The problem Thesis.fun solves

Options on chain are hard to find and harder to talk about

Thesis.fun makes a trade a post. Pick any market Thetanuts has liquidity for on Base, take a side with your own wallet, and the position gets its own page with a live P&L card. Say why in a post; link the trade and it unfurls into a card, X-style.

• Every market Thetanuts has liquidity for. Assets, strikes and expiries come from live OptionBook orders, never a hardcoded list.
• Both sides. Buy an option (loss bounded by the premium) or sell one (lock collateral, receive the premium), each with honest sizing and copy.
• A social layer built only from onchain fills. Likes, comments, follows and a leaderboard from real positions, so a track record cannot be faked and a losing thesis cannot be deleted.
• Every new user gets a name and a face on day one. Generated names and avatars, editable later.
• An AI agent that explains any thesis and proposes trades within a hard loss limit and daily caps. The wallet signs everything; the agent never does.

Challenges we ran into

The SDK comment about which side the maker is on was backwards

We decoded production fills from Base bytes and pinned the real rule with tests: isLong is the maker's flag, so false means the taker buys.

Maker signatures expire in about a minute

The ticket approves first, then re-quotes right before the fill, and refuses to broadcast stale calldata.

Thetanuts publishes no price history

The market page draws Binance hourly spot and says so on the chart, because Thetanuts settles on a Chainlink TWAP that can differ. No number on a position comes from the chart: every figure is derived from the fill event and the raw order, never from the quote.

Recording a fill had to fail closed

A mismatched event, an unprovable contract count, or a structure that vanished from the book refuses instead of guessing. The ticket is held while the last fill is still being recorded, and the server re-checks the chain for this wallet's recent fills before it issues another ticket.