Strategy: 🔄 Auto-copy with your risk settings 📱 Get real-time alerts 💸 Start earning fees 📊 Track performance" ``` ## Reputation & Earnings System This isn't just about following traders - it's about building a reputation and earning real rewards. **Reputation Building:** ```scss Trader Reputation Score (Example): [@crypto_sage Profile] Overall Score: 92/100 🏆 Metrics: • Win Rate: 76% (Top 5%) • Risk Management: 95/100 • Community Value: 88/100 • Strategy Innovation: 90/100 Achievement Badges: 🎯 Consistency King: 10 weeks profitable 🐋 Whale Whisperer: Called 5 major moves 📈 Strategy Master: Created top-performing system 🤝 Community Leader: Helped 1000+ traders Earnings Dashboard: • Total Fees Earned: 1,250 SOL • This Month: 180 SOL • Active Followers: 892 • Strategies Shared: 15 Impact Stats: • Traders Helped: 1,500+ • Total Follower Profits: 25,000 SOL • Educational Content: 50 guides • Community Rating: 4.9/5 ``` Not just copying trades - building a community of successful traders who earn together. This is Social DeFi reimagined - where every trade tells a story, every strategy builds community, and success is shared. Welcome to the future of trading. *** *Next: Advanced Features →* # The \&milo Agent Architecture Our AI Agents power the automation and intelligent decision-making that drives our entire system. Inspired by multi-agent research from pioneering labs, these specialized agents collaborate to handle complex processes while retaining robustness, scalability, and fine-grained control over data. \ \ However, the agent itself, without a guiding system, would be as useful as a database without an application. It is the system that transforms these agents into a cohesive, semi-autonomous force capable of orchestrating real-time tasks and long-term strategies.

## The Agentic-System Philosophy At the heart of \&milo’s architecture is the understanding that the system is the core. This system-centric model ensures that improvements in AI models, whether from OpenAI, DeepSeek, or future providers, only serve to enhance our ecosystem rather than render it obsolete. Key to this philosophy is the System Agent, a central coordinator that maintains awareness of: • **System State**: Which agents are active, how tasks are distributed, and what resources are available. • **Semi-Deterministic RAG:** A precisely controlled retrieval-augmented generation layer that supplies relevant system knowledge, user context, and curated prompts. This approach prevents data from proliferating uncontrollably. • **Tool Definitions:** A curated set of capabilities and APIs that each specialized agent can access based on its current role and the goals it must fulfill. The System orchestrates everything from real-time requests to complex, long-running tasks. It ensures that agents remain focused, context-aware, and able to hand off control to other specialized agents when a particular skill set is needed. In addition, it support multi-tenancy out of the box. ### The Agent In \&milo’s architecture, each agent is designed with a multi-faceted memory system and specialized functionalities to ensure effective and secure operations. #### **Memory Architecture** **• Short-Term Memory:** Captures the current conversation context, enabling the agent to maintain coherence and relevance in ongoing interactions. • **Long-Term Memory:** Stores historical user preferences and past interactions, allowing the agent to personalize responses and actions based on accumulated knowledge. **• System State Memory:** Holds critical information about the user’s assets, such as open positions and wallet balances, ensuring that the agent’s decisions are informed by the most up-to-date system data. #### Built In Safeguards To safeguard against prompt injections and other malicious inputs, each agent incorporates a Guard Curation Layer. This layer acts as a filter, scrutinizing inputs and outputs to maintain the integrity and security of the agent’s operations. #### Multi-Tenancy Support The agent includes a built-in tenancy module that ensures its actions are restricted to the current active tenant. This mechanism provides an additional layer of security and resource isolation, enabling the agent to operate effectively within multi-tenant environments and prevent unauthorized data access. #### Specialized Tools and State Graphs Each agent is equipped with tools tailored to its specific functions. These tools are governed by a State Graph, which outlines the agent’s objectives, operational guidelines, and toolsets. This structured approach ensures that agents operate within defined parameters, enhancing both efficiency and reliability. #### **Agentic System Design:** The architecture emphasizes breaking down complex problems into manageable sub-tasks, aligning with [research](https://arxiv.org/abs/2305.04091) that highlights the efficacy of structured reasoning in AI systems. By maintaining concise context windows and focusing on specific objectives, agents can process information more effectively. This modular design facilitates the deployment of an Agent Swarm, where multiple agents collaborate, each handling distinct aspects of a larger task. Each agent within \&milo is designed for autonomy yet operates under the guidance of the System, ensuring unity and user-centricity. #### **Dynamic Role Assignment:** Agents are capable of transitioning between states or delegating tasks to other agents better suited for specific functions. For instance, a **Trade Agent** may initiate a transaction but, upon recognizing the need for deeper analysis, delegate the task to an **Analyst Agent**. Once the analysis is complete, control can revert to the **Trade Agent** to execute informed actions. #### Agent Swarm and State Graph Building upon insights from multi-agent systems research, \&milo employs a swarm of specialized agents operating within a managed state graph. Each state defines an agent’s goals, available tools, and constraints, guiding transitions and delegation of control. This design supports various operational modes: • **Real-time Mode:** Managing immediate interactions and critical system events. • **Streaming Mode:** Processing continuous data streams to evaluate signals and detect opportunities in real-time, while providing good user experience and first time to token. • **Consistency Mode:** Overseeing tasks that require sustained attention, such as periodic updates and process checkpoints. The \&milo framework orchestrates everything from real-time requests to complex, long-running tasks. It ensures that agents remain focused, context-aware, and able to hand off control to other specialized agents when a particular skill set is needed.
