Yuming Yang

Building the architecture for the new macro regime.

I view markets as complex systems governed by incentives and technological friction. With a background in Mathematics and Economics from Peking University and current graduate work at Columbia Business School (MSFE), my focus is on the "how" - designing research processes that scale beyond intuition.

• Global Macro & Data: I combine macro thinking with systematic data to understand and invest in global markets. I develop frameworks to navigate shifting regimes, constantly refining my thesis by stress-testing ideas against real-world outcomes.
• Digital Assets & Web3: I treat crypto as a core macro asset class, supplemented by deep-dives into on-chain data for specific trading signals. I stay in the weeds of Web3 - tracking protocol shifts and emerging startups to find the next structural edge.
• AI Engineering: I don't just follow AI; I build with it. I engineer custom tools and automated workflows to turn high-entropy data into structured, testable ideas.