# Integration & Communication Layer \&milo’s architecture is designed for seamless extensibility, enabling effortless integration of new functionalities, tools, and communication channels. The Integration & Communication Layer acts as the bridge between agents, external systems, and users, ensuring smooth interactions across different platforms. This layer is built with a modular, pluggable framework, allowing easy customization and expansion. ### Framework Pluggability At its core, \&milo’s system is built with modular extensibility, making it easy to enhance functionality without disrupting the existing architecture. New capabilities, models, or tools can be integrated through well-defined interfaces, ensuring that developers can extend the system without modifying the core agentic infrastructure and at Ease. #### 1. Pluggable Tools & Functions • Each agent operates with a defined toolset that can be expanded or customized. • New tools can be registered and assigned to specific states within an agent’s state graph. • Custom actions, APIs, or third-party services can be added via a tool registration system. #### 2. Adding New Functionalities • Agents are designed to be task-specific, meaning new functionalities can be introduced as independent agents rather than modifying existing ones. • Developers can add agent capabilities by defining new state graphs, tools, and decision workflows. • Agents can dynamically inherit system memory and preferences, ensuring smooth interaction with the rest of the framework. ### Extending the Communication Layer Communication is central to the \&milo system. Chat is the base communication layer, always present within the system, providing an interface for agent interaction, user queries, and execution requests. However, additional communication channels can be plugged into the framework as needed. ### 1. Native \&milo Chat The built-in chat communication system in the \&milo framework offers developers the flexibility to choose its utilization. This system is fully equipped to support both chat streams and sockets, providing robust solutions for dynamic communication needs. ### 2. Implementing New Communication Layers To extend the communication capabilities of the \&milo system, developers can implement new communication layers by adhering to the following interface: ```typescript export interface ICommunicationLayer { sendMessageToUser( tenantIdentity: TenantIdentity, conversation: IConversation, data: Pick< IConversationMessage, 'messages' | 'metadata' | 'userId' | 'channel' | 'conversationId' >, ): Promise; } ``` Implementing this interface ensures that the new communication layer is compatible with the system and can be registered and discovered by the agent framework. This allows for seamless integration of various messaging platforms into the \&milo ecosystem. ```typescript // Has to Register to be discoverable by the Agent framework communicationsManager.registerCommunicationService(ChannelType.DIRECT_CHAT, this); ``` ### 3. Built in Tools In the \&milo system, a variety of built-in tools are available to facilitate different operations. Some of these include: * **FetchTransaction**: A tool to retrieve transaction data by accessing the transaction from the network RPC. * **ScanProgram**: This tool allows for the scanning and analysis of specific programs to ensure integrity and compliance. * **Swap**: Enables users to swap tokens from known liquidity pools providers. * **Transfer**: Facilitates the transfer of funds or tokens between wallets. ### 4. Adding new capabilities \&milo’s architecture is designed with extensibility at its core, ensuring that new capabilities can be integrated effortlessly to accommodate system-specific needs. Every system has unique requirements, and providing a structured way to expose system-specific interactions is fundamental to our approach. Tools serve as the primary method for extending agent functionality, allowing developers to integrate new actions, API calls, or computational logic without altering the system’s core architecture. New tools must adhere to a strict interface to ensure consistency, security, and interoperability across the agentic system. Each tool is represented as a FunctionDetail object, which defines its name, purpose, parameters, and execution behavior. Developers register tools within an agent’s manifest, which dictates how and when they can be used within different agent states. ```typescript export abstract class FunctionDetail { // Tool Definition name: string; description: string; parameters: JSONSchema; embeddingSearchDescription?: string; type: 'tool' | 'skill' = 'tool'; // Runtime Execution Details tenantIdentity: TenantIdentity; reasonModel: GenericLLM; executionModel: GenericLLM; embeddingModel: string; sendUserActionUpdate: (update: string) => void; recipientRole: 'member' | 'external'; constructor( name: string, description: string, parameters: JSONSchema, tenantIdentity: TenantIdentity, reasonModel: GenericLLM, executionModel: GenericLLM, embeddingModel: string, sendUserActionUpdate: (update: string) => void, recipientRole: 'member' | 'external', embeddingSearchDescription?: string, type?: 'tool' | 'skill' ) // Unified Execution Interface abstract call( parameters: unknown, context?: { [key: string]: any }, ): Promise; } ``` **Security and Governance** \&milo’s tool system operates under strict tenancy and execution guardrails, ensuring that tools are secure, role-aware, and governed by access policies. • Tenancy Management – Tools are assigned to specific tenants, ensuring isolation between different users or organizations. • Recipient Role Enforcement – Tools define recipient roles (member vs. admin), ensuring that actions are appropriately managed. # Memory & System State \&milo’s architecture is built upon a structured memory system that allows agents to retain context, recall past interactions, and track system state. A well-defined memory and state management system is crucial for an Agentic (semi)Autonomous System, ensuring that agents can make informed decisions, personalize responses, and optimize execution strategies. ## At its core, memory is divided into three key layers: ### 1. Short-Term Memory (Contextual Awareness) Short-term memory is responsible for maintaining immediate context, allowing agents to track ongoing conversations and tasks. • **Session-Based:** Agents retain user inputs and responses within a single interaction session. • **Token-Aware Processing:** Optimized for efficient use of context windows, ensuring that relevant information is preserved while unnecessary data is discarded. • **Ephemeral Storage:** Data in short-term memory exists only for the duration of the session, preventing unnecessary retention of transient information. ### 2. Long-Term Memory (User Preferences & Historical Context) Long-term memory allows agents to store and recall user-specific preferences, historical interactions, and learned behaviors over time. **• Cross-Session Continuity:** Ensures that users do not need to reconfigure preferences or reintroduce past conversations each time they interact with the system. **• Personalization:** Agents adjust behaviors based on previously stored user-specific data (e.g., preferred execution parameters, trading strategies, or risk appetite). **• Retrieval-Augmented Learning:** Structured indexing mechanisms allow agents to retrieve relevant past data dynamically, optimizing decision-making without unnecessary memory bloat. ### 3. System State Memory (Live System Awareness & Execution Data) The System State Memory is the most critical layer, providing agents with real-time awareness of ongoing operations, resources, and execution parameters. **• Real-Time System Knowledge:** Tracks active positions, asset balances, executed trades, and pending transactions. **• Stateful Execution:** Ensures that agents always have a consistent view of the system, preventing redundant actions or conflicts in multi-agent workflows. #### #### **System State & Agent Execution** The System State Memory serves as the foundational execution layer for all agents. Every agent consults real-time system memory before making critical decisions. For example, before executing a transaction, an agent would: 1\. Check live wallet balances to confirm that sufficient funds are available. 2\. Verify open positions to avoid duplicate trades or conflicting strategies. 3\. Synchronize with other agents to ensure that no concurrent action is overriding its execution. **Deterministic RAG for System State** Unlike generic retrieval-augmented generation (RAG) architectures that fetch arbitrary knowledge, \&milo employs a highly controlled, deterministic RAG model. This ensures that: ✔ Only relevant system data is retrieved based on the agent’s role and execution state. ✔ Memory queries are structured, preventing hallucinations or ambiguous knowledge retrieval. ✔ Execution-critical data is prioritized, ensuring the system remains aligned with real-world conditions. # Multichain Support \&milo is built with native multichain support, ensuring seamless interoperability across major blockchain ecosystems. Our system is designed to adapt dynamically to different chains by deploying network-specific execution strategies while maintaining a unified agentic interface. ### Progressive Chain Integration We start with Solana, leveraging its high throughput and low transaction costs, making it ideal for real-time automation, trading, and DeFi interactions. Following Solana, we expand to: • Ethereum – The most established smart contract platform, supporting DeFi, on-chain governance, and automated strategies. • Base – Optimized for low-cost, high-speed transactions, making it a strategic layer-2 expansion within the Ethereum ecosystem. • Bitcoin – Extending support for Bitcoin-native transactions, Lightning Network payments, and multi-chain asset bridging. • BNB Chain – A high-performance blockchain supporting DeFi, gaming, and cross-chain token flows. ### Custodial Wallets Per Network Each supported network operates with its own custodial wallet, ensuring smooth, network-native interactions without friction. These wallets are: ✔ Automatically generated and assigned per chain ✔ Securely managed with execution safeguards ✔ Optimized for gas fees, execution speed, and network conditions By segmenting custody per network, we ensure that agents operate natively on each blockchain, preventing transaction conflicts, optimizing execution, and securing funds in a controlled environment. ### Tool Modularity: Adapting to the Active Blockchain Every Tool within \&milo has multiple network-specific “mods”, ensuring that execution logic adapts dynamically based on the active blockchain. For example, a trade execution tool would have: • Solana Mod: Executes transactions via Jupiter Aggregator or Raydium. • Ethereum Mod: Uses Uniswap, 1inch, or Balancer with gas optimization strategies. By implementing modular execution strategies per blockchain, our agents maintain optimal efficiency and security regardless of the network they operate on. ### Seamless Cross-Chain Bridging as a Core Capability Easy bridging is a core base tool in \&milo, allowing the system to stream funds across networks dynamically. This means: ✔ Automated fund transfers between chains when needed ✔ Smart routing through low-cost, high-speed bridge providers ✔ MEV protection & slippage mitigation for cross-chain moves Whether an agent is executing a multi-chain strategy, adjusting liquidity positions, or facilitating arbitrage, bridging is seamless and automatic, ensuring that funds are always in the right place at the right time. ### Stateful Chain Awareness Every agent in \&milo maintains real-time state awareness, tracking: ✔ The active chain and its current execution conditions ✔ The available balances and positions within each network’s custody wallet ✔ Network congestion, gas fees, and liquidity depth ✔ Security risks (MEV attacks, front-running, failed transactions, and reorg risks) # Technical consideration & Roadmap \&milo is engineered as a scalable, agent-driven system, capable of handling real-time automation, intelligent decision-making, and blockchain-native execution. The technical roadmap reflects our commitment to progressive enhancement, ensuring that the system evolves through continuous iteration, self-improvement, and expanded multi-chain support. ## Roadmap ### March 2025 – \&milo Alpha Release Key Capabilities: ✔ Autonomous trading via agent-driven execution. ✔ Live data feeds for real-time market intelligence. ✔ On-demand token analysis powered by stateful agents. ✔ Deterministic RAG for system state knowledge retrieval. 🚀 First live deployment on **Solana** with full agentic execution. ### June 2025 – \&milo Beta Release Enhancements: ✔ Critical loop integration: Agents monitor their own performance and dynamically optimize execution strategies. ✔ Error correction & self-analysis: AI agents track historical performance, flagging inefficiencies. ✔ Expanded risk management: Improved detection of artificial trading volume, fake liquidity, and abnormal wallet behavior. ✔ Self evolving strategies: AI agents to monitor and score best performing investment strategies ## August 2025 – \&milo Release Upgrades: ✔ Adoption of new blockchains beyond Solana, starting with Ethereum and Base. ✔ Cross-chain bridging as a core function, allowing agents to stream funds seamlessly between blockchains. ✔ Fully operational feedback loops, enabling AI-driven monitoring, optimization, and adaptive decision-making. 🚀 First multi-chain agent deployment. ### Beyond 2025 – Future Innovations • Full multi-agent automation for multi-chain DeFi strategies. • AI-driven governance & predictive analytics. • Decentralized execution agents capable of self-regulating transactions. • Integration of advanced on-chain identity models for permissioned agents. # Data Mining: Real-Time Intelligence at Scale \&milo’s data mining system is a core component of our agentic architecture, enabling real-time on-chain monitoring, transaction analysis, and wallet intelligence. Unlike traditional blockchain data pipelines that store historical data and process it in bulk, \&milo agents operate on-demand, opening and closing data streams dynamically to optimize both speed and efficiency. ### On-Demand Data Streams for Agents Each agent in \&milo can initiate a data stream for a specific smart contract, transaction type, or wallet cluster. These streams operate in real-time, allowing the system to: * Track transaction flow for a specific contract (e.g., a DEX pool, a lending protocol, or an NFT mint). * Monitor wallet activity (e.g., tracking whales, insiders, or bot-driven behaviors). * Analyze liquidity shifts (e.g., sudden inflows/outflows that could indicate manipulation). To maintain efficiency, data streams are not permanently active. Instead, they are opened and closed dynamically based on need, ensuring that system resources are allocated to critical analysis in real time. ### Distributed, High-Throughput Processing \&milo leverages a distributed node architecture that enables parallelized data mining at scale. Instead of relying on a single bottlenecked node, our high-throughput network allows agents to: * Process vast amounts of blockchain data in parallel, increasing speed and reducing latency. * Stream transactions in real-time, without waiting for traditional indexers to update. * Dynamically adjust computing power, allocating resources based on workload demand. By distributing workloads across multiple nodes, the system ensures scalability and efficiency, allowing agents to track and analyze data without overwhelming system resources. ### Detecting Artificial Activity & Market Manipulation \&milo’s real-time data mining capabilities allow the system to detect abnormal patterns, helping users identify potential manipulation or inorganic activity. Some key detection capabilities include: #### 1. Artificial Trading Volume Detection * Detect wash trading patterns where multiple small wallets trade back and forth to inflate volume. * Identify transaction clustering, where trades occur between the same wallets repeatedly to simulate market activity. #### 2. Fake Holder Count Detection * Identify SPL account farming, where multiple new wallets are created solely to inflate holder counts. * Detect airdropped liquidity manipulation, where tokens are distributed widely to simulate organic adoption. #### 3. Liquidity & Risk Monitoring * Track wallet migrations to detect early signs of rug pulls or protocol insolvency. * Monitor liquidity movement patterns, ensuring that supply and demand remain natural. ### Agentic Decision-Making Based on Data Mining \&milo’s data mining is fully integrated into agent decision-making, allowing agents to: * React in real-time to market anomalies. * Alert users when suspicious activity is detected. * Automatically adjust execution strategies based on live blockchain data. For example, if a DeFi Trade Agent detects artificial liquidity spikes, it may: 1\. Request additional analysis from the Analyst Agent. 2\. Avoid trading on manipulated pairs. 3\. Adjust stop-loss settings dynamically to protect against sudden market reversals. By integrating real-time data mining, distributed processing, and agent-driven decision-making, \&milo creates a highly adaptive, intelligent system that continuously analyzes and responds to blockchain dynamics as they happen. # Referral Program

## Say Hello to Milo's Referral Program Share the love and earn every time your friends trade with us. The more active they are, the more you pocket. On Milo, you're creating your own packs, essentially circles of traders that surround you. The amount you earn from each transaction depends on the pack level where it occurred. Here's the breakdown: * Pack Level 1: Earn 30% of Milo's fee on every trade from pack members you directly invite * Pack Level 2: Pocket 3% of Milo's fee from your 2nd degree pack circle * Pack Level 3: Grab 2% of Milo's fee from traders in your 3rd pack circle Find your referral link at the top left of your home feed—grab it, share the love, and start earning without lifting a finger!

# Official Links milo >> [https://app.andmilo.com](https://app.andmilo.com/) Website >> 𝕏 >> Discord >> [https://discord.gg/yXmgwu7a8S](https://t.co/LujbXK6lWn) Telegram >> # FAQ # What is \&milo's Cross-Chain Crypto Asset Management Solution? \&milo offers a cutting-edge cross-chain crypto asset management platform designed to streamline the management of digital assets across multiple blockchain networks. Our solution leverages AI-powered agents to automate and optimize asset allocation, trading strategies, and portfolio diversification, ensuring seamless interoperability between diverse blockchain ecosystems. This enables users to efficiently manage their investments, mitigate risks, and capitalize on opportunities across various crypto assets without the complexities traditionally associated with cross-chain interactions. # How Do AI Agents Enhance Cross-Chain Asset Management? Our AI agents are integral to delivering intelligent and autonomous asset management. They utilize advanced machine learning algorithms and predictive analytics to monitor market trends, assess risk factors, and execute trades in real-time across multiple blockchain platforms. By analyzing vast datasets and identifying patterns that may not be immediately apparent to human traders, our AI agents provide: * Automated Portfolio Rebalancing: Ensuring optimal asset distribution based on predefined investment strategies and market conditions. * Risk Management: Continuously assessing and mitigating potential risks through dynamic adjustments. * Optimized Trading Strategies: Executing high-frequency trades to capitalize on market inefficiencies and maximize returns. Interoperability Solutions: Facilitating seamless transactions and asset transfers between different blockchain networks, reducing friction and enhancing liquidity. # Which Blockchain Networks Does \&milo Support? \&milo's platform is engineered to support a comprehensive range of blockchain networks, ensuring maximum flexibility and accessibility for our users. Currently, we support major blockchains such as: * Solana (SOL) * Ethereum (ETH) * Base (ETH L2) \*\* more chain integrations are in development and will be avialable soon Our infrastructure is scalable, allowing for the integration of additional blockchains as they gain prominence. This multi-chain support ensures that users can manage a diverse portfolio of assets, leverage various decentralized applications (dApps), and participate in cross-chain DeFi protocols seamlessly.
# How Does \&milo Ensure the Security of My Crypto Assets? e Security is paramount at \&milo. We implement a multi-layered security framework to safeguard your crypto assets: * Cold Storage: The majority of user assets are stored in cold wallets, which are offline and immune to online threats. * Encryption: All sensitive data, including private keys and personal information, are encrypted using AES-256 encryption standards. * Multi-Factor Authentication (MFA): Users are required to enable MFA to add an extra layer of protection to their accounts. * Smart Contract Audits: Our platform's smart contracts undergo rigorous third-party security audits to identify and mitigate vulnerabilities. * Real-Time Monitoring: Continuous monitoring of all transactions and activities to detect and prevent suspicious behavior. * Compliance with Industry Standards: Adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations to ensure a secure and trustworthy environment. # Can I Integrate My Existing Wallets and Exchanges with \&milo? Yes, \&milo is designed to seamlessly integrate with a wide range of crypto wallets and exchanges, providing a unified interface for managing your assets. Supported integrations include: * Hardware Wallets: Such as Ledger and Trezor for enhanced security. * Software Wallets: Including Phantom, MetaMask, Trust Wallet, and others for convenient access. * DeFi Platforms: Integration with popular DeFi protocols for yield farming, staking, and liquidity provisioning. Our platform utilizes API-based integrations and wallet connect protocols to ensure smooth and secure connectivity, allowing you to manage all your assets from a single, centralized dashboard without the need for multiple logins or interfaces.
# What Analytics and Reporting Features Does \&milo Provide? \&milo offers a comprehensive suite of analytics and reporting tools designed to empower users with actionable insights into their crypto portfolios. Key features include: * Real-Time Portfolio Tracking: Monitor the performance of your assets across all connected blockchains in real-time. * Performance Metrics: Detailed metrics such as ROI (Return on Investment), volatility indices, and asset correlations. * Customizable Dashboards: Tailor your dashboard to display the metrics and data visualizations that matter most to you. * Automated Reporting: Generate periodic reports (daily, weekly, monthly) summarizing your portfolio's performance, transaction history, and market trends. * Predictive Analytics: Leverage AI-driven forecasts to anticipate market movements and make informed investment decisions. * Risk Assessment Tools: Analyze the risk profile of your portfolio with tools that assess diversification, asset correlation, and exposure to volatile assets. * Tax Reporting: Simplified tax documentation features that aggregate transaction data to facilitate compliance with tax regulations. These analytics tools are designed to provide both novice and experienced traders with the information they need to optimize their investment strategies and achieve their financial goals.
# How Does \&milo Facilitate Cross-Chain Interoperability? Cross-chain interoperability is a cornerstone of \&milo platform, enabling seamless interaction between disparate blockchain networks. We achieve this through: * Atomic Swaps: Facilitating direct, trustless exchanges of assets between different blockchains without the need for intermediaries. * Bridges and Relays: Utilizing cross-chain bridges and relays to enable the transfer of assets and data across multiple blockchains securely and efficiently. * Unified Token Standards: Implementing token standards like ERC-20 and BEP-20 to ensure compatibility and ease of asset management across supported networks. * Smart Contract Integration: Developing and deploying smart contracts that can operate across different blockchain environments, ensuring consistent functionality and security. * Interoperability Protocols: Leveraging protocols such as Polkadot's Substrate and Cosmos's IBC (Inter-Blockchain Communication) to enhance connectivity and data sharing between blockchains. By facilitating robust cross-chain interoperability, \&milo ensures that users can manage, transfer, and optimize their crypto assets across multiple blockchain ecosystems effortlessly, maximizing liquidity and investment opportunities
# x402 ## x402 — Pay-Per-Intelligence {% hint style="warning" %} **Partial Rollout** — Conversation write overage payments are now supported. Premium model-tier upgrades and full SDK abstractions are still in progress. APIs and interfaces may evolve as rollout continues. [Join our Discord](https://discord.com/invite/join-milo) for updates. {% endhint %} ### What is this? Milo will use the [x402 protocol](https://www.x402.org/) to let you pay for smarter AI models on-the-fly. Instead of fixed subscription tiers, you pay per request — upgrade the brain behind any API call by attaching a stablecoin micropayment. No signup. No billing portal. Just an HTTP header. ### x402 in 30 seconds (for new users) If this is your first time seeing `402 Payment Required`, the flow is: 1. You send your normal API request. 2. If free quota is exhausted, Milo returns `402` with exact payment requirements (recipient + accepted options). 3. You submit the payment transfer on Solana. 4. You retry the same API request with `X-PAYMENT` that includes: * `recipient` (from server response) * `asset` + `amount` (from server response) * unique one-time `paymentId` * confirmed `txSignature` for that payment transfer 5. Milo verifies on-chain and processes the request. Think of `X-PAYMENT` as a payment receipt attached to the retry request. ### Live Today: Conversation Overage Payments Conversation write endpoints currently include a free tier and paid overage: * Free tier: `2` writes per `60s` per API key (shared across conversations) * Overage response: `402 Payment Required` * Payment header: `X-PAYMENT` * Recipient wallet: `TREASURY_WALLET` * Accepted prices per extra write: * `0.25 USDC` * `0.01 SOL` * Anti-replay: include a unique one-time `paymentId` per paid request. * On-chain verification: include `txSignature` for a confirmed Solana transfer to `TREASURY_WALLET` with matching asset+amount. When over free quota, Milo returns payment requirements in both headers and JSON `error.details`: * `X-Payment-Required: true` * `X-Payment-Header: X-PAYMENT` * `X-Payment-Recipient: ` * `X-Payment-Options: USDC:0.25,SOL:0.01` * `X-Payment-Id-Field: paymentId` * `X-Payment-Tx-Field: txSignature` When a paid overage retry is accepted (`2xx`), Milo returns: * `PAYMENT-RESPONSE: ` (x402-style acceptance payload) * `X-PAYMENT-RESPONSE: ` (legacy mirror) * `X-Billing-Mode: payg` **Paid retry example:** ```bash curl -X POST https://partners.andmilo.com/api/v1/users/{userId}/conversations/{conversationId}/messages \ -H "X-API-Key: $API_KEY" \ -H "Content-Type: application/json" \ -H "X-PAYMENT: {\"recipient\":\"\",\"asset\":\"USDC\",\"amount\":0.25,\"paymentId\":\"pay_001_unique\",\"txSignature\":\"\"}" \ -d '{ "message": "Continue the analysis." }' ``` ### Security Rules (Important) * Never share a private key or seed phrase with Milo, CLI flags, logs, or support channels. * Milo only needs proof of payment (`txSignature`) — not wallet secrets. * Always use the current `402` response to determine recipient and accepted options. * Do not hardcode payment recipient/amount in autonomous agents without validating server response. * Use a new one-time `paymentId` for every paid retry (replays are rejected). * A paid proof is single-use: one overage request only. * Wait for transaction confirmation before retrying with `txSignature`. * Treat `X-PAYMENT` values as sensitive operational data; avoid logging full headers in production. ### How it will work Every Milo API endpoint that involves AI reasoning (conversations, position analysis, auto-trade decisions) will accept an optional x402 payment. When you pay, Milo routes your request to a more capable model with deeper analysis, more tool calls, and longer context. ``` ┌──────────┐ ┌──────────┐ ┌──────────┐ │ Client │ ── request ──────► │ Milo │ ── settle ─────► │ x402 │ │ │ │ API │ │Facilitator│ │ │ ◄── 402 + price ── │ │ │ │ │ │ │ │ │ │ │ │ ── request ──────► │ │ ◄── verified ─── │ │ │ │ + payment │ │ │ │ │ │ ◄── 200 + result ─ │ │ │ │ └──────────┘ └──────────┘ └──────────┘ ``` 1. You call a Milo endpoint as usual 2. If you want the premium model, include the `X-PAYMENT` header with your x402 payment payload 3. Milo verifies the payment via the x402 facilitator on Solana 4. Your request is routed to the upgraded model 5. If you don't pay, you still get the standard model — nothing breaks ### Model Tiers (Planned) | Tier | Cost per request | What you get | | ------------ | ------------------- | ---------------------------------------------------------------------------------------- | | **Standard** | Free (with API key) | Default model. Fast responses, good for routine tasks | | **Pro** | \~$0.01 USDC | Smarter model. Deeper analysis, more tool calls, better trade reasoning | | **Ultra** | \~$0.05 USDC | Best available model. Maximum context, multi-step research, institutional-grade analysis | Pricing is per-request and settled instantly on Solana in USDC. Final pricing will be announced closer to launch. ### Which endpoints will support it? | Endpoint | Standard (free) | Pro | Ultra | | ------------------------------------ | :-------------: | :-: | :---: | | Create conversation (market-analyst) | yes | yes | yes | | Create conversation (auto-trader) | yes | yes | yes | | Send message | yes | yes | yes | | List positions (with PnL analysis) | yes | yes | — | | Auto-trade rebalance decisions | automatic | — | — | The auto-trader agent will benefit the most from upgrades — Pro and Ultra models evaluate more signals, consider longer price history, and produce more detailed theses before entering or exiting positions. ### Quick Example (Planned) Once live, upgrading a request will look like this: **Standard request (free):** ```bash curl -X POST https://partners.andmilo.com/api/v1/users/{userId}/conversations \ -H "X-API-Key: $API_KEY" \ -H "Content-Type: application/json" \ -d '{ "message": "Analyze JUP for me", "agentType": "market-analyst" }' ``` **Pro request (with x402 payment):** ```bash curl -X POST https://partners.andmilo.com/api/v1/users/{userId}/conversations \ -H "X-API-Key: $API_KEY" \ -H "X-PAYMENT: " \ -H "Content-Type: application/json" \ -d '{ "message": "Analyze JUP for me", "agentType": "market-analyst" }' ``` Same endpoint. Same request body. The only difference is the `X-PAYMENT` header. Premium tier routing is not live yet — we will announce rollout timing. ### SDK Integration (Coming Soon) We're building SDK wrappers that handle payment construction automatically. You'll set a budget and the SDK handles the rest. #### JavaScript / TypeScript ```typescript import { MiloClient } from '@milo/sdk'; const milo = new MiloClient({ apiKey: 'mk_live_...', wallet: yourSolanaKeypair, // signs x402 payments modelTier: 'pro', // default tier for all requests maxSpendPerRequest: 0.05, // safety cap in USDC }); // Automatically attaches x402 payment at the "pro" tier const conversation = await milo.conversations.create({ userId: 'uuid', message: 'Deep dive on RENDER — fundamentals, technicals, and risk', agentType: 'market-analyst', }); // Override tier for a single request const analysis = await milo.conversations.create({ userId: 'uuid', message: 'Full portfolio risk assessment with correlation analysis', agentType: 'auto-trader', }, { tier: 'ultra' }); // Poll for response (same as before) const messages = await milo.conversations.getMessages({ userId: 'uuid', conversationId: conversation.conversationId, }); ``` > **Status:** Coming soon. The SDK will wrap `@x402/svm` for Solana payment construction and handle retry logic when the facilitator returns settlement confirmation. #### Python ```python from milo import MiloClient milo = MiloClient( api_key="mk_live_...", wallet=solana_keypair, model_tier="pro", max_spend_per_request=0.05, ) conversation = milo.conversations.create( user_id="uuid", message="What's the best DePIN play right now?", agent_type="market-analyst", ) # Override tier for this call conversation = milo.conversations.create( user_id="uuid", message="Rebalance my portfolio for a risk-off environment", agent_type="auto-trader", tier="ultra", ) ``` > **Status:** Coming soon. #### Raw HTTP (via x402 libraries) Once Milo endpoints support x402, you'll also be able to use any x402 client library (`@x402/fetch`, `@x402/axios`) directly without the Milo SDK: ```typescript import { paymentRequiredFetch } from '@x402/fetch'; const response = await paymentRequiredFetch( 'https://partners.andmilo.com/api/v1/users/{userId}/conversations', { method: 'POST', headers: { 'X-API-Key': apiKey, 'Content-Type': 'application/json', }, body: JSON.stringify({ message: 'Analyze JUP for me', agentType: 'market-analyst', }), }, { wallet: yourSolanaKeypair } ); ``` The x402 fetch wrapper handles the 402 → payment → retry flow automatically. > **Status:** Coming soon for premium tier upgrades. Conversation overage payments are already supported. ### Spending Controls (Coming Soon) The SDK will include safety rails so autonomous agents don't overspend: | Setting | Description | | -------------------- | ------------------------------------------------------- | | `maxSpendPerRequest` | Max USDC per single API call | | `maxSpendPerHour` | Hourly budget cap | | `maxSpendPerDay` | Daily budget cap | | `modelTier` | Default tier (`standard`, `pro`, `ultra`) | | `autoUpgrade` | Auto-upgrade to Pro if Standard response quality is low | ### Why x402? * **No subscriptions** — Pay only for what you use * **Instant settlement** — Payments settle on Solana in \~400ms * **Agent-native** — Your trading bot can decide when to pay for better analysis * **Transparent pricing** — Cost is per-request, visible before you pay * **Backward compatible** — Standard tier always works without payment ### Roadmap | Feature | Status | | ------------------------------------------------------------- | ----------- | | Conversation write overage payments (`2/min` free, then paid) | Live | | x402 payment verification on API | Coming soon | | Pro tier (conversations, analysis) | Coming soon | | Ultra tier (deep research, portfolio review) | Coming soon | | TypeScript SDK (`@milo/sdk`) | Coming soon | | Python SDK | Coming soon | | Spending controls & budget caps | Coming soon | | Auto-upgrade (smart tier selection) | Coming soon | | Pay-per-trade execution priority | Planned | ### Get Notified Want early access? [Join our Discord](https://discord.gg/andmilo) and ask about the x402 beta. # Trading Engine ### Overview Milo's trading engine executes swaps on Solana through [Jupiter](https://jup.ag), the leading DEX aggregator. Every trade — whether placed manually or triggered by Milo's auto-trader — is routed through Jupiter to get the best price across all Solana liquidity sources. There is no centralized order book. No custodial exchange. Your tokens stay in your wallet until the moment a swap settles on-chain. > For the full endpoint reference, see the Partner API docs. ### Architecture ``` ┌──────────┐ ┌──────────────┐ ┌──────────┐ ┌──────────┐ │ Partner │────►│ Milo Order │────►│ Jupiter │────►│ Solana │ │ API │ │ Engine │ │ Routing │ │ Chain │ └──────────┘ └──────────────┘ └──────────┘ └──────────┘ │ │ ┌─────┴──────┐ │ │ Turnkey │◄─────────────────────────────┘ │ Signer │ transaction confirmation └────────────┘ ``` 1. You create an order via the Partner API (or Milo's auto-trader creates one) 2. The engine monitors trigger conditions (price thresholds) 3. When the trigger fires, the engine requests a quote from Jupiter 4. Jupiter finds the best route across all Solana DEXs and AMMs 5. The transaction is signed via Turnkey (non-custodial — your keys, your wallet) 6. The signed transaction is submitted to Solana for on-chain settlement 7. Order status updates to `fulfilled` with the transaction signature ### Fully Decentralized Milo never takes custody of your funds. * **Non-custodial wallets** — Each user gets a Solana wallet powered by [Turnkey](https://turnkey.com). The signing key belongs to you, not Milo. Milo receives delegated permission to execute trades on your behalf. * **On-chain settlement** — Every swap is a Solana transaction. You can verify it on any block explorer. * **Jupiter routing** — Trades are routed through Jupiter's aggregator, which splits across Raydium, Orca, Meteora, Phoenix, and dozens of other Solana DEXs to find the best price. * **No counterparty risk** — Milo doesn't hold your tokens, doesn't run an order book, and doesn't match trades internally. Every trade settles peer-to-pool on Solana. *** ### Order Types All orders are created through `POST /api/v1/wallets/{walletId}/orders`. The order type is determined by the combination of `type`, `trigger`, and `amount` in the payload. See the Partner API — Orders section for the full endpoint reference. #### Market Order Execute immediately at the best available price. Uses the trigger `{ "operator": "gte", "value": 0 }` — a condition that is always true. ```json { "type": "buy", "amount": { "type": "absolute_usd", "amount": 100 }, "trigger": { "type": "absolute", "trigger": "price", "operator": "gte", "value": 0 }, "execution": {} } ``` #### Limit Order Execute when the token reaches a specific price. **Buy when price drops to $0.50:** ```json { "type": "buy", "amount": { "type": "absolute_usd", "amount": 100 }, "trigger": { "type": "absolute", "trigger": "price", "operator": "lte", "value": 0.50 }, "execution": {} } ``` **Sell when price rises to $2.00:** ```json { "type": "sell", "amount": { "type": "relative", "percentage": 100 }, "trigger": { "type": "absolute", "trigger": "price", "operator": "gte", "value": 2.00 }, "execution": {} } ``` #### Stop-Loss Sell when the price drops by a percentage. Uses a relative trigger with the `drop` operator. ```json { "type": "sell", "amount": { "type": "relative", "percentage": 100 }, "trigger": { "type": "relative", "trigger": "price", "operator": "drop", "value": 15 }, "execution": {} } ``` Sells 100% of the position if the price drops 15%. #### Take-Profit Sell when the price rises by a percentage. Uses a relative trigger with the `rise` operator. ```json { "type": "sell", "amount": { "type": "relative", "percentage": 50 }, "trigger": { "type": "relative", "trigger": "price", "operator": "rise", "value": 30 }, "execution": {} } ``` Sells 50% of the position when the price rises 30%. #### TP/SL Ladders Create a buy order with multiple take-profit and stop-loss levels attached. Pass `takeProfits` and `stopLosses` arrays alongside the main order payload — the engine creates them as draft dependant sell orders linked to the parent. ```json { "takeProfits": [ { "percentage": 25, "profitPercentage": 20 }, { "percentage": 25, "profitPercentage": 50 }, { "percentage": 50, "profitPercentage": 100 } ], "stopLosses": [ { "percentage": 100, "lossPercentage": 15 } ] } ``` This example: * Sells 25% at +20% profit * Sells 25% at +50% profit * Sells 50% at +100% profit * Sells 100% if price drops 15% (stop-loss) #### Trailing Stop {% hint style="info" %} **Coming Soon** — A stop-loss that moves up as the price rises, locking in gains while protecting against reversals. The stop distance will be configurable as a percentage. {% endhint %} #### DCA (Dollar-Cost Averaging) {% hint style="info" %} **Coming Soon** — Split a large buy into smaller orders executed at regular intervals. Configure total amount, number of splits, and interval duration to reduce the impact of volatility on entry price. {% endhint %} #### TWAP (Time-Weighted Average Price) {% hint style="info" %} **Coming Soon** — Execute a large order in equal slices over a time window to minimize market impact. Optimized for execution quality on larger positions. {% endhint %} *** ### Triggers Every order has a trigger that defines when it executes. #### Absolute Fire when the token price hits a specific USD value. | Operator | Meaning | Use case | | -------- | -------------- | -------------------------------------------- | | `gte` | Price >= value | Market order (`value: 0`), sell above target | | `lte` | Price <= value | Limit buy at dip | #### Relative Fire when the token price moves by a percentage from a reference point. | Operator | Meaning | Use case | | -------- | ----------------------------- | ----------- | | `rise` | Price rose by X% | Take-profit | | `drop` | Price dropped by X% (max 100) | Stop-loss | *** ### Amount Types | Type | Field | Description | Available for | | -------------- | ------------ | ----------------------------- | ------------- | | `absolute` | `amount` | Raw token amount (base units) | Buy, Sell | | `absolute_usd` | `amount` | USD equivalent | Buy, Sell | | `relative` | `percentage` | % of current position (1-100) | Sell only | *** ### Execution Options Fine-tune how your order executes on-chain. All fields are optional — sensible defaults are applied. | Field | Type | Default | Description | | -------------------- | ------ | ---------- | ------------------------------------------------------- | | `slippagePercentage` | number | 3% | Max allowable slippage (0-100) | | `priorityFee` | number | auto | Priority fee in SOL lamports for faster block inclusion | | `platformFeeBps` | number | 90-100 bps | Milo platform fee in basis points | Higher slippage tolerance increases fill probability for volatile tokens. Higher priority fees get your transaction included faster by Solana validators. *** ### Order Lifecycle ``` draft ──► active ──► fulfilling ──► fulfilled │ ├──► paused ──► active │ └──► error / expired archived (deleted by user) ``` | Status | Description | | ------------ | -------------------------------------------------------- | | `draft` | Created but not monitoring. TP/SL dependants start here. | | `active` | Engine is monitoring the trigger condition | | `fulfilling` | Trigger fired, swap is executing on-chain | | `fulfilled` | Swap confirmed on Solana | | `paused` | Temporarily stopped — resume with the activate endpoint | | `error` | Execution failed after retries | | `archived` | Soft-deleted by user | You can manage order state through the Partner API: * **Pause** — `POST /api/v1/users/{userId}/orders/{orderId}/pause` * **Resume** — `POST /api/v1/users/{userId}/orders/{orderId}/activate` * **Delete** — `DELETE /api/v1/users/{userId}/orders/{orderId}` * **List** — `GET /api/v1/users/{userId}/orders` * **Details** — `GET /api/v1/users/{userId}/orders/{orderId}` See Partner API — Orders for full details. *** ### Error Handling When an order fails, the `executionSummary` field contains the reason. Common errors: | Error | Meaning | | -------------------------- | --------------------------------------------------------------- | | `no_route_found` | Jupiter couldn't find a swap path — token may have no liquidity | | `not_enough_token_balance` | Insufficient tokens in wallet to fill the sell | | `not_enough_sol` | Not enough SOL to cover transaction fees | | `slippage_too_low` | Price moved beyond your slippage tolerance during execution | | `swap_not_supported` | Token pair cannot be swapped | | `network_error` | Solana RPC or network issue | Failed orders are retried with exponential backoff (up to 5 attempts). If all retries fail, the order moves to `error` status. *** ### Roadmap | Feature | Status | | -------------------------------------- | ----------- | | Market orders | Live | | Limit orders (absolute price triggers) | Live | | Stop-loss (relative % drop) | Live | | Take-profit (relative % rise) | Live | | TP/SL ladders (multi-level dependants) | Live | | Order pause / resume / delete | Live | | Position close / close-all | Live | | Trailing stop | Coming soon | | DCA (dollar-cost averaging) | Coming soon | | TWAP (time-weighted average price) | Coming soon | | Conditional chains (if X then Y) | Planned | # mcp ## Milo MCP Setup This guide shows how to connect Milo's MCP server in OpenAI tools and Claude. ### Endpoint * `https://partners.andmilo.com/mcp` ### OpenAI (Codex) #### Option A: Codex CLI (official) ```bash codex mcp add milo --url https://partners.andmilo.com/mcp codex mcp list ``` You can also configure it in `~/.codex/config.toml`: ```toml [mcp_servers.milo] url = "https://partners.andmilo.com/mcp" ``` #### Option B: Workspace JSON config (used by this repo setup) Use `.mcp.json`: ```json { "mcpServers": { "milo": { "type": "http", "url": "https://partners.andmilo.com/mcp" } } } ``` ### Claude Desktop Add this to `claude_desktop_config.json`: ```json { "mcpServers": { "milo": { "type": "http", "url": "https://partners.andmilo.com/mcp" } } } ``` Common macOS path: * `~/Library/Application Support/Claude/claude_desktop_config.json` ### Auth Notes * MCP `POST /mcp` initialize can start without `X-API-Key` for signup bootstrap. * After signup, use returned API key for authenticated tools. * Conversation write overage supports x402-style payment flow (`402 Payment Required` challenge + payment proof on retry). ### Quick Verify 1. Start a new MCP session. 2. Call `get_me` (if already authenticated) or run signup flow tools first. 3. Call `list_conversations` or `get_holdings` to confirm tool access. ### References * OpenAI Codex MCP: * Claude Code MCP config: